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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,951 | $619.9K | 0.01% | −115−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,950 | $619.7K | 0.00% | −450−18.8% | Reduced |
| Trust Point Inc. | 1,947 | $618.6K | 0.05% | −1,922−49.7% | Reduced |
| State of Wyoming | 1,918 | $609.4K | 0.10% | −446−18.9% | Reduced |
| HMS Capital Management, LLC | 1,907 | $605.9K | 0.34% | +115+6.4% | Added |
| Metropolitan Life Insurance Co | 1,859 | $590.6K | 0.03% | −149−7.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,838 | $584.0K | 0.01% | +1,838 | New |
| BayBridge Capital Group, LLC | 1,973 | $582.5K | 0.51% | −140−6.6% | Reduced |
| CIBC World Markets Inc. | 1,833 | $582.0K | 0.00% | −627−25.5% | Reduced |
| Blueshift Asset Management, LLC | 1,797 | $570.9K | 0.30% | +1,797 | New |
| Concurrent Investment Advisors, LLC | 1,732 | $550.3K | 0.02% | +1,732 | New |
| SG Americas Securities, LLC | 1,725 | $548.0K | 0.00% | +655+61.2% | Added |
| Baird Financial Group, Inc. | 1,716 | $545.2K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 1,700 | $540.1K | 0.04% | −21−1.2% | Reduced |
| SkyOak Wealth, LLC | 1,657 | $526.4K | 0.13% | −112−6.3% | Reduced |
| Savant Capital, LLC | 1,656 | $526.1K | 0.01% | +1,656 | 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 |
| BTC Capital Management, Inc. | 1,610 | $511.5K | 0.05% | +1,610 | New |
| 9258 Wealth Management, LLC | 1,603 | $509.3K | 0.08% | −6−0.4% | Reduced |
| Yorktown Management & Research Co Inc | 1,600 | $508.3K | 0.48% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,576 | $500.7K | 0.00% | +55+3.6% | Added |
| Sawgrass Asset Management LLC | 1,575 | $500.4K | 0.05% | −1,045−39.9% | Reduced |
| Proficio Capital Partners LLC | 1,563 | $496.6K | 0.05% | −134−7.9% | Reduced |
| Verus Capital Partners, LLC | 1,547 | $491.5K | 0.05% | +110+7.7% | Added |
| Vestcor Inc | 1,546 | $491.0K | 0.02% | −3,715−70.6% | Reduced |
| Shelton Capital Management | 1,540 | $489.3K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,522 | $483.6K | 0.28% | +1,522 | New |
| Sanders Morris Harris LLC | 1,500 | $476.6K | 0.09% | +1,500 | New |
| Intrust Bank NA | 1,488 | $472.8K | 0.05% | −24−1.6% | Reduced |
| Walleye Capital LLC | 1,474 | $468.3K | 0.01% | +1,474 | New |
| Trexquant Investment LP | 1,472 | $467.7K | 0.01% | −9,936−87.1% | Reduced |
| Scotia Capital Inc. | 1,462 | $464.5K | 0.00% | +462+46.2% | Added |
| We Are One Seven, LLC | 1,452 | $461.3K | 0.02% | +1,452 | New |
| Sound View Wealth Advisors Group, LLC | 1,441 | $457.8K | 0.05% | +7+0.5% | Added |
| Sequoia Financial Advisors, LLC | 1,438 | $456.9K | 0.01% | −102−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,431 | $455.0K | 0.00% | −53−3.6% | Reduced |
| Cresset Asset Management, LLC | 1,432 | $455.0K | 0.00% | +78+5.8% | Added |
| GWM Advisors LLC | 1,430 | $454.5K | 0.00% | +827+137.1% | Added |
| Shell Asset Management Co | 1,487 | $452.0K | 0.02% | +332+28.7% | Added |
| Linden Thomas Advisory Services, LLC | 1,416 | $449.9K | 0.07% | −969−40.6% | Reduced |
| Captrust Financial Advisors | 1,406 | $446.7K | 0.00% | −958−40.5% | Reduced |
| City Center Advisors, LLC | 1,404 | $446.1K | 0.53% | +1,404 | New |
| Consolidated Planning Corp | 1,364 | $433.4K | 0.07% | +1,364 | New |
| Quadrant Capital Group LLC | 1,362 | $432.7K | 0.03% | −9−0.7% | Reduced |
| Versor Investments LP | 1,353 | $429.9K | 0.09% | +5+0.4% | Added |
| Principal Securities, Inc. | 1,337 | $424.8K | 0.01% | +772+136.6% | Added |
| Raymond James Trust N.A. | 1,324 | $420.6K | 0.01% | −171−11.4% | Reduced |
| Duality Advisers, LP | 1,286 | $408.6K | 0.04% | +1,286 | New |
| Benjamin F. Edwards & Company, Inc. | 1,255 | $399.0K | 0.01% | +1,136+954.6% | Added |
| Diametric Capital, LP | 1,253 | $398.1K | 0.22% | −1,824−59.3% | Reduced |
| Simplex Trading, LLC | 1,237 | $393.0K | 0.01% | +1,237 | New |
| Private Advisor Group, LLC | 1,228 | $390.2K | 0.00% | −215−14.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,228 | $390.1K | 0.04% | +1,228 | New |
| Aigen Investment Management, LP | 1,180 | $374.9K | 0.08% | −15−1.3% | Reduced |
| KLR Investment Advisors, LLC | 1,268 | $374.4K | 0.27% | −724−36.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,173 | $372.7K | 0.01% | +1,173 | New |
| Alps Advisors Inc | 1,167 | $370.8K | 0.00% | −527−31.1% | Reduced |
| Canandaigua National Bank & Trust Co | 1,150 | $365.4K | 0.05% | −56−4.6% | Reduced |
| Edge Financial Advisors LLC | 1,101 | $349.8K | 0.31% | +1,101 | New |
| First Hawaiian Bank | 1,098 | $348.8K | 0.01% | −357−24.5% | Reduced |
| Dakota Wealth Management | 1,097 | $348.5K | 0.01% | −228−17.2% | Reduced |
| Apollon Wealth Management, LLC | 1,062 | $337.4K | 0.01% | −93−8.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,058 | $336.1K | 0.00% | +1,058 | New |
| Corton Capital Inc. | 1,041 | $330.7K | 0.12% | −438−29.6% | Reduced |
| Principal Street Partners, LLC | 1,029 | $328.7K | 0.06% | +1,029 | New |
| Personal Cfo Solutions, LLC | 1,010 | $321.1K | 0.05% | +1+0.1% | Added |
| Lifestyle Asset Management, Inc. | 1,010 | $320.9K | 0.19% | −67−6.2% | Reduced |
| CIBC Asset Management Inc | 1,008 | $320.3K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 1,002 | $318.3K | 0.03% | +1,002 | 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 985 | $313.0K | 0.00% | +985 | New |
| FirstPurpose Wealth LLC | 1,005 | $305.3K | 0.11% | −128−11.3% | Reduced |
| Point72 (DIFC) Ltd | 950 | $301.9K | 0.02% | +950 | New |
| Impact Partnership Wealth, LLC | 940 | $298.6K | 0.12% | −19−2.0% | Reduced |
| Syon Capital LLC | 930 | $295.5K | 0.03% | +930 | New |
| Meiji Yasuda Asset Management Co Ltd. | 912 | $289.8K | 0.01% | +912 | New |
| Mount Yale Investment Advisors, LLC | 904 | $287.3K | 0.02% | −447−33.1% | Reduced |
| Evoke Wealth, LLC | 899 | $285.6K | 0.01% | +899 | New |
| TD Waterhouse Canada Inc. | 907 | $285.6K | 0.00% | +44+5.1% | Added |
| Choate Investment Advisors | 883 | $280.5K | 0.01% | +883 | New |
| NDVR, Inc. | 865 | $274.8K | 0.26% | +865 | New |
| Thompson Davis & Co., Inc. | 860 | $273.2K | 0.19% | +860 | New |
| Spire Wealth Management | 850 | $270.1K | 0.01% | +550+183.3% | Added |
| Bridgefront Capital, LLC | 843 | $267.8K | 0.20% | −282−25.1% | Reduced |
| Forum Financial Management, LP | 828 | $263.1K | 0.00% | +828 | New |
| Counterpoint Mutual Funds LLC | 821 | $260.8K | 0.06% | +821 | New |
| Integrated Advisors Network LLC | 817 | $259.6K | 0.01% | +817 | New |
| Pinnacle Financial Partners Inc | 816 | $259.3K | 0.01% | +816 | New |
| Cyndeo Wealth Partners, LLC | 790 | $251.0K | 0.02% | +790 | New |
| Verdence Capital Advisors LLC | 787 | $250.1K | 0.02% | +787 | New |
| KBC Group NV | 786 | $250.0K | 0.00% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 784 | $249.1K | 0.13% | +784 | New |
| TD Private Client Wealth LLC | 783 | $248.8K | 0.01% | −168−17.7% | Reduced |
| Mayflower Financial Advisors, LLC | 783 | $248.7K | 0.04% | +783 | New |
| Cambridge Investment Research Advisors, Inc. | 764 | $243.0K | 0.00% | +764 | New |
| MAI Capital Management | 756 | $240.2K | 0.00% | +756 | New |
| Vinva Investment Management Ltd | 475 | $231.3K | 0.01% | +475 | New |
| Oversea-Chinese Banking CORP Ltd | 726 | $230.7K | 0.01% | +726 | New |