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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Jane Street Group, LLC | 3,208 | $317.0K | 0.00% | +84+2.7% | Added |
| State of Wyoming | 3,182 | $315.0K | 0.15% | +706+28.5% | Added |
| 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 |
| Guggenheim Capital LLC | 2,961 | $293.0K | 0.00% | −630−17.5% | Reduced |
| Cetera Investment Advisers | 2,853 | $282.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,811 | $278.0K | 0.00% | −48−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,796 | $277.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,359 | $273.0K | 0.00% | +3,359 | New |
| Schonfeld Strategic Advisors LLC | 2,700 | $268.0K | 0.00% | −2,000−42.6% | Reduced |
| SkyOak Wealth, LLC | 2,666 | $264.0K | 0.07% | +2,666 | New |
| Tower Research Capital LLC (TRC) | 2,598 | $257.0K | 0.00% | −3,330−56.2% | Reduced |
| CWM Advisors, LLC | 2,485 | $246.0K | 0.03% | −749−23.2% | Reduced |
| HighTower Advisors, LLC | 2,451 | $241.0K | 0.00% | +2,451 | 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 |
| Shelton Capital Management | 2,340 | $232.0K | 0.01% | +2,340 | New |
| Raymond James Trust N.A. | 2,309 | $229.0K | 0.01% | +2,309 | New |
| Pictet Asset Management SA | 2,300 | $228.0K | 0.00% | +2,300 | New |
| Paloma Partners Management Co | 2,274 | $225.0K | 0.01% | +2,274 | New |
| 9258 Wealth Management, LLC | 2,103 | $208.0K | 0.05% | −809−27.8% | Reduced |
| Mackenzie Financial Corp | 2,091 | $207.0K | 0.00% | +2,091 | New |
| Ancora Advisors, LLC | 1,700 | $168.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,548 | $153.0K | 0.00% | +382+32.8% | Added |
| UBS Group AG | 1,509 | $149.0K | 0.00% | −647−30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,472 | $146.0K | 0.00% | −25−1.7% | Reduced |
| Simplex Trading, LLC | 1,083 | $107.0K | 0.00% | +860+385.7% | Added |
| Harvest Fund Management Co., Ltd | 1,006 | $99.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 881 | $87.0K | 0.00% | +881 | New |
| Private Capital Group, LLC | 830 | $82.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 637 | $63.0K | 0.00% | −102−13.8% | Reduced |
| Macquarie Group Ltd | 554 | $55.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 533 | $52.0K | 0.00% | +533 | New |
| New Century Advisors, LLC | 474 | $47.0K | 0.04% | +474 | New |
| Altshuler Shaham Ltd | 433 | $43.0K | 0.00% | +433 | New |
| Stonebridge Capital Advisors LLC | 426 | $42.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $40.0K | 0.08% | +400 | New |
| Signaturefd, LLC | 336 | $33.0K | 0.00% | +11+3.4% | Added |
| TD Waterhouse Canada Inc. | 322 | $32.1K | 0.00% | +322 | New |
| Signet Financial Management, LLC | 300 | $30.0K | 0.00% | +300 | New |
| Sutton Wealth Advisors Inc. | 289 | $28.6K | 0.01% | +104+56.2% | Added |
| Assetmark, Inc | 215 | $21.0K | 0.00% | −6−2.7% | Reduced |
| Proequities, Inc. | 199 | $20.0K | 0.00% | +50+33.6% | Added |
| Pinebridge Investments, L.P. | 200 | $20.0K | 0.00% | +200 | 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 |
| Fortitude Advisory Group L.L.C. | 178 | $18.0K | 0.01% | +178 | New |
| Parkside Financial Bank & Trust | 172 | $17.0K | 0.00% | +8+4.9% | Added |
| Sageworth Trust Co of South Dakota | 155 | $15.0K | 0.02% | +155 | 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 |
| NEXT Financial Group, Inc | 135 | $13.0K | 0.00% | +135 | New |
| Kelly Financial Services LLC | 115 | $11.4K | 0.01% | −1−0.9% | Reduced |
| 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 |
| Solstein Capital, LLC | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 72 | $7.12K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 69 | $6.86K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| McDonald Partners LLC | 15 | $1.48K | 0.00% | +15 | New |
| Absolute Capital Management, LLC | 15 | $1.48K | 0.00% | +15 | New |
| 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 |
| TD Private Client Wealth LLC | 6 | $594 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | +1+100.0% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −50,600−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −44,459−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,907−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |