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, Q1 2022
Institutional positions in Comfort Systems USA Inc as of Mar 31, 2022. 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
- 280
- −9 vs. Q4 2021
- Shares held
- 34.9M
- −30.9K (−0.1%) vs. Q4 2021
- Total value
- $3.11B
- −$299.5M (−8.8%) vs. Q4 2021
- New holders
- 30
- 105 more added
- Sold out
- 39
- 104 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 11 | $0 | 0.00% | −1,072−99.0% | Reduced |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 14 | $1.00K | 0.00% | −623−97.8% | Reduced |
| Covestor Ltd | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| Albion Financial Group | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Parallel Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Northwest Investment Counselors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Cordant, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Fieldpoint Private Securities, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.00K | 0.00% | +16+160.0% | Added |
| Rockefeller Capital Management L.P. | 39 | $2.00K | 0.00% | +21+116.7% | Added |
| Aua Capital Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $3.00K | 0.00% | +17+85.0% | Added |
| Greenwood Capital Associates LLC | 48 | $4.00K | 0.00% | −12,149−99.6% | Reduced |
| Sageworth Trust Co | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 94 | $4.00K | 0.00% | +47+100.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 55 | $5.00K | 0.00% | +55 | New |
| Koshinski Asset Management, Inc. | 72 | $6.41K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 107 | $9.00K | 0.00% | +107 | New |
| CWM, LLC | 110 | $10.0K | 0.00% | +110 | New |
| Kelly Financial Services LLC | 115 | $10.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 121 | $11.0K | 0.00% | +121 | New |
| Money Concepts Capital Corp | 137 | $12.0K | 0.00% | +137 | New |
| Parkside Financial Bank & Trust | 162 | $14.0K | 0.00% | −10−5.8% | Reduced |
| Sageworth Trust Co of South Dakota | 155 | $14.0K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 178 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 191 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $18.0K | 0.00% | −122−37.9% | Reduced |
| Assetmark, Inc | 212 | $19.0K | 0.00% | −3−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 231 | $20.0K | 0.00% | −775−77.0% | Reduced |
| Tower Research Capital LLC (TRC) | 342 | $30.0K | 0.00% | −2,256−86.8% | Reduced |
| Signaturefd, LLC | 352 | $31.0K | 0.00% | +16+4.8% | Added |
| Proequities, Inc. | 354 | $32.0K | 0.00% | +155+77.9% | Added |
| Meeder Asset Management Inc | 357 | $32.0K | 0.00% | +357 | New |
| Sutton Wealth Advisors Inc. | 393 | $35.0K | 0.01% | +104+36.0% | Added |
| New Century Advisors, LLC | 403 | $36.0K | 0.03% | −71−15.0% | Reduced |
| Brown Brothers Harriman & Co | 408 | $36.0K | 0.00% | +394+2,814.3% | Added |
| Stonebridge Capital Advisors LLC | 426 | $38.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 429 | $38.0K | 0.00% | +429 | New |
| Altshuler Shaham Ltd | 454 | $40.0K | 0.00% | +21+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 536 | $48.0K | 0.00% | +433+420.4% | Added |
| Macquarie Group Ltd | 554 | $49.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 651 | $57.9K | 0.00% | +645+10,750.0% | Added |
| UBS Group AG | 726 | $65.0K | 0.00% | −783−51.9% | Reduced |
| Private Capital Group, LLC | 831 | $74.0K | 0.02% | +1+0.1% | Added |
| Lazard Asset Management LLC | 857 | $76.0K | 0.00% | +324+60.8% | Added |
| Umb Bank N A | 881 | $78.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 900 | $80.0K | 0.00% | +900 | New |
| American Portfolios Advisors | 919 | $81.8K | 0.00% | +850+1,231.9% | Added |
| SG Americas Securities, LLC | 1,197 | $107.0K | 0.00% | −8,288−87.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,427 | $127.0K | 0.00% | −45−3.1% | Reduced |
| Ancora Advisors, LLC | 1,700 | $151.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,205 | $196.0K | 0.00% | +657+42.4% | Added |
| Shelton Capital Management | 2,255 | $201.0K | 0.01% | −85−3.6% | Reduced |
| Metropolitan Life Insurance Co | 2,259 | $201.1K | 0.01% | −6,837−75.2% | Reduced |
| Raymond James Trust N.A. | 2,311 | $205.0K | 0.01% | +2+0.1% | Added |
| Pictet Asset Management SA | 2,300 | $205.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,300 | $205.0K | 0.00% | +2,300 | New |
| Canandaigua National Corp | 2,388 | $213.0K | 0.03% | −36−1.5% | Reduced |
| HighTower Advisors, LLC | 2,521 | $223.0K | 0.00% | +70+2.9% | Added |
| First City Capital Management, Inc. | 2,507 | $223.0K | 0.12% | +2,507 | New |
| Vestcor Inc | 2,574 | $229.0K | 0.01% | +2,574 | New |
| CWM Advisors, LLC | 2,633 | $234.0K | 0.03% | +148+6.0% | Added |
| Fifth Third Bancorp | 2,721 | $242.0K | 0.00% | −90−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,796 | $249.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,853 | $254.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 2,911 | $259.0K | 0.01% | +2,911 | New |
| First Citizens Bank & Trust Co | 2,917 | $260.0K | 0.01% | −187−6.0% | Reduced |
| Profund Advisors LLC | 2,991 | $266.0K | 0.01% | −317−9.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,000 | $267.0K | 0.09% | −3,000−50.0% | Reduced |
| State of Wyoming | 3,186 | $284.0K | 0.14% | +4+0.1% | Added |
| Regions Financial Corp | 3,241 | $288.0K | 0.00% | −16−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,240 | $288.0K | 0.01% | −20−0.6% | Reduced |
| Fort, L.P. | 3,294 | $293.0K | 0.11% | +196+6.3% | Added |
| Neuberger Berman Group LLC | 3,438 | $306.0K | 0.00% | +79+2.4% | Added |
| Guggenheim Capital LLC | 3,449 | $307.0K | 0.00% | +488+16.5% | Added |
| Heritage Wealth Management, LLC | 3,446 | $307.0K | 0.08% | +3,446 | New |
| D. E. Shaw & Co., Inc. | 3,628 | $323.0K | 0.00% | −245−6.3% | Reduced |
| Sigma Planning Corp | 3,652 | $325.0K | 0.01% | +194+5.6% | Added |
| Susquehanna International Group, LLP | 3,703 | $330.0K | 0.00% | −3,708−50.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,749 | $334.0K | 0.09% | +16+0.4% | Added |
| Quantinno Capital Management LP | 3,841 | $342.0K | 0.05% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,047 | $360.0K | 0.05% | +4,047 | New |
| Millennium Management LLC | 4,090 | $364.0K | 0.00% | −11,999−74.6% | Reduced |
| Lido Advisors, LLC | 4,177 | $371.0K | 0.01% | +4,177 | New |
| Janney Montgomery Scott LLC | 4,177 | $372.0K | 0.00% | −344−7.6% | Reduced |