Comfort Systems USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.51 M | $4.84 B | 1.86% | 9.96% |
| 05/15/2026 | 2.29 M | $3.15 B | 100.00% | 6.48% | |
| 05/08/2026 | 1.88 M | $2.59 B | 100.00% | 5.34% | |
| STATE STREET CORP | 05/15/2026 | 1.47 M | $2.03 B | 3.02% | 4.17% |
| FMR LLC | 05/15/2026 | 1.45 M | $2.00 B | -13.24% | 4.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.24 M | $1.71 B | 4.44% | 3.51% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.12 M | $1.49 B | 9.44% | 3.17% |
| JPMORGAN CHASE & CO | 05/13/2026 | 889.89 K | $1.13 B | 25.87% | 2.52% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 865.78 K | $1.19 B | -47.23% | 2.46% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 620.92 K | $856.24 M | -7.16% | 1.76% |
| INVESCO LTD. | 05/12/2026 | 606.58 K | $836.47 M | -7.11% | 1.72% |
| MORGAN STANLEY | 05/15/2026 | 460.14 K | $634.52 M | 6.59% | 1.31% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 415.89 K | $573.50 M | -13.73% | 1.18% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 391.83 K | $540.33 M | 244.82% | 1.11% |
| NORTHERN TRUST CORP | 05/14/2026 | 329.10 K | $453.82 M | 3.24% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 287.74 K | $396.78 M | 0.44% | 0.82% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 279.95 K | $385.80 M | 5.43% | 0.79% |
| FEDERATED HERMES, INC. | 05/11/2026 | 267.03 K | $368.23 M | -15.89% | 0.76% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 252.98 K | $348.86 M | 12.80% | 0.72% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 05/15/2026 | 249.39 K | $343.90 M | 1.44% | 0.71% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 244.05 K | $336.54 M | 23.26% | 0.69% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 242.20 K | $333.99 M | -16.21% | 0.69% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 240.79 K | $332.05 M | -23.03% | 0.68% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 237.65 K | $327.71 M | -12.49% | 0.67% |
| BAILLIE GIFFORD & CO | 05/08/2026 | 225.12 K | $310.44 M | -18.06% | 0.64% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 219.23 K | $302.32 M | 49.29% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 218.20 K | $300.89 M | -4.17% | 0.62% |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 05/18/2026 | 213.64 K | $294.60 M | 45.31% | 0.61% |
| CASTLE HOOK PARTNERS LP | 05/15/2026 | 208.91 K | $288.08 M | -22.00% | 0.59% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 208.18 K | $287.07 M | -3.72% | 0.59% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 203.39 K | $280.47 M | 12.99% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 202.95 K | $279.87 M | 100.00% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 190.54 K | $262.76 M | 23.94% | 0.54% |
| NUVEEN, LLC | 04/30/2026 | 188.47 K | $259.90 M | 6.49% | 0.53% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 161.17 K | $222.25 M | -9.26% | 0.46% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 159.96 K | $220.58 M | -20.24% | 0.45% |
| CITADEL ADVISORS LLC | 05/15/2026 | 158.10 K | $218.02 M | 174.00% | 0.45% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 153.78 K | $212.06 M | 26.19% | 0.44% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 153.64 K | $211.87 M | 31.78% | 0.44% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 153.46 K | $211.62 M | 25.31% | 0.43% |
| JANE STREET GROUP, LLC | 05/12/2026 | 151.30 K | $208.64 M | 296.07% | 0.43% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 148.96 K | $139.02 M | -18.51% | 0.42% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 147.30 K | $203.12 M | 27.00% | 0.42% |
| ROYAL BANK OF CANADA | 05/15/2026 | 146.20 K | $201.60 M | 24.56% | 0.41% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 146.01 K | $201.34 M | 8.74% | 0.41% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 05/01/2026 | 138.26 K | $190.65 M | -29.03% | 0.39% |
| JANE STREET GROUP, LLC | 05/12/2026 | 138.00 K | $190.30 M | 396.40% | 0.39% |
| AMUNDI | 05/18/2026 | 136.84 K | $188.69 M | 21.50% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 135.01 K | $181.27 M | 56.28% | 0.38% |
| EVERCORE WEALTH MANAGEMENT, LLC | 05/15/2026 | 134.31 K | $185.21 M | -13.48% | 0.38% |
Comfort Systems USA, Inc. institutional Ownership - FAQ's
During the previous two years, 1370 institutional investors and hedge funds held shares of Comfort Systems USA, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.51 M
STATE STREET CORP: 1.47 M
FMR LLC: 1.45 M
GEODE CAPITAL MANAGEMENT, LLC: 1.24 M
AQR CAPITAL MANAGEMENT LLC: 1.12 M
JPMORGAN CHASE & CO: 889,891
92.14% of Comfort Systems USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 46.67 M shares in the last 24 months. This purchase volume represents approximately $64.10 B in transactions.