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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, Q4 2024

Institutional positions in Comfort Systems USA Inc as of Dec 31, 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
665
+84 vs. Q3 2024
Shares held
34.0M
+648.4K (+1.9%) vs. Q3 2024
Total value
$14.4B
+$1.39B (+10.7%) vs. Q3 2024
New holders
138
222 more added
Sold out
54
236 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 665 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 heldQ4 2024: $14.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2024.

Institutions holding FIX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Principia Wealth Advisory, LLC1$4240.00%+1New
Capital A Wealth Management, LLC1$4240.00%+1New
TFC Financial Management1$4250.00%+1New
Cornerstone Planning Group LLC2$8080.00%00.0%Unchanged
Riverview Trust Co2$8480.00%00.0%Unchanged
Hexagon Capital Partners LLC2$8480.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC2$8480.00%+2New
Parkworth Wealth Management, Inc.2$8480.00%+2New
Cohen & Steers, Inc.2$1.00K0.00%−11−84.6%Reduced
Concord Wealth Partners3$1.27K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$1.27K0.00%+3New
Global Financial Private Client, LLC3$1.27K0.00%+3New
Toth Financial Advisory Corp3$1.27K0.00%−3−50.0%Reduced
HHM Wealth Advisors, LLC3$1.27K0.00%+3New
UMA Financial Services, Inc.3$1.27K0.00%+3New
Horizon Investments, LLC4$1.70K0.00%00.0%Unchanged
Fortitude Family Office, LLC4$1.70K0.00%00.0%Unchanged
Albion Financial Group4$1.70K0.00%00.0%Unchanged
Center for Financial Planning, Inc.5$2.12K0.00%+5New
Financial Network Wealth Advisors LLC6$2.54K0.00%−10−62.5%Reduced
Bogart Wealth, LLC6$2.54K0.00%+6New
SRS Capital Advisors, Inc.6$2.54K0.00%−2−25.0%Reduced
Continuum Advisory, LLC7$2.97K0.00%−1−12.5%Reduced
First Pacific Financial8$3.39K0.00%00.0%Unchanged
First Horizon Advisors, Inc.9$3.82K0.00%+9New
SJS Investment Consulting Inc.9$3.82K0.00%−5−35.7%Reduced
CoreCap Advisors, LLC9$3.82K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$3.82K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$4.24K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$4.24K0.00%00.0%Unchanged
MB, Levis & Associates, LLC10$4.24K0.00%00.0%Unchanged
LRI Investments, LLC11$4.83K0.00%00.0%Unchanged
Heritage Wealth Advisors12$4.91K0.00%+12New
TD Waterhouse Canada Inc.12$5.09K0.00%+11+1,100.0%Added
Farmers & Merchants Investments Inc14$5.94K0.00%−1−6.7%Reduced
Pineridge Advisors LLC14$5.94K0.00%+13+1,300.0%Added
Mather Group, LLC.15$6.36K0.00%00.0%Unchanged
Bank of Jackson Hole Trust15$6.36K0.00%+15New
Ameriflex Group, Inc.15$6.55K0.00%+15New
Private Wealth Management Group, LLC16$6.79K0.00%00.0%Unchanged
Avalon Trust Co16$6.79K0.00%+16New
Manchester Capital Management LLC18$7.63K0.00%00.0%Unchanged
Ridgewood Investments LLC22$9.33K0.00%00.0%Unchanged
Crewe Advisors LLC22$9.33K0.00%+22New
Davidson Capital Management Inc.23$9.75K0.00%−4−14.8%Reduced
Cullen/Frost Bankers, Inc.24$10.2K0.00%+4+20.0%Added
Hemington Wealth Management26$11.0K0.00%+9+52.9%Added
Meeder Asset Management Inc26$11.0K0.00%+17+188.9%Added
Foster Dykema Cabot & Partners, LLC27$11.4K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC27$11.6K0.00%−33−55.0%Reduced
Versant Capital Management, Inc28$11.9K0.00%+2+7.7%Added
Bell Investment Advisors, Inc29$12.3K0.00%+2+7.4%Added
Jones Financial Companies LLLP29$12.5K0.00%+26+866.7%Added
Darwin Advisors, LLC30$12.7K0.00%00.0%Unchanged
Skopos Labs, Inc.32$13.6K0.00%+32New
St Germain D J Co Inc33$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$14.4K0.00%00.0%Unchanged
Larson Financial Group LLC35$14.8K0.00%−16−31.4%Reduced
Hollencrest Capital Management37$15.7K0.00%−34−47.9%Reduced
Bryn Mawr Trust Co39$16.5K0.00%00.0%Unchanged
Twin Tree Management, LP39$16.5K0.00%+39New
Princeton Global Asset Management LLC40$17.0K0.00%00.0%Unchanged
Park Square Financial Group, LLC40$17.0K0.01%+40New
Clearstead Advisors, LLC42$17.8K0.00%−363−89.6%Reduced
Hanseatic Management Services Inc42$17.8K0.02%00.0%Unchanged
Eagle Bay Advisors LLC49$20.8K0.01%−9−15.5%Reduced
CarsonAllaria Wealth Management, Ltd.50$21.2K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.51$21.8K0.01%00.0%Unchanged
Allworth Financial LP40$22.0K0.00%+14+53.8%Added
Tradewinds Capital Management, LLC55$23.3K0.01%+55New
Sound Income Strategies, LLC57$24.2K0.00%00.0%Unchanged
Rothschild Investment LLC58$24.6K0.00%+58New
Matrix Trust Co61$26.0K0.00%+4+7.0%Added
LGT Financial Advisors LLC62$26.3K0.06%+6+10.7%Added
Whittier Trust Co of Nevada Inc68$28.8K0.00%00.0%Unchanged
MAI Capital Management70$29.8K0.00%+70New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$30.9K0.00%00.0%Unchanged
Barrett & Company, Inc.75$31.8K0.01%00.0%Unchanged
Lindbrook Capital, LLC78$33.1K0.00%−3−3.7%Reduced
EverSource Wealth Advisors, LLC81$34.3K0.00%+77+1,925.0%Added
Nomura Asset Management Co Ltd83$35.2K0.00%00.0%Unchanged
Solstein Capital, LLC84$35.6K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC85$36.0K0.00%+55+183.3%Added
Colonial Trust Co86$36.5K0.01%+67+352.6%Added
Anchor Investment Management, LLC94$39.9K0.00%00.0%Unchanged
Private Trust Co NA106$45.0K0.00%+31+41.3%Added
Johnson Financial Group, Inc.104$45.4K0.00%+59+131.1%Added
Skandinaviska Enskilda Banken AB (publ)112$48.1K0.00%+104+1,300.0%Added
Rakuten Securities, Inc.117$49.6K0.02%−169−59.1%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.126$53.4K0.01%+28+28.6%Added
Byrne Asset Management LLC130$55.1K0.04%00.0%Unchanged
Massmutual Trust Co FSB135$57.2K0.00%+6+4.7%Added
GeoWealth Management, LLC137$58.1K0.00%+2+1.5%Added
Rise Advisors, LLC138$58.7K0.03%00.0%Unchanged
Global Retirement Partners, LLC141$59.6K0.00%−5−3.4%Reduced
Brown Brothers Harriman & Co147$62.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC152$65.3K0.01%+61+67.0%Added
True Wealth Design, LLC156$66.2K0.03%+19+13.9%Added
Transce3nd, LLC161$68.4K0.02%+161New
Altshuler Shaham Ltd163$69.1K0.00%+163New