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, Q3 2021
Institutional positions in Comfort Systems USA Inc as of Sep 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
- 269
- −12 vs. Q2 2021
- Shares held
- 34.4M
- +146.2K (+0.4%) vs. Q2 2021
- Total value
- $2.43B
- −$239.5M (−9.0%) vs. Q2 2021
- New holders
- 24
- 92 more added
- Sold out
- 36
- 93 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 797 | $0 | 0.00% | −20−2.4% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $428 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $713 | 0.00% | +10 | New |
| Brown Brothers Harriman & Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $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 |
| Bartlett & Co. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Fieldpoint Private Securities, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Aua Capital Management, LLC | 34 | $2.00K | 0.00% | +3+9.7% | Added |
| IFP Advisors, Inc | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 48 | $3.00K | 0.00% | +48 | New |
| Benjamin F. Edwards & Company, Inc. | 59 | $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% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $4.00K | 0.00% | +22+56.4% | Added |
| Vigilant Capital Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| American Portfolios Advisors | 69 | $4.94K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 72 | $5.13K | 0.00% | +72 | New |
| Solstein Capital, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 100 | $7.00K | 0.00% | −427−81.0% | Reduced |
| Aspire Private Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 103 | $7.00K | 0.00% | +103 | New |
| Kelly Financial Services LLC | 116 | $8.26K | 0.00% | −8,997−98.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 144 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 149 | $11.0K | 0.00% | +30+25.2% | Added |
| Jacobi Capital Management LLC | 175 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $12.0K | 0.00% | −7−4.1% | Reduced |
| Sutton Wealth Advisors Inc. | 185 | $13.2K | 0.00% | −122−39.7% | Reduced |
| Lee Financial Co | 191 | $14.0K | 0.00% | +76+66.1% | Added |
| Sageworth Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 204 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 221 | $16.0K | 0.00% | +3+1.4% | Added |
| Copeland Capital Management, LLC | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 223 | $17.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 264 | $23.0K | 0.01% | +135+104.7% | Added |
| Signaturefd, LLC | 325 | $23.0K | 0.00% | +325 | New |
| Stonebridge Capital Advisors LLC | 426 | $30.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 377 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 470 | $33.0K | 0.00% | +1+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 525 | $37.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 554 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 739 | $52.0K | 0.00% | −2−0.3% | Reduced |
| Private Capital Group, LLC | 830 | $59.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,006 | $71.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,166 | $83.0K | 0.00% | +4+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,497 | $106.0K | 0.00% | −63−4.0% | Reduced |
| Ancora Advisors, LLC | 1,700 | $121.0K | 0.00% | −38−2.2% | Reduced |
| Heritage Wealth Management, LLC | 1,877 | $134.0K | 0.05% | +600+47.0% | Added |
| UBS Group AG | 2,156 | $153.0K | 0.00% | −490−18.5% | Reduced |
| State of Wyoming | 2,476 | $177.0K | 0.11% | −14−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,796 | $199.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,819 | $200.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,853 | $203.0K | 0.00% | −8,175−74.1% | Reduced |
| Gsa Capital Partners LLP | 2,860 | $204.0K | 0.02% | −7,295−71.8% | Reduced |
| Fifth Third Bancorp | 2,859 | $204.0K | 0.00% | +22+0.8% | Added |
| 9258 Wealth Management, LLC | 2,912 | $208.0K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,928 | $209.0K | 0.00% | +251+9.4% | Added |
| Cornerstone Investment Partners, LLC | 2,957 | $211.0K | 0.01% | +2,957 | New |
| Mawer Investment Management Ltd. | 3,048 | $217.0K | 0.00% | +3,048 | New |
| Regions Financial Corp | 3,115 | $222.0K | 0.00% | +3,115 | New |
| Jane Street Group, LLC | 3,124 | $223.0K | 0.00% | −31,875−91.1% | Reduced |
| First Citizens Bank & Trust Co | 3,170 | $227.0K | 0.01% | −98−3.0% | Reduced |
| CWM Advisors, LLC | 3,234 | $231.0K | 0.03% | −2,574−44.3% | Reduced |
| XTX Topco Ltd | 3,344 | $238.0K | 0.08% | +3,344 | New |
| Profund Advisors LLC | 3,494 | $249.0K | 0.01% | −443−11.3% | Reduced |
| Park Avenue Securities LLC | 3,543 | $253.0K | 0.01% | +396+12.6% | Added |
| Origin Asset Management LLP | 3,565 | $254.0K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,591 | $256.0K | 0.00% | −2,603−42.0% | Reduced |
| Gotham Asset Management, LLC | 3,678 | $262.0K | 0.01% | −3,149−46.1% | Reduced |
| Ergoteles LLC | 3,700 | $264.0K | 0.01% | +600+19.4% | Added |
| Ifrah Financial Services, Inc. | 3,710 | $265.0K | 0.08% | −19−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,728 | $266.0K | 0.00% | −387−9.4% | Reduced |
| Janney Montgomery Scott LLC | 3,745 | $267.0K | 0.00% | −5,902−61.2% | Reduced |
| Sigma Planning Corp | 3,760 | $268.0K | 0.01% | +3,760 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,831 | $273.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,444 | $317.0K | 0.00% | +804+22.1% | Added |
| Schonfeld Strategic Advisors LLC | 4,700 | $335.0K | 0.00% | −400−7.8% | Reduced |
| Mutual of America Capital Management LLC | 4,840 | $345.0K | 0.00% | −319−6.2% | Reduced |
| LPL Financial LLC | 4,964 | $354.0K | 0.00% | +1,178+31.1% | Added |
| M&T Bank Corp | 5,159 | $368.0K | 0.00% | +266+5.4% | Added |
| Pathstone Family Office, LLC | 5,222 | $372.0K | 0.01% | +1,356+35.1% | Added |
| KBC Group NV | 5,298 | $378.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,500 | $392.0K | 0.03% | −1,100−16.7% | Reduced |
| ProShare Advisors LLC | 5,507 | $393.0K | 0.00% | −4,729−46.2% | Reduced |
| Los Angeles Capital Management LLC | 5,776 | $412.0K | 0.00% | −385−6.2% | Reduced |
| AlphaCrest Capital Management LLC | 5,800 | $414.0K | 0.02% | −17,958−75.6% | Reduced |
| Teacher Retirement System of Texas | 5,844 | $417.0K | 0.00% | +1,038+21.6% | Added |
| Tower Research Capital LLC (TRC) | 5,928 | $422.0K | 0.01% | −1,537−20.6% | Reduced |
| Everence Capital Management Inc | 5,920 | $422.0K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 6,000 | $428.0K | 0.14% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,013 | $429.0K | 0.01% | +602+11.1% | Added |
| People's United Financial, Inc. | 6,128 | $437.0K | 0.01% | +6,128 | New |
| Bordeaux Wealth Advisors LLC | 451,166 | $451.0K | 0.26% | +2,607+0.6% | Added |