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, Q3 2023
Institutional positions in Comfort Systems USA Inc as of Sep 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
- 400
- +25 vs. Q2 2023
- Shares held
- 35.0M
- +533.3K (+1.5%) vs. Q2 2023
- Total value
- $5.97B
- +$345.5M (+6.1%) vs. Q2 2023
- New holders
- 51
- 132 more added
- Sold out
- 26
- 171 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $171 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $682 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $1.36K | 0.00% | +8 | New |
| Allworth Financial LP | 11 | $1.88K | 0.00% | −21−65.6% | Reduced |
| Meeder Asset Management Inc | 11 | $1.88K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $1.88K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $2.21K | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 14 | $2.39K | 0.00% | −5−26.3% | Reduced |
| SJS Investment Consulting Inc. | 15 | $2.56K | 0.00% | +2+15.4% | Added |
| Milestone Investment Advisors LLC | 16 | $2.73K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 17 | $2.90K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.41K | 0.00% | +20 | New |
| NBC Securities, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| FinTrust Capital Advisors, LLC | 24 | $4.09K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $4.26K | 0.00% | −3−10.7% | Reduced |
| Bell Investment Advisors, Inc | 25 | $4.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $4.43K | 0.00% | −82−75.9% | Reduced |
| Lindbrook Capital, LLC | 27 | $4.60K | 0.00% | +1+3.8% | Added |
| Foster Dykema Cabot & Co Inc | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $5.11K | 0.00% | +5+20.0% | Added |
| Bokf, NA | 29 | $5.27K | 0.00% | +29 | New |
| Davidson Capital Management Inc. | 31 | $5.28K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $5.62K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 36 | $6.13K | 0.01% | +36 | New |
| Colonial Trust Co | 34 | $6.39K | 0.00% | −3−8.1% | Reduced |
| Hanseatic Management Services Inc | 42 | $7.16K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 43 | $7.33K | 0.00% | −7−14.0% | Reduced |
| Private Trust Co NA | 46 | $7.84K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46 | $7.84K | 0.00% | +41+820.0% | Added |
| Parallel Advisors, LLC | 46 | $7.86K | 0.00% | +41+820.0% | Added |
| Quarry LP | 48 | $8.18K | 0.01% | −25−34.2% | Reduced |
| Front Row Advisors LLC | 49 | $8.35K | 0.00% | −5−9.3% | Reduced |
| Steward Financial Group LLC | 54 | $9.00K | 0.00% | +54 | New |
| GoalVest Advisory LLC | 62 | $10.6K | 0.01% | +3+5.1% | Added |
| Huntington National Bank | 62 | $10.6K | 0.00% | −35−36.1% | Reduced |
| Atlantic Trust, LLC | 72 | $12.3K | 0.00% | +72 | New |
| Solstein Capital, LLC | 84 | $14.3K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 90 | $15.3K | 0.01% | +90 | New |
| Riggs Asset Managment Co. Inc. | 102 | $17.3K | 0.01% | +1+1.0% | Added |
| Kelly Financial Services LLC | 116 | $19.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $21.8K | 0.00% | +1+0.8% | Added |
| Lee Financial Co | 141 | $24.0K | 0.00% | −15−9.6% | Reduced |
| Brown Brothers Harriman & Co | 141 | $24.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 145 | $24.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 156 | $26.0K | 0.00% | +1+0.6% | Added |
| CWM, LLC | 190 | $32.0K | 0.00% | −4−2.1% | Reduced |
| Coston, McIsaac & Partners | 232 | $39.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 244 | $41.0K | 0.00% | −9−3.6% | Reduced |
| Assetmark, Inc | 243 | $41.4K | 0.00% | −39−13.8% | Reduced |
| AdvisorNet Financial, Inc | 251 | $42.8K | 0.00% | +241+2,410.0% | Added |
| Signaturefd, LLC | 321 | $54.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 349 | $59.5K | 0.03% | +349 | New |
| Proequities, Inc. | 387 | $65.9K | 0.01% | −21−5.1% | Reduced |
| First Horizon Advisors, Inc. | 387 | $65.9K | 0.00% | +53+15.9% | Added |
| Ronald Blue Trust, Inc. | 491 | $81.0K | 0.00% | +410+506.2% | Added |
| Covestor Ltd | 493 | $84.0K | 0.06% | −224−31.2% | Reduced |
| Parkside Financial Bank & Trust | 500 | $85.2K | 0.02% | −14−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 536 | $91.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 550 | $93.7K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 553 | $94.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 644 | $109.7K | 0.78% | +120+22.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 700 | $119.0K | 0.00% | +700 | New |
| KBC Group NV | 786 | $134.0K | 0.00% | −1,905−70.8% | Reduced |
| Impact Partnership Wealth, LLC | 994 | $169.4K | 0.05% | −267−21.2% | Reduced |
| Quadrant Capital Group LLC | 1,064 | $181.3K | 0.02% | +221+26.2% | Added |
| Centiva Capital, LP | 1,176 | $200.4K | 0.01% | +1,176 | New |
| Wealth Advisory Solutions, LLC | 1,186 | $202.1K | 0.04% | +1,186 | New |
| Key Bridge Compliance, LLC | 1,186 | $202.1K | 0.06% | +1,186 | New |
| Cipher Capital LP | 1,210 | $206.2K | 0.15% | +1,210 | New |
| Veriti Management LLC | 1,211 | $206.4K | 0.02% | +1,211 | New |
| Glenview Trust Co | 1,213 | $206.7K | 0.01% | +1,213 | New |
| Canandaigua National Bank & Trust Co | 1,219 | $207.7K | 0.03% | −90−6.9% | Reduced |
| Coldstream Capital Management Inc | 1,227 | $209.1K | 0.01% | −73−5.6% | Reduced |
| FirstPurpose Wealth LLC | 1,233 | $210.1K | 0.09% | +1,233 | New |
| Commonwealth Equity Services, LLC | 1,315 | $224.0K | 0.00% | −38−2.8% | Reduced |
| Dakota Wealth Management | 1,342 | $228.7K | 0.01% | −134−9.1% | Reduced |
| Cetera Advisor Networks LLC | 1,356 | $231.1K | 0.00% | +1,356 | New |
| Mount Yale Investment Advisors, LLC | 1,363 | $232.3K | 0.03% | −339−19.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,367 | $232.9K | 0.04% | −33−2.4% | Reduced |
| Cresset Asset Management, LLC | 1,379 | $235.0K | 0.00% | +1,379 | New |
| Sound View Wealth Advisors Group, LLC | 1,434 | $244.4K | 0.03% | +75+5.5% | Added |
| Point72 Asset Management, L.P. | 1,449 | $246.9K | 0.00% | +1,238+586.7% | Added |
| JustInvest LLC | 1,463 | $249.2K | 0.01% | +101+7.4% | Added |
| AXS Investments LLC | 1,500 | $255.6K | 0.07% | −5,200−77.6% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $255.6K | 0.05% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,509 | $257.1K | 0.01% | −9−0.6% | Reduced |
| Seven Eight Capital, LP | 1,548 | $263.8K | 0.03% | +1,548 | New |
| Kaizen Financial Strategies | 1,550 | $264.1K | 0.22% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,564 | $266.5K | 0.01% | −47−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,600 | $272.7K | 0.00% | +1,600 | New |
| Apollon Wealth Management, LLC | 1,607 | $273.8K | 0.01% | +108+7.2% | Added |
| Intrust Bank NA | 1,621 | $276.2K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 1,628 | $277.4K | 0.16% | +1,628 | New |