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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,687 | $359.0K | 0.00% | −35−0.9% | Reduced |
| Keybank National Association | 3,540 | $345.0K | 0.00% | −980−21.7% | Reduced |
| Heritage Wealth Management, LLC | 3,524 | $343.0K | 0.11% | −253−6.7% | Reduced |
| Regions Financial Corp | 3,487 | $340.0K | 0.00% | −49−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,363 | $327.0K | 0.01% | −7,905−70.2% | Reduced |
| Janney Montgomery Scott LLC | 3,272 | $318.0K | 0.00% | −501−13.3% | Reduced |
| Virtus Investment Advisers, Inc. | 3,171 | $309.0K | 0.14% | +3,171 | New |
| KBC Group NV | 3,139 | $306.0K | 0.00% | −277−8.1% | Reduced |
| Alps Advisors Inc | 3,117 | $303.0K | 0.00% | +3,117 | New |
| Crossmark Global Holdings, Inc. | 3,087 | $301.0K | 0.01% | −23−0.7% | Reduced |
| Virtu Financial LLC | 2,972 | $289.0K | 0.03% | +2,972 | New |
| Verition Fund Management LLC | 2,911 | $283.0K | 0.00% | +2,911 | New |
| Mackenzie Financial Corp | 2,815 | $274.0K | 0.00% | +355+14.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,800 | $273.0K | 0.00% | +984+54.2% | Added |
| Ameritas Investment Partners, Inc. | 2,779 | $270.0K | 0.01% | +120+4.5% | Added |
| Fifth Third Bancorp | 2,668 | $260.0K | 0.00% | −53−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,606 | $254.0K | 0.03% | −450−14.7% | Reduced |
| Vestcor Inc | 2,574 | $251.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 2,494 | $243.0K | 0.01% | +2,494 | New |
| Profund Advisors LLC | 2,473 | $241.0K | 0.02% | +31+1.3% | Added |
| Captrust Financial Advisors | 2,461 | $240.0K | 0.00% | +38+1.6% | Added |
| Strid Group, LLC | 2,361 | $230.0K | 0.06% | −1,393−37.1% | Reduced |
| HighTower Advisors, LLC | 2,338 | $227.0K | 0.00% | −106−4.3% | Reduced |
| Pictet Asset Management SA | 2,300 | $224.0K | 0.00% | +2,300 | New |
| Wealth Advisory Solutions, LLC | 2,282 | $222.0K | 0.06% | +2,282 | New |
| Shelton Capital Management | 2,255 | $219.0K | 0.01% | +2,255 | 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 |
| Raymond James Trust N.A. | 2,155 | $210.0K | 0.01% | +2,155 | New |
| Guggenheim Capital LLC | 2,140 | $208.0K | 0.00% | −1,998−48.3% | Reduced |
| State of Wyoming | 2,134 | $207.0K | 0.10% | −82−3.7% | Reduced |
| Metropolitan Life Insurance Co | 2,120 | $206.3K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,120 | $206.0K | 0.03% | −435−17.0% | Reduced |
| 9258 Wealth Management, LLC | 2,082 | $203.0K | 0.05% | +2,082 | New |
| Point72 Hong Kong Ltd | 1,998 | $194.0K | 0.01% | −1,209−37.7% | Reduced |
| Ancora Advisors, LLC | 1,700 | $165.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,669 | $162.0K | 0.00% | −7,125−81.0% | Reduced |
| Simplex Trading, LLC | 1,044 | $101.0K | 0.00% | +1,044 | New |
| American Portfolios Advisors | 938 | $91.2K | 0.00% | +10+1.1% | Added |
| Evoke Wealth, LLC | 900 | $88.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 838 | $82.0K | 0.00% | −43−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 809 | $79.0K | 0.02% | +578+250.2% | Added |
| Group One Trading, L.P. | 800 | $78.0K | 0.00% | +800 | New |
| UBS Group AG | 591 | $58.0K | 0.00% | +58+10.9% | Added |
| 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 |
| New Century Advisors, LLC | 541 | $53.0K | 0.06% | −39−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 536 | $52.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 474 | $46.0K | 0.00% | +122+34.7% | Added |
| TD Private Client Wealth LLC | 458 | $44.6K | 0.00% | −147−24.3% | Reduced |
| Quadrant Capital Group LLC | 435 | $42.0K | 0.01% | +285+190.0% | Added |
| Sutton Wealth Advisors Inc. | 390 | $38.0K | 0.02% | +1+0.3% | Added |
| Proequities, Inc. | 334 | $33.0K | 0.00% | +17+5.4% | Added |
| Assetmark, Inc | 291 | $28.0K | 0.00% | −2−0.7% | Reduced |
| Pinebridge Investments, L.P. | 264 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 239 | $23.0K | 0.00% | +141+143.9% | Added |
| Coston, McIsaac & Partners | 232 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 236 | $20.0K | 0.00% | +83+54.2% | Added |
| Lee Financial Co | 191 | $19.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 170 | $17.0K | 0.00% | +170 | New |
| Global Retirement Partners, LLC | 131 | $16.0K | 0.00% | +16+13.9% | Added |
| CWM, LLC | 166 | $16.0K | 0.00% | +148+822.2% | 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 |
| 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 |
| Kelly Financial Services LLC | 115 | $11.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 57 | $5.55K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $3.31K | 0.00% | −76−69.1% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $3.00K | 0.00% | +20+153.8% | Added |
| Schubert & Co | 28 | $3.00K | 0.00% | +10+55.6% | Added |
| 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 |
| Absolute Capital Management, LLC | 13 | $1.26K | 0.00% | +13 | 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 |
| 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 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −58,540−100.0% | Sold out |