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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
Versant Capital Management, Inc104$55.8K0.01%+4+4.0%Added
V-Square Quantitative Management LLC108$57.9K0.01%−60−35.7%Reduced
Headlands Technologies LLC111$59.5K0.01%−3,434−96.9%Reduced
Tradewinds Capital Management, LLC113$60.6K0.02%+31+37.8%Added
Rothschild Investment LLC115$61.7K0.00%−5−4.2%Reduced
Cullen/Frost Bankers, Inc.115$61.7K0.00%+87+310.7%Added
Smartleaf Asset Management LLC119$63.7K0.01%+6+5.3%Added
Maseco LLP119$64.0K0.00%+119New
Mount Yale Investment Advisors, LLC128$68.6K0.01%+128New
Global Retirement Partners, LLC139$74.4K0.00%+139New
Capco Asset Management, LLC145$77.8K0.02%+145New
Mirae Asset Global Investments Co., Ltd.173$92.8K0.00%+173New
MAI Capital Management185$99.3K0.00%+145+362.5%Added
Gitterman Wealth Management, LLC194$104.1K0.02%+194New
Transce3nd, LLC192$104.2K0.04%+22+12.9%Added
Massmutual Trust Co FSB199$106.7K0.00%+22+12.4%Added
Parkside Financial Bank & Trust202$108.3K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.208$111.5K0.10%−143−40.7%Reduced
Huntington National Bank211$113.1K0.00%−60−22.1%Reduced
Harbour Investments, Inc.227$121.5K0.00%+1+0.4%Added
Coston, McIsaac & Partners232$124.0K0.03%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.246$132.0K0.02%+50+25.5%Added
Mirae Asset Global ETFs Holdings Ltd.264$141.6K0.00%+264New
Hantz Financial Services, Inc.266$143.0K0.00%+236+786.7%Added
Archer Investment Corp270$144.8K0.03%+20+8.0%Added
Princeton Global Asset Management LLC275$147.5K0.03%+275New
Employees Retirement System of Texas293$157.0K0.00%+293New
Quarry LP314$168.4K0.04%−202−39.1%Reduced
AdvisorNet Financial, Inc341$182.8K0.01%00.0%Unchanged
Globeflex Capital L P347$186.1K0.02%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.361$194.0K0.00%+361New
Erste Asset Management GmbH372$199.0K0.00%+372New
SBI Securities Co., Ltd.372$199.5K0.01%−71−16.0%Reduced
Cooper Financial Group374$200.5K0.02%+374New
First Washington CORP376$201.6K0.06%+376New
Private Client Services, LLC377$202.2K0.08%−1,515−80.1%Reduced
OP Asset Management Ltd381$204.3K0.00%−1,237−76.5%Reduced
GK Wealth Management LLC384$206.1K0.20%+384New
True Wealth Design, LLC385$206.4K0.07%+112+41.0%Added
Bellecapital International Ltd.387$207.5K0.04%+387New
Old National Bancorp388$208.0K0.00%+388New
Farringdon Capital, Ltd.388$208.0K0.07%+388New
American Trust390$209.1K0.02%+390New
Equitable Holdings, Inc.399$213.9K0.00%+399New
Fiduciary Planning LLC400$214.5K0.07%+400New
Full Sail Capital, LLC402$215.6K0.01%+402New
Oppenheimer & Co Inc403$216.1K0.00%+403New
Gen-Wealth Partners Inc406$217.7K0.08%00.0%Unchanged
Walker Asset Management, LLC410$219.7K0.13%+410New
VisionPoint Advisory Group, LLC412$220.9K0.05%+412New
Fi3 FINANCIAL ADVISORS, LLC412$220.9K0.08%+412New
Greenleaf Trust422$226.3K0.00%+422New
Financial Engines Advisors L.L.C.425$228.0K0.00%+425New
Canandaigua National Bank & Trust Co429$230.0K0.02%+429New
Morris Financial Concepts, Inc.430$230.6K0.09%+430New
Mayflower Financial Advisors, LLC434$232.7K0.03%+434New
Claret Asset Management Corp434$233.0K0.03%+434New
Kera Capital Partners, Inc.440$235.9K0.05%+440New
Fidelis Capital Partners, LLC345$238.2K0.02%+345New
Retirement Guys Formula LLC449$240.5K0.09%+449New
Magnolia Wealth Management, LLC450$241.3K0.16%+450New
QRG Capital Management, Inc.460$246.7K0.00%+460New
Jefferies Financial Group Inc.462$247.7K0.00%+462New
D'Orazio & Associates, Inc.464$248.7K0.04%+464New
Quantum Financial Advisors, LLC466$249.8K0.03%+466New
Savant Capital, LLC468$250.9K0.00%+468New
Meeder Advisory Services, Inc.468$251.0K0.01%+468New
IFP Advisors, Inc475$254.9K0.01%+38+8.7%Added
Wedmont Private Capital479$256.3K0.01%+479New
Sagespring Wealth Partners, LLC481$257.8K0.01%+481New
Abel Hall, LLC493$264.6K0.12%+493New
Westover Capital Advisors, LLC494$264.9K0.05%+494New
Davenport & Co LLC496$266.0K0.00%+496New
Signaturefd, LLC499$267.6K0.00%+93+22.9%Added
Leeward Financial Partners, LLC501$268.6K0.09%+501New
Personal Cfo Solutions, LLC504$270.2K0.05%+504New
Prime Capital Investment Advisors, LLC504$270.3K0.00%+504New
R Squared Ltd506$271.3K0.15%−274−35.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.510$273.5K0.00%−2,046−80.0%Reduced
Sigma Planning Corp510$273.5K0.01%+510New
Cresset Asset Management, LLC513$275.1K0.00%−759−59.7%Reduced
Envestnet Portfolio Solutions, Inc.524$281.1K0.00%−300−36.4%Reduced
Mindset Wealth Management, LLC525$281.5K0.09%+525New
Vident Advisory, LLC525$281.5K0.00%+525New
United Capital Financial Advisers, LLC529$283.7K0.00%+529New
Bridgefront Capital, LLC530$284.2K0.08%−825−60.9%Reduced
Transcend Wealth Collective, LLC530$284.2K0.02%+530New
Covestor Ltd532$285.0K0.17%+18+3.5%Added
Glenview Trust Co533$285.8K0.00%+533New
Parallel Advisors, LLC535$287.0K0.01%+85+18.9%Added
Inceptionr LLC538$288.5K0.07%+538New
Readystate Asset Management LP542$290.6K0.01%+542New
Maple Capital Management, Inc.546$292.5K0.02%+546New
Parcion Private Wealth LLC546$292.8K0.02%+546New
Gsa Capital Partners LLP549$294.0K0.02%−4,809−89.8%Reduced
Net Worth Advisory Group557$298.9K0.07%+557New
Inscription Capital, LLC560$300.2K0.04%+560New
NorthRock Partners, LLC565$303.0K0.01%+565New
Sawgrass Asset Management LLC569$305.1K0.03%+569New
Lombard Odier Asset Management (USA) Corp573$307.2K0.08%+573New