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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
Benjamin Edwards Inc1,669$284.0K0.07%+542+48.1%Added
Guidance Capital, Inc1,763$291.5K0.13%+88+5.3%Added
AE Wealth Management LLC1,714$292.1K0.00%+311+22.2%Added
Sequoia Financial Advisors, LLC1,732$295.2K0.01%+49+2.9%Added
9258 Wealth Management, LLC1,740$296.5K0.06%−15−0.9%Reduced
Shelton Capital Management1,747$297.7K0.01%−201−10.3%Reduced
Mirabella Financial Services LLP1,774$302.3K0.04%+1,774New
Alps Advisors Inc1,790$305.0K0.00%−464−20.6%Reduced
CWM Advisors, LLC1,799$306.6K0.04%−104−5.5%Reduced
SkyOak Wealth, LLC1,806$307.8K0.09%−168−8.5%Reduced
Proficio Capital Partners LLC1,807$307.9K0.04%00.0%Unchanged
HMS Capital Management, LLC1,813$309.0K0.20%−45−2.4%Reduced
Baird Financial Group, Inc.1,851$315.4K0.00%+539+41.1%Added
ExodusPoint Capital Management, LP1,884$321.0K0.00%−17,658−90.4%Reduced
Linden Thomas Advisory Services, LLC1,887$321.6K0.07%+244+14.9%Added
Guggenheim Capital LLC1,937$330.1K0.00%+194+11.1%Added
Janney Montgomery Scott LLC1,951$332.0K0.00%−64−3.2%Reduced
GWM Advisors LLC1,953$332.8K0.00%−6,115−75.8%Reduced
Scotia Capital Inc.1,969$335.5K0.00%+244+14.1%Added
Profund Advisors LLC2,008$342.2K0.02%−99−4.7%Reduced
Evergreen Capital Management LLC2,068$352.4K0.02%+3+0.1%Added
Metropolitan Life Insurance Co2,074$353.4K0.02%+130+6.7%Added
Xponance, Inc.2,084$355.1K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.2,115$360.4K0.00%−500−19.1%Reduced
Fifth Third Bancorp2,132$363.3K0.00%−150−6.6%Reduced
Portside Wealth Group, LLC2,157$368.0K0.07%+74+3.6%Added
Navellier & Associates Inc2,180$371.5K0.06%+2,180New
BTC Capital Management, Inc.2,193$373.7K0.04%−266−10.8%Reduced
Harvest Fund Management Co., Ltd2,242$382.0K0.07%00.0%Unchanged
KLR Investment Advisors, LLC2,702$394.4K0.36%−89−3.2%Reduced
Umb Bank N A2,321$395.5K0.01%−253−9.8%Reduced
Aigen Investment Management, LP2,353$401.0K0.08%+2,353New
Captrust Financial Advisors2,404$409.7K0.00%−10.0%Reduced
New York Life Investment Management LLC2,435$414.9K0.00%−391−13.8%Reduced
Cim, LLC2,439$415.6K0.08%−496−16.9%Reduced
Northwestern Mutual Wealth Management Co2,441$416.0K0.00%+41+1.7%Added
State of Wyoming2,466$420.2K0.09%+4+0.2%Added
DFPG Investments, LLC2,300$426.0K0.04%+2,300New
Vestcor Inc2,574$439.0K0.02%00.0%Unchanged
Edgestream Partners, L.P.2,590$441.4K0.04%−16,271−86.3%Reduced
Sawgrass Asset Management LLC2,634$448.9K0.05%−337−11.3%Reduced
Lloyd Advisory Services, LLC.2,721$463.7K0.15%+2,721New
Norden Group LLC2,721$463.7K0.15%+2,721New
Crossmark Global Holdings, Inc.2,784$470.0K0.01%−114−3.9%Reduced
Diametric Capital, LP3,010$512.9K0.21%+3,010New
Acadian Asset Management LLC3,072$523.0K0.00%−31,351−91.1%Reduced
Regions Financial Corp3,081$525.0K0.00%−150−4.6%Reduced
Cantor Fitzgerald, L. P.3,113$530.5K0.01%−449−12.6%Reduced
Aviva PLC3,322$566.1K0.00%−5,778−63.5%Reduced
Advisor Partners II, LLC3,334$568.1K0.02%+1,414+73.6%Added
Mackenzie Financial Corp3,480$575.5K0.00%00.0%Unchanged
Strid Group, LLC3,377$575.5K0.12%−945−21.9%Reduced
Engineers Gate Manager LP3,386$577.0K0.02%+1,919+130.8%Added
Calamos Advisors LLC3,386$577.0K0.00%+3,386New
Ifrah Financial Services, Inc.3,413$581.6K0.18%−49−1.4%Reduced
Nebula Research & Development LLC3,413$581.6K0.31%+3,413New
Tower Research Capital LLC (TRC)3,436$585.5K0.02%+446+14.9%Added
Glenmede Trust Co NA3,466$590.6K0.00%−4,405−56.0%Reduced
Level Four Advisory Services, LLC3,544$603.9K0.04%−880−19.9%Reduced
Ameritas Investment Partners, Inc.3,551$605.1K0.02%+626+21.4%Added
Quantinno Capital Management LP3,611$615.0K0.03%−289−7.4%Reduced
Kestra Private Wealth Services, LLC3,613$615.7K0.02%+472+15.0%Added
Cornerstone Investment Partners, LLC3,657$623.2K0.04%+2+0.1%Added
Virtus Investment Advisers, Inc.3,773$643.0K0.44%00.0%Unchanged
Prospera Financial Services Inc3,874$660.3K0.03%+947+32.4%Added
Cetera Investment Advisers3,942$671.7K0.01%+460+13.2%Added
Algert Global LLC4,003$682.2K0.03%−13,470−77.1%Reduced
Optimum Investment Advisors4,019$684.9K0.35%+629+18.6%Added
State of Wisconsin Investment Board4,038$688.1K0.00%−2,086−34.1%Reduced
Versor Investments LP4,147$706.7K0.14%+698+20.2%Added
Dynamic Technology Lab Private Ltd4,180$712.0K0.07%−12,103−74.3%Reduced
Amundi4,488$712.9K0.00%−59−1.3%Reduced
Pictet Asset Management Holding SA4,280$729.4K0.00%+4,280New
Private Advisory Group LLC4,316$735.5K0.15%−128−2.9%Reduced
Alliance Wealth Advisors, LLC4,569$778.6K0.29%+39+0.9%Added
XTX Topco Ltd4,792$816.6K0.14%+1,915+66.6%Added
Cambridge Investment Research Advisors, Inc.4,890$833.0K0.00%+53+1.1%Added
Toroso Investments, LLC5,033$857.7K0.03%+311+6.6%Added
D. E. Shaw & Co., Inc.5,228$890.9K0.00%−5,307−50.4%Reduced
First National Bank of Omaha5,230$891.2K0.06%−251−4.6%Reduced
Everence Capital Management Inc5,320$907.0K0.07%−600−10.1%Reduced
Azzad Asset Management Inc5,419$923.4K0.13%+106+2.0%Added
Park Avenue Securities LLC5,459$930.0K0.01%+5,459New
Envestnet Portfolio Solutions, Inc.5,540$944.1K0.00%+5,540New
Diversified Trust Co5,575$950.0K0.04%+109+2.0%Added
Mariner, LLC5,586$952.0K0.00%−406−6.8%Reduced
Ritholtz Wealth Management5,680$968.0K0.04%+1,240+27.9%Added
Pathstone Family Office, LLC5,681$968.1K0.01%+946+20.0%Added
Pitcairn Co5,856$997.9K0.08%+118+2.1%Added
Jackson Creek Investment Advisors LLC5,970$1.02M0.43%−5−0.1%Reduced
Handelsbanken Fonder AB6,237$1.06M0.01%00.0%Unchanged
Mutual of America Capital Management LLC6,270$1.07M0.01%−717−10.3%Reduced
Greenwood Capital Associates LLC6,966$1.19M0.17%−944−11.9%Reduced
Johnson Investment Counsel Inc7,005$1.19M0.02%−2,199−23.9%Reduced
Bridgewater Associates, LP7,222$1.23M0.01%+7,222New
Federation des caisses Desjardins du Quebec7,257$1.24M0.01%+7,211+15,676.1%Added
Nations Financial Group Inc,7,265$1.24M0.12%+7,265New
Horizon Investment Services, LLC7,314$1.25M0.75%+5,988+451.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,421$1.26M0.01%+1,175+18.8%Added
Van Eck Associates Corp7,570$1.29M0.00%+2,269+42.8%Added