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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 227 | $88.6K | 0.03% | +227 | New |
| Coston, McIsaac & Partners | 232 | $90.0K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 251 | $98.0K | 0.07% | −7−2.7% | Reduced |
| Rakuten Securities, Inc. | 286 | $111.6K | 0.05% | +281+5,620.0% | Added |
| Parallel Advisors, LLC | 342 | $133.6K | 0.00% | +205+149.6% | Added |
| Castleview Partners, LLC | 349 | $136.2K | 0.08% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 370 | $144.4K | 0.00% | +370 | New |
| Signaturefd, LLC | 377 | $147.2K | 0.00% | +32+9.3% | Added |
| Virtus Fund Advisers, LLC | 396 | $154.6K | 0.63% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 405 | $158.1K | 0.00% | +22+5.7% | Added |
| Sunbelt Securities, Inc. | 429 | $167.5K | 0.02% | +79+22.6% | Added |
| Covestor Ltd | 465 | $182.0K | 0.11% | +31+7.1% | Added |
| AdvisorNet Financial, Inc | 481 | $187.8K | 0.01% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 513 | $200.3K | 0.11% | −215−29.5% | Reduced |
| Net Worth Advisory Group | 521 | $203.3K | 0.06% | +521 | New |
| Mindset Wealth Management, LLC | 525 | $204.9K | 0.08% | +525 | New |
| Wiley Bros.-Aintree Capital, LLC | 539 | $210.4K | 0.00% | +539 | New |
| Origin Asset Management LLP | 540 | $210.8K | 0.10% | +540 | New |
| Ashton Thomas Private Wealth, LLC | 543 | $212.0K | 0.01% | +543 | New |
| Glenmede Trust Co NA | 549 | $214.3K | 0.00% | +549 | New |
| GAMMA Investing LLC | 562 | $219.4K | 0.02% | +211+60.1% | Added |
| Retirement Guys Formula LLC | 564 | $220.2K | 0.10% | +564 | New |
| Journey Strategic Wealth LLC | 571 | $222.9K | 0.01% | +571 | New |
| Gallacher Capital Management LLC | 579 | $226.1K | 0.10% | +579 | New |
| Colony Group, LLC | 588 | $229.5K | 0.00% | +588 | New |
| Connecticut Wealth Management, LLC | 590 | $230.3K | 0.01% | +590 | New |
| Mercer Global Advisors Inc | 594 | $231.6K | 0.00% | +594 | New |
| Canandaigua National Bank & Trust Co | 595 | $232.3K | 0.02% | −486−45.0% | Reduced |
| Indie Asset Partners, LLC | 595 | $232.3K | 0.17% | +595 | New |
| AXS Investments LLC | 600 | $234.2K | 0.06% | +600 | New |
| Claret Asset Management Corp | 602 | $235.0K | 0.04% | +602 | New |
| Belpointe Asset Management LLC | 608 | $237.3K | 0.01% | +608 | New |
| Abel Hall, LLC | 619 | $241.8K | 0.16% | −65−9.5% | Reduced |
| Ronald Blue Trust, Inc. | 797 | $242.4K | 0.00% | +17+2.2% | Added |
| Boston Trust Walden Corp | 621 | $242.4K | 0.00% | −98,815−99.4% | Reduced |
| Scientech Research LLC | 625 | $244.0K | 0.05% | −4,766−88.4% | Reduced |
| Mayflower Financial Advisors, LLC | 633 | $247.1K | 0.04% | −131−17.1% | Reduced |
| Kingsview Wealth Management, LLC | 636 | $248.3K | 0.01% | −676−51.5% | Reduced |
| Sterling Capital Management LLC | 642 | $250.6K | 0.00% | +642 | New |
| Castleark Management LLC | 650 | $253.7K | 0.01% | −15,770−96.0% | Reduced |
| Flagship Harbor Advisors, LLC | 652 | $254.5K | 0.01% | +652 | New |
| Strategic Blueprint, LLC | 656 | $256.1K | 0.02% | −69−9.5% | Reduced |
| Oppenheimer & Co Inc | 658 | $256.9K | 0.00% | +658 | New |
| Gen-Wealth Partners Inc | 667 | $260.2K | 0.11% | +10+1.5% | Added |
| Highland Capital Management, LLC | 707 | $276.0K | 0.02% | +707 | New |
| Dorsey & Whitney Trust CO LLC | 713 | $278.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 720 | $281.1K | 0.00% | +162+29.0% | Added |
| Numerai GP LLC | 735 | $286.9K | 0.08% | +735 | New |
| CIBC Private Wealth Group, LLC | 740 | $288.7K | 0.00% | −37−4.8% | Reduced |
| Wellington Shields & Co., LLC | 746 | $291.2K | 0.09% | +746 | New |
| Dakota Wealth Management | 759 | $296.3K | 0.01% | +2+0.3% | Added |
| CAPROCK Group, Inc. | 771 | $301.0K | 0.01% | +66+9.4% | Added |
| Old National Bancorp | 776 | $302.9K | 0.01% | −31−3.8% | Reduced |
| Aigen Investment Management, LP | 777 | $303.3K | 0.06% | −1,286−62.3% | Reduced |
| Glenview Trust Co | 780 | $304.5K | 0.01% | +91+13.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 782 | $305.0K | 0.09% | −44−5.3% | Reduced |
| Brown Advisory Inc | 788 | $307.6K | 0.00% | −2−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 790 | $308.4K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 800 | $312.3K | 0.02% | +71+9.7% | Added |
| Spire Wealth Management | 814 | $317.9K | 0.01% | +45+5.9% | Added |
| Pinnacle Financial Partners Inc | 816 | $318.5K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 820 | $320.1K | 0.00% | −61−6.9% | Reduced |
| Proequities, Inc. | 828 | $323.2K | 0.02% | +534+181.6% | Added |
| Forum Financial Management, LP | 830 | $324.0K | 0.01% | −2−0.2% | Reduced |
| Verdence Capital Advisors LLC | 830 | $324.0K | 0.03% | +57+7.4% | Added |
| We Are One Seven, LLC | 834 | $325.6K | 0.01% | −539−39.3% | Reduced |
| IHT Wealth Management, LLC | 848 | $331.1K | 0.01% | +86+11.3% | Added |
| Veriti Management LLC | 869 | $339.2K | 0.02% | +48+5.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 875 | $341.6K | 0.01% | −22−2.5% | Reduced |
| Applied Finance Capital Management, LLC | 876 | $341.9K | 0.01% | +876 | New |
| Icon Wealth Advisors, LLC | 881 | $343.9K | 0.03% | +881 | New |
| Thompson Davis & Co., Inc. | 895 | $349.4K | 0.26% | +895 | New |
| Impact Partnership Wealth, LLC | 900 | $351.3K | 0.08% | −26−2.8% | Reduced |
| Knollwood Investment Advisory, LLC | 900 | $351.3K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 907 | $354.0K | 0.01% | +7+0.8% | Added |
| Moody Aldrich Partners LLC | 930 | $363.0K | 0.07% | −3−0.3% | Reduced |
| Syon Capital LLC | 931 | $363.4K | 0.03% | +1+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 934 | $364.6K | 0.03% | +150+19.1% | Added |
| Umb Bank N A | 936 | $365.4K | 0.01% | +22+2.4% | Added |
| L2 Asset Management, LLC | 948 | $370.0K | 0.10% | +241+34.1% | Added |
| Picton Mahoney Asset Management | 967 | $378.0K | 0.01% | +967 | New |
| Equitable Holdings, Inc. | 982 | $383.3K | 0.00% | +982 | New |
| State of Wyoming | 995 | $388.4K | 0.06% | −259−20.7% | Reduced |
| KBC Group NV | 1,003 | $392.0K | 0.00% | +150+17.6% | Added |
| Lifestyle Asset Management, Inc. | 1,012 | $395.0K | 0.22% | −95−8.6% | Reduced |
| Profund Advisors LLC | 1,025 | $400.1K | 0.02% | −8−0.8% | Reduced |
| Alps Advisors Inc | 1,030 | $402.1K | 0.00% | −133−11.4% | Reduced |
| CIBC Asset Management Inc | 1,043 | $407.1K | 0.00% | +35+3.5% | Added |
| Private Advisor Group, LLC | 1,055 | $411.9K | 0.00% | +110+11.6% | Added |
| Baldwin Brothers Inc | 1,060 | $413.8K | 0.03% | +1,060 | New |
| Scotia Capital Inc. | 1,076 | $420.0K | 0.00% | −164−13.2% | Reduced |
| TD Private Client Wealth LLC | 1,087 | $424.3K | 0.01% | +339+45.3% | Added |
| Amundi | 1,052 | $426.4K | 0.00% | +1,021+3,293.5% | Added |
| Centiva Capital, LP | 1,097 | $428.2K | 0.02% | −806−42.4% | Reduced |
| Capital Wealth Planning, LLC | 1,101 | $429.8K | 0.00% | +1,101 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,472 | $430.0K | 0.00% | −4,411−75.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,110 | $433.3K | 0.01% | +1,110 | New |
| City Center Advisors, LLC | 1,113 | $434.5K | 0.48% | −291−20.7% | Reduced |
| Farther Finance Advisors, LLC | 1,126 | $439.6K | 0.02% | +695+161.3% | Added |
| Advisors Asset Management, Inc. | 1,151 | $449.3K | 0.01% | +387+50.7% | Added |