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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 7,375 | $2.38M | 0.00% | +3,644+97.7% | Added |
| New Mexico Educational Retirement Board | 7,400 | $2.38M | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,502 | $2.42M | 0.01% | +3,654+95.0% | Added |
| RFG Advisory, LLC | 7,707 | $2.48M | 0.07% | +982+14.6% | Added |
| HSBC Holdings PLC | 7,862 | $2.51M | 0.00% | −4,473−36.3% | Reduced |
| Insight Wealth Strategies, LLC | 7,832 | $2.52M | 0.34% | +7,832 | New |
| California First Leasing Corp | 7,860 | $2.53M | 1.12% | +7,860 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,888 | $2.54M | 0.04% | +30.0% | Added |
| Zacks Investment Management | 7,910 | $2.55M | 0.02% | −72−0.9% | Reduced |
| HighTower Advisors, LLC | 7,992 | $2.58M | 0.00% | −4,418−35.6% | Reduced |
| KLP Kapitalforvaltning AS | 8,200 | $2.64M | 0.01% | +100+1.2% | Added |
| Los Angeles Capital Management LLC | 8,219 | $2.65M | 0.01% | −43,765−84.2% | Reduced |
| CWM, LLC | 8,271 | $2.67M | 0.01% | +3,238+64.3% | Added |
| Thrivent Financial for Lutherans | 8,319 | $2.68M | 0.01% | −29−0.3% | Reduced |
| Anderson Hoagland & Co | 8,634 | $2.70M | 0.32% | +186+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,481 | $2.73M | 0.02% | +645+8.2% | Added |
| State of Michigan Retirement System | 8,500 | $2.74M | 0.02% | +100+1.2% | Added |
| Dark Forest Capital Management LP | 8,546 | $2.75M | 0.13% | +7,030+463.7% | Added |
| Freedom Day Solutions, LLC | 8,554 | $2.76M | 0.84% | −432−4.8% | Reduced |
| PEAK6 LLC | 8,611 | $2.78M | 0.11% | +8,611 | New |
| CBOE Vest Financial, LLC | 8,701 | $2.80M | 0.04% | +3,118+55.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,082 | $2.93M | 0.01% | +524+6.1% | Added |
| Advisor Group Holdings, Inc. | 9,095 | $2.93M | 0.01% | +4,556+100.4% | Added |
| PDT Partners, LLC | 9,134 | $2.94M | 0.21% | +3,700+68.1% | Added |
| Bosman Wealth Management, LLC | 9,209 | $2.97M | 3.01% | +5,076+122.8% | Added |
| Toroso Investments, LLC | 9,321 | $3.00M | 0.03% | −868−8.5% | Reduced |
| Mariner, LLC | 9,525 | $3.07M | 0.01% | −5,743−37.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,669 | $3.12M | 0.18% | +9,669 | New |
| U.S. Capital Wealth Advisors, LLC | 9,823 | $3.17M | 0.10% | +2,553+35.1% | Added |
| Jump Financial, LLC | 9,845 | $3.17M | 0.05% | +332+3.5% | Added |
| Teacher Retirement System of Texas | 9,861 | $3.18M | 0.01% | −3,646−27.0% | Reduced |
| Louisiana State Employees Retirement System | 9,900 | $3.19M | 0.06% | +100+1.0% | Added |
| Virginia Retirement Systems Et Al | 9,923 | $3.20M | 0.02% | +9,923 | New |
| Pinebridge Investments, L.P. | 9,954 | $3.21M | 0.03% | −5,835−37.0% | Reduced |
| 4D Advisors, LLC | 10,000 | $3.22M | 2.50% | +1,500+17.6% | Added |
| Arizona State Retirement System | 10,210 | $3.29M | 0.02% | −144−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,400 | $3.35M | 0.03% | +15+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,402 | $3.35M | 0.01% | +551+5.6% | Added |
| Cowa, LLC | 10,402 | $3.35M | 1.43% | +5,074+95.2% | Added |
| Pathstone Holdings, LLC | 10,428 | $3.36M | 0.01% | −228−2.1% | Reduced |
| South Dakota Investment Council | 10,565 | $3.40M | 0.07% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 10,700 | $3.45M | 1.39% | −2,600−19.5% | Reduced |
| Cetera Investment Advisers | 10,780 | $3.47M | 0.01% | +5,133+90.9% | Added |
| Teachers Retirement System of the State of Kentucky | 11,314 | $3.65M | 0.03% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 11,323 | $3.65M | 0.44% | −18,757−62.4% | Reduced |
| Dividend Assets Capital, LLC | 11,464 | $3.70M | 0.70% | +11,464 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,505 | $3.71M | 0.00% | +6,697+139.3% | Added |
| Natixis Advisors, L.P. | 11,649 | $3.75M | 0.01% | −125,385−91.5% | Reduced |
| Nicholas Company, Inc. | 11,704 | $3.77M | 0.07% | −1,860−13.7% | Reduced |
| Brinker Capital Investments, LLC | 11,817 | $3.81M | 0.04% | +158+1.4% | Added |
| Orion Portfolio Solutions, LLC | 11,817 | $3.81M | 0.04% | +158+1.4% | Added |
| Brevan Howard Capital Management LP | 11,878 | $3.83M | 0.11% | −1,137−8.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,956 | $3.85M | 0.02% | +11,385+1,993.9% | Added |
| State of New Jersey Common Pension Fund D | 12,056 | $3.89M | 0.02% | −761−5.9% | Reduced |
| Yousif Capital Management, LLC | 12,305 | $3.97M | 0.05% | −263−2.1% | Reduced |
| DekaBank Deutsche Girozentrale | 12,523 | $4.01M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 12,703 | $4.09M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 12,976 | $4.18M | 0.02% | −1,264−8.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $4.19M | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,200 | $4.25M | 0.01% | −324−2.4% | Reduced |
| CIBC World Markets Inc. | 13,893 | $4.48M | 0.01% | +5,911+74.1% | Added |
| Crown Advisors Management, Inc. | 14,000 | $4.51M | 3.97% | +4,000+40.0% | Added |
| Citigroup Inc | 14,245 | $4.59M | 0.00% | −6,277−30.6% | Reduced |
| Toronto Dominion Bank | 14,498 | $4.67M | 0.01% | +14,498 | New |
| CIBC Private Wealth Group, LLC | 15,443 | $4.82M | 0.01% | +14,711+2,009.7% | Added |
| Creative Planning | 15,057 | $4.85M | 0.00% | +1,506+11.1% | Added |
| Stifel Financial Corp | 15,432 | $4.97M | 0.01% | −691−4.3% | Reduced |
| RE Advisers Corp | 15,688 | $5.06M | 0.12% | −1,600−9.3% | Reduced |
| Nisa Investment Advisors, LLC | 15,798 | $5.09M | 0.03% | +11+0.1% | Added |
| State of Tennessee, Treasury Department | 15,830 | $5.10M | 0.02% | +1,307+9.0% | Added |
| Treasurer of the State of North Carolina | 16,084 | $5.18M | 0.02% | +630+4.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,539 | $5.33M | 0.36% | +7,001+73.4% | Added |
| TownSquare Capital, LLC | 16,696 | $5.38M | 0.06% | +289+1.8% | Added |
| Bank of Nova Scotia | 16,913 | $5.45M | 0.01% | +16,913 | New |
| Ensign Peak Advisors, Inc | 16,951 | $5.46M | 0.01% | −17−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 16,971 | $5.47M | 1.27% | −347−2.0% | Reduced |
| Prudential Financial Inc | 12,648 | $5.59M | 0.01% | −1,615−11.3% | Reduced |
| Amalgamated Bank | 17,362 | $5.60M | 0.05% | −506−2.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 17,630 | $5.68M | 0.07% | +17,630 | New |
| New York State Common Retirement Fund | 17,708 | $5.71M | 0.01% | −2,715−13.3% | Reduced |
| Bank of Montreal | 17,819 | $5.74M | 0.00% | +7,783+77.6% | Added |
| Cerity Partners LLC | 17,841 | $5.75M | 0.01% | +365+2.1% | Added |
| Kennedy Capital Management, Inc. | 17,944 | $5.78M | 0.14% | −1,386−7.2% | Reduced |
| Freestone Grove Partners LP | 17,985 | $5.80M | 0.06% | −29,483−62.1% | Reduced |
| Mutual of America Capital Management LLC | 18,260 | $5.89M | 0.07% | −483−2.6% | Reduced |
| Pallas Capital Advisors LLC | 18,306 | $5.90M | 0.25% | −925−4.8% | Reduced |
| TrimTabs Asset Management, LLC | 19,040 | $6.14M | 0.96% | +16,373+613.9% | Added |
| Peterson Wealth Services | 19,109 | $6.16M | 1.91% | +52+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 19,599 | $6.32M | 0.02% | −17,454−47.1% | Reduced |
| Trexquant Investment LP | 19,917 | $6.42M | 0.07% | −1,784−8.2% | Reduced |
| Silvercrest Asset Management Group LLC | 20,423 | $6.58M | 0.05% | +20,423 | New |
| MetLife Investment Management | 21,226 | $6.84M | 0.04% | −318−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 21,693 | $6.99M | 0.01% | −5,261−19.5% | Reduced |
| Fred Alger Management, LLC | 21,729 | $7.00M | 0.04% | +5,500+33.9% | Added |
| Congress Wealth Management LLC | 22,367 | $7.21M | 0.09% | +1,532+7.4% | Added |
| Gotham Asset Management, LLC | 22,457 | $7.24M | 0.06% | +7,710+52.3% | Added |
| Ieq Capital, LLC | 22,645 | $7.30M | 0.06% | +8,283+57.7% | Added |
| LPL Financial LLC | 23,520 | $7.58M | 0.00% | +922+4.1% | Added |
| Strategic Planning Group, LLC | 23,584 | $7.60M | 1.49% | +702+3.1% | Added |
| Amundi | 24,811 | $7.73M | 0.00% | +23,819+2,401.1% | Added |