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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 1,165 | $375.5K | 0.04% | −43−3.6% | Reduced |
| Polen Capital Management LLC | 1,166 | $375.8K | 0.00% | +1,166 | New |
| Trust Point Inc. | 1,173 | $378.1K | 0.03% | −654−35.8% | Reduced |
| DnB Asset Management AS | 1,179 | $380.0K | 0.00% | +1,179 | New |
| Proficio Capital Partners LLC | 1,198 | $386.2K | 0.03% | −13−1.1% | Reduced |
| Commerce Bank | 1,200 | $386.8K | 0.00% | −11−0.9% | Reduced |
| Prelude Capital Management, LLC | 1,210 | $390.0K | 0.04% | +558+85.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,214 | $391.3K | 0.02% | −43−3.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,094 | $397.5K | 0.07% | −11−1.0% | Reduced |
| TD Private Client Wealth LLC | 1,236 | $398.4K | 0.01% | +256+26.1% | Added |
| CI Private Wealth, LLC | 1,260 | $406.1K | 0.00% | −152−10.8% | Reduced |
| Cresset Asset Management, LLC | 1,272 | $409.9K | 0.00% | +425+50.2% | Added |
| Shelton Capital Management | 1,274 | $410.6K | 0.01% | −68−5.1% | Reduced |
| Versor Investments LP | 1,278 | $411.9K | 0.07% | −510−28.5% | Reduced |
| Benjamin Edwards Inc | 1,282 | $413.3K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,289 | $415.5K | 0.03% | +1,289 | New |
| Oxford Asset Management LLP | 1,296 | $417.7K | 0.19% | +1,296 | New |
| Resources Investment Advisors, LLC. | 1,302 | $419.7K | 0.00% | −414−24.1% | Reduced |
| Principal Securities, Inc. | 994 | $421.5K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $426.9K | 0.00% | +241+22.5% | Added |
| Quest Partners LLC | 1,352 | $435.8K | 0.05% | −343−20.2% | Reduced |
| Bridgefront Capital, LLC | 1,355 | $436.8K | 0.13% | +1,355 | New |
| Fortress Financial Solutions, LLC | 1,362 | $439.0K | 0.64% | −154−10.2% | Reduced |
| Sunbelt Securities, Inc. | 1,386 | $446.7K | 0.04% | +491+54.9% | Added |
| Verus Capital Partners, LLC | 1,392 | $448.7K | 0.04% | −5−0.4% | Reduced |
| Pitcairn Co | 1,394 | $449.3K | 0.03% | −2,213−61.4% | Reduced |
| Portside Wealth Group, LLC | 1,409 | $454.3K | 0.07% | +244+20.9% | Added |
| Sherbrooke Park Advisers LLC | 1,416 | $456.4K | 0.21% | +426+43.0% | Added |
| Kestra Private Wealth Services, LLC | 1,423 | $458.7K | 0.01% | −403−22.1% | Reduced |
| Nations Financial Group Inc, | 1,428 | $460.3K | 0.04% | +70+5.2% | Added |
| BayBridge Capital Group, LLC | 1,430 | $461.0K | 0.33% | −373−20.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,431 | $461.3K | 0.00% | +18+1.3% | Added |
| HB Wealth Management, LLC | 1,489 | $479.9K | 0.00% | +801+116.4% | Added |
| Avantax Advisory Services, Inc. | 1,498 | $482.8K | 0.00% | −164−9.9% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $483.5K | 0.07% | 00.0% | Unchanged |
| Capital Management Associates | 1,500 | $483.5K | 0.94% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,512 | $487.4K | 0.00% | −147−8.9% | Reduced |
| Vestcor Inc | 1,520 | $490.0K | 0.02% | −4,293−73.9% | Reduced |
| HighPoint Advisor Group LLC | 1,241 | $493.3K | 0.03% | −251−16.8% | Reduced |
| KBC Group NV | 1,543 | $497.0K | 0.00% | +52+3.5% | Added |
| XTX Topco Ltd | 1,549 | $499.3K | 0.03% | +500+47.7% | Added |
| Mercer Global Advisors Inc | 1,550 | $499.7K | 0.00% | +675+77.1% | Added |
| Pensionmark Financial Group, LLC | 1,555 | $501.2K | 0.01% | +16+1.0% | Added |
| Warren Averett Asset Management, LLC | 1,557 | $501.9K | 0.01% | +60+4.0% | Added |
| F/M Investments LLC | 1,575 | $507.7K | 0.02% | −10,181−86.6% | Reduced |
| X-Square Capital, LLC | 1,600 | $516.0K | 0.22% | 00.0% | Unchanged |
| OP Asset Management Ltd | 1,618 | $521.5K | 0.01% | +1,618 | New |
| Maryland State Retirement & Pension System | 1,643 | $529.6K | 0.01% | −233−12.4% | Reduced |
| Illumine Investment Management, LLC | 1,645 | $530.3K | 0.43% | +71+4.5% | Added |
| Moors & Cabot, Inc. | 1,659 | $534.7K | 0.03% | +921+124.8% | Added |
| Buckingham Strategic Partners | 1,659 | $534.8K | 0.01% | +1,154+228.5% | Added |
| Thompson Davis & Co., Inc. | 1,674 | $539.6K | 0.43% | +684+69.1% | Added |
| Regions Financial Corp | 1,683 | $542.5K | 0.00% | −81−4.6% | Reduced |
| BTC Capital Management, Inc. | 1,686 | $543.4K | 0.05% | +360+27.1% | Added |
| Fifth Third Bancorp | 1,705 | $549.6K | 0.00% | −354−17.2% | Reduced |
| Aviva PLC | 1,761 | $567.6K | 0.00% | +456+34.9% | Added |
| Shell Asset Management Co | 1,778 | $573.0K | 0.03% | +10+0.6% | Added |
| Integrated Wealth Concepts LLC | 1,783 | $574.7K | 0.01% | −375−17.4% | Reduced |
| Sierra Summit Advisors LLC | 1,802 | $580.8K | 0.13% | +1,802 | New |
| Ifrah Financial Services, Inc. | 1,811 | $583.7K | 0.17% | −190−9.5% | Reduced |
| L2 Asset Management, LLC | 1,835 | $591.1K | 0.12% | +922+101.0% | Added |
| Sowell Financial Services LLC | 1,848 | $595.6K | 0.03% | +1,848 | New |
| Simplex Trading, LLC | 1,867 | $601.0K | 0.02% | +787+72.9% | Added |
| Greenwood Capital Associates LLC | 1,865 | $601.1K | 0.08% | −1,126−37.6% | Reduced |
| Guggenheim Capital LLC | 1,875 | $604.4K | 0.01% | −280−13.0% | Reduced |
| Susquehanna International Group, LLP | 1,879 | $605.7K | 0.00% | −20,274−91.5% | Reduced |
| Hillsdale Investment Management Inc. | 1,890 | $609.2K | 0.03% | −350−15.6% | Reduced |
| Private Client Services, LLC | 1,892 | $609.9K | 0.30% | −3,007−61.4% | Reduced |
| Diversify Advisory Services, LLC | 1,534 | $609.9K | 0.04% | +468+43.9% | Added |
| HMS Capital Management, LLC | 1,955 | $610.3K | 0.34% | −19−1.0% | Reduced |
| Utah Retirement Systems | 1,900 | $612.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 1,912 | $616.3K | 0.03% | +1+0.1% | Added |
| Coldstream Capital Management Inc | 1,958 | $631.1K | 0.01% | +70+3.7% | Added |
| Sanctuary Advisors, LLC | 1,983 | $639.2K | 0.00% | −856−30.2% | Reduced |
| Illinois Municipal Retirement Fund | 1,998 | $644.0K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,998 | $644.0K | 0.09% | +629+45.9% | Added |
| Advisory Services Network, LLC | 2,001 | $645.0K | 0.01% | +348+21.1% | Added |
| Dynamic Advisor Solutions LLC | 2,040 | $657.6K | 0.02% | +1,467+256.0% | Added |
| Mach-1 Financial Group, Inc. | 2,099 | $676.6K | 0.20% | +2,099 | New |
| Encompass More Asset Management | 2,100 | $676.9K | 0.20% | +973+86.3% | Added |
| Locust Wood Capital Advisers, LLC | 2,130 | $686.6K | 0.02% | +2,130 | New |
| Centaurus Financial, Inc. | 2,138 | $689.0K | 0.04% | +2,138 | New |
| Hennion & Walsh Asset Management, Inc. | 2,148 | $692.4K | 0.03% | +861+66.9% | Added |
| CWM Advisors, LLC | 2,160 | $696.2K | 0.08% | +256+13.4% | Added |
| Evergreen Capital Management LLC | 2,169 | $699.1K | 0.02% | +40+1.9% | Added |
| Oak Thistle LLC | 2,182 | $703.3K | 0.14% | +718+49.0% | Added |
| Pier Capital, LLC | 2,188 | $705.3K | 0.12% | +2,188 | New |
| Entropy Technologies, LP | 2,199 | $708.8K | 0.07% | −2,602−54.2% | Reduced |
| Kane Investment Management, Inc. | 2,213 | $713.2K | 0.34% | +317+16.7% | Added |
| Silver Oak Securities, Inc | 2,206 | $715.0K | 0.07% | +190+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,256 | $727.3K | 0.01% | +491+27.8% | Added |
| Change Path, LLC | 2,293 | $739.1K | 0.02% | −99−4.1% | Reduced |
| Colony Group, LLC | 2,300 | $741.4K | 0.00% | +1,208+110.6% | Added |
| United Services Automobile Association | 2,324 | $753.2K | 0.02% | +2,324 | New |
| Venturi Wealth Management, LLC | 2,375 | $765.5K | 0.04% | +2,375 | New |
| Blackhawk Capital Partners LLC. | 2,403 | $774.6K | 0.40% | +2,403 | New |
| Azzad Asset Management Inc | 2,419 | $779.6K | 0.09% | +2,419 | New |
| Saturna Capital CORP | 2,451 | $790.2K | 0.01% | −1,048−30.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,460 | $792.9K | 0.02% | +449+22.3% | Added |
| Norden Group LLC | 2,460 | $792.9K | 0.09% | −1,571−39.0% | Reduced |