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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glenview Trust Co | 689 | $218.9K | 0.00% | +689 | New |
| Baker Tilly Wealth Management, LLC | 703 | $223.3K | 0.04% | −306−30.3% | Reduced |
| Prelude Capital Management, LLC | 708 | $224.9K | 0.02% | −332−31.9% | Reduced |
| Strategic Blueprint, LLC | 708 | $224.9K | 0.02% | +708 | New |
| Dorsey & Whitney Trust CO LLC | 723 | $229.7K | 0.02% | +723 | New |
| Oversea-Chinese Banking CORP Ltd | 726 | $230.7K | 0.01% | +726 | New |
| Vinva Investment Management Ltd | 475 | $231.3K | 0.01% | +475 | New |
| MAI Capital Management | 756 | $240.2K | 0.00% | +756 | New |
| Cambridge Investment Research Advisors, Inc. | 764 | $243.0K | 0.00% | +764 | New |
| Mayflower Financial Advisors, LLC | 783 | $248.7K | 0.04% | +783 | New |
| TD Private Client Wealth LLC | 783 | $248.8K | 0.01% | −168−17.7% | Reduced |
| Central Valley Advisors, LLC | 784 | $249.1K | 0.13% | +784 | New |
| KBC Group NV | 786 | $250.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 787 | $250.1K | 0.02% | +787 | New |
| Cyndeo Wealth Partners, LLC | 790 | $251.0K | 0.02% | +790 | New |
| Pinnacle Financial Partners Inc | 816 | $259.3K | 0.01% | +816 | New |
| Integrated Advisors Network LLC | 817 | $259.6K | 0.01% | +817 | New |
| Counterpoint Mutual Funds LLC | 821 | $260.8K | 0.06% | +821 | New |
| Forum Financial Management, LP | 828 | $263.1K | 0.00% | +828 | New |
| Bridgefront Capital, LLC | 843 | $267.8K | 0.20% | −282−25.1% | Reduced |
| Spire Wealth Management | 850 | $270.1K | 0.01% | +550+183.3% | Added |
| Thompson Davis & Co., Inc. | 860 | $273.2K | 0.19% | +860 | New |
| NDVR, Inc. | 865 | $274.8K | 0.26% | +865 | New |
| Choate Investment Advisors | 883 | $280.5K | 0.01% | +883 | New |
| TD Waterhouse Canada Inc. | 907 | $285.6K | 0.00% | +44+5.1% | Added |
| Evoke Wealth, LLC | 899 | $285.6K | 0.01% | +899 | New |
| Mount Yale Investment Advisors, LLC | 904 | $287.3K | 0.02% | −447−33.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 912 | $289.8K | 0.01% | +912 | New |
| Syon Capital LLC | 930 | $295.5K | 0.03% | +930 | New |
| Impact Partnership Wealth, LLC | 940 | $298.6K | 0.12% | −19−2.0% | Reduced |
| Point72 (DIFC) Ltd | 950 | $301.9K | 0.02% | +950 | New |
| FirstPurpose Wealth LLC | 1,005 | $305.3K | 0.11% | −128−11.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 985 | $313.0K | 0.00% | +985 | New |
| Schonfeld Strategic Advisors LLC | 1,000 | $317.7K | 0.00% | −2,460−71.1% | Reduced |
| Divisadero Street Capital Management, LP | 1,000 | $317.7K | 0.07% | 00.0% | Unchanged |
| PDT Partners, LLC | 1,002 | $318.3K | 0.03% | +1,002 | New |
| CIBC Asset Management Inc | 1,008 | $320.3K | 0.00% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,010 | $320.9K | 0.19% | −67−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,010 | $321.1K | 0.05% | +1+0.1% | Added |
| Principal Street Partners, LLC | 1,029 | $328.7K | 0.06% | +1,029 | New |
| Corton Capital Inc. | 1,041 | $330.7K | 0.12% | −438−29.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,058 | $336.1K | 0.00% | +1,058 | New |
| Apollon Wealth Management, LLC | 1,062 | $337.4K | 0.01% | −93−8.1% | Reduced |
| Dakota Wealth Management | 1,097 | $348.5K | 0.01% | −228−17.2% | Reduced |
| First Hawaiian Bank | 1,098 | $348.8K | 0.01% | −357−24.5% | Reduced |
| Edge Financial Advisors LLC | 1,101 | $349.8K | 0.31% | +1,101 | New |
| Canandaigua National Bank & Trust Co | 1,150 | $365.4K | 0.05% | −56−4.6% | Reduced |
| Alps Advisors Inc | 1,167 | $370.8K | 0.00% | −527−31.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,173 | $372.7K | 0.01% | +1,173 | New |
| KLR Investment Advisors, LLC | 1,268 | $374.4K | 0.27% | −724−36.3% | Reduced |
| Aigen Investment Management, LP | 1,180 | $374.9K | 0.08% | −15−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 1,228 | $390.1K | 0.04% | +1,228 | New |
| Private Advisor Group, LLC | 1,228 | $390.2K | 0.00% | −215−14.9% | Reduced |
| Simplex Trading, LLC | 1,237 | $393.0K | 0.01% | +1,237 | New |
| Diametric Capital, LP | 1,253 | $398.1K | 0.22% | −1,824−59.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,255 | $399.0K | 0.01% | +1,136+954.6% | Added |
| Duality Advisers, LP | 1,286 | $408.6K | 0.04% | +1,286 | New |
| Raymond James Trust N.A. | 1,324 | $420.6K | 0.01% | −171−11.4% | Reduced |
| Principal Securities, Inc. | 1,337 | $424.8K | 0.01% | +772+136.6% | Added |
| Versor Investments LP | 1,353 | $429.9K | 0.09% | +5+0.4% | Added |
| Quadrant Capital Group LLC | 1,362 | $432.7K | 0.03% | −9−0.7% | Reduced |
| Consolidated Planning Corp | 1,364 | $433.4K | 0.07% | +1,364 | New |
| City Center Advisors, LLC | 1,404 | $446.1K | 0.53% | +1,404 | New |
| Captrust Financial Advisors | 1,406 | $446.7K | 0.00% | −958−40.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,416 | $449.9K | 0.07% | −969−40.6% | Reduced |
| Shell Asset Management Co | 1,487 | $452.0K | 0.02% | +332+28.7% | Added |
| GWM Advisors LLC | 1,430 | $454.5K | 0.00% | +827+137.1% | Added |
| Cresset Asset Management, LLC | 1,432 | $455.0K | 0.00% | +78+5.8% | Added |
| Commonwealth Equity Services, LLC | 1,431 | $455.0K | 0.00% | −53−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,438 | $456.9K | 0.01% | −102−6.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,441 | $457.8K | 0.05% | +7+0.5% | Added |
| We Are One Seven, LLC | 1,452 | $461.3K | 0.02% | +1,452 | New |
| Scotia Capital Inc. | 1,462 | $464.5K | 0.00% | +462+46.2% | Added |
| Trexquant Investment LP | 1,472 | $467.7K | 0.01% | −9,936−87.1% | Reduced |
| Walleye Capital LLC | 1,474 | $468.3K | 0.01% | +1,474 | New |
| Intrust Bank NA | 1,488 | $472.8K | 0.05% | −24−1.6% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $476.6K | 0.09% | +1,500 | New |
| Gibbs Wealth Management | 1,522 | $483.6K | 0.28% | +1,522 | New |
| Shelton Capital Management | 1,540 | $489.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,546 | $491.0K | 0.02% | −3,715−70.6% | Reduced |
| Verus Capital Partners, LLC | 1,547 | $491.5K | 0.05% | +110+7.7% | Added |
| Proficio Capital Partners LLC | 1,563 | $496.6K | 0.05% | −134−7.9% | Reduced |
| Sawgrass Asset Management LLC | 1,575 | $500.4K | 0.05% | −1,045−39.9% | Reduced |
| Lido Advisors, LLC | 1,576 | $500.7K | 0.00% | +55+3.6% | Added |
| Yorktown Management & Research Co Inc | 1,600 | $508.3K | 0.48% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,603 | $509.3K | 0.08% | −6−0.4% | Reduced |
| BTC Capital Management, Inc. | 1,610 | $511.5K | 0.05% | +1,610 | New |
| AXS Investments LLC | 1,655 | $525.8K | 0.13% | −2,725−62.2% | Reduced |
| PFG Advisors | 1,655 | $525.8K | 0.04% | −80−4.6% | Reduced |
| Savant Capital, LLC | 1,656 | $526.1K | 0.01% | +1,656 | New |
| SkyOak Wealth, LLC | 1,657 | $526.4K | 0.13% | −112−6.3% | Reduced |
| Baader Bank INC | 1,700 | $540.1K | 0.04% | −21−1.2% | Reduced |
| Baird Financial Group, Inc. | 1,716 | $545.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,725 | $548.0K | 0.00% | +655+61.2% | Added |
| Concurrent Investment Advisors, LLC | 1,732 | $550.3K | 0.02% | +1,732 | New |
| Blueshift Asset Management, LLC | 1,797 | $570.9K | 0.30% | +1,797 | New |
| CIBC World Markets Inc. | 1,833 | $582.0K | 0.00% | −627−25.5% | Reduced |
| BayBridge Capital Group, LLC | 1,973 | $582.5K | 0.51% | −140−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,838 | $584.0K | 0.01% | +1,838 | New |
| Metropolitan Life Insurance Co | 1,859 | $590.6K | 0.03% | −149−7.4% | Reduced |