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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
Laurus Investment Counsel Inc.5,790$1.26M0.45%−4,890−45.8%Reduced
Meritage Portfolio Management7,573$1.24M0.09%+2,295+43.5%Added
UBS Group AG7,008$1.15M0.00%+3,508+100.2%Added
Glenmede Trust Co NA7,871$1.15M0.01%00.0%Unchanged
Mutual of America Capital Management LLC6,987$1.15M0.01%−378−5.1%Reduced
AXS Investments LLC6,700$1.10M0.29%+6,700New
Zurcher Kantonalbank (Zurich Cantonalbank)6,246$1.03M0.00%+315+5.3%Added
Handelsbanken Fonder AB6,237$1.02M0.01%−130,000−95.4%Reduced
State of Wisconsin Investment Board6,124$1.01M0.00%+1,620+36.0%Added
Mariner, LLC5,992$984.0K0.00%−228−3.7%Reduced
Jackson Creek Investment Advisors LLC5,975$981.0K0.39%−1,652−21.7%Reduced
Pitcairn Co5,738$942.2K0.08%−1,082−15.9%Reduced
First National Bank of Omaha5,481$900.0K0.05%−2,828−34.0%Reduced
Diversified Trust Co5,466$897.5K0.03%−1,202−18.0%Reduced
Gsa Capital Partners LLP5,356$879.0K0.09%−10,198−65.6%Reduced
Everence Capital Management Inc5,920$876.0K0.07%00.0%Unchanged
Azzad Asset Management Inc5,313$872.3K0.12%−2,070−28.0%Reduced
Van Eck Associates Corp5,301$870.0K0.00%+843+18.9%Added
Cambridge Investment Research Advisors, Inc.4,837$794.0K0.00%+360+8.0%Added
Pathstone Family Office, LLC4,735$777.5K0.01%−872−15.6%Reduced
Toroso Investments, LLC4,722$775.0K0.02%+2,859+153.5%Added
Amundi4,547$747.7K0.00%−352−7.2%Reduced
Alliance Wealth Advisors, LLC4,530$743.8K0.28%+579+14.7%Added
Private Advisory Group LLC4,444$729.7K0.14%+4,444New
Ritholtz Wealth Management4,440$729.1K0.03%+4,440New
Level Four Advisory Services, LLC4,424$726.5K0.04%+4,424New
Strid Group, LLC4,322$709.7K0.15%+4,322New
Pictet Asset Management SA4,280$702.8K0.00%00.0%Unchanged
Chartwell Investment Partners, LLC4,141$680.0K0.02%+4,141New
Neuberger Berman Group LLC4,022$660.4K0.00%−6−0.1%Reduced
Allianz Asset Management GmbH4,003$657.3K0.00%−1,300−24.5%Reduced
Quantinno Capital Management LP3,900$640.0K0.04%+673+20.9%Added
Virtus Investment Advisers, Inc.3,773$619.5K0.42%00.0%Unchanged
Cornerstone Investment Partners, LLC3,655$600.2K0.04%−654−15.2%Reduced
Cantor Fitzgerald, L. P.3,562$584.9K0.01%00.0%Unchanged
Mackenzie Financial Corp3,480$572.3K0.00%−653−15.8%Reduced
Cetera Investment Advisers3,482$571.8K0.00%−126−3.5%Reduced
Ifrah Financial Services, Inc.3,462$568.5K0.17%−75−2.1%Reduced
Versor Investments LP3,449$566.3K0.10%+554+19.1%Added
Optimum Investment Advisors3,390$556.6K0.27%+850+33.5%Added
Regions Financial Corp3,231$530.5K0.00%−66−2.0%Reduced
Kestra Private Wealth Services, LLC3,141$515.8K0.02%+10.0%Added
Crossmark Global Holdings, Inc.2,898$503.0K0.01%−149−4.9%Reduced
Tower Research Capital LLC (TRC)2,990$491.0K0.02%+1,962+190.9%Added
Sawgrass Asset Management LLC2,971$487.8K0.06%−6−0.2%Reduced
O'Neil Global Advisors, Inc.2,943$483.0K0.10%+2,943New
Cim, LLC2,935$481.9K0.09%−502−14.6%Reduced
Prospera Financial Services Inc2,927$480.8K0.02%+2,927New
Ameritas Investment Partners, Inc.2,925$480.3K0.02%+78+2.7%Added
XTX Topco Ltd2,877$472.4K0.08%+1,082+60.3%Added
New York Life Investment Management LLC2,826$464.0K0.00%−456−13.9%Reduced
KLR Investment Advisors, LLC2,791$458.3K0.38%−19−0.7%Reduced
KBC Group NV2,691$442.0K0.00%−275−9.3%Reduced
Raymond James Financial Services Advisors, Inc.2,615$429.4K0.00%+928+55.0%Added
Aquatic Capital Management LLC2,600$427.0K0.02%+1,600+160.0%Added
Vestcor Inc2,574$423.0K0.02%00.0%Unchanged
Umb Bank N A2,574$422.7K0.01%−147−5.4%Reduced
BTC Capital Management, Inc.2,459$405.6K0.04%−119−4.6%Reduced
State of Wyoming2,462$404.3K0.12%+178+7.8%Added
AIA Group Ltd2,438$400.3K0.02%+2,438New
Captrust Financial Advisors2,405$394.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,400$394.2K0.00%00.0%Unchanged
Fifth Third Bancorp2,282$374.7K0.00%−235−9.3%Reduced
Alps Advisors Inc2,254$370.1K0.00%+20+0.9%Added
Harvest Fund Management Co., Ltd2,242$368.0K0.07%+673+42.9%Added
Profund Advisors LLC2,107$346.0K0.02%+10.0%Added
Xponance, Inc.2,084$342.2K0.00%+28+1.4%Added
Portside Wealth Group, LLC2,083$342.0K0.06%+2,083New
Evergreen Capital Management LLC2,065$339.1K0.01%+225+12.2%Added
Baader Bank INC2,070$337.3K0.03%−130−5.9%Reduced
SG Americas Securities, LLC2,030$333.0K0.00%+2,030New
Janney Montgomery Scott LLC2,015$331.0K0.00%−910−31.1%Reduced
SkyOak Wealth, LLC1,974$324.1K0.09%+111+6.0%Added
Shelton Capital Management1,948$319.9K0.01%−158−7.5%Reduced
Metropolitan Life Insurance Co1,944$319.2K0.02%+29+1.5%Added
Advisor Partners II, LLC1,920$315.3K0.01%−22−1.1%Reduced
CWM Advisors, LLC1,903$312.5K0.04%+29+1.5%Added
HMS Capital Management, LLC1,858$305.1K0.19%+1,858New
Guidance Capital, Inc1,675$298.2K0.13%+1,675New
Proficio Capital Partners LLC1,807$296.7K0.04%+11+0.6%Added
9258 Wealth Management, LLC1,755$288.2K0.05%−72−3.9%Reduced
Guggenheim Capital LLC1,743$286.2K0.00%+27+1.6%Added
Scotia Capital Inc.1,725$283.2K0.00%+1,725New
Mount Yale Investment Advisors, LLC1,702$279.5K0.03%−384−18.4%Reduced
Sequoia Financial Advisors, LLC1,683$276.3K0.00%+206+13.9%Added
Linden Thomas Advisory Services, LLC1,643$269.8K0.06%+1,643New
Intrust Bank NA1,621$266.2K0.03%00.0%Unchanged
Raymond James Trust N.A.1,611$264.0K0.01%−165−9.3%Reduced
Virtu Financial LLC1,604$263.0K0.02%+1,604New
Pearl River Capital, LLC1,577$258.9K0.04%+1,577New
HRT Financial LP1,571$257.0K0.00%−17,195−91.6%Reduced
Kaizen Financial Strategies1,550$255.1K0.22%00.0%Unchanged
Campbell & CO Investment Adviser LLC1,538$252.5K0.04%+1,538New
First Hawaiian Bank1,518$249.3K0.01%+1,518New
Sanders Morris Harris LLC1,500$246.3K0.05%00.0%Unchanged
Apollon Wealth Management, LLC1,499$246.1K0.01%+1,499New
Origin Asset Management LLP1,490$244.7K0.10%00.0%Unchanged
Dakota Wealth Management1,476$242.4K0.01%−57−3.7%Reduced
Engineers Gate Manager LP1,467$240.9K0.01%−6,993−82.7%Reduced
Teza Capital Management LLC1,440$236.4K0.04%+1,440New