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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 351 | $106.7K | 0.01% | +42+13.6% | Added |
| Clearstead Advisors, LLC | 383 | $116.5K | 0.00% | +23+6.4% | Added |
| Virtus Fund Advisers, LLC | 396 | $120.4K | 0.48% | −155−28.1% | Reduced |
| Farther Finance Advisors, LLC | 431 | $127.1K | 0.01% | +379+728.8% | Added |
| Covestor Ltd | 434 | $132.0K | 0.09% | −81−15.7% | Reduced |
| AdvisorNet Financial, Inc | 481 | $146.3K | 0.01% | +235+95.5% | Added |
| Steward Partners Investment Advisory, LLC | 558 | $169.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 657 | $199.8K | 0.10% | +171+35.2% | Added |
| Inceptionr LLC | 668 | $203.2K | 0.06% | −2,273−77.3% | Reduced |
| Kestra Private Wealth Services, LLC | 684 | $207.9K | 0.00% | −2,564−78.9% | Reduced |
| Abel Hall, LLC | 684 | $208.2K | 0.15% | +41+6.4% | Added |
| Glenview Trust Co | 689 | $209.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 704 | $214.0K | 0.02% | −5,681−89.0% | Reduced |
| CAPROCK Group, Inc. | 705 | $214.4K | 0.01% | +63+9.8% | Added |
| L2 Asset Management, LLC | 707 | $215.0K | 0.06% | +707 | New |
| Encompass More Asset Management | 709 | $215.6K | 0.15% | +709 | New |
| Moody National Bank Trust Division | 711 | $216.2K | 0.02% | +711 | New |
| Dorsey & Whitney Trust CO LLC | 713 | $216.8K | 0.02% | −10−1.4% | Reduced |
| Strategic Blueprint, LLC | 725 | $220.5K | 0.01% | +17+2.4% | Added |
| Prosperity Financial Group, Inc. | 728 | $221.4K | 0.14% | +728 | New |
| Prelude Capital Management, LLC | 729 | $221.7K | 0.02% | +21+3.0% | Added |
| TD Private Client Wealth LLC | 748 | $227.5K | 0.01% | −35−4.5% | Reduced |
| Dakota Wealth Management | 757 | $230.2K | 0.01% | −340−31.0% | Reduced |
| IHT Wealth Management, LLC | 762 | $231.7K | 0.01% | +762 | New |
| Mayflower Financial Advisors, LLC | 764 | $232.3K | 0.04% | −19−2.4% | Reduced |
| Advisors Asset Management, Inc. | 764 | $232.3K | 0.00% | +764 | New |
| Spire Wealth Management | 769 | $233.8K | 0.01% | −81−9.5% | Reduced |
| CIBC Private Wealth Group, LLC | 777 | $234.6K | 0.00% | +353+83.3% | Added |
| Verdence Capital Advisors LLC | 773 | $235.1K | 0.02% | −14−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 784 | $238.4K | 0.02% | −657−45.6% | Reduced |
| Brown Advisory Inc | 790 | $240.3K | 0.00% | −11,699−93.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 790 | $240.3K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 807 | $245.4K | 0.01% | +807 | New |
| Ronald Blue Trust, Inc. | 780 | $247.8K | 0.00% | +157+25.2% | Added |
| Pinnacle Financial Partners Inc | 816 | $248.2K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 821 | $249.7K | 0.02% | +821 | New |
| Householder Group Estate & Retirement Specialist, LLC | 826 | $251.0K | 0.07% | +170+25.9% | Added |
| Steel Peak Wealth Management LLC | 831 | $252.7K | 0.01% | +831 | New |
| MAI Capital Management | 831 | $252.7K | 0.00% | +75+9.9% | Added |
| Forum Financial Management, LP | 832 | $253.0K | 0.00% | +4+0.5% | Added |
| NDVR, Inc. | 847 | $257.6K | 0.27% | −18−2.1% | Reduced |
| KBC Group NV | 853 | $259.0K | 0.00% | +67+8.5% | Added |
| Arcus Capital Partners, LLC | 853 | $259.4K | 0.10% | +853 | New |
| Semanteon Capital Management, LP | 861 | $261.8K | 0.19% | +861 | New |
| Rafferty Asset Management, LLC | 881 | $267.9K | 0.00% | +881 | New |
| Mount Yale Investment Advisors, LLC | 896 | $272.5K | 0.02% | −8−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 897 | $272.8K | 0.01% | −15−1.6% | Reduced |
| Evoke Wealth, LLC | 900 | $273.7K | 0.40% | +1+0.1% | Added |
| Knollwood Investment Advisory, LLC | 900 | $273.7K | 0.03% | +900 | New |
| Umb Bank N A | 914 | $278.0K | 0.00% | −1,037−53.2% | Reduced |
| Impact Partnership Wealth, LLC | 926 | $281.6K | 0.07% | −14−1.5% | Reduced |
| Syon Capital LLC | 930 | $282.8K | 0.03% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 933 | $283.7K | 0.06% | −15,833−94.4% | Reduced |
| Private Advisor Group, LLC | 945 | $287.5K | 0.00% | −283−23.0% | Reduced |
| Ibex Wealth Advisors | 956 | $290.6K | 0.05% | +956 | New |
| Gotham Asset Management, LLC | 966 | $293.8K | 0.00% | −8,244−89.5% | Reduced |
| CIBC Asset Management Inc | 1,008 | $306.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,011 | $307.5K | 0.00% | +1,011 | New |
| Profund Advisors LLC | 1,033 | $314.2K | 0.01% | −1,151−52.7% | Reduced |
| Principal Securities, Inc. | 1,038 | $315.7K | 0.01% | −299−22.4% | Reduced |
| Northstar Advisory Group, LLC | 1,038 | $315.7K | 0.18% | +1,038 | New |
| Principal Street Partners, LLC | 1,046 | $318.1K | 0.06% | +17+1.7% | Added |
| Harvest Investment Services, LLC | 1,057 | $321.5K | 0.13% | +1,057 | New |
| Canandaigua National Bank & Trust Co | 1,081 | $328.8K | 0.04% | −69−6.0% | Reduced |
| Benjamin Edwards Inc | 1,092 | $332.0K | 0.06% | −1,235−53.1% | Reduced |
| Lifestyle Asset Management, Inc. | 1,107 | $336.7K | 0.19% | +97+9.6% | Added |
| Nomura Holdings Inc | 1,110 | $337.6K | 0.00% | +1,110 | New |
| Capstone Investment Advisors, LLC | 1,128 | $343.0K | 0.01% | −710−38.6% | Reduced |
| Captrust Financial Advisors | 1,134 | $344.9K | 0.00% | −272−19.3% | Reduced |
| CWM Advisors, LLC | 1,143 | $347.6K | 0.04% | −2,790−70.9% | Reduced |
| Alps Advisors Inc | 1,163 | $353.7K | 0.00% | −4−0.3% | Reduced |
| Simplex Trading, LLC | 1,187 | $360.0K | 0.01% | −50−4.0% | Reduced |
| Raymond James Trust N.A. | 1,189 | $361.6K | 0.01% | −135−10.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,216 | $369.8K | 0.03% | +1,216 | New |
| Scotia Capital Inc. | 1,240 | $377.1K | 0.00% | −222−15.2% | Reduced |
| State of Wyoming | 1,254 | $381.4K | 0.06% | −664−34.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,340 | $394.6K | 0.00% | +433+47.7% | Added |
| Kingsview Wealth Management, LLC | 1,312 | $399.1K | 0.01% | +1,312 | New |
| Dark Forest Capital Management LP | 1,372 | $417.3K | 0.08% | +1,372 | New |
| We Are One Seven, LLC | 1,373 | $417.6K | 0.02% | −79−5.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,382 | $420.3K | 0.01% | +1,382 | New |
| Intrust Bank NA | 1,387 | $421.8K | 0.04% | −101−6.8% | Reduced |
| Shelton Capital Management | 1,402 | $426.4K | 0.01% | −138−9.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,427 | $434.0K | 0.01% | −11−0.8% | Reduced |
| Sawgrass Asset Management LLC | 1,441 | $438.2K | 0.05% | −134−8.5% | Reduced |
| Clear Street Markets LLC | 1,443 | $439.0K | 0.17% | +1,443 | New |
| Kestra Advisory Services, LLC | 1,548 | $440.4K | 0.00% | −1,729−52.8% | Reduced |
| SkyOak Wealth, LLC | 1,454 | $442.2K | 0.10% | −203−12.3% | Reduced |
| Lido Advisors, LLC | 1,456 | $442.8K | 0.00% | −120−7.6% | Reduced |
| Proficio Capital Partners LLC | 1,461 | $444.3K | 0.05% | −102−6.5% | Reduced |
| Quadrant Capital Group LLC | 1,464 | $445.2K | 0.03% | +102+7.5% | Added |
| City Center Advisors, LLC | 1,404 | $446.1K | 0.53% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,500 | $456.2K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,511 | $459.5K | 0.04% | −99−6.1% | Reduced |
| Headlands Technologies LLC | 1,536 | $467.1K | 0.05% | +1,332+652.9% | Added |
| Cresset Asset Management, LLC | 1,547 | $470.5K | 0.00% | +115+8.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,556 | $473.2K | 0.07% | +140+9.9% | Added |
| 9258 Wealth Management, LLC | 1,598 | $486.0K | 0.07% | −5−0.3% | Reduced |
| X-Square Capital, LLC | 1,600 | $487.0K | 0.23% | +1,600 | New |
| Azzad Asset Management Inc | 1,620 | $492.7K | 0.06% | +1,620 | New |