Comfort Systems USAFIX

13F holders, Q3 2025 (September 30)
887holders +133
206new positions
71sold out
11famous investors
$823.65avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions206$939.5M
Exits71$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.

Show all 887 holders