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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, Q4 2022

Institutional positions in Comfort Systems USA Inc as of Dec 31, 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
337
+44 vs. Q3 2022
Shares held
34.1M
−191.7K (−0.6%) vs. Q3 2022
Total value
$3.92B
+$586.4M (+17.6%) vs. Q3 2022
New holders
66
110 more added
Sold out
22
129 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 337 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 heldQ4 2022: $3.92B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2022.

Institutions holding FIX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%+2New
Tfo-TDC, LLC1$880.00%+1New
Hexagon Capital Partners LLC2$2300.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$5750.00%+5New
Parallel Advisors, LLC5$5860.00%00.0%Unchanged
Huntington National Bank6$6900.00%+4+200.0%Added
Rockefeller Capital Management L.P.10$1.00K0.00%−18−64.3%Reduced
AdvisorNet Financial, Inc10$1.15K0.00%+10New
Disciplined Investments, LLC11$1.27K0.00%+1+10.0%Added
Cornerstone Planning Group LLC12$1.38K0.00%+12New
Ellevest, Inc.14$1.61K0.00%+1+7.7%Added
SJS Investment Consulting Inc.14$1.61K0.00%+7+100.0%Added
RFP Financial Group LLC19$2.19K0.00%+19New
Manchester Capital Management LLC20$2.30K0.00%+3+17.6%Added
Horan Securities, Inc.22$2.53K0.00%+22New
Aua Capital Management, LLC25$2.88K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$2.88K0.00%+25New
Prestige Wealth Management Group LLC26$2.99K0.00%+26New
Farmers & Merchants Investments Inc27$3.11K0.00%+3+12.5%Added
Lindbrook Capital, LLC27$3.11K0.00%+5+22.7%Added
Schubert & Co28$3.22K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC34$3.91K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC34$3.91K0.00%+34New
JFS Wealth Advisors, LLC36$4.14K0.00%+3+9.1%Added
Colonial Trust Co37$4.36K0.00%+37New
Hanseatic Management Services Inc42$5.00K0.01%+42New
Fiduciary Alliance LLC47$5.41K0.00%+47New
Cary Street Partner Investment Advisory LLC50$5.75K0.00%+50New
Front Row Advisors LLC56$6.00K0.00%−12−17.6%Reduced
IFP Advisors, Inc117$6.00K0.00%−10−7.9%Reduced
Sageworth Trust Co48$6.00K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.55$6.33K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.59$7.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB68$8.00K0.00%−2−2.9%Reduced
Private Trust Co NA80$9.00K0.00%−20−20.0%Reduced
TCI Wealth Advisors, Inc.81$9.32K0.00%00.0%Unchanged
Solstein Capital, LLC84$9.67K0.01%00.0%Unchanged
Sageworth Trust Co of South Dakota105$12.0K0.03%00.0%Unchanged
Kelly Financial Services LLC116$13.3K0.01%+1+0.9%Added
Global Retirement Partners, LLC131$15.0K0.00%00.0%Unchanged
Advisory Services Network, LLC152$17.4K0.00%+152New
Lee Financial Co156$18.0K0.00%−35−18.3%Reduced
Altshuler Shaham Ltd169$19.4K0.00%+169New
Quarry LP171$19.7K0.02%+171New
CWM, LLC188$22.0K0.00%+22+13.3%Added
Money Concepts Capital Corp200$23.0K0.00%+200New
Parkside Financial Bank & Trust207$23.8K0.01%+59+39.9%Added
Brown Brothers Harriman & Co211$24.3K0.00%−28−11.7%Reduced
Coston, McIsaac & Partners232$26.0K0.01%00.0%Unchanged
Benjamin Edwards Inc258$30.0K0.01%+258New
Pinebridge Investments, L.P.264$30.4K0.00%00.0%Unchanged
Assetmark, Inc291$33.5K0.00%00.0%Unchanged
Signaturefd, LLC326$37.5K0.00%−148−31.2%Reduced
Ronald Blue Trust, Inc.387$38.0K0.00%+151+64.0%Added
Proequities, Inc.334$38.4K0.00%00.0%Unchanged
Meeder Asset Management Inc363$41.8K0.00%+230+172.9%Added
TD Private Client Wealth LLC389$44.8K0.00%−69−15.1%Reduced
Sutton Wealth Advisors Inc.391$45.0K0.02%+1+0.3%Added
Covestor Ltd430$50.0K0.04%+296+220.9%Added
Comerica Securities,inc.443$51.0K0.00%+443New
First Horizon Advisors, Inc.470$54.1K0.00%−92−16.4%Reduced
Virtus Fund Advisers, LLC524$60.3K0.43%+524New
Steward Partners Investment Advisory, LLC536$61.7K0.00%00.0%Unchanged
Quadrant Capital Group LLC594$68.4K0.01%+159+36.6%Added
Umb Bank N A718$83.0K0.00%−120−14.3%Reduced
Harvest Fund Management Co., Ltd809$93.0K0.02%00.0%Unchanged
Fortis Capital Advisors, LLC1,028$118.3K0.07%+1,028New
Belpointe Asset Management LLC1,163$133.9K0.01%+1,163New
Van Eck Associates Corp1,163$134.0K0.00%+1,163New
Ancora Advisors, LLC1,275$147.0K0.00%−425−25.0%Reduced
Tower Research Capital LLC (TRC)1,386$160.0K0.01%−1,977−58.8%Reduced
Optimum Investment Advisors1,575$181.3K0.10%+1,575New
MQS Management LLC1,754$201.8K0.14%+1,754New
Boothbay Fund Management, LLC1,760$202.5K0.01%+1,760New
Jefferies Financial Group Inc.1,865$214.6K0.00%+1,865New
Verition Fund Management LLC1,904$219.1K0.00%−1,007−34.6%Reduced
Bank of Nova Scotia1,920$221.0K0.00%+1,920New
9258 Wealth Management, LLC1,934$222.6K0.05%−148−7.1%Reduced
Xponance, Inc.2,029$233.5K0.00%+2,029New
CWM Advisors, LLC2,040$234.8K0.03%−80−3.8%Reduced
Shelton Capital Management2,106$242.4K0.03%−149−6.6%Reduced
Metropolitan Life Insurance Co2,178$250.6K0.01%+58+2.7%Added
State of Wyoming2,216$255.0K0.08%+82+3.8%Added
Profund Advisors LLC2,246$258.5K0.02%−227−9.2%Reduced
Strid Group, LLC2,361$271.7K0.06%00.0%Unchanged
Captrust Financial Advisors2,411$277.5K0.00%−50−2.0%Reduced
Y-Intercept (Hong Kong) Ltd2,464$283.6K0.04%+2,464New
Sound View Wealth Advisors Group, LLC1,434$294.9K0.03%+1,434New
Vestcor Inc2,574$296.0K0.01%00.0%Unchanged
Sawgrass Asset Management LLC2,640$303.8K0.04%+2,640New
Mount Yale Investment Advisors, LLC2,645$304.4K0.03%+39+1.5%Added
Fifth Third Bancorp2,656$305.7K0.00%−12−0.4%Reduced
Guggenheim Capital LLC2,709$311.8K0.00%+569+26.6%Added
Simplex Trading, LLC2,805$322.0K0.02%+1,761+168.7%Added
Northwestern Mutual Wealth Management Co2,841$327.0K0.00%+41+1.5%Added
Ameritas Investment Partners, Inc.2,779$328.1K0.01%00.0%Unchanged
Origin Asset Management LLP2,890$332.6K0.10%−808−21.8%Reduced
Janney Montgomery Scott LLC2,960$341.0K0.00%−312−9.5%Reduced
Crossmark Global Holdings, Inc.3,020$347.0K0.01%−67−2.2%Reduced
UBS Group AG3,089$355.5K0.00%+2,498+422.7%Added