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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 2,853 | $254.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,796 | $249.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,721 | $242.0K | 0.00% | −90−3.2% | Reduced |
| CWM Advisors, LLC | 2,633 | $234.0K | 0.03% | +148+6.0% | Added |
| Vestcor Inc | 2,574 | $229.0K | 0.01% | +2,574 | New |
| 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 |
| Canandaigua National Corp | 2,388 | $213.0K | 0.03% | −36−1.5% | 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 |
| Metropolitan Life Insurance Co | 2,259 | $201.1K | 0.01% | −6,837−75.2% | Reduced |
| Shelton Capital Management | 2,255 | $201.0K | 0.01% | −85−3.6% | Reduced |
| Captrust Financial Advisors | 2,205 | $196.0K | 0.00% | +657+42.4% | Added |
| Ancora Advisors, LLC | 1,700 | $151.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,427 | $127.0K | 0.00% | −45−3.1% | Reduced |
| SG Americas Securities, LLC | 1,197 | $107.0K | 0.00% | −8,288−87.4% | Reduced |
| American Portfolios Advisors | 919 | $81.8K | 0.00% | +850+1,231.9% | Added |
| Evoke Wealth, LLC | 900 | $80.0K | 0.00% | +900 | New |
| Umb Bank N A | 881 | $78.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 857 | $76.0K | 0.00% | +324+60.8% | Added |
| Private Capital Group, LLC | 831 | $74.0K | 0.02% | +1+0.1% | Added |
| UBS Group AG | 726 | $65.0K | 0.00% | −783−51.9% | Reduced |
| TD Private Client Wealth LLC | 651 | $57.9K | 0.00% | +645+10,750.0% | Added |
| Macquarie Group Ltd | 554 | $49.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 536 | $48.0K | 0.00% | +433+420.4% | Added |
| Altshuler Shaham Ltd | 454 | $40.0K | 0.00% | +21+4.8% | Added |
| Stonebridge Capital Advisors LLC | 426 | $38.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 429 | $38.0K | 0.00% | +429 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 393 | $35.0K | 0.01% | +104+36.0% | Added |
| Proequities, Inc. | 354 | $32.0K | 0.00% | +155+77.9% | Added |
| Meeder Asset Management Inc | 357 | $32.0K | 0.00% | +357 | New |
| Signaturefd, LLC | 352 | $31.0K | 0.00% | +16+4.8% | Added |
| Tower Research Capital LLC (TRC) | 342 | $30.0K | 0.00% | −2,256−86.8% | Reduced |
| Harvest Fund Management Co., Ltd | 231 | $20.0K | 0.00% | −775−77.0% | Reduced |
| Assetmark, Inc | 212 | $19.0K | 0.00% | −3−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 200 | $18.0K | 0.00% | −122−37.9% | Reduced |
| Lee Financial Co | 191 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 178 | $16.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Money Concepts Capital Corp | 137 | $12.0K | 0.00% | +137 | New |
| Zions Bancorporation, N.A. | 121 | $11.0K | 0.00% | +121 | New |
| Kelly Financial Services LLC | 115 | $10.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 110 | $10.0K | 0.00% | +110 | New |
| Global Retirement Partners, LLC | 107 | $9.00K | 0.00% | +107 | New |
| Quent Capital, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Solstein Capital, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 72 | $6.41K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −99,900−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −30,845−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −27,662−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12,573−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,616−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −8,356−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,590−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,413−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −6,663−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,211−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −451,166−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |