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 |
|---|---|---|---|---|---|
| Bank of Montreal | 10,036 | $4.26M | 0.00% | −8,766−46.6% | Reduced |
| Crown Advisors Management, Inc. | 10,000 | $4.24M | 2.72% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,851 | $4.18M | 0.01% | +1,700+20.9% | Added |
| Louisiana State Employees Retirement System | 9,800 | $4.16M | 0.08% | −100−1.0% | Reduced |
| Monument Capital Management | 9,753 | $4.14M | 1.14% | +70+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,538 | $4.04M | 0.27% | +9,538 | New |
| Jump Financial, LLC | 9,513 | $4.03M | 0.08% | +7,939+504.4% | Added |
| Dorchester Wealth Management Co | 9,360 | $3.97M | 0.79% | −150−1.6% | Reduced |
| Handelsbanken Fonder AB | 9,137 | $3.88M | 0.01% | +1,500+19.6% | Added |
| Freedom Day Solutions, LLC | 8,986 | $3.81M | 1.14% | +192+2.2% | Added |
| Quadrature Capital Ltd | 8,692 | $3.69M | 0.07% | +8,692 | New |
| Cambridge Investment Research Advisors, Inc. | 8,558 | $3.63M | 0.01% | +776+10.0% | Added |
| 4D Advisors, LLC | 8,500 | $3.60M | 2.53% | +8,500 | New |
| State of Michigan Retirement System | 8,400 | $3.56M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,348 | $3.54M | 0.01% | −8−0.1% | Reduced |
| Quantbot Technologies LP | 8,323 | $3.53M | 0.13% | +8,323 | New |
| Janney Montgomery Scott LLC | 8,294 | $3.52M | 0.01% | +2,094+33.8% | Added |
| KLP Kapitalforvaltning AS | 8,100 | $3.43M | 0.02% | +8,100 | New |
| CIBC World Markets Inc. | 7,982 | $3.38M | 0.01% | +2,863+55.9% | Added |
| Zacks Investment Management | 7,982 | $3.38M | 0.03% | −668−7.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,885 | $3.34M | 0.07% | −5−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,836 | $3.32M | 0.02% | −30.0% | Reduced |
| New Age Alpha Advisors, LLC | 7,722 | $3.27M | 0.13% | +7,722 | New |
| Redwood Investments, LLC | 7,669 | $3.25M | 0.87% | −15,026−66.2% | Reduced |
| New Mexico Educational Retirement Board | 7,400 | $3.14M | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,376 | $3.13M | 0.01% | −1,219−14.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,270 | $3.08M | 0.10% | +7,270 | New |
| Xponance, Inc. | 7,233 | $3.07M | 0.03% | +308+4.4% | Added |
| Oregon Public Employees Retirement Fund | 7,202 | $3.05M | 0.06% | −70−1.0% | Reduced |
| Regents Gate Capital LLP | 7,193 | $3.05M | 1.21% | +7,193 | New |
| Ameritas Investment Partners, Inc. | 7,106 | $3.01M | 0.10% | −190−2.6% | Reduced |
| Diversified Trust Co | 7,070 | $3.00M | 0.07% | +7,070 | New |
| Point72 Europe (London) LLP | 6,831 | $2.90M | 0.17% | +6,831 | New |
| Horizon Investment Services, LLC | 6,802 | $2.88M | 1.23% | −74−1.1% | Reduced |
| RFG Advisory, LLC | 6,725 | $2.85M | 0.08% | +275+4.3% | Added |
| Hunter Associates Investment Management LLC | 6,541 | $2.77M | 0.42% | −224−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,451 | $2.74M | 0.00% | +9+0.1% | Added |
| LRT Capital Management, LLC | 6,366 | $2.70M | 2.11% | +188+3.0% | Added |
| Strategic Global Advisors, LLC | 6,213 | $2.63M | 0.48% | +267+4.5% | Added |
| Centiva Capital, LP | 6,082 | $2.58M | 0.10% | +4,985+454.4% | Added |
| Meritage Portfolio Management | 5,940 | $2.52M | 0.16% | +412+7.5% | Added |
| Vestcor Inc | 5,813 | $2.46M | 0.08% | +427+7.9% | Added |
| Commonwealth Equity Services, LLC | 5,770 | $2.45M | 0.00% | +1,704+41.9% | Added |
| Cetera Investment Advisers | 5,647 | $2.39M | 0.01% | +101+1.8% | Added |
| CBOE Vest Financial, LLC | 5,583 | $2.37M | 0.04% | +1,670+42.7% | Added |
| Shaker Investments LLC | 5,477 | $2.32M | 0.97% | −30−0.5% | Reduced |
| PDT Partners, LLC | 5,434 | $2.30M | 0.20% | −20.0% | Reduced |
| Cowa, LLC | 5,328 | $2.26M | 1.04% | −1,048−16.4% | Reduced |
| M&T Bank Corp | 5,328 | $2.26M | 0.01% | −52−1.0% | Reduced |
| Cim, LLC | 5,249 | $2.23M | 0.32% | −113−2.1% | Reduced |
| BNP Paribas | 5,157 | $2.21M | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,056 | $2.14M | 0.29% | +37+0.7% | Added |
| CWM, LLC | 5,033 | $2.13M | 0.01% | +1,564+45.1% | Added |
| CenterBook Partners LP | 5,009 | $2.12M | 0.13% | +5,009 | New |
| Consolidated Portfolio Review Corp | 4,986 | $2.11M | 0.33% | +4,986 | New |
| Pictet Asset Management Holding SA | 4,909 | $2.08M | 0.00% | +370+8.2% | Added |
| Private Client Services, LLC | 4,899 | $2.08M | 1.12% | −788−13.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,808 | $2.04M | 0.00% | +1,568+48.4% | Added |
| Entropy Technologies, LP | 4,801 | $2.04M | 0.21% | +1,000+26.3% | Added |
| Consolidated Planning Corp | 4,783 | $2.03M | 0.28% | +1,573+49.0% | Added |
| Ontario Teachers Pension Plan Board | 4,777 | $2.03M | 0.03% | +3,328+229.7% | Added |
| Nomura Holdings Inc | 4,708 | $2.00M | 0.01% | +4,708 | New |
| Sheaff Brock Investment Advisors, LLC | 4,647 | $1.97M | 0.17% | +4,647 | New |
| Advisor Group Holdings, Inc. | 4,539 | $1.93M | 0.00% | +76+1.7% | Added |
| Level Four Advisory Services, LLC | 4,513 | $1.91M | 0.08% | +764+20.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,446 | $1.89M | 0.02% | −6,082−57.8% | Reduced |
| Ritholtz Wealth Management | 4,439 | $1.88M | 0.06% | −60−1.3% | Reduced |
| Mackenzie Financial Corp | 4,381 | $1.86M | 0.00% | +4,381 | New |
| Jackson Creek Investment Advisors LLC | 4,316 | $1.83M | 0.55% | −132−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 4,290 | $1.82M | 0.02% | −870−16.9% | Reduced |
| Diversify Wealth Management, LLC | 4,081 | $1.80M | 0.14% | +1,578+63.0% | Added |
| Johnson Investment Counsel Inc | 4,163 | $1.77M | 0.02% | −14−0.3% | Reduced |
| Divisar Capital Management LLC | 4,159 | $1.76M | 0.38% | 00.0% | Unchanged |
| Bosman Wealth Management, LLC | 4,133 | $1.75M | 1.69% | +4,133 | New |
| Savant Capital, LLC | 4,101 | $1.74M | 0.01% | +33+0.8% | Added |
| Virtus Investment Advisers, Inc. | 4,086 | $1.73M | 1.36% | +2,037+99.4% | Added |
| Argent Capital Management LLC | 4,054 | $1.72M | 0.05% | +4,054 | New |
| State of Alaska, Department of Revenue | 4,045 | $1.72M | 0.02% | −95−2.3% | Reduced |
| Norden Group LLC | 4,031 | $1.71M | 0.19% | −1,462−26.6% | Reduced |
| Daiwa Securities Group Inc. | 4,030 | $1.71M | 0.01% | +730+22.1% | Added |
| Polar Asset Management Partners Inc. | 4,000 | $1.70M | 0.03% | +4,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,995 | $1.69M | 0.00% | +3,995 | New |
| Yorktown Management & Research Co Inc | 3,900 | $1.65M | 1.59% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,848 | $1.63M | 0.01% | +55+1.5% | Added |
| 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 |
| Laurus Investment Counsel Inc. | 3,760 | $1.59M | 0.82% | −1,510−28.7% | Reduced |
| Wolverine Trading, LLC | 3,699 | $1.59M | 0.04% | +1,951+111.6% | Added |
| New York Life Investment Management LLC | 3,734 | $1.58M | 0.02% | −329−8.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,731 | $1.58M | 0.00% | +1,107+42.2% | Added |
| Roman Butler Fullerton & Co | 3,898 | $1.58M | 0.50% | −325−7.7% | Reduced |
| JustInvest LLC | 3,636 | $1.54M | 0.02% | +261+7.7% | Added |
| Pitcairn Co | 3,607 | $1.53M | 0.09% | +95+2.7% | Added |
| Bridges Investment Management Inc | 3,570 | $1.51M | 0.02% | +498+16.2% | Added |
| Kestra Advisory Services, LLC | 3,536 | $1.50M | 0.01% | +53+1.5% | Added |
| Saturna Capital CORP | 3,499 | $1.48M | 0.02% | +191+5.8% | Added |
| Optimum Investment Advisors | 3,494 | $1.48M | 0.65% | −550−13.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,490 | $1.48M | 0.38% | −906−20.6% | Reduced |
| Kestra Investment Management, LLC | 3,480 | $1.48M | 0.06% | +763+28.1% | Added |
| Hilltop Holdings Inc. | 3,458 | $1.47M | 0.09% | −3,508−50.4% | Reduced |