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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 167 | $70.8K | 0.01% | +41+32.5% | Added |
| IFP Advisors, Inc | 170 | $72.1K | 0.00% | +23+15.6% | Added |
| Assetmark, Inc | 179 | $75.9K | 0.00% | +7+4.1% | Added |
| SBI Securities Co., Ltd. | 187 | $79.3K | 0.00% | +187 | New |
| Financial Life Planners | 190 | $80.6K | 0.07% | +190 | New |
| Huntington National Bank | 193 | $81.8K | 0.00% | +21+12.2% | Added |
| Oarsman Capital, Inc. | 207 | $87.9K | 0.02% | −2−1.0% | Reduced |
| Harbour Investments, Inc. | 210 | $89.2K | 0.00% | +1+0.5% | Added |
| AlphaCentric Advisors LLC | 214 | $90.7K | 0.09% | −37−14.7% | Reduced |
| Coston, McIsaac & Partners | 232 | $98.0K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 250 | $106.0K | 0.08% | +250 | New |
| Parkside Financial Bank & Trust | 264 | $112.0K | 0.01% | +52+24.5% | Added |
| Contravisory Investment Management, Inc. | 288 | $122.1K | 0.03% | +136+89.5% | Added |
| AdvisorNet Financial, Inc | 342 | $145.0K | 0.01% | −139−28.9% | Reduced |
| Globeflex Capital L P | 347 | $147.1K | 0.01% | +347 | New |
| Castleview Partners, LLC | 349 | $149.5K | 0.08% | 00.0% | Unchanged |
| Quarry LP | 376 | $159.4K | 0.03% | +175+87.1% | Added |
| Virtus Fund Advisers, LLC | 378 | $160.3K | 0.50% | −18−4.5% | Reduced |
| Proequities, Inc. | 294 | $161.8K | 0.01% | −534−64.5% | Reduced |
| Signaturefd, LLC | 393 | $166.7K | 0.00% | +16+4.2% | Added |
| Headlands Technologies LLC | 393 | $166.7K | 0.02% | +393 | New |
| Parallel Advisors, LLC | 394 | $167.1K | 0.00% | +52+15.2% | Added |
| Comprehensive Financial Planning, Inc. | 463 | $196.2K | 0.17% | +463 | New |
| State of Wyoming | 470 | $199.3K | 0.03% | −525−52.8% | Reduced |
| Farringdon Capital, Ltd. | 481 | $204.0K | 0.08% | +481 | New |
| Brendel Financial Advisors LLC | 488 | $207.0K | 0.13% | +488 | New |
| WBI Investments | 495 | $209.7K | 0.05% | −3,912−88.8% | Reduced |
| denkapparat Operations GmbH | 496 | $210.3K | 0.31% | +496 | New |
| Personal Cfo Solutions, LLC | 499 | $211.5K | 0.04% | +499 | New |
| Retirement Guys Formula LLC | 504 | $213.8K | 0.11% | −60−10.6% | Reduced |
| Buckingham Strategic Partners | 505 | $214.2K | 0.00% | +505 | New |
| Net Worth Advisory Group | 506 | $214.5K | 0.07% | −15−2.9% | Reduced |
| Belpointe Asset Management LLC | 607 | $214.6K | 0.01% | −1−0.2% | Reduced |
| Covestor Ltd | 515 | $218.0K | 0.14% | +50+10.8% | Added |
| BluePath Capital Management, LLC | 500 | $219.6K | 0.12% | +500 | New |
| Swiss Life Asset Management Ltd | 523 | $221.4K | 0.00% | +523 | New |
| Gibbs Wealth Management | 525 | $222.6K | 0.06% | −1,269−70.7% | Reduced |
| Mindset Wealth Management, LLC | 525 | $222.6K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 529 | $224.3K | 0.00% | +529 | New |
| Bravias Capital Group, LLC | 515 | $224.9K | 0.18% | +515 | New |
| Glenview Trust Co | 531 | $225.2K | 0.00% | −249−31.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 532 | $225.6K | 0.01% | −11−2.0% | Reduced |
| Journey Strategic Wealth LLC | 538 | $228.2K | 0.01% | −33−5.8% | Reduced |
| Leeward Financial Partners, LLC | 539 | $228.6K | 0.08% | +539 | New |
| R Squared Ltd | 540 | $229.0K | 0.22% | +540 | New |
| Flow Traders U.S. LLC | 567 | $240.0K | 0.01% | +567 | New |
| Canandaigua National Bank & Trust Co | 567 | $240.4K | 0.02% | −28−4.7% | Reduced |
| Sterling Capital Management LLC | 568 | $240.9K | 0.00% | −74−11.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 571 | $242.2K | 0.00% | +571 | New |
| Dynamic Advisor Solutions LLC | 573 | $243.0K | 0.01% | −537−48.4% | Reduced |
| Private Advisor Group, LLC | 588 | $249.5K | 0.00% | −467−44.3% | Reduced |
| Connecticut Wealth Management, LLC | 590 | $250.2K | 0.01% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 595 | $252.3K | 0.20% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 599 | $254.0K | 0.13% | +86+16.8% | Added |
| AXS Investments LLC | 600 | $254.4K | 0.07% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 600 | $254.4K | 0.25% | +600 | New |
| Keebeck Wealth Management, LLC | 604 | $256.1K | 0.04% | +604 | New |
| Holderness Investments Co | 605 | $256.6K | 0.06% | +605 | New |
| Claret Asset Management Corp | 606 | $257.0K | 0.04% | +4+0.7% | Added |
| Balboa Wealth Partners | 612 | $259.5K | 0.06% | +612 | New |
| West Michigan Advisors, LLC | 616 | $261.2K | 0.08% | +616 | New |
| Abel Hall, LLC | 619 | $262.7K | 0.17% | 00.0% | Unchanged |
| PFG Advisors | 623 | $264.2K | 0.02% | +623 | New |
| Strategic Blueprint, LLC | 627 | $265.9K | 0.02% | −29−4.4% | Reduced |
| Kingsview Wealth Management, LLC | 631 | $267.7K | 0.01% | −5−0.8% | Reduced |
| Everence Capital Management Inc | 640 | $271.0K | 0.02% | +640 | New |
| GAMMA Investing LLC | 641 | $271.8K | 0.02% | +79+14.1% | Added |
| Castleark Management LLC | 650 | $275.6K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 650 | $275.6K | 0.21% | +650 | New |
| Prelude Capital Management, LLC | 652 | $276.5K | 0.02% | −148−18.5% | Reduced |
| Shay Capital LLC | 658 | $279.0K | 0.07% | +658 | New |
| Gen-Wealth Partners Inc | 667 | $282.8K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 688 | $291.8K | 0.00% | +688 | New |
| HB Wealth Management, LLC | 688 | $291.8K | 0.00% | +688 | New |
| Northstar Advisory Group, LLC | 693 | $293.9K | 0.15% | −758−52.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 700 | $296.8K | 0.01% | +700 | New |
| Naviter Wealth, LLC | 700 | $296.8K | 0.04% | +700 | New |
| Dorsey & Whitney Trust CO LLC | 713 | $302.4K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 736 | $312.1K | 0.01% | −943−56.2% | Reduced |
| Moors & Cabot, Inc. | 738 | $313.0K | 0.01% | +738 | New |
| Callan Family Office, LLC | 746 | $316.3K | 0.02% | +746 | New |
| Boothbay Fund Management, LLC | 749 | $317.6K | 0.01% | +749 | New |
| Ronald Blue Trust, Inc. | 752 | $318.9K | 0.00% | −45−5.6% | Reduced |
| Highland Capital Management, LLC | 757 | $321.0K | 0.02% | +50+7.1% | Added |
| CIBC Private Wealth Group, LLC | 732 | $329.4K | 0.00% | −8−1.1% | Reduced |
| We Are One Seven, LLC | 780 | $330.8K | 0.01% | −54−6.5% | Reduced |
| CAPROCK Group, Inc. | 780 | $330.8K | 0.01% | +9+1.2% | Added |
| PharVision Advisers, LLC | 786 | $333.3K | 0.28% | +786 | New |
| Brown Advisory Inc | 788 | $334.2K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 788 | $334.2K | 0.01% | +29+3.8% | Added |
| Cyndeo Wealth Partners, LLC | 790 | $335.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 789 | $335.8K | 0.02% | +789 | New |
| IHT Wealth Management, LLC | 798 | $338.5K | 0.01% | −50−5.9% | Reduced |
| Verdence Capital Advisors LLC | 799 | $338.9K | 0.03% | −31−3.7% | Reduced |
| Maven Securities LTD | 800 | $339.2K | 0.05% | +800 | New |
| Rafferty Asset Management, LLC | 810 | $343.5K | 0.00% | −10−1.2% | Reduced |
| City Center Advisors, LLC | 811 | $343.9K | 0.39% | −302−27.1% | Reduced |
| Pinnacle Financial Partners Inc | 816 | $346.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 831 | $352.4K | 0.01% | +1+0.1% | Added |
| NewEdge Wealth, LLC | 840 | $356.4K | 0.01% | +840 | New |