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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,056 | $254.0K | 0.03% | +3,056 | New |
| Susquehanna International Group, LLP | 2,988 | $248.0K | 0.00% | −715−19.3% | Reduced |
| Cetera Investment Advisers | 2,853 | $237.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,721 | $226.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,665 | $222.0K | 0.01% | −252−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,659 | $221.0K | 0.01% | −137−4.9% | Reduced |
| Summit Global Investments | 2,600 | $216.0K | 0.02% | −2,200−45.8% | Reduced |
| Vestcor Inc | 2,574 | $214.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,555 | $212.0K | 0.03% | −78−3.0% | Reduced |
| Mackenzie Financial Corp | 2,460 | $205.0K | 0.00% | +2,460 | New |
| Profund Advisors LLC | 2,442 | $203.0K | 0.01% | −549−18.4% | 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 |
| State of Wyoming | 2,216 | $185.0K | 0.11% | −970−30.4% | Reduced |
| Metropolitan Life Insurance Co | 2,120 | $176.3K | 0.01% | −139−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,816 | $151.0K | 0.00% | +389+27.3% | Added |
| Ancora Advisors, LLC | 1,700 | $141.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 928 | $77.2K | 0.00% | +9+1.0% | Added |
| Evoke Wealth, LLC | 900 | $75.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 881 | $73.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 832 | $69.0K | 0.05% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 683 | $56.0K | 0.00% | +669+4,778.6% | Added |
| TD Private Client Wealth LLC | 605 | $50.3K | 0.00% | −46−7.1% | Reduced |
| New Century Advisors, LLC | 580 | $48.0K | 0.05% | +177+43.9% | Added |
| Macquarie Group Ltd | 554 | $46.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 536 | $45.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 533 | $44.0K | 0.00% | −193−26.6% | Reduced |
| Stonebridge Capital Advisors LLC | 426 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 389 | $32.3K | 0.01% | −4−1.0% | Reduced |
| Signaturefd, LLC | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 317 | $26.0K | 0.00% | −37−10.5% | Reduced |
| Assetmark, Inc | 293 | $24.0K | 0.00% | +81+38.2% | Added |
| Pinebridge Investments, L.P. | 264 | $22.0K | 0.00% | +264 | New |
| Harvest Fund Management Co., Ltd | 231 | $19.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 232 | $19.0K | 0.01% | +232 | New |
| Aquatic Capital Management LLC | 200 | $17.0K | 0.01% | +200 | New |
| Lee Financial Co | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 153 | $14.0K | 0.00% | +153 | New |
| Parkside Financial Bank & Trust | 160 | $13.0K | 0.00% | −2−1.2% | 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 |
| Sageworth Trust Co of South Dakota | 131 | $11.0K | 0.02% | −24−15.5% | Reduced |
| Global Retirement Partners, LLC | 115 | $10.0K | 0.00% | +8+7.5% | Added |
| Kelly Financial Services LLC | 115 | $9.59K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $9.15K | 0.00% | +110 | 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 57 | $4.74K | 0.00% | +57 | New |
| Sageworth Trust Co | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $2.00K | 0.00% | −47−50.0% | Reduced |
| 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 |
| 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 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −39,800−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −12,052−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −11,354−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Canandaigua National Corp | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |