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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, Q2 2023

Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
378
+30 vs. Q1 2023
Shares held
34.4M
−194.4K (−0.6%) vs. Q1 2023
Total value
$5.62B
+$596.2M (+11.9%) vs. Q1 2023
New holders
63
118 more added
Sold out
33
152 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 378 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 heldQ2 2023: $5.62B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2023.

Institutions holding FIX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Comerica Bank169,061$30.00%+169,061New
Tfo-TDC, LLC2$3280.00%00.0%Unchanged
Hexagon Capital Partners LLC2$3280.00%00.0%Unchanged
Horizon Investments, LLC2$3280.00%+2New
Abound Wealth Management4$6570.00%+4New
Baker Avenue Asset Management, LP5$8210.00%00.0%Unchanged
Parallel Advisors, LLC5$8390.00%00.0%Unchanged
Versant Capital Management, Inc6$9850.00%+6New
Disciplined Investments, LLC9$1.48K0.00%−1−10.0%Reduced
AdvisorNet Financial, Inc10$1.64K0.00%−1−9.1%Reduced
Meeder Asset Management Inc11$1.81K0.00%−352−97.0%Reduced
Cornerstone Planning Group LLC12$1.97K0.00%+12New
SJS Investment Consulting Inc.13$2.13K0.00%−2−13.3%Reduced
Manchester Capital Management LLC17$2.79K0.00%00.0%Unchanged
RFP Financial Group LLC19$3.12K0.00%00.0%Unchanged
USA Financial Portformulas Corp19$3.12K0.00%+19New
First Capital Advisors Group, LLC.21$3.45K0.00%+21New
Horan Securities, Inc.22$3.61K0.00%00.0%Unchanged
Ridgewood Investments LLC22$3.68K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc27$4.00K0.00%+27New
Hillsdale Investment Management Inc.25$4.11K0.00%−5,975−99.6%Reduced
Bell Investment Advisors, Inc25$4.11K0.00%00.0%Unchanged
Lindbrook Capital, LLC26$4.27K0.00%+2+8.3%Added
Farmers & Merchants Investments Inc28$4.60K0.00%00.0%Unchanged
IFP Advisors, Inc108$5.09K0.00%+61+129.8%Added
Allworth Financial LP32$5.26K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$5.42K0.00%−1−2.9%Reduced
Colonial Trust Co37$6.15K0.00%00.0%Unchanged
Hanseatic Management Services Inc42$7.00K0.01%00.0%Unchanged
Private Trust Co NA46$7.55K0.00%−20−30.3%Reduced
Federation des caisses Desjardins du Quebec46$7.55K0.00%+46New
Fiduciary Alliance LLC47$7.72K0.00%+47New
Cary Street Partner Investment Advisory LLC50$8.21K0.00%00.0%Unchanged
Front Row Advisors LLC54$9.00K0.00%00.0%Unchanged
GoalVest Advisory LLC59$9.69K0.01%+59New
Quarry LP73$12.0K0.01%+73New
Ronald Blue Trust, Inc.81$12.0K0.00%−415−83.7%Reduced
Solstein Capital, LLC84$13.8K0.01%00.0%Unchanged
Huntington National Bank97$15.9K0.00%+83+592.9%Added
Riggs Asset Managment Co. Inc.101$16.7K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC110$18.1K0.00%+110New
Altshuler Shaham Ltd114$18.7K0.00%−47−29.2%Reduced
Kelly Financial Services LLC116$19.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB127$20.9K0.00%+15+13.4%Added
Brown Brothers Harriman & Co141$23.2K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.145$23.8K0.01%00.0%Unchanged
Global Retirement Partners, LLC155$25.4K0.00%+28+22.0%Added
Lee Financial Co156$25.6K0.00%00.0%Unchanged
CWM, LLC194$32.0K0.00%+37+23.6%Added
Point72 Asset Management, L.P.211$34.6K0.00%+211New
Coston, McIsaac & Partners232$38.0K0.01%−15−6.1%Reduced
Simplex Trading, LLC253$41.0K0.00%−823−76.5%Reduced
Harel Insurance Investments & Financial Services Ltd.274$46.0K0.00%+274New
Assetmark, Inc282$46.3K0.00%00.0%Unchanged
Signaturefd, LLC321$52.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.334$54.8K0.00%−136−28.9%Reduced
Pinebridge Investments, L.P.334$54.8K0.00%+334New
Proequities, Inc.408$67.0K0.01%+100+32.5%Added
Parkside Financial Bank & Trust514$84.4K0.02%+72+16.3%Added
Virtus Fund Advisers, LLC524$86.0K0.61%00.0%Unchanged
Steward Partners Investment Advisory, LLC536$88.0K0.00%00.0%Unchanged
Archer Investment Corp550$90.3K0.03%00.0%Unchanged
TD Private Client Wealth LLC553$90.8K0.00%+224+68.1%Added
Covestor Ltd717$118.0K0.09%+45+6.7%Added
Quadrant Capital Group LLC843$138.4K0.01%+232+38.0%Added
Benjamin Edwards Inc1,127$185.0K0.04%+497+78.9%Added
Impact Partnership Wealth, LLC1,261$207.1K0.07%+1,261New
Mayflower Financial Advisors, LLC1,282$210.4K0.03%−289−18.4%Reduced
Coldstream Capital Management Inc1,300$213.5K0.01%+1,300New
Canandaigua National Bank & Trust Co1,309$214.9K0.03%+1,309New
Baird Financial Group, Inc.1,312$215.4K0.00%+1,312New
Horizon Investment Services, LLC1,326$217.7K0.13%+1,326New
Commonwealth Equity Services, LLC1,353$222.0K0.00%+1,353New
Sound View Wealth Advisors Group, LLC1,359$223.1K0.03%+1,359New
JustInvest LLC1,362$223.6K0.01%+1,362New
Baker Tilly Wealth Management, LLC1,400$229.9K0.02%+22+1.6%Added
AE Wealth Management LLC1,403$230.3K0.00%−412−22.7%Reduced
Teza Capital Management LLC1,440$236.4K0.04%+1,440New
Engineers Gate Manager LP1,467$240.9K0.01%−6,993−82.7%Reduced
Dakota Wealth Management1,476$242.4K0.01%−57−3.7%Reduced
Origin Asset Management LLP1,490$244.7K0.10%00.0%Unchanged
Apollon Wealth Management, LLC1,499$246.1K0.01%+1,499New
Sanders Morris Harris LLC1,500$246.3K0.05%00.0%Unchanged
First Hawaiian Bank1,518$249.3K0.01%+1,518New
Campbell & CO Investment Adviser LLC1,538$252.5K0.04%+1,538New
Kaizen Financial Strategies1,550$255.1K0.22%00.0%Unchanged
HRT Financial LP1,571$257.0K0.00%−17,195−91.6%Reduced
Pearl River Capital, LLC1,577$258.9K0.04%+1,577New
Virtu Financial LLC1,604$263.0K0.02%+1,604New
Raymond James Trust N.A.1,611$264.0K0.01%−165−9.3%Reduced
Intrust Bank NA1,621$266.2K0.03%00.0%Unchanged
Linden Thomas Advisory Services, LLC1,643$269.8K0.06%+1,643New
Sequoia Financial Advisors, LLC1,683$276.3K0.00%+206+13.9%Added
Mount Yale Investment Advisors, LLC1,702$279.5K0.03%−384−18.4%Reduced
Scotia Capital Inc.1,725$283.2K0.00%+1,725New
Guggenheim Capital LLC1,743$286.2K0.00%+27+1.6%Added
9258 Wealth Management, LLC1,755$288.2K0.05%−72−3.9%Reduced
Proficio Capital Partners LLC1,807$296.7K0.04%+11+0.6%Added
Guidance Capital, Inc1,675$298.2K0.13%+1,675New