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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 2,386 | $348.3K | 0.02% | +2,386 | New |
| Northwestern Mutual Wealth Management Co | 2,400 | $350.4K | 0.00% | −441−15.5% | Reduced |
| Captrust Financial Advisors | 2,405 | $351.0K | 0.00% | −6−0.2% | Reduced |
| Fifth Third Bancorp | 2,517 | $367.4K | 0.00% | −139−5.2% | Reduced |
| Optimum Investment Advisors | 2,540 | $370.7K | 0.19% | +965+61.3% | Added |
| BTC Capital Management, Inc. | 2,578 | $374.7K | 0.04% | −1,063−29.2% | Reduced |
| Vestcor Inc | 2,574 | $376.0K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,644 | $385.9K | 0.00% | +2,644 | New |
| Umb Bank N A | 2,721 | $397.2K | 0.01% | +2,003+279.0% | Added |
| Virginia Retirement Systems Et Al | 2,800 | $408.7K | 0.00% | −2,600−48.1% | Reduced |
| KLR Investment Advisors, LLC | 2,810 | $410.1K | 0.36% | −817−22.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,847 | $415.5K | 0.02% | +68+2.4% | Added |
| Versor Investments LP | 2,895 | $422.6K | 0.06% | −603−17.2% | Reduced |
| Janney Montgomery Scott LLC | 2,925 | $427.0K | 0.00% | −35−1.2% | Reduced |
| KBC Group NV | 2,966 | $433.0K | 0.00% | −173−5.5% | Reduced |
| Sawgrass Asset Management LLC | 2,977 | $434.5K | 0.06% | +337+12.8% | Added |
| Crossmark Global Holdings, Inc. | 3,047 | $444.0K | 0.01% | +27+0.9% | Added |
| Kestra Private Wealth Services, LLC | 3,140 | $458.3K | 0.02% | +3,140 | New |
| Quantinno Capital Management LP | 3,227 | $471.0K | 0.03% | −69−2.1% | Reduced |
| New York Life Investment Management LLC | 3,282 | $479.0K | 0.01% | −3,091−48.5% | Reduced |
| Regions Financial Corp | 3,297 | $481.0K | 0.00% | −136−4.0% | Reduced |
| Cim, LLC | 3,437 | $501.7K | 0.10% | −120−3.4% | Reduced |
| UBS Group AG | 3,500 | $510.9K | 0.00% | +411+13.3% | Added |
| Ifrah Financial Services, Inc. | 3,537 | $516.3K | 0.16% | −55−1.5% | Reduced |
| Cantor Fitzgerald, L. P. | 3,562 | $519.9K | 0.01% | −990−21.7% | Reduced |
| Cetera Investment Advisers | 3,608 | $526.7K | 0.00% | −1,090−23.2% | Reduced |
| Virtus Investment Advisers, Inc. | 3,773 | $550.7K | 0.39% | +602+19.0% | Added |
| Alliance Wealth Advisors, LLC | 3,951 | $576.6K | 0.23% | +367+10.2% | Added |
| Neuberger Berman Group LLC | 4,028 | $587.9K | 0.00% | +766+23.5% | Added |
| Ergoteles LLC | 4,079 | $595.4K | 0.02% | −4,324−51.5% | Reduced |
| Mackenzie Financial Corp | 4,133 | $603.3K | 0.00% | +32+0.8% | Added |
| Pictet Asset Management SA | 4,280 | $624.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,309 | $628.9K | 0.04% | −32−0.7% | Reduced |
| Fisher Asset Management, LLC | 4,410 | $643.7K | 0.00% | −4,474−50.4% | Reduced |
| Amundi | 4,899 | $644.8K | 0.00% | +4,899 | New |
| Van Eck Associates Corp | 4,458 | $651.0K | 0.00% | +3,295+283.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,477 | $653.0K | 0.00% | +80+1.8% | Added |
| State of Wisconsin Investment Board | 4,504 | $657.4K | 0.00% | +44+1.0% | Added |
| WBI Investments | 4,580 | $668.5K | 0.13% | +4,580 | New |
| O'Shaughnessy Asset Management, LLC | 5,068 | $739.7K | 0.01% | +91+1.8% | Added |
| ProShare Advisors LLC | 5,148 | $751.4K | 0.00% | −456−8.1% | Reduced |
| Meritage Portfolio Management | 5,278 | $770.0K | 0.06% | +222+4.4% | Added |
| Allianz Asset Management GmbH | 5,303 | $774.0K | 0.00% | +5,303 | New |
| Pathstone Family Office, LLC | 5,607 | $840.6K | 0.01% | −1,951−25.8% | Reduced |
| Everence Capital Management Inc | 5,920 | $864.0K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,931 | $865.7K | 0.00% | +104+1.8% | Added |
| Hillsdale Investment Management Inc. | 6,000 | $875.8K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 6,220 | $908.0K | 0.00% | +33+0.5% | Added |
| BlueCrest Capital Management Ltd | 6,445 | $940.7K | 0.10% | +6,445 | New |
| GWM Advisors LLC | 6,506 | $949.7K | 0.01% | −658−9.2% | Reduced |
| American Century Companies Inc | 6,737 | $960.2K | 0.00% | +1,426+26.8% | Added |
| Diversified Trust Co | 6,668 | $973.3K | 0.04% | +249+3.9% | Added |
| HSBC Holdings PLC | 6,702 | $975.0K | 0.00% | −8,609−56.2% | Reduced |
| Pitcairn Co | 6,820 | $995.4K | 0.09% | −77−1.1% | Reduced |
| ClariVest Asset Management LLC | 6,999 | $1.02M | 0.05% | +6,999 | New |
| Mutual of America Capital Management LLC | 7,365 | $1.07M | 0.01% | −130−1.7% | Reduced |
| Azzad Asset Management Inc | 7,383 | $1.08M | 0.15% | +209+2.9% | Added |
| Creative Planning | 7,580 | $1.11M | 0.00% | +1,224+19.3% | Added |
| Jackson Creek Investment Advisors LLC | 7,627 | $1.11M | 0.47% | −4−0.1% | Reduced |
| Jump Financial, LLC | 7,789 | $1.14M | 0.05% | +7,789 | New |
| Glenmede Trust Co NA | 7,871 | $1.15M | 0.01% | −388−4.7% | Reduced |
| First National Bank of Omaha | 8,309 | $1.21M | 0.07% | −333−3.9% | Reduced |
| Greenwood Capital Associates LLC | 8,377 | $1.22M | 0.18% | +209+2.6% | Added |
| Advisors Preferred, LLC | 8,341 | $1.22M | 0.42% | +8,341 | New |
| Engineers Gate Manager LP | 8,460 | $1.23M | 0.05% | +4,387+107.7% | Added |
| MML Investors Services, LLC | 8,526 | $1.24M | 0.01% | −1,465−14.7% | Reduced |
| Summit Global Investments | 8,579 | $1.25M | 0.10% | +1,879+28.0% | Added |
| Oppenheimer Asset Management Inc. | 8,945 | $1.31M | 0.02% | +19+0.2% | Added |
| Cetera Advisors LLC | 8,949 | $1.31M | 0.02% | −591−6.2% | Reduced |
| Johnson Investment Counsel Inc | 9,200 | $1.34M | 0.02% | +1,160+14.4% | Added |
| Tudor Investment Corp Et Al | 9,370 | $1.37M | 0.03% | +9,370 | New |
| Saturna Capital CORP | 9,614 | $1.40M | 0.03% | +514+5.6% | Added |
| Aviva PLC | 10,079 | $1.47M | 0.01% | +1,877+22.9% | Added |
| Arizona State Retirement System | 10,361 | $1.51M | 0.01% | +266+2.6% | Added |
| North Star Investment Management Corp. | 10,782 | $1.57M | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 10,800 | $1.58M | 0.01% | −900−7.7% | Reduced |
| Gotham Asset Management, LLC | 10,906 | $1.59M | 0.04% | +10,906 | New |
| Teachers Retirement System of the State of Kentucky | 10,981 | $1.60M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 11,163 | $1.63M | 0.00% | +200+1.8% | Added |
| Stifel Financial Corp | 11,337 | $1.65M | 0.00% | −48−0.4% | Reduced |
| M&T Bank Corp | 11,431 | $1.67M | 0.01% | −1,064−8.5% | Reduced |
| Oregon Public Employees Retirement Fund | 11,542 | $1.68M | 0.02% | −342−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 11,585 | $1.69M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,061 | $1.76M | 0.05% | +8,015+198.1% | Added |
| Advisor Group Holdings, Inc. | 12,466 | $1.82M | 0.00% | +941+8.2% | Added |
| The PNC Financial Services Group, Inc. | 12,568 | $1.83M | 0.00% | +900+7.7% | Added |
| Renaissance Group LLC | 13,644 | $1.99M | 0.09% | −1,735−11.3% | Reduced |
| Hunter Associates Investment Management LLC | 13,900 | $2.03M | 0.43% | −950−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 13,979 | $2.04M | 0.00% | +13,979 | New |
| Legato Capital Management LLC | 14,018 | $2.05M | 0.37% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,187 | $2.07M | 0.00% | +67+0.5% | Added |
| Maryland State Retirement & Pension System | 14,401 | $2.10M | 0.05% | −320−2.2% | Reduced |
| Laurus Investment Counsel Inc. | 10,680 | $2.11M | 0.75% | +530+5.2% | Added |
| EAM Investors, LLC | 14,642 | $2.14M | 0.42% | −1,466−9.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 15,000 | $2.19M | 0.16% | +15,000 | New |
| LPL Financial LLC | 15,334 | $2.24M | 0.00% | +5,383+54.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,382 | $2.25M | 0.01% | +256+1.7% | Added |
| Pallas Capital Advisors LLC | 16,921 | $2.27M | 0.21% | +708+4.4% | Added |
| Gsa Capital Partners LLP | 15,554 | $2.27M | 0.22% | +15,554 | New |
| Peterson Wealth Services | 15,739 | $2.30M | 1.18% | −6,214−28.3% | Reduced |