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Livermore
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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
Hanseatic Management Services Inc42$12.8K0.02%00.0%Unchanged
Raffa Wealth Management, LLC39$11.9K0.00%00.0%Unchanged
Quarry LP38$11.6K0.00%−28−42.4%Reduced
LGT Financial Advisors LLC37$11.3K0.02%00.0%Unchanged
NBC Securities, Inc.37$11.0K0.00%+9+32.1%Added
Front Row Advisors LLC34$10.3K0.00%−12−26.1%Reduced
JFS Wealth Advisors, LLC33$10.0K0.00%00.0%Unchanged
St Germain D J Co Inc33$10.0K0.00%+33New
Amundi31$9.67K0.00%+31New
Huntington National Bank28$8.51K0.00%+3+12.0%Added
Colonial Trust Co26$8.21K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC27$8.21K0.00%00.0%Unchanged
Versant Capital Management, Inc26$7.91K0.00%+20+333.3%Added
Davidson Capital Management Inc.25$7.60K0.00%−6−19.4%Reduced
Hillsdale Investment Management Inc.25$7.60K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$7.60K0.00%00.0%Unchanged
Meeder Asset Management Inc25$7.60K0.00%+18+257.1%Added
Triad Wealth Partners, LLC25$7.60K0.00%+25New
LRI Investments, LLC24$7.35K0.00%+24New
Ridgewood Investments LLC22$6.81K0.00%+22New
Manchester Capital Management LLC18$5.47K0.00%+1+5.9%Added
Cape Investment Advisory, Inc.18$5.47K0.00%+13+260.0%Added
Allworth Financial LP17$5.17K0.00%+5+41.7%Added
Gilliland Jeter Wealth Management LLC17$5.17K0.00%00.0%Unchanged
Cohen & Steers, Inc.15$5.00K0.00%+15New
Institutional & Family Asset Management, LLC16$4.87K0.00%−1−5.9%Reduced
Private Wealth Management Group, LLC16$4.87K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$4.87K0.00%+16New
Financial Network Wealth Advisors LLC16$4.87K0.00%+16New
First Financial Corp16$4.87K0.00%00.0%Unchanged
Mather Group, LLC.15$4.77K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$4.56K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$4.56K0.00%−3−16.7%Reduced
Rothschild Investment LLC13$3.95K0.00%+10+333.3%Added
DiNuzzo Private Wealth, Inc.11$3.35K0.00%+1+10.0%Added
Annis Gardner Whiting Capital Advisors, LLC10$3.04K0.00%+10New
MB, Levis & Associates, LLC10$3.04K0.00%+10New
Provenance Wealth Advisors, LLC9$2.74K0.00%00.0%Unchanged
Jones Financial Companies LLLP9$2.74K0.00%+9New
First Pacific Financial8$2.43K0.00%+8New
Continuum Advisory, LLC8$2.43K0.00%+8New
Toth Financial Advisory Corp6$1.82K0.00%+6New
Johnson Financial Group, Inc.6$1.82K0.00%+6New
Valued Wealth Advisors LLC5$1.52K0.00%00.0%Unchanged
Rakuten Securities, Inc.5$1.52K0.00%+2+66.7%Added
Horizon Investments, LLC5$1.52K0.00%+5New
EverSource Wealth Advisors, LLC4$1.33K0.00%+3+300.0%Added
Albion Financial Group4$1.22K0.00%00.0%Unchanged
Sachetta, LLC3$9180.00%+3New
PEAK6 Investments LLC2$7050.00%−1−33.3%Reduced
Hexagon Capital Partners LLC2$6090.00%00.0%Unchanged
SRS Capital Advisors, Inc.2$6090.00%+2New
TFC Financial Management1$3050.00%+1New
Pineridge Advisors LLC1$3040.00%+1New
McClarren Financial Advisors, Inc.304$00.00%+301+10,033.3%Added
GFI Investment Counsel Ltd.0$00.00%−254,746−100.0%Sold out
American International Group, Inc.0$00.00%−64,304−100.0%Sold out
Texas Permanent School Fund0$00.00%−31,166−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−18,300−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−16,783−100.0%Sold out
Penserra Capital Management LLC0$00.00%−10,672−100.0%Sold out
Naples Money Management LLC0$00.00%−10,600−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,090−100.0%Sold out
Hiddenite Capital Partners LP0$00.00%−7,550−100.0%Sold out
1832 Asset Management L.P.0$00.00%−7,500−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−7,300−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−15,382−100.0%Sold out
Nebula Research & Development LLC0$00.00%−5,628−100.0%Sold out
Entropy Technologies, LP0$00.00%−5,077−100.0%Sold out
Change Path, LLC0$00.00%−3,287−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−2,500−100.0%Sold out
Glenmede Trust Co NA0$00.00%−2,067−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,859−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−1,732−100.0%Sold out
Baader Bank INC0$00.00%−1,700−100.0%Sold out
PFG Advisors0$00.00%−1,655−100.0%Sold out
AXS Investments LLC0$00.00%−1,655−100.0%Sold out
Duality Advisers, LP0$00.00%−1,286−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,228−100.0%Sold out
Edge Financial Advisors LLC0$00.00%−1,101−100.0%Sold out
First Hawaiian Bank0$00.00%−1,098−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−1,062−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−1,058−100.0%Sold out
Corton Capital Inc.0$00.00%−1,041−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−1,010−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−1,000−100.0%Sold out
Choate Investment Advisors0$00.00%−883−100.0%Sold out
Thompson Davis & Co., Inc.0$00.00%−860−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−843−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−821−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−817−100.0%Sold out
Central Valley Advisors, LLC0$00.00%−784−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−475−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−726−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−703−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−672−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−652−100.0%Sold out
Origin Asset Management LLP0$00.00%−650−100.0%Sold out
One Wealth Management Investment & Advisory Services, LLC0$00.00%−644−100.0%Sold out
Armistice Capital, LLC0$00.00%−639−100.0%Sold out