Comfort Systems USA Inc
FIX- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0001035983
In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 3 sales; 1,357 institutions reported holding it in 13F filings for Q2 2026, worth $64.6B in total; superinvestors Coatue Management and Markel Group hold it.
13F holders, Q2 2026
Institutional positions in Comfort Systems USA Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,357
- +165 vs. Q1 2026
- Shares held
- 32.7M
- +305.1K (+0.9%) vs. Q1 2026
- Total value
- $64.6B
- +$20.2B (+45.5%) vs. Q1 2026
- New holders
- 245
- 498 more added
- Sold out
- 80
- 490 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,357 | $64.6B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.1B |
| Q3 2025 | 888 | $27.5B |
| Q2 2025 | 755 | $18.1B |
| Q1 2025 | 632 | $10.9B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.5B |
| Q1 2024 | 505 | $11.0B |
| Q4 2023 | 447 | $7.16B |
| Q3 2023 | 400 | $5.97B |
| Q2 2023 | 378 | $5.62B |
| Q1 2023 | 348 | $5.03B |
| Q4 2022 | 337 | $3.92B |
| Q3 2022 | 299 | $3.35B |
| Q2 2022 | 277 | $2.88B |
| Q1 2022 | 280 | $3.11B |
| Q4 2021 | 291 | $3.41B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.67B |
| Q1 2021 | 252 | $2.57B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 97,968 | $194.2M | 0.01% | −31,088−24.1% | Reduced |
| Castle Hook Partners LP | 98,482 | $195.2M | 2.09% | −110,424−52.9% | Reduced |
| Swiss National Bank | 99,250 | $196.7M | 0.10% | −4,230−4.1% | Reduced |
| Wells Fargo & Company | 103,077 | $204.3M | 0.04% | +44,407+75.7% | Added |
| Wellington Management Group LLP | 104,995 | $208.1M | 0.04% | +85,821+447.6% | Added |
| AMF Pensionsforsakring AB | 109,590 | $217.2M | 1.29% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 111,534 | $221.0M | 0.04% | −35,764−24.3% | Reduced |
| Evercore Wealth Management, LLC | 112,392 | $222.8M | 3.15% | −21,916−16.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 123,032 | $243.8M | 0.35% | +43,147+54.0% | Added |
| Temasek Holdings (Private) Ltd | 124,436 | $246.6M | 0.68% | +30,080+31.9% | Added |
| Raymond James Financial Inc | 125,815 | $249.4M | 0.07% | −9,194−6.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 130,833 | $259.3M | 0.71% | −111,363−46.0% | Reduced |
| Voya Investment Management LLC | 138,257 | $273.4M | 0.24% | +16,649+13.7% | Added |
| Royal London Asset Management Ltd | 141,047 | $279.5M | 0.52% | +2,791+2.0% | Added |
| Capital International Investors | 141,392 | $280.2M | 0.06% | −250,439−63.9% | Reduced |
| WCM Investment Management, LLC | 144,923 | $282.4M | 0.51% | +28,225+24.2% | Added |
| Jacobs Levy Equity Management, Inc | 144,823 | $287.0M | 1.03% | +48,602+50.5% | Added |
| Nuveen, LLC | 158,900 | $314.9M | 0.08% | −29,571−15.7% | Reduced |
| American Century Companies Inc | 162,875 | $322.8M | 0.14% | +111,755+218.6% | Added |
| Royal Bank of Canada | 171,195 | $339.3M | 0.06% | +25,000+17.1% | Added |
| Point72 Asset Management, L.P. | 179,727 | $356.2M | 0.54% | −39,505−18.0% | Reduced |
| Bank of New York Mellon Corp | 186,926 | $370.5M | 0.06% | −31,269−14.3% | Reduced |
| Allianz Asset Management GmbH | 187,971 | $372.5M | 0.34% | +68,522+57.4% | Added |
| UBS Group AG | 192,295 | $381.1M | 0.06% | +1,751+0.9% | Added |
| Legal & General Group Plc | 201,870 | $400.1M | 0.08% | +48,091+31.3% | Added |
| Vanguard Fiduciary Trust Co | 201,937 | $400.2M | 0.09% | −1,015−0.5% | Reduced |
| UBS Asset Management Americas Inc | 201,945 | $400.2M | 0.07% | +55,938+38.3% | Added |
| Artisan Partners Limited Partnership | 202,113 | $400.6M | 0.65% | −6,064−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 207,953 | $412.2M | 0.32% | +122,961+144.7% | Added |
| Lord, Abbett & Co. LLC | 209,302 | $414.8M | 1.19% | −28,345−11.9% | Reduced |
| Baillie Gifford & Co | 212,655 | $421.5M | 0.38% | −12,463−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 221,703 | $439.4M | 0.19% | −31,276−12.4% | Reduced |
| Massachusetts Financial Services Co | 220,776 | $440.0M | 0.14% | +220,548+96,731.6% | Added |
| Franklin Resources Inc | 222,969 | $441.9M | 0.10% | +19,581+9.6% | Added |
| Deutsche Bank AG | 223,896 | $443.8M | 0.13% | −16,895−7.0% | Reduced |
| Value Aligned Research Advisors, LLC | 243,607 | $482.8M | 2.89% | +29,970+14.0% | Added |
| Goldman Sachs Group Inc | 268,240 | $531.6M | 0.06% | +24,193+9.9% | Added |
| Dimensional Fund Advisors LP | 285,445 | $565.7M | 0.10% | +5,498+2.0% | Added |
| Amundi | 292,904 | $580.5M | 0.14% | +156,069+114.1% | Added |
| Charles Schwab Investment Management Inc | 297,845 | $590.3M | 0.08% | +10,110+3.5% | Added |
| Price T Rowe Associates Inc | 324,671 | $643.5M | 0.06% | +163,502+101.4% | Added |
| Northern Trust Corp | 340,992 | $675.8M | 0.08% | +11,894+3.6% | Added |
| Federated Hermes, Inc. | 341,485 | $676.8M | 0.97% | +74,455+27.9% | Added |
| Westfield Capital Management Co LP | 355,433 | $704.5M | 2.30% | −265,482−42.8% | Reduced |
| First Trust Advisors LP | 375,090 | $743.4M | 0.44% | −40,796−9.8% | Reduced |
| Morgan Stanley | 430,085 | $852.4M | 0.05% | −30,050−6.5% | Reduced |
| Norges Bank | 471,564 | $934.6M | 0.09% | +471,564 | New |
| Invesco Ltd. | 658,314 | $1.30B | 0.10% | +51,734+8.5% | Added |
| Capital World Investors | 720,244 | $1.43B | 0.17% | −145,536−16.8% | Reduced |
| JPMorgan Chase & Co | 838,417 | $1.63B | 0.10% | −51,474−5.8% | Reduced |
| AQR Capital Management LLC | 1,059,017 | $2.08B | 0.73% | −57,213−5.1% | Reduced |
| Geode Capital Management, LLC | 1,151,350 | $2.29B | 0.12% | −87,269−7.0% | Reduced |
| State Street Corp | 1,537,139 | $3.05B | 0.09% | +65,260+4.4% | Added |
| FMR LLC | 1,659,799 | $3.29B | 0.14% | +210,282+14.5% | Added |
| Vanguard Portfolio Management LLC | 1,866,170 | $3.70B | 0.17% | −15,014−0.8% | Reduced |
| Vanguard Capital Management LLC | 2,297,509 | $4.55B | 0.10% | +11,560+0.5% | Added |
| BlackRock, Inc. | 3,397,683 | $6.73B | 0.10% | −115,244−3.3% | Reduced |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −249,385−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −26,027−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −17,281−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,372−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −10,855−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,989−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,318−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −380−100.0% | Sold out |