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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 3,603 | $1.16M | 0.02% | +1,314+57.4% | Added |
| Quantinno Capital Management LP | 3,585 | $1.16M | 0.01% | +1,299+56.8% | Added |
| Headlands Technologies LLC | 3,545 | $1.14M | 0.13% | +3,152+802.0% | Added |
| JustInvest LLC | 3,486 | $1.12M | 0.02% | −150−4.1% | Reduced |
| GWM Advisors LLC | 3,412 | $1.10M | 0.01% | +993+41.1% | Added |
| Pacer Advisors, Inc. | 3,350 | $1.08M | 0.00% | −6,713−66.7% | Reduced |
| Nebula Research & Development LLC | 3,301 | $1.06M | 0.10% | +103+3.2% | Added |
| Neo Ivy Capital Management | 3,234 | $1.04M | 0.33% | +3,234 | New |
| Captrust Financial Advisors | 3,194 | $1.03M | 0.00% | +594+22.8% | Added |
| Smith Group Asset Management, LLC | 3,130 | $1.01M | 0.08% | −7−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,009 | $969.9K | 0.02% | −123−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 3,003 | $968.0K | 0.03% | +495+19.7% | Added |
| Convergence Investment Partners, LLC | 2,995 | $965.4K | 0.27% | +2,995 | New |
| Optimum Investment Advisors | 2,963 | $955.1K | 0.45% | −531−15.2% | Reduced |
| North Star Investment Management Corp. | 2,900 | $934.8K | 0.07% | −900−23.7% | Reduced |
| Atria Investments LLC | 2,892 | $932.1K | 0.01% | +785+37.3% | Added |
| Park Avenue Securities LLC | 2,825 | $911.0K | 0.01% | −321−10.2% | Reduced |
| Virtus ETF Advisers LLC | 2,814 | $907.0K | 0.59% | +2,814 | New |
| Moody National Bank Trust Division | 2,746 | $885.1K | 0.09% | +2,746 | New |
| Securian Asset Management, Inc | 2,682 | $864.5K | 0.03% | 00.0% | Unchanged |
| 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 |
| Merit Financial Group, LLC | 2,642 | $851.7K | 0.01% | +1,563+144.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,613 | $842.2K | 0.03% | −5−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 2,609 | $841.0K | 0.01% | +2,609 | New |
| Ethic Inc. | 2,524 | $832.9K | 0.02% | +973+62.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,556 | $823.9K | 0.00% | +296+13.1% | Added |
| STRS Ohio | 2,536 | $817.4K | 0.00% | −239−8.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,500 | $805.8K | 0.03% | +895+55.8% | Added |
| Scientech Research LLC | 2,484 | $800.7K | 0.21% | +2,484 | New |
| Linden Thomas Advisory Services, LLC | 2,481 | $799.7K | 0.10% | +263+11.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,468 | $796.0K | 0.00% | −314−11.3% | Reduced |
| Norden Group LLC | 2,460 | $792.9K | 0.09% | −1,571−39.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,460 | $792.9K | 0.02% | +449+22.3% | Added |
| Saturna Capital CORP | 2,451 | $790.2K | 0.01% | −1,048−30.0% | Reduced |
| Azzad Asset Management Inc | 2,419 | $779.6K | 0.09% | +2,419 | New |
| Blackhawk Capital Partners LLC. | 2,403 | $774.6K | 0.40% | +2,403 | New |
| Venturi Wealth Management, LLC | 2,375 | $765.5K | 0.04% | +2,375 | New |
| United Services Automobile Association | 2,324 | $753.2K | 0.02% | +2,324 | New |
| Colony Group, LLC | 2,300 | $741.4K | 0.00% | +1,208+110.6% | Added |
| Change Path, LLC | 2,293 | $739.1K | 0.02% | −99−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,256 | $727.3K | 0.01% | +491+27.8% | Added |
| Silver Oak Securities, Inc | 2,206 | $715.0K | 0.07% | +190+9.4% | Added |
| Kane Investment Management, Inc. | 2,213 | $713.2K | 0.34% | +317+16.7% | Added |
| Entropy Technologies, LP | 2,199 | $708.8K | 0.07% | −2,602−54.2% | Reduced |
| Pier Capital, LLC | 2,188 | $705.3K | 0.12% | +2,188 | New |
| Oak Thistle LLC | 2,182 | $703.3K | 0.14% | +718+49.0% | Added |
| Evergreen Capital Management LLC | 2,169 | $699.1K | 0.02% | +40+1.9% | Added |
| CWM Advisors, LLC | 2,160 | $696.2K | 0.08% | +256+13.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,148 | $692.4K | 0.03% | +861+66.9% | Added |
| Centaurus Financial, Inc. | 2,138 | $689.0K | 0.04% | +2,138 | New |
| Locust Wood Capital Advisers, LLC | 2,130 | $686.6K | 0.02% | +2,130 | New |
| Encompass More Asset Management | 2,100 | $676.9K | 0.20% | +973+86.3% | Added |
| Mach-1 Financial Group, Inc. | 2,099 | $676.6K | 0.20% | +2,099 | New |
| Dynamic Advisor Solutions LLC | 2,040 | $657.6K | 0.02% | +1,467+256.0% | Added |
| Advisory Services Network, LLC | 2,001 | $645.0K | 0.01% | +348+21.1% | Added |
| 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 |
| Sanctuary Advisors, LLC | 1,983 | $639.2K | 0.00% | −856−30.2% | Reduced |
| Coldstream Capital Management Inc | 1,958 | $631.1K | 0.01% | +70+3.7% | Added |
| Cornerstone Investment Partners, LLC | 1,912 | $616.3K | 0.03% | +1+0.1% | Added |
| Utah Retirement Systems | 1,900 | $612.4K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,955 | $610.3K | 0.34% | −19−1.0% | 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 |
| Hillsdale Investment Management Inc. | 1,890 | $609.2K | 0.03% | −350−15.6% | Reduced |
| Susquehanna International Group, LLP | 1,879 | $605.7K | 0.00% | −20,274−91.5% | Reduced |
| Guggenheim Capital LLC | 1,875 | $604.4K | 0.01% | −280−13.0% | Reduced |
| Greenwood Capital Associates LLC | 1,865 | $601.1K | 0.08% | −1,126−37.6% | Reduced |
| Simplex Trading, LLC | 1,867 | $601.0K | 0.02% | +787+72.9% | Added |
| Sowell Financial Services LLC | 1,848 | $595.6K | 0.03% | +1,848 | New |
| L2 Asset Management, LLC | 1,835 | $591.1K | 0.12% | +922+101.0% | Added |
| Ifrah Financial Services, Inc. | 1,811 | $583.7K | 0.17% | −190−9.5% | Reduced |
| Sierra Summit Advisors LLC | 1,802 | $580.8K | 0.13% | +1,802 | New |
| Integrated Wealth Concepts LLC | 1,783 | $574.7K | 0.01% | −375−17.4% | Reduced |
| Shell Asset Management Co | 1,778 | $573.0K | 0.03% | +10+0.6% | Added |
| Aviva PLC | 1,761 | $567.6K | 0.00% | +456+34.9% | Added |
| Fifth Third Bancorp | 1,705 | $549.6K | 0.00% | −354−17.2% | Reduced |
| BTC Capital Management, Inc. | 1,686 | $543.4K | 0.05% | +360+27.1% | Added |
| Regions Financial Corp | 1,683 | $542.5K | 0.00% | −81−4.6% | Reduced |
| Thompson Davis & Co., Inc. | 1,674 | $539.6K | 0.43% | +684+69.1% | Added |
| Buckingham Strategic Partners | 1,659 | $534.8K | 0.01% | +1,154+228.5% | Added |
| Moors & Cabot, Inc. | 1,659 | $534.7K | 0.03% | +921+124.8% | Added |
| Illumine Investment Management, LLC | 1,645 | $530.3K | 0.43% | +71+4.5% | Added |
| Maryland State Retirement & Pension System | 1,643 | $529.6K | 0.01% | −233−12.4% | Reduced |
| OP Asset Management Ltd | 1,618 | $521.5K | 0.01% | +1,618 | New |
| X-Square Capital, LLC | 1,600 | $516.0K | 0.22% | 00.0% | Unchanged |
| F/M Investments LLC | 1,575 | $507.7K | 0.02% | −10,181−86.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,557 | $501.9K | 0.01% | +60+4.0% | Added |
| Pensionmark Financial Group, LLC | 1,555 | $501.2K | 0.01% | +16+1.0% | Added |
| Mercer Global Advisors Inc | 1,550 | $499.7K | 0.00% | +675+77.1% | Added |
| XTX Topco Ltd | 1,549 | $499.3K | 0.03% | +500+47.7% | Added |
| KBC Group NV | 1,543 | $497.0K | 0.00% | +52+3.5% | Added |
| HighPoint Advisor Group LLC | 1,241 | $493.3K | 0.03% | −251−16.8% | Reduced |
| Vestcor Inc | 1,520 | $490.0K | 0.02% | −4,293−73.9% | Reduced |
| ProShare Advisors LLC | 1,512 | $487.4K | 0.00% | −147−8.9% | 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 |
| Avantax Advisory Services, Inc. | 1,498 | $482.8K | 0.00% | −164−9.9% | Reduced |
| HB Wealth Management, LLC | 1,489 | $479.9K | 0.00% | +801+116.4% | Added |