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Comfort Systems USA Inc

FIX
Exchange
NYSE
Industry
Electrical Work
SEC CIK
0001035983

In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 3 sales; 1,357 institutions reported holding it in 13F filings for Q2 2026, worth $64.6B in total; superinvestors Coatue Management and Markel Group hold it.

13F holders, Q1 2021

Institutional positions in Comfort Systems USA Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
252
No complete 13F data for Q4 2020
Shares held
34.9M
No complete 13F data for Q4 2020
Total value
$2.57B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 252 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ1 2021: $2.57B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$2.57B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FIX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
Parallel Advisors, LLC5$00.00%––
Brown Brothers Harriman & Co14$1.00K0.00%––
Coastal Capital Group, Inc.15$1.00K0.00%––
Carolinas Wealth Consulting LLC13$1.00K0.00%––
TCI Wealth Advisors, Inc.32$2.00K0.00%––
Aua Capital Management, LLC31$2.00K0.00%––
Versant Capital Management, Inc21$2.00K0.00%––
Valeo Financial Advisors, LLC46$3.00K0.00%––
Reilly Financial Advisors, LLC50$4.00K0.00%––
Benjamin F. Edwards & Company, Inc.59$4.00K0.00%––
Tarbox Family Office, Inc.50$4.00K0.00%––
Quadrant Capital Group LLC54$4.00K0.00%––
Graves-Light Private Wealth Management, Inc.50$4.00K0.00%––
American Portfolios Advisors69$5.17K0.00%––
IFP Advisors, Inc85$6.00K0.00%––
Solstein Capital, LLC84$6.00K0.01%––
Sage Financial Management Group, Inc.100$7.00K0.01%––
Liberty Wealth Management LLC130$7.00K0.00%––
Proequities, Inc.107$8.00K0.00%––
Kelly Financial Services LLC115$8.63K0.01%––
Trustcore Financial Services, LLC144$11.0K0.00%––
Parkside Financial Bank & Trust162$12.0K0.00%––
Jacobi Capital Management LLC175$13.0K0.00%––
Sutton Wealth Advisors Inc.185$13.8K0.01%––
Allworth Financial LP200$15.0K0.00%––
Steward Partners Investment Advisory, LLC203$15.2K0.00%––
Assetmark, Inc220$16.0K0.00%––
Close Asset Management Ltd240$18.0K0.00%––
Geneos Wealth Management Inc.230$18.0K0.00%––
Eaton Vance Management255$19.0K0.00%––
Alpha Paradigm Partners, LLC269$20.0K0.01%––
Cowa, LLC268$21.0K0.01%––
Copeland Capital Management, LLC375$28.0K0.00%––
Harvest Fund Management Co., Ltd417$31.0K0.00%––
Stonebridge Capital Advisors LLC426$32.0K0.00%––
Arkadios Wealth Advisors469$35.0K0.01%––
Fifth Third Bancorp512$38.0K0.00%––
Thompson Siegel & Walmsley LLC525$39.0K0.00%––
Harbour Investments, Inc.544$41.0K0.00%––
Private Capital Group, LLC662$49.0K0.01%––
Macquarie Group Ltd682$51.0K0.00%––
First Horizon Advisors, Inc.733$54.0K0.00%––
Heritage Wealth Management, LLC798$60.0K0.03%––
Captrust Financial Advisors1,117$84.0K0.00%––
Simplex Trading, LLC1,477$110.0K0.01%––
Northwestern Mutual Wealth Management Co1,496$112.0K0.00%––
Ancora Advisors, LLC1,700$127.0K0.00%––
Meeder Asset Management Inc2,209$165.0K0.01%––
FourThought Financial, LLC2,226$166.0K0.02%––
Euclidean Technologies Management, LLC2,714$203.0K0.18%––
9258 Wealth Management, LLC2,913$218.0K0.07%––
Pictet Asset Management Ltd3,000$224.0K0.00%––
Ameritas Investment Partners, Inc.3,010$225.0K0.01%––
QS Investors, LLC3,000$225.0K0.00%––
Cambridge Investment Research Advisors, Inc.3,049$228.0K0.00%––
First Citizens Bank & Trust Co3,117$233.0K0.01%––
LPL Financial LLC3,172$237.0K0.00%––
BTC Capital Management, Inc.3,303$245.0K0.03%––
HighTower Advisors, LLC3,425$253.0K0.00%––
Balyasny Asset Management LLC3,510$262.0K0.00%––
Ergoteles LLC3,506$262.0K0.01%––
LS Investment Advisors, LLC3,564$266.0K0.01%––
Canandaigua National Corp3,574$267.0K0.05%––
Tower Research Capital LLC (TRC)3,736$279.0K0.00%––
Cetera Investment Advisers3,800$284.0K0.01%––
Profund Advisors LLC3,822$286.0K0.01%––
Ifrah Financial Services, Inc.3,830$286.0K0.09%––
Amalgamated Bank3,861$289.0K0.01%––
Teacher Retirement System of Texas4,094$306.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,267$319.0K0.00%––
M&T Bank Corp4,483$335.0K0.00%––
Alps Advisors Inc4,660$348.0K0.00%––
SG Americas Securities, LLC4,668$349.0K0.00%––
Cim, LLC4,057$350.0K0.06%––
Diversified Trust Co4,730$354.0K0.01%––
D. E. Shaw & Co., Inc.4,780$357.0K0.00%––
Mutual of America Capital Management LLC4,833$361.0K0.00%––
Paloma Partners Management Co5,057$378.0K0.01%––
Hilltop Holdings Inc.5,142$384.0K0.05%––
KBC Group NV5,298$396.0K0.00%––
IndexIQ Advisors LLC5,338$399.0K0.01%––
Squarepoint Ops LLC5,489$410.0K0.00%––
AlphaCrest Capital Management LLC5,600$419.0K0.02%––
CWM Advisors, LLC5,632$421.0K0.06%––
Everence Capital Management Inc5,920$443.0K0.04%––
Bordeaux Wealth Advisors LLC444,426$444.0K0.31%––
O'Shaughnessy Asset Management, LLC6,493$485.0K0.01%––
Creative Planning6,621$495.0K0.00%––
Guggenheim Capital LLC6,722$503.0K0.00%––
Los Angeles Capital Management LLC6,911$517.0K0.00%––
Gsa Capital Partners LLP6,950$520.0K0.09%––
Boothbay Fund Management, LLC7,105$531.0K0.03%––
Advisor Group Holdings, Inc.7,362$550.0K0.00%––
Allianz Asset Management GmbH7,540$564.0K0.00%––
Pitcairn Co7,590$568.0K0.04%––
Cetera Advisors LLC7,686$575.0K0.02%––
Royal Bank of Canada8,021$600.0K0.00%––
Indie Asset Partners, LLC8,325$622.0K0.71%––
Handelsbanken Fonder AB8,337$623.0K0.00%––