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.
Q4 2023 vs. Q3 2023
How the institutions holding Comfort Systems USA Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 400 | 7 | 447 | +54 |
| Shares | 35.0M | 26.0K | 34.9M | −76.6K (−0.2%) |
| Value | $5.97B | $4.43M | $7.16B | +$1.20B (+20.1%) |
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (97)
Institutions that held Comfort Systems USA Inc at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (43)
Institutions that held Comfort Systems USA Inc at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (7)
Institutions that held Comfort Systems USA Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 13,515 | $2.30M |
| Pathstone Family Office, LLC | 5,681 | $968.1K |
| Advisor Partners II, LLC | 3,334 | $568.1K |
| BTC Capital Management, Inc. | 2,193 | $373.7K |
| Key Bridge Compliance, LLC | 1,186 | $202.1K |
| Steward Financial Group LLC | 54 | $9.00K |
| Foster Dykema Cabot & Co Inc | 27 | $5.00K |