Comfort Systems USA Inc

FIX

Exchange: NYSE
Industry: Electrical Work
SEC CIK: 0001035983

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Comfort Systems USA Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of FIX: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	299	6	337	+44
Shares	34.4M	94.5K	34.1M	−191.7K (−0.6%)
Value	$3.35B	$9.20M	$3.92B	+$586.4M (+17.6%)

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (66)

Institutions that held Comfort Systems USA Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to FIX in Q4 2022
Institution	Shares	Value	% of portfolio
Assenagon Asset Management S.A.	132,187	$15.2M	0.06%
Premier Fund Managers Ltd	61,000	$7.19M	0.28%
Putnam Investments LLC	57,879	$6.66M	0.01%
Moran Wealth Management, LLC	48,192	$5.55M	0.21%
Handelsinvest Investeringsforvaltning	47,000	$5.41M	0.85%
ExodusPoint Capital Management, LP	43,251	$4.98M	0.08%
Acadian Asset Management LLC	43,299	$4.98M	0.02%
Renaissance Technologies LLC	32,300	$3.72M	0.01%
Castleark Management LLC	31,410	$3.61M	0.19%
Jacobs Levy Equity Management, Inc	26,534	$3.05M	0.02%
HRT Financial LP	18,549	$2.13M	0.03%
HSBC Holdings PLC	15,311	$1.77M	0.00%
Legato Capital Management LLC	14,018	$1.61M	0.31%
Graham Capital Management, L.P.	12,661	$1.46M	0.06%
North Star Investment Management Corp.	10,782	$1.24M	0.11%
Crosspoint Capital Strategies, LLC	10,609	$1.22M	2.42%
Ergoteles LLC	8,403	$967.0K	0.04%
Dynamic Technology Lab Private Ltd	8,300	$955.0K	0.10%
Aquatic Capital Management LLC	8,200	$944.0K	0.07%
Jackson Creek Investment Advisors LLC	7,631	$878.0K	0.39%
Hillsdale Investment Management Inc.	6,000	$690.5K	0.06%
Inceptionr LLC	4,717	$542.8K	0.29%
Cetera Investment Advisers	4,698	$540.6K	0.01%
Toth Financial Advisory Corp	4,675	$538.0K	0.09%
Kestra Advisory Services, LLC	4,602	$529.6K	0.00%
Baader Bank INC	4,200	$483.3K	0.04%
Point72 Middle East FZE	4,101	$471.9K	0.04%
Quadrature Capital Ltd	4,046	$465.4K	0.01%
Quantbot Technologies LP	4,038	$464.7K	0.03%
KLR Investment Advisors, LLC	3,627	$417.4K	0.34%
Alliance Wealth Advisors, LLC	3,584	$412.5K	0.19%
Kula Investments, LLC	3,242	$373.1K	0.13%
Aigen Investment Management, LP	3,130	$360.2K	0.05%
Sawgrass Asset Management LLC	2,640	$303.8K	0.04%
Sound View Wealth Advisors Group, LLC	1,434	$294.9K	0.03%
Y-Intercept (Hong Kong) Ltd	2,464	$283.6K	0.04%
Xponance, Inc.	2,029	$233.5K	0.00%
Bank of Nova Scotia	1,920	$221.0K	0.00%
Jefferies Financial Group Inc.	1,865	$214.6K	0.00%
Boothbay Fund Management, LLC	1,760	$202.5K	0.01%
MQS Management LLC	1,754	$201.8K	0.14%
Optimum Investment Advisors	1,575	$181.3K	0.10%
Van Eck Associates Corp	1,163	$134.0K	0.00%
Belpointe Asset Management LLC	1,163	$133.9K	0.01%
Fortis Capital Advisors, LLC	1,028	$118.3K	0.07%
Virtus Fund Advisers, LLC	524	$60.3K	0.43%
Comerica Securities,inc.	443	$51.0K	0.00%
Benjamin Edwards Inc	258	$30.0K	0.01%
Money Concepts Capital Corp	200	$23.0K	0.00%
Quarry LP	171	$19.7K	0.02%
Altshuler Shaham Ltd	169	$19.4K	0.00%
Advisory Services Network, LLC	152	$17.4K	0.00%
Cary Street Partner Investment Advisory LLC	50	$5.75K	0.00%
Fiduciary Alliance LLC	47	$5.41K	0.00%
Hanseatic Management Services Inc	42	$5.00K	0.01%
Colonial Trust Co	37	$4.36K	0.00%
Sargent Bickham Lagudis LLC	34	$3.91K	0.00%
Prestige Wealth Management Group LLC	26	$2.99K	0.00%
Bell Investment Advisors, Inc	25	$2.88K	0.00%
Horan Securities, Inc.	22	$2.53K	0.00%
RFP Financial Group LLC	19	$2.19K	0.00%
Cornerstone Planning Group LLC	12	$1.38K	0.00%
AdvisorNet Financial, Inc	10	$1.15K	0.00%
Baker Avenue Asset Management, LP	5	$575	0.00%
Tfo-TDC, LLC	1	$88	0.00%
McClarren Financial Advisors, Inc.	2	$0	0.00%

Sold out (22)

Institutions that held Comfort Systems USA Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of FIX in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eagle Asset Management Inc	71,051	$6.92M
Impax Asset Management Group plc	40,000	$3.89M
Gsa Capital Partners LLP	10,403	$1.01M
AlphaCrest Capital Management LLC	9,303	$905.0K
Cumberland Partners Ltd	6,250	$608.0K
Tudor Investment Corp Et Al	5,794	$564.0K
Keybank National Association	3,540	$345.0K
Wealth Advisory Solutions, LLC	2,282	$222.0K
Raymond James Trust N.A.	2,155	$210.0K
Point72 Hong Kong Ltd	1,998	$194.0K
Evoke Wealth, LLC	900	$88.0K
Group One Trading, L.P.	800	$78.0K
Macquarie Group Ltd	0	$54.0K
DuPont Capital Management Corp	170	$17.0K
Close Asset Management Ltd	145	$14.0K
Trust Co of Vermont	80	$8.00K
Bartlett & Co. LLC	57	$6.00K
Bartlett & Co. Wealth Management LLC	57	$5.55K
Moisand Fitzgerald Tamayo, LLC	18	$2.00K
Absolute Capital Management, LLC	13	$1.26K
MUFG Americas Holdings Corp	7	$1.00K
Cowa, LLC	1	$0

Not filed for Q4 2022 yet (6)

Institutions that held Comfort Systems USA Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIX in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eaton Vance Management	74,227	$7.22M
Walthausen & Co., LLC	16,487	$1.60M
Wipfli Financial Advisors LLC,	2,223	$216.0K
American Portfolios Advisors	938	$91.2K
New Century Advisors, LLC	541	$53.0K
FourThought Financial, LLC	67	$7.00K