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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
SG Americas Securities, LLC2,480$968.0K0.00%−8,099−76.6%Reduced
Bayesian Capital Management, LP2,467$963.0K0.11%−5,900−70.5%Reduced
Quest Partners LLC2,407$939.6K0.08%+2,407New
Seven Eight Capital, LP2,357$920.1K0.08%−1,603−40.5%Reduced
nVerses Capital, LLC2,300$897.8K0.41%+2,300New
Cornerstone Investment Partners, LLC2,280$890.0K0.04%−41−1.8%Reduced
Point72 Hong Kong Ltd2,268$885.1K0.06%−19,677−89.7%Reduced
CWM Advisors, LLC2,259$881.8K0.09%+1,116+97.6%Added
Portside Wealth Group, LLC2,254$880.0K0.15%+58+2.6%Added
Point72 (DIFC) Ltd2,244$876.0K0.07%−4,916−68.7%Reduced
Silver Oak Securities, Inc2,234$871.4K0.09%+2,234New
Axxcess Wealth Management, LLC2,220$866.6K0.02%+287+14.8%Added
GWM Advisors LLC2,216$864.9K0.01%+367+19.8%Added
Hillsdale Investment Management Inc.2,200$858.8K0.07%+2,175+8,700.0%Added
Catalyst Capital Advisors LLC2,185$852.9K0.02%+2,185New
Coldstream Capital Management Inc2,100$823.8K0.02%+9+0.4%Added
BayBridge Capital Group, LLC2,088$815.2K0.59%+82+4.1%Added
Versor Investments LP2,084$813.5K0.13%−1,464−41.3%Reduced
Fifth Third Bancorp2,077$810.8K0.00%+40+2.0%Added
Ifrah Financial Services, Inc.2,073$809.0K0.22%−42−2.0%Reduced
Evergreen Capital Management LLC2,068$807.2K0.03%+71+3.6%Added
Virtus Investment Advisers, Inc.2,049$799.8K0.63%00.0%Unchanged
Captrust Financial Advisors2,012$785.4K0.00%+878+77.4%Added
Maryland State Retirement & Pension System2,006$783.0K0.02%−732−26.7%Reduced
Illinois Municipal Retirement Fund1,998$779.9K0.01%00.0%Unchanged
HMS Capital Management, LLC1,980$773.0K0.38%+73+3.8%Added
Cynosure Management, LLC1,980$772.9K0.11%−358−15.3%Reduced
Integrated Wealth Concepts LLC1,977$771.8K0.01%−162−7.6%Reduced
HighPoint Advisor Group LLC1,962$769.6K0.04%+13+0.7%Added
Sumitomo Mitsui Trust Holdings, Inc.1,960$765.1K0.00%+1,960New
Regions Financial Corp1,951$761.6K0.01%−132−6.3%Reduced
Susquehanna International Group, LLP1,943$758.5K0.00%−110,546−98.3%Reduced
Ieq Capital, LLC1,940$757.3K0.01%+1,940New
Connor, Clark & Lunn Investment Management Ltd.1,932$754.2K0.00%−18,930−90.7%Reduced
Resources Investment Advisors, LLC.1,912$746.3K0.01%+34+1.8%Added
Strid Group, LLC1,907$744.4K0.11%−1,141−37.4%Reduced
Envestnet Portfolio Solutions, Inc.1,903$742.8K0.00%−8−0.4%Reduced
Utah Retirement Systems1,900$741.7K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd1,888$737.0K0.04%+95+5.3%Added
Aviva PLC1,885$735.8K0.00%−76−3.9%Reduced
Cresset Asset Management, LLC1,857$725.0K0.00%+310+20.0%Added
Avantax Advisory Services, Inc.1,846$720.5K0.00%−94−4.8%Reduced
Linden Thomas Advisory Services, LLC1,830$714.3K0.10%+274+17.6%Added
Kestra Private Wealth Services, LLC1,783$710.0K0.01%+1,099+160.7%Added
Trust Point Inc.1,795$700.7K0.05%+2+0.1%Added
Gibbs Wealth Management1,794$700.3K0.23%+111+6.6%Added
Northwestern Mutual Wealth Management Co1,791$699.3K0.00%−22−1.2%Reduced
Azzad Asset Management Inc1,789$698.5K0.08%+169+10.4%Added
Shell Asset Management Co1,770$691.0K0.03%+1,770New
Diametric Capital, LP1,749$682.7K0.34%−250−12.5%Reduced
Wolverine Trading, LLC1,748$681.8K0.02%−2,041−53.9%Reduced
Verus Capital Partners, LLC1,732$676.1K0.07%−20−1.1%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
Gsa Capital Partners LLP1,711$668.0K0.05%−475−21.7%Reduced
Apollon Wealth Management, LLC1,679$655.4K0.02%+1,679New
X-Square Capital, LLC1,600$625.0K0.27%00.0%Unchanged
9258 Wealth Management, LLC1,598$623.8K0.09%00.0%Unchanged
Tower Research Capital LLC (TRC)1,588$619.9K0.02%−31,525−95.2%Reduced
Jump Financial, LLC1,574$614.4K0.01%−3,846−71.0%Reduced
Simplex Trading, LLC1,560$608.0K0.02%+373+31.4%Added
ProShare Advisors LLC1,551$605.4K0.00%−24,898−94.1%Reduced
Quadrant Capital Group LLC1,504$587.1K0.04%+40+2.7%Added
Sequoia Financial Advisors, LLC1,504$587.1K0.01%+77+5.4%Added
Sanders Morris Harris LLC1,500$585.5K0.10%00.0%Unchanged
Capital Management Associates1,500$585.5K0.65%+1,500New
Nebula Research & Development LLC1,470$573.8K0.07%+1,470New
Jefferies Financial Group Inc.1,433$566.4K0.01%+1,433New
Northstar Advisory Group, LLC1,451$566.4K0.29%+413+39.8%Added
Ontario Teachers Pension Plan Board1,449$565.6K0.01%−2,383−62.2%Reduced
Shelton Capital Management1,402$547.3K0.01%00.0%Unchanged
Prudential PLC1,399$546.1K0.00%−8,040−85.2%Reduced
Legato Capital Management LLC1,390$542.6K0.07%−7,610−84.6%Reduced
Sawgrass Asset Management LLC1,386$541.0K0.06%−55−3.8%Reduced
Intrust Bank NA1,373$535.9K0.05%−14−1.0%Reduced
Diversify Advisory Services, LLC1,271$527.2K0.03%−389−23.4%Reduced
Balyasny Asset Management LLC1,345$525.0K0.00%−64,695−98.0%Reduced
Nations Financial Group Inc,1,342$523.9K0.04%+1,342New
BTC Capital Management, Inc.1,316$513.7K0.05%−195−12.9%Reduced
Commerce Bank1,308$510.6K0.00%+1,308New
XTX Topco Ltd1,300$507.5K0.04%−6,172−82.6%Reduced
Omers Administration Corp1,300$507.5K0.00%+1,300New
SkyOak Wealth, LLC1,277$498.5K0.11%−177−12.2%Reduced
Bridgefront Capital, LLC1,272$496.5K0.19%+1,272New
Fifth Third Wealth Advisors LLC1,270$495.7K0.03%+54+4.4%Added
Axq Capital, LP1,266$494.2K0.15%+1,266New
CI Private Wealth, LLC1,233$481.3K0.00%+222+22.0%Added
Principal Securities, Inc.1,217$475.1K0.01%+179+17.2%Added
Raymond James Trust N.A.1,196$466.9K0.01%+7+0.6%Added
Benjamin Edwards Inc1,184$462.4K0.01%+92+8.4%Added
Blueshift Asset Management, LLC1,158$452.0K0.11%−1,846−61.5%Reduced
Advisors Asset Management, Inc.1,151$449.3K0.01%+387+50.7%Added
Farther Finance Advisors, LLC1,126$439.6K0.02%+695+161.3%Added
City Center Advisors, LLC1,113$434.5K0.48%−291−20.7%Reduced
Dynamic Advisor Solutions LLC1,110$433.3K0.01%+1,110New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,472$430.0K0.00%−4,411−75.0%Reduced
Capital Wealth Planning, LLC1,101$429.8K0.00%+1,101New
Centiva Capital, LP1,097$428.2K0.02%−806−42.4%Reduced
Amundi1,052$426.4K0.00%+1,021+3,293.5%Added
TD Private Client Wealth LLC1,087$424.3K0.01%+339+45.3%Added