Comfort Systems USAFIX
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 887 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, up 133 from Q2 2025. 206 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($3.3B), Vanguard Group Inc. ($3.0B) and FMR LLC ($1.6B). 11 famous investors held it, including Dan Loeb (2.0% of Third Point's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Comfort Systems USA Inc.
- Sector
- Industrials
- CUSIP
- 199908104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 206 | $939.5M |
| Exits | 71 | $141.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,546,897 shares bought and 3,628,484 shares sold, net −81,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 887 holders
| BlackRock, Inc. | 0.06% | Add +2.5% | 3,977,588 | $3.3B |
| Vanguard Group Inc. | 0.05% | Reduce -2.3% | 3,684,559 | $3.0B |
| FMR LLC | 0.08% | Add +20.5% | 1,892,021 | $1.6B |
| Capital World Investors | 0.20% | Reduce -19.2% | 1,799,310 | $1.5B |
| Invesco Ltd. | 0.14% | Add +7.4% | 1,064,560 | $878.5M |
| State Street Corp. | 0.03% | Reduce -1.9% | 1,053,556 | $869.4M |
| Geode Capital Management, LLC | 0.04% | Add +3.8% | 853,468 | $704.4M |
| Westfield Capital Management Co. LP | 2.88% | Reduce -11.0% | 833,195 | $687.5M |
| AQR Capital Management | 0.43% | Add +6.8% | 835,560 | $678.5M |
| JPMorgan Chase & Co. | 0.04% | Add +36.8% | 734,519 | $606.1M |
| First Trust Advisors LP | 0.32% | Add +29.8% | 513,257 | $423.5M |
| Baillie Gifford & Co. | 0.25% | Reduce -4.6% | 412,784 | $340.6M |
| Fuller & Thaler Asset Management, Inc. | 1.04% | Reduce -30.5% | 370,623 | $305.8M |
| Millennium Management | 0.24% | Add +130.6% | 358,685 | $296.0M |
| Morgan Stanley | 0.02% | Add +4.1% | 345,660 | $285.2M |
| AMF Tjanstepension AB | 1.70% | New | 324,974 | $268.2M |
| Federated Hermes, Inc. | 0.47% | Add +8.8% | 324,279 | $267.6M |
| Northern Trust Corp. | 0.03% | Reduce -7.9% | 309,323 | $255.2M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -6.4% | 304,671 | $251.3M |
| Castle Hook Partners LP | 3.48% | New | 278,932 | $230.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +9.3% | 275,470 | $227.3M |
| Lord, Abbett & Co. LLC | 0.70% | Add +106.8% | 273,747 | $225.9M |
| Jacobs Levy Equity Management, Inc. | 0.89% | Reduce -9.3% | 272,441 | $224.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.7% | 271,377 | $223.9M |
| Hood River Capital Management LLC | 2.35% | Reduce -0.9% | 241,191 | $199.0M |
| Royal London Asset Management Ltd. | 0.43% | Reduce -29.7% | 240,548 | $198.5M |
| Deutsche Bank AG | 0.07% | Add +11.5% | 238,412 | $196.7M |
| Artisan Partners Limited Partnership | 0.28% | Add +9.6% | 234,223 | $193.3M |
| Qube Research & Technologies Ltd | 0.25% | Add +116.4% | 216,715 | $178.8M |
| Voya Investment Management LLC | 0.20% | Reduce -26.8% | 217,122 | $178.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -22.2% | 211,153 | $174.2M |
| Clearbridge Investments, LLC | 0.13% | Reduce -0.8% | 208,191 | $171.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -31.3% | 207,729 | $171.4M |
| T. Rowe Price Associates Inc. | 0.02% | Add +5.7% | 200,832 | $165.7M |
| Third Point | 1.99% | Add +8.1% | 200,000 | $165.0M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +27.1% | 190,203 | $157.0M |
| D. E. Shaw & Co. | 0.13% | Reduce -3.8% | 187,594 | $154.8M |
| GW&K Investment Management, LLC | 1.28% | Reduce -13.9% | 174,817 | $144.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.12% | Add +12.3% | 166,522 | $137.4M |
| Principal Financial Group Inc. | 0.07% | Reduce -7.3% | 160,698 | $132.6M |
| Evercore Wealth Management, LLC | 1.93% | Add +0.4% | 159,280 | $131.4M |
| Comerica Bank | 0.49% | Add +4.7% | 158,406 | $130.7M |
| Nuveen, LLC | 0.03% | Reduce -27.6% | 154,840 | $127.8M |
| Capital Research Global Investors | 0.02% | Reduce -13.1% | 152,607 | $125.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.29% | Add +22.3% | 152,141 | $125.5M |
| Franklin Resources Inc. | 0.03% | Reduce -21.3% | 150,130 | $123.9M |
| Lazard Asset Management LLC | 0.16% | Add +10.8% | 145,471 | $120.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.6% | 144,262 | $119.0M |
| Capital International Investors | 0.02% | Reduce -32.1% | 140,428 | $115.9M |
| Bank of America Corp. | 0.01% | Reduce -26.5% | 133,121 | $109.8M |
| UBS Group AG | 0.02% | Add +26.0% | 127,129 | $104.9M |
| Bain Capital Public Equity Management II, LLC | 4.69% | New | 121,581 | $100.3M |
| Caisse de depot et placement du Quebec | 0.18% | Reduce -32.5% | 120,933 | $99.8M |
| EULAV Asset Management | 2.31% | Reduce -9.1% | 120,608 | $99.5M |
| Handelsbanken Fonder AB | 0.30% | Reduce -15.3% | 114,458 | $94.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -35.9% | 113,657 | $93.8M |
| American Century Companies Inc. | 0.04% | Add +7.4% | 106,328 | $87.7M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -15.7% | 105,999 | $87.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.3% | 101,343 | $83.6M |
| Rhumbline Advisers | 0.06% | Reduce -1.8% | 96,663 | $79.8M |
| Congress Asset Management Co. | 0.53% | Reduce -14.0% | 95,877 | $79.1M |
| Blue Grotto Capital, LLC | 9.15% | Reduce -28.6% | 95,607 | $78.9M |
| Royal Bank of Canada | 0.01% | Add +29.0% | 95,425 | $78.7M |
| Artemis Investment Management LLP | 0.96% | Reduce -58.6% | 93,331 | $77.0M |
| Granahan Investment Management, LLC | 3.13% | Add +35.2% | 92,772 | $76.6M |
| Jane Street Group, LLC | 0.08% | Add +168.8% | 86,501 | $71.4M |
| Janus Henderson Group PLC | 0.03% | Reduce -16.7% | 86,181 | $71.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -12.5% | 85,870 | $70.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.9% | 85,830 | $70.8M |
| WCM Investment Management, LLC | 0.13% | Add +63.0% | 80,823 | $64.8M |
| Allianz Asset Management GmbH | 0.08% | Reduce -17.3% | 77,673 | $64.1M |
| Retirement Systems of Alabama | 0.21% | Reduce -0.6% | 77,369 | $63.8M |
| Citadel Advisors | 0.05% | Add +7.6% | 69,204 | $57.1M |
| Robeco Schweiz AG | 1.28% | Reduce -21.6% | 69,200 | $57.1M |
| Swiss National Bank | 0.03% | Add +2.1% | 68,900 | $56.9M |
| California Public Employees Retirement System | 0.03% | Add +7.7% | 67,733 | $55.9M |
| Neuberger Berman Group LLC | 0.04% | Reduce -0.9% | 64,796 | $53.5M |
| Barclays PLC | 0.02% | Add +96.5% | 64,704 | $53.4M |
| Systematic Financial Management LP | 1.29% | Reduce -29.8% | 64,484 | $53.2M |
| Jennison Associates LLC | 0.03% | Add +2407.3% | 63,561 | $52.4M |
| Public Employees Retirement Association of Colorado | 0.19% | Reduce -4.1% | 63,050 | $52.0M |
| Ieq Capital, LLC | 0.16% | Add +17.2% | 63,036 | $52.0M |
| Smith Group Asset Management, LLC | 2.97% | Add +4.7% | 62,660 | $51.7M |
| Legal & General Group Plc | 0.01% | Reduce -4.3% | 61,545 | $50.8M |
| Fiera Capital Corp | 0.16% | Add +925.4% | 58,132 | $48.0M |
| Value Aligned Research Advisors, LLC | 1.04% | New | 54,715 | $45.1M |
| LPL Financial LLC | 0.01% | Add +109.8% | 54,666 | $45.1M |
| AXA Investment Managers S.A. | 0.12% | — | 52,718 | $43.5M |
| Renaissance Group LLC | 1.64% | Reduce -39.7% | 52,704 | $43.5M |
| Freestone Grove Partners LP | 0.32% | Reduce -49.4% | 52,304 | $43.2M |
| Bridgewater Associates | 0.17% | Add +325.3% | 52,083 | $43.0M |
| Driehaus Capital Management LLC | 0.30% | Reduce -6.9% | 50,594 | $41.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | New | 50,417 | $41.6M |
| Renaissance Technologies | 0.05% | Reduce -61.3% | 50,400 | $41.6M |
| Nordea Investment Management AB | 0.04% | Reduce -23.6% | 51,293 | $41.5M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 50,123 | $41.4M |
| E. Ohman J:or Asset Management AB | 0.94% | Reduce -35.0% | 48,538 | $40.1M |
| Carmignac Gestion | 0.60% | Reduce -63.0% | 48,400 | $39.9M |
| Empowered Funds, LLC | 0.40% | Add +6.2% | 48,295 | $39.9M |
| Brevan Howard Capital Management LP | 0.58% | Add +190.3% | 48,062 | $39.7M |
"% of holder's portfolio" is FIX's weight in each manager's 13F, not the share of Comfort Systems USA Inc. the manager owns.