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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, 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.

Institutional holdersQ1 2023: 348 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 heldQ1 2023: $5.03B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2022.

Institutions holding FIX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Fortis Capital Advisors, LLC1$1460.00%−1,027−99.9%Reduced
Hexagon Capital Partners LLC2$2920.00%00.0%Unchanged
Tfo-TDC, LLC2$2920.00%+1+100.0%Added
True Wealth Design, LLC4$5840.00%+4New
Baker Avenue Asset Management, LP5$7300.00%00.0%Unchanged
Parallel Advisors, LLC5$7440.00%00.0%Unchanged
Disciplined Investments, LLC10$1.46K0.00%−1−9.1%Reduced
AdvisorNet Financial, Inc11$1.61K0.00%+1+10.0%Added
Huntington National Bank14$2.04K0.00%+8+133.3%Added
SJS Investment Consulting Inc.15$2.19K0.00%+1+7.1%Added
IFP Advisors, Inc47$2.21K0.00%−70−59.8%Reduced
Manchester Capital Management LLC17$2.48K0.00%−3−15.0%Reduced
RFP Financial Group LLC19$2.77K0.00%00.0%Unchanged
Milestone Investment Advisors LLC19$2.77K0.00%+19New
Nalls Sherbakoff Group, LLC20$2.85K0.00%+20New
Horan Securities, Inc.22$3.21K0.00%00.0%Unchanged
Ridgewood Investments LLC22$3.27K0.00%+22New
Lindbrook Capital, LLC24$3.50K0.00%−3−11.1%Reduced
Bell Investment Advisors, Inc25$3.65K0.00%00.0%Unchanged
Schubert & Co28$4.09K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$4.09K0.00%+1+3.7%Added
Values First Advisors, Inc.31$4.49K0.00%+31New
Allworth Financial LP32$4.67K0.00%+32New
JFS Wealth Advisors, LLC34$4.96K0.00%−2−5.6%Reduced
Glen Eagle Advisors, LLC34$4.96K0.00%00.0%Unchanged
Colonial Trust Co37$5.27K0.00%00.0%Unchanged
Hanseatic Management Services Inc42$6.00K0.01%00.0%Unchanged
Sageworth Trust Co48$7.01K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC50$7.30K0.00%00.0%Unchanged
Front Row Advisors LLC54$8.00K0.00%−2−3.6%Reduced
Private Trust Co NA66$9.63K0.00%−14−17.5%Reduced
TCI Wealth Advisors, Inc.81$11.8K0.00%00.0%Unchanged
Solstein Capital, LLC84$12.3K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.101$14.8K0.01%+101New
Sageworth Trust Co of South Dakota105$15.3K0.04%00.0%Unchanged
Massmutual Trust Co FSB112$16.3K0.00%+44+64.7%Added
Kelly Financial Services LLC116$16.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC127$19.0K0.00%−4−3.1%Reduced
Belpointe Asset Management LLC138$20.2K0.00%−1,025−88.1%Reduced
Brown Brothers Harriman & Co141$20.6K0.00%−70−33.2%Reduced
Contravisory Investment Management, Inc.145$21.2K0.01%+90+163.6%Added
Advisory Services Network, LLC152$22.2K0.00%00.0%Unchanged
Lee Financial Co156$22.8K0.00%00.0%Unchanged
CWM, LLC157$23.0K0.00%−31−16.5%Reduced
Altshuler Shaham Ltd161$23.5K0.00%−8−4.7%Reduced
Coston, McIsaac & Partners247$36.0K0.01%+15+6.5%Added
Assetmark, Inc282$41.2K0.00%−9−3.1%Reduced
Proequities, Inc.308$45.0K0.00%−26−7.8%Reduced
Signaturefd, LLC321$46.9K0.00%−5−1.5%Reduced
TD Private Client Wealth LLC329$48.0K0.00%−60−15.4%Reduced
Meeder Asset Management Inc363$53.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.496$57.0K0.00%+109+28.2%Added
Parkside Financial Bank & Trust442$64.5K0.02%+235+113.5%Added
First Horizon Advisors, Inc.470$68.6K0.00%00.0%Unchanged
Virtus Fund Advisers, LLC524$76.5K0.54%00.0%Unchanged
Steward Partners Investment Advisory, LLC536$78.2K0.00%00.0%Unchanged
Archer Investment Corp550$79.8K0.03%+550New
Quadrant Capital Group LLC611$89.2K0.01%+17+2.9%Added
Benjamin Edwards Inc630$92.0K0.02%+372+144.2%Added
Covestor Ltd672$98.0K0.09%+242+56.3%Added
Penserra Capital Management LLC711$103.0K0.00%+711New
Point72 Middle East FZE783$114.2K0.01%−3,318−80.9%Reduced
Aquatic Capital Management LLC1,000$146.0K0.01%−7,200−87.8%Reduced
Tower Research Capital LLC (TRC)1,028$150.0K0.00%−358−25.8%Reduced
Simplex Trading, LLC1,076$157.0K0.01%−1,729−61.6%Reduced
Baker Tilly Wealth Management, LLC1,378$201.1K0.02%+1,378New
PRW Wealth Management LLC1,410$210.8K0.08%+1,410New
Sequoia Financial Advisors, LLC1,477$215.6K0.00%+1,477New
Wealth Advisory Solutions, LLC1,483$216.5K0.06%+1,483New
Origin Asset Management LLP1,490$217.0K0.06%−1,400−48.4%Reduced
Boston Financial Mangement LLC1,500$218.9K0.01%−2,520−62.7%Reduced
Sanders Morris Harris LLC1,500$218.9K0.08%+1,500New
Aigen Investment Management, LP1,525$222.6K0.03%−1,605−51.3%Reduced
Dakota Wealth Management1,533$223.8K0.01%+1,533New
Kaizen Financial Strategies1,550$226.2K0.22%+1,550New
Harvest Fund Management Co., Ltd1,569$229.0K0.05%+760+93.9%Added
Mayflower Financial Advisors, LLC1,571$229.4K0.03%+1,571New
Intrust Bank NA1,621$236.6K0.03%+1,621New
Raymond James Financial Services Advisors, Inc.1,687$246.2K0.00%+1,687New
Guggenheim Capital LLC1,716$250.5K0.00%−993−36.7%Reduced
Raymond James Trust N.A.1,776$259.0K0.01%+1,776New
XTX Topco Ltd1,795$262.0K0.05%+1,795New
Proficio Capital Partners LLC1,796$262.1K0.04%+1,796New
AE Wealth Management LLC1,815$264.9K0.00%+1,815New
9258 Wealth Management, LLC1,827$266.7K0.05%−107−5.5%Reduced
Evergreen Capital Management LLC1,840$268.6K0.01%+1,840New
SkyOak Wealth, LLC1,863$271.9K0.08%+1,863New
Toroso Investments, LLC1,863$272.0K0.01%+1,863New
CWM Advisors, LLC1,874$273.5K0.03%−166−8.1%Reduced
Metropolitan Life Insurance Co1,915$279.5K0.01%−263−12.1%Reduced
Bank of Nova Scotia1,920$280.2K0.00%00.0%Unchanged
Advisor Partners II, LLC1,942$283.5K0.02%+1,942New
Xponance, Inc.2,056$300.1K0.00%+27+1.3%Added
Mount Yale Investment Advisors, LLC2,086$304.5K0.03%−559−21.1%Reduced
Profund Advisors LLC2,106$307.4K0.02%−140−6.2%Reduced
Shelton Capital Management2,106$307.4K0.01%00.0%Unchanged
Baader Bank INC2,200$321.1K0.02%−2,000−47.6%Reduced
Alps Advisors Inc2,234$326.1K0.00%−863−27.9%Reduced
State of Wyoming2,284$333.4K0.11%+68+3.1%Added