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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,669 | $284.0K | 0.07% | +542+48.1% | Added |
| Guidance Capital, Inc | 1,763 | $291.5K | 0.13% | +88+5.3% | Added |
| AE Wealth Management LLC | 1,714 | $292.1K | 0.00% | +311+22.2% | Added |
| Sequoia Financial Advisors, LLC | 1,732 | $295.2K | 0.01% | +49+2.9% | Added |
| 9258 Wealth Management, LLC | 1,740 | $296.5K | 0.06% | −15−0.9% | Reduced |
| Shelton Capital Management | 1,747 | $297.7K | 0.01% | −201−10.3% | Reduced |
| Mirabella Financial Services LLP | 1,774 | $302.3K | 0.04% | +1,774 | New |
| Alps Advisors Inc | 1,790 | $305.0K | 0.00% | −464−20.6% | Reduced |
| CWM Advisors, LLC | 1,799 | $306.6K | 0.04% | −104−5.5% | Reduced |
| SkyOak Wealth, LLC | 1,806 | $307.8K | 0.09% | −168−8.5% | Reduced |
| Proficio Capital Partners LLC | 1,807 | $307.9K | 0.04% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,813 | $309.0K | 0.20% | −45−2.4% | Reduced |
| Baird Financial Group, Inc. | 1,851 | $315.4K | 0.00% | +539+41.1% | Added |
| ExodusPoint Capital Management, LP | 1,884 | $321.0K | 0.00% | −17,658−90.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,887 | $321.6K | 0.07% | +244+14.9% | Added |
| Guggenheim Capital LLC | 1,937 | $330.1K | 0.00% | +194+11.1% | Added |
| Janney Montgomery Scott LLC | 1,951 | $332.0K | 0.00% | −64−3.2% | Reduced |
| GWM Advisors LLC | 1,953 | $332.8K | 0.00% | −6,115−75.8% | Reduced |
| Scotia Capital Inc. | 1,969 | $335.5K | 0.00% | +244+14.1% | Added |
| Profund Advisors LLC | 2,008 | $342.2K | 0.02% | −99−4.7% | Reduced |
| Evergreen Capital Management LLC | 2,068 | $352.4K | 0.02% | +3+0.1% | Added |
| Metropolitan Life Insurance Co | 2,074 | $353.4K | 0.02% | +130+6.7% | Added |
| Xponance, Inc. | 2,084 | $355.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,115 | $360.4K | 0.00% | −500−19.1% | Reduced |
| Fifth Third Bancorp | 2,132 | $363.3K | 0.00% | −150−6.6% | Reduced |
| Portside Wealth Group, LLC | 2,157 | $368.0K | 0.07% | +74+3.6% | Added |
| Navellier & Associates Inc | 2,180 | $371.5K | 0.06% | +2,180 | New |
| BTC Capital Management, Inc. | 2,193 | $373.7K | 0.04% | −266−10.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,242 | $382.0K | 0.07% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,702 | $394.4K | 0.36% | −89−3.2% | Reduced |
| Umb Bank N A | 2,321 | $395.5K | 0.01% | −253−9.8% | Reduced |
| Aigen Investment Management, LP | 2,353 | $401.0K | 0.08% | +2,353 | New |
| Captrust Financial Advisors | 2,404 | $409.7K | 0.00% | −10.0% | Reduced |
| New York Life Investment Management LLC | 2,435 | $414.9K | 0.00% | −391−13.8% | Reduced |
| Cim, LLC | 2,439 | $415.6K | 0.08% | −496−16.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,441 | $416.0K | 0.00% | +41+1.7% | Added |
| State of Wyoming | 2,466 | $420.2K | 0.09% | +4+0.2% | Added |
| DFPG Investments, LLC | 2,300 | $426.0K | 0.04% | +2,300 | New |
| Vestcor Inc | 2,574 | $439.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,590 | $441.4K | 0.04% | −16,271−86.3% | Reduced |
| Sawgrass Asset Management LLC | 2,634 | $448.9K | 0.05% | −337−11.3% | Reduced |
| Lloyd Advisory Services, LLC. | 2,721 | $463.7K | 0.15% | +2,721 | New |
| Norden Group LLC | 2,721 | $463.7K | 0.15% | +2,721 | New |
| Crossmark Global Holdings, Inc. | 2,784 | $470.0K | 0.01% | −114−3.9% | Reduced |
| Diametric Capital, LP | 3,010 | $512.9K | 0.21% | +3,010 | New |
| Acadian Asset Management LLC | 3,072 | $523.0K | 0.00% | −31,351−91.1% | Reduced |
| Regions Financial Corp | 3,081 | $525.0K | 0.00% | −150−4.6% | Reduced |
| Cantor Fitzgerald, L. P. | 3,113 | $530.5K | 0.01% | −449−12.6% | Reduced |
| Aviva PLC | 3,322 | $566.1K | 0.00% | −5,778−63.5% | Reduced |
| Advisor Partners II, LLC | 3,334 | $568.1K | 0.02% | +1,414+73.6% | Added |
| Mackenzie Financial Corp | 3,480 | $575.5K | 0.00% | 00.0% | Unchanged |
| Strid Group, LLC | 3,377 | $575.5K | 0.12% | −945−21.9% | Reduced |
| Engineers Gate Manager LP | 3,386 | $577.0K | 0.02% | +1,919+130.8% | Added |
| Calamos Advisors LLC | 3,386 | $577.0K | 0.00% | +3,386 | New |
| Ifrah Financial Services, Inc. | 3,413 | $581.6K | 0.18% | −49−1.4% | Reduced |
| Nebula Research & Development LLC | 3,413 | $581.6K | 0.31% | +3,413 | New |
| Tower Research Capital LLC (TRC) | 3,436 | $585.5K | 0.02% | +446+14.9% | Added |
| Glenmede Trust Co NA | 3,466 | $590.6K | 0.00% | −4,405−56.0% | Reduced |
| Level Four Advisory Services, LLC | 3,544 | $603.9K | 0.04% | −880−19.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,551 | $605.1K | 0.02% | +626+21.4% | Added |
| Quantinno Capital Management LP | 3,611 | $615.0K | 0.03% | −289−7.4% | Reduced |
| Kestra Private Wealth Services, LLC | 3,613 | $615.7K | 0.02% | +472+15.0% | Added |
| Cornerstone Investment Partners, LLC | 3,657 | $623.2K | 0.04% | +2+0.1% | Added |
| Virtus Investment Advisers, Inc. | 3,773 | $643.0K | 0.44% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,874 | $660.3K | 0.03% | +947+32.4% | Added |
| Cetera Investment Advisers | 3,942 | $671.7K | 0.01% | +460+13.2% | Added |
| Algert Global LLC | 4,003 | $682.2K | 0.03% | −13,470−77.1% | Reduced |
| Optimum Investment Advisors | 4,019 | $684.9K | 0.35% | +629+18.6% | Added |
| State of Wisconsin Investment Board | 4,038 | $688.1K | 0.00% | −2,086−34.1% | Reduced |
| Versor Investments LP | 4,147 | $706.7K | 0.14% | +698+20.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,180 | $712.0K | 0.07% | −12,103−74.3% | Reduced |
| Amundi | 4,488 | $712.9K | 0.00% | −59−1.3% | Reduced |
| Pictet Asset Management Holding SA | 4,280 | $729.4K | 0.00% | +4,280 | New |
| Private Advisory Group LLC | 4,316 | $735.5K | 0.15% | −128−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,569 | $778.6K | 0.29% | +39+0.9% | Added |
| XTX Topco Ltd | 4,792 | $816.6K | 0.14% | +1,915+66.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,890 | $833.0K | 0.00% | +53+1.1% | Added |
| Toroso Investments, LLC | 5,033 | $857.7K | 0.03% | +311+6.6% | Added |
| D. E. Shaw & Co., Inc. | 5,228 | $890.9K | 0.00% | −5,307−50.4% | Reduced |
| First National Bank of Omaha | 5,230 | $891.2K | 0.06% | −251−4.6% | Reduced |
| Everence Capital Management Inc | 5,320 | $907.0K | 0.07% | −600−10.1% | Reduced |
| Azzad Asset Management Inc | 5,419 | $923.4K | 0.13% | +106+2.0% | Added |
| Park Avenue Securities LLC | 5,459 | $930.0K | 0.01% | +5,459 | New |
| Envestnet Portfolio Solutions, Inc. | 5,540 | $944.1K | 0.00% | +5,540 | New |
| Diversified Trust Co | 5,575 | $950.0K | 0.04% | +109+2.0% | Added |
| Mariner, LLC | 5,586 | $952.0K | 0.00% | −406−6.8% | Reduced |
| Ritholtz Wealth Management | 5,680 | $968.0K | 0.04% | +1,240+27.9% | Added |
| Pathstone Family Office, LLC | 5,681 | $968.1K | 0.01% | +946+20.0% | Added |
| Pitcairn Co | 5,856 | $997.9K | 0.08% | +118+2.1% | Added |
| Jackson Creek Investment Advisors LLC | 5,970 | $1.02M | 0.43% | −5−0.1% | Reduced |
| Handelsbanken Fonder AB | 6,237 | $1.06M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,270 | $1.07M | 0.01% | −717−10.3% | Reduced |
| Greenwood Capital Associates LLC | 6,966 | $1.19M | 0.17% | −944−11.9% | Reduced |
| Johnson Investment Counsel Inc | 7,005 | $1.19M | 0.02% | −2,199−23.9% | Reduced |
| Bridgewater Associates, LP | 7,222 | $1.23M | 0.01% | +7,222 | New |
| Federation des caisses Desjardins du Quebec | 7,257 | $1.24M | 0.01% | +7,211+15,676.1% | Added |
| Nations Financial Group Inc, | 7,265 | $1.24M | 0.12% | +7,265 | New |
| Horizon Investment Services, LLC | 7,314 | $1.25M | 0.75% | +5,988+451.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,421 | $1.26M | 0.01% | +1,175+18.8% | Added |
| Van Eck Associates Corp | 7,570 | $1.29M | 0.00% | +2,269+42.8% | Added |