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, Q3 2022
Institutional positions in Comfort Systems USA Inc as of Sep 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
- 299
- +23 vs. Q2 2022
- Shares held
- 34.4M
- −281.3K (−0.8%) vs. Q2 2022
- Total value
- $3.35B
- +$465.7M (+16.2%) vs. Q2 2022
- New holders
- 40
- 106 more added
- Sold out
- 17
- 115 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | +2 | New |
| Cowa, LLC | 1 | $0 | 0.00% | +1 | New |
| Rockefeller Capital Management L.P. | 28 | $1.00K | 0.00% | −57−67.1% | Reduced |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| MUFG Americas Holdings Corp | 7 | $1.00K | 0.00% | +7 | New |
| Ellevest, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Absolute Capital Management, LLC | 13 | $1.26K | 0.00% | +13 | New |
| Aua Capital Management, LLC | 25 | $2.00K | 0.00% | −9−26.5% | Reduced |
| Manchester Capital Management LLC | 17 | $2.00K | 0.00% | +8+88.9% | Added |
| Lindbrook Capital, LLC | 22 | $2.00K | 0.00% | +19+633.3% | Added |
| Farmers & Merchants Investments Inc | 24 | $2.00K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 18 | $2.00K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 33 | $3.00K | 0.00% | +20+153.8% | Added |
| Schubert & Co | 28 | $3.00K | 0.00% | +10+55.6% | Added |
| Glen Eagle Advisors, LLC | 34 | $3.31K | 0.00% | −76−69.1% | Reduced |
| Contravisory Investment Management, Inc. | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $5.55K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $6.00K | 0.00% | +80+170.2% | Added |
| Massmutual Trust Co FSB | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 67 | $7.00K | 0.00% | +35+109.4% | Added |
| Trust Co of Vermont | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $8.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $8.00K | 0.00% | +3+3.8% | Added |
| Sageworth Trust Co of South Dakota | 105 | $10.0K | 0.02% | −26−19.8% | Reduced |
| Private Trust Co NA | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 115 | $11.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 133 | $13.0K | 0.00% | +42+46.2% | Added |
| Covestor Ltd | 134 | $13.0K | 0.01% | +128+2,133.3% | Added |
| Parkside Financial Bank & Trust | 148 | $14.0K | 0.00% | −12−7.5% | Reduced |
| Close Asset Management Ltd | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 131 | $16.0K | 0.00% | +16+13.9% | Added |
| CWM, LLC | 166 | $16.0K | 0.00% | +148+822.2% | Added |
| DuPont Capital Management Corp | 170 | $17.0K | 0.00% | +170 | New |
| Lee Financial Co | 191 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 236 | $20.0K | 0.00% | +83+54.2% | Added |
| Coston, McIsaac & Partners | 232 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 239 | $23.0K | 0.00% | +141+143.9% | Added |
| Pinebridge Investments, L.P. | 264 | $26.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 291 | $28.0K | 0.00% | −2−0.7% | Reduced |
| Proequities, Inc. | 334 | $33.0K | 0.00% | +17+5.4% | Added |
| Sutton Wealth Advisors Inc. | 390 | $38.0K | 0.02% | +1+0.3% | Added |
| Quadrant Capital Group LLC | 435 | $42.0K | 0.01% | +285+190.0% | Added |
| TD Private Client Wealth LLC | 458 | $44.6K | 0.00% | −147−24.3% | Reduced |
| Signaturefd, LLC | 474 | $46.0K | 0.00% | +122+34.7% | Added |
| Steward Partners Investment Advisory, LLC | 536 | $52.0K | 0.00% | 00.0% | Unchanged |
| New Century Advisors, LLC | 541 | $53.0K | 0.06% | −39−6.7% | Reduced |
| First Horizon Advisors, Inc. | 562 | $54.0K | 0.00% | −121−17.7% | Reduced |
| Macquarie Group Ltd | 0 | $54.0K | 0.00% | −554−100.0% | Reduced |
| UBS Group AG | 591 | $58.0K | 0.00% | +58+10.9% | Added |
| Group One Trading, L.P. | 800 | $78.0K | 0.00% | +800 | New |
| Harvest Fund Management Co., Ltd | 809 | $79.0K | 0.02% | +578+250.2% | Added |
| Umb Bank N A | 838 | $82.0K | 0.00% | −43−4.9% | Reduced |
| Evoke Wealth, LLC | 900 | $88.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 938 | $91.2K | 0.00% | +10+1.1% | Added |
| Simplex Trading, LLC | 1,044 | $101.0K | 0.00% | +1,044 | New |
| Cubist Systematic Strategies, LLC | 1,669 | $162.0K | 0.00% | −7,125−81.0% | Reduced |
| Ancora Advisors, LLC | 1,700 | $165.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,998 | $194.0K | 0.01% | −1,209−37.7% | Reduced |
| 9258 Wealth Management, LLC | 2,082 | $203.0K | 0.05% | +2,082 | New |
| CWM Advisors, LLC | 2,120 | $206.0K | 0.03% | −435−17.0% | Reduced |
| Metropolitan Life Insurance Co | 2,120 | $206.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,134 | $207.0K | 0.10% | −82−3.7% | Reduced |
| Guggenheim Capital LLC | 2,140 | $208.0K | 0.00% | −1,998−48.3% | Reduced |
| Raymond James Trust N.A. | 2,155 | $210.0K | 0.01% | +2,155 | New |
| Engineers Gate Manager LP | 2,220 | $216.0K | 0.01% | +2,220 | New |
| Wipfli Financial Advisors LLC, | 2,223 | $216.0K | 0.02% | +2,223 | New |
| Shelton Capital Management | 2,255 | $219.0K | 0.01% | +2,255 | New |
| Wealth Advisory Solutions, LLC | 2,282 | $222.0K | 0.06% | +2,282 | New |
| Pictet Asset Management SA | 2,300 | $224.0K | 0.00% | +2,300 | New |
| HighTower Advisors, LLC | 2,338 | $227.0K | 0.00% | −106−4.3% | Reduced |
| Strid Group, LLC | 2,361 | $230.0K | 0.06% | −1,393−37.1% | Reduced |
| Captrust Financial Advisors | 2,461 | $240.0K | 0.00% | +38+1.6% | Added |
| Profund Advisors LLC | 2,473 | $241.0K | 0.02% | +31+1.3% | Added |
| Diversified Trust Co | 2,494 | $243.0K | 0.01% | +2,494 | New |
| Vestcor Inc | 2,574 | $251.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,606 | $254.0K | 0.03% | −450−14.7% | Reduced |
| Fifth Third Bancorp | 2,668 | $260.0K | 0.00% | −53−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,779 | $270.0K | 0.01% | +120+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,800 | $273.0K | 0.00% | +984+54.2% | Added |
| Mackenzie Financial Corp | 2,815 | $274.0K | 0.00% | +355+14.4% | Added |
| Verition Fund Management LLC | 2,911 | $283.0K | 0.00% | +2,911 | New |
| Virtu Financial LLC | 2,972 | $289.0K | 0.03% | +2,972 | New |
| Crossmark Global Holdings, Inc. | 3,087 | $301.0K | 0.01% | −23−0.7% | Reduced |
| Alps Advisors Inc | 3,117 | $303.0K | 0.00% | +3,117 | New |
| KBC Group NV | 3,139 | $306.0K | 0.00% | −277−8.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,171 | $309.0K | 0.14% | +3,171 | New |
| Janney Montgomery Scott LLC | 3,272 | $318.0K | 0.00% | −501−13.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,363 | $327.0K | 0.01% | −7,905−70.2% | Reduced |
| Regions Financial Corp | 3,487 | $340.0K | 0.00% | −49−1.4% | Reduced |
| Heritage Wealth Management, LLC | 3,524 | $343.0K | 0.11% | −253−6.7% | Reduced |
| Keybank National Association | 3,540 | $345.0K | 0.00% | −980−21.7% | Reduced |
| Neuberger Berman Group LLC | 3,687 | $359.0K | 0.00% | −35−0.9% | Reduced |
| Origin Asset Management LLP | 3,698 | $360.0K | 0.15% | −615−14.3% | Reduced |