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Livermore
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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.

13F holders, Q1 2025

Institutional positions in Comfort Systems USA Inc as of Mar 31, 2025. 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
632
−21 vs. Q4 2024
Shares held
33.8M
+267.7K (+0.8%) vs. Q4 2024
Total value
$10.9B
−$3.33B (−23.4%) vs. Q4 2024
New holders
100
275 more added
Sold out
121
201 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 632 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ1 2025: $10.9B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$2.57B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2024.

Institutions holding FIX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%+1New
Avion Wealth2$00.00%+2New
Kiker Wealth Management, LLC0$100.00%−2,783−100.0%Reduced
Creative Financial Designs Inc1$3220.00%+1New
Bay Harbor Wealth Management, LLC1$3220.00%+1New
Pineridge Advisors LLC1$3230.00%−13−92.9%Reduced
MV Capital Management, Inc.1$3230.00%+1New
HFM Investment Advisors, LLC1$3230.00%+1New
Hughes Financial Services, LLC1$3300.00%+1New
Principia Wealth Advisory, LLC1$3570.00%00.0%Unchanged
Hexagon Capital Partners LLC2$6450.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$6450.00%00.0%Unchanged
American Capital Advisory, LLC2$6450.00%+2New
Bogart Wealth, LLC3$9670.00%−3−50.0%Reduced
HHM Wealth Advisors, LLC3$9670.00%00.0%Unchanged
South State Corp.3$9670.00%+3New
Winthrop Capital Management, LLC2$1.00K0.00%+2New
Caitong International Asset Management Co., Ltd4$1.29K0.00%+1+33.3%Added
Cromwell Holdings LLC4$1.29K0.00%+4New
Albion Financial Group4$1.29K0.00%00.0%Unchanged
WealthTrak Capital Management LLC4$1.29K0.00%+4New
Center for Financial Planning, Inc.5$1.61K0.00%00.0%Unchanged
Brown Brothers Harriman & Co6$1.93K0.00%−141−95.9%Reduced
Financial Network Wealth Advisors LLC6$1.93K0.00%00.0%Unchanged
Bare Financial Services, Inc6$1.93K0.00%+6New
First Pacific Financial8$2.58K0.00%00.0%Unchanged
Continuum Advisory, LLC8$2.58K0.00%+1+14.3%Added
Global Financial Private Client, LLC8$2.58K0.00%+5+166.7%Added
SJS Investment Consulting Inc.9$2.90K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$2.90K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.9$2.90K0.00%+9New
Cornerstone Planning Group LLC9$3.20K0.00%+7+350.0%Added
CoreCap Advisors, LLC10$3.22K0.00%+1+11.1%Added
DiNuzzo Private Wealth, Inc.10$3.22K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$3.49K0.00%−40−78.4%Reduced
NewSquare Capital LLC11$3.55K0.00%+11New
Plato Investment Management Ltd11$3.58K0.00%−778−98.6%Reduced
Heritage Wealth Advisors12$3.73K0.00%00.0%Unchanged
Colonial Trust Co12$3.87K0.00%−74−86.0%Reduced
SRS Capital Advisors, Inc.14$4.51K0.00%+8+133.3%Added
Ameriflex Group, Inc.15$4.83K0.00%00.0%Unchanged
Mather Group, LLC.15$4.83K0.00%00.0%Unchanged
Avalon Trust Co16$5.16K0.00%00.0%Unchanged
Private Wealth Management Group, LLC16$5.16K0.00%00.0%Unchanged
Manchester Capital Management LLC18$5.80K0.00%00.0%Unchanged
First Horizon Advisors, Inc.21$6.77K0.00%+12+133.3%Added
Meeder Asset Management Inc21$6.77K0.00%−5−19.2%Reduced
Ridgewood Investments LLC22$7.09K0.00%00.0%Unchanged
Crewe Advisors LLC22$7.09K0.00%00.0%Unchanged
American National Bank23$7.41K0.00%+23New
Farmers & Merchants Investments Inc26$8.38K0.00%+12+85.7%Added
Foster Dykema Cabot & Partners, LLC27$8.70K0.00%00.0%Unchanged
Hemington Wealth Management28$9.00K0.00%+2+7.7%Added
Cullen/Frost Bankers, Inc.28$9.04K0.00%+4+16.7%Added
Bell Investment Advisors, Inc29$9.35K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC30$9.67K0.00%−55−64.7%Reduced
Optiver Holding B.V.30$9.67K0.00%+30New
Vermillion & White Wealth Management Group, LLC30$9.67K0.01%+30New
Hantz Financial Services, Inc.30$10.0K0.00%+30New
St Germain D J Co Inc33$10.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$11.0K0.00%00.0%Unchanged
NBC Securities, Inc.37$11.0K0.00%+37New
Larson Financial Group LLC35$11.3K0.00%00.0%Unchanged
Darwin Advisors, LLC30$12.7K0.00%00.0%Unchanged
Park Square Financial Group, LLC40$12.9K0.01%00.0%Unchanged
MAI Capital Management40$13.0K0.00%−30−42.9%Reduced
CarsonAllaria Wealth Management, Ltd.50$16.1K0.01%00.0%Unchanged
Sound Income Strategies, LLC57$18.4K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$22.2K0.00%00.0%Unchanged
Rise Advisors, LLC78$25.0K0.01%−60−43.5%Reduced
Barrett & Company, Inc.80$25.8K0.01%+5+6.7%Added
Clark Wealth Partners80$25.8K0.02%+80New
Tradewinds Capital Management, LLC82$26.4K0.01%+27+49.1%Added
Nomura Asset Management Co Ltd83$26.8K0.00%00.0%Unchanged
Whipplewood Advisors, LLC43$26.8K0.02%+43New
Solstein Capital, LLC84$27.1K0.02%00.0%Unchanged
Allworth Financial LP73$27.5K0.00%+33+82.5%Added
Johnson Financial Group, Inc.90$29.0K0.00%−14−13.5%Reduced
Anchor Investment Management, LLC94$30.3K0.00%00.0%Unchanged
Stone House Investment Management, LLC96$31.0K0.01%+96New
Byrne Asset Management LLC100$32.2K0.02%−30−23.1%Reduced
Versant Capital Management, Inc100$32.2K0.01%+72+257.1%Added
EverSource Wealth Advisors, LLC101$32.6K0.00%+20+24.7%Added
Private Trust Co NA103$33.2K0.00%−3−2.8%Reduced
Whittier Trust Co of Nevada Inc105$33.8K0.00%+37+54.4%Added
Smartleaf Asset Management LLC113$36.6K0.00%−39−25.7%Reduced
Skopos Labs, Inc.115$37.1K0.01%+83+259.4%Added
Sterling Capital Management LLC119$38.4K0.00%−449−79.0%Reduced
Rothschild Investment LLC120$38.7K0.00%+62+106.9%Added
Wayfinding Financial, LLC157$50.0K0.02%+157New
Rakuten Securities, Inc.160$51.6K0.03%+43+36.8%Added
Acadian Asset Management LLC169$54.0K0.00%−17,751−99.1%Reduced
V-Square Quantitative Management LLC168$54.2K0.01%+1+0.6%Added
Transce3nd, LLC170$54.9K0.02%+9+5.6%Added
Massmutual Trust Co FSB177$57.1K0.00%+42+31.1%Added
Clearstead Advisors, LLC186$60.0K0.00%+144+342.9%Added
Thurston, Springer, Miller, Herd & Titak, Inc.196$63.2K0.01%+70+55.6%Added
Parkside Financial Bank & Trust202$65.1K0.01%−62−23.5%Reduced
Harbour Investments, Inc.226$73.0K0.00%+16+7.6%Added
Coston, McIsaac & Partners232$74.0K0.02%00.0%Unchanged