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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,831 | $302.0K | 0.00% | −436−10.2% | 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 |
| Ifrah Financial Services, Inc. | 3,729 | $294.0K | 0.08% | −101−2.6% | Reduced |
| Paloma Partners Management Co | 3,671 | $289.0K | 0.01% | −1,386−27.4% | Reduced |
| Verition Fund Management LLC | 3,658 | $288.0K | 0.00% | +3,658 | New |
| Cambridge Investment Research Advisors, Inc. | 3,640 | $287.0K | 0.00% | +591+19.4% | Added |
| Origin Asset Management LLP | 3,565 | $281.0K | 0.03% | +3,565 | New |
| First Citizens Bank & Trust Co | 3,268 | $257.0K | 0.01% | +151+4.8% | Added |
| Park Avenue Securities LLC | 3,147 | $248.0K | 0.01% | +3,147 | 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 |
| 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 |
| 9258 Wealth Management, LLC | 2,912 | $229.0K | 0.06% | −10.0% | Reduced |
| Fifth Third Bancorp | 2,837 | $224.0K | 0.00% | +2,325+454.1% | Added |
| Meeder Asset Management Inc | 2,819 | $222.0K | 0.01% | +610+27.6% | Added |
| Ameritas Investment Partners, Inc. | 2,796 | $220.0K | 0.01% | −214−7.1% | Reduced |
| Euclidean Technologies Management, LLC | 2,714 | $214.0K | 0.17% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,677 | $211.0K | 0.00% | +2,677 | New |
| UBS Group AG | 2,646 | $209.0K | 0.00% | −59,503−95.7% | Reduced |
| BTC Capital Management, Inc. | 2,596 | $205.0K | 0.02% | −707−21.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,552 | $201.0K | 0.05% | +2,552 | New |
| Cetera Advisors LLC | 2,543 | $200.0K | 0.00% | −5,143−66.9% | Reduced |
| State of Wyoming | 2,490 | $196.0K | 0.12% | +2,490 | New |
| Ancora Advisors, LLC | 1,738 | $137.0K | 0.00% | +38+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,560 | $123.0K | 0.00% | +64+4.3% | Added |
| Heritage Wealth Management, LLC | 1,277 | $101.0K | 0.04% | +479+60.0% | Added |
| Captrust Financial Advisors | 1,162 | $92.0K | 0.00% | +45+4.0% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $79.0K | 0.01% | +589+141.2% | Added |
| Private Capital Group, LLC | 830 | $65.0K | 0.01% | +168+25.4% | Added |
| Eaton Vance Management | 817 | $64.0K | 0.00% | +562+220.4% | Added |
| First Horizon Advisors, Inc. | 741 | $58.0K | 0.00% | +8+1.1% | Added |
| Brendel Financial Advisors LLC | 641 | $51.0K | 0.03% | +641 | New |
| Macquarie Group Ltd | 554 | $44.0K | 0.00% | −128−18.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 525 | $41.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 527 | $41.0K | 0.00% | +527 | New |
| Harbour Investments, Inc. | 500 | $39.0K | 0.00% | −44−8.1% | Reduced |
| Arkadios Wealth Advisors | 469 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 439 | $35.0K | 0.00% | +439 | New |
| Stonebridge Capital Advisors LLC | 426 | $34.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 377 | $30.0K | 0.01% | +377 | New |
| Advisory Services Network, LLC | 350 | $28.0K | 0.00% | +350 | New |
| Sutton Wealth Advisors Inc. | 307 | $24.2K | 0.01% | +122+65.9% | Added |
| Copeland Capital Management, LLC | 240 | $19.0K | 0.00% | −135−36.0% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 204 | $16.0K | 0.00% | +1+0.5% | Added |
| Jacobi Capital Management LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Liberty Wealth Management LLC | 129 | $10.0K | 0.00% | −1−0.8% | Reduced |
| Proequities, Inc. | 119 | $9.00K | 0.00% | +12+11.2% | Added |
| Lee Financial Co | 115 | $9.00K | 0.00% | +115 | New |
| Aspire Private Capital, LLC | 100 | $8.00K | 0.00% | +100 | 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 |
| Glen Eagle Advisors, LLC | 70 | $5.51K | 0.00% | +70 | New |
| American Portfolios Advisors | 69 | $5.45K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $5.00K | 0.00% | +59 | New |
| 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 |
| TCI Wealth Advisors, Inc. | 39 | $3.00K | 0.00% | +7+21.9% | Added |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 6 | $473 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 9,113 | $116 | 0.00% | +8,998+7,824.3% | Added |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clark Estates Inc | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −65,497−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −31,782−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −12,018−100.0% | Sold out |
| Canandaigua National Corp | 0 | $0 | 0.00% | −3,574−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Pictet Asset Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sage Financial Management Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |