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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurus Investment Counsel Inc. | 5,790 | $1.26M | 0.45% | −4,890−45.8% | Reduced |
| Meritage Portfolio Management | 7,573 | $1.24M | 0.09% | +2,295+43.5% | Added |
| UBS Group AG | 7,008 | $1.15M | 0.00% | +3,508+100.2% | Added |
| Glenmede Trust Co NA | 7,871 | $1.15M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,987 | $1.15M | 0.01% | −378−5.1% | Reduced |
| AXS Investments LLC | 6,700 | $1.10M | 0.29% | +6,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,246 | $1.03M | 0.00% | +315+5.3% | Added |
| Handelsbanken Fonder AB | 6,237 | $1.02M | 0.01% | −130,000−95.4% | Reduced |
| State of Wisconsin Investment Board | 6,124 | $1.01M | 0.00% | +1,620+36.0% | Added |
| Mariner, LLC | 5,992 | $984.0K | 0.00% | −228−3.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,975 | $981.0K | 0.39% | −1,652−21.7% | Reduced |
| Pitcairn Co | 5,738 | $942.2K | 0.08% | −1,082−15.9% | Reduced |
| First National Bank of Omaha | 5,481 | $900.0K | 0.05% | −2,828−34.0% | Reduced |
| Diversified Trust Co | 5,466 | $897.5K | 0.03% | −1,202−18.0% | Reduced |
| Gsa Capital Partners LLP | 5,356 | $879.0K | 0.09% | −10,198−65.6% | Reduced |
| Everence Capital Management Inc | 5,920 | $876.0K | 0.07% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,313 | $872.3K | 0.12% | −2,070−28.0% | Reduced |
| Van Eck Associates Corp | 5,301 | $870.0K | 0.00% | +843+18.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,837 | $794.0K | 0.00% | +360+8.0% | Added |
| Pathstone Family Office, LLC | 4,735 | $777.5K | 0.01% | −872−15.6% | Reduced |
| Toroso Investments, LLC | 4,722 | $775.0K | 0.02% | +2,859+153.5% | Added |
| Amundi | 4,547 | $747.7K | 0.00% | −352−7.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,530 | $743.8K | 0.28% | +579+14.7% | Added |
| Private Advisory Group LLC | 4,444 | $729.7K | 0.14% | +4,444 | New |
| Ritholtz Wealth Management | 4,440 | $729.1K | 0.03% | +4,440 | New |
| Level Four Advisory Services, LLC | 4,424 | $726.5K | 0.04% | +4,424 | New |
| Strid Group, LLC | 4,322 | $709.7K | 0.15% | +4,322 | New |
| Pictet Asset Management SA | 4,280 | $702.8K | 0.00% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 4,141 | $680.0K | 0.02% | +4,141 | New |
| Neuberger Berman Group LLC | 4,022 | $660.4K | 0.00% | −6−0.1% | Reduced |
| Allianz Asset Management GmbH | 4,003 | $657.3K | 0.00% | −1,300−24.5% | Reduced |
| Quantinno Capital Management LP | 3,900 | $640.0K | 0.04% | +673+20.9% | Added |
| Virtus Investment Advisers, Inc. | 3,773 | $619.5K | 0.42% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,655 | $600.2K | 0.04% | −654−15.2% | Reduced |
| Cantor Fitzgerald, L. P. | 3,562 | $584.9K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,480 | $572.3K | 0.00% | −653−15.8% | Reduced |
| Cetera Investment Advisers | 3,482 | $571.8K | 0.00% | −126−3.5% | Reduced |
| Ifrah Financial Services, Inc. | 3,462 | $568.5K | 0.17% | −75−2.1% | Reduced |
| Versor Investments LP | 3,449 | $566.3K | 0.10% | +554+19.1% | Added |
| Optimum Investment Advisors | 3,390 | $556.6K | 0.27% | +850+33.5% | Added |
| Regions Financial Corp | 3,231 | $530.5K | 0.00% | −66−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,141 | $515.8K | 0.02% | +10.0% | Added |
| Crossmark Global Holdings, Inc. | 2,898 | $503.0K | 0.01% | −149−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,990 | $491.0K | 0.02% | +1,962+190.9% | Added |
| Sawgrass Asset Management LLC | 2,971 | $487.8K | 0.06% | −6−0.2% | Reduced |
| O'Neil Global Advisors, Inc. | 2,943 | $483.0K | 0.10% | +2,943 | New |
| Cim, LLC | 2,935 | $481.9K | 0.09% | −502−14.6% | Reduced |
| Prospera Financial Services Inc | 2,927 | $480.8K | 0.02% | +2,927 | New |
| Ameritas Investment Partners, Inc. | 2,925 | $480.3K | 0.02% | +78+2.7% | Added |
| XTX Topco Ltd | 2,877 | $472.4K | 0.08% | +1,082+60.3% | Added |
| New York Life Investment Management LLC | 2,826 | $464.0K | 0.00% | −456−13.9% | Reduced |
| KLR Investment Advisors, LLC | 2,791 | $458.3K | 0.38% | −19−0.7% | Reduced |
| KBC Group NV | 2,691 | $442.0K | 0.00% | −275−9.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,615 | $429.4K | 0.00% | +928+55.0% | Added |
| Aquatic Capital Management LLC | 2,600 | $427.0K | 0.02% | +1,600+160.0% | Added |
| Vestcor Inc | 2,574 | $423.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,574 | $422.7K | 0.01% | −147−5.4% | Reduced |
| BTC Capital Management, Inc. | 2,459 | $405.6K | 0.04% | −119−4.6% | Reduced |
| State of Wyoming | 2,462 | $404.3K | 0.12% | +178+7.8% | Added |
| AIA Group Ltd | 2,438 | $400.3K | 0.02% | +2,438 | New |
| Captrust Financial Advisors | 2,405 | $394.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,400 | $394.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,282 | $374.7K | 0.00% | −235−9.3% | Reduced |
| Alps Advisors Inc | 2,254 | $370.1K | 0.00% | +20+0.9% | Added |
| Harvest Fund Management Co., Ltd | 2,242 | $368.0K | 0.07% | +673+42.9% | Added |
| Profund Advisors LLC | 2,107 | $346.0K | 0.02% | +10.0% | Added |
| Xponance, Inc. | 2,084 | $342.2K | 0.00% | +28+1.4% | Added |
| Portside Wealth Group, LLC | 2,083 | $342.0K | 0.06% | +2,083 | New |
| Evergreen Capital Management LLC | 2,065 | $339.1K | 0.01% | +225+12.2% | Added |
| Baader Bank INC | 2,070 | $337.3K | 0.03% | −130−5.9% | Reduced |
| SG Americas Securities, LLC | 2,030 | $333.0K | 0.00% | +2,030 | New |
| Janney Montgomery Scott LLC | 2,015 | $331.0K | 0.00% | −910−31.1% | Reduced |
| SkyOak Wealth, LLC | 1,974 | $324.1K | 0.09% | +111+6.0% | Added |
| Shelton Capital Management | 1,948 | $319.9K | 0.01% | −158−7.5% | Reduced |
| Metropolitan Life Insurance Co | 1,944 | $319.2K | 0.02% | +29+1.5% | Added |
| Advisor Partners II, LLC | 1,920 | $315.3K | 0.01% | −22−1.1% | Reduced |
| CWM Advisors, LLC | 1,903 | $312.5K | 0.04% | +29+1.5% | Added |
| HMS Capital Management, LLC | 1,858 | $305.1K | 0.19% | +1,858 | New |
| Guidance Capital, Inc | 1,675 | $298.2K | 0.13% | +1,675 | New |
| Proficio Capital Partners LLC | 1,807 | $296.7K | 0.04% | +11+0.6% | Added |
| 9258 Wealth Management, LLC | 1,755 | $288.2K | 0.05% | −72−3.9% | Reduced |
| Guggenheim Capital LLC | 1,743 | $286.2K | 0.00% | +27+1.6% | Added |
| Scotia Capital Inc. | 1,725 | $283.2K | 0.00% | +1,725 | New |
| Mount Yale Investment Advisors, LLC | 1,702 | $279.5K | 0.03% | −384−18.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,683 | $276.3K | 0.00% | +206+13.9% | Added |
| Linden Thomas Advisory Services, LLC | 1,643 | $269.8K | 0.06% | +1,643 | New |
| Intrust Bank NA | 1,621 | $266.2K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,611 | $264.0K | 0.01% | −165−9.3% | Reduced |
| Virtu Financial LLC | 1,604 | $263.0K | 0.02% | +1,604 | New |
| Pearl River Capital, LLC | 1,577 | $258.9K | 0.04% | +1,577 | New |
| HRT Financial LP | 1,571 | $257.0K | 0.00% | −17,195−91.6% | Reduced |
| Kaizen Financial Strategies | 1,550 | $255.1K | 0.22% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,538 | $252.5K | 0.04% | +1,538 | New |
| First Hawaiian Bank | 1,518 | $249.3K | 0.01% | +1,518 | New |
| Sanders Morris Harris LLC | 1,500 | $246.3K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,499 | $246.1K | 0.01% | +1,499 | New |
| Origin Asset Management LLP | 1,490 | $244.7K | 0.10% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,476 | $242.4K | 0.01% | −57−3.7% | Reduced |
| Engineers Gate Manager LP | 1,467 | $240.9K | 0.01% | −6,993−82.7% | Reduced |
| Teza Capital Management LLC | 1,440 | $236.4K | 0.04% | +1,440 | New |