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, Q2 2022
Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
- 277
- +5 vs. Q1 2022
- Shares held
- 34.7M
- −112.9K (−0.3%) vs. Q1 2022
- Total value
- $2.88B
- −$217.8M (−7.0%) vs. Q1 2022
- New holders
- 31
- 81 more added
- Sold out
- 26
- 122 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 18 | $1.00K | 0.00% | −92−83.6% | Reduced |
| Manchester Capital Management LLC | 9 | $1.00K | 0.00% | −28−75.7% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| Northwest Investment Counselors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $1.00K | 0.00% | +11+157.1% | Added |
| Covestor Ltd | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Jones Financial Companies LLLP | 12 | $1.00K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| IFP Advisors, Inc | 47 | $2.00K | 0.00% | −47−50.0% | Reduced |
| Aua Capital Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $4.74K | 0.00% | +57 | New |
| Contravisory Investment Management, Inc. | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57 | $5.00K | 0.00% | +57 | New |
| TCI Wealth Advisors, Inc. | 78 | $6.00K | 0.00% | +17+27.9% | Added |
| Front Row Advisors LLC | 68 | $6.00K | 0.00% | +9+15.3% | Added |
| Rockefeller Capital Management L.P. | 85 | $6.00K | 0.00% | +46+117.9% | Added |
| Massmutual Trust Co FSB | 70 | $6.00K | 0.00% | +70 | New |
| Zions Bancorporation, N.A. | 89 | $7.00K | 0.00% | −32−26.4% | Reduced |
| Solstein Capital, LLC | 84 | $7.00K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $7.00K | 0.00% | +80 | New |
| Brown Brothers Harriman & Co | 98 | $8.00K | 0.00% | −310−76.0% | Reduced |
| Meeder Asset Management Inc | 91 | $8.00K | 0.00% | −266−74.5% | Reduced |
| Private Trust Co NA | 100 | $8.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 110 | $9.15K | 0.00% | +110 | New |
| Kelly Financial Services LLC | 115 | $9.59K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 115 | $10.0K | 0.00% | +8+7.5% | Added |
| Sageworth Trust Co of South Dakota | 131 | $11.0K | 0.02% | −24−15.5% | Reduced |
| Close Asset Management Ltd | 145 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 150 | $12.0K | 0.00% | +96+177.8% | Added |
| Parkside Financial Bank & Trust | 160 | $13.0K | 0.00% | −2−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 153 | $14.0K | 0.00% | +153 | New |
| Lee Financial Co | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $17.0K | 0.01% | +200 | New |
| Harvest Fund Management Co., Ltd | 231 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 232 | $19.0K | 0.01% | +232 | New |
| Pinebridge Investments, L.P. | 264 | $22.0K | 0.00% | +264 | New |
| Assetmark, Inc | 293 | $24.0K | 0.00% | +81+38.2% | Added |
| Proequities, Inc. | 317 | $26.0K | 0.00% | −37−10.5% | Reduced |
| Signaturefd, LLC | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 389 | $32.3K | 0.01% | −4−1.0% | Reduced |
| Stonebridge Capital Advisors LLC | 426 | $35.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 533 | $44.0K | 0.00% | −193−26.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 536 | $45.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 554 | $46.0K | 0.00% | 00.0% | Unchanged |
| New Century Advisors, LLC | 580 | $48.0K | 0.05% | +177+43.9% | Added |
| TD Private Client Wealth LLC | 605 | $50.3K | 0.00% | −46−7.1% | Reduced |
| First Horizon Advisors, Inc. | 683 | $56.0K | 0.00% | +669+4,778.6% | Added |
| Private Capital Group, LLC | 832 | $69.0K | 0.05% | +1+0.1% | Added |
| Umb Bank N A | 881 | $73.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 900 | $75.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 928 | $77.2K | 0.00% | +9+1.0% | Added |
| Ancora Advisors, LLC | 1,700 | $141.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,816 | $151.0K | 0.00% | +389+27.3% | Added |
| Metropolitan Life Insurance Co | 2,120 | $176.3K | 0.01% | −139−6.2% | Reduced |
| State of Wyoming | 2,216 | $185.0K | 0.11% | −970−30.4% | Reduced |
| HighTower Advisors, LLC | 2,444 | $201.0K | 0.00% | −77−3.1% | Reduced |
| Captrust Financial Advisors | 2,423 | $201.0K | 0.00% | +218+9.9% | Added |
| Profund Advisors LLC | 2,442 | $203.0K | 0.01% | −549−18.4% | Reduced |
| Mackenzie Financial Corp | 2,460 | $205.0K | 0.00% | +2,460 | New |
| CWM Advisors, LLC | 2,555 | $212.0K | 0.03% | −78−3.0% | Reduced |
| Vestcor Inc | 2,574 | $214.0K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 2,600 | $216.0K | 0.02% | −2,200−45.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,659 | $221.0K | 0.01% | −137−4.9% | Reduced |
| First Citizens Bank & Trust Co | 2,665 | $222.0K | 0.01% | −252−8.6% | Reduced |
| Fifth Third Bancorp | 2,721 | $226.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,853 | $237.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,988 | $248.0K | 0.00% | −715−19.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,056 | $254.0K | 0.03% | +3,056 | New |
| Crossmark Global Holdings, Inc. | 3,110 | $258.0K | 0.01% | −130−4.0% | Reduced |
| Point72 Hong Kong Ltd | 3,207 | $267.0K | 0.02% | +3,207 | New |
| Sigma Planning Corp | 3,363 | $280.0K | 0.01% | −289−7.9% | Reduced |
| KBC Group NV | 3,416 | $284.0K | 0.00% | −1,882−35.5% | Reduced |
| Regions Financial Corp | 3,536 | $294.0K | 0.00% | +295+9.1% | Added |
| D. E. Shaw & Co., Inc. | 3,628 | $302.0K | 0.00% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,675 | $306.0K | 0.27% | −3,550−49.1% | Reduced |
| Ifrah Financial Services, Inc. | 3,707 | $308.0K | 0.10% | −42−1.1% | Reduced |
| Neuberger Berman Group LLC | 3,722 | $310.0K | 0.00% | +284+8.3% | Added |
| Redwood Investment Management, LLC | 3,752 | $312.0K | 0.05% | −295−7.3% | Reduced |
| Strid Group, LLC | 3,754 | $312.0K | 0.07% | +3,754 | New |
| Janney Montgomery Scott LLC | 3,773 | $314.0K | 0.00% | −404−9.7% | Reduced |
| Heritage Wealth Management, LLC | 3,777 | $314.1K | 0.10% | +331+9.6% | Added |
| Quantinno Capital Management LP | 3,841 | $319.0K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,138 | $344.0K | 0.00% | +689+20.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,291 | $357.0K | 0.00% | −155−3.5% | Reduced |
| Origin Asset Management LLP | 4,313 | $359.0K | 0.19% | −1,850−30.0% | Reduced |
| Meritage Portfolio Management | 4,515 | $375.0K | 0.03% | −321−6.6% | Reduced |
| Keybank National Association | 4,520 | $376.0K | 0.00% | +325+7.7% | Added |
| BTC Capital Management, Inc. | 4,809 | $401.0K | 0.05% | +76+1.6% | Added |
| American Century Companies Inc | 4,893 | $407.0K | 0.00% | −10,353−67.9% | Reduced |
| Cim, LLC | 4,769 | $410.0K | 0.09% | −70−1.4% | Reduced |
| ProShare Advisors LLC | 5,014 | $417.0K | 0.00% | −2,930−36.9% | Reduced |