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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 3,178 | $967.0K | 0.02% | −305−8.8% | Reduced |
| US Bancorp | 3,151 | $958.3K | 0.00% | −1,074−25.4% | Reduced |
| Bridges Investment Management Inc | 3,072 | $934.3K | 0.01% | +3,072 | New |
| Strid Group, LLC | 3,048 | $927.0K | 0.15% | +241+8.6% | Added |
| Blueshift Asset Management, LLC | 3,004 | $913.6K | 0.31% | +1,207+67.2% | Added |
| Diversify Wealth Management, LLC | 2,996 | $901.6K | 0.11% | +2,996 | New |
| Jennison Associates LLC | 2,861 | $870.1K | 0.00% | +2,861 | New |
| Securian Asset Management, Inc | 2,814 | $855.8K | 0.02% | −100−3.4% | Reduced |
| Maryland State Retirement & Pension System | 2,738 | $832.7K | 0.02% | +2,738 | New |
| Private Advisory Group LLC | 2,652 | $806.5K | 0.11% | −311−10.5% | Reduced |
| West Tower Group, LLC | 2,628 | $799.2K | 2.16% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,620 | $796.8K | 0.03% | +7+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,348 | $714.1K | 0.06% | +2,348 | New |
| CIBC World Markets Inc. | 2,346 | $713.0K | 0.00% | +513+28.0% | Added |
| Cynosure Management, LLC | 2,338 | $711.0K | 0.11% | +2,338 | New |
| Smith Group Asset Management, LLC | 2,329 | $708.3K | 0.06% | +13+0.6% | Added |
| Cornerstone Investment Partners, LLC | 2,321 | $705.9K | 0.03% | −792−25.4% | Reduced |
| Calamos Advisors LLC | 2,274 | $691.6K | 0.00% | −1,679−42.5% | Reduced |
| Portside Wealth Group, LLC | 2,196 | $668.0K | 0.13% | −126−5.4% | Reduced |
| Gsa Capital Partners LLP | 2,186 | $665.0K | 0.05% | +2,186 | New |
| Integrated Wealth Concepts LLC | 2,139 | $650.4K | 0.01% | +966+82.4% | Added |
| Ifrah Financial Services, Inc. | 2,115 | $643.4K | 0.18% | −613−22.5% | Reduced |
| Coldstream Capital Management Inc | 2,091 | $635.9K | 0.02% | −306−12.8% | Reduced |
| Regions Financial Corp | 2,083 | $633.5K | 0.00% | −394−15.9% | Reduced |
| Pitcairn Co | 2,066 | $628.3K | 0.04% | −62−2.9% | Reduced |
| Aigen Investment Management, LP | 2,063 | $627.4K | 0.12% | +883+74.8% | Added |
| Commonwealth Equity Services, LLC | 2,063 | $627.0K | 0.00% | +632+44.2% | Added |
| Virtus Investment Advisers, Inc. | 2,049 | $623.1K | 0.53% | −996−32.7% | Reduced |
| Fifth Third Bancorp | 2,037 | $619.5K | 0.00% | −150−6.9% | Reduced |
| BayBridge Capital Group, LLC | 2,006 | $610.1K | 0.48% | +33+1.7% | Added |
| Diametric Capital, LP | 1,999 | $607.9K | 0.33% | +746+59.5% | Added |
| Illinois Municipal Retirement Fund | 1,998 | $607.6K | 0.01% | +1,998 | New |
| Evergreen Capital Management LLC | 1,997 | $607.3K | 0.02% | +28+1.4% | Added |
| Baird Financial Group, Inc. | 1,994 | $606.4K | 0.00% | +278+16.2% | Added |
| Sanctuary Advisors, LLC | 1,991 | $601.3K | 0.00% | +1,991 | New |
| Aviva PLC | 1,961 | $596.4K | 0.00% | −147−7.0% | Reduced |
| HighPoint Advisor Group LLC | 1,949 | $596.0K | 0.04% | +28+1.5% | Added |
| Avantax Advisory Services, Inc. | 1,940 | $589.9K | 0.00% | +1,940 | New |
| Axxcess Wealth Management, LLC | 1,933 | $587.9K | 0.02% | +1,283+197.4% | Added |
| Savant Capital, LLC | 1,917 | $583.0K | 0.01% | +261+15.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,911 | $581.1K | 0.00% | −1,041−35.3% | Reduced |
| HMS Capital Management, LLC | 1,907 | $580.0K | 0.30% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,903 | $578.7K | 0.03% | −1,789−48.5% | Reduced |
| Utah Retirement Systems | 1,900 | $577.8K | 0.01% | +1,900 | New |
| Consolidated Planning Corp | 1,898 | $577.3K | 0.10% | +534+39.1% | Added |
| Resources Investment Advisors, LLC. | 1,878 | $571.1K | 0.01% | +1,878 | New |
| GWM Advisors LLC | 1,849 | $562.6K | 0.00% | +419+29.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,813 | $551.5K | 0.00% | −137−7.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,793 | $546.0K | 0.04% | −175−8.9% | Reduced |
| Trust Point Inc. | 1,793 | $545.3K | 0.04% | −154−7.9% | Reduced |
| Verus Capital Partners, LLC | 1,752 | $532.8K | 0.06% | +205+13.3% | Added |
| Mount Lucas Management LP | 1,684 | $512.1K | 0.18% | +1,684 | New |
| Gibbs Wealth Management | 1,683 | $511.8K | 0.21% | +161+10.6% | Added |
| Diversify Advisory Services, LLC | 1,660 | $499.9K | 0.03% | −1,347−44.8% | Reduced |
| Occudo Quantitative Strategies LP | 1,622 | $493.3K | 0.09% | −3,881−70.5% | Reduced |
| Azzad Asset Management Inc | 1,620 | $492.7K | 0.06% | +1,620 | New |
| X-Square Capital, LLC | 1,600 | $487.0K | 0.23% | +1,600 | New |
| 9258 Wealth Management, LLC | 1,598 | $486.0K | 0.07% | −5−0.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,556 | $473.2K | 0.07% | +140+9.9% | Added |
| Cresset Asset Management, LLC | 1,547 | $470.5K | 0.00% | +115+8.0% | Added |
| Headlands Technologies LLC | 1,536 | $467.1K | 0.05% | +1,332+652.9% | Added |
| BTC Capital Management, Inc. | 1,511 | $459.5K | 0.04% | −99−6.1% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $456.2K | 0.07% | 00.0% | Unchanged |
| City Center Advisors, LLC | 1,404 | $446.1K | 0.53% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,464 | $445.2K | 0.03% | +102+7.5% | Added |
| Proficio Capital Partners LLC | 1,461 | $444.3K | 0.05% | −102−6.5% | Reduced |
| Lido Advisors, LLC | 1,456 | $442.8K | 0.00% | −120−7.6% | Reduced |
| SkyOak Wealth, LLC | 1,454 | $442.2K | 0.10% | −203−12.3% | Reduced |
| Kestra Advisory Services, LLC | 1,548 | $440.4K | 0.00% | −1,729−52.8% | Reduced |
| Clear Street Markets LLC | 1,443 | $439.0K | 0.17% | +1,443 | New |
| Sawgrass Asset Management LLC | 1,441 | $438.2K | 0.05% | −134−8.5% | Reduced |
| Sequoia Financial Advisors, LLC | 1,427 | $434.0K | 0.01% | −11−0.8% | Reduced |
| Shelton Capital Management | 1,402 | $426.4K | 0.01% | −138−9.0% | Reduced |
| Intrust Bank NA | 1,387 | $421.8K | 0.04% | −101−6.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,382 | $420.3K | 0.01% | +1,382 | New |
| We Are One Seven, LLC | 1,373 | $417.6K | 0.02% | −79−5.4% | Reduced |
| Dark Forest Capital Management LP | 1,372 | $417.3K | 0.08% | +1,372 | New |
| Kingsview Wealth Management, LLC | 1,312 | $399.1K | 0.01% | +1,312 | New |
| TD Waterhouse Canada Inc. | 1,340 | $394.6K | 0.00% | +433+47.7% | Added |
| State of Wyoming | 1,254 | $381.4K | 0.06% | −664−34.6% | Reduced |
| Scotia Capital Inc. | 1,240 | $377.1K | 0.00% | −222−15.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,216 | $369.8K | 0.03% | +1,216 | New |
| Raymond James Trust N.A. | 1,189 | $361.6K | 0.01% | −135−10.2% | Reduced |
| Simplex Trading, LLC | 1,187 | $360.0K | 0.01% | −50−4.0% | Reduced |
| Alps Advisors Inc | 1,163 | $353.7K | 0.00% | −4−0.3% | Reduced |
| CWM Advisors, LLC | 1,143 | $347.6K | 0.04% | −2,790−70.9% | Reduced |
| Captrust Financial Advisors | 1,134 | $344.9K | 0.00% | −272−19.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,128 | $343.0K | 0.01% | −710−38.6% | Reduced |
| Nomura Holdings Inc | 1,110 | $337.6K | 0.00% | +1,110 | New |
| Lifestyle Asset Management, Inc. | 1,107 | $336.7K | 0.19% | +97+9.6% | Added |
| Benjamin Edwards Inc | 1,092 | $332.0K | 0.06% | −1,235−53.1% | Reduced |
| Canandaigua National Bank & Trust Co | 1,081 | $328.8K | 0.04% | −69−6.0% | Reduced |
| Harvest Investment Services, LLC | 1,057 | $321.5K | 0.13% | +1,057 | New |
| Principal Street Partners, LLC | 1,046 | $318.1K | 0.06% | +17+1.7% | Added |
| 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 |
| Profund Advisors LLC | 1,033 | $314.2K | 0.01% | −1,151−52.7% | Reduced |
| CI Private Wealth, LLC | 1,011 | $307.5K | 0.00% | +1,011 | New |
| CIBC Asset Management Inc | 1,008 | $306.6K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 966 | $293.8K | 0.00% | −8,244−89.5% | Reduced |