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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 1,076 | $420.0K | 0.00% | −164−13.2% | Reduced |
| Baldwin Brothers Inc | 1,060 | $413.8K | 0.03% | +1,060 | New |
| Private Advisor Group, LLC | 1,055 | $411.9K | 0.00% | +110+11.6% | Added |
| CIBC Asset Management Inc | 1,043 | $407.1K | 0.00% | +35+3.5% | Added |
| Alps Advisors Inc | 1,030 | $402.1K | 0.00% | −133−11.4% | Reduced |
| Profund Advisors LLC | 1,025 | $400.1K | 0.02% | −8−0.8% | Reduced |
| Lifestyle Asset Management, Inc. | 1,012 | $395.0K | 0.22% | −95−8.6% | Reduced |
| KBC Group NV | 1,003 | $392.0K | 0.00% | +150+17.6% | Added |
| State of Wyoming | 995 | $388.4K | 0.06% | −259−20.7% | Reduced |
| Equitable Holdings, Inc. | 982 | $383.3K | 0.00% | +982 | New |
| Picton Mahoney Asset Management | 967 | $378.0K | 0.01% | +967 | New |
| L2 Asset Management, LLC | 948 | $370.0K | 0.10% | +241+34.1% | Added |
| Umb Bank N A | 936 | $365.4K | 0.01% | +22+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 934 | $364.6K | 0.03% | +150+19.1% | Added |
| Syon Capital LLC | 931 | $363.4K | 0.03% | +1+0.1% | Added |
| Moody Aldrich Partners LLC | 930 | $363.0K | 0.07% | −3−0.3% | Reduced |
| Evoke Wealth, LLC | 907 | $354.0K | 0.01% | +7+0.8% | Added |
| 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 |
| Thompson Davis & Co., Inc. | 895 | $349.4K | 0.26% | +895 | New |
| Icon Wealth Advisors, LLC | 881 | $343.9K | 0.03% | +881 | New |
| Applied Finance Capital Management, LLC | 876 | $341.9K | 0.01% | +876 | New |
| Meiji Yasuda Asset Management Co Ltd. | 875 | $341.6K | 0.01% | −22−2.5% | Reduced |
| Veriti Management LLC | 869 | $339.2K | 0.02% | +48+5.8% | Added |
| IHT Wealth Management, LLC | 848 | $331.1K | 0.01% | +86+11.3% | Added |
| We Are One Seven, LLC | 834 | $325.6K | 0.01% | −539−39.3% | Reduced |
| Verdence Capital Advisors LLC | 830 | $324.0K | 0.03% | +57+7.4% | Added |
| Forum Financial Management, LP | 830 | $324.0K | 0.01% | −2−0.2% | Reduced |
| Proequities, Inc. | 828 | $323.2K | 0.02% | +534+181.6% | Added |
| Rafferty Asset Management, LLC | 820 | $320.1K | 0.00% | −61−6.9% | Reduced |
| Pinnacle Financial Partners Inc | 816 | $318.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 814 | $317.9K | 0.01% | +45+5.9% | Added |
| Prelude Capital Management, LLC | 800 | $312.3K | 0.02% | +71+9.7% | Added |
| Cyndeo Wealth Partners, LLC | 790 | $308.4K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 788 | $307.6K | 0.00% | −2−0.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 782 | $305.0K | 0.09% | −44−5.3% | Reduced |
| Glenview Trust Co | 780 | $304.5K | 0.01% | +91+13.2% | Added |
| Aigen Investment Management, LP | 777 | $303.3K | 0.06% | −1,286−62.3% | Reduced |
| Old National Bancorp | 776 | $302.9K | 0.01% | −31−3.8% | Reduced |
| CAPROCK Group, Inc. | 771 | $301.0K | 0.01% | +66+9.4% | Added |
| Dakota Wealth Management | 759 | $296.3K | 0.01% | +2+0.3% | Added |
| Wellington Shields & Co., LLC | 746 | $291.2K | 0.09% | +746 | New |
| CIBC Private Wealth Group, LLC | 740 | $288.7K | 0.00% | −37−4.8% | Reduced |
| Numerai GP LLC | 735 | $286.9K | 0.08% | +735 | New |
| Steward Partners Investment Advisory, LLC | 720 | $281.1K | 0.00% | +162+29.0% | Added |
| Dorsey & Whitney Trust CO LLC | 713 | $278.3K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 707 | $276.0K | 0.02% | +707 | New |
| Gen-Wealth Partners Inc | 667 | $260.2K | 0.11% | +10+1.5% | Added |
| Oppenheimer & Co Inc | 658 | $256.9K | 0.00% | +658 | New |
| Strategic Blueprint, LLC | 656 | $256.1K | 0.02% | −69−9.5% | Reduced |
| Flagship Harbor Advisors, LLC | 652 | $254.5K | 0.01% | +652 | New |
| Castleark Management LLC | 650 | $253.7K | 0.01% | −15,770−96.0% | Reduced |
| Sterling Capital Management LLC | 642 | $250.6K | 0.00% | +642 | New |
| Kingsview Wealth Management, LLC | 636 | $248.3K | 0.01% | −676−51.5% | Reduced |
| Mayflower Financial Advisors, LLC | 633 | $247.1K | 0.04% | −131−17.1% | Reduced |
| Scientech Research LLC | 625 | $244.0K | 0.05% | −4,766−88.4% | Reduced |
| Boston Trust Walden Corp | 621 | $242.4K | 0.00% | −98,815−99.4% | Reduced |
| Ronald Blue Trust, Inc. | 797 | $242.4K | 0.00% | +17+2.2% | Added |
| Abel Hall, LLC | 619 | $241.8K | 0.16% | −65−9.5% | Reduced |
| Belpointe Asset Management LLC | 608 | $237.3K | 0.01% | +608 | New |
| Claret Asset Management Corp | 602 | $235.0K | 0.04% | +602 | New |
| AXS Investments LLC | 600 | $234.2K | 0.06% | +600 | 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 |
| Mercer Global Advisors Inc | 594 | $231.6K | 0.00% | +594 | New |
| Connecticut Wealth Management, LLC | 590 | $230.3K | 0.01% | +590 | New |
| Colony Group, LLC | 588 | $229.5K | 0.00% | +588 | New |
| Gallacher Capital Management LLC | 579 | $226.1K | 0.10% | +579 | New |
| Journey Strategic Wealth LLC | 571 | $222.9K | 0.01% | +571 | New |
| Retirement Guys Formula LLC | 564 | $220.2K | 0.10% | +564 | New |
| GAMMA Investing LLC | 562 | $219.4K | 0.02% | +211+60.1% | Added |
| Glenmede Trust Co NA | 549 | $214.3K | 0.00% | +549 | New |
| Ashton Thomas Private Wealth, LLC | 543 | $212.0K | 0.01% | +543 | New |
| Origin Asset Management LLP | 540 | $210.8K | 0.10% | +540 | New |
| Wiley Bros.-Aintree Capital, LLC | 539 | $210.4K | 0.00% | +539 | New |
| Mindset Wealth Management, LLC | 525 | $204.9K | 0.08% | +525 | New |
| Net Worth Advisory Group | 521 | $203.3K | 0.06% | +521 | New |
| Prosperity Financial Group, Inc. | 513 | $200.3K | 0.11% | −215−29.5% | Reduced |
| AdvisorNet Financial, Inc | 481 | $187.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 465 | $182.0K | 0.11% | +31+7.1% | Added |
| Sunbelt Securities, Inc. | 429 | $167.5K | 0.02% | +79+22.6% | Added |
| Clearstead Advisors, LLC | 405 | $158.1K | 0.00% | +22+5.7% | Added |
| Virtus Fund Advisers, LLC | 396 | $154.6K | 0.63% | 00.0% | Unchanged |
| Signaturefd, LLC | 377 | $147.2K | 0.00% | +32+9.3% | Added |
| Millburn Ridgefield Corp | 370 | $144.4K | 0.00% | +370 | New |
| Castleview Partners, LLC | 349 | $136.2K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 342 | $133.6K | 0.00% | +205+149.6% | Added |
| Rakuten Securities, Inc. | 286 | $111.6K | 0.05% | +281+5,620.0% | Added |
| AlphaCentric Advisors LLC | 251 | $98.0K | 0.07% | −7−2.7% | Reduced |
| Coston, McIsaac & Partners | 232 | $90.0K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 227 | $88.6K | 0.03% | +227 | New |
| Parkside Financial Bank & Trust | 212 | $82.8K | 0.01% | +11+5.5% | Added |
| Oarsman Capital, Inc. | 209 | $81.7K | 0.02% | +209 | New |
| Harbour Investments, Inc. | 209 | $81.7K | 0.00% | +209 | New |
| Quarry LP | 201 | $78.5K | 0.02% | +163+428.9% | Added |
| Assetmark, Inc | 172 | $67.1K | 0.00% | +14+8.9% | Added |
| Huntington National Bank | 172 | $67.1K | 0.00% | +144+514.3% | Added |
| Contravisory Investment Management, Inc. | 152 | $59.3K | 0.01% | +85+126.9% | Added |
| National Bank of Canada | 151 | $58.9K | 0.00% | −61−28.8% | Reduced |
| IFP Advisors, Inc | 147 | $57.4K | 0.00% | −58−28.3% | Reduced |