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 |
|---|---|---|---|---|---|
| Petra Financial Advisors Inc | 1,045 | $560.1K | 0.36% | +1,045 | New |
| Nomura Holdings Inc | 1,053 | $564.6K | 0.00% | +1,053 | New |
| Mount Lucas Management LP | 1,057 | $566.8K | 0.27% | −1,603−60.3% | Reduced |
| Winton Group Ltd | 1,057 | $566.8K | 0.03% | +1,057 | New |
| Maridea Wealth Management LLC | 1,067 | $572.1K | 0.15% | +1,067 | New |
| Sivia Capital Partners, LLC | 1,079 | $578.6K | 0.20% | +313+40.9% | Added |
| Everence Capital Management Inc | 1,080 | $579.0K | 0.04% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 827 | $580.6K | 0.28% | +49+6.3% | Added |
| Umb Bank N A | 1,092 | $585.5K | 0.01% | −4−0.4% | Reduced |
| Verdence Capital Advisors LLC | 1,114 | $597.5K | 0.04% | +52+4.9% | Added |
| CIBC Asset Management Inc | 1,118 | $599.5K | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,125 | $603.2K | 0.14% | +386+52.2% | Added |
| Proficio Capital Partners LLC | 1,127 | $604.3K | 0.04% | −71−5.9% | Reduced |
| Keebeck Wealth Management, LLC | 1,159 | $621.5K | 0.08% | +1,159 | New |
| National Bank of Canada | 1,189 | $637.1K | 0.00% | +386+48.1% | Added |
| Commerce Bank | 1,200 | $643.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,217 | $652.6K | 0.03% | +3+0.2% | Added |
| Farther Finance Advisors, LLC | 1,219 | $653.7K | 0.01% | +117+10.6% | Added |
| Diametric Capital, LP | 1,243 | $666.5K | 0.36% | +1,243 | New |
| Belpointe Asset Management LLC | 1,243 | $666.5K | 0.03% | +1,243 | New |
| Precision Wealth Strategies, LLC | 1,250 | $670.3K | 0.22% | +133+11.9% | Added |
| Shelton Capital Management | 1,258 | $674.6K | 0.02% | −16−1.3% | Reduced |
| BTC Capital Management, Inc. | 1,267 | $679.4K | 0.06% | −419−24.9% | Reduced |
| Blair William & Co | 1,300 | $696.8K | 0.00% | +1,300 | New |
| HighPoint Advisor Group LLC | 1,301 | $697.5K | 0.04% | +60+4.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $700.3K | 0.04% | +1,306 | New |
| Fortress Financial Solutions, LLC | 1,341 | $719.2K | 0.90% | −21−1.5% | Reduced |
| Pitcairn Co | 1,347 | $722.3K | 0.05% | −47−3.4% | Reduced |
| HMS Capital Management, LLC | 1,353 | $725.7K | 0.33% | −602−30.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,355 | $726.7K | 0.01% | +244+22.0% | Added |
| Retireful, LLC | 1,360 | $729.2K | 0.50% | +1,360 | New |
| Greenwood Capital Associates LLC | 1,377 | $738.4K | 0.09% | −488−26.2% | Reduced |
| Benjamin Edwards Inc | 1,390 | $745.5K | 0.01% | +108+8.4% | Added |
| Portside Wealth Group, LLC | 1,421 | $762.2K | 0.11% | +12+0.9% | Added |
| Resources Investment Advisors, LLC. | 1,423 | $763.0K | 0.01% | +121+9.3% | Added |
| BayBridge Capital Group, LLC | 1,425 | $764.3K | 0.49% | −5−0.3% | Reduced |
| Nebula Research & Development LLC | 1,434 | $768.9K | 0.07% | −1,867−56.6% | Reduced |
| TFR Capital, LLC. | 1,435 | $769.5K | 0.28% | +1,435 | New |
| Tower Research Capital LLC (TRC) | 1,436 | $770.0K | 0.02% | −1,024−41.6% | Reduced |
| Verus Capital Partners, LLC | 1,437 | $770.5K | 0.07% | +45+3.2% | Added |
| Nations Financial Group Inc, | 1,454 | $779.6K | 0.05% | +26+1.8% | Added |
| Flagship Harbor Advisors, LLC | 1,465 | $785.4K | 0.04% | +304+26.2% | Added |
| We Are One Seven, LLC | 1,472 | $789.3K | 0.03% | +484+49.0% | Added |
| Prelude Capital Management, LLC | 1,473 | $789.8K | 0.08% | +263+21.7% | Added |
| PFG Advisors | 1,498 | $803.5K | 0.04% | +830+124.3% | Added |
| Sanders Morris Harris LLC | 1,500 | $804.3K | 0.19% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,498 | $806.0K | 0.01% | +184+14.0% | Added |
| Quadrature Capital Ltd | 1,511 | $810.0K | 0.01% | −3,314−68.7% | Reduced |
| Shell Asset Management Co | 1,510 | $810.0K | 0.03% | −268−15.1% | Reduced |
| Vestcor Inc | 1,520 | $815.0K | 0.02% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,529 | $819.9K | 0.65% | +1,529 | New |
| Pensionmark Financial Group, LLC | 1,530 | $820.4K | 0.02% | −25−1.6% | Reduced |
| Geneva Partners, LLC | 1,550 | $831.1K | 0.33% | +1,550 | New |
| Apollon Wealth Management, LLC | 1,557 | $834.9K | 0.02% | +765+96.6% | Added |
| ProShare Advisors LLC | 1,559 | $836.0K | 0.00% | +47+3.1% | Added |
| Regions Financial Corp | 1,597 | $856.3K | 0.01% | −86−5.1% | Reduced |
| Omers Administration Corp | 1,600 | $857.9K | 0.01% | +1,600 | New |
| X-Square Capital, LLC | 1,600 | $858.0K | 0.31% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,609 | $862.8K | 0.19% | +1,609 | New |
| Ifrah Financial Services, Inc. | 1,629 | $873.4K | 0.24% | −182−10.0% | Reduced |
| Sowell Financial Services LLC | 1,630 | $874.1K | 0.04% | −218−11.8% | Reduced |
| Maryland State Retirement & Pension System | 1,643 | $881.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,652 | $885.8K | 0.01% | +229+16.1% | Added |
| Evoke Wealth, LLC | 1,657 | $888.5K | 0.02% | +636+62.3% | Added |
| Illumine Investment Management, LLC | 1,657 | $888.6K | 0.71% | +12+0.7% | Added |
| CI Private Wealth, LLC | 1,658 | $889.0K | 0.00% | +398+31.6% | Added |
| CWM Advisors, LLC | 1,665 | $892.8K | 0.10% | −495−22.9% | Reduced |
| Sequoia Financial Advisors, LLC | 1,691 | $906.8K | 0.01% | +260+18.2% | Added |
| Guggenheim Capital LLC | 1,730 | $927.6K | 0.01% | −145−7.7% | Reduced |
| Fifth Third Bancorp | 1,739 | $932.5K | 0.00% | +34+2.0% | Added |
| Strid Group, LLC | 1,771 | $949.6K | 0.13% | +925+109.3% | Added |
| Encompass More Asset Management | 1,772 | $950.2K | 0.22% | −328−15.6% | Reduced |
| Cynosure Management, LLC | 1,778 | $953.4K | 0.11% | −220−11.0% | Reduced |
| Sierra Summit Advisors LLC | 1,798 | $964.1K | 0.17% | −4−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,802 | $966.0K | 0.01% | −454−20.1% | Reduced |
| Kane Investment Management, Inc. | 1,805 | $967.9K | 0.51% | −408−18.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,827 | $979.7K | 0.01% | +270+17.3% | Added |
| Utah Retirement Systems | 1,839 | $986.1K | 0.01% | −61−3.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,864 | $999.5K | 0.11% | −617−24.9% | Reduced |
| Lecap Asset Management Ltd | 1,874 | $1.00M | 0.36% | +1,074+134.3% | Added |
| Aster Capital Management (DIFC) Ltd | 1,903 | $1.02M | 0.23% | +809+73.9% | Added |
| Cornerstone Investment Partners, LLC | 1,910 | $1.02M | 0.05% | −2−0.1% | Reduced |
| Alps Advisors Inc | 1,932 | $1.04M | 0.01% | +893+85.9% | Added |
| Venturi Wealth Management, LLC | 1,935 | $1.04M | 0.05% | −440−18.5% | Reduced |
| Coldstream Capital Management Inc | 1,945 | $1.04M | 0.02% | −13−0.7% | Reduced |
| Copeland Capital Management, LLC | 1,998 | $1.07M | 0.02% | +1,191+147.6% | Added |
| Moors & Cabot, Inc. | 2,003 | $1.07M | 0.05% | +344+20.7% | Added |
| Avantax Advisory Services, Inc. | 2,010 | $1.08M | 0.01% | +512+34.2% | Added |
| Monimus Capital Management, LP | 2,015 | $1.08M | 0.87% | −4,587−69.5% | Reduced |
| Daiwa Securities Group Inc. | 2,050 | $1.10M | 0.00% | −3,920−65.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,053 | $1.10M | 0.03% | +13+0.6% | Added |
| Mach-1 Financial Group, Inc. | 2,054 | $1.10M | 0.32% | −45−2.1% | Reduced |
| Mirabella Financial Services LLP | 2,060 | $1.10M | 0.12% | +2,060 | New |
| Norden Group LLC | 2,066 | $1.11M | 0.12% | −394−16.0% | Reduced |
| Integrated Quantitative Investments LLC | 2,084 | $1.12M | 0.33% | +2,084 | New |
| Centaurus Financial, Inc. | 2,105 | $1.13M | 0.07% | −33−1.5% | Reduced |
| Locust Wood Capital Advisers, LLC | 2,130 | $1.14M | 0.03% | 00.0% | Unchanged |
| Pier Capital, LLC | 2,132 | $1.14M | 0.17% | −56−2.6% | Reduced |
| L2 Asset Management, LLC | 2,134 | $1.14M | 0.19% | +299+16.3% | Added |
| Silver Oak Securities, Inc | 2,134 | $1.14M | 0.10% | −72−3.3% | Reduced |