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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, Q1 2024

Institutional positions in Comfort Systems USA Inc as of Mar 31, 2024. 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
505
+61 vs. Q4 2023
Shares held
34.7M
+52.9K (+0.2%) vs. Q4 2023
Total value
$11.0B
+$3.89B (+54.5%) vs. Q4 2023
New holders
109
124 more added
Sold out
48
225 more reduced

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 505 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ1 2024: $11.0B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$2.57B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2023.

Institutions holding FIX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Macquarie Group Ltd14$40.00%+14New
EverSource Wealth Advisors, LLC1$3090.00%−34−97.1%Reduced
WR Wealth Planners, LLC1$3180.00%+1New
Hexagon Capital Partners LLC2$6350.00%00.0%Unchanged
Tfo-TDC, LLC2$6350.00%00.0%Unchanged
PEAK6 Investments LLC3$8650.00%00.0%Unchanged
Rothschild Investment LLC3$9530.00%+3New
Rakuten Securities, Inc.3$9530.00%+3New
McClarren Financial Advisors, Inc.3$1.00K0.00%+1+50.0%Added
Harbour Investments, Inc.4$1.27K0.00%+4New
Albion Financial Group4$1.27K0.00%+4New
Cape Investment Advisory, Inc.5$1.59K0.00%+5New
Valued Wealth Advisors LLC5$1.59K0.00%+5New
Versant Capital Management, Inc6$1.91K0.00%00.0%Unchanged
Meeder Asset Management Inc7$2.22K0.00%+7New
Provenance Wealth Advisors, LLC9$2.86K0.00%00.0%Unchanged
Mather Group, LLC.15$3.08K0.00%+15New
DiNuzzo Private Wealth, Inc.10$3.18K0.00%00.0%Unchanged
Allworth Financial LP12$3.81K0.00%+1+9.1%Added
SJS Investment Consulting Inc.15$4.77K0.00%00.0%Unchanged
First Financial Corp16$5.08K0.00%+16New
Private Wealth Management Group, LLC16$5.08K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC17$5.40K0.00%+17New
Gilliland Jeter Wealth Management LLC17$5.40K0.00%+17New
Manchester Capital Management LLC17$5.40K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc18$5.72K0.00%−7−28.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$6.35K0.00%00.0%Unchanged
Crewe Advisors LLC22$6.99K0.00%+22New
Hillsdale Investment Management Inc.25$7.94K0.00%−5−16.7%Reduced
Bell Investment Advisors, Inc25$7.94K0.00%00.0%Unchanged
Huntington National Bank25$7.94K0.00%+11+78.6%Added
NBC Securities, Inc.28$8.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC26$8.26K0.01%00.0%Unchanged
Colonial Trust Co26$8.27K0.00%−8−23.5%Reduced
Foster Dykema Cabot & Partners, LLC27$8.58K0.00%00.0%Unchanged
Davidson Capital Management Inc.31$9.85K0.00%−1−3.1%Reduced
IFP Advisors, Inc32$10.2K0.00%−20−38.5%Reduced
JFS Wealth Advisors, LLC33$10.5K0.00%00.0%Unchanged
Private Trust Co NA36$11.4K0.00%−40−52.6%Reduced
LGT Financial Advisors LLC37$11.8K0.01%00.0%Unchanged
Raffa Wealth Management, LLC39$12.4K0.00%+39New
Hanseatic Management Services Inc42$13.3K0.02%00.0%Unchanged
Front Row Advisors LLC46$14.6K0.01%+46New
First Horizon Advisors, Inc.47$14.9K0.00%−271−85.2%Reduced
Eagle Bay Advisors LLC48$15.3K0.01%+48New
FinTrust Capital Advisors, LLC49$15.6K0.00%−14−22.2%Reduced
CarsonAllaria Wealth Management, Ltd.50$15.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC50$15.9K0.00%+24+92.3%Added
Riggs Asset Managment Co. Inc.51$16.1K0.00%−51−50.0%Reduced
Farther Finance Advisors, LLC52$16.6K0.00%+5+10.6%Added
Sound Income Strategies, LLC57$18.1K0.00%+57New
Quarry LP66$21.0K0.01%+66New
National Bank of Canada63$21.7K0.00%00.0%Unchanged
Stone House Investment Management, LLC72$22.9K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.81$23.7K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.75$23.8K0.01%−17−18.5%Reduced
Barrett & Company, Inc.75$23.8K0.01%00.0%Unchanged
Anchor Investment Management, LLC75$23.8K0.00%+75New
V-Square Quantitative Management LLC79$25.1K0.00%+79New
Nomura Asset Management Co Ltd83$26.4K0.00%+83New
Solstein Capital, LLC84$26.7K0.02%00.0%Unchanged
Massmutual Trust Co FSB109$34.6K0.00%−5−4.4%Reduced
Kelly Financial Services LLC116$37.0K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC134$42.6K0.01%+10+8.1%Added
CWM, LLC136$43.0K0.00%+19+16.2%Added
Rise Advisors, LLC138$43.9K0.02%+138New
Brown Brothers Harriman & Co141$44.8K0.00%00.0%Unchanged
Parallel Advisors, LLC142$45.2K0.00%+28+24.6%Added
Byrne Asset Management LLC147$46.7K0.03%+23+18.5%Added
Global Retirement Partners, LLC150$47.8K0.00%00.0%Unchanged
EntryPoint Capital, LLC193$61.3K0.05%−550−74.0%Reduced
Assetmark, Inc200$63.5K0.00%−46−18.7%Reduced
Headlands Technologies LLC204$64.8K0.02%+204New
Coston, McIsaac & Partners232$73.0K0.02%00.0%Unchanged
AdvisorNet Financial, Inc246$78.2K0.01%−6−2.4%Reduced
Public Employees Retirement System of Ohio276$87.7K0.00%−9,399−97.1%Reduced
Sunbelt Securities, Inc.287$91.2K0.01%+274+2,107.7%Added
GAMMA Investing LLC309$98.2K0.02%+28+10.0%Added
Castleview Partners, LLC349$110.9K0.06%00.0%Unchanged
Parkside Financial Bank & Trust358$113.7K0.02%−42−10.5%Reduced
Clearstead Advisors, LLC360$119.7K0.01%+155+75.6%Added
Signaturefd, LLC396$125.8K0.00%+63+18.9%Added
nVerses Capital, LLC400$127.1K0.30%+400New
Knights of Columbus Asset Advisors LLC409$129.9K0.01%−25,465−98.4%Reduced
CIBC Private Wealth Group, LLC424$135.5K0.00%+424New
Proequities, Inc.454$144.2K0.01%−1−0.2%Reduced
Gen-Wealth Partners Inc486$154.4K0.08%+486New
Covestor Ltd515$164.0K0.10%−46−8.2%Reduced
Virtus Fund Advisers, LLC551$175.1K0.62%00.0%Unchanged
Steward Partners Investment Advisory, LLC558$177.3K0.00%+22+4.1%Added
Ronald Blue Trust, Inc.623$197.9K0.00%+103+19.8%Added
Armistice Capital, LLC639$203.0K0.01%+639New
CAPROCK Group, Inc.642$204.0K0.01%+642New
Abel Hall, LLC643$204.4K0.15%+643New
One Wealth Management Investment & Advisory Services, LLC644$204.6K0.08%+644New
Axxcess Wealth Management, LLC650$206.5K0.01%+650New
Origin Asset Management LLP650$206.5K0.06%+650New
Perigon Wealth Management, LLC652$207.2K0.01%+652New
Householder Group Estate & Retirement Specialist, LLC656$208.4K0.06%+48+7.9%Added
Mercer Global Advisors Inc672$214.0K0.00%+672New