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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 6,432 | $3.45M | 0.01% | +1,850+40.4% | Added |
| Strategic Global Advisors, LLC | 6,487 | $3.48M | 0.57% | +466+7.7% | Added |
| Schwartz Investment Counsel Inc | 6,600 | $3.54M | 0.12% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,608 | $3.54M | 0.30% | +2,853+76.0% | Added |
| Nicholas Company, Inc. | 6,649 | $3.57M | 0.06% | −5,055−43.2% | Reduced |
| Monument Capital Management | 6,767 | $3.63M | 0.95% | +6,767 | New |
| Ameritas Investment Partners, Inc. | 6,834 | $3.66M | 0.12% | −147−2.1% | Reduced |
| New Age Alpha Advisors, LLC | 6,971 | $3.74M | 0.16% | −204−2.8% | Reduced |
| MML Investors Services, LLC | 7,048 | $3.78M | 0.01% | +98+1.4% | Added |
| Oregon Public Employees Retirement Fund | 7,194 | $3.86M | 0.07% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,219 | $3.87M | 0.49% | +807+12.6% | Added |
| Hedeker Wealth, LLC | 7,254 | $3.89M | 0.91% | +7,254 | New |
| Xponance, Inc. | 7,281 | $3.90M | 0.03% | −21−0.3% | Reduced |
| New Mexico Educational Retirement Board | 7,400 | $3.97M | 0.13% | 00.0% | Unchanged |
| 4D Advisors, LLC | 7,500 | $4.02M | 2.16% | −2,500−25.0% | Reduced |
| Insight Wealth Strategies, LLC | 7,918 | $4.13M | 0.52% | +86+1.1% | Added |
| RE Advisers Corp | 7,788 | $4.18M | 0.10% | −7,900−50.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,858 | $4.21M | 0.06% | −30−0.4% | Reduced |
| Kestra Investment Management, LLC | 9,806 | $4.23M | 0.07% | +4,990+103.6% | Added |
| Engineers Gate Manager LP | 7,924 | $4.25M | 0.05% | −17,949−69.4% | Reduced |
| Davidson Capital Management Inc. | 7,934 | $4.25M | 1.02% | +751+10.5% | Added |
| Freedom Day Solutions, LLC | 7,988 | $4.28M | 1.27% | −566−6.6% | Reduced |
| RFG Advisory, LLC | 8,050 | $4.32M | 0.10% | +343+4.5% | Added |
| Ci Investments Inc. | 8,072 | $4.33M | 0.02% | −104,863−92.9% | Reduced |
| Prudential Financial Inc | 9,600 | $4.41M | 0.01% | −3,048−24.1% | Reduced |
| Bridges Investment Management Inc | 8,227 | $4.41M | 0.06% | +1,058+14.8% | Added |
| Thrivent Financial for Lutherans | 8,287 | $4.44M | 0.01% | −32−0.4% | Reduced |
| Los Angeles Capital Management LLC | 8,332 | $4.47M | 0.02% | +113+1.4% | Added |
| Advisor Group Holdings, Inc. | 8,373 | $4.47M | 0.01% | −722−7.9% | Reduced |
| HighTower Advisors, LLC | 8,349 | $4.48M | 0.01% | +357+4.5% | Added |
| Cim, LLC | 8,359 | $4.48M | 0.60% | +3,203+62.1% | Added |
| Anderson Hoagland & Co | 8,371 | $4.49M | 0.43% | −263−3.0% | Reduced |
| Cardinal Point Capital Management, ULC | 8,450 | $4.53M | 0.36% | +8,450 | New |
| State of Michigan Retirement System | 8,500 | $4.56M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,513 | $4.56M | 0.01% | +2,512+41.9% | Added |
| Pathstone Holdings, LLC | 8,518 | $4.57M | 0.02% | −1,910−18.3% | Reduced |
| Toroso Investments, LLC | 8,536 | $4.58M | 0.03% | −785−8.4% | Reduced |
| Forge First Asset Management Inc. | 8,598 | $4.61M | 1.67% | +8,598 | New |
| KLP Kapitalforvaltning AS | 8,700 | $4.67M | 0.02% | +500+6.1% | Added |
| California First Leasing Corp | 8,720 | $4.68M | 1.94% | +860+10.9% | Added |
| Virginia Retirement Systems Et Al | 8,723 | $4.68M | 0.03% | −1,200−12.1% | Reduced |
| Horizon Investments, LLC | 8,734 | $4.68M | 0.07% | +8,734 | New |
| Diversify Wealth Management, LLC | 6,588 | $4.73M | 0.29% | +1,059+19.2% | Added |
| Zurich Insurance Group Ltd | 8,861 | $4.75M | 0.04% | +8,861 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,043 | $4.85M | 0.03% | +562+6.6% | Added |
| EAM Global Investors LLC | 9,227 | $4.95M | 1.28% | +9,227 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 9,434 | $5.06M | 0.27% | −235−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,644 | $5.17M | 0.02% | +562+6.2% | Added |
| Teacher Retirement System of Texas | 9,670 | $5.19M | 0.02% | −191−1.9% | Reduced |
| Argent Capital Management LLC | 9,719 | $5.21M | 0.15% | +6,017+162.5% | Added |
| Concentric Capital Strategies, LP | 9,720 | $5.21M | 0.29% | +5,199+115.0% | Added |
| Louisiana State Employees Retirement System | 9,900 | $5.31M | 0.10% | 00.0% | Unchanged |
| PDT Partners, LLC | 10,125 | $5.43M | 0.31% | +991+10.8% | Added |
| Dividend Assets Capital, LLC | 10,261 | $5.50M | 1.00% | −1,203−10.5% | Reduced |
| CBOE Vest Financial, LLC | 10,276 | $5.51M | 0.08% | +1,575+18.1% | Added |
| Arizona State Retirement System | 10,310 | $5.53M | 0.03% | +100+1.0% | Added |
| State of Wisconsin Investment Board | 10,365 | $5.56M | 0.01% | −2,835−21.5% | Reduced |
| Aubrey Capital Management Ltd | 10,400 | $5.58M | 2.02% | −300−2.8% | Reduced |
| Worldquant Millennium Advisors LLC | 10,509 | $5.64M | 0.03% | +10,509 | New |
| South Dakota Investment Council | 10,565 | $5.67M | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 10,872 | $5.83M | 0.00% | −3,373−23.7% | Reduced |
| Two Sigma Advisers, LP | 11,000 | $5.90M | 0.01% | −86,800−88.8% | Reduced |
| Baird Financial Group, Inc. | 11,026 | $5.91M | 0.01% | +5,386+95.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,313 | $6.07M | 0.04% | +913+8.8% | Added |
| Teachers Retirement System of the State of Kentucky | 11,314 | $6.07M | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 11,354 | $6.09M | 0.01% | −5,597−33.0% | Reduced |
| CIBC Private Wealth Group, LLC | 11,600 | $6.22M | 0.01% | −3,843−24.9% | Reduced |
| Cowa, LLC | 11,927 | $6.40M | 2.44% | +1,525+14.7% | Added |
| Brinker Capital Investments, LLC | 11,965 | $6.42M | 0.05% | +148+1.3% | Added |
| Yousif Capital Management, LLC | 11,999 | $6.43M | 0.07% | −306−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 12,046 | $6.46M | 0.03% | −10−0.1% | Reduced |
| Bridgewater Associates, LP | 12,246 | $6.57M | 0.03% | −115,233−90.4% | Reduced |
| Moore Capital Management, LP | 12,372 | $6.63M | 0.13% | +12,372 | New |
| DekaBank Deutsche Girozentrale | 12,523 | $6.77M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $6.93M | 0.01% | +5,441+73.8% | Added |
| Pinebridge Investments, L.P. | 12,980 | $6.96M | 0.06% | +3,026+30.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $6.97M | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 13,224 | $7.09M | 0.01% | +3,699+38.8% | Added |
| Zacks Investment Management | 13,230 | $7.09M | 0.06% | +5,320+67.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,234 | $7.10M | 0.07% | +531+4.2% | Added |
| Public Employees Retirement System of Ohio | 13,723 | $7.36M | 0.02% | +747+5.8% | Added |
| Natixis Advisors, L.P. | 14,319 | $7.68M | 0.01% | +2,670+22.9% | Added |
| Twinbeech Capital LP | 14,535 | $7.79M | 0.18% | +14,535 | New |
| Cetera Investment Advisers | 14,808 | $7.94M | 0.01% | +4,028+37.4% | Added |
| Gallo Partners, LP | 14,843 | $7.96M | 5.21% | +14,843 | New |
| Harel Insurance Investments & Financial Services Ltd. | 14,851 | $7.96M | 0.09% | −2,779−15.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 15,014 | $8.05M | 2.01% | −1,957−11.5% | Reduced |
| Susquehanna International Group, LLP | 15,825 | $8.49M | 0.01% | +13,946+742.2% | Added |
| State of Tennessee, Treasury Department | 15,830 | $8.49M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15,989 | $8.57M | 0.04% | +191+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,213 | $8.69M | 0.09% | −25,477−61.1% | Reduced |
| Brown Advisory Inc | 16,528 | $8.86M | 0.01% | +15,831+2,271.3% | Added |
| Brevan Howard Capital Management LP | 16,559 | $8.88M | 0.10% | +4,681+39.4% | Added |
| CWM, LLC | 16,926 | $9.08M | 0.03% | +8,655+104.6% | Added |
| HSBC Holdings PLC | 17,210 | $9.28M | 0.01% | +9,348+118.9% | Added |
| Amalgamated Bank | 17,353 | $9.30M | 0.07% | −9−0.1% | Reduced |
| Creative Planning | 17,422 | $9.34M | 0.01% | +2,365+15.7% | Added |
| Bank of Montreal | 17,498 | $9.38M | 0.00% | −321−1.8% | Reduced |
| Mutual of America Capital Management LLC | 17,504 | $9.39M | 0.10% | −756−4.1% | Reduced |
| New York State Common Retirement Fund | 17,802 | $9.55M | 0.01% | +94+0.5% | Added |