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 |
|---|---|---|---|---|---|
| Robeco Schweiz AG | 0 | $0 | 0.00% | −138,700−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −103,417−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −42,953−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,077−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,562−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −8,706−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,538−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |