Comfort Systems USA: which funds bought and sold
Institutions that bought and sold Comfort Systems USA shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 723 institutions that filed 13F reports for both quarters added to or opened positions in Comfort Systems USA, and 566 cut or closed them. Together they sold a net 326K shares, −1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 251K shares (−3.0%); index fund managers were net sellers of 117K shares (−1.0%). 230 opened a new position and 81 sold out entirely.
Bought, Q2 2026 723 institutions, 230 of them new holders Sold, Q2 2026 566 institutions, 81 of them sold out
Net change, all compared −326K shares (−1.0%)
Net change, active managers −251K shares (−3.0%), 49 bought, 53 sold
Buyers versus sellers
723 bought 120 566 sold
Active managers and hedge funds 49 bought · 53 sold · −251K
Index fund managers 7 bought · 5 sold · −117K
Other institutions 667 bought · 508 sold · +43K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | +221K +96731.6% | 221K | $440M |
| FMR LLC Active manager | +210K +14.5% | 1.7M | $3.3B |
| Price T Rowe Associates Inc Active manager | +164K +101.4% | 325K | $643M |
| Amundi | +156K +114.1% | 293K | $581M |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | +123K +144.7% | 208K | $412M |
| American Century Companies Inc Active manager | +112K +218.6% | 163K | $323M |
| Arax Advisory Partners | +91K +16659.4% | 92K | $182M |
| Wellington Management Group LLP Active manager | +86K +447.6% | 105K | $208M |
| Federated Hermes, Inc. Active manager | +74K +27.9% | 341K | $677M |
| State Street Corp Index funds | +65K +4.4% | 1.5M | $3B |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +56K +38.3% | 202K | $400M |
| Invesco Ltd. | +52K +8.5% | 658K | $1.3B |
| Jacobs Levy Equity Management, Inc Active manager | +49K +50.5% | 145K | $287M |
| Legal & General Group PLC | +48K +31.3% | 202K | $400M |
| Bank Julius Baer & Co. Ltd, Zurich | +48K +1001.0% | 52K | $104M |
| Assenagon Asset Management S.A. | +47K +309.2% | 62K | $123M |
| Wells Fargo & Company | +44K +75.7% | 103K | $204M |
| Citigroup Inc | +44K +147.6% | 74K | $146M |
| Caisse De Depot Et Placement Du Quebec | +43K +54.0% | 123K | $244M |
| Panagora Asset Management Inc Active manager | +42K +107.7% | 80K | $160M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | +221K +96731.6% | 221K | $440M |
| FMR LLC Active manager | +210K +14.5% | 1.7M | $3.3B |
| Price T Rowe Associates Inc Active manager | +164K +101.4% | 325K | $643M |
| American Century Companies Inc Active manager | +112K +218.6% | 163K | $323M |
| Wellington Management Group LLP Active manager | +86K +447.6% | 105K | $208M |
| Federated Hermes, Inc. Active manager | +74K +27.9% | 341K | $677M |
| Jacobs Levy Equity Management, Inc Active manager | +49K +50.5% | 145K | $287M |
| Panagora Asset Management Inc Active manager | +42K +107.7% | 80K | $160M |
| Balyasny Asset Management L.P. Hedge fund | +35K +587.8% | 41K | $80.8M |
| Jennison Associates LLC Active manager | +34K +112.4% | 63K | $126M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Westfield Capital Management Co LP Active manager | −265K −42.8% | 355K | $704M |
| Capital International Investors Active manager | −250K −63.9% | 141K | $280M |
| Hood River Capital Management LLC | −249K Sold out | 0 | — |
| Capital World Investors Active manager | −146K −16.8% | 720K | $1.4B |
| SG Americas Securities, LLC | −124K −80.6% | 30K | $59.1M |
| Blackrock, Inc. Index funds | −115K −3.3% | 3.4M | $6.7B |
| Fuller & Thaler Asset Management, Inc. | −111K −46.0% | 131K | $259M |
| Castle Hook Partners LP Hedge fund | −110K −52.9% | 98K | $195M |
| Alliancebernstein L.P. Active manager | −108K −72.6% | 41K | $56.3M |
| Clearbridge Investments, LLC Active manager | −95K −59.1% | 65K | $130M |
| Geode Capital Management, LLC Index funds | −87K −7.0% | 1.2M | $2.3B |
| Millennium Management LLC Hedge fund | −67K −64.7% | 36K | $72.2M |
| Squarepoint Ops LLC Hedge fund | −64K −96.2% | 2,525 | $5M |
| Capital Research Global Investors Active manager | −58K −37.5% | 96K | $190M |
| AQR Capital Management LLC Hedge fund | −57K −5.1% | 1.1M | $2.1B |
| Allspring Global Investments Holdings, LLC | −57K −45.6% | 68K | $127M |
| Gw&K Investment Management, LLC | −52K −54.2% | 44K | $86.9M |
| Jpmorgan Chase & Co | −51K −5.8% | 838K | $1.6B |
| First Trust Advisors LP | −41K −9.8% | 375K | $743M |
| Point72 Asset Management, L.P. Hedge fund | −40K −18.0% | 180K | $356M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Westfield Capital Management Co LP Active manager | −265K −42.8% | 355K | $704M |
| Capital International Investors Active manager | −250K −63.9% | 141K | $280M |
| Capital World Investors Active manager | −146K −16.8% | 720K | $1.4B |
| Castle Hook Partners LP Hedge fund | −110K −52.9% | 98K | $195M |
| Alliancebernstein L.P. Active manager | −108K −72.6% | 41K | $56.3M |
| Clearbridge Investments, LLC Active manager | −95K −59.1% | 65K | $130M |
| Millennium Management LLC Hedge fund | −67K −64.7% | 36K | $72.2M |
| Squarepoint Ops LLC Hedge fund | −64K −96.2% | 2,525 | $5M |
| Capital Research Global Investors Active manager | −58K −37.5% | 96K | $190M |
| AQR Capital Management LLC Hedge fund | −57K −5.1% | 1.1M | $2.1B |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Coatue Management LLCHedge fund | 18K | $35.3M |
| Zevenbergen Capital Investments LLCActive manager | 14K | $28.6M |
| Parnassus Investments, LLCActive manager | 11K | $22M |
| Mn Services Vermogensbeheer B.V. | 10K | $20.2M |
| Imc-Chicago, LLC | 9,346 | $18.5M |
| USS Investment Management Ltd | 8,354 | $16.6M |
| Varma Mutual Pension Insurance Co | 7,800 | $15.5M |
| Kadensa Capital Ltd | 6,269 | $12.4M |
| Seven Grand Managers, LLC | 6,000 | $11.9M |
| 1832 Asset Management L.P. | 4,321 | $8.6M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Hood River Capital Management LLC | 249K | $344M |
| Granahan Investment Management, LLC | 26K | $35.9M |
| Freestone Grove Partners LPHedge fund | 17K | $23.8M |
| Capital Fund Management S.A.Hedge fund | 16K | $22.6M |
| Lbp Am SA | 11K | $15M |
| Aquatic Capital Management LLC | 7,947 | $11M |
| Pbu - The Pension Fund Of Early Childhood & Youth Educators | 7,525 | $10.4M |
| Benchstone Capital Management LP | 6,996 | $9.6M |
| Jain Global LLCHedge fund | 5,989 | $8.3M |
| Quadrature Capital LtdHedge fund | 5,318 | $7.3M |
Who holds the shares
- Institutions reporting
- 1,346
- Ten largest holders
- 46.5% of 13F-reported shares
- Index fund managers
- 34.2% of 13F-reported shares
- Active managers and hedge funds
- 24.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 49 | 53 | 10 | 10 | −251K | −3.0% |
| Index fund managers | 7 | 5 | 0 | 0 | −117K | −1.0% |
| Other institutions | 667 | 508 | 220 | 71 | +43K | +0.3% |