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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1,431 | $461.3K | 0.00% | +18+1.3% | Added |
| BayBridge Capital Group, LLC | 1,430 | $461.0K | 0.33% | −373−20.7% | Reduced |
| Nations Financial Group Inc, | 1,428 | $460.3K | 0.04% | +70+5.2% | Added |
| Kestra Private Wealth Services, LLC | 1,423 | $458.7K | 0.01% | −403−22.1% | Reduced |
| Sherbrooke Park Advisers LLC | 1,416 | $456.4K | 0.21% | +426+43.0% | Added |
| Portside Wealth Group, LLC | 1,409 | $454.3K | 0.07% | +244+20.9% | Added |
| Pitcairn Co | 1,394 | $449.3K | 0.03% | −2,213−61.4% | Reduced |
| Verus Capital Partners, LLC | 1,392 | $448.7K | 0.04% | −5−0.4% | Reduced |
| Sunbelt Securities, Inc. | 1,386 | $446.7K | 0.04% | +491+54.9% | Added |
| Fortress Financial Solutions, LLC | 1,362 | $439.0K | 0.64% | −154−10.2% | Reduced |
| Bridgefront Capital, LLC | 1,355 | $436.8K | 0.13% | +1,355 | New |
| Quest Partners LLC | 1,352 | $435.8K | 0.05% | −343−20.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $426.9K | 0.00% | +241+22.5% | Added |
| Principal Securities, Inc. | 994 | $421.5K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,302 | $419.7K | 0.00% | −414−24.1% | Reduced |
| Oxford Asset Management LLP | 1,296 | $417.7K | 0.19% | +1,296 | New |
| Eqis Capital Management, Inc. | 1,289 | $415.5K | 0.03% | +1,289 | New |
| Benjamin Edwards Inc | 1,282 | $413.3K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 1,278 | $411.9K | 0.07% | −510−28.5% | Reduced |
| Shelton Capital Management | 1,274 | $410.6K | 0.01% | −68−5.1% | Reduced |
| Cresset Asset Management, LLC | 1,272 | $409.9K | 0.00% | +425+50.2% | Added |
| CI Private Wealth, LLC | 1,260 | $406.1K | 0.00% | −152−10.8% | Reduced |
| TD Private Client Wealth LLC | 1,236 | $398.4K | 0.01% | +256+26.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,094 | $397.5K | 0.07% | −11−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,214 | $391.3K | 0.02% | −43−3.4% | Reduced |
| Prelude Capital Management, LLC | 1,210 | $390.0K | 0.04% | +558+85.6% | Added |
| Commerce Bank | 1,200 | $386.8K | 0.00% | −11−0.9% | Reduced |
| Proficio Capital Partners LLC | 1,198 | $386.2K | 0.03% | −13−1.1% | Reduced |
| DnB Asset Management AS | 1,179 | $380.0K | 0.00% | +1,179 | New |
| Trust Point Inc. | 1,173 | $378.1K | 0.03% | −654−35.8% | Reduced |
| Polen Capital Management LLC | 1,166 | $375.8K | 0.00% | +1,166 | New |
| Intrust Bank NA | 1,165 | $375.5K | 0.04% | −43−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,161 | $374.1K | 0.02% | +96+9.0% | Added |
| AdvisorShares Investments LLC | 1,130 | $372.9K | 0.07% | +1,130 | New |
| Gallacher Capital Management LLC | 1,138 | $366.9K | 0.18% | +283+33.1% | Added |
| Farther Finance Advisors, LLC | 1,102 | $363.7K | 0.01% | +239+27.7% | Added |
| Ground Swell Capital, LLC | 1,122 | $361.7K | 0.82% | +1,122 | New |
| CIBC Asset Management Inc | 1,118 | $360.4K | 0.00% | +21+1.9% | Added |
| Precision Wealth Strategies, LLC | 1,117 | $360.0K | 0.28% | +145+14.9% | Added |
| Kingsview Wealth Management, LLC | 1,111 | $358.2K | 0.01% | +480+76.1% | Added |
| Umb Bank N A | 1,096 | $353.3K | 0.01% | +115+11.7% | Added |
| Everence Capital Management Inc | 1,080 | $348.0K | 0.02% | +440+68.8% | Added |
| Verdence Capital Advisors LLC | 1,062 | $342.4K | 0.03% | +263+32.9% | Added |
| Cypress Advisory Group LLC | 1,050 | $338.4K | 0.31% | +1,050 | New |
| Ariadne Wealth Management, LP | 778 | $338.3K | 0.18% | +778 | New |
| Alps Advisors Inc | 1,039 | $334.9K | 0.00% | +9+0.9% | Added |
| AE Wealth Management LLC | 1,035 | $333.6K | 0.00% | +1,035 | New |
| Blueshift Asset Management, LLC | 1,030 | $332.0K | 0.13% | +167+19.4% | Added |
| Aigen Investment Management, LP | 1,030 | $332.0K | 0.05% | +1,030 | New |
| Evoke Wealth, LLC | 1,021 | $329.1K | 0.01% | +102+11.1% | Added |
| PharVision Advisers, LLC | 1,017 | $327.8K | 0.45% | +231+29.4% | Added |
| Spire Wealth Management | 1,005 | $323.8K | 0.01% | +90+9.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,000 | $322.3K | 0.01% | +300+42.9% | Added |
| Mariner Investment Group LLC | 1,000 | $322.3K | 0.13% | +1,000 | New |
| We Are One Seven, LLC | 988 | $318.5K | 0.01% | +208+26.7% | Added |
| Two Sigma Securities, LLC | 979 | $315.6K | 0.05% | +979 | New |
| NorthCrest Asset Manangement, LLC | 938 | $302.3K | 0.01% | +938 | New |
| Sound View Wealth Advisors Group, LLC | 937 | $302.0K | 0.02% | −57−5.7% | Reduced |
| Lifestyle Asset Management, Inc. | 936 | $301.7K | 0.17% | +18+2.0% | Added |
| MQS Management LLC | 922 | $297.2K | 0.17% | +922 | New |
| Catalyst Capital Advisors LLC | 920 | $296.5K | 0.01% | −625−40.5% | Reduced |
| Syon Capital LLC | 916 | $295.3K | 0.02% | +18+2.0% | Added |
| Ronald Blue Trust, Inc. | 911 | $293.6K | 0.00% | +159+21.1% | Added |
| Wellington Shields & Co., LLC | 906 | $292.0K | 0.09% | +10+1.1% | Added |
| Knollwood Investment Advisory, LLC | 900 | $290.1K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 875 | $282.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 868 | $279.8K | 0.01% | −12−1.4% | Reduced |
| Private Advisor Group, LLC | 866 | $279.3K | 0.00% | +278+47.3% | Added |
| Kaufman Rossin Wealth, LLC | 862 | $277.8K | 0.20% | +862 | New |
| SkyOak Wealth, LLC | 861 | $277.5K | 0.06% | −319−27.0% | Reduced |
| LGT Group Foundation | 854 | $275.3K | 0.00% | +854 | New |
| Meiji Yasuda Asset Management Co Ltd. | 850 | $274.0K | 0.01% | −16−1.8% | Reduced |
| Strid Group, LLC | 846 | $272.7K | 0.04% | −1,061−55.6% | Reduced |
| Laurion Capital Management LP | 842 | $271.4K | 0.02% | +842 | New |
| Forum Financial Management, LP | 833 | $268.5K | 0.00% | +2+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 824 | $265.7K | 0.00% | −700−45.9% | Reduced |
| Gibbs Wealth Management | 819 | $264.0K | 0.06% | +294+56.0% | Added |
| Pinnacle Financial Partners Inc | 816 | $263.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 816 | $263.0K | 0.06% | −77−8.6% | Reduced |
| Copeland Capital Management, LLC | 807 | $260.1K | 0.01% | +807 | New |
| National Bank of Canada | 803 | $258.8K | 0.00% | −134−14.3% | Reduced |
| Boothbay Fund Management, LLC | 801 | $258.2K | 0.01% | +52+6.9% | Added |
| Lecap Asset Management Ltd | 800 | $257.9K | 0.06% | +800 | New |
| Kingswood Wealth Advisors, LLC | 798 | $257.2K | 0.02% | −50−5.9% | Reduced |
| Fiduciary Trust Co | 796 | $256.6K | 0.00% | +796 | New |
| Apollon Wealth Management, LLC | 792 | $255.3K | 0.01% | +56+7.6% | Added |
| Assenagon Asset Management S.A. | 789 | $254.3K | 0.00% | −10,501−93.0% | Reduced |
| GAMMA Investing LLC | 789 | $254.3K | 0.02% | +148+23.1% | Added |
| IHT Wealth Management, LLC | 782 | $251.9K | 0.01% | −16−2.0% | Reduced |
| R Squared Ltd | 780 | $251.4K | 0.27% | +240+44.4% | Added |
| Northwestern Mutual Wealth Management Co | 770 | $248.3K | 0.00% | −581−43.0% | Reduced |
| Sivia Capital Partners, LLC | 766 | $246.9K | 0.12% | +766 | New |
| Callan Family Office, LLC | 742 | $239.2K | 0.02% | −4−0.5% | Reduced |
| Qsemble Capital Management, LP | 741 | $238.8K | 0.03% | +741 | New |
| Cambria Investment Management, L.P. | 740 | $238.5K | 0.02% | +740 | New |
| Perbak Capital Partners LLP | 739 | $238.2K | 0.18% | +739 | New |
| Dorsey & Whitney Trust CO LLC | 718 | $231.5K | 0.01% | +5+0.7% | Added |
| Mezzasalma Advisors, LLC | 716 | $230.8K | 0.08% | +716 | New |
| Arcus Capital Partners, LLC | 715 | $230.5K | 0.09% | +715 | New |
| Axq Capital, LP | 710 | $228.9K | 0.09% | +710 | New |