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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 1,628 | $277.4K | 0.16% | +1,628 | New |
| Intrust Bank NA | 1,621 | $276.2K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,607 | $273.8K | 0.01% | +108+7.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,600 | $272.7K | 0.00% | +1,600 | New |
| Raymond James Trust N.A. | 1,564 | $266.5K | 0.01% | −47−2.9% | Reduced |
| Kaizen Financial Strategies | 1,550 | $264.1K | 0.22% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,548 | $263.8K | 0.03% | +1,548 | New |
| First Hawaiian Bank | 1,509 | $257.1K | 0.01% | −9−0.6% | Reduced |
| AXS Investments LLC | 1,500 | $255.6K | 0.07% | −5,200−77.6% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $255.6K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 1,463 | $249.2K | 0.01% | +101+7.4% | Added |
| Point72 Asset Management, L.P. | 1,449 | $246.9K | 0.00% | +1,238+586.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,434 | $244.4K | 0.03% | +75+5.5% | Added |
| Cresset Asset Management, LLC | 1,379 | $235.0K | 0.00% | +1,379 | New |
| Baker Tilly Wealth Management, LLC | 1,367 | $232.9K | 0.04% | −33−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,363 | $232.3K | 0.03% | −339−19.9% | Reduced |
| Cetera Advisor Networks LLC | 1,356 | $231.1K | 0.00% | +1,356 | New |
| Dakota Wealth Management | 1,342 | $228.7K | 0.01% | −134−9.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,315 | $224.0K | 0.00% | −38−2.8% | Reduced |
| FirstPurpose Wealth LLC | 1,233 | $210.1K | 0.09% | +1,233 | New |
| Coldstream Capital Management Inc | 1,227 | $209.1K | 0.01% | −73−5.6% | Reduced |
| Canandaigua National Bank & Trust Co | 1,219 | $207.7K | 0.03% | −90−6.9% | Reduced |
| Glenview Trust Co | 1,213 | $206.7K | 0.01% | +1,213 | New |
| Veriti Management LLC | 1,211 | $206.4K | 0.02% | +1,211 | New |
| Cipher Capital LP | 1,210 | $206.2K | 0.15% | +1,210 | New |
| Wealth Advisory Solutions, LLC | 1,186 | $202.1K | 0.04% | +1,186 | New |
| Key Bridge Compliance, LLC | 1,186 | $202.1K | 0.06% | +1,186 | New |
| Centiva Capital, LP | 1,176 | $200.4K | 0.01% | +1,176 | New |
| Quadrant Capital Group LLC | 1,064 | $181.3K | 0.02% | +221+26.2% | Added |
| Impact Partnership Wealth, LLC | 994 | $169.4K | 0.05% | −267−21.2% | Reduced |
| KBC Group NV | 786 | $134.0K | 0.00% | −1,905−70.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 700 | $119.0K | 0.00% | +700 | New |
| Virtus Fund Advisers, LLC | 644 | $109.7K | 0.78% | +120+22.9% | Added |
| TD Private Client Wealth LLC | 553 | $94.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 550 | $93.7K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 536 | $91.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 500 | $85.2K | 0.02% | −14−2.7% | Reduced |
| Covestor Ltd | 493 | $84.0K | 0.06% | −224−31.2% | Reduced |
| Ronald Blue Trust, Inc. | 491 | $81.0K | 0.00% | +410+506.2% | Added |
| Proequities, Inc. | 387 | $65.9K | 0.01% | −21−5.1% | Reduced |
| First Horizon Advisors, Inc. | 387 | $65.9K | 0.00% | +53+15.9% | Added |
| VisionPoint Advisory Group, LLC | 349 | $59.5K | 0.03% | +349 | New |
| Signaturefd, LLC | 321 | $54.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 251 | $42.8K | 0.00% | +241+2,410.0% | Added |
| Assetmark, Inc | 243 | $41.4K | 0.00% | −39−13.8% | Reduced |
| Simplex Trading, LLC | 244 | $41.0K | 0.00% | −9−3.6% | Reduced |
| Coston, McIsaac & Partners | 232 | $39.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 190 | $32.0K | 0.00% | −4−2.1% | Reduced |
| Global Retirement Partners, LLC | 156 | $26.0K | 0.00% | +1+0.6% | Added |
| Contravisory Investment Management, Inc. | 145 | $24.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 141 | $24.0K | 0.00% | −15−9.6% | Reduced |
| Brown Brothers Harriman & Co | 141 | $24.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $21.8K | 0.00% | +1+0.8% | Added |
| Kelly Financial Services LLC | 116 | $19.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 102 | $17.3K | 0.01% | +1+1.0% | Added |
| NVWM, LLC | 90 | $15.3K | 0.01% | +90 | New |
| Solstein Capital, LLC | 84 | $14.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 72 | $12.3K | 0.00% | +72 | New |
| Huntington National Bank | 62 | $10.6K | 0.00% | −35−36.1% | Reduced |
| GoalVest Advisory LLC | 62 | $10.6K | 0.01% | +3+5.1% | Added |
| Steward Financial Group LLC | 54 | $9.00K | 0.00% | +54 | New |
| Front Row Advisors LLC | 49 | $8.35K | 0.00% | −5−9.3% | Reduced |
| Quarry LP | 48 | $8.18K | 0.01% | −25−34.2% | Reduced |
| Parallel Advisors, LLC | 46 | $7.86K | 0.00% | +41+820.0% | Added |
| Private Trust Co NA | 46 | $7.84K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46 | $7.84K | 0.00% | +41+820.0% | Added |
| Cary Street Partner Investment Advisory LLC | 43 | $7.33K | 0.00% | −7−14.0% | Reduced |
| Hanseatic Management Services Inc | 42 | $7.16K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $6.39K | 0.00% | −3−8.1% | Reduced |
| LGT Financial Advisors LLC | 36 | $6.13K | 0.01% | +36 | New |
| JFS Wealth Advisors, LLC | 33 | $5.62K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 31 | $5.28K | 0.00% | +31 | New |
| Bokf, NA | 29 | $5.27K | 0.00% | +29 | New |
| Hillsdale Investment Management Inc. | 30 | $5.11K | 0.00% | +5+20.0% | Added |
| Foster Dykema Cabot & Co Inc | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $4.60K | 0.00% | +1+3.8% | Added |
| IFP Advisors, Inc | 26 | $4.43K | 0.00% | −82−75.9% | Reduced |
| Bell Investment Advisors, Inc | 25 | $4.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $4.26K | 0.00% | −3−10.7% | Reduced |
| FinTrust Capital Advisors, LLC | 24 | $4.09K | 0.00% | +24 | New |
| NBC Securities, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.41K | 0.00% | +20 | New |
| RFP Financial Group LLC | 19 | $3.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $2.90K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 16 | $2.73K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $2.56K | 0.00% | +2+15.4% | Added |
| USA Financial Portformulas Corp | 14 | $2.39K | 0.00% | −5−26.3% | Reduced |
| Sunbelt Securities, Inc. | 13 | $2.21K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $1.88K | 0.00% | −21−65.6% | Reduced |
| Meeder Asset Management Inc | 11 | $1.88K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $1.88K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 8 | $1.36K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $682 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $171 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |