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 |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 1,992 | $409.7K | 0.30% | −710−26.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,972 | $406.0K | 0.06% | −270−12.0% | Reduced |
| JustInvest LLC | 1,911 | $392.9K | 0.01% | +448+30.6% | Added |
| CWM Advisors, LLC | 1,859 | $382.3K | 0.04% | +60+3.3% | Added |
| Guidance Capital, Inc | 1,881 | $380.2K | 0.15% | +118+6.7% | Added |
| Axq Capital, LP | 1,848 | $380.1K | 0.10% | +1,848 | New |
| AE Wealth Management LLC | 1,778 | $368.7K | 0.00% | +64+3.7% | Added |
| HMS Capital Management, LLC | 1,792 | $368.6K | 0.23% | −21−1.2% | Reduced |
| SkyOak Wealth, LLC | 1,769 | $363.8K | 0.09% | −37−2.0% | Reduced |
| PFG Advisors | 1,735 | $356.8K | 0.03% | +1,735 | New |
| Baird Financial Group, Inc. | 1,716 | $352.9K | 0.00% | −135−7.3% | Reduced |
| Baader Bank INC | 1,721 | $352.8K | 0.03% | +1,721 | New |
| Benjamin Edwards Inc | 1,713 | $352.0K | 0.08% | +44+2.6% | Added |
| Proficio Capital Partners LLC | 1,697 | $349.0K | 0.04% | −110−6.1% | Reduced |
| Alps Advisors Inc | 1,694 | $348.4K | 0.00% | −96−5.4% | Reduced |
| 9258 Wealth Management, LLC | 1,609 | $330.9K | 0.06% | −131−7.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,602 | $329.5K | 0.02% | +1,602 | New |
| 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 |
| 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 |
| Lido Advisors, LLC | 1,521 | $312.8K | 0.00% | +1,521 | New |
| Intrust Bank NA | 1,512 | $311.0K | 0.04% | −109−6.7% | Reduced |
| Raymond James Trust N.A. | 1,495 | $307.5K | 0.01% | −69−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,484 | $305.0K | 0.00% | +169+12.9% | Added |
| Corton Capital Inc. | 1,479 | $304.2K | 0.10% | +1,479 | New |
| First Hawaiian Bank | 1,455 | $299.2K | 0.01% | −54−3.6% | Reduced |
| Private Advisor Group, LLC | 1,443 | $296.8K | 0.00% | +1,443 | New |
| Verus Capital Partners, LLC | 1,437 | $295.5K | 0.04% | +1,437 | New |
| Sound View Wealth Advisors Group, LLC | 1,434 | $294.9K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,371 | $282.0K | 0.02% | +307+28.9% | Added |
| Cresset Asset Management, LLC | 1,354 | $278.5K | 0.00% | −25−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,351 | $277.9K | 0.03% | −12−0.9% | Reduced |
| Versor Investments LP | 1,348 | $277.2K | 0.06% | −2,799−67.5% | Reduced |
| Dakota Wealth Management | 1,325 | $272.5K | 0.01% | −17−1.3% | Reduced |
| Cetera Advisor Networks LLC | 1,322 | $271.9K | 0.00% | −34−2.5% | Reduced |
| Kapitalo Investimentos Ltda | 1,292 | $265.7K | 0.05% | +1,292 | New |
| Cerity Partners LLC | 1,265 | $260.2K | 0.00% | +1,265 | New |
| B. Metzler seel. Sohn & Co. AG | 1,225 | $251.9K | 0.00% | +1,225 | New |
| Canandaigua National Bank & Trust Co | 1,206 | $248.0K | 0.04% | −13−1.1% | Reduced |
| FDx Advisors, Inc. | 1,201 | $247.0K | 0.02% | +1,201 | New |
| Heritage Wealth Management, LLC | 1,195 | $245.9K | 0.13% | +1,195 | New |
| Aigen Investment Management, LP | 1,195 | $245.8K | 0.04% | −1,158−49.2% | Reduced |
| Equitable Holdings, Inc. | 1,180 | $242.6K | 0.00% | +1,180 | New |
| Shell Asset Management Co | 1,155 | $238.0K | 0.01% | +1,155 | New |
| Apollon Wealth Management, LLC | 1,155 | $237.5K | 0.01% | −452−28.1% | Reduced |
| FirstPurpose Wealth LLC | 1,133 | $233.0K | 0.09% | −100−8.1% | Reduced |
| Bridgefront Capital, LLC | 1,125 | $231.4K | 0.17% | +1,125 | New |
| DRW Securities, LLC | 1,100 | $226.2K | 0.01% | +1,100 | New |
| Cipher Capital LP | 1,095 | $225.2K | 0.07% | −115−9.5% | Reduced |
| AIA Group Ltd | 1,084 | $222.9K | 0.01% | +1,084 | New |
| Gallacher Capital Management LLC | 1,079 | $221.9K | 0.12% | +1,079 | New |
| Lifestyle Asset Management, Inc. | 1,077 | $221.5K | 0.12% | +1,077 | New |
| SG Americas Securities, LLC | 1,070 | $220.0K | 0.00% | −9,832−90.2% | Reduced |
| Prelude Capital Management, LLC | 1,040 | $213.9K | 0.02% | +1,040 | New |
| Verition Fund Management LLC | 1,027 | $211.2K | 0.00% | +1,027 | New |
| Personal Cfo Solutions, LLC | 1,009 | $207.6K | 0.04% | +1,009 | New |
| Baker Tilly Wealth Management, LLC | 1,009 | $207.5K | 0.03% | −358−26.2% | Reduced |
| CIBC Asset Management Inc | 1,008 | $207.3K | 0.00% | +1,008 | New |
| Scotia Capital Inc. | 1,000 | $205.7K | 0.00% | −969−49.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,000 | $205.7K | 0.00% | +1,000 | New |
| Divisadero Street Capital Management, LP | 1,000 | $205.7K | 0.05% | +1,000 | New |
| Impact Partnership Wealth, LLC | 959 | $197.2K | 0.07% | −35−3.5% | Reduced |
| TD Private Client Wealth LLC | 951 | $195.6K | 0.01% | +398+72.0% | Added |
| TD Waterhouse Canada Inc. | 863 | $170.2K | 0.00% | +863 | New |
| KBC Group NV | 786 | $162.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 743 | $152.8K | 0.15% | +743 | New |
| Skandinaviska Enskilda Banken AB (publ) | 700 | $144.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 608 | $125.0K | 0.04% | +608 | New |
| GWM Advisors LLC | 603 | $124.1K | 0.00% | −1,350−69.1% | Reduced |
| Principal Securities, Inc. | 565 | $116.2K | 0.00% | +565 | New |
| Covestor Ltd | 561 | $115.0K | 0.08% | +68+13.8% | Added |
| Virtus Fund Advisers, LLC | 551 | $113.3K | 0.70% | −93−14.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 536 | $110.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 492 | $101.2K | 0.03% | −58−10.5% | Reduced |
| Proequities, Inc. | 455 | $93.6K | 0.01% | +68+17.6% | Added |
| Ronald Blue Trust, Inc. | 520 | $89.0K | 0.00% | +29+5.9% | Added |
| Parkside Financial Bank & Trust | 400 | $82.3K | 0.01% | −100−20.0% | Reduced |
| Quest Partners LLC | 389 | $80.0K | 0.02% | +389 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 368 | $76.0K | 0.00% | +368 | New |
| Castleview Partners, LLC | 349 | $71.8K | 0.05% | +349 | New |
| Signaturefd, LLC | 333 | $68.5K | 0.00% | +12+3.7% | Added |
| First Horizon Advisors, Inc. | 318 | $65.4K | 0.00% | −69−17.8% | Reduced |
| Advisory Services Network, LLC | 301 | $61.8K | 0.00% | +301 | New |
| Spire Wealth Management | 300 | $61.4K | 0.00% | +300 | New |
| GAMMA Investing LLC | 281 | $61.1K | 0.02% | +281 | New |
| AdvisorNet Financial, Inc | 252 | $51.8K | 0.00% | +1+0.4% | Added |
| Assetmark, Inc | 246 | $50.6K | 0.00% | +3+1.2% | Added |
| Coston, McIsaac & Partners | 232 | $47.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 205 | $42.2K | 0.00% | +194+1,763.6% | Added |
| Global Retirement Partners, LLC | 150 | $30.4K | 0.00% | −6−3.8% | Reduced |
| Lee Financial Co | 141 | $29.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 141 | $29.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 124 | $25.7K | 0.02% | +124 | New |
| SYSTM Wealth Solutions LLC | 124 | $25.5K | 0.00% | +124 | New |
| CWM, LLC | 117 | $24.0K | 0.00% | −73−38.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 119 | $24.0K | 0.00% | +119 | New |
| Kelly Financial Services LLC | 116 | $23.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 114 | $23.5K | 0.00% | +68+147.8% | Added |
| Massmutual Trust Co FSB | 114 | $23.4K | 0.00% | −14−10.9% | Reduced |