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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
Glenmede Trust Co NA0$00.00%−549−100.0%Sold out
Origin Asset Management LLP0$00.00%−540−100.0%Sold out
Millburn Ridgefield Corp0$00.00%−370−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−227−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−72−100.0%Sold out
NBC Securities, Inc.0$00.00%−37−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−28−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−18−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−17−100.0%Sold out
First Financial Corp0$00.00%−16−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−16−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−14−100.0%Sold out
Valued Wealth Advisors LLC0$00.00%−5−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−3−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−3−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−3−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Avion Wealth0$00.00%−1−100.0%Sold out
Raymond James & Associates––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Eagle Asset Management Inc––––Not filed
ClariVest Asset Management LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
RK Capital Management, LLC––––Not filed