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, Q4 2021
Institutional positions in Comfort Systems USA Inc as of Dec 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
- 291
- +24 vs. Q3 2021
- Shares held
- 34.9M
- +504.7K (+1.5%) vs. Q3 2021
- Total value
- $3.41B
- +$984.2M (+40.6%) vs. Q3 2021
- New holders
- 47
- 87 more added
- Sold out
- 23
- 105 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $0 | 0.00% | +1+100.0% | Added |
| TD Private Client Wealth LLC | 6 | $594 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18 | $1.00K | 0.00% | −30−62.5% | Reduced |
| Brown Brothers Harriman & Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| 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 |
| Albion Financial Group | 12 | $1.00K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 8 | $1.00K | 0.00% | +8 | New |
| McDonald Partners LLC | 15 | $1.48K | 0.00% | +15 | New |
| Absolute Capital Management, LLC | 15 | $1.48K | 0.00% | +15 | New |
| Fieldpoint Private Securities, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| Covestor Ltd | 15 | $2.00K | 0.00% | +15 | New |
| FourThought Financial, LLC | 32 | $3.00K | 0.00% | −23−41.8% | Reduced |
| Aua Capital Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 35 | $3.00K | 0.00% | +35 | New |
| Retirement Planning Co of New England, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Sageworth Trust Co | 48 | $5.00K | 0.00% | −162−77.1% | Reduced |
| Tarbox Family Office, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 69 | $6.86K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 72 | $7.12K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $10.0K | 0.00% | −101−49.5% | Reduced |
| Aspire Private Capital, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 115 | $11.4K | 0.01% | −1−0.9% | Reduced |
| NEXT Financial Group, Inc | 135 | $13.0K | 0.00% | +135 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 143 | $14.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 155 | $15.0K | 0.02% | +155 | New |
| Parkside Financial Bank & Trust | 172 | $17.0K | 0.00% | +8+4.9% | Added |
| Fortitude Advisory Group L.L.C. | 178 | $18.0K | 0.01% | +178 | New |
| Lee Financial Co | 191 | $19.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 196 | $19.0K | 0.01% | +93+90.3% | Added |
| Proequities, Inc. | 199 | $20.0K | 0.00% | +50+33.6% | Added |
| Pinebridge Investments, L.P. | 200 | $20.0K | 0.00% | +200 | New |
| Assetmark, Inc | 215 | $21.0K | 0.00% | −6−2.7% | Reduced |
| Sutton Wealth Advisors Inc. | 289 | $28.6K | 0.01% | +104+56.2% | Added |
| Signet Financial Management, LLC | 300 | $30.0K | 0.00% | +300 | New |
| TD Waterhouse Canada Inc. | 322 | $32.1K | 0.00% | +322 | New |
| Signaturefd, LLC | 336 | $33.0K | 0.00% | +11+3.4% | Added |
| Aquatic Capital Management LLC | 400 | $40.0K | 0.08% | +400 | New |
| Stonebridge Capital Advisors LLC | 426 | $42.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 433 | $43.0K | 0.00% | +433 | New |
| New Century Advisors, LLC | 474 | $47.0K | 0.04% | +474 | New |
| Lazard Asset Management LLC | 533 | $52.0K | 0.00% | +533 | New |
| Macquarie Group Ltd | 554 | $55.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 637 | $63.0K | 0.00% | −102−13.8% | Reduced |
| Private Capital Group, LLC | 830 | $82.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 881 | $87.0K | 0.00% | +881 | New |
| Harvest Fund Management Co., Ltd | 1,006 | $99.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,083 | $107.0K | 0.00% | +860+385.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,472 | $146.0K | 0.00% | −25−1.7% | Reduced |
| UBS Group AG | 1,509 | $149.0K | 0.00% | −647−30.0% | Reduced |
| Captrust Financial Advisors | 1,548 | $153.0K | 0.00% | +382+32.8% | Added |
| Ancora Advisors, LLC | 1,700 | $168.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,091 | $207.0K | 0.00% | +2,091 | New |
| 9258 Wealth Management, LLC | 2,103 | $208.0K | 0.05% | −809−27.8% | Reduced |
| Paloma Partners Management Co | 2,274 | $225.0K | 0.01% | +2,274 | New |
| Pictet Asset Management SA | 2,300 | $228.0K | 0.00% | +2,300 | New |
| Raymond James Trust N.A. | 2,309 | $229.0K | 0.01% | +2,309 | New |
| Shelton Capital Management | 2,340 | $232.0K | 0.01% | +2,340 | New |
| Qube Research & Technologies Ltd | 2,426 | $240.0K | 0.00% | −502−17.1% | Reduced |
| Canandaigua National Corp | 2,424 | $240.0K | 0.04% | +2,424 | New |
| HighTower Advisors, LLC | 2,451 | $241.0K | 0.00% | +2,451 | New |
| CWM Advisors, LLC | 2,485 | $246.0K | 0.03% | −749−23.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,598 | $257.0K | 0.00% | −3,330−56.2% | Reduced |
| SkyOak Wealth, LLC | 2,666 | $264.0K | 0.07% | +2,666 | New |
| Schonfeld Strategic Advisors LLC | 2,700 | $268.0K | 0.00% | −2,000−42.6% | Reduced |
| Neuberger Berman Group LLC | 3,359 | $273.0K | 0.00% | +3,359 | New |
| Ameritas Investment Partners, Inc. | 2,796 | $277.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,811 | $278.0K | 0.00% | −48−1.7% | Reduced |
| Cetera Investment Advisers | 2,853 | $282.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,961 | $293.0K | 0.00% | −630−17.5% | Reduced |
| First Citizens Bank & Trust Co | 3,104 | $307.0K | 0.01% | −66−2.1% | Reduced |
| Fort, L.P. | 3,098 | $307.0K | 0.10% | +3,098 | New |
| State of Wyoming | 3,182 | $315.0K | 0.15% | +706+28.5% | Added |
| Jane Street Group, LLC | 3,208 | $317.0K | 0.00% | +84+2.7% | Added |
| Crossmark Global Holdings, Inc. | 3,260 | $323.0K | 0.01% | −5,940−64.6% | Reduced |
| Regions Financial Corp | 3,257 | $323.0K | 0.00% | +142+4.6% | Added |
| Profund Advisors LLC | 3,308 | $327.0K | 0.01% | −186−5.3% | Reduced |
| State of Wisconsin Investment Board | 3,300 | $327.0K | 0.00% | +3,300 | New |
| Cetera Advisors LLC | 3,390 | $335.0K | 0.01% | +3,390 | New |
| Sigma Planning Corp | 3,458 | $342.0K | 0.01% | −302−8.0% | Reduced |
| Blueshift Asset Management, LLC | 3,684 | $364.0K | 0.03% | −9,205−71.4% | Reduced |
| Ifrah Financial Services, Inc. | 3,733 | $369.0K | 0.10% | +23+0.6% | Added |
| Quantinno Capital Management LP | 3,841 | $380.0K | 0.07% | −4,882−56.0% | Reduced |
| D. E. Shaw & Co., Inc. | 3,873 | $383.0K | 0.00% | +145+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,344 | $430.0K | 0.00% | −100−2.3% | Reduced |
| Meritage Portfolio Management | 4,346 | $430.0K | 0.02% | +4,346 | New |
| Cim, LLC | 5,036 | $444.0K | 0.08% | +381+8.2% | Added |