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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.

Q3 2023 vs. Q2 2023

How the institutions holding Comfort Systems USA Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of FIX: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3783400+25
Shares34.4M23.3K35.0M+533.3K (+1.5%)
Value$5.62B$3.82M$5.97B+$345.5M (+6.1%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Comfort Systems USA Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to FIX in Q3 2023
InstitutionSharesValue% of portfolio
Baillie Gifford & Co1,187,920$202.4M0.18%
Redwood Investments, LLC80,985$13.8M1.87%
Mitsubishi UFJ Trust & Banking Corp68,830$11.7M0.03%
Illinois Municipal Retirement Fund20,139$3.43M0.06%
Dorchester Wealth Management Co18,849$3.21M0.65%
CIBC World Markets Inc.18,310$3.12M0.01%
LRT Capital Management, LLC15,892$2.71M1.88%
Munro Partners12,310$2.10M0.11%
Qube Research & Technologies Ltd10,485$1.79M0.01%
Nations Financial Group Inc,7,265$1.24M0.12%
Bridgewater Associates, LP7,222$1.23M0.01%
Envestnet Portfolio Solutions, Inc.5,540$944.1K0.00%
Park Avenue Securities LLC5,459$930.0K0.01%
Pictet Asset Management Holding SA4,280$729.4K0.00%
Nebula Research & Development LLC3,413$581.6K0.31%
Calamos Advisors LLC3,386$577.0K0.00%
Diametric Capital, LP3,010$512.9K0.21%
Lloyd Advisory Services, LLC.2,721$463.7K0.15%
Norden Group LLC2,721$463.7K0.15%
DFPG Investments, LLC2,300$426.0K0.04%
Aigen Investment Management, LP2,353$401.0K0.08%
Navellier & Associates Inc2,180$371.5K0.06%
Mirabella Financial Services LLP1,774$302.3K0.04%
Inceptionr LLC1,628$277.4K0.16%
Healthcare of Ontario Pension Plan Trust Fund1,600$272.7K0.00%
Seven Eight Capital, LP1,548$263.8K0.03%
Cresset Asset Management, LLC1,379$235.0K0.00%
Cetera Advisor Networks LLC1,356$231.1K0.00%
FirstPurpose Wealth LLC1,233$210.1K0.09%
Glenview Trust Co1,213$206.7K0.01%
Veriti Management LLC1,211$206.4K0.02%
Cipher Capital LP1,210$206.2K0.15%
Wealth Advisory Solutions, LLC1,186$202.1K0.04%
Key Bridge Compliance, LLC1,186$202.1K0.06%
Centiva Capital, LP1,176$200.4K0.01%
Skandinaviska Enskilda Banken AB (publ)700$119.0K0.00%
VisionPoint Advisory Group, LLC349$59.5K0.03%
NVWM, LLC90$15.3K0.01%
Atlantic Trust, LLC72$12.3K0.00%
Steward Financial Group LLC54$9.00K0.00%
LGT Financial Advisors LLC36$6.13K0.01%
Davidson Capital Management Inc.31$5.28K0.00%
Bokf, NA29$5.27K0.00%
FinTrust Capital Advisors, LLC24$4.09K0.00%
NBC Securities, Inc.28$4.00K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$3.41K0.00%
Milestone Investment Advisors LLC16$2.73K0.00%
Sunbelt Securities, Inc.13$2.21K0.00%
Clearstead Advisors, LLC11$1.88K0.00%
Provenance Wealth Advisors, LLC8$1.36K0.00%
Crewe Advisors LLC1$1710.00%

Sold out (26)

Institutions that held Comfort Systems USA Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (3)

Institutions that held Comfort Systems USA Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIX in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
EA Series Trust18,980$3.12M
Pictet Asset Management SA4,280$702.8K
First Capital Advisors Group, LLC.21$3.45K