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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 704 | $226.9K | 0.01% | +166+30.9% | Added |
| Naviter Wealth, LLC | 700 | $226.9K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 698 | $225.0K | 0.03% | +228+48.5% | Added |
| Hilltop Holdings Inc. | 698 | $224.7K | 0.01% | −2,760−79.8% | Reduced |
| Brown Advisory Inc | 697 | $224.7K | 0.00% | −91−11.5% | Reduced |
| CAPROCK Group, Inc. | 685 | $220.8K | 0.01% | −95−12.2% | Reduced |
| PFG Advisors | 668 | $215.4K | 0.01% | +45+7.2% | Added |
| Optimize Financial Inc | 661 | $213.1K | 0.08% | +11+1.7% | Added |
| Sym Financial Corp | 661 | $213.1K | 0.03% | +661 | New |
| Chicago Partners Investment Group LLC | 491 | $212.2K | 0.01% | +491 | New |
| City Center Advisors, LLC | 649 | $209.2K | 0.24% | −162−20.0% | Reduced |
| Dakota Wealth Management | 634 | $204.4K | 0.00% | −154−19.5% | Reduced |
| WBI Investments | 628 | $202.5K | 0.05% | +133+26.9% | Added |
| Altshuler Shaham Ltd | 570 | $183.7K | 0.00% | +407+249.7% | Added |
| Quarry LP | 516 | $166.3K | 0.04% | +140+37.2% | Added |
| Covestor Ltd | 514 | $165.0K | 0.11% | −1−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 490 | $157.9K | 0.03% | +202+70.1% | Added |
| Parallel Advisors, LLC | 450 | $145.1K | 0.00% | +56+14.2% | Added |
| SBI Securities Co., Ltd. | 443 | $142.8K | 0.00% | +256+136.9% | Added |
| IFP Advisors, Inc | 437 | $140.9K | 0.00% | +267+157.1% | Added |
| Gen-Wealth Partners Inc | 406 | $130.9K | 0.05% | −261−39.1% | Reduced |
| Signaturefd, LLC | 406 | $130.9K | 0.00% | +13+3.3% | Added |
| Reyes Financial Architecture, Inc. | 351 | $113.1K | 0.08% | +101+40.4% | Added |
| Globeflex Capital L P | 347 | $111.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 341 | $109.9K | 0.01% | −1−0.3% | Reduced |
| Jones Financial Companies LLLP | 335 | $108.5K | 0.00% | +306+1,055.2% | Added |
| Assetmark, Inc | 309 | $99.6K | 0.00% | +130+72.6% | Added |
| True Wealth Design, LLC | 273 | $88.0K | 0.03% | +117+75.0% | Added |
| Huntington National Bank | 271 | $87.4K | 0.00% | +78+40.4% | Added |
| Archer Investment Corp | 250 | $80.6K | 0.02% | +250 | New |
| Leonteq Securities AG | 246 | $79.4K | 0.01% | +246 | New |
| Lindbrook Capital, LLC | 237 | $76.4K | 0.01% | +159+203.8% | Added |
| Coston, McIsaac & Partners | 232 | $74.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 226 | $73.0K | 0.00% | +16+7.6% | Added |
| Parkside Financial Bank & Trust | 202 | $65.1K | 0.01% | −62−23.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 196 | $63.2K | 0.01% | +70+55.6% | Added |
| Clearstead Advisors, LLC | 186 | $60.0K | 0.00% | +144+342.9% | Added |
| Massmutual Trust Co FSB | 177 | $57.1K | 0.00% | +42+31.1% | Added |
| Transce3nd, LLC | 170 | $54.9K | 0.02% | +9+5.6% | Added |
| V-Square Quantitative Management LLC | 168 | $54.2K | 0.01% | +1+0.6% | Added |
| Acadian Asset Management LLC | 169 | $54.0K | 0.00% | −17,751−99.1% | Reduced |
| Rakuten Securities, Inc. | 160 | $51.6K | 0.03% | +43+36.8% | Added |
| Wayfinding Financial, LLC | 157 | $50.0K | 0.02% | +157 | New |
| Rothschild Investment LLC | 120 | $38.7K | 0.00% | +62+106.9% | Added |
| Sterling Capital Management LLC | 119 | $38.4K | 0.00% | −449−79.0% | Reduced |
| Skopos Labs, Inc. | 115 | $37.1K | 0.01% | +83+259.4% | Added |
| Smartleaf Asset Management LLC | 113 | $36.6K | 0.00% | −39−25.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 105 | $33.8K | 0.00% | +37+54.4% | Added |
| Private Trust Co NA | 103 | $33.2K | 0.00% | −3−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 101 | $32.6K | 0.00% | +20+24.7% | Added |
| Byrne Asset Management LLC | 100 | $32.2K | 0.02% | −30−23.1% | Reduced |
| Versant Capital Management, Inc | 100 | $32.2K | 0.01% | +72+257.1% | Added |
| Stone House Investment Management, LLC | 96 | $31.0K | 0.01% | +96 | New |
| Anchor Investment Management, LLC | 94 | $30.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 90 | $29.0K | 0.00% | −14−13.5% | Reduced |
| Allworth Financial LP | 73 | $27.5K | 0.00% | +33+82.5% | Added |
| Solstein Capital, LLC | 84 | $27.1K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 83 | $26.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 43 | $26.8K | 0.02% | +43 | New |
| Tradewinds Capital Management, LLC | 82 | $26.4K | 0.01% | +27+49.1% | Added |
| Barrett & Company, Inc. | 80 | $25.8K | 0.01% | +5+6.7% | Added |
| Clark Wealth Partners | 80 | $25.8K | 0.02% | +80 | New |
| Rise Advisors, LLC | 78 | $25.0K | 0.01% | −60−43.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 69 | $22.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 57 | $18.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $16.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 40 | $13.0K | 0.00% | −30−42.9% | Reduced |
| Park Square Financial Group, LLC | 40 | $12.9K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 30 | $12.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $11.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 37 | $11.0K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 33 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $10.0K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 30 | $9.67K | 0.00% | −55−64.7% | Reduced |
| Optiver Holding B.V. | 30 | $9.67K | 0.00% | +30 | New |
| Vermillion & White Wealth Management Group, LLC | 30 | $9.67K | 0.01% | +30 | New |
| Bell Investment Advisors, Inc | 29 | $9.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $9.04K | 0.00% | +4+16.7% | Added |
| Hemington Wealth Management | 28 | $9.00K | 0.00% | +2+7.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 27 | $8.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $8.38K | 0.00% | +12+85.7% | Added |
| American National Bank | 23 | $7.41K | 0.00% | +23 | New |
| Crewe Advisors LLC | 22 | $7.09K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 22 | $7.09K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $6.77K | 0.00% | −5−19.2% | Reduced |
| First Horizon Advisors, Inc. | 21 | $6.77K | 0.00% | +12+133.3% | Added |
| Manchester Capital Management LLC | 18 | $5.80K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 16 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $5.16K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 15 | $4.83K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 15 | $4.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $4.51K | 0.00% | +8+133.3% | Added |
| Colonial Trust Co | 12 | $3.87K | 0.00% | −74−86.0% | Reduced |
| Heritage Wealth Advisors | 12 | $3.73K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 11 | $3.58K | 0.00% | −778−98.6% | Reduced |
| NewSquare Capital LLC | 11 | $3.55K | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 11 | $3.49K | 0.00% | −40−78.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $3.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $3.22K | 0.00% | +1+11.1% | Added |