Comfort Systems USAFIX

13F holders, Q2 2025 (June 30)
754holders +123
171new positions
49sold out
9famous investors
$536.21avg. 13F price*

At the end of Q2 2025, 754 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, up 123 from Q1 2025. 171 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($2.1B), Vanguard Group Inc. ($2.0B) and Capital World Investors ($1.2B). 9 famous investors held it, including Dan Loeb (1.3% of Third Point's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions171$473.9M
Exits49$106.7M

All 13F filers, Q1 2025 → Q2 2025: 3,084,068 shares bought and 3,039,244 shares sold, net +44,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 754 holders

BlackRock, Inc. 0.04% Reduce -1.8% 3,881,200 $2.1B
Vanguard Group Inc. 0.03% Reduce -0.8% 3,772,418 $2.0B
Capital World Investors 0.17% Reduce -3.9% 2,227,153 $1.2B
FMR LLC 0.05% Add +10.3% 1,570,490 $842.1M
State Street Corp. 0.02% Reduce -3.4% 1,073,777 $575.8M
Invesco Ltd. 0.09% Reduce -1.3% 990,833 $531.3M
Westfield Capital Management Co. LP 2.11% Add +5.3% 936,412 $502.1M
Geode Capital Management, LLC 0.03% Add +0.4% 821,897 $440.8M
AQR Capital Management 0.35% Add +47.5% 782,435 $419.0M
JPMorgan Chase & Co. 0.02% Add +3.4% 536,906 $287.9M
Fuller & Thaler Asset Management, Inc. 1.04% Reduce -17.4% 533,131 $285.9M
Norges Bank 0.03% Reduce -0.6% 479,287 $257.0M
Baillie Gifford & Co. 0.17% Reduce -3.0% 432,542 $231.9M
First Trust Advisors LP 0.17% Reduce -20.3% 395,365 $212.0M
Royal London Asset Management Ltd. 0.42% Reduce -0.7% 342,045 $183.4M
Northern Trust Corp. 0.02% Add +5.7% 335,860 $180.1M
Morgan Stanley 0.01% Reduce -11.2% 332,070 $178.1M
Dimensional Fund Advisors LP 0.04% Reduce -16.2% 325,583 $174.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.3% 302,190 $162.0M
Jacobs Levy Equity Management, Inc. 0.63% Reduce -6.0% 300,554 $161.2M
Federated Hermes, Inc. 0.30% Reduce -0.7% 297,944 $159.8M
Voya Investment Management LLC 0.18% Add +29.6% 296,793 $158.5M
Bank of New York Mellon Corp 0.03% Reduce -1.4% 276,124 $148.1M
Alliancebernstein L.P. 0.05% Reduce -8.2% 271,383 $145.5M
Goldman Sachs Group Inc. 0.02% Reduce -24.2% 252,114 $135.2M
Hood River Capital Management LLC 1.82% Add +2.1% 243,385 $130.5M
Artemis Investment Management LLP 1.55% Reduce -9.2% 225,330 $120.8M
Nuveen, LLC 0.03% Reduce -7.7% 213,791 $114.6M
Deutsche Bank AG 0.04% Add +335.2% 213,753 $114.6M
Artisan Partners Limited Partnership 0.17% New 213,631 $114.6M
Clearbridge Investments, LLC 0.09% Add +34.4% 209,906 $112.6M
Capital International Investors 0.02% Reduce -6.1% 206,942 $111.0M
GW&K Investment Management, LLC 0.97% Add +15.2% 203,065 $108.9M
D. E. Shaw & Co. 0.11% Add +15.5% 195,002 $104.6M
Franklin Resources Inc. 0.03% Add +19.5% 190,737 $102.3M
T. Rowe Price Associates Inc. 0.01% Add +30.9% 189,993 $101.9M
Third Point 1.32% New 185,000 $99.2M
Bank of America Corp. 0.01% Add +39.3% 181,114 $97.1M
Ameriprise Financial Inc. 0.02% Add +6.2% 179,421 $96.2M
Caisse de depot et placement du Quebec 0.20% Add +20.1% 179,024 $96.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +25.0% 177,228 $95.0M
Capital Research Global Investors 0.02% No change 175,660 $94.2M
Principal Financial Group Inc. 0.05% Add +5.0% 173,384 $93.0M
Evercore Wealth Management, LLC 1.32% Add +25.4% 158,670 $85.1M
Millennium Management 0.08% Reduce -51.1% 155,549 $83.4M
Comerica Bank 0.32% Add +3.5% 151,279 $81.1M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -1.1% 149,607 $80.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.08% Add +1189.1% 148,312 $79.5M
Handelsbanken Fonder AB 0.26% Add +16.4% 135,137 $72.5M
Blue Grotto Capital, LLC 8.66% Add +33.8% 133,817 $71.8M
EULAV Asset Management 1.67% Add +0.0% 132,610 $71.1M
Lord, Abbett & Co. LLC 0.24% Add +40.3% 132,340 $71.0M
Lazard Asset Management LLC 0.11% Add +37.2% 131,329 $70.4M
Carmignac Gestion 1.08% Reduce -2.7% 130,699 $70.1M
Renaissance Technologies 0.09% Reduce -0.7% 130,300 $69.9M
Russell Investments Group, Ltd. 0.09% Add +1.0% 125,729 $67.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +1095.8% 124,389 $66.7M
Congress Asset Management Co. 0.41% Add +3.6% 111,445 $59.8M
Raymond James Financial Inc. 0.02% Add +22.3% 109,303 $58.6M
Janus Henderson Group PLC 0.03% Add +1.9% 103,487 $55.5M
Freestone Grove Partners LP 0.42% Add +474.2% 103,269 $55.4M
UBS Group AG 0.01% Add +7.1% 100,861 $54.1M
Qube Research & Technologies Ltd 0.07% Reduce -60.1% 100,137 $53.7M
American Century Companies Inc. 0.03% Add +16.4% 99,035 $53.1M
Rhumbline Advisers 0.05% Reduce -1.4% 98,395 $52.8M
Victory Capital Management Inc. 0.03% Reduce -43.1% 98,130 $52.6M
Susquehanna Fundamental Investments, LLC 1.37% Reduce -1.4% 95,228 $51.1M
Allianz Asset Management GmbH 0.07% Add +2.4% 93,895 $50.3M
Systematic Financial Management LP 1.31% Reduce -2.4% 91,890 $49.3M
Robeco Schweiz AG 1.09% Reduce -31.7% 88,278 $47.3M
Renaissance Group LLC 1.83% Add +7.1% 87,380 $46.9M
Schonfeld Strategic Advisors LLC 0.33% Add +14.7% 81,497 $43.7M
Envestnet Asset Management Inc. 0.01% Add +9.5% 81,065 $43.5M
Danske Bank A/S 0.11% Add +26.5% 80,066 $42.9M
Retirement Systems of Alabama 0.15% Reduce -0.2% 77,825 $41.7M
Mountain Pacific Investment Advisers LLC 2.99% Reduce -0.5% 76,960 $41.3M
E. Ohman J:or Asset Management AB 0.99% Reduce -4.4% 74,628 $40.0M
Man Group plc 0.09% Reduce -17.8% 74,305 $39.8M
Royal Bank of Canada 0.01% Add +24.7% 73,973 $39.7M
Schroder Investment Management Group 0.03% Reduce -25.7% 69,704 $37.4M
Merewether Investment Management, LP 1.07% New 69,395 $37.2M
Granahan Investment Management, LLC 1.50% Add +0.5% 68,612 $36.8M
Swiss National Bank 0.02% Reduce -2.2% 67,500 $36.2M
Nordea Investment Management AB 0.03% Reduce -1.5% 67,098 $36.0M
Public Employees Retirement Association of Colorado 0.14% No change 65,727 $35.2M
Neuberger Berman Group LLC 0.03% Add +12.6% 65,357 $35.0M
Citadel Advisors 0.03% Reduce -66.8% 64,323 $34.5M
Legal & General Group Plc 0.01% Reduce -2.1% 64,278 $34.5M
California Public Employees Retirement System 0.02% Add +6.8% 62,896 $33.7M
TimesSquare Capital Management, LLC 0.48% Reduce -21.4% 61,710 $33.1M
Assenagon Asset Management S.A. 0.05% Add +7675.2% 61,346 $32.9M
Smith Group Asset Management, LLC 2.10% Add +1812.7% 59,868 $32.1M
Neumeier Poma Investment Counsel LLC 2.95% Add +1.4% 59,070 $31.7M
AXA S.A. 0.09% Reduce -8.7% 56,700 $30.4M
Wellington Management Group LLP 0.01% Reduce -0.5% 55,424 $29.7M
Driehaus Capital Management LLC 0.23% New 54,337 $29.1M
Ieq Capital, LLC 0.18% Add +137.4% 53,769 $28.8M
Wells Fargo & Company 0.01% Add +3.4% 49,971 $26.8M
WCM Investment Management, LLC 0.06% Add +6.5% 49,592 $26.5M
Empowered Funds, LLC 0.28% Add +33.8% 45,483 $24.4M

"% 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 754 holders