Comfort Systems USAFIX

13F holders, Q2 2026 (June 30)
1,353holders +148
234new positions
78sold out
13famous investors
$1978.37avg. 13F price*

At the end of Q2 2026, 1,353 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, up 148 from Q1 2026. 234 opened new positions and 78 sold out. The largest holders were BlackRock, Inc. ($6.7B), Vanguard Capital Management LLC ($4.6B) and Vanguard Portfolio Management LLC ($3.7B). 13 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Steve Cohen (0.6% of Point72 Asset Management's portfolio) and Ray Dalio (0.4% of Bridgewater Associates's portfolio).

Company
Comfort Systems USA Inc.
Sector
Industrials
CUSIP
199908104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 505Q1 2024Q2 2024: 555Q2 2024Q3 2024: 591Q3 2024Q4 2024: 665Q4 2024Q1 2025: 631Q1 2025Q2 2025: 754Q2 2025Q3 2025: 887Q3 2025Q4 2025: 1,042Q4 2025Q1 2026: 1,205Q1 2026Q2 2026: 1,353Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions234$362.0M
Exits78$547.1M

All 13F filers, Q1 2026 → Q2 2026: 3,152,004 shares bought and 3,440,866 shares sold, net −288,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,353 holders

BlackRock, Inc. 0.10% Reduce -3.3% 3,397,683 $6.7B
Vanguard Capital Management LLC 0.10% Add +0.5% 2,297,509 $4.6B
Vanguard Portfolio Management LLC 0.17% Reduce -0.8% 1,866,170 $3.7B
FMR LLC 0.14% Add +14.5% 1,659,799 $3.3B
State Street Corp. 0.09% Add +4.4% 1,537,139 $3.0B
Geode Capital Management, LLC 0.12% Reduce -7.0% 1,151,350 $2.3B
AQR Capital Management 0.73% Reduce -5.1% 1,059,017 $2.1B
JPMorgan Chase & Co. 0.10% Reduce -5.8% 838,417 $1.6B
Capital World Investors 0.17% Reduce -16.8% 720,244 $1.4B
Invesco Ltd. 0.10% Add +8.5% 658,314 $1.3B
Norges Bank 0.09% — 471,564 $934.6M
Morgan Stanley 0.05% Reduce -6.5% 430,085 $852.4M
First Trust Advisors LP 0.44% Reduce -9.8% 375,090 $743.4M
Westfield Capital Management Co. LP 2.30% Reduce -42.8% 355,433 $704.5M
Federated Hermes, Inc. 0.97% Add +27.9% 341,485 $676.8M
Northern Trust Corp. 0.08% Add +3.6% 340,992 $675.8M
T. Rowe Price Associates Inc. 0.06% Add +101.5% 324,671 $643.5M
Charles Schwab Investment Management Inc. 0.08% Add +3.5% 297,845 $590.3M
Amundi 0.14% Add +114.1% 292,904 $580.5M
Dimensional Fund Advisors LP 0.10% Add +2.0% 285,445 $565.7M
Goldman Sachs Group Inc. 0.06% Add +9.9% 268,240 $531.6M
Value Aligned Research Advisors, LLC 2.89% Add +14.0% 243,607 $482.8M
Deutsche Bank AG 0.13% Reduce -7.0% 223,896 $443.8M
Franklin Resources Inc. 0.10% Add +9.6% 222,969 $441.9M
Massachusetts Financial Services Co. 0.14% Add +96731.6% 220,776 $440.0M
Arrowstreet Capital, Limited Partnership 0.20% Reduce -12.4% 221,703 $439.4M
Baillie Gifford & Co. 0.38% Reduce -5.5% 212,655 $421.5M
Lord, Abbett & Co. LLC 1.24% Reduce -11.9% 209,302 $414.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.33% Add +144.7% 207,953 $412.2M
Artisan Partners Limited Partnership 0.65% Reduce -2.9% 202,113 $400.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +38.3% 201,945 $400.2M
Vanguard Fiduciary Trust Co. 0.09% Reduce -0.5% 201,937 $400.2M
Legal & General Group Plc 0.08% Add +31.3% 201,870 $400.1M
UBS Group AG 0.06% Add +0.9% 192,295 $381.1M
Allianz Asset Management GmbH 0.35% Add +57.4% 187,971 $372.5M
Bank of New York Mellon Corp 0.06% Reduce -14.3% 186,926 $370.5M
Point72 Asset Management 0.57% Reduce -18.0% 179,727 $356.2M
Royal Bank of Canada 0.06% Add +17.1% 171,195 $339.3M
American Century Companies Inc. 0.14% Add +218.6% 162,875 $322.8M
Nuveen, LLC 0.08% Reduce -15.7% 158,900 $314.9M
Jacobs Levy Equity Management, Inc. 1.03% Add +50.5% 144,823 $287.0M
WCM Investment Management, LLC 0.51% Add +24.2% 144,923 $282.4M
Capital International Investors 0.06% Reduce -63.9% 141,392 $280.2M
Royal London Asset Management Ltd. 0.52% Add +2.0% 141,047 $279.5M
Voya Investment Management LLC 0.27% Add +13.7% 138,257 $273.4M
Fuller & Thaler Asset Management, Inc. 0.71% Reduce -46.0% 130,833 $259.3M
Raymond James Financial Inc. 0.07% Reduce -6.8% 125,815 $249.4M
Temasek Holdings (Private) Ltd 0.68% Add +31.9% 124,436 $246.6M
Caisse de depot et placement du Quebec 0.35% Add +54.0% 123,032 $243.8M
Evercore Wealth Management, LLC 3.15% Reduce -16.3% 112,392 $222.8M
Ameriprise Financial Inc. 0.04% Reduce -24.3% 111,534 $221.0M
AMF Tjanstepension AB 1.29% No change 109,590 $217.2M
Wellington Management Group LLP 0.04% Add +447.6% 104,995 $208.1M
Wells Fargo & Company 0.04% Add +75.7% 103,077 $204.3M
Swiss National Bank 0.10% Reduce -4.1% 99,250 $196.7M
Castle Hook Partners LP 2.09% Reduce -52.9% 98,482 $195.2M
Bank of America Corp. 0.01% Reduce -24.1% 97,968 $194.2M
Capital Research Global Investors 0.03% Reduce -37.5% 95,976 $190.2M
Russell Investments Group, Ltd. 0.17% Reduce -4.2% 95,718 $189.6M
Jupiter Topco LLC 0.08% — 93,950 $186.1M
Arax Advisory Partners 1.21% Add +16659.4% 91,674 $181.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.33% Reduce -23.9% 86,899 $172.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +8.3% 86,222 $170.9M
AustralianSuper Pty Ltd 0.74% Add +81.5% 86,175 $170.8M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +3.5% 85,034 $168.5M
Principal Financial Group Inc. 0.08% Reduce -16.9% 84,870 $168.2M
Barclays PLC 0.05% Reduce -19.3% 83,056 $164.6M
KBC Group NV 0.35% Reduce -3.4% 81,518 $161.6M
Panagora Asset Management Inc. 0.49% Add +107.7% 80,479 $159.5M
California Public Employees Retirement System 0.09% Reduce -1.5% 76,914 $152.4M
Vanguard Global Advisers, LLC 0.07% Reduce -1.7% 76,547 $151.7M
Renaissance Technologies 0.21% Add +34.4% 76,160 $150.9M
TimesSquare Capital Management, LLC 2.15% Reduce -0.2% 73,834 $146.3M
Citigroup Inc. 0.07% Add +147.7% 73,764 $146.2M
HSBC Holdings PLC 0.07% Add +5.2% 71,668 $141.9M
Ieq Capital, LLC 0.65% Reduce -21.0% 71,032 $140.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +13.5% 68,307 $135.4M
National Pension Service 0.09% Reduce -5.8% 67,589 $134.0M
BNP Paribas Financial Markets 0.07% Add +34.0% 67,390 $133.6M
D. E. Shaw & Co. 0.09% Reduce -1.0% 67,126 $133.0M
Rhumbline Advisers 0.10% Reduce -1.0% 65,942 $130.7M
Clearbridge Investments, LLC 0.11% Reduce -59.1% 65,366 $129.6M
Allspring Global Investments Holdings, LLC 0.19% Reduce -45.5% 68,056 $126.9M
Envestnet Asset Management Inc. 0.03% Reduce -18.4% 63,900 $126.6M
Jennison Associates LLC 0.08% Add +112.4% 63,477 $125.8M
Lazard Asset Management LLC 0.19% Reduce -7.3% 61,863 $122.6M
Victory Capital Management Inc. 0.07% Reduce -4.1% 61,448 $121.8M
Prudential Financial Inc. 0.13% Add +77.8% 60,477 $119.9M
Man Group plc 0.20% Reduce -6.7% 53,961 $106.9M
Pictet Asset Management Holding SA 0.10% Add +85.2% 53,954 $106.9M
Polar Capital Holdings Plc 0.30% Add +14.6% 53,295 $105.6M
Schroder Investment Management Group 0.07% Add +15.9% 53,119 $105.3M
Bank Julius Baer & Co. Ltd, Zurich 0.27% Add +1001.0% 52,483 $103.7M
Bank of Montreal 0.04% Add +30.4% 52,015 $103.1M
California State Teachers Retirement System 0.09% Reduce -4.2% 51,984 $103.0M
LPL Financial LLC 0.02% Add +4.6% 51,941 $102.9M
Smith Group Asset Management, LLC 4.18% Reduce -13.1% 51,773 $102.6M
Macquarie Group Ltd. 0.44% Add +27.6% 51,492 $102.1M
Nomura Asset Management International Inc. 0.15% Add +8.8% 49,988 $99.1M
Neuberger Berman Group LLC 0.06% Add +20.6% 48,630 $96.4M

"% of holder's portfolio" is FIX's weight in each manager's 13F, not the share of Comfort Systems USA Inc. the manager owns.

Show all 1,353 holders