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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, Q2 2024

Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
555
+55 vs. Q1 2024
Shares held
34.4M
−187.5K (−0.5%) vs. Q1 2024
Total value
$10.5B
−$518.8M (−4.7%) vs. Q1 2024
New holders
106
178 more added
Sold out
51
211 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 555 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 heldQ2 2024: $10.5B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2024.

Institutions holding FIX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC351$106.7K0.01%+42+13.6%Added
Clearstead Advisors, LLC383$116.5K0.00%+23+6.4%Added
Virtus Fund Advisers, LLC396$120.4K0.48%−155−28.1%Reduced
Farther Finance Advisors, LLC431$127.1K0.01%+379+728.8%Added
Covestor Ltd434$132.0K0.09%−81−15.7%Reduced
AdvisorNet Financial, Inc481$146.3K0.01%+235+95.5%Added
Steward Partners Investment Advisory, LLC558$169.7K0.00%00.0%Unchanged
Gen-Wealth Partners Inc657$199.8K0.10%+171+35.2%Added
Inceptionr LLC668$203.2K0.06%−2,273−77.3%Reduced
Kestra Private Wealth Services, LLC684$207.9K0.00%−2,564−78.9%Reduced
Abel Hall, LLC684$208.2K0.15%+41+6.4%Added
Glenview Trust Co689$209.5K0.00%00.0%Unchanged
PFG Investments, LLC704$214.0K0.02%−5,681−89.0%Reduced
CAPROCK Group, Inc.705$214.4K0.01%+63+9.8%Added
L2 Asset Management, LLC707$215.0K0.06%+707New
Encompass More Asset Management709$215.6K0.15%+709New
Moody National Bank Trust Division711$216.2K0.02%+711New
Dorsey & Whitney Trust CO LLC713$216.8K0.02%−10−1.4%Reduced
Strategic Blueprint, LLC725$220.5K0.01%+17+2.4%Added
Prosperity Financial Group, Inc.728$221.4K0.14%+728New
Prelude Capital Management, LLC729$221.7K0.02%+21+3.0%Added
TD Private Client Wealth LLC748$227.5K0.01%−35−4.5%Reduced
Dakota Wealth Management757$230.2K0.01%−340−31.0%Reduced
IHT Wealth Management, LLC762$231.7K0.01%+762New
Mayflower Financial Advisors, LLC764$232.3K0.04%−19−2.4%Reduced
Advisors Asset Management, Inc.764$232.3K0.00%+764New
Spire Wealth Management769$233.8K0.01%−81−9.5%Reduced
CIBC Private Wealth Group, LLC777$234.6K0.00%+353+83.3%Added
Verdence Capital Advisors LLC773$235.1K0.02%−14−1.8%Reduced
Sound View Wealth Advisors Group, LLC784$238.4K0.02%−657−45.6%Reduced
Brown Advisory Inc790$240.3K0.00%−11,699−93.7%Reduced
Cyndeo Wealth Partners, LLC790$240.3K0.02%00.0%Unchanged
Old National Bancorp807$245.4K0.01%+807New
Ronald Blue Trust, Inc.780$247.8K0.00%+157+25.2%Added
Pinnacle Financial Partners Inc816$248.2K0.01%00.0%Unchanged
Veriti Management LLC821$249.7K0.02%+821New
Householder Group Estate & Retirement Specialist, LLC826$251.0K0.07%+170+25.9%Added
Steel Peak Wealth Management LLC831$252.7K0.01%+831New
MAI Capital Management831$252.7K0.00%+75+9.9%Added
Forum Financial Management, LP832$253.0K0.00%+4+0.5%Added
NDVR, Inc.847$257.6K0.27%−18−2.1%Reduced
KBC Group NV853$259.0K0.00%+67+8.5%Added
Arcus Capital Partners, LLC853$259.4K0.10%+853New
Semanteon Capital Management, LP861$261.8K0.19%+861New
Rafferty Asset Management, LLC881$267.9K0.00%+881New
Mount Yale Investment Advisors, LLC896$272.5K0.02%−8−0.9%Reduced
Meiji Yasuda Asset Management Co Ltd.897$272.8K0.01%−15−1.6%Reduced
Evoke Wealth, LLC900$273.7K0.40%+1+0.1%Added
Knollwood Investment Advisory, LLC900$273.7K0.03%+900New
Umb Bank N A914$278.0K0.00%−1,037−53.2%Reduced
Impact Partnership Wealth, LLC926$281.6K0.07%−14−1.5%Reduced
Syon Capital LLC930$282.8K0.03%00.0%Unchanged
Moody Aldrich Partners LLC933$283.7K0.06%−15,833−94.4%Reduced
Private Advisor Group, LLC945$287.5K0.00%−283−23.0%Reduced
Ibex Wealth Advisors956$290.6K0.05%+956New
Gotham Asset Management, LLC966$293.8K0.00%−8,244−89.5%Reduced
CIBC Asset Management Inc1,008$306.6K0.00%00.0%Unchanged
CI Private Wealth, LLC1,011$307.5K0.00%+1,011New
Profund Advisors LLC1,033$314.2K0.01%−1,151−52.7%Reduced
Principal Securities, Inc.1,038$315.7K0.01%−299−22.4%Reduced
Northstar Advisory Group, LLC1,038$315.7K0.18%+1,038New
Principal Street Partners, LLC1,046$318.1K0.06%+17+1.7%Added
Harvest Investment Services, LLC1,057$321.5K0.13%+1,057New
Canandaigua National Bank & Trust Co1,081$328.8K0.04%−69−6.0%Reduced
Benjamin Edwards Inc1,092$332.0K0.06%−1,235−53.1%Reduced
Lifestyle Asset Management, Inc.1,107$336.7K0.19%+97+9.6%Added
Nomura Holdings Inc1,110$337.6K0.00%+1,110New
Capstone Investment Advisors, LLC1,128$343.0K0.01%−710−38.6%Reduced
Captrust Financial Advisors1,134$344.9K0.00%−272−19.3%Reduced
CWM Advisors, LLC1,143$347.6K0.04%−2,790−70.9%Reduced
Alps Advisors Inc1,163$353.7K0.00%−4−0.3%Reduced
Simplex Trading, LLC1,187$360.0K0.01%−50−4.0%Reduced
Raymond James Trust N.A.1,189$361.6K0.01%−135−10.2%Reduced
Fifth Third Wealth Advisors LLC1,216$369.8K0.03%+1,216New
Scotia Capital Inc.1,240$377.1K0.00%−222−15.2%Reduced
State of Wyoming1,254$381.4K0.06%−664−34.6%Reduced
TD Waterhouse Canada Inc.1,340$394.6K0.00%+433+47.7%Added
Kingsview Wealth Management, LLC1,312$399.1K0.01%+1,312New
Dark Forest Capital Management LP1,372$417.3K0.08%+1,372New
We Are One Seven, LLC1,373$417.6K0.02%−79−5.4%Reduced
Exchange Traded Concepts, LLC1,382$420.3K0.01%+1,382New
Intrust Bank NA1,387$421.8K0.04%−101−6.8%Reduced
Shelton Capital Management1,402$426.4K0.01%−138−9.0%Reduced
Sequoia Financial Advisors, LLC1,427$434.0K0.01%−11−0.8%Reduced
Sawgrass Asset Management LLC1,441$438.2K0.05%−134−8.5%Reduced
Clear Street Markets LLC1,443$439.0K0.17%+1,443New
Kestra Advisory Services, LLC1,548$440.4K0.00%−1,729−52.8%Reduced
SkyOak Wealth, LLC1,454$442.2K0.10%−203−12.3%Reduced
Lido Advisors, LLC1,456$442.8K0.00%−120−7.6%Reduced
Proficio Capital Partners LLC1,461$444.3K0.05%−102−6.5%Reduced
Quadrant Capital Group LLC1,464$445.2K0.03%+102+7.5%Added
City Center Advisors, LLC1,404$446.1K0.53%00.0%Unchanged
Sanders Morris Harris LLC1,500$456.2K0.07%00.0%Unchanged
BTC Capital Management, Inc.1,511$459.5K0.04%−99−6.1%Reduced
Headlands Technologies LLC1,536$467.1K0.05%+1,332+652.9%Added
Cresset Asset Management, LLC1,547$470.5K0.00%+115+8.0%Added
Linden Thomas Advisory Services, LLC1,556$473.2K0.07%+140+9.9%Added
9258 Wealth Management, LLC1,598$486.0K0.07%−5−0.3%Reduced
X-Square Capital, LLC1,600$487.0K0.23%+1,600New
Azzad Asset Management Inc1,620$492.7K0.06%+1,620New