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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2,468 | $796.0K | 0.00% | −314−11.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,481 | $799.7K | 0.10% | +263+11.9% | Added |
| Scientech Research LLC | 2,484 | $800.7K | 0.21% | +2,484 | New |
| Steel Peak Wealth Management LLC | 2,500 | $805.8K | 0.03% | +895+55.8% | Added |
| STRS Ohio | 2,536 | $817.4K | 0.00% | −239−8.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,556 | $823.9K | 0.00% | +296+13.1% | Added |
| Ethic Inc. | 2,524 | $832.9K | 0.02% | +973+62.7% | Added |
| ExodusPoint Capital Management, LP | 2,609 | $841.0K | 0.01% | +2,609 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,613 | $842.2K | 0.03% | −5−0.2% | Reduced |
| Merit Financial Group, LLC | 2,642 | $851.7K | 0.01% | +1,563+144.9% | Added |
| Mount Lucas Management LP | 2,660 | $857.4K | 0.40% | +1,237+86.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,660 | $857.4K | 0.00% | +2,548+2,275.0% | Added |
| Securian Asset Management, Inc | 2,682 | $864.5K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,746 | $885.1K | 0.09% | +2,746 | New |
| Virtus ETF Advisers LLC | 2,814 | $907.0K | 0.59% | +2,814 | New |
| Park Avenue Securities LLC | 2,825 | $911.0K | 0.01% | −321−10.2% | Reduced |
| Atria Investments LLC | 2,892 | $932.1K | 0.01% | +785+37.3% | Added |
| North Star Investment Management Corp. | 2,900 | $934.8K | 0.07% | −900−23.7% | Reduced |
| Optimum Investment Advisors | 2,963 | $955.1K | 0.45% | −531−15.2% | Reduced |
| Convergence Investment Partners, LLC | 2,995 | $965.4K | 0.27% | +2,995 | New |
| Axxcess Wealth Management, LLC | 3,003 | $968.0K | 0.03% | +495+19.7% | Added |
| Crossmark Global Holdings, Inc. | 3,009 | $969.9K | 0.02% | −123−3.9% | Reduced |
| Smith Group Asset Management, LLC | 3,130 | $1.01M | 0.08% | −7−0.2% | Reduced |
| Captrust Financial Advisors | 3,194 | $1.03M | 0.00% | +594+22.8% | Added |
| Neo Ivy Capital Management | 3,234 | $1.04M | 0.33% | +3,234 | New |
| Nebula Research & Development LLC | 3,301 | $1.06M | 0.10% | +103+3.2% | Added |
| Pacer Advisors, Inc. | 3,350 | $1.08M | 0.00% | −6,713−66.7% | Reduced |
| GWM Advisors LLC | 3,412 | $1.10M | 0.01% | +993+41.1% | Added |
| JustInvest LLC | 3,486 | $1.12M | 0.02% | −150−4.1% | Reduced |
| Headlands Technologies LLC | 3,545 | $1.14M | 0.13% | +3,152+802.0% | Added |
| Quantinno Capital Management LP | 3,585 | $1.16M | 0.01% | +1,299+56.8% | Added |
| Advisors Asset Management, Inc. | 3,603 | $1.16M | 0.02% | +1,314+57.4% | Added |
| Quadrant Capital Group LLC | 3,634 | $1.17M | 0.04% | +2,164+147.2% | Added |
| Alliance Wealth Advisors, LLC | 3,641 | $1.17M | 0.31% | +151+4.3% | Added |
| Argent Capital Management LLC | 3,702 | $1.19M | 0.04% | −352−8.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,755 | $1.21M | 0.11% | +3,755 | New |
| Laurus Investment Counsel Inc. | 3,760 | $1.21M | 0.81% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,768 | $1.21M | 0.01% | +34+0.9% | Added |
| US Bancorp | 3,884 | $1.25M | 0.00% | −7,946−67.2% | Reduced |
| CenterBook Partners LP | 3,889 | $1.25M | 0.08% | −1,120−22.4% | Reduced |
| Picton Mahoney Asset Management | 3,892 | $1.25M | 0.04% | +2,697+225.7% | Added |
| Kestra Advisory Services, LLC | 3,898 | $1.26M | 0.01% | +362+10.2% | Added |
| Yorktown Management & Research Co Inc | 3,900 | $1.26M | 1.37% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,911 | $1.26M | 0.00% | −1,859−32.2% | Reduced |
| Centiva Capital, LP | 3,914 | $1.26M | 0.07% | −2,168−35.6% | Reduced |
| Wolverine Trading, LLC | 3,955 | $1.28M | 0.04% | +256+6.9% | Added |
| Oppenheimer Asset Management Inc. | 3,988 | $1.29M | 0.02% | −302−7.0% | Reduced |
| Graham Capital Management, L.P. | 4,019 | $1.30M | 0.04% | +886+28.3% | Added |
| Redwood Investments, LLC | 4,039 | $1.30M | 0.49% | −3,630−47.3% | Reduced |
| State of Alaska, Department of Revenue | 4,160 | $1.34M | 0.02% | +115+2.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,208 | $1.36M | 0.18% | −848−16.8% | Reduced |
| Virtu Financial LLC | 4,252 | $1.37M | 0.07% | +2,359+124.6% | Added |
| Jackson Creek Investment Advisors LLC | 4,314 | $1.39M | 0.44% | −20.0% | Reduced |
| Waratah Capital Advisors Ltd. | 4,332 | $1.40M | 0.10% | +4,332 | New |
| B. Metzler seel. Sohn & Co. AG | 4,421 | $1.43M | 0.01% | −25−0.6% | Reduced |
| Ritholtz Wealth Management | 4,430 | $1.43M | 0.04% | −9−0.2% | Reduced |
| Johnson Investment Counsel Inc | 4,492 | $1.45M | 0.01% | +329+7.9% | Added |
| Concentric Capital Strategies, LP | 4,521 | $1.46M | 0.15% | +4,521 | New |
| Janney Montgomery Scott LLC | 4,582 | $1.48M | 0.00% | −3,712−44.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,652 | $1.50M | 0.02% | −125−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,670 | $1.51M | 0.14% | +23+0.5% | Added |
| Kestra Investment Management, LLC | 4,816 | $1.55M | 0.05% | +1,336+38.4% | Added |
| Quadrature Capital Ltd | 4,825 | $1.56M | 0.03% | −3,867−44.5% | Reduced |
| Skye Global Management LP | 5,040 | $1.62M | 0.04% | +3,360+200.0% | Added |
| M&T Bank Corp | 5,066 | $1.63M | 0.01% | −262−4.9% | Reduced |
| HRT Financial LP | 5,151 | $1.66M | 0.01% | +5,151 | New |
| Cim, LLC | 5,156 | $1.66M | 0.25% | −93−1.8% | Reduced |
| Gsa Capital Partners LLP | 5,358 | $1.73M | 0.16% | +3,890+265.0% | Added |
| Benchmark Investment Advisors LLC | 5,398 | $1.74M | 1.13% | +4,330+405.4% | Added |
| Pictet Asset Management Holding SA | 5,436 | $1.75M | 0.00% | +527+10.7% | Added |
| Diversified Trust Co | 5,511 | $1.78M | 0.04% | −1,559−22.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,532 | $1.78M | 0.00% | −919−14.2% | Reduced |
| Fox Run Management, L.L.C. | 5,551 | $1.79M | 0.28% | +4,044+268.3% | Added |
| Baird Financial Group, Inc. | 5,640 | $1.82M | 0.00% | +3,135+125.1% | Added |
| Level Four Advisory Services, LLC | 5,640 | $1.82M | 0.07% | +1,127+25.0% | Added |
| Catalyst Funds Management Pty Ltd | 5,725 | $1.85M | 0.48% | +2,500+77.5% | Added |
| Fiera Capital Corp | 5,725 | $1.85M | 0.01% | +5,725 | New |
| Daiwa Securities Group Inc. | 5,970 | $1.92M | 0.01% | +1,940+48.1% | Added |
| Dynamic Technology Lab Private Ltd | 5,990 | $1.93M | 0.28% | +5,990 | New |
| Mackenzie Financial Corp | 6,001 | $1.93M | 0.00% | +1,620+37.0% | Added |
| Strategic Global Advisors, LLC | 6,021 | $1.94M | 0.38% | −192−3.1% | Reduced |
| Shaker Investments LLC | 6,070 | $1.96M | 0.94% | +593+10.8% | Added |
| Meritage Portfolio Management | 6,379 | $2.06M | 0.14% | +439+7.4% | Added |
| Secure Asset Management, LLC | 6,379 | $2.06M | 0.42% | +6,379 | New |
| Consolidated Planning Corp | 6,412 | $2.07M | 0.28% | +1,629+34.1% | Added |
| Schwartz Investment Counsel Inc | 6,600 | $2.13M | 0.07% | +2,800+73.7% | Added |
| Monimus Capital Management, LP | 6,602 | $2.13M | 1.81% | +6,602 | New |
| SG Americas Securities, LLC | 6,625 | $2.13M | 0.01% | +6,625 | New |
| LRT Capital Management, LLC | 6,765 | $2.18M | 1.49% | +399+6.3% | Added |
| Diversify Wealth Management, LLC | 5,529 | $2.20M | 0.16% | +1,448+35.5% | Added |
| Quantitative Investment Management, LLC | 6,857 | $2.21M | 0.20% | +6,857 | New |
| MML Investors Services, LLC | 6,950 | $2.24M | 0.01% | −426−5.8% | Reduced |
| Horizon Investment Services, LLC | 6,960 | $2.24M | 1.09% | +158+2.3% | Added |
| Ameritas Investment Partners, Inc. | 6,981 | $2.25M | 0.08% | −125−1.8% | Reduced |
| Hunter Associates Investment Management LLC | 7,056 | $2.27M | 0.35% | +515+7.9% | Added |
| Bridges Investment Management Inc | 7,169 | $2.31M | 0.03% | +3,599+100.8% | Added |
| New Age Alpha Advisors, LLC | 7,175 | $2.31M | 0.10% | −547−7.1% | Reduced |
| Davidson Capital Management Inc. | 7,183 | $2.32M | 0.63% | +7,160+31,130.4% | Added |
| Oregon Public Employees Retirement Fund | 7,194 | $2.32M | 0.04% | −8−0.1% | Reduced |
| Xponance, Inc. | 7,302 | $2.35M | 0.02% | +69+1.0% | Added |