Comfort Systems USAFIX
13F holders, Q1 2026 (March 31)1,205holders +163
222new positions
66sold out
11famous investors
$1372.35avg. 13F price*
At the end of Q1 2026, 1,205 institutions reported holding Comfort Systems USA Inc. (FIX) in their 13F filings, up 163 from Q4 2025. 222 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($4.8B), Vanguard Capital Management LLC ($3.2B) and Vanguard Portfolio Management LLC ($2.6B). 11 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Steve Cohen (0.6% of Point72 Asset Management's portfolio) and Ray Dalio (0.5% of Bridgewater Associates'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 222 | $546.1M |
| Exits | 66 | $192.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,858,768 shares bought and 3,359,671 shares sold, net −500,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,205 holders
| BlackRock, Inc. | 0.09% | Add +1.9% | 3,512,927 | $4.8B |
| Vanguard Capital Management LLC | 0.08% | — | 2,285,949 | $3.2B |
| Vanguard Portfolio Management LLC | 0.14% | — | 1,881,184 | $2.6B |
| State Street Corp. | 0.07% | Add +3.0% | 1,471,879 | $2.0B |
| FMR LLC | 0.11% | Reduce -13.2% | 1,449,517 | $2.0B |
| Geode Capital Management, LLC | 0.11% | Add +4.4% | 1,238,619 | $1.7B |
| AQR Capital Management | 0.68% | Add +9.4% | 1,116,230 | $1.5B |
| Capital World Investors | 0.16% | Reduce -47.2% | 865,780 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Add +25.9% | 889,891 | $1.1B |
| Westfield Capital Management Co. LP | 3.59% | Reduce -7.2% | 620,915 | $856.2M |
| Invesco Ltd. | 0.08% | Reduce -7.1% | 606,580 | $836.5M |
| Morgan Stanley | 0.04% | Add +6.6% | 460,135 | $634.5M |
| First Trust Advisors LP | 0.41% | Reduce -13.7% | 415,886 | $573.5M |
| Capital International Investors | 0.13% | Add +244.8% | 391,831 | $540.3M |
| Northern Trust Corp. | 0.06% | Add +3.2% | 329,098 | $453.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.4% | 287,735 | $396.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +5.4% | 279,947 | $385.8M |
| Federated Hermes, Inc. | 0.60% | Reduce -15.9% | 267,030 | $368.2M |
| Arrowstreet Capital, Limited Partnership | 0.19% | Add +12.8% | 252,979 | $348.9M |
| Hood River Capital Management LLC | 3.45% | Add +1.4% | 249,385 | $343.9M |
| Goldman Sachs Group Inc. | 0.04% | Add +23.3% | 244,047 | $336.5M |
| Fuller & Thaler Asset Management, Inc. | 1.12% | Reduce -16.2% | 242,196 | $334.0M |
| Deutsche Bank AG | 0.11% | Reduce -23.0% | 240,791 | $332.0M |
| Lord, Abbett & Co. LLC | 1.12% | Reduce -12.5% | 237,647 | $327.7M |
| Baillie Gifford & Co. | 0.32% | Reduce -18.1% | 225,118 | $310.4M |
| Point72 Asset Management | 0.55% | Add +49.3% | 219,232 | $302.3M |
| Bank of New York Mellon Corp | 0.06% | Reduce -4.2% | 218,195 | $300.9M |
| Value Aligned Research Advisors, LLC | 3.49% | Add +45.3% | 213,637 | $294.6M |
| Castle Hook Partners LP | 5.82% | Reduce -22.0% | 208,906 | $288.1M |
| Artisan Partners Limited Partnership | 0.47% | Reduce -3.7% | 208,177 | $287.1M |
| Franklin Resources Inc. | 0.07% | Add +13.0% | 203,388 | $280.5M |
| Vanguard Fiduciary Trust Co. | 0.07% | — | 202,952 | $279.9M |
| UBS Group AG | 0.05% | Add +23.9% | 190,544 | $262.8M |
| Nuveen, LLC | 0.07% | Add +6.5% | 188,471 | $259.9M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -9.3% | 161,169 | $222.3M |
| Clearbridge Investments, LLC | 0.19% | Reduce -20.2% | 159,961 | $220.6M |
| Legal & General Group Plc | 0.05% | Add +26.2% | 153,779 | $212.1M |
| Capital Research Global Investors | 0.03% | Add +31.8% | 153,639 | $211.9M |
| SG Americas Securities, LLC | 0.23% | Add +25.3% | 153,458 | $211.6M |
| Ameriprise Financial Inc. | 0.05% | Add +27.0% | 147,298 | $203.1M |
| Royal Bank of Canada | 0.04% | Add +24.6% | 146,195 | $201.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +8.7% | 146,007 | $201.3M |
| Royal London Asset Management Ltd. | 0.40% | Reduce -29.0% | 138,256 | $190.7M |
| Amundi | 0.05% | Add +21.5% | 136,835 | $188.7M |
| Evercore Wealth Management, LLC | 2.91% | Reduce -13.5% | 134,308 | $185.2M |
| Raymond James Financial Inc. | 0.06% | Add +56.3% | 135,009 | $181.3M |
| Allspring Global Investments Holdings, LLC | 0.30% | Add +91.2% | 124,989 | $178.5M |
| Bank of America Corp. | 0.01% | Reduce -16.5% | 129,056 | $178.0M |
| Voya Investment Management LLC | 0.20% | Reduce -31.7% | 121,608 | $167.2M |
| Allianz Asset Management GmbH | 0.19% | Add +31.5% | 119,449 | $164.7M |
| Janus Henderson Group PLC | 0.08% | Add +16.6% | 115,378 | $159.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.34% | Reduce -20.4% | 114,241 | $157.5M |
| AMF Tjanstepension AB | 1.00% | Reduce -59.7% | 109,590 | $151.1M |
| WCM Investment Management, LLC | 0.34% | Add +24.5% | 116,698 | $148.6M |
| Swiss National Bank | 0.08% | Add +7.0% | 103,480 | $142.7M |
| Millennium Management | 0.11% | Add +65.7% | 103,313 | $142.5M |
| Barclays PLC | 0.05% | Add +52.4% | 102,970 | $142.0M |
| Principal Financial Group Inc. | 0.08% | Reduce -1.9% | 102,149 | $140.9M |
| Alliancebernstein L.P. | 0.04% | Reduce -18.5% | 148,961 | $139.0M |
| Russell Investments Group, Ltd. | 0.15% | Reduce -1.4% | 99,887 | $137.7M |
| Jacobs Levy Equity Management, Inc. | 0.56% | Reduce -64.1% | 96,221 | $132.7M |
| GW&K Investment Management, LLC | 1.16% | Reduce -14.3% | 95,674 | $131.9M |
| Temasek Holdings (Private) Ltd | 0.44% | Add +79.5% | 94,356 | $130.1M |
| Ieq Capital, LLC | 0.58% | Add +8.4% | 89,865 | $123.9M |
| Bridgewater Associates | 0.53% | Add +26.8% | 86,462 | $119.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.11% | Add +28.9% | 84,992 | $117.2M |
| KBC Group NV | 0.29% | Reduce -8.0% | 84,392 | $116.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +10.1% | 82,173 | $113.3M |
| Caisse de depot et placement du Quebec | 0.18% | Reduce -24.3% | 79,885 | $110.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +8.2% | 79,581 | $109.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +18.0% | 78,352 | $108.0M |
| California Public Employees Retirement System | 0.07% | Add +17.9% | 78,113 | $107.7M |
| Vanguard Global Advisers, LLC | 0.06% | — | 77,866 | $107.4M |
| Fiera Capital Corp | 0.36% | Reduce -0.3% | 76,892 | $106.0M |
| TimesSquare Capital Management, LLC | 1.73% | Add +44.4% | 73,968 | $102.0M |
| National Pension Service | 0.08% | Add +52.5% | 71,717 | $98.9M |
| Sei Investments Co. | 0.09% | Add +30.6% | 70,746 | $97.6M |
| HSBC Holdings PLC | 0.06% | Add +14.9% | 68,152 | $93.6M |
| D. E. Shaw & Co. | 0.08% | Reduce -19.8% | 67,779 | $93.5M |
| Squarepoint Ops LLC | 0.20% | Add +0.2% | 66,716 | $92.0M |
| Lazard Asset Management LLC | 0.15% | Add +12.6% | 66,710 | $92.0M |
| Rhumbline Advisers | 0.08% | Reduce -0.9% | 66,597 | $91.8M |
| Storebrand Asset Management As | 0.26% | Add +5.8% | 64,513 | $89.0M |
| Victory Capital Management Inc. | 0.06% | Add +12.8% | 64,058 | $88.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.07% | — | 60,206 | $83.0M |
| Smith Group Asset Management, LLC | 4.19% | Reduce -8.2% | 59,568 | $82.1M |
| Wells Fargo & Company | 0.02% | Reduce -1.7% | 58,670 | $80.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Add +42.1% | 57,993 | $80.0M |
| Man Group plc | 0.17% | Add +73.6% | 57,847 | $79.8M |
| Renaissance Technologies | 0.12% | Add +5.0% | 56,660 | $78.1M |
| Congress Asset Management Co. | 0.55% | Reduce -33.0% | 55,192 | $76.1M |
| California State Teachers Retirement System | 0.08% | Reduce -2.0% | 54,276 | $74.8M |
| American Century Companies Inc. | 0.04% | Reduce -55.2% | 51,120 | $70.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -12.1% | 50,284 | $69.3M |
| LPL Financial LLC | 0.02% | Reduce -7.3% | 49,660 | $68.5M |
| Gotham Asset Management | 0.21% | Reduce -10.3% | 48,821 | $67.3M |
| AustralianSuper Pty Ltd | 0.34% | Add +271.6% | 47,491 | $65.5M |
| Polar Capital Holdings Plc | 0.28% | Add +84.4% | 46,505 | $64.1M |
| Nomura Asset Management International Inc. | 0.11% | Add +2.0% | 45,960 | $63.4M |
| Schroder Investment Management Group | 0.05% | Reduce -31.3% | 45,833 | $63.2M |
"% of holder's portfolio" is FIX's weight in each manager's 13F, not the share of Comfort Systems USA Inc. the manager owns.