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Livermore
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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
Brown Brothers Harriman & Co147$57.4K0.00%+6+4.3%Added
Global Retirement Partners, LLC146$57.2K0.00%−4−2.7%Reduced
Rise Advisors, LLC138$54.0K0.03%00.0%Unchanged
True Wealth Design, LLC137$53.5K0.02%+137New
GeoWealth Management, LLC135$52.7K0.00%+135New
Byrne Asset Management LLC130$50.7K0.03%−17−11.6%Reduced
Massmutual Trust Co FSB129$50.4K0.00%+11+9.3%Added
V-Square Quantitative Management LLC126$49.2K0.01%+47+59.5%Added
Thurston, Springer, Miller, Herd & Titak, Inc.98$38.3K0.01%+98New
Anchor Investment Management, LLC94$36.7K0.00%+19+25.3%Added
Smartleaf Asset Management LLC91$35.5K0.00%+48+111.6%Added
Solstein Capital, LLC84$32.8K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd83$32.4K0.00%00.0%Unchanged
Lindbrook Capital, LLC81$31.6K0.00%+30+58.8%Added
Barrett & Company, Inc.75$29.3K0.01%00.0%Unchanged
Private Trust Co NA75$29.3K0.00%00.0%Unchanged
Stone House Investment Management, LLC72$28.1K0.01%00.0%Unchanged
Hollencrest Capital Management71$27.7K0.00%+71New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$26.9K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc68$26.5K0.00%−4−5.6%Reduced
Coppell Advisory Solutions LLC60$23.4K0.00%+60New
Eagle Bay Advisors LLC58$22.6K0.01%+10+20.8%Added
Sound Income Strategies, LLC57$22.3K0.00%00.0%Unchanged
Matrix Trust Co57$22.0K0.00%+2+3.6%Added
LGT Financial Advisors LLC56$21.9K0.05%+19+51.4%Added
Larson Financial Group LLC51$19.9K0.00%+51New
Riggs Asset Managment Co. Inc.51$19.8K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.50$19.5K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC49$19.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.45$17.6K0.00%+39+650.0%Added
Hanseatic Management Services Inc42$16.4K0.02%00.0%Unchanged
Princeton Global Asset Management LLC40$15.6K0.00%+40New
Bryn Mawr Trust Co39$15.2K0.00%+39New
NBC Securities, Inc.37$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$13.3K0.00%+1+3.0%Added
St Germain D J Co Inc33$12.9K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC30$11.7K0.00%+30New
Darwin Advisors, LLC30$11.7K0.00%+30New
Ashton Thomas Securities, LLC28$10.9K0.00%+28New
Davidson Capital Management Inc.27$10.5K0.00%+2+8.0%Added
Bell Investment Advisors, Inc27$10.5K0.00%+2+8.0%Added
Foster Dykema Cabot & Partners, LLC27$10.5K0.00%00.0%Unchanged
Allworth Financial LP26$10.2K0.00%+9+52.9%Added
RK Capital Management, LLC26$10.1K3.14%−46,049−99.9%Reduced
Versant Capital Management, Inc26$10.1K0.00%00.0%Unchanged
Ridgewood Investments LLC22$8.59K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.20$7.81K0.00%+4+25.0%Added
Colonial Trust Co19$7.41K0.00%−7−26.9%Reduced
Manchester Capital Management LLC18$7.03K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.18$7.03K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC17$6.64K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$6.25K0.00%−28−63.6%Reduced
Private Wealth Management Group, LLC16$6.25K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC16$6.25K0.01%00.0%Unchanged
First Financial Corp16$6.25K0.00%00.0%Unchanged
Hemington Wealth Management17$6.00K0.00%+17New
Mather Group, LLC.15$5.86K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc15$5.86K0.00%00.0%Unchanged
SJS Investment Consulting Inc.14$5.47K0.00%−1−6.7%Reduced
Beacon Capital Management, LLC14$5.46K0.00%+14New
LRI Investments, LLC11$5.00K0.00%−13−54.2%Reduced
Cohen & Steers, Inc.13$5.00K0.00%−2−13.3%Reduced
DiNuzzo Private Wealth, Inc.10$3.90K0.00%−1−9.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC10$3.90K0.00%00.0%Unchanged
MB, Levis & Associates, LLC10$3.90K0.00%00.0%Unchanged
Continuum Advisory, LLC8$3.52K0.00%00.0%Unchanged
Meeder Asset Management Inc9$3.51K0.00%−16−64.0%Reduced
Provenance Wealth Advisors, LLC9$3.51K0.00%00.0%Unchanged
CoreCap Advisors, LLC9$3.51K0.00%+9New
First Pacific Financial8$3.12K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.8$3.12K0.00%+6+300.0%Added
Skandinaviska Enskilda Banken AB (publ)8$3.12K0.00%+8New
Toth Financial Advisory Corp6$2.34K0.00%00.0%Unchanged
Valued Wealth Advisors LLC5$1.95K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC4$1.56K0.00%00.0%Unchanged
Albion Financial Group4$1.56K0.00%00.0%Unchanged
Horizon Investments, LLC4$1.56K0.00%−1−20.0%Reduced
Fortitude Family Office, LLC4$1.56K0.00%+4New
Jaffetilchin Investment Partners, LLC3$1.17K0.00%+3New
Jones Financial Companies LLLP3$1.17K0.00%−6−66.7%Reduced
Venturi Wealth Management, LLC3$1.17K0.00%+3New
Concord Wealth Partners3$1.17K0.00%+3New
Claris Advisors, LLC3$1.17K0.00%+3New
Creekmur Asset Management LLC3$1.17K0.00%+3New
Cornerstone Planning Group LLC2$7920.00%+2New
Hexagon Capital Partners LLC2$7810.00%00.0%Unchanged
Riverview Trust Co2$7810.00%+2New
TD Waterhouse Canada Inc.1$3900.00%−1,339−99.9%Reduced
Pineridge Advisors LLC1$3900.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%−1,442−99.9%Reduced
Avion Wealth1$00.00%+1New
Summit Partners Public Asset Management, LLC0$00.00%−60,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−31,530−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−28,030−100.0%Sold out
Twinbeech Capital LP0$00.00%−26,380−100.0%Sold out
Paloma Partners Management Co0$00.00%−19,963−100.0%Sold out
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−17,897−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−15,900−100.0%Sold out
SG Capital Management LLC0$00.00%−15,642−100.0%Sold out
NewSquare Capital LLC0$00.00%−15,425−100.0%Sold out