Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Comfort Systems USA Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of FIX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4473505+61
Shares34.9M197.8K34.7M+52.9K (+0.2%)
Value$7.16B$34.4M$11.0B+$3.89B (+54.5%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (109)

Institutions that held Comfort Systems USA Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 109 by value.

Institutions new to FIX in Q1 2024
InstitutionSharesValue% of portfolio
Blackstone Group Inc.130,000$41.3M0.18%
Arrowstreet Capital, Limited Partnership98,704$31.4M0.03%
Acadian Asset Management LLC72,826$23.1M0.08%
Summit Partners Public Asset Management, LLC60,000$19.1M0.91%
Danske Bank A/S21,413$6.80M0.02%
Tudor Investment Corp Et Al20,514$6.52M0.08%
Catalyst Funds Management Pty Ltd14,400$4.58M1.28%
Dynamic Technology Lab Private Ltd10,090$3.21M0.34%
1832 Asset Management L.P.7,500$2.38M0.00%
Polar Asset Management Partners Inc.7,300$2.32M0.06%
PFG Investments, LLC6,385$2.03M0.12%
Consolidated Portfolio Review Corp6,352$2.02M0.53%
Nebula Research & Development LLC5,628$1.79M0.39%
Occudo Quantitative Strategies LP5,503$1.75M0.31%
BNP Paribas5,157$1.64M0.08%
Roman Butler Fullerton & Co5,526$1.63M0.61%
Ontario Teachers Pension Plan Board4,828$1.53M0.01%
FORA Capital, LLC4,174$1.33M0.11%
Bayesian Capital Management, LP4,100$1.30M0.12%
Virtu Financial LLC3,893$1.24M0.09%
Atria Investments LLC3,753$1.19M0.02%
Cowa, LLC3,664$1.16M0.69%
Change Path, LLC3,287$1.04M0.04%
Diversify Advisory Services, LLC3,007$960.6K0.06%
Harbor Capital Advisors, Inc.2,958$940.0K0.12%
Wolverine Trading, LLC2,956$939.2K0.01%
Inceptionr LLC2,941$934.4K0.24%
Kingswood Wealth Advisors, LLC2,826$897.8K0.10%
CBOE Vest Financial, LLC2,784$884.5K0.02%
West Tower Group, LLC2,628$834.9K2.52%
Ardsley Advisory Partners LP2,500$794.3K0.11%
Robeco Schweiz AG2,500$794.3K0.01%
Capstone Investment Advisors, LLC1,838$584.0K0.01%
Blueshift Asset Management, LLC1,797$570.9K0.30%
Concurrent Investment Advisors, LLC1,732$550.3K0.02%
Savant Capital, LLC1,656$526.1K0.01%
BTC Capital Management, Inc.1,610$511.5K0.05%
Gibbs Wealth Management1,522$483.6K0.28%
Sanders Morris Harris LLC1,500$476.6K0.09%
Walleye Capital LLC1,474$468.3K0.01%
We Are One Seven, LLC1,452$461.3K0.02%
City Center Advisors, LLC1,404$446.1K0.53%
Consolidated Planning Corp1,364$433.4K0.07%
Duality Advisers, LP1,286$408.6K0.04%
Simplex Trading, LLC1,237$393.0K0.01%
Koshinski Asset Management, Inc.1,228$390.1K0.04%
Integrated Wealth Concepts LLC1,173$372.7K0.01%
Edge Financial Advisors LLC1,101$349.8K0.31%
Prime Capital Investment Advisors, LLC1,058$336.1K0.00%
Principal Street Partners, LLC1,029$328.7K0.06%
PDT Partners, LLC1,002$318.3K0.03%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.985$313.0K0.00%
Point72 (DIFC) Ltd950$301.9K0.02%
Syon Capital LLC930$295.5K0.03%
Meiji Yasuda Asset Management Co Ltd.912$289.8K0.01%
Evoke Wealth, LLC899$285.6K0.01%
Choate Investment Advisors883$280.5K0.01%
NDVR, Inc.865$274.8K0.26%
Thompson Davis & Co., Inc.860$273.2K0.19%
Forum Financial Management, LP828$263.1K0.00%
Counterpoint Mutual Funds LLC821$260.8K0.06%
Integrated Advisors Network LLC817$259.6K0.01%
Pinnacle Financial Partners Inc816$259.3K0.01%
Cyndeo Wealth Partners, LLC790$251.0K0.02%
Verdence Capital Advisors LLC787$250.1K0.02%
Central Valley Advisors, LLC784$249.1K0.13%
Mayflower Financial Advisors, LLC783$248.7K0.04%
Cambridge Investment Research Advisors, Inc.764$243.0K0.00%
MAI Capital Management756$240.2K0.00%
Vinva Investment Management Ltd475$231.3K0.01%
Oversea-Chinese Banking CORP Ltd726$230.7K0.01%
Dorsey & Whitney Trust CO LLC723$229.7K0.02%
Strategic Blueprint, LLC708$224.9K0.02%
Glenview Trust Co689$218.9K0.00%
Mercer Global Advisors Inc672$214.0K0.00%
Perigon Wealth Management, LLC652$207.2K0.01%
Origin Asset Management LLP650$206.5K0.06%
Axxcess Wealth Management, LLC650$206.5K0.01%
One Wealth Management Investment & Advisory Services, LLC644$204.6K0.08%
Abel Hall, LLC643$204.4K0.15%
CAPROCK Group, Inc.642$204.0K0.01%
Armistice Capital, LLC639$203.0K0.01%
Gen-Wealth Partners Inc486$154.4K0.08%
CIBC Private Wealth Group, LLC424$135.5K0.00%
nVerses Capital, LLC400$127.1K0.30%
Headlands Technologies LLC204$64.8K0.02%
Rise Advisors, LLC138$43.9K0.02%
Nomura Asset Management Co Ltd83$26.4K0.00%
V-Square Quantitative Management LLC79$25.1K0.00%
Anchor Investment Management, LLC75$23.8K0.00%
Quarry LP66$21.0K0.01%
Sound Income Strategies, LLC57$18.1K0.00%
Eagle Bay Advisors LLC48$15.3K0.01%
Front Row Advisors LLC46$14.6K0.01%
Raffa Wealth Management, LLC39$12.4K0.00%
Crewe Advisors LLC22$6.99K0.00%
Institutional & Family Asset Management, LLC17$5.40K0.00%
Gilliland Jeter Wealth Management LLC17$5.40K0.00%
First Financial Corp16$5.08K0.00%
Mather Group, LLC.15$3.08K0.00%

Sold out (48)

Institutions that held Comfort Systems USA Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FIX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Westwood Holdings Group Inc.151,989$31.3M
Tributary Capital Management, LLC101,427$20.9M
Blue Grotto Capital, LLC85,819$17.7M
HRT Financial LP85,011$17.5M
Cubist Systematic Strategies, LLC51,793$10.7M
Qube Research & Technologies Ltd34,409$7.08M
Third Avenue Management LLC19,434$4.00M
Point72 Middle East FZE14,080$2.90M
Bridgewater Associates, LP7,854$1.62M
Cinctive Capital Management LP7,502$1.54M
Fox Run Management, L.L.C.6,605$1.36M
Twinbeech Capital LP4,083$839.8K
First National Bank of Omaha4,040$830.9K
Azzad Asset Management Inc3,765$774.3K
Janney Montgomery Scott LLC3,704$762.0K
Pearl River Capital, LLC3,406$700.5K
Marathon Trading Investment Management LLC3,000$617.0K
Qsemble Capital Management, LP2,679$551.0K
Harvest Investment Services, LLC2,484$510.9K
ClearAlpha Technologies LP2,413$496.3K
New York Life Investment Management LLC2,366$486.6K
Guidance Capital, Inc1,881$380.2K
Axq Capital, LP1,848$380.1K
AE Wealth Management LLC1,778$368.7K
Cetera Advisor Networks LLC1,322$271.9K
Kapitalo Investimentos Ltda1,292$265.7K
B. Metzler seel. Sohn & Co. AG1,225$251.9K
FDx Advisors, Inc.1,201$247.0K
Heritage Wealth Management, LLC1,195$245.9K
Equitable Holdings, Inc.1,180$242.6K
DRW Securities, LLC1,100$226.2K
Cipher Capital LP1,095$225.2K
AIA Group Ltd1,084$222.9K
Gallacher Capital Management LLC1,079$221.9K
Verition Fund Management LLC1,027$211.2K
Skandinaviska Enskilda Banken AB (publ)700$144.0K
Archer Investment Corp492$101.2K
Quest Partners LLC389$80.0K
BI Asset Management Fondsmaeglerselskab A/S368$76.0K
Advisory Services Network, LLC301$61.8K
Lee Financial Co141$29.0K
Point72 Europe (London) LLP57$11.7K
Scarborough Advisors, LLC55$11.3K
Bokf, NA29$5.96K
McGlone Suttner Wealth Management, Inc.16$3.29K
Cornerstone Planning Group LLC12$2.47K
Abound Wealth Management4$823
Horizon Investments, LLC3$617

Not filed for Q1 2024 yet (3)

Institutions that held Comfort Systems USA Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC164,737$33.9M
DFPG Investments, LLC2,500$489.9K
Aware Super Pty Ltd as trustee of Aware Super30,572–