Comfort Systems USA Inc. 13F holders
Of the 44 funds followed here, 13 reported a position in Comfort Systems USA Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 1.7 million shares worth $3.29 billion, 0.1% of its reported book. New this quarter: Coatue Management.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1,659,799 | $3.29 billion | 0.1% | +210,282 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,151,350 | $2.29 billion | 0.1% | -87,269 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 471,564 | $934.6 million | 0.1% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 268,159 | $531.5 million | 0.1% | -32,736 | trimmed | 30 June 2026 | 13F |
| Baillie Gifford | 212,655 | $421.5 million | 0.4% | -12,463 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 188,327 | $373.3 million | 0.4% | -73,205 | trimmed | 30 June 2026 | 13F |
| Capital Research Global Investors | 95,976 | $190.2 million | 0.0% | -57,663 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 76,160 | $150.9 million | 0.2% | +19,500 | added | 30 June 2026 | 13F |
| Millennium Management | 51,043 | $101.2 million | 0.0% | -59,670 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 48,506 | $96.1 million | 0.4% | -37,956 | trimmed | 30 June 2026 | 13F |
| Coatue Management | 17,793 | $35.3 million | 0.1% | +17,793 | new | 30 June 2026 | 13F |
| Two Sigma Investments | 10,740 | $21.3 million | 0.0% | -1,654 | trimmed | 30 June 2026 | 13F |
| Alyeska | 293 | $580,711 | 0.0% | -11,526 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 6 May 2026 | 13G/A | Fmr Llc and 3 others | 1.4 million | 4.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 1.9 million | 5.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 2.6 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Capital World Investors and 1 other | 1.6 million | 4.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 4.3 million | 12.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 2.9 million | 8.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 4 December 2025 | 13G/A | BlackRock, Inc. and 1 other | 3.8 million | 10.8% | 30 November 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Capital World Investors and 1 other | 1.8 million | 5.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 November 2025 | 13G | Fmr Llc and 3 others | 1.9 million | 5.4% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 121 on 13 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to FIX by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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