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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
Cornerstone Planning Group LLC9$3.20K0.00%+7+350.0%Added
SJS Investment Consulting Inc.9$2.90K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$2.90K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.9$2.90K0.00%+9New
First Pacific Financial8$2.58K0.00%00.0%Unchanged
Continuum Advisory, LLC8$2.58K0.00%+1+14.3%Added
Global Financial Private Client, LLC8$2.58K0.00%+5+166.7%Added
Brown Brothers Harriman & Co6$1.93K0.00%−141−95.9%Reduced
Financial Network Wealth Advisors LLC6$1.93K0.00%00.0%Unchanged
Bare Financial Services, Inc6$1.93K0.00%+6New
Center for Financial Planning, Inc.5$1.61K0.00%00.0%Unchanged
Albion Financial Group4$1.29K0.00%00.0%Unchanged
WealthTrak Capital Management LLC4$1.29K0.00%+4New
Caitong International Asset Management Co., Ltd4$1.29K0.00%+1+33.3%Added
Cromwell Holdings LLC4$1.29K0.00%+4New
Winthrop Capital Management, LLC2$1.00K0.00%+2New
Bogart Wealth, LLC3$9670.00%−3−50.0%Reduced
HHM Wealth Advisors, LLC3$9670.00%00.0%Unchanged
South State Corp.3$9670.00%+3New
Hexagon Capital Partners LLC2$6450.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$6450.00%00.0%Unchanged
American Capital Advisory, LLC2$6450.00%+2New
Principia Wealth Advisory, LLC1$3570.00%00.0%Unchanged
Hughes Financial Services, LLC1$3300.00%+1New
Pineridge Advisors LLC1$3230.00%−13−92.9%Reduced
MV Capital Management, Inc.1$3230.00%+1New
HFM Investment Advisors, LLC1$3230.00%+1New
Creative Financial Designs Inc1$3220.00%+1New
Bay Harbor Wealth Management, LLC1$3220.00%+1New
Kiker Wealth Management, LLC0$100.00%−2,783−100.0%Reduced
Ogorek Anthony Joseph1$00.00%+1New
Avion Wealth2$00.00%+2New
Proequities, Inc.0$00.00%−294−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−363,947−100.0%Sold out
Bain Capital Public Equity Management II, LLC0$00.00%−205,723−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−159,010−100.0%Sold out
Natixis0$00.00%−41,371−100.0%Sold out
Soros Capital Management LLC0$00.00%−39,135−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−30,006−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−19,625−100.0%Sold out
Walleye Capital LLC0$00.00%−16,537−100.0%Sold out
Thames Capital Management LLC0$00.00%−16,155−100.0%Sold out
EAM Global Investors LLC0$00.00%−12,773−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−12,340−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−11,914−100.0%Sold out
Bain Capital Public Equity, LP0$00.00%−11,761−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−10,118−100.0%Sold out
David J Yvars Group0$00.00%−10,107−100.0%Sold out
Monument Capital Management0$00.00%−9,753−100.0%Sold out
Quantbot Technologies LP0$00.00%−8,323−100.0%Sold out
Regents Gate Capital LLP0$00.00%−7,193−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−6,831−100.0%Sold out
BNP Paribas0$00.00%−5,157−100.0%Sold out
Consolidated Portfolio Review Corp0$00.00%−4,986−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,708−100.0%Sold out
Divisar Capital Management LLC0$00.00%−4,159−100.0%Sold out
Savant Capital, LLC0$00.00%−4,101−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−4,086−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−4,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,995−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−3,898−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−3,199−100.0%Sold out
Legato Capital Management LLC0$00.00%−3,130−100.0%Sold out
Gallo Partners, LP0$00.00%−3,095−100.0%Sold out
Inceptionr LLC0$00.00%−2,417−100.0%Sold out
Private Advisory Group LLC0$00.00%−2,294−100.0%Sold out
Quantessence Capital LLC0$00.00%−1,849−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,840−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−1,756−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−1,659−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−1,472−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,602−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−1,430−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−1,271−100.0%Sold out
First Hawaiian Bank0$00.00%−1,225−100.0%Sold out
Diametric Capital, LP0$00.00%−1,206−100.0%Sold out
BOCHK Asset Management Ltd0$00.00%−1,200−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−1,164−100.0%Sold out
Scotia Capital Inc.0$00.00%−1,052−100.0%Sold out
Ibex Wealth Advisors0$00.00%−1,044−100.0%Sold out
Deltec Asset Management LLC0$00.00%−1,000−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−990−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−968−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−953−100.0%Sold out
Anb Bank0$00.00%−950−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−928−100.0%Sold out
Armis Advisers, LLC0$00.00%−898−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−876−100.0%Sold out
Royce & Associates LP0$00.00%−845−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−840−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−810−100.0%Sold out
Maven Securities LTD0$00.00%−800−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−790−100.0%Sold out
Highland Capital Management, LLC0$00.00%−757−100.0%Sold out
Northstar Advisory Group, LLC0$00.00%−693−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−688−100.0%Sold out
Shay Capital LLC0$00.00%−658−100.0%Sold out
Castleark Management LLC0$00.00%−650−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−627−100.0%Sold out
Abel Hall, LLC0$00.00%−619−100.0%Sold out