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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,268,799 | $403.1M | 0.09% | +13,817+1.1% | Added |
| Capital World Investors | 2,153,707 | $684.3M | 0.11% | +451,852+26.6% | Added |
| FMR LLC | 2,176,868 | $691.6M | 0.05% | +1,460,167+203.7% | Added |
| Vanguard Group Inc | 3,909,392 | $1.24B | 0.02% | −4,710−0.1% | Reduced |
| BlackRock Inc. | 4,482,218 | $1.42B | 0.03% | −324,971−6.8% | Reduced |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −151,989−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −101,427−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −85,819−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −85,011−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −51,793−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,409−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −19,434−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −14,080−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,502−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,679−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |