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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
V-Square Quantitative Management LLC167$70.8K0.01%+41+32.5%Added
IFP Advisors, Inc170$72.1K0.00%+23+15.6%Added
Assetmark, Inc179$75.9K0.00%+7+4.1%Added
SBI Securities Co., Ltd.187$79.3K0.00%+187New
Financial Life Planners190$80.6K0.07%+190New
Huntington National Bank193$81.8K0.00%+21+12.2%Added
Oarsman Capital, Inc.207$87.9K0.02%−2−1.0%Reduced
Harbour Investments, Inc.210$89.2K0.00%+1+0.5%Added
AlphaCentric Advisors LLC214$90.7K0.09%−37−14.7%Reduced
Coston, McIsaac & Partners232$98.0K0.03%00.0%Unchanged
Reyes Financial Architecture, Inc.250$106.0K0.08%+250New
Parkside Financial Bank & Trust264$112.0K0.01%+52+24.5%Added
Contravisory Investment Management, Inc.288$122.1K0.03%+136+89.5%Added
AdvisorNet Financial, Inc342$145.0K0.01%−139−28.9%Reduced
Globeflex Capital L P347$147.1K0.01%+347New
Castleview Partners, LLC349$149.5K0.08%00.0%Unchanged
Quarry LP376$159.4K0.03%+175+87.1%Added
Virtus Fund Advisers, LLC378$160.3K0.50%−18−4.5%Reduced
Proequities, Inc.294$161.8K0.01%−534−64.5%Reduced
Signaturefd, LLC393$166.7K0.00%+16+4.2%Added
Headlands Technologies LLC393$166.7K0.02%+393New
Parallel Advisors, LLC394$167.1K0.00%+52+15.2%Added
Comprehensive Financial Planning, Inc.463$196.2K0.17%+463New
State of Wyoming470$199.3K0.03%−525−52.8%Reduced
Farringdon Capital, Ltd.481$204.0K0.08%+481New
Brendel Financial Advisors LLC488$207.0K0.13%+488New
WBI Investments495$209.7K0.05%−3,912−88.8%Reduced
denkapparat Operations GmbH496$210.3K0.31%+496New
Personal Cfo Solutions, LLC499$211.5K0.04%+499New
Retirement Guys Formula LLC504$213.8K0.11%−60−10.6%Reduced
Buckingham Strategic Partners505$214.2K0.00%+505New
Net Worth Advisory Group506$214.5K0.07%−15−2.9%Reduced
Belpointe Asset Management LLC607$214.6K0.01%−1−0.2%Reduced
Covestor Ltd515$218.0K0.14%+50+10.8%Added
BluePath Capital Management, LLC500$219.6K0.12%+500New
Swiss Life Asset Management Ltd523$221.4K0.00%+523New
Gibbs Wealth Management525$222.6K0.06%−1,269−70.7%Reduced
Mindset Wealth Management, LLC525$222.6K0.08%00.0%Unchanged
Marshall Wace, LLP529$224.3K0.00%+529New
Bravias Capital Group, LLC515$224.9K0.18%+515New
Glenview Trust Co531$225.2K0.00%−249−31.9%Reduced
Ashton Thomas Private Wealth, LLC532$225.6K0.01%−11−2.0%Reduced
Journey Strategic Wealth LLC538$228.2K0.01%−33−5.8%Reduced
Leeward Financial Partners, LLC539$228.6K0.08%+539New
R Squared Ltd540$229.0K0.22%+540New
Flow Traders U.S. LLC567$240.0K0.01%+567New
Canandaigua National Bank & Trust Co567$240.4K0.02%−28−4.7%Reduced
Sterling Capital Management LLC568$240.9K0.00%−74−11.5%Reduced
Kovitz Investment Group Partners, LLC571$242.2K0.00%+571New
Dynamic Advisor Solutions LLC573$243.0K0.01%−537−48.4%Reduced
Private Advisor Group, LLC588$249.5K0.00%−467−44.3%Reduced
Connecticut Wealth Management, LLC590$250.2K0.01%00.0%Unchanged
Indie Asset Partners, LLC595$252.3K0.20%00.0%Unchanged
Prosperity Financial Group, Inc.599$254.0K0.13%+86+16.8%Added
AXS Investments LLC600$254.4K0.07%00.0%Unchanged
Prakash Investment Advisors LLC600$254.4K0.25%+600New
Keebeck Wealth Management, LLC604$256.1K0.04%+604New
Holderness Investments Co605$256.6K0.06%+605New
Claret Asset Management Corp606$257.0K0.04%+4+0.7%Added
Balboa Wealth Partners612$259.5K0.06%+612New
West Michigan Advisors, LLC616$261.2K0.08%+616New
Abel Hall, LLC619$262.7K0.17%00.0%Unchanged
PFG Advisors623$264.2K0.02%+623New
Strategic Blueprint, LLC627$265.9K0.02%−29−4.4%Reduced
Kingsview Wealth Management, LLC631$267.7K0.01%−5−0.8%Reduced
Everence Capital Management Inc640$271.0K0.02%+640New
GAMMA Investing LLC641$271.8K0.02%+79+14.1%Added
Castleark Management LLC650$275.6K0.01%00.0%Unchanged
Optimize Financial Inc650$275.6K0.21%+650New
Prelude Capital Management, LLC652$276.5K0.02%−148−18.5%Reduced
Shay Capital LLC658$279.0K0.07%+658New
Gen-Wealth Partners Inc667$282.8K0.12%00.0%Unchanged
Capstone Investment Advisors, LLC688$291.8K0.00%+688New
HB Wealth Management, LLC688$291.8K0.00%+688New
Northstar Advisory Group, LLC693$293.9K0.15%−758−52.2%Reduced
Edmond de Rothschild Holding S.A.700$296.8K0.01%+700New
Naviter Wealth, LLC700$296.8K0.04%+700New
Dorsey & Whitney Trust CO LLC713$302.4K0.02%00.0%Unchanged
Apollon Wealth Management, LLC736$312.1K0.01%−943−56.2%Reduced
Moors & Cabot, Inc.738$313.0K0.01%+738New
Callan Family Office, LLC746$316.3K0.02%+746New
Boothbay Fund Management, LLC749$317.6K0.01%+749New
Ronald Blue Trust, Inc.752$318.9K0.00%−45−5.6%Reduced
Highland Capital Management, LLC757$321.0K0.02%+50+7.1%Added
CIBC Private Wealth Group, LLC732$329.4K0.00%−8−1.1%Reduced
We Are One Seven, LLC780$330.8K0.01%−54−6.5%Reduced
CAPROCK Group, Inc.780$330.8K0.01%+9+1.2%Added
PharVision Advisers, LLC786$333.3K0.28%+786New
Brown Advisory Inc788$334.2K0.00%00.0%Unchanged
Dakota Wealth Management788$334.2K0.01%+29+3.8%Added
Cyndeo Wealth Partners, LLC790$335.0K0.02%00.0%Unchanged
Plato Investment Management Ltd789$335.8K0.02%+789New
IHT Wealth Management, LLC798$338.5K0.01%−50−5.9%Reduced
Verdence Capital Advisors LLC799$338.9K0.03%−31−3.7%Reduced
Maven Securities LTD800$339.2K0.05%+800New
Rafferty Asset Management, LLC810$343.5K0.00%−10−1.2%Reduced
City Center Advisors, LLC811$343.9K0.39%−302−27.1%Reduced
Pinnacle Financial Partners Inc816$346.0K0.01%00.0%Unchanged
Forum Financial Management, LP831$352.4K0.01%+1+0.1%Added
NewEdge Wealth, LLC840$356.4K0.01%+840New