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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |