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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
Royce & Associates LP845$358.3K0.00%−5,577−86.8%Reduced
Cresset Asset Management, LLC847$359.4K0.00%−1,010−54.4%Reduced
Kingswood Wealth Advisors, LLC848$359.6K0.03%+848New
Gallacher Capital Management LLC855$362.6K0.18%+276+47.7%Added
Blueshift Asset Management, LLC863$366.0K0.13%−295−25.5%Reduced
Farther Finance Advisors, LLC863$366.0K0.01%−263−23.4%Reduced
Meiji Yasuda Asset Management Co Ltd.866$367.2K0.01%−9−1.0%Reduced
Boston Trust Walden Corp875$371.1K0.00%+254+40.9%Added
Mercer Global Advisors Inc875$371.1K0.00%+281+47.3%Added
Applied Finance Capital Management, LLC876$371.5K0.02%00.0%Unchanged
Profund Advisors LLC880$373.2K0.01%−145−14.1%Reduced
Impact Partnership Wealth, LLC893$378.7K0.08%−7−0.8%Reduced
Wellington Shields & Co., LLC896$380.0K0.12%+150+20.1%Added
Syon Capital LLC898$380.8K0.03%−33−3.5%Reduced
Armis Advisers, LLC898$380.8K0.05%+898New
Knollwood Investment Advisory, LLC900$381.7K0.04%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC907$384.0K0.29%+125+16.0%Added
Sunbelt Securities, Inc.895$384.2K0.03%+466+108.6%Added
L2 Asset Management, LLC913$387.3K0.08%−35−3.7%Reduced
Spire Wealth Management915$387.8K0.01%+101+12.4%Added
Lifestyle Asset Management, Inc.918$389.3K0.21%−94−9.3%Reduced
Evoke Wealth, LLC919$389.7K0.01%+12+1.3%Added
Moody Aldrich Partners LLC928$393.5K0.07%−2−0.2%Reduced
National Bank of Canada937$397.4K0.00%+786+520.5%Added
Anb Bank950$402.9K0.18%+950New
Icon Wealth Advisors, LLC953$404.1K0.03%+72+8.2%Added
Sawgrass Asset Management LLC968$410.5K0.05%−418−30.2%Reduced
Precision Wealth Strategies, LLC972$412.2K0.32%+972New
TD Private Client Wealth LLC980$415.6K0.01%−107−9.8%Reduced
Umb Bank N A981$416.0K0.01%+45+4.8%Added
Exchange Traded Concepts, LLC990$419.8K0.01%−5,535−84.8%Reduced
Sherbrooke Park Advisers LLC990$419.8K0.13%+990New
Thompson Davis & Co., Inc.990$419.9K0.27%+95+10.6%Added
Principal Securities, Inc.994$421.5K0.01%−223−18.3%Reduced
Sound View Wealth Advisors Group, LLC994$421.5K0.03%+60+6.4%Added
Deltec Asset Management LLC1,000$424.1K0.08%+1,000New
Alps Advisors Inc1,030$436.8K0.00%00.0%Unchanged
Ibex Wealth Advisors1,044$442.8K0.05%+1,044New
XTX Topco Ltd1,049$444.8K0.04%−251−19.3%Reduced
Scotia Capital Inc.1,052$446.1K0.00%−24−2.2%Reduced
Amundi992$446.7K0.00%−60−5.7%Reduced
Flagship Harbor Advisors, LLC1,065$451.8K0.02%+413+63.3%Added
Benchmark Investment Advisors LLC1,068$453.1K0.29%+1,068New
Simplex Trading, LLC1,080$457.0K0.01%−480−30.8%Reduced
Merit Financial Group, LLC1,079$457.7K0.01%+1,079New
Colony Group, LLC1,092$463.1K0.00%+504+85.7%Added
CIBC Asset Management Inc1,097$465.2K0.00%+54+5.2%Added
Aster Capital Management (DIFC) Ltd1,105$468.6K0.18%+1,105New
Diversify Advisory Services, LLC1,066$468.9K0.03%−205−16.1%Reduced
Encompass More Asset Management1,127$477.9K0.16%+1,127New
Wiley Bros.-Aintree Capital, LLC1,073$480.8K0.01%+534+99.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,164$493.5K0.01%+1,164New
Portside Wealth Group, LLC1,165$494.2K0.08%−1,089−48.3%Reduced
SkyOak Wealth, LLC1,180$500.4K0.11%−97−7.6%Reduced
Picton Mahoney Asset Management1,195$507.0K0.02%+228+23.6%Added
BOCHK Asset Management Ltd1,200$508.9K0.16%+1,200New
Diametric Capital, LP1,206$511.4K0.35%−543−31.0%Reduced
Intrust Bank NA1,208$512.3K0.05%−165−12.0%Reduced
Commerce Bank1,211$513.5K0.00%−97−7.4%Reduced
Proficio Capital Partners LLC1,211$513.5K0.04%+1,211New
First Hawaiian Bank1,225$519.5K0.02%−2,143−63.6%Reduced
Fifth Third Wealth Advisors LLC1,257$533.0K0.03%−13−1.0%Reduced
Equitable Holdings, Inc.1,271$539.0K0.01%+289+29.4%Added
Caxton Associates LP1,273$539.8K0.02%+1,273New
Benjamin Edwards Inc1,282$544.1K0.01%+98+8.3%Added
Hennion & Walsh Asset Management, Inc.1,287$545.8K0.02%+1,287New
Aviva PLC1,305$553.4K0.00%−580−30.8%Reduced
BTC Capital Management, Inc.1,326$562.3K0.05%+10+0.8%Added
Shelton Capital Management1,342$569.1K0.01%−60−4.3%Reduced
Northwestern Mutual Wealth Management Co1,351$573.1K0.00%−440−24.6%Reduced
Nations Financial Group Inc,1,358$575.9K0.04%+16+1.2%Added
Cynosure Management, LLC1,369$580.5K0.09%−611−30.9%Reduced
Verus Capital Partners, LLC1,397$592.4K0.06%−335−19.3%Reduced
CI Private Wealth, LLC1,412$598.8K0.00%+179+14.5%Added
Sequoia Financial Advisors, LLC1,413$599.2K0.01%−91−6.1%Reduced
Mount Lucas Management LP1,423$603.4K0.21%−301−17.5%Reduced
Petra Financial Advisors Inc1,430$606.3K0.41%+1,430New
Oak Thistle LLC1,464$620.8K0.18%+1,464New
Gsa Capital Partners LLP1,468$623.0K0.05%−243−14.2%Reduced
Quadrant Capital Group LLC1,470$623.4K0.04%−34−2.3%Reduced
KBC Group NV1,491$632.0K0.00%+488+48.7%Added
Warren Averett Asset Management, LLC1,497$634.8K0.01%+1,497New
Capital Management Associates1,500$636.1K0.75%00.0%Unchanged
Fox Run Management, L.L.C.1,507$639.1K0.12%−1,409−48.3%Reduced
Fortress Financial Solutions, LLC1,516$642.7K0.92%+1,516New
Dark Forest Capital Management LP1,516$642.9K0.09%+1,516New
Envestnet Portfolio Solutions, Inc.1,524$646.3K0.00%−379−19.9%Reduced
Sanders Morris Harris LLC1,500$648.0K0.10%00.0%Unchanged
HighPoint Advisor Group LLC1,492$648.4K0.04%−470−24.0%Reduced
Pensionmark Financial Group, LLC1,539$652.6K0.02%−1,373−47.1%Reduced
Catalyst Capital Advisors LLC1,545$655.2K0.01%−640−29.3%Reduced
Ethic Inc.1,551$657.7K0.01%+1,551New
Illumine Investment Management, LLC1,574$667.5K0.55%+1,574New
X-Square Capital, LLC1,600$678.0K0.28%00.0%Unchanged
Jefferies Financial Group Inc.1,602$679.3K0.01%+169+11.8%Added
Steel Peak Wealth Management LLC1,605$680.6K0.03%+1,605New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,472$690.0K0.00%00.0%Unchanged
Advisory Services Network, LLC1,653$700.9K0.01%+1,653New
Moloney Securities Asset Management, LLC1,659$703.4K0.09%−922−35.7%Reduced
ProShare Advisors LLC1,659$703.5K0.00%+108+7.0%Added