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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 631 | $267.7K | 0.01% | −5−0.8% | Reduced |
| Strategic Blueprint, LLC | 627 | $265.9K | 0.02% | −29−4.4% | Reduced |
| PFG Advisors | 623 | $264.2K | 0.02% | +623 | New |
| Abel Hall, LLC | 619 | $262.7K | 0.17% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 616 | $261.2K | 0.08% | +616 | New |
| Balboa Wealth Partners | 612 | $259.5K | 0.06% | +612 | New |
| Claret Asset Management Corp | 606 | $257.0K | 0.04% | +4+0.7% | Added |
| Holderness Investments Co | 605 | $256.6K | 0.06% | +605 | New |
| Keebeck Wealth Management, LLC | 604 | $256.1K | 0.04% | +604 | New |
| AXS Investments LLC | 600 | $254.4K | 0.07% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 600 | $254.4K | 0.25% | +600 | New |
| Prosperity Financial Group, Inc. | 599 | $254.0K | 0.13% | +86+16.8% | Added |
| Indie Asset Partners, LLC | 595 | $252.3K | 0.20% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 590 | $250.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 588 | $249.5K | 0.00% | −467−44.3% | Reduced |
| Dynamic Advisor Solutions LLC | 573 | $243.0K | 0.01% | −537−48.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 571 | $242.2K | 0.00% | +571 | New |
| Sterling Capital Management LLC | 568 | $240.9K | 0.00% | −74−11.5% | Reduced |
| Canandaigua National Bank & Trust Co | 567 | $240.4K | 0.02% | −28−4.7% | Reduced |
| Flow Traders U.S. LLC | 567 | $240.0K | 0.01% | +567 | New |
| R Squared Ltd | 540 | $229.0K | 0.22% | +540 | New |
| Leeward Financial Partners, LLC | 539 | $228.6K | 0.08% | +539 | New |
| Journey Strategic Wealth LLC | 538 | $228.2K | 0.01% | −33−5.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 532 | $225.6K | 0.01% | −11−2.0% | Reduced |
| Glenview Trust Co | 531 | $225.2K | 0.00% | −249−31.9% | Reduced |
| Bravias Capital Group, LLC | 515 | $224.9K | 0.18% | +515 | New |
| Marshall Wace, LLP | 529 | $224.3K | 0.00% | +529 | New |
| Gibbs Wealth Management | 525 | $222.6K | 0.06% | −1,269−70.7% | Reduced |
| Mindset Wealth Management, LLC | 525 | $222.6K | 0.08% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 523 | $221.4K | 0.00% | +523 | New |
| BluePath Capital Management, LLC | 500 | $219.6K | 0.12% | +500 | New |
| Covestor Ltd | 515 | $218.0K | 0.14% | +50+10.8% | Added |
| Belpointe Asset Management LLC | 607 | $214.6K | 0.01% | −1−0.2% | Reduced |
| Net Worth Advisory Group | 506 | $214.5K | 0.07% | −15−2.9% | Reduced |
| Buckingham Strategic Partners | 505 | $214.2K | 0.00% | +505 | New |
| Retirement Guys Formula LLC | 504 | $213.8K | 0.11% | −60−10.6% | Reduced |
| Personal Cfo Solutions, LLC | 499 | $211.5K | 0.04% | +499 | New |
| denkapparat Operations GmbH | 496 | $210.3K | 0.31% | +496 | New |
| WBI Investments | 495 | $209.7K | 0.05% | −3,912−88.8% | Reduced |
| Brendel Financial Advisors LLC | 488 | $207.0K | 0.13% | +488 | New |
| Farringdon Capital, Ltd. | 481 | $204.0K | 0.08% | +481 | New |
| State of Wyoming | 470 | $199.3K | 0.03% | −525−52.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 463 | $196.2K | 0.17% | +463 | New |
| Parallel Advisors, LLC | 394 | $167.1K | 0.00% | +52+15.2% | Added |
| Signaturefd, LLC | 393 | $166.7K | 0.00% | +16+4.2% | Added |
| Headlands Technologies LLC | 393 | $166.7K | 0.02% | +393 | New |
| Proequities, Inc. | 294 | $161.8K | 0.01% | −534−64.5% | Reduced |
| Virtus Fund Advisers, LLC | 378 | $160.3K | 0.50% | −18−4.5% | Reduced |
| Quarry LP | 376 | $159.4K | 0.03% | +175+87.1% | Added |
| Castleview Partners, LLC | 349 | $149.5K | 0.08% | 00.0% | Unchanged |
| Globeflex Capital L P | 347 | $147.1K | 0.01% | +347 | New |
| AdvisorNet Financial, Inc | 342 | $145.0K | 0.01% | −139−28.9% | Reduced |
| Contravisory Investment Management, Inc. | 288 | $122.1K | 0.03% | +136+89.5% | Added |
| Parkside Financial Bank & Trust | 264 | $112.0K | 0.01% | +52+24.5% | Added |
| Reyes Financial Architecture, Inc. | 250 | $106.0K | 0.08% | +250 | New |
| Coston, McIsaac & Partners | 232 | $98.0K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 214 | $90.7K | 0.09% | −37−14.7% | Reduced |
| Harbour Investments, Inc. | 210 | $89.2K | 0.00% | +1+0.5% | Added |
| Oarsman Capital, Inc. | 207 | $87.9K | 0.02% | −2−1.0% | Reduced |
| Huntington National Bank | 193 | $81.8K | 0.00% | +21+12.2% | Added |
| Financial Life Planners | 190 | $80.6K | 0.07% | +190 | New |
| SBI Securities Co., Ltd. | 187 | $79.3K | 0.00% | +187 | New |
| Assetmark, Inc | 179 | $75.9K | 0.00% | +7+4.1% | Added |
| IFP Advisors, Inc | 170 | $72.1K | 0.00% | +23+15.6% | Added |
| V-Square Quantitative Management LLC | 167 | $70.8K | 0.01% | +41+32.5% | Added |
| Altshuler Shaham Ltd | 163 | $69.1K | 0.00% | +163 | New |
| Transce3nd, LLC | 161 | $68.4K | 0.02% | +161 | New |
| True Wealth Design, LLC | 156 | $66.2K | 0.03% | +19+13.9% | Added |
| Smartleaf Asset Management LLC | 152 | $65.3K | 0.01% | +61+67.0% | Added |
| Brown Brothers Harriman & Co | 147 | $62.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $59.6K | 0.00% | −5−3.4% | Reduced |
| Rise Advisors, LLC | 138 | $58.7K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 137 | $58.1K | 0.00% | +2+1.5% | Added |
| Massmutual Trust Co FSB | 135 | $57.2K | 0.00% | +6+4.7% | Added |
| Byrne Asset Management LLC | 130 | $55.1K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 126 | $53.4K | 0.01% | +28+28.6% | Added |
| Rakuten Securities, Inc. | 117 | $49.6K | 0.02% | −169−59.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 112 | $48.1K | 0.00% | +104+1,300.0% | Added |
| Johnson Financial Group, Inc. | 104 | $45.4K | 0.00% | +59+131.1% | Added |
| Private Trust Co NA | 106 | $45.0K | 0.00% | +31+41.3% | Added |
| Anchor Investment Management, LLC | 94 | $39.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 86 | $36.5K | 0.01% | +67+352.6% | Added |
| Harbor Investment Advisory, LLC | 85 | $36.0K | 0.00% | +55+183.3% | Added |
| Solstein Capital, LLC | 84 | $35.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 83 | $35.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $34.3K | 0.00% | +77+1,925.0% | Added |
| Lindbrook Capital, LLC | 78 | $33.1K | 0.00% | −3−3.7% | Reduced |
| Barrett & Company, Inc. | 75 | $31.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $30.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 70 | $29.8K | 0.00% | +70 | New |
| Whittier Trust Co of Nevada Inc | 68 | $28.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $26.3K | 0.06% | +6+10.7% | Added |
| Matrix Trust Co | 61 | $26.0K | 0.00% | +4+7.0% | Added |
| Rothschild Investment LLC | 58 | $24.6K | 0.00% | +58 | New |
| Sound Income Strategies, LLC | 57 | $24.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $23.3K | 0.01% | +55 | New |
| Allworth Financial LP | 40 | $22.0K | 0.00% | +14+53.8% | Added |
| Riggs Asset Managment Co. Inc. | 51 | $21.8K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $21.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 49 | $20.8K | 0.01% | −9−15.5% | Reduced |