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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 575 | $308.3K | 0.01% | −241−29.5% | Reduced |
| MQS Management LLC | 577 | $309.4K | 0.17% | −345−37.4% | Reduced |
| EP Wealth Advisors, LLC | 579 | $310.5K | 0.00% | +579 | New |
| Waddell & Associates, LLC | 585 | $313.7K | 0.03% | +585 | New |
| Simplex Trading, LLC | 586 | $314.0K | 0.01% | −1,281−68.6% | Reduced |
| Balboa Wealth Partners | 588 | $315.3K | 0.06% | +588 | New |
| Connecticut Wealth Management, LLC | 590 | $316.4K | 0.02% | +590 | New |
| OmniStar Financial Group, Inc. | 597 | $320.2K | 0.24% | +597 | New |
| Harvest Investment Services, LLC | 597 | $320.3K | 0.07% | +597 | New |
| AXS Investments LLC | 600 | $321.7K | 0.13% | +600 | New |
| Assetmark, Inc | 600 | $321.8K | 0.00% | +291+94.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 607 | $325.5K | 0.09% | +607 | New |
| Spire Wealth Management | 612 | $328.1K | 0.01% | −393−39.1% | Reduced |
| Rafferty Asset Management, LLC | 614 | $329.2K | 0.00% | +614 | New |
| Johnson Financial Group, Inc. | 614 | $329.2K | 0.01% | +524+582.2% | Added |
| Advisor OS, LLC | 614 | $329.3K | 0.03% | +614 | New |
| DRW Securities, LLC | 623 | $334.1K | 0.02% | +623 | New |
| LVW Advisors, LLC | 637 | $341.6K | 0.04% | +637 | New |
| City Center Advisors, LLC | 637 | $341.6K | 0.37% | −12−1.8% | Reduced |
| Dakota Wealth Management | 646 | $346.4K | 0.01% | +12+1.9% | Added |
| Chicago Partners Investment Group LLC | 639 | $350.1K | 0.01% | +148+30.1% | Added |
| Optimize Financial Inc | 657 | $352.3K | 0.22% | −4−0.6% | Reduced |
| waypoint wealth counsel | 660 | $353.9K | 0.18% | +660 | New |
| Roman Butler Fullerton & Co | 521 | $358.6K | 0.11% | +521 | New |
| Acadian Asset Management LLC | 671 | $359.0K | 0.00% | +502+297.0% | Added |
| Gateway Wealth Partners, LLC | 673 | $360.9K | 0.07% | +673 | New |
| Dynamic Technology Lab Private Ltd | 674 | $361.0K | 0.05% | −5,316−88.7% | Reduced |
| Arcus Capital Partners, LLC | 680 | $364.7K | 0.16% | −35−4.9% | Reduced |
| Vinva Investment Management Ltd | 448 | $367.2K | 0.01% | +448 | New |
| Atomi Financial Group, Inc. | 690 | $369.8K | 0.01% | +690 | New |
| Skopos Labs, Inc. | 691 | $370.0K | 0.05% | +576+500.9% | Added |
| TownSquare Capital, LLC | 699 | $374.8K | 0.04% | −15,997−95.8% | Reduced |
| Naviter Wealth, LLC | 700 | $375.3K | 0.05% | 00.0% | Unchanged |
| VGI Partners Ltd | 700 | $375.3K | 0.03% | +700 | New |
| Altshuler Shaham Ltd | 706 | $378.6K | 0.01% | +136+23.9% | Added |
| Sunbelt Securities, Inc. | 895 | $379.5K | 0.03% | −491−35.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 710 | $380.7K | 0.03% | −88−11.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 719 | $385.6K | 0.02% | +1+0.1% | Added |
| Intrust Bank NA | 744 | $398.9K | 0.04% | −421−36.1% | Reduced |
| Wellington Shields & Co., LLC | 748 | $401.1K | 0.11% | −158−17.4% | Reduced |
| Cambria Investment Management, L.P. | 759 | $407.0K | 0.03% | +19+2.6% | Added |
| Capital Performance Advisors LLP | 766 | $410.7K | 0.08% | +766 | New |
| F/M Investments LLC | 779 | $417.7K | 0.02% | −796−50.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 783 | $420.1K | 0.00% | +13+1.7% | Added |
| Ronald Blue Trust, Inc. | 784 | $420.4K | 0.00% | −127−13.9% | Reduced |
| Counterpoint Mutual Funds LLC | 788 | $422.5K | 0.04% | +788 | New |
| Gallacher Capital Management LLC | 790 | $423.3K | 0.20% | −348−30.6% | Reduced |
| IHT Wealth Management, LLC | 795 | $426.2K | 0.01% | +13+1.7% | Added |
| Polymer Capital Management (US) LLC | 795 | $426.3K | 0.07% | +795 | New |
| Edmond de Rothschild Holding S.A. | 800 | $429.0K | 0.01% | −200−20.0% | Reduced |
| Impact Partnership Wealth, LLC | 802 | $430.0K | 0.08% | −14−1.7% | Reduced |
| Fiduciary Trust Co | 804 | $431.1K | 0.01% | +8+1.0% | Added |
| Profund Advisors LLC | 814 | $436.5K | 0.02% | −54−6.2% | Reduced |
| Quantitative Investment Management, LLC | 817 | $438.0K | 0.06% | −6,040−88.1% | Reduced |
| Ethic Inc. | 825 | $441.4K | 0.01% | −1,699−67.3% | Reduced |
| Holderness Investments Co | 826 | $442.9K | 0.10% | +826 | New |
| Forum Financial Management, LP | 835 | $447.7K | 0.01% | +2+0.2% | Added |
| Harvest Fund Management Co., Ltd | 836 | $448.0K | 0.02% | +836 | New |
| Jones Financial Companies LLLP | 845 | $451.8K | 0.00% | +510+152.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 844 | $452.6K | 0.02% | −6−0.7% | Reduced |
| AE Wealth Management LLC | 845 | $453.2K | 0.00% | −190−18.4% | Reduced |
| Catalyst Capital Advisors LLC | 850 | $455.8K | 0.01% | −70−7.6% | Reduced |
| Keebeck Alpha, LP | 851 | $456.3K | 0.75% | +851 | New |
| LGT Group Foundation | 854 | $457.9K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 858 | $460.1K | 0.05% | +197+29.8% | Added |
| SkyOak Wealth, LLC | 861 | $461.7K | 0.09% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 866 | $464.4K | 0.03% | +866 | New |
| Boston Trust Walden Corp | 875 | $469.2K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 879 | $471.3K | 0.01% | +879 | New |
| CenterBook Partners LP | 882 | $472.9K | 0.03% | −3,007−77.3% | Reduced |
| Syon Capital LLC | 882 | $472.9K | 0.03% | −34−3.7% | Reduced |
| Mezzasalma Advisors, LLC | 884 | $474.0K | 0.14% | +168+23.5% | Added |
| HB Wealth Management, LLC | 886 | $475.1K | 0.00% | −603−40.5% | Reduced |
| State of Wyoming | 893 | $478.8K | 0.06% | +195+27.9% | Added |
| Knollwood Investment Advisory, LLC | 900 | $482.6K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 900 | $482.6K | 0.04% | +900 | New |
| Creative Financial Designs Inc | 905 | $485.4K | 0.03% | +904+90,400.0% | Added |
| Eqis Capital Management, Inc. | 906 | $486.0K | 0.04% | −383−29.7% | Reduced |
| Swiss Life Asset Management Ltd | 917 | $491.7K | 0.00% | +917 | New |
| EverSource Wealth Advisors, LLC | 921 | $493.9K | 0.02% | +820+811.9% | Added |
| Principal Securities, Inc. | 931 | $499.2K | 0.01% | −63−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 937 | $502.4K | 0.04% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 938 | $503.0K | 0.40% | +938 | New |
| National Asset Management, Inc. | 942 | $505.3K | 0.02% | +942 | New |
| Lisanti Capital Growth, LLC | 945 | $506.7K | 0.14% | +945 | New |
| TD Private Client Wealth LLC | 950 | $509.4K | 0.01% | −286−23.1% | Reduced |
| Katamaran Capital LLP | 951 | $509.9K | 0.50% | +951 | New |
| Aviva PLC | 966 | $518.0K | 0.00% | −795−45.1% | Reduced |
| Kaufman Rossin Wealth, LLC | 971 | $520.7K | 0.33% | +109+12.6% | Added |
| KBC Group NV | 975 | $523.0K | 0.00% | −568−36.8% | Reduced |
| Journey Strategic Wealth LLC | 978 | $524.4K | 0.02% | +274+38.9% | Added |
| NorthCrest Asset Manangement, LLC | 979 | $529.6K | 0.01% | +41+4.4% | Added |
| AdvisorShares Investments LLC | 989 | $530.3K | 0.10% | −141−12.5% | Reduced |
| Cannon Global Investment Management, LLC | 1,000 | $536.2K | 1.46% | +1,000 | New |
| Dark Forest Capital Management LP | 1,004 | $538.4K | 0.02% | −7,542−88.3% | Reduced |
| Trust Point Inc. | 1,006 | $539.4K | 0.05% | −167−14.2% | Reduced |
| GAMMA Investing LLC | 1,008 | $540.5K | 0.03% | +219+27.8% | Added |
| Polymer Capital Management (HK) LTD | 1,014 | $543.7K | 0.09% | +1,014 | New |
| Gibbs Wealth Management | 1,024 | $549.1K | 0.11% | +205+25.0% | Added |
| Clearstead Advisors, LLC | 1,041 | $558.2K | 0.01% | +855+459.7% | Added |