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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 237 | $76.4K | 0.01% | +159+203.8% | Added |
| Leonteq Securities AG | 246 | $79.4K | 0.01% | +246 | New |
| Archer Investment Corp | 250 | $80.6K | 0.02% | +250 | New |
| Huntington National Bank | 271 | $87.4K | 0.00% | +78+40.4% | Added |
| True Wealth Design, LLC | 273 | $88.0K | 0.03% | +117+75.0% | Added |
| Assetmark, Inc | 309 | $99.6K | 0.00% | +130+72.6% | Added |
| Jones Financial Companies LLLP | 335 | $108.5K | 0.00% | +306+1,055.2% | Added |
| AdvisorNet Financial, Inc | 341 | $109.9K | 0.01% | −1−0.3% | Reduced |
| Globeflex Capital L P | 347 | $111.8K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 351 | $113.1K | 0.08% | +101+40.4% | Added |
| Gen-Wealth Partners Inc | 406 | $130.9K | 0.05% | −261−39.1% | Reduced |
| Signaturefd, LLC | 406 | $130.9K | 0.00% | +13+3.3% | Added |
| IFP Advisors, Inc | 437 | $140.9K | 0.00% | +267+157.1% | Added |
| SBI Securities Co., Ltd. | 443 | $142.8K | 0.00% | +256+136.9% | Added |
| Parallel Advisors, LLC | 450 | $145.1K | 0.00% | +56+14.2% | Added |
| Contravisory Investment Management, Inc. | 490 | $157.9K | 0.03% | +202+70.1% | Added |
| Covestor Ltd | 514 | $165.0K | 0.11% | −1−0.2% | Reduced |
| Quarry LP | 516 | $166.3K | 0.04% | +140+37.2% | Added |
| Altshuler Shaham Ltd | 570 | $183.7K | 0.00% | +407+249.7% | Added |
| WBI Investments | 628 | $202.5K | 0.05% | +133+26.9% | Added |
| Dakota Wealth Management | 634 | $204.4K | 0.00% | −154−19.5% | Reduced |
| City Center Advisors, LLC | 649 | $209.2K | 0.24% | −162−20.0% | Reduced |
| Chicago Partners Investment Group LLC | 491 | $212.2K | 0.01% | +491 | New |
| Optimize Financial Inc | 661 | $213.1K | 0.08% | +11+1.7% | Added |
| Sym Financial Corp | 661 | $213.1K | 0.03% | +661 | New |
| PFG Advisors | 668 | $215.4K | 0.01% | +45+7.2% | Added |
| CAPROCK Group, Inc. | 685 | $220.8K | 0.01% | −95−12.2% | Reduced |
| Brown Advisory Inc | 697 | $224.7K | 0.00% | −91−11.5% | Reduced |
| Hilltop Holdings Inc. | 698 | $224.7K | 0.01% | −2,760−79.8% | Reduced |
| State of Wyoming | 698 | $225.0K | 0.03% | +228+48.5% | Added |
| Naviter Wealth, LLC | 700 | $226.9K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 704 | $226.9K | 0.01% | +166+30.9% | Added |
| Axq Capital, LP | 710 | $228.9K | 0.09% | +710 | New |
| Arcus Capital Partners, LLC | 715 | $230.5K | 0.09% | +715 | New |
| Mezzasalma Advisors, LLC | 716 | $230.8K | 0.08% | +716 | New |
| Dorsey & Whitney Trust CO LLC | 718 | $231.5K | 0.01% | +5+0.7% | Added |
| Perbak Capital Partners LLP | 739 | $238.2K | 0.18% | +739 | New |
| Cambria Investment Management, L.P. | 740 | $238.5K | 0.02% | +740 | New |
| Qsemble Capital Management, LP | 741 | $238.8K | 0.03% | +741 | New |
| Callan Family Office, LLC | 742 | $239.2K | 0.02% | −4−0.5% | Reduced |
| Sivia Capital Partners, LLC | 766 | $246.9K | 0.12% | +766 | New |
| Northwestern Mutual Wealth Management Co | 770 | $248.3K | 0.00% | −581−43.0% | Reduced |
| R Squared Ltd | 780 | $251.4K | 0.27% | +240+44.4% | Added |
| IHT Wealth Management, LLC | 782 | $251.9K | 0.01% | −16−2.0% | Reduced |
| Assenagon Asset Management S.A. | 789 | $254.3K | 0.00% | −10,501−93.0% | Reduced |
| GAMMA Investing LLC | 789 | $254.3K | 0.02% | +148+23.1% | Added |
| Apollon Wealth Management, LLC | 792 | $255.3K | 0.01% | +56+7.6% | Added |
| Fiduciary Trust Co | 796 | $256.6K | 0.00% | +796 | New |
| Kingswood Wealth Advisors, LLC | 798 | $257.2K | 0.02% | −50−5.9% | Reduced |
| Lecap Asset Management Ltd | 800 | $257.9K | 0.06% | +800 | New |
| Boothbay Fund Management, LLC | 801 | $258.2K | 0.01% | +52+6.9% | Added |
| National Bank of Canada | 803 | $258.8K | 0.00% | −134−14.3% | Reduced |
| Copeland Capital Management, LLC | 807 | $260.1K | 0.01% | +807 | New |
| Impact Partnership Wealth, LLC | 816 | $263.0K | 0.06% | −77−8.6% | Reduced |
| Pinnacle Financial Partners Inc | 816 | $263.0K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 819 | $264.0K | 0.06% | +294+56.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 824 | $265.7K | 0.00% | −700−45.9% | Reduced |
| Forum Financial Management, LP | 833 | $268.5K | 0.00% | +2+0.2% | Added |
| Laurion Capital Management LP | 842 | $271.4K | 0.02% | +842 | New |
| Strid Group, LLC | 846 | $272.7K | 0.04% | −1,061−55.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 850 | $274.0K | 0.01% | −16−1.8% | Reduced |
| LGT Group Foundation | 854 | $275.3K | 0.00% | +854 | New |
| SkyOak Wealth, LLC | 861 | $277.5K | 0.06% | −319−27.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 862 | $277.8K | 0.20% | +862 | New |
| Private Advisor Group, LLC | 866 | $279.3K | 0.00% | +278+47.3% | Added |
| Profund Advisors LLC | 868 | $279.8K | 0.01% | −12−1.4% | Reduced |
| Boston Trust Walden Corp | 875 | $282.0K | 0.00% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 900 | $290.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 906 | $292.0K | 0.09% | +10+1.1% | Added |
| Ronald Blue Trust, Inc. | 911 | $293.6K | 0.00% | +159+21.1% | Added |
| Syon Capital LLC | 916 | $295.3K | 0.02% | +18+2.0% | Added |
| Catalyst Capital Advisors LLC | 920 | $296.5K | 0.01% | −625−40.5% | Reduced |
| MQS Management LLC | 922 | $297.2K | 0.17% | +922 | New |
| Lifestyle Asset Management, Inc. | 936 | $301.7K | 0.17% | +18+2.0% | Added |
| Sound View Wealth Advisors Group, LLC | 937 | $302.0K | 0.02% | −57−5.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 938 | $302.3K | 0.01% | +938 | New |
| Two Sigma Securities, LLC | 979 | $315.6K | 0.05% | +979 | New |
| We Are One Seven, LLC | 988 | $318.5K | 0.01% | +208+26.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,000 | $322.3K | 0.01% | +300+42.9% | Added |
| Mariner Investment Group LLC | 1,000 | $322.3K | 0.13% | +1,000 | New |
| Spire Wealth Management | 1,005 | $323.8K | 0.01% | +90+9.8% | Added |
| PharVision Advisers, LLC | 1,017 | $327.8K | 0.45% | +231+29.4% | Added |
| Evoke Wealth, LLC | 1,021 | $329.1K | 0.01% | +102+11.1% | Added |
| Blueshift Asset Management, LLC | 1,030 | $332.0K | 0.13% | +167+19.4% | Added |
| Aigen Investment Management, LP | 1,030 | $332.0K | 0.05% | +1,030 | New |
| AE Wealth Management LLC | 1,035 | $333.6K | 0.00% | +1,035 | New |
| Alps Advisors Inc | 1,039 | $334.9K | 0.00% | +9+0.9% | Added |
| Ariadne Wealth Management, LP | 778 | $338.3K | 0.18% | +778 | New |
| Cypress Advisory Group LLC | 1,050 | $338.4K | 0.31% | +1,050 | New |
| Verdence Capital Advisors LLC | 1,062 | $342.4K | 0.03% | +263+32.9% | Added |
| Everence Capital Management Inc | 1,080 | $348.0K | 0.02% | +440+68.8% | Added |
| Umb Bank N A | 1,096 | $353.3K | 0.01% | +115+11.7% | Added |
| Kingsview Wealth Management, LLC | 1,111 | $358.2K | 0.01% | +480+76.1% | Added |
| Precision Wealth Strategies, LLC | 1,117 | $360.0K | 0.28% | +145+14.9% | Added |
| CIBC Asset Management Inc | 1,118 | $360.4K | 0.00% | +21+1.9% | Added |
| Ground Swell Capital, LLC | 1,122 | $361.7K | 0.82% | +1,122 | New |
| Farther Finance Advisors, LLC | 1,102 | $363.7K | 0.01% | +239+27.7% | Added |
| Gallacher Capital Management LLC | 1,138 | $366.9K | 0.18% | +283+33.1% | Added |
| AdvisorShares Investments LLC | 1,130 | $372.9K | 0.07% | +1,130 | New |
| Flagship Harbor Advisors, LLC | 1,161 | $374.1K | 0.02% | +96+9.0% | Added |