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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 956 | $290.6K | 0.05% | +956 | New |
| Private Advisor Group, LLC | 945 | $287.5K | 0.00% | −283−23.0% | Reduced |
| Moody Aldrich Partners LLC | 933 | $283.7K | 0.06% | −15,833−94.4% | Reduced |
| Syon Capital LLC | 930 | $282.8K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 926 | $281.6K | 0.07% | −14−1.5% | Reduced |
| Umb Bank N A | 914 | $278.0K | 0.00% | −1,037−53.2% | Reduced |
| Evoke Wealth, LLC | 900 | $273.7K | 0.40% | +1+0.1% | Added |
| Knollwood Investment Advisory, LLC | 900 | $273.7K | 0.03% | +900 | New |
| Meiji Yasuda Asset Management Co Ltd. | 897 | $272.8K | 0.01% | −15−1.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 896 | $272.5K | 0.02% | −8−0.9% | Reduced |
| Rafferty Asset Management, LLC | 881 | $267.9K | 0.00% | +881 | New |
| Semanteon Capital Management, LP | 861 | $261.8K | 0.19% | +861 | New |
| Arcus Capital Partners, LLC | 853 | $259.4K | 0.10% | +853 | New |
| KBC Group NV | 853 | $259.0K | 0.00% | +67+8.5% | Added |
| NDVR, Inc. | 847 | $257.6K | 0.27% | −18−2.1% | Reduced |
| Forum Financial Management, LP | 832 | $253.0K | 0.00% | +4+0.5% | Added |
| MAI Capital Management | 831 | $252.7K | 0.00% | +75+9.9% | Added |
| Steel Peak Wealth Management LLC | 831 | $252.7K | 0.01% | +831 | New |
| Householder Group Estate & Retirement Specialist, LLC | 826 | $251.0K | 0.07% | +170+25.9% | Added |
| Veriti Management LLC | 821 | $249.7K | 0.02% | +821 | New |
| Pinnacle Financial Partners Inc | 816 | $248.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 780 | $247.8K | 0.00% | +157+25.2% | Added |
| Old National Bancorp | 807 | $245.4K | 0.01% | +807 | New |
| 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 |
| Sound View Wealth Advisors Group, LLC | 784 | $238.4K | 0.02% | −657−45.6% | Reduced |
| Verdence Capital Advisors LLC | 773 | $235.1K | 0.02% | −14−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 777 | $234.6K | 0.00% | +353+83.3% | Added |
| Spire Wealth Management | 769 | $233.8K | 0.01% | −81−9.5% | Reduced |
| Advisors Asset Management, Inc. | 764 | $232.3K | 0.00% | +764 | New |
| Mayflower Financial Advisors, LLC | 764 | $232.3K | 0.04% | −19−2.4% | Reduced |
| IHT Wealth Management, LLC | 762 | $231.7K | 0.01% | +762 | New |
| Dakota Wealth Management | 757 | $230.2K | 0.01% | −340−31.0% | Reduced |
| TD Private Client Wealth LLC | 748 | $227.5K | 0.01% | −35−4.5% | Reduced |
| Prelude Capital Management, LLC | 729 | $221.7K | 0.02% | +21+3.0% | Added |
| Prosperity Financial Group, Inc. | 728 | $221.4K | 0.14% | +728 | New |
| Strategic Blueprint, LLC | 725 | $220.5K | 0.01% | +17+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 713 | $216.8K | 0.02% | −10−1.4% | Reduced |
| Moody National Bank Trust Division | 711 | $216.2K | 0.02% | +711 | New |
| Encompass More Asset Management | 709 | $215.6K | 0.15% | +709 | New |
| L2 Asset Management, LLC | 707 | $215.0K | 0.06% | +707 | New |
| CAPROCK Group, Inc. | 705 | $214.4K | 0.01% | +63+9.8% | Added |
| PFG Investments, LLC | 704 | $214.0K | 0.02% | −5,681−89.0% | Reduced |
| Glenview Trust Co | 689 | $209.5K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 684 | $208.2K | 0.15% | +41+6.4% | Added |
| Kestra Private Wealth Services, LLC | 684 | $207.9K | 0.00% | −2,564−78.9% | Reduced |
| Inceptionr LLC | 668 | $203.2K | 0.06% | −2,273−77.3% | Reduced |
| Gen-Wealth Partners Inc | 657 | $199.8K | 0.10% | +171+35.2% | Added |
| Steward Partners Investment Advisory, LLC | 558 | $169.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 481 | $146.3K | 0.01% | +235+95.5% | Added |
| Covestor Ltd | 434 | $132.0K | 0.09% | −81−15.7% | Reduced |
| Farther Finance Advisors, LLC | 431 | $127.1K | 0.01% | +379+728.8% | Added |
| Virtus Fund Advisers, LLC | 396 | $120.4K | 0.48% | −155−28.1% | Reduced |
| Clearstead Advisors, LLC | 383 | $116.5K | 0.00% | +23+6.4% | Added |
| GAMMA Investing LLC | 351 | $106.7K | 0.01% | +42+13.6% | Added |
| Sunbelt Securities, Inc. | 350 | $106.4K | 0.01% | +63+22.0% | Added |
| Castleview Partners, LLC | 349 | $106.1K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 345 | $104.9K | 0.00% | −51−12.9% | Reduced |
| EntryPoint Capital, LLC | 336 | $102.2K | 0.05% | +143+74.1% | Added |
| Proequities, Inc. | 294 | $89.4K | 0.01% | −160−35.2% | Reduced |
| AlphaCentric Advisors LLC | 258 | $78.5K | 0.06% | +258 | New |
| Coston, McIsaac & Partners | 232 | $70.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 218 | $66.0K | 0.00% | +82+60.3% | Added |
| National Bank of Canada | 212 | $62.4K | 0.00% | +149+236.5% | Added |
| IFP Advisors, Inc | 205 | $62.3K | 0.00% | +173+540.6% | Added |
| Parkside Financial Bank & Trust | 201 | $61.1K | 0.01% | −157−43.9% | Reduced |
| Assetmark, Inc | 158 | $48.1K | 0.00% | −42−21.0% | Reduced |
| Byrne Asset Management LLC | 147 | $46.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 150 | $45.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 141 | $42.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 138 | $42.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $41.7K | 0.00% | −5−3.5% | Reduced |
| Opal Wealth Advisors, LLC | 135 | $41.1K | 0.01% | +135 | New |
| Walleye Trading LLC | 122 | $37.1K | 0.00% | +122 | New |
| Massmutual Trust Co FSB | 118 | $35.9K | 0.00% | +9+8.3% | Added |
| Kelly Financial Services LLC | 116 | $35.4K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 86 | $26.2K | 0.01% | −48−35.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 85 | $26.0K | 0.00% | −1,170−93.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 81 | $25.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $25.5K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 83 | $25.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 79 | $24.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 77 | $23.4K | 0.01% | +77 | New |
| Barrett & Company, Inc. | 75 | $22.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $22.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $22.8K | 0.00% | +39+108.3% | Added |
| Stone House Investment Management, LLC | 72 | $21.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 72 | $21.9K | 0.00% | +72 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $21.0K | 0.00% | +49+245.0% | Added |
| Contravisory Investment Management, Inc. | 67 | $20.4K | 0.00% | −8−10.7% | Reduced |
| Crewe Advisors LLC | 63 | $19.2K | 0.00% | +41+186.4% | Added |
| Sound Income Strategies, LLC | 57 | $17.3K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 55 | $17.0K | 0.00% | +55 | New |
| Lindbrook Capital, LLC | 51 | $15.5K | 0.00% | +1+2.0% | Added |
| Riggs Asset Managment Co. Inc. | 51 | $15.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $15.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $14.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 48 | $14.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 43 | $13.6K | 0.00% | +43 | New |
| Frazier Financial Advisors, LLC | 44 | $13.4K | 0.01% | +18+69.2% | Added |