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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, 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.

Institutional holdersQ3 2023: 400 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 heldQ3 2023: $5.97B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2023.

Institutions holding FIX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.2$00.00%00.0%Unchanged
Crewe Advisors LLC1$1710.00%+1New
Tfo-TDC, LLC2$3280.00%00.0%Unchanged
Horizon Investments, LLC2$3410.00%00.0%Unchanged
Hexagon Capital Partners LLC2$3410.00%00.0%Unchanged
Abound Wealth Management4$6820.00%00.0%Unchanged
Versant Capital Management, Inc6$1.02K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC8$1.36K0.00%+8New
Allworth Financial LP11$1.88K0.00%−21−65.6%Reduced
Meeder Asset Management Inc11$1.88K0.00%00.0%Unchanged
Clearstead Advisors, LLC11$1.88K0.00%+11New
Cornerstone Planning Group LLC12$2.04K0.00%00.0%Unchanged
Sunbelt Securities, Inc.13$2.21K0.00%+13New
USA Financial Portformulas Corp14$2.39K0.00%−5−26.3%Reduced
SJS Investment Consulting Inc.15$2.56K0.00%+2+15.4%Added
Milestone Investment Advisors LLC16$2.73K0.00%+16New
Manchester Capital Management LLC17$2.90K0.00%00.0%Unchanged
RFP Financial Group LLC19$3.24K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$3.41K0.00%+20New
NBC Securities, Inc.28$4.00K0.00%+28New
FinTrust Capital Advisors, LLC24$4.09K0.00%+24New
Farmers & Merchants Investments Inc25$4.26K0.00%−3−10.7%Reduced
Bell Investment Advisors, Inc25$4.26K0.00%00.0%Unchanged
IFP Advisors, Inc26$4.43K0.00%−82−75.9%Reduced
Lindbrook Capital, LLC27$4.60K0.00%+1+3.8%Added
Foster Dykema Cabot & Co Inc27$5.00K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.30$5.11K0.00%+5+20.0%Added
Bokf, NA29$5.27K0.00%+29New
Davidson Capital Management Inc.31$5.28K0.00%+31New
JFS Wealth Advisors, LLC33$5.62K0.00%00.0%Unchanged
LGT Financial Advisors LLC36$6.13K0.01%+36New
Colonial Trust Co34$6.39K0.00%−3−8.1%Reduced
Hanseatic Management Services Inc42$7.16K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC43$7.33K0.00%−7−14.0%Reduced
Private Trust Co NA46$7.84K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP46$7.84K0.00%+41+820.0%Added
Parallel Advisors, LLC46$7.86K0.00%+41+820.0%Added
Quarry LP48$8.18K0.01%−25−34.2%Reduced
Front Row Advisors LLC49$8.35K0.00%−5−9.3%Reduced
Steward Financial Group LLC54$9.00K0.00%+54New
GoalVest Advisory LLC62$10.6K0.01%+3+5.1%Added
Huntington National Bank62$10.6K0.00%−35−36.1%Reduced
Atlantic Trust, LLC72$12.3K0.00%+72New
Solstein Capital, LLC84$14.3K0.01%00.0%Unchanged
NVWM, LLC90$15.3K0.01%+90New
Riggs Asset Managment Co. Inc.102$17.3K0.01%+1+1.0%Added
Kelly Financial Services LLC116$19.8K0.01%00.0%Unchanged
Massmutual Trust Co FSB128$21.8K0.00%+1+0.8%Added
Lee Financial Co141$24.0K0.00%−15−9.6%Reduced
Brown Brothers Harriman & Co141$24.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.145$24.7K0.01%00.0%Unchanged
Global Retirement Partners, LLC156$26.0K0.00%+1+0.6%Added
CWM, LLC190$32.0K0.00%−4−2.1%Reduced
Coston, McIsaac & Partners232$39.0K0.01%00.0%Unchanged
Simplex Trading, LLC244$41.0K0.00%−9−3.6%Reduced
Assetmark, Inc243$41.4K0.00%−39−13.8%Reduced
AdvisorNet Financial, Inc251$42.8K0.00%+241+2,410.0%Added
Signaturefd, LLC321$54.7K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC349$59.5K0.03%+349New
Proequities, Inc.387$65.9K0.01%−21−5.1%Reduced
First Horizon Advisors, Inc.387$65.9K0.00%+53+15.9%Added
Ronald Blue Trust, Inc.491$81.0K0.00%+410+506.2%Added
Covestor Ltd493$84.0K0.06%−224−31.2%Reduced
Parkside Financial Bank & Trust500$85.2K0.02%−14−2.7%Reduced
Steward Partners Investment Advisory, LLC536$91.3K0.00%00.0%Unchanged
Archer Investment Corp550$93.7K0.03%00.0%Unchanged
TD Private Client Wealth LLC553$94.2K0.00%00.0%Unchanged
Virtus Fund Advisers, LLC644$109.7K0.78%+120+22.9%Added
Skandinaviska Enskilda Banken AB (publ)700$119.0K0.00%+700New
KBC Group NV786$134.0K0.00%−1,905−70.8%Reduced
Impact Partnership Wealth, LLC994$169.4K0.05%−267−21.2%Reduced
Quadrant Capital Group LLC1,064$181.3K0.02%+221+26.2%Added
Centiva Capital, LP1,176$200.4K0.01%+1,176New
Wealth Advisory Solutions, LLC1,186$202.1K0.04%+1,186New
Key Bridge Compliance, LLC1,186$202.1K0.06%+1,186New
Cipher Capital LP1,210$206.2K0.15%+1,210New
Veriti Management LLC1,211$206.4K0.02%+1,211New
Glenview Trust Co1,213$206.7K0.01%+1,213New
Canandaigua National Bank & Trust Co1,219$207.7K0.03%−90−6.9%Reduced
Coldstream Capital Management Inc1,227$209.1K0.01%−73−5.6%Reduced
FirstPurpose Wealth LLC1,233$210.1K0.09%+1,233New
Commonwealth Equity Services, LLC1,315$224.0K0.00%−38−2.8%Reduced
Dakota Wealth Management1,342$228.7K0.01%−134−9.1%Reduced
Cetera Advisor Networks LLC1,356$231.1K0.00%+1,356New
Mount Yale Investment Advisors, LLC1,363$232.3K0.03%−339−19.9%Reduced
Baker Tilly Wealth Management, LLC1,367$232.9K0.04%−33−2.4%Reduced
Cresset Asset Management, LLC1,379$235.0K0.00%+1,379New
Sound View Wealth Advisors Group, LLC1,434$244.4K0.03%+75+5.5%Added
Point72 Asset Management, L.P.1,449$246.9K0.00%+1,238+586.7%Added
JustInvest LLC1,463$249.2K0.01%+101+7.4%Added
AXS Investments LLC1,500$255.6K0.07%−5,200−77.6%Reduced
Sanders Morris Harris LLC1,500$255.6K0.05%00.0%Unchanged
First Hawaiian Bank1,509$257.1K0.01%−9−0.6%Reduced
Seven Eight Capital, LP1,548$263.8K0.03%+1,548New
Kaizen Financial Strategies1,550$264.1K0.22%00.0%Unchanged
Raymond James Trust N.A.1,564$266.5K0.01%−47−2.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,600$272.7K0.00%+1,600New
Apollon Wealth Management, LLC1,607$273.8K0.01%+108+7.2%Added
Intrust Bank NA1,621$276.2K0.04%00.0%Unchanged
Inceptionr LLC1,628$277.4K0.16%+1,628New