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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 2,223 | $1.19M | 0.02% | −25,868−92.1% | Reduced |
| Cypress Advisory Group LLC | 2,240 | $1.20M | 0.93% | +1,190+113.3% | Added |
| Callan Family Office, LLC | 2,264 | $1.21M | 0.04% | +1,522+205.1% | Added |
| Strategic Wealth Partners, Ltd. | 2,321 | $1.24M | 0.10% | +2,321 | New |
| Evergreen Capital Management LLC | 2,346 | $1.26M | 0.04% | +177+8.2% | Added |
| Wolverine Trading, LLC | 2,375 | $1.27M | 0.03% | −1,580−39.9% | Reduced |
| Change Path, LLC | 2,389 | $1.28M | 0.03% | +96+4.2% | Added |
| North Star Investment Management Corp. | 2,400 | $1.29M | 0.09% | −500−17.2% | Reduced |
| Azzad Asset Management Inc | 2,425 | $1.30M | 0.14% | +6+0.2% | Added |
| Applied Capital LLC | 2,431 | $1.30M | 0.97% | +2,431 | New |
| Laurus Investment Counsel Inc. | 2,440 | $1.31M | 0.85% | −1,320−35.1% | Reduced |
| Saturna Capital CORP | 2,451 | $1.31M | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,454 | $1.32M | 0.04% | +2,454 | New |
| Federation des caisses Desjardins du Quebec | 2,468 | $1.33M | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,499 | $1.34M | 0.01% | +516+26.0% | Added |
| Skye Global Management LP | 2,520 | $1.35M | 0.03% | −2,520−50.0% | Reduced |
| Diversify Advisory Services, LLC | 1,888 | $1.36M | 0.05% | +354+23.1% | Added |
| Jennison Associates LLC | 2,535 | $1.36M | 0.00% | −140,224−98.2% | Reduced |
| STRS Ohio | 2,602 | $1.40M | 0.01% | +66+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,616 | $1.40M | 0.05% | +3+0.1% | Added |
| Securian Asset Management, Inc | 2,682 | $1.44M | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 2,699 | $1.45M | 0.01% | +1,520+128.9% | Added |
| Level Four Advisory Services, LLC | 2,754 | $1.48M | 0.05% | −2,886−51.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,758 | $1.48M | 0.06% | +610+28.4% | Added |
| Hilltop Holdings Inc. | 2,759 | $1.48M | 0.09% | +2,061+295.3% | Added |
| Hancock Whitney Corp | 2,790 | $1.50M | 0.03% | +2,790 | New |
| Blackhawk Capital Partners LLC. | 2,797 | $1.50M | 0.69% | +394+16.4% | Added |
| GWM Advisors LLC | 2,802 | $1.50M | 0.01% | −610−17.9% | Reduced |
| Virtus ETF Advisers LLC | 2,814 | $1.51M | 0.92% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,841 | $1.52M | 0.01% | −3,784−57.1% | Reduced |
| Essential Partners LLC | 2,930 | $1.57M | 0.63% | +2,930 | New |
| Optimum Investment Advisors | 2,988 | $1.60M | 0.70% | +25+0.8% | Added |
| Moody National Bank Trust Division | 2,996 | $1.61M | 0.15% | +250+9.1% | Added |
| Thompson Davis & Co., Inc. | 3,025 | $1.62M | 1.11% | +1,351+80.7% | Added |
| Johnson Investment Counsel Inc | 3,043 | $1.63M | 0.01% | −1,449−32.3% | Reduced |
| XTX Topco Ltd | 3,048 | $1.63M | 0.07% | +1,499+96.8% | Added |
| Catalyst Funds Management Pty Ltd | 3,100 | $1.66M | 0.46% | −2,625−45.9% | Reduced |
| Pacer Advisors, Inc. | 3,113 | $1.67M | 0.00% | −237−7.1% | Reduced |
| Atria Investments LLC | 3,118 | $1.67M | 0.02% | +226+7.8% | Added |
| Mercer Global Advisors Inc | 3,179 | $1.70M | 0.00% | +1,629+105.1% | Added |
| Crossmark Global Holdings, Inc. | 3,185 | $1.71M | 0.03% | +176+5.8% | Added |
| Quest Partners LLC | 3,237 | $1.74M | 0.17% | +1,885+139.4% | Added |
| Steel Peak Wealth Management LLC | 3,275 | $1.76M | 0.07% | +775+31.0% | Added |
| Bosman Wealth Management, LLC | 3,342 | $1.79M | 1.59% | −5,867−63.7% | Reduced |
| Walleye Trading LLC | 3,378 | $1.81M | 0.04% | +3,378 | New |
| Yorktown Management & Research Co Inc | 3,500 | $1.88M | 1.79% | −400−10.3% | Reduced |
| Buckingham Strategic Partners | 3,557 | $1.91M | 0.03% | +1,898+114.4% | Added |
| Colony Group, LLC | 3,589 | $1.92M | 0.00% | +1,289+56.0% | Added |
| Integrated Wealth Concepts LLC | 3,634 | $1.95M | 0.02% | +1,851+103.8% | Added |
| Jackson Creek Investment Advisors LLC | 3,638 | $1.95M | 0.53% | −676−15.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,643 | $1.95M | 0.48% | +2+0.1% | Added |
| New York Life Investment Management LLC | 3,679 | $1.97M | 0.02% | −89−2.4% | Reduced |
| Walleye Capital LLC | 3,697 | $1.98M | 0.02% | +3,697 | New |
| Quadrant Capital Group LLC | 3,759 | $2.02M | 0.07% | +125+3.4% | Added |
| US Bancorp | 3,808 | $2.04M | 0.00% | −76−2.0% | Reduced |
| Lifestyle Asset Management, Inc. | 3,876 | $2.08M | 0.97% | +2,940+314.1% | Added |
| State of Alaska, Department of Revenue | 3,950 | $2.12M | 0.02% | −210−5.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,960 | $2.12M | 0.01% | +1,300+48.9% | Added |
| Hunter Associates Investment Management LLC | 4,007 | $2.15M | 0.32% | −3,049−43.2% | Reduced |
| Capital Insight Partners, LLC | 4,012 | $2.15M | 0.37% | +4,012 | New |
| Oppenheimer Asset Management Inc. | 4,049 | $2.17M | 0.02% | +61+1.5% | Added |
| Advisory Services Network, LLC | 3,162 | $2.22M | 0.04% | +1,161+58.0% | Added |
| JustInvest LLC | 4,151 | $2.23M | 0.03% | +665+19.1% | Added |
| Vontobel Holding Ltd. | 4,174 | $2.24M | 0.01% | +4,174 | New |
| Quantinno Capital Management LP | 4,240 | $2.27M | 0.01% | +655+18.3% | Added |
| Merit Financial Group, LLC | 4,343 | $2.33M | 0.03% | +1,701+64.4% | Added |
| Commonwealth Equity Services, LLC | 4,344 | $2.33M | 0.00% | +433+11.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,391 | $2.35M | 0.02% | −30−0.7% | Reduced |
| Ritholtz Wealth Management | 4,470 | $2.40M | 0.05% | +40+0.9% | Added |
| Kestra Advisory Services, LLC | 4,479 | $2.40M | 0.01% | +581+14.9% | Added |
| Penserra Capital Management LLC | 4,582 | $2.46M | 0.03% | +4,582 | New |
| Meeder Asset Management Inc | 4,659 | $2.50M | 0.15% | +4,638+22,085.7% | Added |
| Verition Fund Management LLC | 4,685 | $2.51M | 0.01% | −2,817−37.5% | Reduced |
| WBI Investments | 4,702 | $2.52M | 0.65% | +4,074+648.7% | Added |
| Allworth Financial LP | 4,823 | $2.59M | 0.01% | +4,750+6,506.8% | Added |
| ExodusPoint Capital Management, LP | 4,829 | $2.59M | 0.03% | +2,220+85.1% | Added |
| M&T Bank Corp | 4,831 | $2.59M | 0.01% | −235−4.6% | Reduced |
| Shaker Investments LLC | 4,964 | $2.66M | 1.09% | −1,106−18.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,017 | $2.69M | 0.34% | +809+19.2% | Added |
| Advisors Asset Management, Inc. | 5,155 | $2.76M | 0.05% | +1,552+43.1% | Added |
| Private Advisor Group, LLC | 5,183 | $2.78M | 0.01% | +4,317+498.5% | Added |
| Pictet Asset Management Holding SA | 5,241 | $2.81M | 0.00% | −195−3.6% | Reduced |
| Huntleigh Advisors, Inc. | 5,431 | $2.91M | 0.56% | +5,431 | New |
| Captrust Financial Advisors | 5,436 | $2.92M | 0.01% | +2,242+70.2% | Added |
| Diversified Trust Co | 5,485 | $2.94M | 0.07% | −26−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 5,565 | $2.98M | 0.04% | +3,567+178.5% | Added |
| Night Squared LP | 5,598 | $3.00M | 1.34% | +5,598 | New |
| Canada Pension Plan Investment Board | 5,600 | $3.00M | 0.00% | −26,200−82.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,644 | $3.03M | 0.00% | +112+2.0% | Added |
| Fiera Capital Corp | 5,669 | $3.04M | 0.01% | −56−1.0% | Reduced |
| Venture Visionary Partners LLC | 5,745 | $3.08M | 0.12% | +5,745 | New |
| Graham Capital Management, L.P. | 5,791 | $3.11M | 0.09% | +1,772+44.1% | Added |
| Secure Asset Management, LLC | 5,802 | $3.11M | 0.58% | −577−9.0% | Reduced |
| Independent Advisor Alliance | 5,863 | $3.14M | 0.09% | +5,863 | New |
| Meritage Portfolio Management | 6,099 | $3.27M | 0.21% | −280−4.4% | Reduced |
| Oak Harvest Investment Services | 6,113 | $3.28M | 0.41% | +6,113 | New |
| CWA Asset Management Group, LLC | 6,212 | $3.33M | 0.14% | +6,212 | New |
| Prosperitas Financial LLC | 6,217 | $3.33M | 1.57% | +6,217 | New |
| Horizon Investment Services, LLC | 6,366 | $3.41M | 1.50% | −594−8.5% | Reduced |
| LRT Capital Management, LLC | 6,426 | $3.45M | 2.04% | −339−5.0% | Reduced |