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 |
|---|---|---|---|---|---|
| Mariner, LLC | 6,220 | $908.0K | 0.00% | +33+0.5% | Added |
| Hillsdale Investment Management Inc. | 6,000 | $875.8K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,931 | $865.7K | 0.00% | +104+1.8% | Added |
| Everence Capital Management Inc | 5,920 | $864.0K | 0.07% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,607 | $840.6K | 0.01% | −1,951−25.8% | Reduced |
| Allianz Asset Management GmbH | 5,303 | $774.0K | 0.00% | +5,303 | New |
| Meritage Portfolio Management | 5,278 | $770.0K | 0.06% | +222+4.4% | Added |
| ProShare Advisors LLC | 5,148 | $751.4K | 0.00% | −456−8.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,068 | $739.7K | 0.01% | +91+1.8% | Added |
| WBI Investments | 4,580 | $668.5K | 0.13% | +4,580 | New |
| State of Wisconsin Investment Board | 4,504 | $657.4K | 0.00% | +44+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,477 | $653.0K | 0.00% | +80+1.8% | Added |
| Van Eck Associates Corp | 4,458 | $651.0K | 0.00% | +3,295+283.3% | Added |
| Amundi | 4,899 | $644.8K | 0.00% | +4,899 | New |
| Fisher Asset Management, LLC | 4,410 | $643.7K | 0.00% | −4,474−50.4% | Reduced |
| Cornerstone Investment Partners, LLC | 4,309 | $628.9K | 0.04% | −32−0.7% | Reduced |
| Pictet Asset Management SA | 4,280 | $624.7K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,133 | $603.3K | 0.00% | +32+0.8% | Added |
| Ergoteles LLC | 4,079 | $595.4K | 0.02% | −4,324−51.5% | Reduced |
| Neuberger Berman Group LLC | 4,028 | $587.9K | 0.00% | +766+23.5% | Added |
| Alliance Wealth Advisors, LLC | 3,951 | $576.6K | 0.23% | +367+10.2% | Added |
| Virtus Investment Advisers, Inc. | 3,773 | $550.7K | 0.39% | +602+19.0% | Added |
| Cetera Investment Advisers | 3,608 | $526.7K | 0.00% | −1,090−23.2% | Reduced |
| Cantor Fitzgerald, L. P. | 3,562 | $519.9K | 0.01% | −990−21.7% | Reduced |
| Ifrah Financial Services, Inc. | 3,537 | $516.3K | 0.16% | −55−1.5% | Reduced |
| UBS Group AG | 3,500 | $510.9K | 0.00% | +411+13.3% | Added |
| Cim, LLC | 3,437 | $501.7K | 0.10% | −120−3.4% | Reduced |
| Regions Financial Corp | 3,297 | $481.0K | 0.00% | −136−4.0% | Reduced |
| New York Life Investment Management LLC | 3,282 | $479.0K | 0.01% | −3,091−48.5% | Reduced |
| Quantinno Capital Management LP | 3,227 | $471.0K | 0.03% | −69−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 3,140 | $458.3K | 0.02% | +3,140 | New |
| Crossmark Global Holdings, Inc. | 3,047 | $444.0K | 0.01% | +27+0.9% | Added |
| Sawgrass Asset Management LLC | 2,977 | $434.5K | 0.06% | +337+12.8% | Added |
| KBC Group NV | 2,966 | $433.0K | 0.00% | −173−5.5% | Reduced |
| Janney Montgomery Scott LLC | 2,925 | $427.0K | 0.00% | −35−1.2% | Reduced |
| Versor Investments LP | 2,895 | $422.6K | 0.06% | −603−17.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,847 | $415.5K | 0.02% | +68+2.4% | Added |
| KLR Investment Advisors, LLC | 2,810 | $410.1K | 0.36% | −817−22.5% | Reduced |
| Virginia Retirement Systems Et Al | 2,800 | $408.7K | 0.00% | −2,600−48.1% | Reduced |
| Umb Bank N A | 2,721 | $397.2K | 0.01% | +2,003+279.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,644 | $385.9K | 0.00% | +2,644 | New |
| Vestcor Inc | 2,574 | $376.0K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,578 | $374.7K | 0.04% | −1,063−29.2% | Reduced |
| Optimum Investment Advisors | 2,540 | $370.7K | 0.19% | +965+61.3% | Added |
| Fifth Third Bancorp | 2,517 | $367.4K | 0.00% | −139−5.2% | Reduced |
| Captrust Financial Advisors | 2,405 | $351.0K | 0.00% | −6−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,400 | $350.4K | 0.00% | −441−15.5% | Reduced |
| Centiva Capital, LP | 2,386 | $348.3K | 0.02% | +2,386 | New |
| State of Wyoming | 2,284 | $333.4K | 0.11% | +68+3.1% | Added |
| Alps Advisors Inc | 2,234 | $326.1K | 0.00% | −863−27.9% | Reduced |
| Baader Bank INC | 2,200 | $321.1K | 0.02% | −2,000−47.6% | 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 |
| Mount Yale Investment Advisors, LLC | 2,086 | $304.5K | 0.03% | −559−21.1% | Reduced |
| Xponance, Inc. | 2,056 | $300.1K | 0.00% | +27+1.3% | Added |
| Advisor Partners II, LLC | 1,942 | $283.5K | 0.02% | +1,942 | New |
| Bank of Nova Scotia | 1,920 | $280.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,915 | $279.5K | 0.01% | −263−12.1% | Reduced |
| CWM Advisors, LLC | 1,874 | $273.5K | 0.03% | −166−8.1% | Reduced |
| Toroso Investments, LLC | 1,863 | $272.0K | 0.01% | +1,863 | New |
| SkyOak Wealth, LLC | 1,863 | $271.9K | 0.08% | +1,863 | New |
| Evergreen Capital Management LLC | 1,840 | $268.6K | 0.01% | +1,840 | New |
| 9258 Wealth Management, LLC | 1,827 | $266.7K | 0.05% | −107−5.5% | Reduced |
| AE Wealth Management LLC | 1,815 | $264.9K | 0.00% | +1,815 | New |
| Proficio Capital Partners LLC | 1,796 | $262.1K | 0.04% | +1,796 | New |
| XTX Topco Ltd | 1,795 | $262.0K | 0.05% | +1,795 | New |
| Raymond James Trust N.A. | 1,776 | $259.0K | 0.01% | +1,776 | New |
| Guggenheim Capital LLC | 1,716 | $250.5K | 0.00% | −993−36.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,687 | $246.2K | 0.00% | +1,687 | New |
| Intrust Bank NA | 1,621 | $236.6K | 0.03% | +1,621 | New |
| Mayflower Financial Advisors, LLC | 1,571 | $229.4K | 0.03% | +1,571 | New |
| Harvest Fund Management Co., Ltd | 1,569 | $229.0K | 0.05% | +760+93.9% | Added |
| Kaizen Financial Strategies | 1,550 | $226.2K | 0.22% | +1,550 | New |
| Dakota Wealth Management | 1,533 | $223.8K | 0.01% | +1,533 | New |
| Aigen Investment Management, LP | 1,525 | $222.6K | 0.03% | −1,605−51.3% | 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 |
| Origin Asset Management LLP | 1,490 | $217.0K | 0.06% | −1,400−48.4% | Reduced |
| Wealth Advisory Solutions, LLC | 1,483 | $216.5K | 0.06% | +1,483 | New |
| Sequoia Financial Advisors, LLC | 1,477 | $215.6K | 0.00% | +1,477 | New |
| PRW Wealth Management LLC | 1,410 | $210.8K | 0.08% | +1,410 | New |
| Baker Tilly Wealth Management, LLC | 1,378 | $201.1K | 0.02% | +1,378 | New |
| Simplex Trading, LLC | 1,076 | $157.0K | 0.01% | −1,729−61.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,028 | $150.0K | 0.00% | −358−25.8% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $146.0K | 0.01% | −7,200−87.8% | Reduced |
| Point72 Middle East FZE | 783 | $114.2K | 0.01% | −3,318−80.9% | Reduced |
| Penserra Capital Management LLC | 711 | $103.0K | 0.00% | +711 | New |
| Covestor Ltd | 672 | $98.0K | 0.09% | +242+56.3% | Added |
| Benjamin Edwards Inc | 630 | $92.0K | 0.02% | +372+144.2% | Added |
| Quadrant Capital Group LLC | 611 | $89.2K | 0.01% | +17+2.9% | Added |
| Archer Investment Corp | 550 | $79.8K | 0.03% | +550 | New |
| Steward Partners Investment Advisory, LLC | 536 | $78.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 524 | $76.5K | 0.54% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 470 | $68.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 442 | $64.5K | 0.02% | +235+113.5% | Added |
| Ronald Blue Trust, Inc. | 496 | $57.0K | 0.00% | +109+28.2% | Added |
| Meeder Asset Management Inc | 363 | $53.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 329 | $48.0K | 0.00% | −60−15.4% | Reduced |
| Signaturefd, LLC | 321 | $46.9K | 0.00% | −5−1.5% | Reduced |
| Proequities, Inc. | 308 | $45.0K | 0.00% | −26−7.8% | Reduced |