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Livermore
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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, Q2 2025

Institutional positions in Comfort Systems USA Inc as of Jun 30, 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
755
+130 vs. Q1 2025
Shares held
33.8M
+59.9K (+0.2%) vs. Q1 2025
Total value
$18.1B
+$7.26B (+66.7%) vs. Q1 2025
New holders
178
267 more added
Sold out
48
231 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 755 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 heldQ2 2025: $18.1B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2025.

Institutions holding FIX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%00.0%Unchanged
Kiker Wealth Management, LLC0$40.00%0Unchanged
Dunhill Financial, LLC1$4370.00%+1New
Principia Wealth Advisory, LLC1$5360.00%00.0%Unchanged
SWAN Capital LLC1$5360.00%+1New
American Capital Advisory, LLC1$5370.00%−1−50.0%Reduced
MV Capital Management, Inc.1$5370.00%00.0%Unchanged
Raleigh Capital Management Inc.1$5370.00%+1New
Trifecta Capital Advisors, LLC1$5370.00%+1New
Pineridge Advisors LLC1$5380.00%00.0%Unchanged
PEAK6 LLC1$5710.00%−8,610−100.0%Reduced
Winthrop Capital Management, LLC2$1.00K0.00%00.0%Unchanged
Avion Wealth3$1.00K0.00%+1+50.0%Added
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
Proathlete Wealth Management LLC2$1.07K0.00%+2New
South State Corp.2$1.07K0.00%−1−33.3%Reduced
Quaker Wealth Management, LLC2$1.07K0.00%+2New
Stephens Consulting, LLC2$1.07K0.00%+2New
Annis Gardner Whiting Capital Advisors, LLC2$1.07K0.00%+2New
Rialto Wealth Management, LLC2$1.07K0.00%+2New
Bay Harbor Wealth Management, LLC3$1.61K0.00%+2+200.0%Added
HHM Wealth Advisors, LLC3$1.61K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1.61K0.00%+1+50.0%Added
HFM Investment Advisors, LLC3$1.61K0.00%+2+200.0%Added
Tortoise Investment Management, LLC3$1.61K0.00%+3New
Geneos Wealth Management Inc.3$1.61K0.00%+3New
Kilter Group LLC3$1.61K0.00%+3New
Picton Mahoney Asset Management3$2.00K0.00%−3,889−99.9%Reduced
Albion Financial Group4$2.15K0.00%00.0%Unchanged
Cromwell Holdings LLC4$2.15K0.00%00.0%Unchanged
Webster Bank, N. A.4$2.15K0.00%+4New
Arlington Trust Co LLC4$2.15K0.00%+4New
SJS Investment Consulting Inc.5$2.68K0.00%−4−44.4%Reduced
Center for Financial Planning, Inc.5$2.68K0.00%00.0%Unchanged
WealthTrak Capital Management LLC5$2.68K0.00%+1+25.0%Added
Prestige Wealth Management Group LLC5$2.68K0.00%+5New
Hughes Financial Services, LLC4$2.76K0.00%+3+300.0%Added
Financial Network Wealth Advisors LLC6$3.22K0.00%00.0%Unchanged
Bogart Wealth, LLC6$3.22K0.00%+3+100.0%Added
UMA Financial Services, Inc.7$3.75K0.00%+7New
Bare Financial Services, Inc8$4.29K0.00%+2+33.3%Added
Activest Wealth Management8$4.29K0.00%+8New
Pittenger & Anderson Inc8$4.29K0.00%+8New
CoreCap Advisors, LLC9$4.83K0.00%−1−10.0%Reduced
MJT & Associates Financial Advisory Group, Inc.9$4.83K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC9$4.83K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd9$4.83K0.00%+5+125.0%Added
DiNuzzo Private Wealth, Inc.10$5.36K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc10$5.36K0.00%+10New
Riggs Asset Managment Co. Inc.11$5.82K0.00%00.0%Unchanged
Ancora Advisors, LLC11$5.90K0.00%+11New
High Note Wealth, LLC11$5.90K0.00%+11New
Atlantic Trust, LLC11$5.90K0.00%+11New
Heritage Wealth Advisors12$6.21K0.00%00.0%Unchanged
Cornerstone Planning Group LLC9$6.23K0.00%00.0%Unchanged
Colonial Trust Co12$6.43K0.00%00.0%Unchanged
Rakuten Securities, Inc.14$7.51K0.00%−146−91.3%Reduced
Ameriflex Group, Inc.15$7.74K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$8.58K0.00%+10+166.7%Added
Fortitude Family Office, LLC16$8.58K0.00%+16New
Avalon Trust Co16$8.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC16$8.58K0.00%00.0%Unchanged
Manchester Capital Management LLC18$9.65K0.00%00.0%Unchanged
NewSquare Capital LLC19$10.2K0.00%+8+72.7%Added
First Horizon Advisors, Inc.21$11.3K0.00%00.0%Unchanged
Crewe Advisors LLC22$11.8K0.00%00.0%Unchanged
Ridgewood Investments LLC22$11.8K0.01%00.0%Unchanged
American National Bank23$12.3K0.00%00.0%Unchanged
Larson Financial Group LLC26$13.9K0.00%−9−25.7%Reduced
Foster Dykema Cabot & Partners, LLC27$14.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc29$15.6K0.00%+3+11.5%Added
Darwin Advisors, LLC30$16.1K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC30$16.1K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC30$16.1K0.01%00.0%Unchanged
Bell Investment Advisors, Inc30$16.1K0.00%+1+3.4%Added
Leonteq Securities AG32$17.2K0.00%−214−87.0%Reduced
St Germain D J Co Inc33$17.7K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC25$18.0K0.01%+25New
JFS Wealth Advisors, LLC34$18.2K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division35$18.8K0.00%+35New
NBC Securities, Inc.37$19.0K0.00%00.0%Unchanged
Park Square Financial Group, LLC40$21.4K0.02%00.0%Unchanged
Hemington Wealth Management45$24.0K0.00%+17+60.7%Added
CarsonAllaria Wealth Management, Ltd.50$26.8K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC51$27.3K0.00%+51New
Sterling Capital Management LLC53$28.4K0.00%−66−55.5%Reduced
SRS Capital Advisors, Inc.44$29.5K0.00%+30+214.3%Added
Sound Income Strategies, LLC57$30.6K0.00%00.0%Unchanged
Anchor Investment Management, LLC59$31.6K0.00%−35−37.2%Reduced
Whittier Trust Co of Nevada Inc62$33.2K0.00%−43−41.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$37.0K0.00%00.0%Unchanged
Optiver Holding B.V.72$38.6K0.00%+42+140.0%Added
Barrett & Company, Inc.80$42.9K0.02%00.0%Unchanged
Clark Wealth Partners80$42.9K0.03%00.0%Unchanged
Rise Advisors, LLC82$43.8K0.02%+4+5.1%Added
Private Trust Co NA82$44.0K0.00%−21−20.4%Reduced
Nomura Asset Management Co Ltd83$44.5K0.00%00.0%Unchanged
Solstein Capital, LLC84$45.0K0.02%00.0%Unchanged
Stone House Investment Management, LLC96$51.5K0.01%00.0%Unchanged
Byrne Asset Management LLC100$53.6K0.04%00.0%Unchanged