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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 34,056 | $4.96M | 0.01% | +13,470+65.4% | Added |
| Brinker Capital Investments, LLC | 32,830 | $4.79M | 0.06% | −1,209−3.6% | Reduced |
| Orion Portfolio Solutions, LLC | 32,830 | $4.79M | 0.06% | +32,830 | New |
| ExodusPoint Capital Management, LP | 32,502 | $4.74M | 0.05% | −10,749−24.9% | Reduced |
| UBS Asset Management Americas Inc | 32,342 | $4.72M | 0.00% | −6,092−15.9% | Reduced |
| Texas Permanent School Fund | 32,071 | $4.68M | 0.05% | +8,029+33.4% | Added |
| EULAV Asset Management | 31,400 | $4.58M | 0.18% | +20,300+182.9% | Added |
| California Public Employees Retirement System | 30,996 | $4.52M | 0.00% | +30,996 | New |
| AQR Capital Management LLC | 29,287 | $4.27M | 0.01% | +16,410+127.4% | Added |
| Third Avenue Management LLC | 28,902 | $4.22M | 0.72% | 00.0% | Unchanged |
| Deutsche Bank AG | 28,748 | $4.20M | 0.00% | +7,981+38.4% | Added |
| Epoch Investment Partners, Inc. | 28,595 | $4.17M | 0.02% | +95+0.3% | Added |
| Two Sigma Advisers, LP | 28,500 | $4.16M | 0.01% | +14,500+103.6% | Added |
| Ci Investments Inc. | 28,306 | $4.13M | 0.02% | −793−2.7% | Reduced |
| Barclays PLC | 27,922 | $4.08M | 0.00% | +7,212+34.8% | Added |
| Nisa Investment Advisors, LLC | 27,713 | $4.04M | 0.03% | −110−0.4% | Reduced |
| Brown Advisory Inc | 27,172 | $3.97M | 0.01% | −308,920−91.9% | Reduced |
| Russell Investments Group, Ltd. | 26,842 | $3.92M | 0.01% | +10,361+62.9% | Added |
| Seizert Capital Partners, LLC | 26,517 | $3.87M | 0.21% | +26,517 | New |
| Squarepoint Ops LLC | 26,329 | $3.84M | 0.03% | −11,796−30.9% | Reduced |
| New York State Teachers Retirement System | 25,851 | $3.77M | 0.01% | +2,657+11.5% | Added |
| Public Employees Retirement System of Ohio | 25,834 | $3.77M | 0.02% | −7,869−23.3% | Reduced |
| Royal London Asset Management Ltd | 25,040 | $3.65M | 0.01% | +25,040 | New |
| Trexquant Investment LP | 24,658 | $3.60M | 0.10% | +6,082+32.7% | Added |
| State of Alaska, Department of Revenue | 24,488 | $3.57M | 0.04% | −413−1.7% | Reduced |
| Teacher Retirement System of Texas | 24,186 | $3.53M | 0.02% | +5,523+29.6% | Added |
| BNP Paribas Arbitrage, SA | 23,505 | $3.43M | 0.01% | +6,120+35.2% | Added |
| Man Group plc | – | $3.33M | 0.01% | – | – |
| First Republic Investment Management, Inc. | 22,338 | $3.26M | 0.01% | +480+2.2% | Added |
| State of Tennessee, Treasury Department | 22,179 | $3.24M | 0.01% | −5,721−20.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 21,959 | $3.21M | 0.32% | −4,873−18.2% | Reduced |
| Aptus Capital Advisors, LLC | 21,514 | $3.14M | 0.09% | −1,316−5.8% | Reduced |
| Yousif Capital Management, LLC | 20,784 | $3.03M | 0.04% | −2,572−11.0% | Reduced |
| State of New Jersey Common Pension Fund D | 20,516 | $2.99M | 0.01% | +2,038+11.0% | Added |
| Natixis Advisors, L.P. | 20,493 | $2.99M | 0.01% | +1,268+6.6% | Added |
| Voya Investment Management LLC | 20,414 | $2.98M | 0.00% | +2,546+14.2% | Added |
| Jane Street Group, LLC | 19,648 | $2.87M | 0.00% | +30+0.2% | Added |
| American International Group, Inc. | 19,373 | $2.83M | 0.02% | +84+0.4% | Added |
| Citigroup Inc | 19,053 | $2.78M | 0.00% | −10,233−34.9% | Reduced |
| HRT Financial LP | 18,766 | $2.74M | 0.03% | +217+1.2% | Added |
| MetLife Investment Management | 18,542 | $2.71M | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 18,344 | $2.68M | 0.06% | +2,197+13.6% | Added |
| Algert Global LLC | 17,473 | $2.55M | 0.12% | +17,473 | New |
| Susquehanna International Group, LLP | 16,965 | $2.48M | 0.00% | −4,005−19.1% | Reduced |
| Louisiana State Employees Retirement System | 16,700 | $2.44M | 0.06% | −300−1.8% | Reduced |
| US Bancorp | 16,666 | $2.43M | 0.00% | −196−1.2% | Reduced |
| Amalgamated Bank | 16,350 | $2.39M | 0.02% | −1,089−6.2% | Reduced |
| Anderson Hoagland & Co | 16,245 | $2.37M | 0.34% | +16,245 | New |
| Peterson Wealth Services | 15,739 | $2.30M | 1.18% | −6,214−28.3% | Reduced |
| Gsa Capital Partners LLP | 15,554 | $2.27M | 0.22% | +15,554 | New |
| Pallas Capital Advisors LLC | 16,921 | $2.27M | 0.21% | +708+4.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,382 | $2.25M | 0.01% | +256+1.7% | Added |
| LPL Financial LLC | 15,334 | $2.24M | 0.00% | +5,383+54.1% | Added |
| Mountain Pacific Investment Advisers Inc | 15,000 | $2.19M | 0.16% | +15,000 | New |
| EAM Investors, LLC | 14,642 | $2.14M | 0.42% | −1,466−9.1% | Reduced |
| Laurus Investment Counsel Inc. | 10,680 | $2.11M | 0.75% | +530+5.2% | Added |
| Maryland State Retirement & Pension System | 14,401 | $2.10M | 0.05% | −320−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 14,187 | $2.07M | 0.00% | +67+0.5% | Added |
| Legato Capital Management LLC | 14,018 | $2.05M | 0.37% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 13,979 | $2.04M | 0.00% | +13,979 | New |
| Hunter Associates Investment Management LLC | 13,900 | $2.03M | 0.43% | −950−6.4% | Reduced |
| Renaissance Group LLC | 13,644 | $1.99M | 0.09% | −1,735−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,568 | $1.83M | 0.00% | +900+7.7% | Added |
| Advisor Group Holdings, Inc. | 12,466 | $1.82M | 0.00% | +941+8.2% | Added |
| Quadrature Capital Ltd | 12,061 | $1.76M | 0.05% | +8,015+198.1% | Added |
| State Board of Administration of Florida Retirement System | 11,585 | $1.69M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,542 | $1.68M | 0.02% | −342−2.9% | Reduced |
| M&T Bank Corp | 11,431 | $1.67M | 0.01% | −1,064−8.5% | Reduced |
| Stifel Financial Corp | 11,337 | $1.65M | 0.00% | −48−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 11,163 | $1.63M | 0.00% | +200+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 10,981 | $1.60M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,906 | $1.59M | 0.04% | +10,906 | New |
| STRS Ohio | 10,800 | $1.58M | 0.01% | −900−7.7% | Reduced |
| North Star Investment Management Corp. | 10,782 | $1.57M | 0.13% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,361 | $1.51M | 0.01% | +266+2.6% | Added |
| Aviva PLC | 10,079 | $1.47M | 0.01% | +1,877+22.9% | Added |
| Saturna Capital CORP | 9,614 | $1.40M | 0.03% | +514+5.6% | Added |
| Tudor Investment Corp Et Al | 9,370 | $1.37M | 0.03% | +9,370 | New |
| Johnson Investment Counsel Inc | 9,200 | $1.34M | 0.02% | +1,160+14.4% | Added |
| Cetera Advisors LLC | 8,949 | $1.31M | 0.02% | −591−6.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,945 | $1.31M | 0.02% | +19+0.2% | Added |
| Summit Global Investments | 8,579 | $1.25M | 0.10% | +1,879+28.0% | Added |
| MML Investors Services, LLC | 8,526 | $1.24M | 0.01% | −1,465−14.7% | Reduced |
| Engineers Gate Manager LP | 8,460 | $1.23M | 0.05% | +4,387+107.7% | Added |
| Advisors Preferred, LLC | 8,341 | $1.22M | 0.42% | +8,341 | New |
| Greenwood Capital Associates LLC | 8,377 | $1.22M | 0.18% | +209+2.6% | Added |
| First National Bank of Omaha | 8,309 | $1.21M | 0.07% | −333−3.9% | Reduced |
| Glenmede Trust Co NA | 7,871 | $1.15M | 0.01% | −388−4.7% | Reduced |
| Jump Financial, LLC | 7,789 | $1.14M | 0.05% | +7,789 | New |
| Jackson Creek Investment Advisors LLC | 7,627 | $1.11M | 0.47% | −4−0.1% | Reduced |
| Creative Planning | 7,580 | $1.11M | 0.00% | +1,224+19.3% | Added |
| Azzad Asset Management Inc | 7,383 | $1.08M | 0.15% | +209+2.9% | Added |
| Mutual of America Capital Management LLC | 7,365 | $1.07M | 0.01% | −130−1.7% | Reduced |
| ClariVest Asset Management LLC | 6,999 | $1.02M | 0.05% | +6,999 | New |
| Pitcairn Co | 6,820 | $995.4K | 0.09% | −77−1.1% | Reduced |
| HSBC Holdings PLC | 6,702 | $975.0K | 0.00% | −8,609−56.2% | Reduced |
| Diversified Trust Co | 6,668 | $973.3K | 0.04% | +249+3.9% | Added |
| American Century Companies Inc | 6,737 | $960.2K | 0.00% | +1,426+26.8% | Added |
| GWM Advisors LLC | 6,506 | $949.7K | 0.01% | −658−9.2% | Reduced |
| BlueCrest Capital Management Ltd | 6,445 | $940.7K | 0.10% | +6,445 | New |