Skip to main content

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
West Michigan Advisors, LLC0$00.00%−616−100.0%Sold out
Balboa Wealth Partners0$00.00%−612−100.0%Sold out
Claret Asset Management Corp0$00.00%−606−100.0%Sold out
Holderness Investments Co0$00.00%−605−100.0%Sold out
Keebeck Wealth Management, LLC0$00.00%−604−100.0%Sold out
AXS Investments LLC0$00.00%−600−100.0%Sold out
Prakash Investment Advisors LLC0$00.00%−600−100.0%Sold out
Prosperity Financial Group, Inc.0$00.00%−599−100.0%Sold out
Indie Asset Partners, LLC0$00.00%−595−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−590−100.0%Sold out
Canandaigua National Bank & Trust Co0$00.00%−567−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−567−100.0%Sold out
Leeward Financial Partners, LLC0$00.00%−539−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−532−100.0%Sold out
Glenview Trust Co0$00.00%−531−100.0%Sold out
Bravias Capital Group, LLC0$00.00%−515−100.0%Sold out
Mindset Wealth Management, LLC0$00.00%−525−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−523−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−500−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−607−100.0%Sold out
Net Worth Advisory Group0$00.00%−506−100.0%Sold out
Retirement Guys Formula LLC0$00.00%−504−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−499−100.0%Sold out
denkapparat Operations GmbH0$00.00%−496−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−488−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−481−100.0%Sold out
Comprehensive Financial Planning, Inc.0$00.00%−463−100.0%Sold out
Castleview Partners, LLC0$00.00%−349−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−207−100.0%Sold out
Financial Life Planners0$00.00%−190−100.0%Sold out
GeoWealth Management, LLC0$00.00%−137−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−62−100.0%Sold out
Matrix Trust Co0$00.00%−61−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−49−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−40−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−39−100.0%Sold out
Twin Tree Management, LP0$00.00%−39−100.0%Sold out
Hollencrest Capital Management0$00.00%−37−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−27−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−15−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−12−100.0%Sold out
LRI Investments, LLC0$00.00%−11−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−10−100.0%Sold out
MB, Levis & Associates, LLC0$00.00%−10−100.0%Sold out
Horizon Investments, LLC0$00.00%−4−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−4−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−3−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−3−100.0%Sold out
Concord Wealth Partners0$00.00%−3−100.0%Sold out
Cohen & Steers, Inc.0$00.00%−2−100.0%Sold out
Riverview Trust Co0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Natixis Investment Managers International––––Not filed
River & Mercantile Asset Management LLP––––Not filed
Swedbank AB––––Not filed
Dorchester Wealth Management Co––––Not filed
Caxton Associates LP––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Virtus Fund Advisers, LLC––––Not filed
AlphaCentric Advisors LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Hanseatic Management Services Inc––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed