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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
Solstein Capital, LLC84$9.67K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.81$9.32K0.00%00.0%Unchanged
Private Trust Co NA80$9.00K0.00%−20−20.0%Reduced
Massmutual Trust Co FSB68$8.00K0.00%−2−2.9%Reduced
Benjamin F. Edwards & Company, Inc.59$7.00K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.55$6.33K0.00%00.0%Unchanged
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
Cary Street Partner Investment Advisory LLC50$5.75K0.00%+50New
Fiduciary Alliance LLC47$5.41K0.00%+47New
Hanseatic Management Services Inc42$5.00K0.01%+42New
Colonial Trust Co37$4.36K0.00%+37New
JFS Wealth Advisors, LLC36$4.14K0.00%+3+9.1%Added
Glen Eagle Advisors, LLC34$3.91K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC34$3.91K0.00%+34New
Schubert & Co28$3.22K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc27$3.11K0.00%+3+12.5%Added
Lindbrook Capital, LLC27$3.11K0.00%+5+22.7%Added
Prestige Wealth Management Group LLC26$2.99K0.00%+26New
Aua Capital Management, LLC25$2.88K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$2.88K0.00%+25New
Horan Securities, Inc.22$2.53K0.00%+22New
Manchester Capital Management LLC20$2.30K0.00%+3+17.6%Added
RFP Financial Group LLC19$2.19K0.00%+19New
Ellevest, Inc.14$1.61K0.00%+1+7.7%Added
SJS Investment Consulting Inc.14$1.61K0.00%+7+100.0%Added
Cornerstone Planning Group LLC12$1.38K0.00%+12New
Disciplined Investments, LLC11$1.27K0.00%+1+10.0%Added
AdvisorNet Financial, Inc10$1.15K0.00%+10New
Rockefeller Capital Management L.P.10$1.00K0.00%−18−64.3%Reduced
Huntington National Bank6$6900.00%+4+200.0%Added
Parallel Advisors, LLC5$5860.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$5750.00%+5New
Hexagon Capital Partners LLC2$2300.00%00.0%Unchanged
Tfo-TDC, LLC1$880.00%+1New
McClarren Financial Advisors, Inc.2$00.00%+2New
Eagle Asset Management Inc0$00.00%−71,051−100.0%Sold out
Impax Asset Management Group plc0$00.00%−40,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−10,403−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−9,303−100.0%Sold out
Cumberland Partners Ltd0$00.00%−6,250−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,794−100.0%Sold out
Keybank National Association0$00.00%−3,540−100.0%Sold out
Wealth Advisory Solutions, LLC0$00.00%−2,282−100.0%Sold out
Raymond James Trust N.A.0$00.00%−2,155−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,998−100.0%Sold out
Evoke Wealth, LLC0$00.00%−900−100.0%Sold out
Group One Trading, L.P.0$00.00%−800−100.0%Sold out
Macquarie Group Ltd0$00.00%0Sold out
DuPont Capital Management Corp0$00.00%−170−100.0%Sold out
Close Asset Management Ltd0$00.00%−145−100.0%Sold out
Trust Co of Vermont0$00.00%−80−100.0%Sold out
Bartlett & Co. LLC0$00.00%−57−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−57−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−18−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−13−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−7−100.0%Sold out
Cowa, LLC0$00.00%−1−100.0%Sold out
Eaton Vance Management––––Not filed
Walthausen & Co., LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed
New Century Advisors, LLC––––Not filed
FourThought Financial, LLC––––Not filed