Comfort Systems USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 4.31 M | $4.02 B | 16.98% | 12.21% |
| BLACKROCK, INC. | 02/12/2026 | 3.45 M | $3.22 B | -13.30% | 9.77% |
| FMR LLC | 02/17/2026 | 1.67 M | $1.56 B | -11.70% | 4.73% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 1.64 M | $1.53 B | -8.82% | 4.65% |
| STATE STREET CORP | 02/13/2026 | 1.43 M | $1.33 B | 35.60% | 4.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.19 M | $1.10 B | 38.95% | 3.36% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.02 M | $951.88 M | 22.06% | 2.89% |
| JPMORGAN CHASE & CO | 02/11/2026 | 706.99 K | $659.83 M | -3.75% | 2.00% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 668.84 K | $624.22 M | -19.73% | 1.89% |
| INVESCO LTD. | 02/19/2026 | 652.98 K | $609.42 M | -38.66% | 1.85% |
| NORGES BANK | 02/10/2026 | 503.17 K | $469.61 M | 100.00% | 1.43% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 482.10 K | $449.94 M | -6.07% | 1.37% |
| MORGAN STANLEY | 02/13/2026 | 431.67 K | $402.88 M | 24.88% | 1.22% |
| NORTHERN TRUST CORP | 02/17/2026 | 318.78 K | $297.52 M | 3.06% | 0.90% |
| FEDERATED HERMES, INC. | 02/12/2026 | 317.47 K | $296.29 M | -2.10% | 0.90% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 312.82 K | $291.96 M | 31.21% | 0.89% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 289.04 K | $269.76 M | -22.01% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 286.48 K | $267.37 M | 37.91% | 0.81% |
| BAILLIE GIFFORD & CO | 01/23/2026 | 274.74 K | $256.41 M | -33.44% | 0.78% |
| AMF TJANSTEPENSION AB | 02/06/2026 | 271.67 K | $253.55 M | -16.40% | 0.77% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 271.58 K | $253.46 M | -0.79% | 0.77% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 267.87 K | $250.00 M | -1.68% | 0.76% |
| CASTLE HOOK PARTNERS LP | 02/17/2026 | 267.83 K | $249.97 M | -3.98% | 0.76% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 265.52 K | $247.84 M | -12.85% | 0.75% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 02/17/2026 | 245.86 K | $229.46 M | 1.93% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 227.69 K | $212.50 M | -16.10% | 0.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 224.27 K | $209.31 M | 17.91% | 0.64% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 216.21 K | $201.79 M | -7.69% | 0.61% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 200.55 K | $187.17 M | -3.67% | 0.57% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 197.99 K | $184.78 M | -28.13% | 0.56% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 02/13/2026 | 194.80 K | $181.80 M | -19.02% | 0.55% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 182.81 K | $170.61 M | -13.42% | 0.52% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 180.01 K | $168.00 M | 19.90% | 0.51% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 178.13 K | $165.75 M | -17.96% | 0.50% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 177.62 K | $165.77 M | -11.56% | 0.50% |
| NUVEEN, LLC | 02/12/2026 | 176.99 K | $165.18 M | 14.30% | 0.50% |
| EVERCORE WEALTH MANAGEMENT, LLC | 02/17/2026 | 155.24 K | $144.88 M | -2.54% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 154.60 K | $144.29 M | 16.14% | 0.44% |
| UBS GROUP AG | 01/29/2026 | 153.73 K | $143.48 M | 20.93% | 0.44% |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 02/17/2026 | 147.02 K | $137.21 M | 168.70% | 0.42% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 146.85 K | $137.06 M | 320.98% | 0.42% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 01/27/2026 | 143.60 K | $134.02 M | -5.61% | 0.41% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 134.28 K | $125.32 M | 18.14% | 0.38% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 122.47 K | $114.30 M | 5,830.51% | 0.35% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 121.86 K | $113.73 M | 98.00% | 0.35% |
| ROYAL BANK OF CANADA | 02/17/2026 | 117.37 K | $109.54 M | 22.99% | 0.33% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 116.59 K | $108.81 M | -23.60% | 0.33% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 115.98 K | $108.25 M | -19.60% | 0.33% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 114.07 K | $106.46 M | 7.28% | 0.32% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 113.63 K | $106.05 M | -19.08% | 0.32% |
Comfort Systems USA, Inc. institutional Ownership - FAQ's
During the previous two years, 1389 institutional investors and hedge funds held shares of Comfort Systems USA, Inc.. The most heavily invested institutionals were:
WESTFIELD CAPITAL MANAGEMENT CO LP: 620,915
Invesco Ltd.: 606,580
DIMENSIONAL FUND ADVISORS LP: 279,947
FEDERATED HERMES, INC.: 267,030
DEUTSCHE BANK AG\: 240,791
BAILLIE GIFFORD & CO: 225,118
94.18% of Comfort Systems USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 48.10 M shares in the last 24 months. This purchase volume represents approximately $66.07 B in transactions.