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
JNL S&P 500 Index Fund JNL Series Trust 343473K $0.09 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 342629.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
Eventide US Market ETF Strategy Shares 340625.7K $0.41 %0.00 %as of Apr 30, 2026 ↗
Virtus Tactical Allocation Series Virtus Variable Insurance Trust 332457.8K $0.78 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 322460.3K $0.06 %0.00 %as of Feb 27, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 322444K $0.20 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 321442.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
AdvisorShares HVAC and Industrials ETF AdvisorShares Trust 320441.3K $5.87 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 315434.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Global Quality Factor ETF iShares Trust 311444.5K $0.20 %0.00 %as of Feb 28, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 311428.9K $1.32 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 310427.5K $0.11 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 309426.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 3044M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 3034M SEK0.15 %0.00 %as of Mar 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 295406.8K $0.16 %0.00 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 293418.8K $0.57 %0.00 %as of Feb 28, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 291401.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 290399.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Affinity World Leaders Equity ETF Two Roads Shared Trust 287528.2K $0.74 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 282388.9K $0.47 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 2803.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 278397.4K $0.25 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2733.6M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 271373.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Simplicity Småbolag Global Simplicity AB 2703.4M SEK0.41 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 269370.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 269370.9K $1.34 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 268369.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 264364.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 260478.5K $0.11 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 256365.9K $0.16 %0.00 %as of Feb 27, 2026 ↗
PSF Global Portfolio Prudential Series Fund 256353K $0.03 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 254467.4K $0.15 %0.00 %as of Apr 30, 2026 ↗
The Free Markets ETF Tidal Trust I 254363.1K $2.04 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 252347.5K $0.33 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 250357.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily Industrials Bull 3X Shares Direxion Shares ETF Trust 246452.7K $0.84 %0.00 %as of Apr 30, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 243447.2K $0.52 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 242345.9K $0.13 %0.00 %as of Feb 28, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 241332.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 240331K $0.01 %0.00 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust 239329.6K $0.24 %0.00 %as of Mar 31, 2026 ↗
PRAXIS GROWTH INDEX FUND Praxis Mutual Funds 238328.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 2373.1M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 237326.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 234322.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
The Texas Fund Monteagle Funds 228325.9K $1.70 %0.00 %as of Feb 28, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 225310.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 222317.3K $0.07 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 220303.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 217299.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 2162.8M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 216297.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 210289.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 209288.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 208286.8K $0.50 %0.00 %as of Mar 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 206379.1K $0.17 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 205282.7K $0.31 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 202288.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 198273K $0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 197271.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 195358.8K $0.11 %0.00 %as of Apr 30, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 195358.8K $0.23 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 195278.7K $0.20 %0.00 %as of Feb 28, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 195268.9K $1.32 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 193355.2K $0.10 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 193275.9K $0.09 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 193266.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 191263.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 185255.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI 184253.7K $0.40 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1802.4M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 177244.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 175250.1K $0.36 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 173238.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 166228.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 163300K $0.08 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 163224.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 163224.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 159219.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 157216.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 154212.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 150276K $0.07 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 148272.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 148204.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 147202.7K $1.06 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 146201.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 145200K $0.94 %0.00 %as of Mar 31, 2026 ↗
Virtus U.S. Dividend ETF Virtus ETF Trust II 144265K $1.54 %0.00 %as of Apr 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 141201.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 141194.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 139198.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Industrials ProShares Trust 139198.7K $0.58 %0.00 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 138190.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 136187.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 132182K $0.25 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 131180.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP INDUSTRIALS ProFunds 130179.3K $0.96 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 129177.9K $0.03 %0.00 %as of Mar 31, 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