Comfort Systems USAFIX

13F holders, Q1 2025 (March 31)
631holders −34
96new positions
121sold out
9famous investors
$322.26avg. 13F price*

At the end of Q1 2025, 631 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, down 34 from Q4 2024. 96 opened new positions and 121 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.2B) and Capital World Investors ($747.0M). 9 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions96$238.7M
Exits121$482.8M

All 13F filers, Q4 2024 → Q1 2025: 4,502,688 shares bought and 4,513,067 shares sold, net −10,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

BlackRock, Inc. 0.03% Reduce -19.5% 3,952,940 $1.3B
Vanguard Group Inc. 0.02% Add +0.6% 3,802,542 $1.2B
Capital World Investors 0.12% Add +7.9% 2,317,433 $747.0M
FMR LLC 0.03% Reduce -16.1% 1,424,242 $459.1M
State Street Corp. 0.01% Add +0.6% 1,111,185 $358.2M
Invesco Ltd. 0.06% Reduce -28.4% 1,004,133 $323.7M
Westfield Capital Management Co. LP 1.40% Add +0.5% 889,639 $286.8M
Geode Capital Management, LLC 0.02% Add +6.4% 818,865 $264.0M
Fuller & Thaler Asset Management, Inc. 0.81% Reduce -0.5% 645,434 $208.0M
JPMorgan Chase & Co. 0.01% Add +36.4% 519,437 $167.4M
AQR Capital Management 0.17% Add +106.4% 530,428 $165.2M
First Trust Advisors LP 0.14% Add +7.0% 496,138 $159.9M
Norges Bank 0.02% Add +4.3% 482,274 $155.5M
Baillie Gifford & Co. 0.13% Reduce -26.3% 445,915 $143.7M
Dimensional Fund Advisors LP 0.03% Add +5.7% 388,638 $125.3M
Morgan Stanley 0.01% Add +13.6% 374,079 $120.6M
Royal London Asset Management Ltd. 0.26% Add +51.6% 344,517 $111.0M
Goldman Sachs Group Inc. 0.02% Reduce -47.6% 332,736 $107.3M
Jacobs Levy Equity Management, Inc. 0.41% Add +299.2% 319,813 $103.1M
Millennium Management 0.10% Add +90.0% 317,852 $102.5M
Northern Trust Corp. 0.02% Add +0.9% 317,615 $102.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 303,229 $97.7M
Federated Hermes, Inc. 0.21% Reduce -35.9% 299,933 $96.7M
Alliancebernstein L.P. 0.03% Reduce -3.3% 295,744 $95.3M
Bank of New York Mellon Corp 0.02% Reduce -0.9% 280,037 $90.3M
Qube Research & Technologies Ltd 0.13% Add +106.4% 251,275 $81.0M
Artemis Investment Management LLP 1.23% Add +147.4% 248,238 $80.0M
Hood River Capital Management LLC 1.31% Add +2.8% 238,480 $76.9M
Nuveen, LLC 0.02% — 231,544 $74.6M
Voya Investment Management LLC 0.10% Reduce -2.0% 228,971 $73.7M
Capital International Investors 0.01% Reduce -13.4% 220,371 $71.0M
Citadel Advisors 0.06% Add +658.4% 193,721 $62.4M
Two Sigma Investments, LP 0.13% Add +347.9% 183,051 $59.0M
GW&K Investment Management, LLC 0.53% Reduce -9.1% 176,321 $56.8M
Capital Research Global Investors 0.01% Reduce -30.3% 175,660 $56.6M
Victory Capital Management Inc. 0.06% Add +289.0% 172,571 $55.6M
Munro Partners 2.62% Reduce -1.3% 171,125 $55.2M
Ameriprise Financial Inc. 0.01% Add +18.4% 168,895 $54.4M
D. E. Shaw & Co. 0.07% Add +101.2% 168,785 $54.4M
Principal Financial Group Inc. 0.03% Reduce -5.0% 165,084 $53.2M
Franklin Resources Inc. 0.02% Reduce -8.5% 159,592 $51.4M
Clearbridge Investments, LLC 0.04% Add +182.9% 156,172 $50.3M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -11.2% 151,234 $48.7M
Caisse de depot et placement du Quebec 0.10% Add +46.5% 149,073 $48.1M
Comerica Bank 0.20% Add +3.3% 146,194 $47.1M
T. Rowe Price Associates Inc. 0.01% Reduce -1.8% 145,126 $46.8M
Jennison Associates LLC 0.03% Reduce -13.2% 142,759 $46.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -11.1% 141,735 $45.7M
Carmignac Gestion 0.71% New 134,274 $43.3M
EULAV Asset Management 1.06% Reduce -8.6% 132,608 $42.7M
Renaissance Technologies 0.06% Add +155.8% 131,200 $42.3M
Bank of America Corp. 0.00% Add +49.4% 130,055 $41.9M
Robeco Schweiz AG 1.02% Add +459.5% 129,252 $41.7M
Bridgewater Associates 0.19% Add +26.3% 127,479 $41.1M
Evercore Wealth Management, LLC 0.66% New 126,533 $40.8M
Russell Investments Group, Ltd. 0.06% Add +137.5% 124,482 $40.1M
Handelsbanken Fonder AB 0.15% Add +1171.1% 116,137 $37.4M
CI Investments Inc. 0.15% Reduce -3.2% 112,935 $36.4M
Panagora Asset Management Inc. 0.18% Add +149.8% 111,837 $36.0M
Congress Asset Management Co. 0.26% Add +8.2% 107,565 $34.7M
Janus Henderson Group PLC 0.02% Reduce -24.4% 101,593 $32.9M
Blue Grotto Capital, LLC 6.15% Add +79.9% 100,000 $32.2M
Rhumbline Advisers 0.03% Reduce -0.9% 99,760 $32.2M
Two Sigma Advisers, LP 0.07% Add +154.7% 97,800 $31.5M
Susquehanna Fundamental Investments, LLC 0.52% No change 96,528 $31.1M
Lazard Asset Management LLC 0.05% Add +144.5% 95,744 $30.9M
Lord, Abbett & Co. LLC 0.11% Reduce -41.3% 94,363 $30.4M
Systematic Financial Management LP 0.86% Reduce -20.1% 94,189 $30.4M
UBS Group AG 0.01% Add +62.3% 94,155 $30.3M
Schroder Investment Management Group 0.03% Add +5.3% 93,817 $30.2M
Allianz Asset Management GmbH 0.04% Add +73.8% 91,665 $29.5M
Man Group plc 0.09% Reduce -33.8% 90,385 $29.1M
Raymond James Financial Inc. 0.01% Reduce -2.9% 89,367 $28.8M
American Century Companies Inc. 0.02% Add +7.6% 85,054 $27.4M
Renaissance Group LLC 1.16% Reduce -14.1% 81,605 $26.3M
Jain Global LLC 0.53% Add +4579.4% 79,315 $25.6M
TimesSquare Capital Management, LLC 0.41% Reduce -10.8% 78,544 $25.3M
E. Ohman J:or Asset Management AB 0.67% New 78,040 $25.2M
Retirement Systems of Alabama 0.10% Add +0.1% 77,991 $25.1M
Mountain Pacific Investment Advisers LLC 1.85% Reduce -5.4% 77,381 $24.9M
Envestnet Asset Management Inc. 0.01% Reduce -5.0% 74,043 $23.9M
Schonfeld Strategic Advisors LLC 0.15% Add +179.8% 71,034 $22.9M
Summit Partners Public Asset Management, LLC 1.08% New 70,000 $22.6M
Swiss National Bank 0.02% Reduce -1.6% 69,000 $22.2M
Granahan Investment Management, LLC 1.10% New 68,252 $22.0M
Nordea Investment Management AB 0.02% Add +0.9% 68,096 $21.2M
Public Employees Retirement Association of Colorado 0.09% Reduce -15.3% 65,727 $21.2M
Legal & General Group Plc 0.01% Add +5.2% 65,684 $21.2M
Danske Bank A/S 0.06% Add +162.0% 63,296 $20.4M
AXA S.A. 0.07% Add +20.2% 62,132 $20.0M
Royal Bank of Canada 0.00% Add +24.8% 59,305 $19.1M
California Public Employees Retirement System 0.01% Reduce -1.6% 58,895 $19.0M
Neumeier Poma Investment Counsel LLC 2.02% Reduce -20.8% 58,237 $18.8M
Neuberger Berman Group LLC 0.02% Add +2.0% 58,069 $18.7M
Wellington Management Group LLP 0.00% Reduce -56.5% 55,717 $18.0M
Marshall Wace, LLP 0.02% Add +9588.9% 51,254 $16.5M
BNP Paribas Financial Markets 0.01% Reduce -5.9% 51,250 $16.5M
Deutsche Bank AG 0.01% Add +0.0% 49,119 $15.8M
Intech Investment Management LLC 0.16% Add +21.2% 49,022 $15.8M
Wells Fargo & Company 0.00% Reduce -34.4% 48,352 $15.6M

"% 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 631 holders