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, Q2 2021
Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
- 282
- +30 vs. Q1 2021
- Shares held
- 34.3M
- −564.8K (−1.6%) vs. Q1 2021
- Total value
- $2.67B
- +$92.8M (+3.6%) vs. Q1 2021
- New holders
- 45
- 89 more added
- Sold out
- 15
- 111 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,357 | $64.6B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.1B |
| Q3 2025 | 888 | $27.5B |
| Q2 2025 | 755 | $18.1B |
| Q1 2025 | 632 | $10.9B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.5B |
| Q1 2024 | 505 | $11.0B |
| Q4 2023 | 447 | $7.16B |
| Q3 2023 | 400 | $5.97B |
| Q2 2023 | 378 | $5.62B |
| Q1 2023 | 348 | $5.03B |
| Q4 2022 | 337 | $3.92B |
| Q3 2022 | 299 | $3.35B |
| Q2 2022 | 277 | $2.88B |
| Q1 2022 | 280 | $3.11B |
| Q4 2021 | 291 | $3.41B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.67B |
| Q1 2021 | 252 | $2.57B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9,113 | $116 | 0.00% | +8,998+7,824.3% | Added |
| TD Private Client Wealth LLC | 6 | $473 | 0.00% | +6 | New |
| Brown Brothers Harriman & Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Graves-Light Private Wealth Management, Inc. | 30 | $2.00K | 0.00% | −20−40.0% | Reduced |
| Aua Capital Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 39 | $3.00K | 0.00% | +7+21.9% | Added |
| FourThought Financial, LLC | 55 | $4.00K | 0.00% | −2,171−97.5% | Reduced |
| IFP Advisors, Inc | 47 | $4.00K | 0.00% | −38−44.7% | Reduced |
| Reilly Financial Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 59 | $4.00K | 0.00% | +59 | New |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $5.00K | 0.00% | +59 | New |
| American Portfolios Advisors | 69 | $5.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 70 | $5.51K | 0.00% | +70 | New |
| Geneos Wealth Management Inc. | 100 | $7.00K | 0.00% | −130−56.5% | Reduced |
| Solstein Capital, LLC | 84 | $7.00K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Proequities, Inc. | 119 | $9.00K | 0.00% | +12+11.2% | Added |
| Lee Financial Co | 115 | $9.00K | 0.00% | +115 | New |
| Liberty Wealth Management LLC | 129 | $10.0K | 0.00% | −1−0.8% | Reduced |
| Close Asset Management Ltd | 145 | $11.0K | 0.00% | −95−39.6% | Reduced |
| Trustcore Financial Services, LLC | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 143 | $11.0K | 0.00% | +143 | New |
| Parkside Financial Bank & Trust | 171 | $13.0K | 0.00% | +9+5.6% | Added |
| First Eagle Investment Management, LLC | 166 | $13.0K | 0.00% | +166 | New |
| Jacobi Capital Management LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 204 | $16.0K | 0.00% | +1+0.5% | Added |
| Simplex Trading, LLC | 223 | $17.0K | 0.00% | −1,254−84.9% | Reduced |
| Assetmark, Inc | 218 | $17.0K | 0.00% | −2−0.9% | Reduced |
| Sageworth Trust Co | 210 | $17.0K | 0.00% | +210 | New |
| Copeland Capital Management, LLC | 240 | $19.0K | 0.00% | −135−36.0% | Reduced |
| Sutton Wealth Advisors Inc. | 307 | $24.2K | 0.01% | +122+65.9% | Added |
| Advisory Services Network, LLC | 350 | $28.0K | 0.00% | +350 | New |
| Security National Trust Co | 377 | $30.0K | 0.01% | +377 | New |
| Stonebridge Capital Advisors LLC | 426 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 439 | $35.0K | 0.00% | +439 | New |
| Arkadios Wealth Advisors | 469 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $39.0K | 0.00% | −44−8.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 525 | $41.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 527 | $41.0K | 0.00% | +527 | New |
| Macquarie Group Ltd | 554 | $44.0K | 0.00% | −128−18.8% | Reduced |
| Brendel Financial Advisors LLC | 641 | $51.0K | 0.03% | +641 | New |
| First Horizon Advisors, Inc. | 741 | $58.0K | 0.00% | +8+1.1% | Added |
| Eaton Vance Management | 817 | $64.0K | 0.00% | +562+220.4% | Added |
| Private Capital Group, LLC | 830 | $65.0K | 0.01% | +168+25.4% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $79.0K | 0.01% | +589+141.2% | Added |
| Captrust Financial Advisors | 1,162 | $92.0K | 0.00% | +45+4.0% | Added |
| Heritage Wealth Management, LLC | 1,277 | $101.0K | 0.04% | +479+60.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,560 | $123.0K | 0.00% | +64+4.3% | Added |
| Ancora Advisors, LLC | 1,738 | $137.0K | 0.00% | +38+2.2% | Added |
| State of Wyoming | 2,490 | $196.0K | 0.12% | +2,490 | New |
| Cetera Advisors LLC | 2,543 | $200.0K | 0.00% | −5,143−66.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,552 | $201.0K | 0.05% | +2,552 | New |
| BTC Capital Management, Inc. | 2,596 | $205.0K | 0.02% | −707−21.4% | Reduced |
| UBS Group AG | 2,646 | $209.0K | 0.00% | −59,503−95.7% | Reduced |
| Qube Research & Technologies Ltd | 2,677 | $211.0K | 0.00% | +2,677 | New |
| Euclidean Technologies Management, LLC | 2,714 | $214.0K | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,796 | $220.0K | 0.01% | −214−7.1% | Reduced |
| Meeder Asset Management Inc | 2,819 | $222.0K | 0.01% | +610+27.6% | Added |
| Fifth Third Bancorp | 2,837 | $224.0K | 0.00% | +2,325+454.1% | Added |
| 9258 Wealth Management, LLC | 2,912 | $229.0K | 0.06% | −10.0% | Reduced |
| Caxton Associates LP | 3,056 | $241.0K | 0.03% | +3,056 | New |
| Campbell & CO Investment Adviser LLC | 3,058 | $241.0K | 0.10% | +3,058 | New |
| Ergoteles LLC | 3,100 | $244.0K | 0.01% | −406−11.6% | Reduced |
| HighTower Advisors, LLC | 3,094 | $244.0K | 0.00% | −331−9.7% | Reduced |
| Park Avenue Securities LLC | 3,147 | $248.0K | 0.01% | +3,147 | New |
| First Citizens Bank & Trust Co | 3,268 | $257.0K | 0.01% | +151+4.8% | Added |
| Origin Asset Management LLP | 3,565 | $281.0K | 0.03% | +3,565 | New |
| Cambridge Investment Research Advisors, Inc. | 3,640 | $287.0K | 0.00% | +591+19.4% | Added |
| Verition Fund Management LLC | 3,658 | $288.0K | 0.00% | +3,658 | New |
| Paloma Partners Management Co | 3,671 | $289.0K | 0.01% | −1,386−27.4% | Reduced |
| Ifrah Financial Services, Inc. | 3,729 | $294.0K | 0.08% | −101−2.6% | Reduced |
| LPL Financial LLC | 3,786 | $298.0K | 0.00% | +614+19.4% | Added |
| ExodusPoint Capital Management, LP | 3,781 | $298.0K | 0.00% | +3,781 | New |
| SG Americas Securities, LLC | 3,837 | $302.0K | 0.00% | −831−17.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,831 | $302.0K | 0.00% | −436−10.2% | Reduced |
| Pathstone Family Office, LLC | 3,866 | $305.0K | 0.01% | +3,866 | New |
| Holocene Advisors, LP | 3,880 | $306.0K | 0.00% | −21,063−84.4% | Reduced |
| Profund Advisors LLC | 3,937 | $310.0K | 0.01% | +115+3.0% | Added |
| Trexquant Investment LP | 4,082 | $322.0K | 0.03% | +4,082 | New |
| D. E. Shaw & Co., Inc. | 4,115 | $324.0K | 0.00% | −665−13.9% | Reduced |
| Cim, LLC | 4,369 | $333.0K | 0.05% | +312+7.7% | Added |
| Alps Advisors Inc | 4,660 | $367.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,806 | $379.0K | 0.00% | +712+17.4% | Added |
| M&T Bank Corp | 4,893 | $386.0K | 0.00% | +410+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 5,100 | $402.0K | 0.00% | +5,100 | New |
| Oliver Luxxe Assets LLC | 5,134 | $405.0K | 0.11% | +5,134 | New |
| Mutual of America Capital Management LLC | 5,159 | $406.0K | 0.00% | +326+6.7% | Added |
| KBC Group NV | 5,298 | $417.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 5,411 | $426.0K | 0.01% | +73+1.4% | Added |
| Bordeaux Wealth Advisors LLC | 448,559 | $449.0K | 0.26% | +4,133+0.9% | Added |
| CWM Advisors, LLC | 5,808 | $458.0K | 0.06% | +176+3.1% | Added |
| Everence Capital Management Inc | 5,920 | $466.0K | 0.04% | 00.0% | Unchanged |