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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, Q3 2024

Institutional positions in Comfort Systems USA Inc as of Sep 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
591
+40 vs. Q2 2024
Shares held
33.4M
+3.75M (+12.6%) vs. Q2 2024
Total value
$13.1B
+$4.03B (+44.6%) vs. Q2 2024
New holders
106
203 more added
Sold out
66
217 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 591 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 heldQ3 2024: $13.1B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2024.

Institutions holding FIX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Performance Advisors LLP227$88.6K0.03%+227New
Coston, McIsaac & Partners232$90.0K0.03%00.0%Unchanged
AlphaCentric Advisors LLC251$98.0K0.07%−7−2.7%Reduced
Rakuten Securities, Inc.286$111.6K0.05%+281+5,620.0%Added
Parallel Advisors, LLC342$133.6K0.00%+205+149.6%Added
Castleview Partners, LLC349$136.2K0.08%00.0%Unchanged
Millburn Ridgefield Corp370$144.4K0.00%+370New
Signaturefd, LLC377$147.2K0.00%+32+9.3%Added
Virtus Fund Advisers, LLC396$154.6K0.63%00.0%Unchanged
Clearstead Advisors, LLC405$158.1K0.00%+22+5.7%Added
Sunbelt Securities, Inc.429$167.5K0.02%+79+22.6%Added
Covestor Ltd465$182.0K0.11%+31+7.1%Added
AdvisorNet Financial, Inc481$187.8K0.01%00.0%Unchanged
Prosperity Financial Group, Inc.513$200.3K0.11%−215−29.5%Reduced
Net Worth Advisory Group521$203.3K0.06%+521New
Mindset Wealth Management, LLC525$204.9K0.08%+525New
Wiley Bros.-Aintree Capital, LLC539$210.4K0.00%+539New
Origin Asset Management LLP540$210.8K0.10%+540New
Ashton Thomas Private Wealth, LLC543$212.0K0.01%+543New
Glenmede Trust Co NA549$214.3K0.00%+549New
GAMMA Investing LLC562$219.4K0.02%+211+60.1%Added
Retirement Guys Formula LLC564$220.2K0.10%+564New
Journey Strategic Wealth LLC571$222.9K0.01%+571New
Gallacher Capital Management LLC579$226.1K0.10%+579New
Colony Group, LLC588$229.5K0.00%+588New
Connecticut Wealth Management, LLC590$230.3K0.01%+590New
Mercer Global Advisors Inc594$231.6K0.00%+594New
Canandaigua National Bank & Trust Co595$232.3K0.02%−486−45.0%Reduced
Indie Asset Partners, LLC595$232.3K0.17%+595New
AXS Investments LLC600$234.2K0.06%+600New
Claret Asset Management Corp602$235.0K0.04%+602New
Belpointe Asset Management LLC608$237.3K0.01%+608New
Abel Hall, LLC619$241.8K0.16%−65−9.5%Reduced
Ronald Blue Trust, Inc.797$242.4K0.00%+17+2.2%Added
Boston Trust Walden Corp621$242.4K0.00%−98,815−99.4%Reduced
Scientech Research LLC625$244.0K0.05%−4,766−88.4%Reduced
Mayflower Financial Advisors, LLC633$247.1K0.04%−131−17.1%Reduced
Kingsview Wealth Management, LLC636$248.3K0.01%−676−51.5%Reduced
Sterling Capital Management LLC642$250.6K0.00%+642New
Castleark Management LLC650$253.7K0.01%−15,770−96.0%Reduced
Flagship Harbor Advisors, LLC652$254.5K0.01%+652New
Strategic Blueprint, LLC656$256.1K0.02%−69−9.5%Reduced
Oppenheimer & Co Inc658$256.9K0.00%+658New
Gen-Wealth Partners Inc667$260.2K0.11%+10+1.5%Added
Highland Capital Management, LLC707$276.0K0.02%+707New
Dorsey & Whitney Trust CO LLC713$278.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC720$281.1K0.00%+162+29.0%Added
Numerai GP LLC735$286.9K0.08%+735New
CIBC Private Wealth Group, LLC740$288.7K0.00%−37−4.8%Reduced
Wellington Shields & Co., LLC746$291.2K0.09%+746New
Dakota Wealth Management759$296.3K0.01%+2+0.3%Added
CAPROCK Group, Inc.771$301.0K0.01%+66+9.4%Added
Old National Bancorp776$302.9K0.01%−31−3.8%Reduced
Aigen Investment Management, LP777$303.3K0.06%−1,286−62.3%Reduced
Glenview Trust Co780$304.5K0.01%+91+13.2%Added
Householder Group Estate & Retirement Specialist, LLC782$305.0K0.09%−44−5.3%Reduced
Brown Advisory Inc788$307.6K0.00%−2−0.3%Reduced
Cyndeo Wealth Partners, LLC790$308.4K0.02%00.0%Unchanged
Prelude Capital Management, LLC800$312.3K0.02%+71+9.7%Added
Spire Wealth Management814$317.9K0.01%+45+5.9%Added
Pinnacle Financial Partners Inc816$318.5K0.01%00.0%Unchanged
Rafferty Asset Management, LLC820$320.1K0.00%−61−6.9%Reduced
Proequities, Inc.828$323.2K0.02%+534+181.6%Added
Forum Financial Management, LP830$324.0K0.01%−2−0.2%Reduced
Verdence Capital Advisors LLC830$324.0K0.03%+57+7.4%Added
We Are One Seven, LLC834$325.6K0.01%−539−39.3%Reduced
IHT Wealth Management, LLC848$331.1K0.01%+86+11.3%Added
Veriti Management LLC869$339.2K0.02%+48+5.8%Added
Meiji Yasuda Asset Management Co Ltd.875$341.6K0.01%−22−2.5%Reduced
Applied Finance Capital Management, LLC876$341.9K0.01%+876New
Icon Wealth Advisors, LLC881$343.9K0.03%+881New
Thompson Davis & Co., Inc.895$349.4K0.26%+895New
Impact Partnership Wealth, LLC900$351.3K0.08%−26−2.8%Reduced
Knollwood Investment Advisory, LLC900$351.3K0.04%00.0%Unchanged
Evoke Wealth, LLC907$354.0K0.01%+7+0.8%Added
Moody Aldrich Partners LLC930$363.0K0.07%−3−0.3%Reduced
Syon Capital LLC931$363.4K0.03%+1+0.1%Added
Sound View Wealth Advisors Group, LLC934$364.6K0.03%+150+19.1%Added
Umb Bank N A936$365.4K0.01%+22+2.4%Added
L2 Asset Management, LLC948$370.0K0.10%+241+34.1%Added
Picton Mahoney Asset Management967$378.0K0.01%+967New
Equitable Holdings, Inc.982$383.3K0.00%+982New
State of Wyoming995$388.4K0.06%−259−20.7%Reduced
KBC Group NV1,003$392.0K0.00%+150+17.6%Added
Lifestyle Asset Management, Inc.1,012$395.0K0.22%−95−8.6%Reduced
Profund Advisors LLC1,025$400.1K0.02%−8−0.8%Reduced
Alps Advisors Inc1,030$402.1K0.00%−133−11.4%Reduced
CIBC Asset Management Inc1,043$407.1K0.00%+35+3.5%Added
Private Advisor Group, LLC1,055$411.9K0.00%+110+11.6%Added
Baldwin Brothers Inc1,060$413.8K0.03%+1,060New
Scotia Capital Inc.1,076$420.0K0.00%−164−13.2%Reduced
TD Private Client Wealth LLC1,087$424.3K0.01%+339+45.3%Added
Amundi1,052$426.4K0.00%+1,021+3,293.5%Added
Centiva Capital, LP1,097$428.2K0.02%−806−42.4%Reduced
Capital Wealth Planning, LLC1,101$429.8K0.00%+1,101New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,472$430.0K0.00%−4,411−75.0%Reduced
Dynamic Advisor Solutions LLC1,110$433.3K0.01%+1,110New
City Center Advisors, LLC1,113$434.5K0.48%−291−20.7%Reduced
Farther Finance Advisors, LLC1,126$439.6K0.02%+695+161.3%Added
Advisors Asset Management, Inc.1,151$449.3K0.01%+387+50.7%Added