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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 845 | $358.3K | 0.00% | −5,577−86.8% | Reduced |
| Cresset Asset Management, LLC | 847 | $359.4K | 0.00% | −1,010−54.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 848 | $359.6K | 0.03% | +848 | New |
| Gallacher Capital Management LLC | 855 | $362.6K | 0.18% | +276+47.7% | Added |
| Blueshift Asset Management, LLC | 863 | $366.0K | 0.13% | −295−25.5% | Reduced |
| Farther Finance Advisors, LLC | 863 | $366.0K | 0.01% | −263−23.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 866 | $367.2K | 0.01% | −9−1.0% | Reduced |
| Boston Trust Walden Corp | 875 | $371.1K | 0.00% | +254+40.9% | Added |
| Mercer Global Advisors Inc | 875 | $371.1K | 0.00% | +281+47.3% | Added |
| Applied Finance Capital Management, LLC | 876 | $371.5K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 880 | $373.2K | 0.01% | −145−14.1% | Reduced |
| Impact Partnership Wealth, LLC | 893 | $378.7K | 0.08% | −7−0.8% | Reduced |
| Wellington Shields & Co., LLC | 896 | $380.0K | 0.12% | +150+20.1% | Added |
| Syon Capital LLC | 898 | $380.8K | 0.03% | −33−3.5% | Reduced |
| Armis Advisers, LLC | 898 | $380.8K | 0.05% | +898 | New |
| Knollwood Investment Advisory, LLC | 900 | $381.7K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 907 | $384.0K | 0.29% | +125+16.0% | Added |
| Sunbelt Securities, Inc. | 895 | $384.2K | 0.03% | +466+108.6% | Added |
| L2 Asset Management, LLC | 913 | $387.3K | 0.08% | −35−3.7% | Reduced |
| Spire Wealth Management | 915 | $387.8K | 0.01% | +101+12.4% | Added |
| Lifestyle Asset Management, Inc. | 918 | $389.3K | 0.21% | −94−9.3% | Reduced |
| Evoke Wealth, LLC | 919 | $389.7K | 0.01% | +12+1.3% | Added |
| Moody Aldrich Partners LLC | 928 | $393.5K | 0.07% | −2−0.2% | Reduced |
| National Bank of Canada | 937 | $397.4K | 0.00% | +786+520.5% | Added |
| Anb Bank | 950 | $402.9K | 0.18% | +950 | New |
| Icon Wealth Advisors, LLC | 953 | $404.1K | 0.03% | +72+8.2% | Added |
| Sawgrass Asset Management LLC | 968 | $410.5K | 0.05% | −418−30.2% | Reduced |
| Precision Wealth Strategies, LLC | 972 | $412.2K | 0.32% | +972 | New |
| TD Private Client Wealth LLC | 980 | $415.6K | 0.01% | −107−9.8% | Reduced |
| Umb Bank N A | 981 | $416.0K | 0.01% | +45+4.8% | Added |
| Exchange Traded Concepts, LLC | 990 | $419.8K | 0.01% | −5,535−84.8% | Reduced |
| Sherbrooke Park Advisers LLC | 990 | $419.8K | 0.13% | +990 | New |
| Thompson Davis & Co., Inc. | 990 | $419.9K | 0.27% | +95+10.6% | Added |
| Principal Securities, Inc. | 994 | $421.5K | 0.01% | −223−18.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 994 | $421.5K | 0.03% | +60+6.4% | Added |
| Deltec Asset Management LLC | 1,000 | $424.1K | 0.08% | +1,000 | New |
| Alps Advisors Inc | 1,030 | $436.8K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,044 | $442.8K | 0.05% | +1,044 | New |
| XTX Topco Ltd | 1,049 | $444.8K | 0.04% | −251−19.3% | Reduced |
| Scotia Capital Inc. | 1,052 | $446.1K | 0.00% | −24−2.2% | Reduced |
| Amundi | 992 | $446.7K | 0.00% | −60−5.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,065 | $451.8K | 0.02% | +413+63.3% | Added |
| Benchmark Investment Advisors LLC | 1,068 | $453.1K | 0.29% | +1,068 | New |
| Simplex Trading, LLC | 1,080 | $457.0K | 0.01% | −480−30.8% | Reduced |
| Merit Financial Group, LLC | 1,079 | $457.7K | 0.01% | +1,079 | New |
| Colony Group, LLC | 1,092 | $463.1K | 0.00% | +504+85.7% | Added |
| CIBC Asset Management Inc | 1,097 | $465.2K | 0.00% | +54+5.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,105 | $468.6K | 0.18% | +1,105 | New |
| Diversify Advisory Services, LLC | 1,066 | $468.9K | 0.03% | −205−16.1% | Reduced |
| Encompass More Asset Management | 1,127 | $477.9K | 0.16% | +1,127 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,073 | $480.8K | 0.01% | +534+99.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,164 | $493.5K | 0.01% | +1,164 | New |
| Portside Wealth Group, LLC | 1,165 | $494.2K | 0.08% | −1,089−48.3% | Reduced |
| SkyOak Wealth, LLC | 1,180 | $500.4K | 0.11% | −97−7.6% | Reduced |
| Picton Mahoney Asset Management | 1,195 | $507.0K | 0.02% | +228+23.6% | Added |
| BOCHK Asset Management Ltd | 1,200 | $508.9K | 0.16% | +1,200 | New |
| Diametric Capital, LP | 1,206 | $511.4K | 0.35% | −543−31.0% | Reduced |
| Intrust Bank NA | 1,208 | $512.3K | 0.05% | −165−12.0% | Reduced |
| Commerce Bank | 1,211 | $513.5K | 0.00% | −97−7.4% | Reduced |
| Proficio Capital Partners LLC | 1,211 | $513.5K | 0.04% | +1,211 | New |
| First Hawaiian Bank | 1,225 | $519.5K | 0.02% | −2,143−63.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,257 | $533.0K | 0.03% | −13−1.0% | Reduced |
| Equitable Holdings, Inc. | 1,271 | $539.0K | 0.01% | +289+29.4% | Added |
| Caxton Associates LP | 1,273 | $539.8K | 0.02% | +1,273 | New |
| Benjamin Edwards Inc | 1,282 | $544.1K | 0.01% | +98+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,287 | $545.8K | 0.02% | +1,287 | New |
| Aviva PLC | 1,305 | $553.4K | 0.00% | −580−30.8% | Reduced |
| BTC Capital Management, Inc. | 1,326 | $562.3K | 0.05% | +10+0.8% | Added |
| Shelton Capital Management | 1,342 | $569.1K | 0.01% | −60−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,351 | $573.1K | 0.00% | −440−24.6% | Reduced |
| Nations Financial Group Inc, | 1,358 | $575.9K | 0.04% | +16+1.2% | Added |
| Cynosure Management, LLC | 1,369 | $580.5K | 0.09% | −611−30.9% | Reduced |
| Verus Capital Partners, LLC | 1,397 | $592.4K | 0.06% | −335−19.3% | Reduced |
| CI Private Wealth, LLC | 1,412 | $598.8K | 0.00% | +179+14.5% | Added |
| Sequoia Financial Advisors, LLC | 1,413 | $599.2K | 0.01% | −91−6.1% | Reduced |
| Mount Lucas Management LP | 1,423 | $603.4K | 0.21% | −301−17.5% | Reduced |
| Petra Financial Advisors Inc | 1,430 | $606.3K | 0.41% | +1,430 | New |
| Oak Thistle LLC | 1,464 | $620.8K | 0.18% | +1,464 | New |
| Gsa Capital Partners LLP | 1,468 | $623.0K | 0.05% | −243−14.2% | Reduced |
| Quadrant Capital Group LLC | 1,470 | $623.4K | 0.04% | −34−2.3% | Reduced |
| KBC Group NV | 1,491 | $632.0K | 0.00% | +488+48.7% | Added |
| Warren Averett Asset Management, LLC | 1,497 | $634.8K | 0.01% | +1,497 | New |
| Capital Management Associates | 1,500 | $636.1K | 0.75% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,507 | $639.1K | 0.12% | −1,409−48.3% | Reduced |
| Fortress Financial Solutions, LLC | 1,516 | $642.7K | 0.92% | +1,516 | New |
| Dark Forest Capital Management LP | 1,516 | $642.9K | 0.09% | +1,516 | New |
| Envestnet Portfolio Solutions, Inc. | 1,524 | $646.3K | 0.00% | −379−19.9% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $648.0K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,492 | $648.4K | 0.04% | −470−24.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,539 | $652.6K | 0.02% | −1,373−47.1% | Reduced |
| Catalyst Capital Advisors LLC | 1,545 | $655.2K | 0.01% | −640−29.3% | Reduced |
| Ethic Inc. | 1,551 | $657.7K | 0.01% | +1,551 | New |
| Illumine Investment Management, LLC | 1,574 | $667.5K | 0.55% | +1,574 | New |
| X-Square Capital, LLC | 1,600 | $678.0K | 0.28% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,602 | $679.3K | 0.01% | +169+11.8% | Added |
| Steel Peak Wealth Management LLC | 1,605 | $680.6K | 0.03% | +1,605 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,472 | $690.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,653 | $700.9K | 0.01% | +1,653 | New |
| Moloney Securities Asset Management, LLC | 1,659 | $703.4K | 0.09% | −922−35.7% | Reduced |
| ProShare Advisors LLC | 1,659 | $703.5K | 0.00% | +108+7.0% | Added |