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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 282 | $41.2K | 0.00% | −9−3.1% | Reduced |
| Coston, McIsaac & Partners | 247 | $36.0K | 0.01% | +15+6.5% | Added |
| Altshuler Shaham Ltd | 161 | $23.5K | 0.00% | −8−4.7% | Reduced |
| CWM, LLC | 157 | $23.0K | 0.00% | −31−16.5% | Reduced |
| Lee Financial Co | 156 | $22.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 152 | $22.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 145 | $21.2K | 0.01% | +90+163.6% | Added |
| Brown Brothers Harriman & Co | 141 | $20.6K | 0.00% | −70−33.2% | Reduced |
| Belpointe Asset Management LLC | 138 | $20.2K | 0.00% | −1,025−88.1% | Reduced |
| Global Retirement Partners, LLC | 127 | $19.0K | 0.00% | −4−3.1% | Reduced |
| Kelly Financial Services LLC | 116 | $16.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $16.3K | 0.00% | +44+64.7% | Added |
| Sageworth Trust Co of South Dakota | 105 | $15.3K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 101 | $14.8K | 0.01% | +101 | New |
| Solstein Capital, LLC | 84 | $12.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $9.63K | 0.00% | −14−17.5% | Reduced |
| Front Row Advisors LLC | 54 | $8.00K | 0.00% | −2−3.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 50 | $7.30K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 48 | $7.01K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 42 | $6.00K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $5.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 32 | $4.67K | 0.00% | +32 | New |
| Values First Advisors, Inc. | 31 | $4.49K | 0.00% | +31 | New |
| Schubert & Co | 28 | $4.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $4.09K | 0.00% | +1+3.7% | Added |
| Bell Investment Advisors, Inc | 25 | $3.65K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $3.50K | 0.00% | −3−11.1% | Reduced |
| Ridgewood Investments LLC | 22 | $3.27K | 0.00% | +22 | New |
| Horan Securities, Inc. | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Milestone Investment Advisors LLC | 19 | $2.77K | 0.00% | +19 | New |
| RFP Financial Group LLC | 19 | $2.77K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $2.48K | 0.00% | −3−15.0% | Reduced |
| IFP Advisors, Inc | 47 | $2.21K | 0.00% | −70−59.8% | Reduced |
| SJS Investment Consulting Inc. | 15 | $2.19K | 0.00% | +1+7.1% | Added |
| Huntington National Bank | 14 | $2.04K | 0.00% | +8+133.3% | Added |
| AdvisorNet Financial, Inc | 11 | $1.61K | 0.00% | +1+10.0% | Added |
| Disciplined Investments, LLC | 10 | $1.46K | 0.00% | −1−9.1% | Reduced |
| Parallel Advisors, LLC | 5 | $744 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $730 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $584 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $292 | 0.00% | +1+100.0% | Added |
| Fortis Capital Advisors, LLC | 1 | $146 | 0.00% | −1,027−99.9% | Reduced |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,636−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,661−100.0% | Sold out |
| JB Capital Partners LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,464−100.0% | Sold out |
| Strid Group, LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,904−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,865−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Crosspoint Capital Strategies, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |