Air-Conditioning and Warm Air Heating Equipment and Commercial and Industrial Refrigeration Equipment - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2025-Q2 2,157 1,432,901,712 2.07 133,475,341,402,000 21.69
2025-Q1 2,059 1,403,880,773 -2.62 109,684,660,646,000 -7.85
2024-Q4 2,111 1,441,642,142 -0.15 119,026,152,599,000 -4.57
2024-Q3 2,026 1,443,863,472 -1.97 124,730,306,786,000 18.50
2024-Q2 1,914 1,472,886,433 -0.84 105,261,507,873,000 5.63
2024-Q1 1,883 1,485,421,314 -0.76 99,655,511,239,000 9.25
2023-Q4 1,875 1,496,813,575 -0.20 91,217,988,565,000 7.99
2023-Q3 1,753 1,499,770,652 1.48 84,469,565,752,000 -4.45
2023-Q2 1,741 1,477,867,569 1.31 88,400,407,477,000 16.86
2023-Q1 1,677 1,458,721,800 1.22 75,646,757,876,000 8.36
2022-Q4 1,673 1,441,118,786 -0.53 69,812,738,978,000 3,878.93
2022-Q3 1,527 1,448,820,823 0.29 1,754,560,497,000 11.01
2022-Q2 1,552 1,444,670,868 -1.26 1,580,582,586,000 -25.00
2022-Q1 1,677 1,463,032,622 1.05 2,107,388,081,000 79.23
2021-Q4 1,764 1,447,792,870 0.29 1,175,798,969,000 7.75
2021-Q3 1,643 1,443,657,636 -0.43 1,091,195,202,000 1.67
2021-Q2 1,600 1,449,937,976 -0.03 1,073,246,148,000 16.46
2021-Q1 1,564 1,450,419,725 -0.11 921,589,350,000 43.67
2020-Q4 1,548 1,451,951,697 -0.25 641,470,404,000 43.10
2020-Q3 1,407 1,455,655,083 -1.94 448,257,367,000 25.77
2020-Q2 1,327 1,484,406,084 99.19 356,414,900,000 71.50
2020-Q1 873 745,223,633 -3.13 207,818,297,000 -31.69
2019-Q4 956 769,306,832 -2.31 304,209,592,000 -1.57
2019-Q3 909 787,511,015 -2.69 309,046,536,000 8.61
2019-Q2 903 809,315,986 -10.57 284,539,173,000 -11.42
2019-Q1 910 904,956,526 0.01 321,225,190,000 17.14
2018-Q4 898 904,836,347 -3.51 274,225,769,000 -21.76
2018-Q3 914 937,781,071 -1.31 350,486,763,000 8.52
2018-Q2 918 950,221,975 1.71 322,955,741,000 -4.98
2018-Q1 930 934,221,598 1.41 339,893,676,000 -22.98
2017-Q4 957 921,205,387 0.92 441,320,953,000 -0.86
2017-Q3 906 912,836,295 3.51 445,170,615,000 -4.47
2017-Q2 951 881,840,484 1.22 465,983,857,000 4.15
2017-Q1 961 871,228,534 2.39 447,426,376,000 80.77
2016-Q4 988 850,869,701 0.82 247,513,793,000 -13.45
2016-Q3 960 843,968,671 42.95 285,987,937,000 27.95
2016-Q2 1,059 590,391,642 -0.45 223,514,727,000 -19.38
2016-Q1 1,014 593,077,391 -3.51 277,257,739,000 1.46
2015-Q4 1,026 614,622,321 -1.89 273,268,741,000 37.18
2015-Q3 1,018 626,470,541 -4.90 199,203,045,000 -81.88
2015-Q2 1,071 658,739,523 1.87 1,099,461,731,000 -1.04
2015-Q1 1,031 646,644,629 0.00 1,111,042,747,000 0.00