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, Q1 2023
Institutional positions in Comfort Systems USA Inc as of Mar 31, 2023. 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
- 348
- +16 vs. Q4 2022
- Shares held
- 34.6M
- +595.7K (+1.8%) vs. Q4 2022
- Total value
- $5.03B
- +$1.11B (+28.3%) vs. Q4 2022
- New holders
- 51
- 123 more added
- Sold out
- 35
- 137 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1 | $146 | 0.00% | −1,027−99.9% | Reduced |
| Hexagon Capital Partners LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $292 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 4 | $584 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 5 | $730 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $744 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.46K | 0.00% | −1−9.1% | Reduced |
| AdvisorNet Financial, Inc | 11 | $1.61K | 0.00% | +1+10.0% | Added |
| Huntington National Bank | 14 | $2.04K | 0.00% | +8+133.3% | Added |
| SJS Investment Consulting Inc. | 15 | $2.19K | 0.00% | +1+7.1% | Added |
| IFP Advisors, Inc | 47 | $2.21K | 0.00% | −70−59.8% | Reduced |
| Manchester Capital Management LLC | 17 | $2.48K | 0.00% | −3−15.0% | Reduced |
| RFP Financial Group LLC | 19 | $2.77K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 19 | $2.77K | 0.00% | +19 | New |
| Nalls Sherbakoff Group, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Horan Securities, Inc. | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $3.27K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 24 | $3.50K | 0.00% | −3−11.1% | Reduced |
| Bell Investment Advisors, Inc | 25 | $3.65K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $4.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $4.09K | 0.00% | +1+3.7% | Added |
| Values First Advisors, Inc. | 31 | $4.49K | 0.00% | +31 | New |
| Allworth Financial LP | 32 | $4.67K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 34 | $4.96K | 0.00% | −2−5.6% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $4.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 42 | $6.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $7.01K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 50 | $7.30K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 54 | $8.00K | 0.00% | −2−3.6% | Reduced |
| Private Trust Co NA | 66 | $9.63K | 0.00% | −14−17.5% | Reduced |
| TCI Wealth Advisors, Inc. | 81 | $11.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $12.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 101 | $14.8K | 0.01% | +101 | New |
| Sageworth Trust Co of South Dakota | 105 | $15.3K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $16.3K | 0.00% | +44+64.7% | Added |
| Kelly Financial Services LLC | 116 | $16.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $19.0K | 0.00% | −4−3.1% | Reduced |
| Belpointe Asset Management LLC | 138 | $20.2K | 0.00% | −1,025−88.1% | Reduced |
| Brown Brothers Harriman & Co | 141 | $20.6K | 0.00% | −70−33.2% | Reduced |
| Contravisory Investment Management, Inc. | 145 | $21.2K | 0.01% | +90+163.6% | Added |
| Advisory Services Network, LLC | 152 | $22.2K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 156 | $22.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 157 | $23.0K | 0.00% | −31−16.5% | Reduced |
| Altshuler Shaham Ltd | 161 | $23.5K | 0.00% | −8−4.7% | Reduced |
| Coston, McIsaac & Partners | 247 | $36.0K | 0.01% | +15+6.5% | Added |
| Assetmark, Inc | 282 | $41.2K | 0.00% | −9−3.1% | Reduced |
| Proequities, Inc. | 308 | $45.0K | 0.00% | −26−7.8% | Reduced |
| Signaturefd, LLC | 321 | $46.9K | 0.00% | −5−1.5% | Reduced |
| TD Private Client Wealth LLC | 329 | $48.0K | 0.00% | −60−15.4% | Reduced |
| Meeder Asset Management Inc | 363 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 496 | $57.0K | 0.00% | +109+28.2% | Added |
| Parkside Financial Bank & Trust | 442 | $64.5K | 0.02% | +235+113.5% | Added |
| First Horizon Advisors, Inc. | 470 | $68.6K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 524 | $76.5K | 0.54% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 536 | $78.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 550 | $79.8K | 0.03% | +550 | New |
| Quadrant Capital Group LLC | 611 | $89.2K | 0.01% | +17+2.9% | Added |
| Benjamin Edwards Inc | 630 | $92.0K | 0.02% | +372+144.2% | Added |
| Covestor Ltd | 672 | $98.0K | 0.09% | +242+56.3% | Added |
| Penserra Capital Management LLC | 711 | $103.0K | 0.00% | +711 | New |
| Point72 Middle East FZE | 783 | $114.2K | 0.01% | −3,318−80.9% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $146.0K | 0.01% | −7,200−87.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,028 | $150.0K | 0.00% | −358−25.8% | Reduced |
| Simplex Trading, LLC | 1,076 | $157.0K | 0.01% | −1,729−61.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,378 | $201.1K | 0.02% | +1,378 | New |
| PRW Wealth Management LLC | 1,410 | $210.8K | 0.08% | +1,410 | New |
| Sequoia Financial Advisors, LLC | 1,477 | $215.6K | 0.00% | +1,477 | New |
| Wealth Advisory Solutions, LLC | 1,483 | $216.5K | 0.06% | +1,483 | New |
| Origin Asset Management LLP | 1,490 | $217.0K | 0.06% | −1,400−48.4% | Reduced |
| Boston Financial Mangement LLC | 1,500 | $218.9K | 0.01% | −2,520−62.7% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $218.9K | 0.08% | +1,500 | New |
| Aigen Investment Management, LP | 1,525 | $222.6K | 0.03% | −1,605−51.3% | Reduced |
| Dakota Wealth Management | 1,533 | $223.8K | 0.01% | +1,533 | New |
| Kaizen Financial Strategies | 1,550 | $226.2K | 0.22% | +1,550 | New |
| Harvest Fund Management Co., Ltd | 1,569 | $229.0K | 0.05% | +760+93.9% | Added |
| Mayflower Financial Advisors, LLC | 1,571 | $229.4K | 0.03% | +1,571 | New |
| Intrust Bank NA | 1,621 | $236.6K | 0.03% | +1,621 | New |
| Raymond James Financial Services Advisors, Inc. | 1,687 | $246.2K | 0.00% | +1,687 | New |
| Guggenheim Capital LLC | 1,716 | $250.5K | 0.00% | −993−36.7% | Reduced |
| Raymond James Trust N.A. | 1,776 | $259.0K | 0.01% | +1,776 | New |
| XTX Topco Ltd | 1,795 | $262.0K | 0.05% | +1,795 | New |
| Proficio Capital Partners LLC | 1,796 | $262.1K | 0.04% | +1,796 | New |
| AE Wealth Management LLC | 1,815 | $264.9K | 0.00% | +1,815 | New |
| 9258 Wealth Management, LLC | 1,827 | $266.7K | 0.05% | −107−5.5% | Reduced |
| Evergreen Capital Management LLC | 1,840 | $268.6K | 0.01% | +1,840 | New |
| SkyOak Wealth, LLC | 1,863 | $271.9K | 0.08% | +1,863 | New |
| Toroso Investments, LLC | 1,863 | $272.0K | 0.01% | +1,863 | New |
| CWM Advisors, LLC | 1,874 | $273.5K | 0.03% | −166−8.1% | Reduced |
| Metropolitan Life Insurance Co | 1,915 | $279.5K | 0.01% | −263−12.1% | Reduced |
| Bank of Nova Scotia | 1,920 | $280.2K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,942 | $283.5K | 0.02% | +1,942 | New |
| Xponance, Inc. | 2,056 | $300.1K | 0.00% | +27+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 2,086 | $304.5K | 0.03% | −559−21.1% | Reduced |
| Profund Advisors LLC | 2,106 | $307.4K | 0.02% | −140−6.2% | Reduced |
| Shelton Capital Management | 2,106 | $307.4K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 2,200 | $321.1K | 0.02% | −2,000−47.6% | Reduced |
| Alps Advisors Inc | 2,234 | $326.1K | 0.00% | −863−27.9% | Reduced |
| State of Wyoming | 2,284 | $333.4K | 0.11% | +68+3.1% | Added |