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