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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.

Institutional holdersQ3 2022: 299 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ3 2022: $3.35B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ifrah Financial Services, Inc.3,698$360.0K0.12%−9−0.2%Reduced
Lido Advisors, LLC3,836$373.0K0.01%+3,836New
Quantinno Capital Management LP3,841$374.0K0.05%00.0%Unchanged
Versor Investments LP3,892$379.0K0.02%−2,250−36.6%Reduced
American Century Companies Inc3,959$385.0K0.00%−934−19.1%Reduced
Boston Financial Mangement LLC4,020$391.0K0.02%−9,980−71.3%Reduced
BTC Capital Management, Inc.4,115$403.0K0.05%−694−14.4%Reduced
Man Group plc4,202$408.0K0.00%––
Cambridge Investment Research Advisors, Inc.4,352$424.0K0.00%+61+1.4%Added
Cantor Fitzgerald, L. P.4,519$440.0K0.01%−688−13.2%Reduced
Trexquant Investment LP4,698$457.0K0.02%+4,698New
Cim, LLC3,881$470.0K0.10%−888−18.6%Reduced
ProShare Advisors LLC4,882$475.0K0.00%−132−2.6%Reduced
Meritage Portfolio Management4,912$478.0K0.04%+397+8.8%Added
Creative Planning5,011$488.0K0.00%−1,454−22.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)5,194$506.0K0.00%00.0%Unchanged
Virginia Retirement Systems Et Al5,200$506.1K0.01%+5,200New
Cornerstone Investment Partners, LLC5,263$512.0K0.04%+54+1.0%Added
Summit Global Investments5,500$535.0K0.05%+2,900+111.5%Added
O'Shaughnessy Asset Management, LLC5,552$540.0K0.01%−1,092−16.4%Reduced
New York Life Investment Management LLC5,689$554.0K0.01%+450+8.6%Added
Tudor Investment Corp Et Al5,794$564.0K0.01%−7,341−55.9%Reduced
EULAV Asset Management5,800$565.0K0.03%+5,800New
Everence Capital Management Inc5,920$576.0K0.05%00.0%Unchanged
Two Sigma Investments, LP5,990$583.0K0.00%+5,990New
Cumberland Partners Ltd6,250$608.0K0.06%+6,250New
SG Americas Securities, LLC6,281$611.0K0.01%−8,150−56.5%Reduced
Mariner, LLC6,326$616.0K0.00%+6,326New
Pathstone Family Office, LLC6,448$627.3K0.01%+457+7.6%Added
State of Wisconsin Investment Board6,706$653.0K0.00%−2,276−25.3%Reduced
LPL Financial LLC6,961$678.0K0.00%+34+0.5%Added
Qube Research & Technologies Ltd6,991$680.0K0.00%+6,991New
Park Avenue Securities LLC7,001$681.0K0.01%+908+14.9%Added
Mutual of America Capital Management LLC7,118$693.0K0.01%+1,074+17.8%Added
Ensign Peak Advisors, Inc7,313$712.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,328$713.0K0.00%+727+11.0%Added
Pitcairn Co7,353$716.0K0.08%+8+0.1%Added
Campbell & CO Investment Adviser LLC7,359$716.0K0.16%+7,359New
Handelsbanken Fonder AB7,537$734.0K0.00%00.0%Unchanged
Cetera Advisors LLC8,281$806.0K0.02%+2,147+35.0%Added
Glenmede Trust Co NA8,477$824.0K0.01%−50−0.6%Reduced
Lazard Asset Management LLC8,591$835.0K0.00%+137+1.6%Added
Saturna Capital CORP9,100$886.0K0.02%00.0%Unchanged
D. E. Shaw & Co., Inc.9,188$894.0K0.00%+5,560+153.3%Added
AlphaCrest Capital Management LLC9,303$905.0K0.06%−1,078−10.4%Reduced
Greenwood Capital Associates LLC9,455$921.0K0.16%−3,065−24.5%Reduced
Arizona State Retirement System9,778$952.0K0.01%+34+0.3%Added
Balyasny Asset Management LLC9,897$963.0K0.00%+9,897New
Bank of Montreal9,836$988.0K0.00%−2,361−19.4%Reduced
Los Angeles Capital Management LLC10,146$988.0K0.01%−305−2.9%Reduced
First National Bank of Omaha10,383$1.01M0.07%−1,870−15.3%Reduced
Gsa Capital Partners LLP10,403$1.01M0.13%+954+10.1%Added
JB Capital Partners LP10,500$1.02M0.30%00.0%Unchanged
Jane Street Group, LLC10,622$1.03M0.00%+2,474+30.4%Added
Oppenheimer Asset Management Inc.10,715$1.04M0.02%+63+0.6%Added
GWM Advisors LLC11,390$1.11M0.02%+81+0.7%Added
Two Sigma Advisers, LP11,400$1.11M0.00%00.0%Unchanged
STRS Ohio11,600$1.13M0.01%00.0%Unchanged
Russell Investments Group, Ltd.11,808$1.15M0.00%+462+4.1%Added
Teachers Retirement System of the State of Kentucky11,846$1.15M0.01%+11,846New
Oregon Public Employees Retirement Fund11,908$1.16M0.02%+80+0.7%Added
Stifel Financial Corp11,939$1.16M0.00%+4,679+64.4%Added
TownSquare Capital, LLC12,055$1.17M0.03%+1,675+16.1%Added
State Board of Administration of Florida Retirement System12,065$1.17M0.00%−14,729−55.0%Reduced
The PNC Financial Services Group, Inc.12,908$1.26M0.00%−1,096−7.8%Reduced
AQR Capital Management LLC13,220$1.29M0.00%+19+0.1%Added
M&T Bank Corp13,245$1.29M0.01%−1,160−8.1%Reduced
Azzad Asset Management Inc20,896$1.30M0.13%−1,412−6.3%Reduced
MML Investors Services, LLC13,588$1.32M0.01%+55+0.4%Added
BNP Paribas Arbitrage, SA13,776$1.34M0.00%+3,952+40.2%Added
Manufacturers Life Insurance Company, The14,100$1.37M0.00%−138−1.0%Reduced
Teacher Retirement System of Texas14,300$1.39M0.01%+8,527+147.7%Added
Maryland State Retirement & Pension System14,630$1.42M0.12%+49+0.3%Added
Hunter Associates Investment Management LLC15,150$1.47M0.38%−1,925−11.3%Reduced
Mirae Asset Global Investments Co., Ltd.15,126$1.47M0.00%+4,590+43.6%Added
Renaissance Group LLC15,195$1.48M0.08%−1,594−9.5%Reduced
Aviva PLC15,698$1.53M0.01%−7,986−33.7%Reduced
EAM Investors, LLC16,297$1.59M0.34%+16,297New
Walthausen & Co., LLC16,487$1.60M1.34%−9,640−36.9%Reduced
Barclays PLC16,574$1.61M0.00%−2,259−12.0%Reduced
Deutsche Bank AG16,644$1.62M0.00%−3,649−18.0%Reduced
Louisiana State Employees Retirement System17,100$1.66M0.05%−300−1.7%Reduced
Amalgamated Bank17,510$1.70M0.02%+287+1.7%Added
SEI Investments Co17,515$1.70M0.00%+5,268+43.0%Added
Voya Investment Management LLC17,868$1.74M0.00%+3,008+20.2%Added
US Bancorp18,065$1.76M0.00%−542−2.9%Reduced
MetLife Investment Management18,872$1.84M0.02%+735+4.1%Added
Johnson Investment Counsel Inc19,070$1.86M0.03%−4,300−18.4%Reduced
American International Group, Inc.19,442$1.89M0.01%+196+1.0%Added
EAM Global Investors LLC19,620$1.91M0.51%+19,620New
Citigroup Inc19,681$1.92M0.00%+792+4.2%Added
Massachusetts Financial Services Co19,893$1.94M0.00%−81,479−80.4%Reduced
Pallas Capital Advisors LLC16,771$1.97M0.22%+416+2.5%Added
Natixis Advisors, L.P.20,211$1.97M0.01%+2,462+13.9%Added
Susquehanna International Group, LLP20,987$2.04M0.00%+17,999+602.4%Added
Peterson Wealth Services21,919$2.13M1.51%+257+1.2%Added
New York State Teachers Retirement System23,116$2.25M0.01%00.0%Unchanged
State of New Jersey Common Pension Fund D23,228$2.26M0.01%−4,318−15.7%Reduced
State of Tennessee, Treasury Department23,625$2.30M0.01%+2,350+11.0%Added
Aptus Capital Advisors, LLC24,362$2.37M0.08%+1,410+6.1%Added