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, Q4 2023
Institutional positions in Comfort Systems USA Inc as of Dec 31, 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
- 447
- +54 vs. Q3 2023
- Shares held
- 34.9M
- −76.6K (−0.2%) vs. Q3 2023
- Total value
- $7.16B
- +$1.20B (+20.1%) vs. Q3 2023
- New holders
- 97
- 129 more added
- Sold out
- 43
- 182 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 1,155 | $237.5K | 0.01% | −452−28.1% | Reduced |
| Shell Asset Management Co | 1,155 | $238.0K | 0.01% | +1,155 | New |
| Equitable Holdings, Inc. | 1,180 | $242.6K | 0.00% | +1,180 | New |
| Aigen Investment Management, LP | 1,195 | $245.8K | 0.04% | −1,158−49.2% | Reduced |
| Heritage Wealth Management, LLC | 1,195 | $245.9K | 0.13% | +1,195 | New |
| FDx Advisors, Inc. | 1,201 | $247.0K | 0.02% | +1,201 | New |
| Canandaigua National Bank & Trust Co | 1,206 | $248.0K | 0.04% | −13−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,225 | $251.9K | 0.00% | +1,225 | New |
| Cerity Partners LLC | 1,265 | $260.2K | 0.00% | +1,265 | New |
| Kapitalo Investimentos Ltda | 1,292 | $265.7K | 0.05% | +1,292 | New |
| Cetera Advisor Networks LLC | 1,322 | $271.9K | 0.00% | −34−2.5% | Reduced |
| Dakota Wealth Management | 1,325 | $272.5K | 0.01% | −17−1.3% | Reduced |
| Versor Investments LP | 1,348 | $277.2K | 0.06% | −2,799−67.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,351 | $277.9K | 0.03% | −12−0.9% | Reduced |
| Cresset Asset Management, LLC | 1,354 | $278.5K | 0.00% | −25−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,371 | $282.0K | 0.02% | +307+28.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,434 | $294.9K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,437 | $295.5K | 0.04% | +1,437 | New |
| Private Advisor Group, LLC | 1,443 | $296.8K | 0.00% | +1,443 | New |
| First Hawaiian Bank | 1,455 | $299.2K | 0.01% | −54−3.6% | Reduced |
| Corton Capital Inc. | 1,479 | $304.2K | 0.10% | +1,479 | New |
| Commonwealth Equity Services, LLC | 1,484 | $305.0K | 0.00% | +169+12.9% | Added |
| Raymond James Trust N.A. | 1,495 | $307.5K | 0.01% | −69−4.4% | Reduced |
| Intrust Bank NA | 1,512 | $311.0K | 0.04% | −109−6.7% | Reduced |
| Lido Advisors, LLC | 1,521 | $312.8K | 0.00% | +1,521 | New |
| Shelton Capital Management | 1,540 | $316.7K | 0.01% | −207−11.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,540 | $316.7K | 0.00% | −192−11.1% | Reduced |
| Yorktown Management & Research Co Inc | 1,600 | $329.1K | 0.34% | +1,600 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,600 | $329.1K | 0.08% | +1,600 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,602 | $329.5K | 0.02% | +1,602 | New |
| 9258 Wealth Management, LLC | 1,609 | $330.9K | 0.06% | −131−7.5% | Reduced |
| Alps Advisors Inc | 1,694 | $348.4K | 0.00% | −96−5.4% | Reduced |
| Proficio Capital Partners LLC | 1,697 | $349.0K | 0.04% | −110−6.1% | Reduced |
| Benjamin Edwards Inc | 1,713 | $352.0K | 0.08% | +44+2.6% | Added |
| Baader Bank INC | 1,721 | $352.8K | 0.03% | +1,721 | New |
| Baird Financial Group, Inc. | 1,716 | $352.9K | 0.00% | −135−7.3% | Reduced |
| PFG Advisors | 1,735 | $356.8K | 0.03% | +1,735 | New |
| SkyOak Wealth, LLC | 1,769 | $363.8K | 0.09% | −37−2.0% | Reduced |
| HMS Capital Management, LLC | 1,792 | $368.6K | 0.23% | −21−1.2% | Reduced |
| AE Wealth Management LLC | 1,778 | $368.7K | 0.00% | +64+3.7% | Added |
| Axq Capital, LP | 1,848 | $380.1K | 0.10% | +1,848 | New |
| Guidance Capital, Inc | 1,881 | $380.2K | 0.15% | +118+6.7% | Added |
| CWM Advisors, LLC | 1,859 | $382.3K | 0.04% | +60+3.3% | Added |
| JustInvest LLC | 1,911 | $392.9K | 0.01% | +448+30.6% | Added |
| Harvest Fund Management Co., Ltd | 1,972 | $406.0K | 0.06% | −270−12.0% | Reduced |
| KLR Investment Advisors, LLC | 1,992 | $409.7K | 0.30% | −710−26.3% | Reduced |
| Evergreen Capital Management LLC | 2,003 | $412.0K | 0.02% | −65−3.1% | Reduced |
| Metropolitan Life Insurance Co | 2,008 | $413.0K | 0.02% | −66−3.2% | Reduced |
| Profund Advisors LLC | 2,020 | $415.5K | 0.02% | +12+0.6% | Added |
| Umb Bank N A | 2,066 | $424.9K | 0.01% | −255−11.0% | Reduced |
| BayBridge Capital Group, LLC | 2,113 | $429.7K | 0.40% | +2,113 | New |
| Point72 Hong Kong Ltd | 2,200 | $452.5K | 0.03% | +2,200 | New |
| Coldstream Capital Management Inc | 2,336 | $480.4K | 0.01% | +1,109+90.4% | Added |
| State of Wyoming | 2,364 | $486.2K | 0.09% | −102−4.1% | Reduced |
| Captrust Financial Advisors | 2,364 | $486.2K | 0.00% | −40−1.7% | Reduced |
| New York Life Investment Management LLC | 2,366 | $486.6K | 0.00% | −69−2.8% | Reduced |
| DFPG Investments, LLC | 2,500 | $489.9K | 0.04% | +200+8.7% | Added |
| Linden Thomas Advisory Services, LLC | 2,385 | $490.5K | 0.09% | +498+26.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,400 | $493.7K | 0.00% | −41−1.7% | Reduced |
| ClearAlpha Technologies LP | 2,413 | $496.3K | 0.19% | +2,413 | New |
| Fifth Third Bancorp | 2,442 | $502.2K | 0.00% | +310+14.5% | Added |
| CIBC World Markets Inc. | 2,460 | $506.0K | 0.00% | −15,850−86.6% | Reduced |
| Portside Wealth Group, LLC | 2,472 | $508.5K | 0.09% | +315+14.6% | Added |
| Harvest Investment Services, LLC | 2,484 | $510.9K | 0.24% | +2,484 | New |
| Crossmark Global Holdings, Inc. | 2,577 | $530.0K | 0.01% | −207−7.4% | Reduced |
| Sawgrass Asset Management LLC | 2,620 | $538.9K | 0.06% | −14−0.5% | Reduced |
| Qsemble Capital Management, LP | 2,679 | $551.0K | 0.14% | +2,679 | New |
| Smith Group Asset Management, LLC | 2,765 | $568.7K | 0.03% | +2,765 | New |
| Strid Group, LLC | 2,807 | $577.3K | 0.12% | −570−16.9% | Reduced |
| Glenmede Trust Co NA | 2,848 | $585.7K | 0.00% | −618−17.8% | Reduced |
| Marathon Trading Investment Management LLC | 3,000 | $617.0K | 0.12% | +3,000 | New |
| Securian Asset Management, Inc | 3,014 | $619.9K | 0.02% | +3,014 | New |
| Virtus Investment Advisers, Inc. | 3,045 | $626.3K | 0.47% | −728−19.3% | Reduced |
| Brevan Howard Capital Management LP | 3,053 | $627.9K | 0.06% | +3,053 | New |
| Regions Financial Corp | 3,072 | $631.8K | 0.01% | −9−0.3% | Reduced |
| Diametric Capital, LP | 3,077 | $632.8K | 0.39% | +67+2.2% | Added |
| Cim, LLC | 2,554 | $633.0K | 0.10% | +115+4.7% | Added |
| Cornerstone Investment Partners, LLC | 3,107 | $639.0K | 0.04% | −550−15.0% | Reduced |
| Ifrah Financial Services, Inc. | 3,146 | $647.0K | 0.19% | −267−7.8% | Reduced |
| Aviva PLC | 3,151 | $648.1K | 0.00% | −171−5.1% | Reduced |
| Level Four Advisory Services, LLC | 3,168 | $651.5K | 0.04% | −376−10.6% | Reduced |
| HighPoint Advisor Group LLC | 2,110 | $673.0K | 0.05% | +2,110 | New |
| Mackenzie Financial Corp | 3,274 | $673.4K | 0.00% | −206−5.9% | Reduced |
| Calamos Advisors LLC | 3,363 | $691.7K | 0.00% | −23−0.7% | Reduced |
| State of Wisconsin Investment Board | 3,392 | $697.6K | 0.00% | −646−16.0% | Reduced |
| Pearl River Capital, LLC | 3,406 | $700.5K | 0.11% | +3,406 | New |
| Kestra Private Wealth Services, LLC | 3,411 | $701.5K | 0.02% | −202−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,460 | $711.6K | 0.01% | +3,460 | New |
| Kestra Advisory Services, LLC | 3,487 | $717.1K | 0.01% | +3,487 | New |
| Cetera Investment Advisers | 3,489 | $717.5K | 0.01% | −453−11.5% | Reduced |
| Canada Pension Plan Investment Board | 3,500 | $719.8K | 0.00% | +3,500 | New |
| Quantinno Capital Management LP | 3,623 | $745.0K | 0.03% | +12+0.3% | Added |
| Janney Montgomery Scott LLC | 3,704 | $762.0K | 0.00% | +1,753+89.9% | Added |
| Azzad Asset Management Inc | 3,765 | $774.3K | 0.10% | −1,654−30.5% | Reduced |
| Jump Financial, LLC | 3,806 | $782.8K | 0.03% | +3,806 | New |
| State of Alaska, Department of Revenue | 3,860 | $793.0K | 0.01% | −18,411−82.7% | Reduced |
| Trust Point Inc. | 3,869 | $795.7K | 0.07% | +3,869 | New |
| First National Bank of Omaha | 4,040 | $830.9K | 0.05% | −1,190−22.8% | Reduced |
| Navellier & Associates Inc | 4,065 | $836.0K | 0.13% | +1,885+86.5% | Added |
| Norden Group LLC | 4,065 | $836.1K | 0.15% | +1,344+49.4% | Added |