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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 1,662 | $704.7K | 0.00% | −184−10.0% | Reduced |
| Skye Global Management LP | 1,680 | $712.4K | 0.01% | +1,680 | New |
| Quest Partners LLC | 1,695 | $718.8K | 0.10% | −712−29.6% | Reduced |
| Jain Global LLC | 1,695 | $718.8K | 0.02% | +1,695 | New |
| Resources Investment Advisors, LLC. | 1,716 | $727.7K | 0.01% | −196−10.3% | Reduced |
| Alpha DNA Investment Management LLC | 1,756 | $744.6K | 0.41% | +1,756 | New |
| Regions Financial Corp | 1,764 | $748.0K | 0.01% | −187−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,765 | $748.6K | 0.01% | +1,045+145.1% | Added |
| Shell Asset Management Co | 1,768 | $750.0K | 0.03% | −2−0.1% | Reduced |
| Versor Investments LP | 1,788 | $758.2K | 0.13% | −296−14.2% | Reduced |
| BayBridge Capital Group, LLC | 1,803 | $764.7K | 0.55% | −285−13.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,826 | $774.3K | 0.01% | +43+2.4% | Added |
| Trust Point Inc. | 1,827 | $774.8K | 0.05% | +32+1.8% | Added |
| Harvest Fund Management Co., Ltd | 1,840 | $780.0K | 0.04% | −48−2.5% | Reduced |
| Quantessence Capital LLC | 1,849 | $784.1K | 0.32% | +1,849 | New |
| Maryland State Retirement & Pension System | 1,876 | $795.5K | 0.02% | −130−6.5% | Reduced |
| Coldstream Capital Management Inc | 1,888 | $800.6K | 0.02% | −212−10.1% | Reduced |
| Virtu Financial LLC | 1,893 | $803.0K | 0.04% | +1,893 | New |
| Kane Investment Management, Inc. | 1,896 | $804.6K | 0.45% | +1,896 | New |
| Utah Retirement Systems | 1,900 | $805.7K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,904 | $807.4K | 0.09% | −355−15.7% | Reduced |
| Strid Group, LLC | 1,907 | $808.7K | 0.13% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 1,911 | $810.4K | 0.04% | −369−16.2% | Reduced |
| HMS Capital Management, LLC | 1,974 | $837.2K | 0.40% | −6−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 1,998 | $847.3K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,001 | $848.7K | 0.23% | −72−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,011 | $852.8K | 0.02% | +423+26.6% | Added |
| Silver Oak Securities, Inc | 2,016 | $865.5K | 0.08% | −218−9.8% | Reduced |
| Fifth Third Bancorp | 2,059 | $873.1K | 0.00% | −18−0.9% | Reduced |
| Atria Investments LLC | 2,107 | $893.7K | 0.01% | −869−29.2% | Reduced |
| Evergreen Capital Management LLC | 2,129 | $902.8K | 0.03% | +61+2.9% | Added |
| Guggenheim Capital LLC | 2,155 | $913.8K | 0.01% | −2,455−53.3% | Reduced |
| Integrated Wealth Concepts LLC | 2,158 | $915.3K | 0.01% | +181+9.2% | Added |
| Linden Thomas Advisory Services, LLC | 2,218 | $940.6K | 0.12% | +388+21.2% | Added |
| Hillsdale Investment Management Inc. | 2,240 | $949.9K | 0.05% | +40+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,260 | $958.4K | 0.00% | +300+15.3% | Added |
| Quantinno Capital Management LP | 2,286 | $969.4K | 0.01% | −1,441−38.7% | Reduced |
| Advisors Asset Management, Inc. | 2,289 | $970.7K | 0.02% | +1,138+98.9% | Added |
| Private Advisory Group LLC | 2,294 | $972.8K | 0.11% | +2,294 | New |
| Tudor Investment Corp Et Al | 2,328 | $987.2K | 0.01% | +2,328 | New |
| Change Path, LLC | 2,392 | $1.01M | 0.03% | −939−28.2% | Reduced |
| Inceptionr LLC | 2,417 | $1.02M | 0.23% | +2,417 | New |
| GWM Advisors LLC | 2,419 | $1.03M | 0.01% | +203+9.2% | Added |
| Baird Financial Group, Inc. | 2,505 | $1.06M | 0.00% | +781+45.3% | Added |
| Axxcess Wealth Management, LLC | 2,508 | $1.06M | 0.03% | +288+13.0% | Added |
| Captrust Financial Advisors | 2,600 | $1.10M | 0.00% | +588+29.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,618 | $1.11M | 0.04% | −62−2.3% | Reduced |
| TrimTabs Asset Management, LLC | 2,667 | $1.13M | 0.15% | +2,667 | New |
| Securian Asset Management, Inc | 2,682 | $1.14M | 0.03% | −132−4.7% | Reduced |
| Empowered Funds, LLC | 2,709 | $1.15M | 0.02% | +2,709 | New |
| Aquatic Capital Management LLC | 2,733 | $1.16M | 0.03% | −3,147−53.5% | Reduced |
| STRS Ohio | 2,775 | $1.18M | 0.00% | −532−16.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,782 | $1.18M | 0.01% | −3,575−56.2% | Reduced |
| Kiker Wealth Management, LLC | 2,783 | $1.18M | 0.96% | +2,783 | New |
| Sanctuary Advisors, LLC | 2,839 | $1.23M | 0.01% | −126−4.2% | Reduced |
| Greenwood Capital Associates LLC | 2,991 | $1.27M | 0.17% | −453−13.2% | Reduced |
| Gallo Partners, LP | 3,095 | $1.31M | 0.97% | +3,095 | New |
| Legato Capital Management LLC | 3,130 | $1.33M | 0.17% | +1,740+125.2% | Added |
| Crossmark Global Holdings, Inc. | 3,132 | $1.33M | 0.02% | +292+10.3% | Added |
| Graham Capital Management, L.P. | 3,133 | $1.33M | 0.04% | +3,133 | New |
| Smith Group Asset Management, LLC | 3,137 | $1.33M | 0.10% | +18+0.6% | Added |
| Park Avenue Securities LLC | 3,146 | $1.33M | 0.01% | +316+11.2% | Added |
| Nebula Research & Development LLC | 3,198 | $1.36M | 0.16% | +1,728+117.6% | Added |
| Counterpoint Mutual Funds LLC | 3,199 | $1.36M | 0.17% | +3,199 | New |
| Catalyst Funds Management Pty Ltd | 3,225 | $1.37M | 0.34% | +3,225 | New |
| Hilltop Holdings Inc. | 3,458 | $1.47M | 0.09% | −3,508−50.4% | Reduced |
| Kestra Investment Management, LLC | 3,480 | $1.48M | 0.06% | +763+28.1% | Added |
| Alliance Wealth Advisors, LLC | 3,490 | $1.48M | 0.38% | −906−20.6% | Reduced |
| Optimum Investment Advisors | 3,494 | $1.48M | 0.65% | −550−13.6% | Reduced |
| Saturna Capital CORP | 3,499 | $1.48M | 0.02% | +191+5.8% | Added |
| Kestra Advisory Services, LLC | 3,536 | $1.50M | 0.01% | +53+1.5% | Added |
| Bridges Investment Management Inc | 3,570 | $1.51M | 0.02% | +498+16.2% | Added |
| Pitcairn Co | 3,607 | $1.53M | 0.09% | +95+2.7% | Added |
| JustInvest LLC | 3,636 | $1.54M | 0.02% | +261+7.7% | Added |
| Roman Butler Fullerton & Co | 3,898 | $1.58M | 0.50% | −325−7.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,731 | $1.58M | 0.00% | +1,107+42.2% | Added |
| New York Life Investment Management LLC | 3,734 | $1.58M | 0.02% | −329−8.1% | Reduced |
| Wolverine Trading, LLC | 3,699 | $1.59M | 0.04% | +1,951+111.6% | Added |
| Laurus Investment Counsel Inc. | 3,760 | $1.59M | 0.82% | −1,510−28.7% | Reduced |
| North Star Investment Management Corp. | 3,800 | $1.61M | 0.11% | −600−13.6% | Reduced |
| Schwartz Investment Counsel Inc | 3,800 | $1.61M | 0.06% | +400+11.8% | Added |
| Verition Fund Management LLC | 3,848 | $1.63M | 0.01% | +55+1.5% | Added |
| Yorktown Management & Research Co Inc | 3,900 | $1.65M | 1.59% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,995 | $1.69M | 0.00% | +3,995 | New |
| Polar Asset Management Partners Inc. | 4,000 | $1.70M | 0.03% | +4,000 | New |
| Daiwa Securities Group Inc. | 4,030 | $1.71M | 0.01% | +730+22.1% | Added |
| Norden Group LLC | 4,031 | $1.71M | 0.19% | −1,462−26.6% | Reduced |
| State of Alaska, Department of Revenue | 4,045 | $1.72M | 0.02% | −95−2.3% | Reduced |
| Argent Capital Management LLC | 4,054 | $1.72M | 0.05% | +4,054 | New |
| Virtus Investment Advisers, Inc. | 4,086 | $1.73M | 1.36% | +2,037+99.4% | Added |
| Savant Capital, LLC | 4,101 | $1.74M | 0.01% | +33+0.8% | Added |
| Bosman Wealth Management, LLC | 4,133 | $1.75M | 1.69% | +4,133 | New |
| Divisar Capital Management LLC | 4,159 | $1.76M | 0.38% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,163 | $1.77M | 0.02% | −14−0.3% | Reduced |
| Diversify Wealth Management, LLC | 4,081 | $1.80M | 0.14% | +1,578+63.0% | Added |
| Oppenheimer Asset Management Inc. | 4,290 | $1.82M | 0.02% | −870−16.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,316 | $1.83M | 0.55% | −132−3.0% | Reduced |
| Mackenzie Financial Corp | 4,381 | $1.86M | 0.00% | +4,381 | New |
| Ritholtz Wealth Management | 4,439 | $1.88M | 0.06% | −60−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,446 | $1.89M | 0.02% | −6,082−57.8% | Reduced |