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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
AE Wealth Management LLC1,403$230.3K0.00%−412−22.7%Reduced
Baker Tilly Wealth Management, LLC1,400$229.9K0.02%+22+1.6%Added
JustInvest LLC1,362$223.6K0.01%+1,362New
Sound View Wealth Advisors Group, LLC1,359$223.1K0.03%+1,359New
Commonwealth Equity Services, LLC1,353$222.0K0.00%+1,353New
Horizon Investment Services, LLC1,326$217.7K0.13%+1,326New
Baird Financial Group, Inc.1,312$215.4K0.00%+1,312New
Canandaigua National Bank & Trust Co1,309$214.9K0.03%+1,309New
Coldstream Capital Management Inc1,300$213.5K0.01%+1,300New
Mayflower Financial Advisors, LLC1,282$210.4K0.03%−289−18.4%Reduced
Impact Partnership Wealth, LLC1,261$207.1K0.07%+1,261New
Benjamin Edwards Inc1,127$185.0K0.04%+497+78.9%Added
Quadrant Capital Group LLC843$138.4K0.01%+232+38.0%Added
Covestor Ltd717$118.0K0.09%+45+6.7%Added
TD Private Client Wealth LLC553$90.8K0.00%+224+68.1%Added
Archer Investment Corp550$90.3K0.03%00.0%Unchanged
Steward Partners Investment Advisory, LLC536$88.0K0.00%00.0%Unchanged
Virtus Fund Advisers, LLC524$86.0K0.61%00.0%Unchanged
Parkside Financial Bank & Trust514$84.4K0.02%+72+16.3%Added
Proequities, Inc.408$67.0K0.01%+100+32.5%Added
Pinebridge Investments, L.P.334$54.8K0.00%+334New
First Horizon Advisors, Inc.334$54.8K0.00%−136−28.9%Reduced
Signaturefd, LLC321$52.7K0.00%00.0%Unchanged
Assetmark, Inc282$46.3K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.274$46.0K0.00%+274New
Simplex Trading, LLC253$41.0K0.00%−823−76.5%Reduced
Coston, McIsaac & Partners232$38.0K0.01%−15−6.1%Reduced
Point72 Asset Management, L.P.211$34.6K0.00%+211New
CWM, LLC194$32.0K0.00%+37+23.6%Added
Lee Financial Co156$25.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC155$25.4K0.00%+28+22.0%Added
Contravisory Investment Management, Inc.145$23.8K0.01%00.0%Unchanged
Brown Brothers Harriman & Co141$23.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB127$20.9K0.00%+15+13.4%Added
Kelly Financial Services LLC116$19.0K0.01%00.0%Unchanged
Altshuler Shaham Ltd114$18.7K0.00%−47−29.2%Reduced
Exchange Traded Concepts, LLC110$18.1K0.00%+110New
Riggs Asset Managment Co. Inc.101$16.7K0.01%00.0%Unchanged
Huntington National Bank97$15.9K0.00%+83+592.9%Added
Solstein Capital, LLC84$13.8K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.81$12.0K0.00%−415−83.7%Reduced
Quarry LP73$12.0K0.01%+73New
GoalVest Advisory LLC59$9.69K0.01%+59New
Front Row Advisors LLC54$9.00K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC50$8.21K0.00%00.0%Unchanged
Fiduciary Alliance LLC47$7.72K0.00%+47New
Private Trust Co NA46$7.55K0.00%−20−30.3%Reduced
Federation des caisses Desjardins du Quebec46$7.55K0.00%+46New
Hanseatic Management Services Inc42$7.00K0.01%00.0%Unchanged
Colonial Trust Co37$6.15K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$5.42K0.00%−1−2.9%Reduced
Allworth Financial LP32$5.26K0.00%00.0%Unchanged
IFP Advisors, Inc108$5.09K0.00%+61+129.8%Added
Farmers & Merchants Investments Inc28$4.60K0.00%00.0%Unchanged
Lindbrook Capital, LLC26$4.27K0.00%+2+8.3%Added
Hillsdale Investment Management Inc.25$4.11K0.00%−5,975−99.6%Reduced
Bell Investment Advisors, Inc25$4.11K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc27$4.00K0.00%+27New
Ridgewood Investments LLC22$3.68K0.00%00.0%Unchanged
Horan Securities, Inc.22$3.61K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.21$3.45K0.00%+21New
RFP Financial Group LLC19$3.12K0.00%00.0%Unchanged
USA Financial Portformulas Corp19$3.12K0.00%+19New
Manchester Capital Management LLC17$2.79K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$2.13K0.00%−2−13.3%Reduced
Cornerstone Planning Group LLC12$1.97K0.00%+12New
Meeder Asset Management Inc11$1.81K0.00%−352−97.0%Reduced
AdvisorNet Financial, Inc10$1.64K0.00%−1−9.1%Reduced
Disciplined Investments, LLC9$1.48K0.00%−1−10.0%Reduced
Versant Capital Management, Inc6$9850.00%+6New
Parallel Advisors, LLC5$8390.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$8210.00%00.0%Unchanged
Abound Wealth Management4$6570.00%+4New
Tfo-TDC, LLC2$3280.00%00.0%Unchanged
Hexagon Capital Partners LLC2$3280.00%00.0%Unchanged
Horizon Investments, LLC2$3280.00%+2New
Comerica Bank169,061$30.00%+169,061New
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Voloridge Investment Management, LLC0$00.00%−72,989−100.0%Sold out
Handelsinvest Investeringsforvaltning0$00.00%−52,000−100.0%Sold out
Rheos Capital Works Inc.0$00.00%−35,200−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−28,595−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−13,979−100.0%Sold out
Quadrature Capital Ltd0$00.00%−12,061−100.0%Sold out
Summit Global Investments0$00.00%−8,579−100.0%Sold out
Advisors Preferred, LLC0$00.00%−8,341−100.0%Sold out
Jump Financial, LLC0$00.00%−7,789−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−6,445−100.0%Sold out
WBI Investments0$00.00%−4,580−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−4,410−100.0%Sold out
Ergoteles LLC0$00.00%−4,079−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−2,800−100.0%Sold out
Centiva Capital, LP0$00.00%−2,386−100.0%Sold out
Bank of Nova Scotia0$00.00%−1,920−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,525−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−1,500−100.0%Sold out
Wealth Advisory Solutions, LLC0$00.00%−1,483−100.0%Sold out
PRW Wealth Management LLC0$00.00%−1,410−100.0%Sold out
Penserra Capital Management LLC0$00.00%−711−100.0%Sold out
Advisory Services Network, LLC0$00.00%−152−100.0%Sold out