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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,282 | $544.1K | 0.01% | +98+8.3% | Added |
| Caxton Associates LP | 1,273 | $539.8K | 0.02% | +1,273 | New |
| Equitable Holdings, Inc. | 1,271 | $539.0K | 0.01% | +289+29.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,257 | $533.0K | 0.03% | −13−1.0% | Reduced |
| First Hawaiian Bank | 1,225 | $519.5K | 0.02% | −2,143−63.6% | Reduced |
| Proficio Capital Partners LLC | 1,211 | $513.5K | 0.04% | +1,211 | New |
| Commerce Bank | 1,211 | $513.5K | 0.00% | −97−7.4% | Reduced |
| Intrust Bank NA | 1,208 | $512.3K | 0.05% | −165−12.0% | Reduced |
| Diametric Capital, LP | 1,206 | $511.4K | 0.35% | −543−31.0% | Reduced |
| BOCHK Asset Management Ltd | 1,200 | $508.9K | 0.16% | +1,200 | New |
| Picton Mahoney Asset Management | 1,195 | $507.0K | 0.02% | +228+23.6% | Added |
| SkyOak Wealth, LLC | 1,180 | $500.4K | 0.11% | −97−7.6% | Reduced |
| Portside Wealth Group, LLC | 1,165 | $494.2K | 0.08% | −1,089−48.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,164 | $493.5K | 0.01% | +1,164 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,073 | $480.8K | 0.01% | +534+99.1% | Added |
| Encompass More Asset Management | 1,127 | $477.9K | 0.16% | +1,127 | New |
| Diversify Advisory Services, LLC | 1,066 | $468.9K | 0.03% | −205−16.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,105 | $468.6K | 0.18% | +1,105 | New |
| CIBC Asset Management Inc | 1,097 | $465.2K | 0.00% | +54+5.2% | Added |
| Colony Group, LLC | 1,092 | $463.1K | 0.00% | +504+85.7% | Added |
| Merit Financial Group, LLC | 1,079 | $457.7K | 0.01% | +1,079 | New |
| Simplex Trading, LLC | 1,080 | $457.0K | 0.01% | −480−30.8% | Reduced |
| Benchmark Investment Advisors LLC | 1,068 | $453.1K | 0.29% | +1,068 | New |
| Flagship Harbor Advisors, LLC | 1,065 | $451.8K | 0.02% | +413+63.3% | Added |
| Amundi | 992 | $446.7K | 0.00% | −60−5.7% | Reduced |
| Scotia Capital Inc. | 1,052 | $446.1K | 0.00% | −24−2.2% | Reduced |
| XTX Topco Ltd | 1,049 | $444.8K | 0.04% | −251−19.3% | Reduced |
| Ibex Wealth Advisors | 1,044 | $442.8K | 0.05% | +1,044 | New |
| Alps Advisors Inc | 1,030 | $436.8K | 0.00% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 1,000 | $424.1K | 0.08% | +1,000 | New |
| 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 |
| Thompson Davis & Co., Inc. | 990 | $419.9K | 0.27% | +95+10.6% | 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 |
| Umb Bank N A | 981 | $416.0K | 0.01% | +45+4.8% | Added |
| TD Private Client Wealth LLC | 980 | $415.6K | 0.01% | −107−9.8% | Reduced |
| Precision Wealth Strategies, LLC | 972 | $412.2K | 0.32% | +972 | New |
| Sawgrass Asset Management LLC | 968 | $410.5K | 0.05% | −418−30.2% | Reduced |
| Icon Wealth Advisors, LLC | 953 | $404.1K | 0.03% | +72+8.2% | Added |
| Anb Bank | 950 | $402.9K | 0.18% | +950 | New |
| National Bank of Canada | 937 | $397.4K | 0.00% | +786+520.5% | Added |
| Moody Aldrich Partners LLC | 928 | $393.5K | 0.07% | −2−0.2% | Reduced |
| Evoke Wealth, LLC | 919 | $389.7K | 0.01% | +12+1.3% | Added |
| Lifestyle Asset Management, Inc. | 918 | $389.3K | 0.21% | −94−9.3% | Reduced |
| Spire Wealth Management | 915 | $387.8K | 0.01% | +101+12.4% | Added |
| L2 Asset Management, LLC | 913 | $387.3K | 0.08% | −35−3.7% | Reduced |
| Sunbelt Securities, Inc. | 895 | $384.2K | 0.03% | +466+108.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 907 | $384.0K | 0.29% | +125+16.0% | Added |
| Knollwood Investment Advisory, LLC | 900 | $381.7K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 898 | $380.8K | 0.03% | −33−3.5% | Reduced |
| Armis Advisers, LLC | 898 | $380.8K | 0.05% | +898 | New |
| Wellington Shields & Co., LLC | 896 | $380.0K | 0.12% | +150+20.1% | Added |
| Impact Partnership Wealth, LLC | 893 | $378.7K | 0.08% | −7−0.8% | Reduced |
| Profund Advisors LLC | 880 | $373.2K | 0.01% | −145−14.1% | Reduced |
| Applied Finance Capital Management, LLC | 876 | $371.5K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 875 | $371.1K | 0.00% | +281+47.3% | Added |
| Boston Trust Walden Corp | 875 | $371.1K | 0.00% | +254+40.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 866 | $367.2K | 0.01% | −9−1.0% | Reduced |
| Farther Finance Advisors, LLC | 863 | $366.0K | 0.01% | −263−23.4% | Reduced |
| Blueshift Asset Management, LLC | 863 | $366.0K | 0.13% | −295−25.5% | Reduced |
| Gallacher Capital Management LLC | 855 | $362.6K | 0.18% | +276+47.7% | Added |
| Kingswood Wealth Advisors, LLC | 848 | $359.6K | 0.03% | +848 | New |
| Cresset Asset Management, LLC | 847 | $359.4K | 0.00% | −1,010−54.4% | Reduced |
| Royce & Associates LP | 845 | $358.3K | 0.00% | −5,577−86.8% | Reduced |
| NewEdge Wealth, LLC | 840 | $356.4K | 0.01% | +840 | New |
| Forum Financial Management, LP | 831 | $352.4K | 0.01% | +1+0.1% | Added |
| Pinnacle Financial Partners Inc | 816 | $346.0K | 0.01% | 00.0% | Unchanged |
| City Center Advisors, LLC | 811 | $343.9K | 0.39% | −302−27.1% | Reduced |
| Rafferty Asset Management, LLC | 810 | $343.5K | 0.00% | −10−1.2% | Reduced |
| Maven Securities LTD | 800 | $339.2K | 0.05% | +800 | New |
| Verdence Capital Advisors LLC | 799 | $338.9K | 0.03% | −31−3.7% | Reduced |
| IHT Wealth Management, LLC | 798 | $338.5K | 0.01% | −50−5.9% | Reduced |
| Plato Investment Management Ltd | 789 | $335.8K | 0.02% | +789 | New |
| Cyndeo Wealth Partners, LLC | 790 | $335.0K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 788 | $334.2K | 0.01% | +29+3.8% | Added |
| Brown Advisory Inc | 788 | $334.2K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 786 | $333.3K | 0.28% | +786 | New |
| CAPROCK Group, Inc. | 780 | $330.8K | 0.01% | +9+1.2% | Added |
| We Are One Seven, LLC | 780 | $330.8K | 0.01% | −54−6.5% | Reduced |
| CIBC Private Wealth Group, LLC | 732 | $329.4K | 0.00% | −8−1.1% | Reduced |
| Highland Capital Management, LLC | 757 | $321.0K | 0.02% | +50+7.1% | Added |
| Ronald Blue Trust, Inc. | 752 | $318.9K | 0.00% | −45−5.6% | Reduced |
| Boothbay Fund Management, LLC | 749 | $317.6K | 0.01% | +749 | New |
| Callan Family Office, LLC | 746 | $316.3K | 0.02% | +746 | New |
| Moors & Cabot, Inc. | 738 | $313.0K | 0.01% | +738 | New |
| Apollon Wealth Management, LLC | 736 | $312.1K | 0.01% | −943−56.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 713 | $302.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 700 | $296.8K | 0.01% | +700 | New |
| Naviter Wealth, LLC | 700 | $296.8K | 0.04% | +700 | New |
| Northstar Advisory Group, LLC | 693 | $293.9K | 0.15% | −758−52.2% | Reduced |
| Capstone Investment Advisors, LLC | 688 | $291.8K | 0.00% | +688 | New |
| HB Wealth Management, LLC | 688 | $291.8K | 0.00% | +688 | New |
| Gen-Wealth Partners Inc | 667 | $282.8K | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 658 | $279.0K | 0.07% | +658 | New |
| Prelude Capital Management, LLC | 652 | $276.5K | 0.02% | −148−18.5% | Reduced |
| Castleark Management LLC | 650 | $275.6K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 650 | $275.6K | 0.21% | +650 | New |
| GAMMA Investing LLC | 641 | $271.8K | 0.02% | +79+14.1% | Added |
| Everence Capital Management Inc | 640 | $271.0K | 0.02% | +640 | New |