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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, 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.

Institutional holdersQ4 2021: 291 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 heldQ4 2021: $3.41B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2021.

Institutions holding FIX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank2$00.00%+1+100.0%Added
TD Private Client Wealth LLC6$5940.00%00.0%Unchanged
Rockefeller Capital Management L.P.18$1.00K0.00%−30−62.5%Reduced
Brown Brothers Harriman & Co14$1.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.8$1.00K0.00%−8−50.0%Reduced
Parallel Advisors, LLC10$1.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.15$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$1.00K0.00%00.0%Unchanged
Albion Financial Group12$1.00K0.00%+12New
JFS Wealth Advisors, LLC10$1.00K0.00%+10New
Schubert & Co8$1.00K0.00%+8New
McDonald Partners LLC15$1.48K0.00%+15New
Absolute Capital Management, LLC15$1.48K0.00%+15New
Fieldpoint Private Securities, LLC19$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC20$2.00K0.00%+20New
Covestor Ltd15$2.00K0.00%+15New
FourThought Financial, LLC32$3.00K0.00%−23−41.8%Reduced
Aua Capital Management, LLC34$3.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd35$3.00K0.00%+35New
Retirement Planning Co of New England, Inc.40$3.00K0.00%+40New
Sageworth Trust Co48$5.00K0.00%−162−77.1%Reduced
Tarbox Family Office, Inc.50$5.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC54$5.00K0.00%00.0%Unchanged
IFP Advisors, Inc47$5.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC50$5.00K0.00%+50New
Benjamin F. Edwards & Company, Inc.59$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.61$6.00K0.00%00.0%Unchanged
Front Row Advisors LLC59$6.00K0.00%00.0%Unchanged
American Portfolios Advisors69$6.86K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.72$7.12K0.00%00.0%Unchanged
Solstein Capital, LLC84$8.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC103$10.0K0.00%−101−49.5%Reduced
Aspire Private Capital, LLC100$10.0K0.00%00.0%Unchanged
Kelly Financial Services LLC115$11.4K0.01%−1−0.9%Reduced
NEXT Financial Group, Inc135$13.0K0.00%+135New
Loring Wolcott & Coolidge Fiduciary Advisors LLP143$14.0K0.00%00.0%Unchanged
Close Asset Management Ltd145$14.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC144$14.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota155$15.0K0.02%+155New
Parkside Financial Bank & Trust172$17.0K0.00%+8+4.9%Added
Fortitude Advisory Group L.L.C.178$18.0K0.01%+178New
Lee Financial Co191$19.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP196$19.0K0.01%+93+90.3%Added
Proequities, Inc.199$20.0K0.00%+50+33.6%Added
Pinebridge Investments, L.P.200$20.0K0.00%+200New
Assetmark, Inc215$21.0K0.00%−6−2.7%Reduced
Sutton Wealth Advisors Inc.289$28.6K0.01%+104+56.2%Added
Signet Financial Management, LLC300$30.0K0.00%+300New
TD Waterhouse Canada Inc.322$32.1K0.00%+322New
Signaturefd, LLC336$33.0K0.00%+11+3.4%Added
Aquatic Capital Management LLC400$40.0K0.08%+400New
Stonebridge Capital Advisors LLC426$42.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd433$43.0K0.00%+433New
New Century Advisors, LLC474$47.0K0.04%+474New
Lazard Asset Management LLC533$52.0K0.00%+533New
Macquarie Group Ltd554$55.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.637$63.0K0.00%−102−13.8%Reduced
Private Capital Group, LLC830$82.0K0.02%00.0%Unchanged
Umb Bank N A881$87.0K0.00%+881New
Harvest Fund Management Co., Ltd1,006$99.0K0.02%00.0%Unchanged
Simplex Trading, LLC1,083$107.0K0.00%+860+385.7%Added
Northwestern Mutual Wealth Management Co1,472$146.0K0.00%−25−1.7%Reduced
UBS Group AG1,509$149.0K0.00%−647−30.0%Reduced
Captrust Financial Advisors1,548$153.0K0.00%+382+32.8%Added
Ancora Advisors, LLC1,700$168.0K0.00%00.0%Unchanged
Mackenzie Financial Corp2,091$207.0K0.00%+2,091New
9258 Wealth Management, LLC2,103$208.0K0.05%−809−27.8%Reduced
Paloma Partners Management Co2,274$225.0K0.01%+2,274New
Pictet Asset Management SA2,300$228.0K0.00%+2,300New
Raymond James Trust N.A.2,309$229.0K0.01%+2,309New
Shelton Capital Management2,340$232.0K0.01%+2,340New
Qube Research & Technologies Ltd2,426$240.0K0.00%−502−17.1%Reduced
Canandaigua National Corp2,424$240.0K0.04%+2,424New
HighTower Advisors, LLC2,451$241.0K0.00%+2,451New
CWM Advisors, LLC2,485$246.0K0.03%−749−23.2%Reduced
Tower Research Capital LLC (TRC)2,598$257.0K0.00%−3,330−56.2%Reduced
SkyOak Wealth, LLC2,666$264.0K0.07%+2,666New
Schonfeld Strategic Advisors LLC2,700$268.0K0.00%−2,000−42.6%Reduced
Neuberger Berman Group LLC3,359$273.0K0.00%+3,359New
Ameritas Investment Partners, Inc.2,796$277.0K0.01%00.0%Unchanged
Fifth Third Bancorp2,811$278.0K0.00%−48−1.7%Reduced
Cetera Investment Advisers2,853$282.0K0.00%00.0%Unchanged
Guggenheim Capital LLC2,961$293.0K0.00%−630−17.5%Reduced
First Citizens Bank & Trust Co3,104$307.0K0.01%−66−2.1%Reduced
Fort, L.P.3,098$307.0K0.10%+3,098New
State of Wyoming3,182$315.0K0.15%+706+28.5%Added
Jane Street Group, LLC3,208$317.0K0.00%+84+2.7%Added
Crossmark Global Holdings, Inc.3,260$323.0K0.01%−5,940−64.6%Reduced
Regions Financial Corp3,257$323.0K0.00%+142+4.6%Added
Profund Advisors LLC3,308$327.0K0.01%−186−5.3%Reduced
State of Wisconsin Investment Board3,300$327.0K0.00%+3,300New
Cetera Advisors LLC3,390$335.0K0.01%+3,390New
Sigma Planning Corp3,458$342.0K0.01%−302−8.0%Reduced
Blueshift Asset Management, LLC3,684$364.0K0.03%−9,205−71.4%Reduced
Ifrah Financial Services, Inc.3,733$369.0K0.10%+23+0.6%Added
Quantinno Capital Management LP3,841$380.0K0.07%−4,882−56.0%Reduced
D. E. Shaw & Co., Inc.3,873$383.0K0.00%+145+3.9%Added
Cambridge Investment Research Advisors, Inc.4,344$430.0K0.00%−100−2.3%Reduced
Meritage Portfolio Management4,346$430.0K0.02%+4,346New
Cim, LLC5,036$444.0K0.08%+381+8.2%Added