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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.

Q1 2025 vs. Q4 2024

How the institutions holding Comfort Systems USA Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of FIX: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders66512632−21
Shares34.0M393.6K33.8M+267.7K (+0.8%)
Value$14.4B$166.9M$10.9B−$3.33B (−23.4%)

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Comfort Systems USA Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to FIX in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC231,544$74.6M0.02%
Carmignac Gestion134,274$43.3M0.71%
Evercore Wealth Management, LLC126,533$40.8M0.66%
E. Ohman J:or Asset Management AB78,040$25.2M0.67%
Summit Partners Public Asset Management, LLC70,000$22.6M1.08%
Granahan Investment Management Inc68,252$22.0M1.10%
Hiddenite Capital Partners LP25,000$8.06M6.72%
Silvercrest Asset Management Group LLC20,423$6.58M0.05%
Harel Insurance Investments & Financial Services Ltd.17,630$5.68M0.07%
Bank of Nova Scotia16,913$5.45M0.01%
Toronto Dominion Bank14,498$4.67M0.01%
Dividend Assets Capital, LLC11,464$3.70M0.70%
Virginia Retirement Systems Et Al9,923$3.20M0.02%
Deroy & Devereaux Private Investment Counsel Inc9,669$3.12M0.18%
PEAK6 LLC8,611$2.78M0.11%
California First Leasing Corp7,860$2.53M1.12%
Insight Wealth Strategies, LLC7,832$2.52M0.34%
Quantitative Investment Management, LLC6,857$2.21M0.20%
SG Americas Securities, LLC6,625$2.13M0.01%
Monimus Capital Management, LP6,602$2.13M1.81%
Secure Asset Management, LLC6,379$2.06M0.42%
Dynamic Technology Lab Private Ltd5,990$1.93M0.28%
Fiera Capital Corp5,725$1.85M0.01%
HRT Financial LP5,151$1.66M0.01%
Concentric Capital Strategies, LP4,521$1.46M0.15%
Waratah Capital Advisors Ltd.4,332$1.40M0.10%
Penobscot Investment Management Company, Inc.3,755$1.21M0.11%
Neo Ivy Capital Management3,234$1.04M0.33%
Convergence Investment Partners, LLC2,995$965.4K0.27%
Virtus ETF Advisers LLC2,814$907.0K0.59%
Moody National Bank Trust Division2,746$885.1K0.09%
ExodusPoint Capital Management, LP2,609$841.0K0.01%
Scientech Research LLC2,484$800.7K0.21%
Azzad Asset Management Inc2,419$779.6K0.09%
Blackhawk Capital Partners LLC.2,403$774.6K0.40%
Venturi Wealth Management, LLC2,375$765.5K0.04%
United Services Automobile Association2,324$753.2K0.02%
Pier Capital, LLC2,188$705.3K0.12%
Centaurus Financial, Inc.2,138$689.0K0.04%
Locust Wood Capital Advisers, LLC2,130$686.6K0.02%
Mach-1 Financial Group, Inc.2,099$676.6K0.20%
Sowell Financial Services LLC1,848$595.6K0.03%
Sierra Summit Advisors LLC1,802$580.8K0.13%
OP Asset Management Ltd1,618$521.5K0.01%
Bridgefront Capital, LLC1,355$436.8K0.13%
Oxford Asset Management LLP1,296$417.7K0.19%
Eqis Capital Management, Inc.1,289$415.5K0.03%
DnB Asset Management AS1,179$380.0K0.00%
Polen Capital Management LLC1,166$375.8K0.00%
AdvisorShares Investments LLC1,130$372.9K0.07%
Ground Swell Capital, LLC1,122$361.7K0.82%
Cypress Advisory Group LLC1,050$338.4K0.31%
Ariadne Wealth Management, LP778$338.3K0.18%
AE Wealth Management LLC1,035$333.6K0.00%
Aigen Investment Management, LP1,030$332.0K0.05%
Mariner Investment Group LLC1,000$322.3K0.13%
Two Sigma Securities, LLC979$315.6K0.05%
NorthCrest Asset Manangement, LLC938$302.3K0.01%
MQS Management LLC922$297.2K0.17%
Kaufman Rossin Wealth, LLC862$277.8K0.20%
LGT Group Foundation854$275.3K0.00%
Laurion Capital Management LP842$271.4K0.02%
Copeland Capital Management, LLC807$260.1K0.01%
Lecap Asset Management Ltd800$257.9K0.06%
Fiduciary Trust Co796$256.6K0.00%
Sivia Capital Partners, LLC766$246.9K0.12%
Qsemble Capital Management, LP741$238.8K0.03%
Cambria Investment Management, L.P.740$238.5K0.02%
Perbak Capital Partners LLP739$238.2K0.18%
Mezzasalma Advisors, LLC716$230.8K0.08%
Arcus Capital Partners, LLC715$230.5K0.09%
Axq Capital, LP710$228.9K0.09%
Sym Financial Corp661$213.1K0.03%
Chicago Partners Investment Group LLC491$212.2K0.01%
Archer Investment Corp250$80.6K0.02%
Leonteq Securities AG246$79.4K0.01%
Wayfinding Financial, LLC157$50.0K0.02%
Stone House Investment Management, LLC96$31.0K0.01%
Whipplewood Advisors, LLC43$26.8K0.02%
Clark Wealth Partners80$25.8K0.02%
NBC Securities, Inc.37$11.0K0.00%
Hantz Financial Services, Inc.30$10.0K0.00%
Optiver Holding B.V.30$9.67K0.00%
Vermillion & White Wealth Management Group, LLC30$9.67K0.01%
American National Bank23$7.41K0.00%
NewSquare Capital LLC11$3.55K0.00%
MJT & Associates Financial Advisory Group, Inc.9$2.90K0.00%
Bare Financial Services, Inc6$1.93K0.00%
WealthTrak Capital Management LLC4$1.29K0.00%
Cromwell Holdings LLC4$1.29K0.00%
Winthrop Capital Management, LLC2$1.00K0.00%
South State Corp.3$9670.00%
American Capital Advisory, LLC2$6450.00%
Hughes Financial Services, LLC1$3300.00%
MV Capital Management, Inc.1$3230.00%
HFM Investment Advisors, LLC1$3230.00%
Creative Financial Designs Inc1$3220.00%
Bay Harbor Wealth Management, LLC1$3220.00%
Ogorek Anthony Joseph1$00.00%
Avion Wealth2$00.00%

Sold out (121)

Institutions that held Comfort Systems USA Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 121 by value.

Institutions that sold out of FIX in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Vaughan Nelson Investment Management, L.P.363,947$154.3M
Bain Capital Public Equity Management II, LLC205,723$87.2M
Driehaus Capital Management LLC159,010$67.4M
Natixis41,371$17.5M
Soros Capital Management LLC39,135$16.6M
Allspring Global Investments Holdings, LLC30,006$12.9M
Lisanti Capital Growth, LLC19,625$8.32M
Walleye Capital LLC16,537$7.01M
Thames Capital Management LLC16,155$6.85M
EAM Global Investors LLC12,773$5.42M
Premier Fund Managers Ltd12,340$5.29M
Edgestream Partners, L.P.11,914$5.05M
Bain Capital Public Equity, LP11,761$4.99M
Harvest Investment Services, LLC10,118$4.29M
David J Yvars Group10,107$4.29M
Monument Capital Management9,753$4.14M
Quantbot Technologies LP8,323$3.53M
Regents Gate Capital LLP7,193$3.05M
Point72 Europe (London) LLP6,831$2.90M
BNP Paribas5,157$2.21M
Consolidated Portfolio Review Corp4,986$2.11M
Nomura Holdings Inc4,708$2.00M
Divisar Capital Management LLC4,159$1.76M
Savant Capital, LLC4,101$1.74M
Virtus Investment Advisers, Inc.4,086$1.73M
Polar Asset Management Partners Inc.4,000$1.70M
Healthcare of Ontario Pension Plan Trust Fund3,995$1.69M
Roman Butler Fullerton & Co3,898$1.58M
Counterpoint Mutual Funds LLC3,199$1.36M
Legato Capital Management LLC3,130$1.33M
Gallo Partners, LP3,095$1.31M
Inceptionr LLC2,417$1.02M
Private Advisory Group LLC2,294$972.8K
Quantessence Capital LLC1,849$784.1K
Harvest Fund Management Co., Ltd1,840$780.0K
Alpha DNA Investment Management LLC1,756$744.6K
Moloney Securities Asset Management, LLC1,659$703.4K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,472$690.0K
Jefferies Financial Group Inc.1,602$679.3K
Petra Financial Advisors Inc1,430$606.3K
Equitable Holdings, Inc.1,271$539.0K
First Hawaiian Bank1,225$519.5K
Diametric Capital, LP1,206$511.4K
BOCHK Asset Management Ltd1,200$508.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,164$493.5K
Scotia Capital Inc.1,052$446.1K
Ibex Wealth Advisors1,044$442.8K
Deltec Asset Management LLC1,000$424.1K
Exchange Traded Concepts, LLC990$419.8K
Sawgrass Asset Management LLC968$410.5K
Icon Wealth Advisors, LLC953$404.1K
Anb Bank950$402.9K
Moody Aldrich Partners LLC928$393.5K
Armis Advisers, LLC898$380.8K
Applied Finance Capital Management, LLC876$371.5K
Royce & Associates LP845$358.3K
NewEdge Wealth, LLC840$356.4K
Rafferty Asset Management, LLC810$343.5K
Maven Securities LTD800$339.2K
Cyndeo Wealth Partners, LLC790$335.0K
Highland Capital Management, LLC757$321.0K
Northstar Advisory Group, LLC693$293.9K
Capstone Investment Advisors, LLC688$291.8K
Shay Capital LLC658$279.0K
Castleark Management LLC650$275.6K
Strategic Blueprint, LLC627$265.9K
Abel Hall, LLC619$262.7K
West Michigan Advisors, LLC616$261.2K
Balboa Wealth Partners612$259.5K
Claret Asset Management Corp606$257.0K
Holderness Investments Co605$256.6K
Keebeck Wealth Management, LLC604$256.1K
AXS Investments LLC600$254.4K
Prakash Investment Advisors LLC600$254.4K
Prosperity Financial Group, Inc.599$254.0K
Indie Asset Partners, LLC595$252.3K
Connecticut Wealth Management, LLC590$250.2K
Canandaigua National Bank & Trust Co567$240.4K
Flow Traders U.S. LLC567$240.0K
Leeward Financial Partners, LLC539$228.6K
Ashton Thomas Private Wealth, LLC532$225.6K
Glenview Trust Co531$225.2K
Bravias Capital Group, LLC515$224.9K
Mindset Wealth Management, LLC525$222.6K
Swiss Life Asset Management Ltd523$221.4K
BluePath Capital Management, LLC500$219.6K
Belpointe Asset Management LLC607$214.6K
Net Worth Advisory Group506$214.5K
Retirement Guys Formula LLC504$213.8K
Personal Cfo Solutions, LLC499$211.5K
denkapparat Operations GmbH496$210.3K
Brendel Financial Advisors LLC488$207.0K
Farringdon Capital, Ltd.481$204.0K
Comprehensive Financial Planning, Inc.463$196.2K
Proequities, Inc.294$161.8K
Castleview Partners, LLC349$149.5K
Oarsman Capital, Inc.207$87.9K
Financial Life Planners190$80.6K
GeoWealth Management, LLC137$58.1K
LGT Financial Advisors LLC62$26.3K

Not filed for Q1 2025 yet (12)

Institutions that held Comfort Systems USA Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FIX in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC226,894$96.2M
Natixis Investment Managers International65,015$27.6M
River & Mercantile Asset Management LLP49,370$20.9M
Swedbank AB40,000$17.0M
Dorchester Wealth Management Co9,360$3.97M
Caxton Associates LP1,273$539.8K
Householder Group Estate & Retirement Specialist, LLC907$384.0K
Virtus Fund Advisers, LLC378$160.3K
AlphaCentric Advisors LLC214$90.7K
Global Retirement Partners, LLC141$59.6K
Hanseatic Management Services Inc42$17.8K
Cassady Schiller Wealth Management, LLC2$848