Comfort Systems USAFIX

13F holders, Q2 2024 (June 30)
555holders +50
102new positions
50sold out
10famous investors
$304.17avg. 13F price*

At the end of Q2 2024, 555 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, up 50 from Q1 2024. 102 opened new positions and 50 sold out. The largest holders were BlackRock Inc. ($1.4B), Vanguard Group Inc. ($1.1B) and Capital World Investors ($738.3M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 2024 → Q2 2024

InstitutionsTotal Value
New Positions102$312.1M
Exits50$156.6M

All 13F filers, Q1 2024 → Q2 2024: 3,762,012 shares bought and 4,016,544 shares sold, net −254,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 555 holders

BlackRock Inc. 0.03% Add +3.1% 4,619,381 $1.4B
Vanguard Group Inc. 0.02% Reduce -4.9% 3,718,273 $1.1B
Capital World Investors 0.12% Add +12.7% 2,427,821 $738.3M
FMR LLC 0.03% Reduce -21.7% 1,704,994 $518.5M
Invesco Ltd. 0.10% Add +19.7% 1,518,282 $461.7M
State Street Corp. 0.01% Reduce -16.6% 1,049,065 $319.0M
Baillie Gifford & Co. 0.25% Reduce -1.9% 1,039,407 $316.1M
Westfield Capital Management Co. LP 1.29% Add +29.7% 864,869 $263.0M
Geode Capital Management, LLC 0.02% Reduce -19.4% 700,199 $213.0M
Dimensional Fund Advisors LP 0.05% Reduce -6.6% 673,739 $204.9M
Alliancebernstein L.P. 0.06% Add +16.1% 599,498 $182.3M
Fuller & Thaler Asset Management, Inc. 0.78% Reduce -1.6% 596,846 $181.5M
Norges Bank 0.02% Add +6.1% 435,502 $132.4M
Northern Trust Corp. 0.02% Reduce -2.2% 432,213 $131.4M
Federated Hermes, Inc. 0.30% Add +2.1% 415,825 $126.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -15.7% 400,090 $121.7M
JPMorgan Chase & Co. 0.01% Reduce -44.6% 357,707 $108.8M
Hood River Capital Management LLC 2.24% Reduce -25.8% 355,897 $108.2M
Millennium Management 0.09% Add +477.9% 342,724 $104.2M
Morgan Stanley 0.01% Reduce -5.8% 334,501 $101.7M
Bank of New York Mellon Corp 0.02% Reduce -9.9% 320,894 $97.6M
First Trust Advisors LP 0.10% Add +7.7% 315,627 $96.0M
Wellington Management Group LLP 0.02% Reduce -16.8% 285,172 $86.7M
Congress Asset Management Co. 0.61% Add +3.8% 281,513 $85.6M
Capital International Investors 0.02% No change 270,110 $82.1M
Goldman Sachs Group Inc. 0.02% Reduce -26.8% 268,682 $81.7M
Jane Street Group, LLC 0.09% Add +1944.4% 264,505 $80.4M
Nuveen Asset Management, LLC 0.02% Reduce -48.2% 252,573 $76.8M
GW&K Investment Management, LLC 0.68% Reduce -20.9% 246,046 $74.8M
Lord, Abbett & Co. LLC 0.24% Reduce -1.9% 240,014 $73.0M
Principal Financial Group Inc. 0.04% Reduce -12.7% 226,288 $68.8M
Royal London Asset Management Ltd. 0.16% Reduce -1.7% 211,810 $64.4M
Capital Research Global Investors 0.01% No change 209,069 $63.6M
T. Rowe Price Associates Inc. 0.01% Reduce -53.6% 193,420 $58.8M
Ameriprise Financial Inc. 0.01% Add +94.5% 171,191 $52.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +88.8% 168,922 $51.4M
Hennessy Advisors Inc. 1.94% Reduce -3.0% 168,600 $51.3M
Franklin Resources Inc. 0.02% Reduce -5.6% 164,343 $50.0M
Qube Research & Technologies Ltd 0.09% New 154,212 $46.9M
Driehaus Capital Management LLC 0.45% Add +5.8% 152,703 $46.4M
HRT Financial LP 0.26% New 149,640 $45.5M
Systematic Financial Management LP 1.34% Reduce -18.4% 144,845 $44.1M
Janus Henderson Group PLC 0.02% Reduce -8.0% 142,833 $43.5M
AQR Capital Management 0.07% Add +88.0% 142,540 $43.3M
D. E. Shaw & Co. 0.07% Add +176.5% 140,907 $42.9M
Comerica Bank 0.16% Add +21.5% 126,020 $38.3M
Acadian Asset Management LLC 0.11% Add +67.4% 121,914 $37.1M
Lazard Asset Management LLC 0.05% Reduce -7.1% 121,822 $37.0M
Susquehanna International Group, LLP 0.06% Add +1361.7% 112,489 $34.2M
Bank of America Corp. 0.00% Add +24.6% 107,498 $32.7M
Rhumbline Advisers 0.03% Reduce -7.4% 101,753 $30.9M
Neumeier Poma Investment Counsel LLC 2.82% Reduce -43.4% 101,355 $30.8M
Blackstone Inc. 0.14% Reduce -23.1% 100,000 $30.4M
Boston Trust Walden Corp 0.22% Reduce -12.1% 99,436 $30.2M
Artemis Investment Management LLP 0.40% Reduce -38.6% 98,582 $30.0M
Susquehanna Fundamental Investments, LLC 0.69% New 97,800 $29.7M
Public Employees Retirement Association of Colorado 0.12% Reduce -14.5% 97,057 $29.5M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -2.8% 95,958 $29.2M
Munro Partners 1.04% Add +378.5% 92,080 $28.0M
Swedbank AB 0.04% Reduce -10.0% 90,000 $27.4M
WCM Investment Management, LLC 0.06% New 85,463 $27.0M
Nordea Investment Management AB 0.03% Reduce -25.4% 79,169 $24.9M
Allspring Global Investments Holdings, LLC 0.04% Reduce -14.4% 80,994 $24.6M
EULAV Asset Management 0.66% Reduce 0.0% 80,603 $24.5M
Mountain Pacific Investment Advisers LLC 1.82% Add +1.4% 80,329 $24.4M
TimesSquare Capital Management, LLC 0.38% Add +6.3% 78,505 $23.9M
Envestnet Asset Management Inc. 0.01% Reduce -23.9% 78,110 $23.8M
Swiss National Bank 0.01% Reduce -0.4% 70,200 $21.3M
Panagora Asset Management Inc. 0.11% Reduce -48.6% 69,604 $21.2M
Balyasny Asset Management L.P. 0.05% Add +212.1% 66,040 $20.1M
California Public Employees Retirement System 0.01% Reduce -0.7% 65,534 $19.9M
Truist Financial Corp. 0.03% Reduce -20.7% 63,102 $19.2M
Storebrand Asset Management As 0.06% Reduce -23.2% 61,933 $18.8M
F/m Investments LLC 0.68% New 61,547 $18.7M
CI Investments Inc. 0.07% Add +167.7% 60,704 $18.5M
Summit Partners Public Asset Management, LLC 0.84% No change 60,000 $18.2M
Bessemer Group Inc. 0.03% Reduce -12.2% 58,679 $17.8M
Legal & General Group Plc 0.01% Reduce -9.8% 58,511 $17.8M
American Century Companies Inc. 0.01% Add +91.1% 56,124 $17.1M
Retirement Systems of Alabama 0.06% Add +0.4% 54,396 $16.5M
CW Advisors, LLC 0.26% Add +0.2% 53,190 $16.2M
Two Sigma Investments, LP 0.04% Add +1374.0% 52,945 $16.1M
AXA S.A. 0.05% Add +28.9% 52,138 $15.9M
Cubist Systematic Strategies, LLC 0.27% New 51,429 $15.6M
Allianz Asset Management GmbH 0.03% Add +58.0% 51,123 $15.5M
Raymond James & Associates 0.01% Reduce -10.8% 47,140 $14.3M
Wells Fargo & Company 0.00% Reduce -23.8% 46,713 $14.2M
Man Group plc 0.04% Add +49.7% 46,447 $14.1M
RK Capital Management, LLC 3.75% Reduce -18.6% 46,075 $14.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -17.0% 45,660 $13.9M
Corebridge Financial, Inc. 0.08% — 45,467 $13.8M
Los Angeles Capital Management LLC 0.05% Add +32.4% 44,902 $13.7M
Moran Wealth Management, LLC 0.43% Reduce -4.2% 43,277 $13.2M
Victory Capital Management Inc. 0.01% Reduce -58.1% 43,261 $13.2M
Prudential Financial Inc. 0.02% Add +6.3% 38,822 $11.8M
Citadel Advisors 0.01% Reduce -52.4% 38,412 $11.7M
Squarepoint Ops LLC 0.04% Add +128.7% 37,632 $11.4M
Russell Investments Group, Ltd. 0.02% Add +5.9% 36,674 $11.3M
UBS Group AG 0.00% Reduce -32.0% 35,766 $10.9M
Bain Capital Public Equity Management II, LLC 0.49% New 35,601 $10.8M

"% 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 555 holders