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
- +302.9K (+0.9%) vs. Q1 2026
- Total value
- $64.6B
- +$20.2B (+45.5%) vs. Q1 2026
- New holders
- 245
- 497 more added
- Sold out
- 80
- 491 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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 48,506 | $96.1M | 0.39% | −37,956−43.9% | Reduced |
| Storebrand Asset Management AS | 48,029 | $95.2M | 0.23% | −16,484−25.6% | Reduced |
| Citadel Advisors LLC | 46,859 | $92.9M | 0.05% | +22,564+92.9% | Added |
| Acadian Asset Management LLC | 46,712 | $92.6M | 0.11% | +11,754+33.6% | Added |
| Korea Investment CORP | 46,407 | $92.0M | 0.17% | +3,311+7.7% | Added |
| Gotham Asset Management, LLC | 46,105 | $91.4M | 0.21% | −2,716−5.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,608 | $90.4M | 0.28% | −12,385−21.4% | Reduced |
| Mariner, LLC | 44,794 | $88.8M | 0.09% | −92−0.2% | Reduced |
| Fiera Capital Corp | 43,884 | $87.0M | 0.32% | −33,008−42.9% | Reduced |
| GW&K Investment Management, LLC | 43,819 | $86.9M | 0.68% | −51,855−54.2% | Reduced |
| Nordea Investment Management AB | 41,406 | $81.9M | 0.07% | +28,721+226.4% | Added |
| Colony Group, LLC | 41,046 | $81.4M | 0.08% | +4,858+13.4% | Added |
| Balyasny Asset Management LLC | 40,771 | $80.8M | 0.15% | +34,843+587.8% | Added |
| Cerity Partners LLC | 40,591 | $80.4M | 0.10% | −4,945−10.9% | Reduced |
| Los Angeles Capital Management LLC | 38,545 | $76.4M | 0.28% | +14,821+62.5% | Added |
| Vontobel Holding Ltd. | 38,212 | $75.7M | 0.25% | +36,324+1,923.9% | Added |
| Toroso Investments, LLC | 38,036 | $75.4M | 0.18% | +836+2.2% | Added |
| SEI Investments Co | 38,034 | $75.4M | 0.07% | −32,712−46.2% | Reduced |
| CIBC World Markets Inc. | 38,022 | $75.4M | 0.13% | +5,357+16.4% | Added |
| Merewether Investment Management, LP | 36,660 | $72.7M | 1.37% | +14,309+64.0% | Added |
| Millennium Management LLC | 36,443 | $72.2M | 0.05% | −66,870−64.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 36,417 | $72.2M | 0.09% | +12,880+54.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,128 | $71.6M | 0.07% | −20−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,967 | $69.3M | 0.11% | +6,060+21.0% | Added |
| Creative Planning | 34,488 | $68.4M | 0.04% | +2,144+6.6% | Added |
| HRT Financial LP | 34,217 | $67.8M | 0.12% | +28,558+504.6% | Added |
| FIL Ltd | 33,879 | $67.1M | 0.05% | +7,812+30.0% | Added |
| Virginia Retirement Systems Et Al | 33,856 | $67.1M | 0.40% | +33,045+4,074.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,949 | $65.3M | 0.52% | +3,005+10.0% | Added |
| Canada Pension Plan Investment Board | 32,880 | $65.2M | 0.04% | −727−2.2% | Reduced |
| New York State Common Retirement Fund | 32,844 | $65.1M | 0.08% | −1,850−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 32,800 | $65.0M | 0.11% | +641+2.0% | Added |
| Danske Bank A/S | 31,664 | $62.8M | 0.13% | −4,248−11.8% | Reduced |
| Aviva PLC | 31,554 | $62.5M | 0.09% | +764+2.5% | Added |
| Driehaus Capital Management LLC | 31,499 | $62.4M | 0.36% | −9,606−23.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 31,300 | $62.0M | 0.09% | +2,716+9.5% | Added |
| Assenagon Asset Management S.A. | 31,013 | $61.5M | 0.08% | +15,855+104.6% | Added |
| Munro Partners | 30,230 | $59.9M | 1.36% | +9,526+46.0% | Added |
| SG Americas Securities, LLC | 29,829 | $59.1M | 0.03% | −123,629−80.6% | Reduced |
| Qube Research & Technologies Ltd | 29,369 | $58.2M | 0.06% | +27,356+1,359.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 29,238 | $57.9M | 0.15% | +5,949+25.5% | Added |
| New York State Teachers Retirement System | 29,025 | $57.5M | 0.11% | −1,640−5.3% | Reduced |
| Ensign Peak Advisors, Inc | 28,968 | $57.4M | 0.09% | +574+2.0% | Added |
| Empowered Funds, LLC | 28,872 | $57.2M | 0.30% | −6,639−18.7% | Reduced |
| Alliancebernstein L.P. | 40,830 | $56.3M | 0.02% | −108,131−72.6% | Reduced |
| Susquehanna International Group, LLP | 28,310 | $56.1M | 0.05% | +19,338+215.5% | Added |
| Cetera Investment Advisers | 27,940 | $55.4M | 0.05% | −60.0% | Reduced |
| EULAV Asset Management | 27,604 | $54.7M | 1.75% | −9,504−25.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 27,294 | $54.1M | 0.12% | +1,537+6.0% | Added |
| Teacher Retirement System of Texas | 26,973 | $53.5M | 0.14% | −5,591−17.2% | Reduced |
| Congress Asset Management Co | 25,704 | $50.9M | 0.31% | −29,488−53.4% | Reduced |
| Vinva Investment Management Ltd | 26,103 | $50.9M | 0.34% | +16,746+179.0% | Added |
| TD Asset Management Inc | 25,332 | $50.2M | 0.04% | +1,798+7.6% | Added |
| National Bank of Canada | 25,198 | $49.9M | 0.04% | −5,478−17.9% | Reduced |
| Asset Management One Co.,Ltd. | 24,290 | $48.1M | 0.12% | −7,858−24.4% | Reduced |
| Worldquant Millennium Advisors LLC | 24,023 | $47.6M | 0.16% | +7,181+42.6% | Added |
| Manufacturers Life Insurance Company, The | 23,817 | $47.2M | 0.04% | −265−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 23,255 | $46.0M | 0.21% | −3,821−14.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 22,724 | $45.0M | 0.64% | −1,138−4.8% | Reduced |
| Stifel Financial Corp | 21,919 | $43.4M | 0.04% | −3,352−13.3% | Reduced |
| Handelsbanken Fonder AB | 21,390 | $42.4M | 0.12% | +1,357+6.8% | Added |
| Mercer Global Advisors Inc | 21,279 | $42.2M | 0.05% | +2,524+13.5% | Added |
| State of Wisconsin Investment Board | 21,202 | $42.0M | 0.08% | −3,324−13.6% | Reduced |
| SEB Asset Management AB | 21,130 | $41.9M | 0.16% | +4,651+28.2% | Added |
| Goodlander Investment Management, LLC | 21,000 | $41.6M | 12.56% | +9,000+75.0% | Added |
| Summit Partners Public Asset Management, LLC | 21,000 | $41.6M | 1.08% | +11,000+110.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,634 | $41.1M | 0.07% | −94−0.4% | Reduced |
| Mackenzie Financial Corp | 20,665 | $41.0M | 0.04% | +2,435+13.4% | Added |
| Navellier & Associates Inc | 20,358 | $40.3M | 3.20% | +556+2.8% | Added |
| Renaissance Group LLC | 19,928 | $39.5M | 1.60% | −9,446−32.2% | Reduced |
| Zurich Insurance Group Ltd | 19,777 | $39.2M | 0.27% | −7,163−26.6% | Reduced |
| Artemis Investment Management LLP | 19,556 | $38.8M | 0.35% | −17,043−46.6% | Reduced |
| Fred Alger Management, LLC | 19,257 | $38.2M | 0.13% | −1,307−6.4% | Reduced |
| Bessemer Group Inc | 19,083 | $37.8M | 0.05% | −3,109−14.0% | Reduced |
| Captrust Financial Advisors | 18,634 | $36.9M | 0.06% | +1,165+6.7% | Added |
| Great West Life Assurance Co | 18,540 | $36.7M | 0.06% | +2,624+16.5% | Added |
| Wealth High Governance Asset Management Ltda. | 18,096 | $35.9M | 3.82% | −7,881−30.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,957 | $35.6M | 0.09% | +327+1.9% | Added |
| Truist Financial Corp | 17,833 | $35.3M | 0.04% | −9,914−35.7% | Reduced |
| KLP Kapitalforvaltning AS | 17,800 | $35.3M | 0.11% | +1,400+8.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 17,793 | $35.3M | 0.07% | +17,793 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,475 | $34.6M | 0.07% | +3,829+28.1% | Added |
| Eventide Asset Management, LLC | 17,370 | $34.4M | 0.46% | +8,563+97.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 16,989 | $33.7M | 0.09% | −363−2.1% | Reduced |
| Mediolanum International Funds Ltd | 17,079 | $33.3M | 0.29% | +1,094+6.8% | Added |
| Treasurer of the State of North Carolina | 16,779 | $33.3M | 0.09% | +1,886+12.7% | Added |
| Swiss Life Asset Management Ltd | 16,368 | $32.4M | 0.13% | +2,575+18.7% | Added |
| Peterson Wealth Services | 16,094 | $31.9M | 6.95% | −276−1.7% | Reduced |
| Credit Agricole S A | 16,085 | $31.9M | 0.08% | −3,334−17.2% | Reduced |
| STRS Ohio | 15,932 | $31.6M | 0.12% | +13,000+443.4% | Added |
| Daiwa Securities Group Inc. | 15,891 | $31.5M | 0.07% | +1,967+14.1% | Added |
| Quantinno Capital Management LP | 15,842 | $31.4M | 0.04% | +2,963+23.0% | Added |
| Advisor Group Holdings, Inc. | 15,672 | $31.1M | 0.04% | −2,903−15.6% | Reduced |
| OP Asset Management Ltd | 15,623 | $31.0M | 0.33% | −1,994−11.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,550 | $30.8M | 0.15% | +150+1.0% | Added |
| E. Ohman J:or Asset Management AB | 15,448 | $30.6M | 0.71% | −2,371−13.3% | Reduced |
| TCW Group Inc | 15,189 | $30.1M | 0.20% | +14,607+2,509.8% | Added |
| CIBC Bancorp USA Inc. | 15,144 | $29.9M | 0.04% | +4,848+47.1% | Added |
| Swedbank AB | 14,783 | $29.3M | 0.03% | −889−5.7% | Reduced |
| Nykredit A/S | 14,709 | $29.2M | 0.11% | +14,709 | New |