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 |
|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −11,614−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |