Titelia

Fund shareholders of Comfort Systems USA Inc

ISIN US1999081045 · United States · LEI 5299009DT1ZA5HTU6R38

Fund shareholders
958
Of which ETFs
249 709 other funds
Value held
22.8B $ 2.6B SEK · 7.9M €
Share of capital
44.1 % of 35.2M shares on Jul 17, 2026
FundSharesValueWeight in fundShare of capital
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 9,76918M $0.10 %0.03 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 9,72013.4M $0.08 %0.03 %as of Mar 31, 2026 ↗
NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust 9,69313.4M $3.37 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 9,68313.8M $1.13 %0.03 %as of Feb 28, 2026 ↗
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 9,61517.7M $5.00 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,39413M $0.08 %0.03 %as of Mar 31, 2026 ↗
VictoryShares Free Cash Flow Growth ETF Victory Portfolios II 9,38812.9M $2.00 %0.03 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 9,36217.2M $0.18 %0.03 %as of Apr 30, 2026 ↗
Allspring Mid Cap Growth Fund ALLSPRING FUNDS TRUST 9,27412.8M $2.24 %0.03 %as of Mar 31, 2026 ↗
Victory Aggressive Growth Fund Victory Portfolios III 9,12516.8M $0.63 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Hållbar Energi Handelsbanken Fonder AB 9,021118.5M SEK0.70 %0.03 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 8,91116.4M $0.10 %0.03 %as of Apr 30, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 8,90116.4M $1.18 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,83616.3M $0.20 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust 8,78816.2M $1.61 %0.02 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 8,75116.1M $0.14 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 8,74616.1M $0.81 %0.02 %as of Apr 30, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 8,70512M $0.88 %0.02 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 8,67612M $0.59 %0.02 %as of Mar 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 8,50715.7M $1.88 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. Quality Growth Fund WisdomTree Trust 8,46911.7M $0.56 %0.02 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 8,37011.5M $1.09 %0.02 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 8,33511.5M $1.52 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 8,26015.2M $0.10 %0.02 %as of Apr 30, 2026 ↗
TCW Transform Systems ETF TCW ETF Trust 8,18315.1M $1.02 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 8,03914.8M $0.18 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 7,98614.7M $0.10 %0.02 %as of Apr 30, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 7,96214.7M $0.64 %0.02 %as of Apr 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 7,93210.9M $0.47 %0.02 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Mid Cap Growth Fund Columbia Funds Variable Series Trust II 7,89010.9M $2.43 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 7,87510.9M $0.09 %0.02 %as of Mar 31, 2026 ↗
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 7,85710.8M $2.16 %0.02 %as of Mar 31, 2026 ↗
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 7,82310.8M $0.38 %0.02 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 7,79910.8M $0.04 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 7,77610.7M $0.09 %0.02 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 7,730101.5M SEK0.21 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,70911M $0.09 %0.02 %as of Feb 28, 2026 ↗
VIP Strategic Income Portfolio Variable Insurance Products Fund V 7,70010.6M $0.64 %0.02 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 7,68010.6M $0.03 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 7,58914M $0.10 %0.02 %as of Apr 30, 2026 ↗
ALGER MID CAP FOCUS FUND ALGER FUNDS 7,51213.8M $4.35 %0.02 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 7,46510.3M $0.04 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 7,41413.6M $0.10 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,36010.1M $0.09 %0.02 %as of Mar 31, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,32013.5M $1.06 %0.02 %as of Apr 30, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 7,29395.8M SEK0.21 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 7,29010.1M $0.09 %0.02 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 7,27713.4M $0.65 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 7,22110M $0.09 %0.02 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 7,1359.8M $0.33 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,07413M $0.11 %0.02 %as of Apr 30, 2026 ↗
Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust 6,9689.6M $2.55 %0.02 %as of Mar 31, 2026 ↗
AdvisorShares Focused Equity ETF AdvisorShares Trust 6,9629.6M $6.22 %0.02 %as of Mar 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 6,76088.8M SEK0.07 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 6,6839.2M $0.59 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 6,65912.3M $0.47 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,6129.1M $0.08 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 6,5239M $0.63 %0.02 %as of Mar 31, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 6,4418.9M $0.74 %0.02 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 6,3778.8M $1.16 %0.02 %as of Mar 31, 2026 ↗
Franklin Growth Opportunities Fund Franklin Strategic Series 6,37411.7M $0.26 %0.02 %as of Apr 30, 2026 ↗
Harbor Long-Term Growers ETF Harbor ETF Trust 6,28611.6M $1.06 %0.02 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 6,27011.5M $0.30 %0.02 %as of Apr 30, 2026 ↗
Storebrand Global Solutions Storebrand Asset Management AS 6,22181.7M SEK1.07 %0.02 %as of Mar 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 6,0738.4M $0.26 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 6,02011.1M $0.46 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 6,0138.6M $0.08 %0.02 %as of Feb 28, 2026 ↗
VIP Growth Opportunities Portfolio Variable Insurance Products Fund III 6,0008.3M $0.20 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 5,9608.2M $0.08 %0.02 %as of Mar 31, 2026 ↗
Systematic Growth Fund VALIC Co I 5,9558.5M $0.85 %0.02 %as of Feb 28, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 5,8908.1M $1.06 %0.02 %as of Mar 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 5,8578.1M $0.88 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,8458.4M $0.08 %0.02 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,8448.4M $1.15 %0.02 %as of Feb 28, 2026 ↗
VOYA LARGE-CAP GROWTH FUND Voya Equity Trust 5,8428.4M $1.07 %0.02 %as of Feb 28, 2026 ↗
Victory Growth Fund Victory Portfolios III 5,75510.6M $0.44 %0.02 %as of Apr 30, 2026 ↗
MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II 5,7407.9M $2.92 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 5,7037.9M $0.09 %0.02 %as of Mar 31, 2026 ↗
ALGER MID CAP GROWTH FUND ALGER FUNDS 5,69210.5M $3.76 %0.02 %as of Apr 30, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 5,6277.8M $1.69 %0.02 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 5,61073.7M SEK0.17 %0.02 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 5,50872.4M SEK0.16 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,50810.1M $0.81 %0.02 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 5,46810.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 5,4527.8M $0.72 %0.02 %as of Feb 28, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,41210M $1.43 %0.02 %as of Apr 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 5,4009.9M $1.50 %0.02 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 5,3907.4M $0.28 %0.02 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III 5,3819.9M $2.18 %0.02 %as of Apr 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 5,3647.4M $0.09 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 5,3129.8M $0.42 %0.02 %as of Apr 30, 2026 ↗
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 5,3007.3M $5.46 %0.02 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust 5,2707.3M $2.38 %0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 5,2599.7M $0.20 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II 5,2107.4M $1.17 %0.01 %as of Feb 28, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 5,1527.1M $1.22 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 5,0999.4M $1.26 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 5,0979.4M $0.43 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 5,0246.9M $0.05 %0.01 %as of Mar 31, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 4,9407.1M $0.98 %0.01 %as of Feb 28, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 7.41 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 6.40 %as of Mar 31, 2026 ↗
Invesco Building & Construction ETF Invesco Exchange-Traded Fund Trust 6.36 %as of Apr 30, 2026 ↗
AdvisorShares Focused Equity ETF AdvisorShares Trust 6.22 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 6.17 %as of Mar 31, 2026 ↗
Smart Trend 25 ETF Tidal Trust I 6.17 %as of Mar 31, 2026 ↗
AdvisorShares HVAC and Industrials ETF AdvisorShares Trust 5.87 %as of Mar 31, 2026 ↗
Fidelity Leveraged Company Stock Fund Fidelity Securities Fund 5.48 %as of Apr 30, 2026 ↗
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 5.46 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 5.32 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2903+12015,318,109-3.8 %
2026Q1783+13615,915,323-7.5 %
2025Q4647+4317,203,347-3.1 %
2025Q3604+2017,748,633-3.1 %
2025Q2584-2618,318,546-4.1 %
2025Q1610+3419,103,023-1.3 %
2024Q4576+2319,347,372-5.4 %
2024Q3553+2420,443,465+0.2 %
2024Q2529+7220,392,492+4.9 %
2024Q1457+3719,448,442-8.7 %
2023Q442021,298,411

Institutional managers

1,184 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,512,9274.8B $as of Mar 31, 2026
STATE STREET CORP1,471,8792B $as of Mar 31, 2026
FMR LLC1,449,5172B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,238,6191.7B $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,116,2301.5B $as of Mar 31, 2026
JPMORGAN CHASE & CO889,8911.1B $as of Mar 31, 2026
Capital World Investors865,7801.2B $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP620,915856.2M $as of Mar 31, 2026
Invesco Ltd.606,580836.5M $as of Mar 31, 2026
MORGAN STANLEY460,135634.5M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP415,886573.5M $as of Mar 31, 2026
Capital International Investors391,831540.3M $as of Mar 31, 2026
NORTHERN TRUST CORP329,098453.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC287,735396.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP279,947385.8M $as of Mar 31, 2026
FEDERATED HERMES, INC.267,030368.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP252,979348.9M $as of Mar 31, 2026
Hood River Capital Management LLC249,385343.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC244,047336.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.242,196334M $as of Mar 31, 2026
DEUTSCHE BANK AG\240,791332M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC237,647327.7K $as of Mar 31, 2026
BAILLIE GIFFORD & CO225,118310.4M $as of Mar 31, 2026
Point72 Asset Management, L.P.219,232302.3M $as of Mar 31, 2026
Bank of New York Mellon Corp218,195300.9M $as of Mar 31, 2026

Declared shareholders of Comfort Systems USA Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.49 %2,634,611as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.37 %1,891,176as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other4.10 %1,449,518as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Comfort Systems USA Inc". https://titelia.com/en/stocks/comfort-systems-usa-inc-US1999081045