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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 9,900 | $3.19M | 0.06% | +100+1.0% | Added |
| Teacher Retirement System of Texas | 9,861 | $3.18M | 0.01% | −3,646−27.0% | Reduced |
| Jump Financial, LLC | 9,845 | $3.17M | 0.05% | +332+3.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,823 | $3.17M | 0.10% | +2,553+35.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,669 | $3.12M | 0.18% | +9,669 | New |
| Mariner, LLC | 9,525 | $3.07M | 0.01% | −5,743−37.6% | Reduced |
| Toroso Investments, LLC | 9,321 | $3.00M | 0.03% | −868−8.5% | Reduced |
| Bosman Wealth Management, LLC | 9,209 | $2.97M | 3.01% | +5,076+122.8% | Added |
| PDT Partners, LLC | 9,134 | $2.94M | 0.21% | +3,700+68.1% | Added |
| Advisor Group Holdings, Inc. | 9,095 | $2.93M | 0.01% | +4,556+100.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,082 | $2.93M | 0.01% | +524+6.1% | Added |
| CBOE Vest Financial, LLC | 8,701 | $2.80M | 0.04% | +3,118+55.8% | Added |
| PEAK6 LLC | 8,611 | $2.78M | 0.11% | +8,611 | New |
| Freedom Day Solutions, LLC | 8,554 | $2.76M | 0.84% | −432−4.8% | Reduced |
| Dark Forest Capital Management LP | 8,546 | $2.75M | 0.13% | +7,030+463.7% | Added |
| State of Michigan Retirement System | 8,500 | $2.74M | 0.02% | +100+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,481 | $2.73M | 0.02% | +645+8.2% | Added |
| Anderson Hoagland & Co | 8,634 | $2.70M | 0.32% | +186+2.2% | Added |
| Thrivent Financial for Lutherans | 8,319 | $2.68M | 0.01% | −29−0.3% | Reduced |
| CWM, LLC | 8,271 | $2.67M | 0.01% | +3,238+64.3% | Added |
| Los Angeles Capital Management LLC | 8,219 | $2.65M | 0.01% | −43,765−84.2% | Reduced |
| KLP Kapitalforvaltning AS | 8,200 | $2.64M | 0.01% | +100+1.2% | Added |
| HighTower Advisors, LLC | 7,992 | $2.58M | 0.00% | −4,418−35.6% | Reduced |
| Zacks Investment Management | 7,910 | $2.55M | 0.02% | −72−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,888 | $2.54M | 0.04% | +30.0% | Added |
| California First Leasing Corp | 7,860 | $2.53M | 1.12% | +7,860 | New |
| Insight Wealth Strategies, LLC | 7,832 | $2.52M | 0.34% | +7,832 | New |
| HSBC Holdings PLC | 7,862 | $2.51M | 0.00% | −4,473−36.3% | Reduced |
| RFG Advisory, LLC | 7,707 | $2.48M | 0.07% | +982+14.6% | Added |
| Verition Fund Management LLC | 7,502 | $2.42M | 0.01% | +3,654+95.0% | Added |
| New Mexico Educational Retirement Board | 7,400 | $2.38M | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,375 | $2.38M | 0.00% | +3,644+97.7% | Added |
| Xponance, Inc. | 7,302 | $2.35M | 0.02% | +69+1.0% | Added |
| Oregon Public Employees Retirement Fund | 7,194 | $2.32M | 0.04% | −8−0.1% | Reduced |
| Davidson Capital Management Inc. | 7,183 | $2.32M | 0.63% | +7,160+31,130.4% | Added |
| New Age Alpha Advisors, LLC | 7,175 | $2.31M | 0.10% | −547−7.1% | Reduced |
| Bridges Investment Management Inc | 7,169 | $2.31M | 0.03% | +3,599+100.8% | Added |
| Hunter Associates Investment Management LLC | 7,056 | $2.27M | 0.35% | +515+7.9% | Added |
| Ameritas Investment Partners, Inc. | 6,981 | $2.25M | 0.08% | −125−1.8% | Reduced |
| Horizon Investment Services, LLC | 6,960 | $2.24M | 1.09% | +158+2.3% | Added |
| MML Investors Services, LLC | 6,950 | $2.24M | 0.01% | −426−5.8% | Reduced |
| Quantitative Investment Management, LLC | 6,857 | $2.21M | 0.20% | +6,857 | New |
| Diversify Wealth Management, LLC | 5,529 | $2.20M | 0.16% | +1,448+35.5% | Added |
| LRT Capital Management, LLC | 6,765 | $2.18M | 1.49% | +399+6.3% | Added |
| SG Americas Securities, LLC | 6,625 | $2.13M | 0.01% | +6,625 | New |
| Monimus Capital Management, LP | 6,602 | $2.13M | 1.81% | +6,602 | New |
| Schwartz Investment Counsel Inc | 6,600 | $2.13M | 0.07% | +2,800+73.7% | Added |
| Consolidated Planning Corp | 6,412 | $2.07M | 0.28% | +1,629+34.1% | Added |
| Secure Asset Management, LLC | 6,379 | $2.06M | 0.42% | +6,379 | New |
| Meritage Portfolio Management | 6,379 | $2.06M | 0.14% | +439+7.4% | Added |
| Shaker Investments LLC | 6,070 | $1.96M | 0.94% | +593+10.8% | Added |
| Strategic Global Advisors, LLC | 6,021 | $1.94M | 0.38% | −192−3.1% | Reduced |
| Mackenzie Financial Corp | 6,001 | $1.93M | 0.00% | +1,620+37.0% | Added |
| Dynamic Technology Lab Private Ltd | 5,990 | $1.93M | 0.28% | +5,990 | New |
| Daiwa Securities Group Inc. | 5,970 | $1.92M | 0.01% | +1,940+48.1% | 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 |
| Level Four Advisory Services, LLC | 5,640 | $1.82M | 0.07% | +1,127+25.0% | Added |
| Baird Financial Group, Inc. | 5,640 | $1.82M | 0.00% | +3,135+125.1% | Added |
| Fox Run Management, L.L.C. | 5,551 | $1.79M | 0.28% | +4,044+268.3% | Added |
| The PNC Financial Services Group, Inc. | 5,532 | $1.78M | 0.00% | −919−14.2% | Reduced |
| Diversified Trust Co | 5,511 | $1.78M | 0.04% | −1,559−22.1% | Reduced |
| Pictet Asset Management Holding SA | 5,436 | $1.75M | 0.00% | +527+10.7% | Added |
| Benchmark Investment Advisors LLC | 5,398 | $1.74M | 1.13% | +4,330+405.4% | Added |
| Gsa Capital Partners LLP | 5,358 | $1.73M | 0.16% | +3,890+265.0% | Added |
| Cim, LLC | 5,156 | $1.66M | 0.25% | −93−1.8% | Reduced |
| HRT Financial LP | 5,151 | $1.66M | 0.01% | +5,151 | New |
| M&T Bank Corp | 5,066 | $1.63M | 0.01% | −262−4.9% | Reduced |
| Skye Global Management LP | 5,040 | $1.62M | 0.04% | +3,360+200.0% | Added |
| Quadrature Capital Ltd | 4,825 | $1.56M | 0.03% | −3,867−44.5% | Reduced |
| Kestra Investment Management, LLC | 4,816 | $1.55M | 0.05% | +1,336+38.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,670 | $1.51M | 0.14% | +23+0.5% | Added |
| Ontario Teachers Pension Plan Board | 4,652 | $1.50M | 0.02% | −125−2.6% | Reduced |
| Janney Montgomery Scott LLC | 4,582 | $1.48M | 0.00% | −3,712−44.8% | Reduced |
| Concentric Capital Strategies, LP | 4,521 | $1.46M | 0.15% | +4,521 | New |
| Johnson Investment Counsel Inc | 4,492 | $1.45M | 0.01% | +329+7.9% | Added |
| Ritholtz Wealth Management | 4,430 | $1.43M | 0.04% | −9−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,421 | $1.43M | 0.01% | −25−0.6% | Reduced |
| Waratah Capital Advisors Ltd. | 4,332 | $1.40M | 0.10% | +4,332 | New |
| Jackson Creek Investment Advisors LLC | 4,314 | $1.39M | 0.44% | −20.0% | Reduced |
| Virtu Financial LLC | 4,252 | $1.37M | 0.07% | +2,359+124.6% | Added |
| Redhawk Wealth Advisors, Inc. | 4,208 | $1.36M | 0.18% | −848−16.8% | Reduced |
| State of Alaska, Department of Revenue | 4,160 | $1.34M | 0.02% | +115+2.8% | Added |
| Redwood Investments, LLC | 4,039 | $1.30M | 0.49% | −3,630−47.3% | Reduced |
| Graham Capital Management, L.P. | 4,019 | $1.30M | 0.04% | +886+28.3% | Added |
| Oppenheimer Asset Management Inc. | 3,988 | $1.29M | 0.02% | −302−7.0% | Reduced |
| Wolverine Trading, LLC | 3,955 | $1.28M | 0.04% | +256+6.9% | Added |
| Centiva Capital, LP | 3,914 | $1.26M | 0.07% | −2,168−35.6% | Reduced |
| Commonwealth Equity Services, LLC | 3,911 | $1.26M | 0.00% | −1,859−32.2% | Reduced |
| Yorktown Management & Research Co Inc | 3,900 | $1.26M | 1.37% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,898 | $1.26M | 0.01% | +362+10.2% | Added |
| Picton Mahoney Asset Management | 3,892 | $1.25M | 0.04% | +2,697+225.7% | Added |
| CenterBook Partners LP | 3,889 | $1.25M | 0.08% | −1,120−22.4% | Reduced |
| US Bancorp | 3,884 | $1.25M | 0.00% | −7,946−67.2% | Reduced |
| New York Life Investment Management LLC | 3,768 | $1.21M | 0.01% | +34+0.9% | Added |
| Laurus Investment Counsel Inc. | 3,760 | $1.21M | 0.81% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,755 | $1.21M | 0.11% | +3,755 | New |
| Argent Capital Management LLC | 3,702 | $1.19M | 0.04% | −352−8.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,641 | $1.17M | 0.31% | +151+4.3% | Added |
| Quadrant Capital Group LLC | 3,634 | $1.17M | 0.04% | +2,164+147.2% | Added |