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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
Blueshift Asset Management, LLC1,158$452.0K0.11%−1,846−61.5%Reduced
Benjamin Edwards Inc1,184$462.4K0.01%+92+8.4%Added
Raymond James Trust N.A.1,196$466.9K0.01%+7+0.6%Added
Principal Securities, Inc.1,217$475.1K0.01%+179+17.2%Added
CI Private Wealth, LLC1,233$481.3K0.00%+222+22.0%Added
Axq Capital, LP1,266$494.2K0.15%+1,266New
Fifth Third Wealth Advisors LLC1,270$495.7K0.03%+54+4.4%Added
Bridgefront Capital, LLC1,272$496.5K0.19%+1,272New
SkyOak Wealth, LLC1,277$498.5K0.11%−177−12.2%Reduced
XTX Topco Ltd1,300$507.5K0.04%−6,172−82.6%Reduced
Omers Administration Corp1,300$507.5K0.00%+1,300New
Commerce Bank1,308$510.6K0.00%+1,308New
BTC Capital Management, Inc.1,316$513.7K0.05%−195−12.9%Reduced
Nations Financial Group Inc,1,342$523.9K0.04%+1,342New
Balyasny Asset Management LLC1,345$525.0K0.00%−64,695−98.0%Reduced
Diversify Advisory Services, LLC1,271$527.2K0.03%−389−23.4%Reduced
Intrust Bank NA1,373$535.9K0.05%−14−1.0%Reduced
Sawgrass Asset Management LLC1,386$541.0K0.06%−55−3.8%Reduced
Legato Capital Management LLC1,390$542.6K0.07%−7,610−84.6%Reduced
Prudential PLC1,399$546.1K0.00%−8,040−85.2%Reduced
Shelton Capital Management1,402$547.3K0.01%00.0%Unchanged
Ontario Teachers Pension Plan Board1,449$565.6K0.01%−2,383−62.2%Reduced
Northstar Advisory Group, LLC1,451$566.4K0.29%+413+39.8%Added
Jefferies Financial Group Inc.1,433$566.4K0.01%+1,433New
Nebula Research & Development LLC1,470$573.8K0.07%+1,470New
Sanders Morris Harris LLC1,500$585.5K0.10%00.0%Unchanged
Capital Management Associates1,500$585.5K0.65%+1,500New
Quadrant Capital Group LLC1,504$587.1K0.04%+40+2.7%Added
Sequoia Financial Advisors, LLC1,504$587.1K0.01%+77+5.4%Added
ProShare Advisors LLC1,551$605.4K0.00%−24,898−94.1%Reduced
Simplex Trading, LLC1,560$608.0K0.02%+373+31.4%Added
Jump Financial, LLC1,574$614.4K0.01%−3,846−71.0%Reduced
Tower Research Capital LLC (TRC)1,588$619.9K0.02%−31,525−95.2%Reduced
9258 Wealth Management, LLC1,598$623.8K0.09%00.0%Unchanged
X-Square Capital, LLC1,600$625.0K0.27%00.0%Unchanged
Apollon Wealth Management, LLC1,679$655.4K0.02%+1,679New
Gsa Capital Partners LLP1,711$668.0K0.05%−475−21.7%Reduced
Baird Financial Group, Inc.1,724$673.0K0.00%−270−13.5%Reduced
Mount Lucas Management LP1,724$673.0K0.23%+40+2.4%Added
Verus Capital Partners, LLC1,732$676.1K0.07%−20−1.1%Reduced
Wolverine Trading, LLC1,748$681.8K0.02%−2,041−53.9%Reduced
Diametric Capital, LP1,749$682.7K0.34%−250−12.5%Reduced
Shell Asset Management Co1,770$691.0K0.03%+1,770New
Azzad Asset Management Inc1,789$698.5K0.08%+169+10.4%Added
Northwestern Mutual Wealth Management Co1,791$699.3K0.00%−22−1.2%Reduced
Gibbs Wealth Management1,794$700.3K0.23%+111+6.6%Added
Trust Point Inc.1,795$700.7K0.05%+2+0.1%Added
Kestra Private Wealth Services, LLC1,783$710.0K0.01%+1,099+160.7%Added
Linden Thomas Advisory Services, LLC1,830$714.3K0.10%+274+17.6%Added
Avantax Advisory Services, Inc.1,846$720.5K0.00%−94−4.8%Reduced
Cresset Asset Management, LLC1,857$725.0K0.00%+310+20.0%Added
Aviva PLC1,885$735.8K0.00%−76−3.9%Reduced
Harvest Fund Management Co., Ltd1,888$737.0K0.04%+95+5.3%Added
Utah Retirement Systems1,900$741.7K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.1,903$742.8K0.00%−8−0.4%Reduced
Strid Group, LLC1,907$744.4K0.11%−1,141−37.4%Reduced
Resources Investment Advisors, LLC.1,912$746.3K0.01%+34+1.8%Added
Connor, Clark & Lunn Investment Management Ltd.1,932$754.2K0.00%−18,930−90.7%Reduced
Ieq Capital, LLC1,940$757.3K0.01%+1,940New
Susquehanna International Group, LLP1,943$758.5K0.00%−110,546−98.3%Reduced
Regions Financial Corp1,951$761.6K0.01%−132−6.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,960$765.1K0.00%+1,960New
HighPoint Advisor Group LLC1,962$769.6K0.04%+13+0.7%Added
Integrated Wealth Concepts LLC1,977$771.8K0.01%−162−7.6%Reduced
Cynosure Management, LLC1,980$772.9K0.11%−358−15.3%Reduced
HMS Capital Management, LLC1,980$773.0K0.38%+73+3.8%Added
Illinois Municipal Retirement Fund1,998$779.9K0.01%00.0%Unchanged
Maryland State Retirement & Pension System2,006$783.0K0.02%−732−26.7%Reduced
Captrust Financial Advisors2,012$785.4K0.00%+878+77.4%Added
Virtus Investment Advisers, Inc.2,049$799.8K0.63%00.0%Unchanged
Evergreen Capital Management LLC2,068$807.2K0.03%+71+3.6%Added
Ifrah Financial Services, Inc.2,073$809.0K0.22%−42−2.0%Reduced
Fifth Third Bancorp2,077$810.8K0.00%+40+2.0%Added
Versor Investments LP2,084$813.5K0.13%−1,464−41.3%Reduced
BayBridge Capital Group, LLC2,088$815.2K0.59%+82+4.1%Added
Coldstream Capital Management Inc2,100$823.8K0.02%+9+0.4%Added
Catalyst Capital Advisors LLC2,185$852.9K0.02%+2,185New
Hillsdale Investment Management Inc.2,200$858.8K0.07%+2,175+8,700.0%Added
GWM Advisors LLC2,216$864.9K0.01%+367+19.8%Added
Axxcess Wealth Management, LLC2,220$866.6K0.02%+287+14.8%Added
Silver Oak Securities, Inc2,234$871.4K0.09%+2,234New
Point72 (DIFC) Ltd2,244$876.0K0.07%−4,916−68.7%Reduced
Portside Wealth Group, LLC2,254$880.0K0.15%+58+2.6%Added
CWM Advisors, LLC2,259$881.8K0.09%+1,116+97.6%Added
Point72 Hong Kong Ltd2,268$885.1K0.06%−19,677−89.7%Reduced
Cornerstone Investment Partners, LLC2,280$890.0K0.04%−41−1.8%Reduced
nVerses Capital, LLC2,300$897.8K0.41%+2,300New
Seven Eight Capital, LP2,357$920.1K0.08%−1,603−40.5%Reduced
Quest Partners LLC2,407$939.6K0.08%+2,407New
Bayesian Capital Management, LP2,467$963.0K0.11%−5,900−70.5%Reduced
SG Americas Securities, LLC2,480$968.0K0.00%−8,099−76.6%Reduced
Moloney Securities Asset Management, LLC2,581$1.01M0.14%+2,581New
Wealth Enhancement Advisory Services, LLC2,624$1.02M0.00%+2,624New
Diversify Wealth Management, LLC2,503$1.03M0.10%−493−16.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,680$1.05M0.04%+60+2.3%Added
Kestra Investment Management, LLC2,717$1.06M0.05%+2,717New
Securian Asset Management, Inc2,814$1.10M0.03%00.0%Unchanged
ClariVest Asset Management LLC3,619$1.10M0.11%00.0%Unchanged
Park Avenue Securities LLC2,830$1.10M0.01%−611−17.8%Reduced
Crossmark Global Holdings, Inc.2,840$1.11M0.02%−338−10.6%Reduced