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 |
|---|---|---|---|---|---|
| 1060 Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −14,457−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,094−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,680−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −13,495−100.0% | Sold out |
| Bricktown Capital, LLC | 0 | $0 | 0.00% | −12,728−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,628−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |