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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 44,203 | $23.7M | 1.61% | +39,871+920.4% | Added |
| Harbor Capital Advisors, Inc. | 44,085 | $23.6M | 0.99% | +39+0.1% | Added |
| SEI Investments Co | 43,631 | $23.4M | 0.03% | +16,390+60.2% | Added |
| Macquarie Group Ltd | 42,278 | $22.7M | 0.03% | +6,571+18.4% | Added |
| Fred Alger Management, LLC | 42,295 | $22.3M | 0.10% | +20,566+94.6% | Added |
| Storebrand Asset Management AS | 40,971 | $22.0M | 0.06% | −6,866−14.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 40,000 | $21.4M | 0.84% | −30,000−42.9% | Reduced |
| Truist Financial Corp | 39,862 | $21.4M | 0.03% | +1,610+4.2% | Added |
| BWCP, LP | 38,796 | $20.8M | 3.40% | +38,796 | New |
| Intech Investment Management LLC | 37,925 | $20.3M | 0.19% | −11,097−22.6% | Reduced |
| Algert Global LLC | 37,142 | $19.9M | 0.42% | −2,247−5.7% | Reduced |
| State Board of Administration of Florida Retirement System | 35,859 | $19.2M | 0.03% | +558+1.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 35,645 | $19.1M | 0.03% | −4,933−12.2% | Reduced |
| Balyasny Asset Management LLC | 34,682 | $18.6M | 0.04% | −8,875−20.4% | Reduced |
| Jain Global LLC | 34,276 | $18.4M | 0.29% | −45,039−56.8% | Reduced |
| Van Eck Associates Corp | 33,791 | $18.1M | 0.02% | −4,936−12.7% | Reduced |
| California State Teachers Retirement System | 32,943 | $17.7M | 0.02% | −26−0.1% | Reduced |
| Barclays PLC | 32,929 | $17.7M | 0.01% | +346+1.1% | Added |
| Jane Street Group, LLC | 32,179 | $17.3M | 0.03% | −12,231−27.5% | Reduced |
| Aptus Capital Advisors, LLC | 32,161 | $17.2M | 0.17% | +2,898+9.9% | Added |
| Bessemer Group Inc | 31,160 | $16.7M | 0.03% | +2,017+6.9% | Added |
| Gotham Asset Management, LLC | 30,199 | $16.2M | 0.10% | +7,742+34.5% | Added |
| Hiddenite Capital Partners LP | 30,000 | $16.1M | 9.61% | +5,000+20.0% | Added |
| Distillate Capital Partners LLC | 29,974 | $16.1M | 0.86% | −1,988−6.2% | Reduced |
| Panagora Asset Management Inc | 29,598 | $15.9M | 0.07% | −82,239−73.5% | Reduced |
| Winslow Capital Management, LLC | 29,070 | $15.6M | 0.05% | +29,070 | New |
| Strategic Planning Group, LLC | 28,715 | $15.4M | 2.50% | +5,131+21.8% | Added |
| Treasurer of the State of North Carolina | 28,046 | $15.0M | 0.05% | +11,962+74.4% | Added |
| Amundi | 28,287 | $15.0M | 0.01% | +3,476+14.0% | Added |
| Moran Wealth Management, LLC | 27,577 | $14.8M | 0.46% | −2,784−9.2% | Reduced |
| Cerity Partners LLC | 27,102 | $14.5M | 0.03% | +9,261+51.9% | Added |
| New York State Teachers Retirement System | 27,079 | $14.5M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 26,371 | $14.1M | 0.02% | −1,515−5.4% | Reduced |
| LPL Financial LLC | 26,063 | $14.0M | 0.00% | +2,543+10.8% | Added |
| Trexquant Investment LP | 25,533 | $13.7M | 0.15% | +5,616+28.2% | Added |
| Congress Wealth Management LLC | 23,080 | $12.4M | 0.12% | +713+3.2% | Added |
| Pallas Capital Advisors LLC | 21,420 | $11.5M | 0.44% | +3,114+17.0% | Added |
| Manufacturers Life Insurance Company, The | 21,225 | $11.4M | 0.01% | −468−2.2% | Reduced |
| CIBC World Markets Inc. | 20,919 | $11.2M | 0.02% | +7,026+50.6% | Added |
| Silvercrest Asset Management Group LLC | 20,718 | $11.1M | 0.07% | +295+1.4% | Added |
| MetLife Investment Management | 20,530 | $11.0M | 0.06% | −696−3.3% | Reduced |
| Stansberry Asset Management, LLC | 20,530 | $11.0M | 1.20% | +9,207+81.3% | Added |
| Asset Management One Co.,Ltd. | 20,203 | $10.8M | 0.03% | −6,832−25.3% | Reduced |
| Stifel Financial Corp | 20,005 | $10.7M | 0.01% | +4,573+29.6% | Added |
| T. Rowe Price Investment Management, Inc. | 19,929 | $10.7M | 0.01% | +19,929 | New |
| BNP Paribas Arbitrage, SA | 19,600 | $10.5M | 0.01% | −31,650−61.8% | Reduced |
| Peterson Wealth Services | 19,202 | $10.3M | 2.82% | +93+0.5% | Added |
| Pinnbrook Capital Management LP | 18,823 | $10.1M | 2.64% | +18,823 | New |
| Kovitz Investment Group Partners, LLC | 18,662 | $10.0M | 0.04% | +6,706+56.1% | Added |
| Navellier & Associates Inc | 18,327 | $9.83M | 1.22% | −732−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 18,301 | $9.81M | 0.02% | −1,298−6.6% | Reduced |
| Kennedy Capital Management, Inc. | 18,255 | $9.79M | 0.23% | +311+1.7% | Added |
| Munro Partners | 18,069 | $9.69M | 0.30% | −153,056−89.4% | Reduced |
| Crown Advisors Management, Inc. | 18,000 | $9.65M | 7.70% | +4,000+28.6% | Added |
| Two Sigma Investments, LP | 17,922 | $9.61M | 0.02% | −165,129−90.2% | Reduced |
| New York State Common Retirement Fund | 17,802 | $9.55M | 0.01% | +94+0.5% | Added |
| Mutual of America Capital Management LLC | 17,504 | $9.39M | 0.10% | −756−4.1% | Reduced |
| Bank of Montreal | 17,498 | $9.38M | 0.00% | −321−1.8% | Reduced |
| Creative Planning | 17,422 | $9.34M | 0.01% | +2,365+15.7% | Added |
| Amalgamated Bank | 17,353 | $9.30M | 0.07% | −9−0.1% | Reduced |
| HSBC Holdings PLC | 17,210 | $9.28M | 0.01% | +9,348+118.9% | Added |
| CWM, LLC | 16,926 | $9.08M | 0.03% | +8,655+104.6% | Added |
| Brevan Howard Capital Management LP | 16,559 | $8.88M | 0.10% | +4,681+39.4% | Added |
| Brown Advisory Inc | 16,528 | $8.86M | 0.01% | +15,831+2,271.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,213 | $8.69M | 0.09% | −25,477−61.1% | Reduced |
| Nisa Investment Advisors, LLC | 15,989 | $8.57M | 0.04% | +191+1.2% | Added |
| State of Tennessee, Treasury Department | 15,830 | $8.49M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,825 | $8.49M | 0.01% | +13,946+742.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 15,014 | $8.05M | 2.01% | −1,957−11.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 14,851 | $7.96M | 0.09% | −2,779−15.8% | Reduced |
| Gallo Partners, LP | 14,843 | $7.96M | 5.21% | +14,843 | New |
| Cetera Investment Advisers | 14,808 | $7.94M | 0.01% | +4,028+37.4% | Added |
| Twinbeech Capital LP | 14,535 | $7.79M | 0.18% | +14,535 | New |
| Natixis Advisors, L.P. | 14,319 | $7.68M | 0.01% | +2,670+22.9% | Added |
| Public Employees Retirement System of Ohio | 13,723 | $7.36M | 0.02% | +747+5.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,234 | $7.10M | 0.07% | +531+4.2% | Added |
| Zacks Investment Management | 13,230 | $7.09M | 0.06% | +5,320+67.3% | Added |
| Mariner, LLC | 13,224 | $7.09M | 0.01% | +3,699+38.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $6.97M | 0.06% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 12,980 | $6.96M | 0.06% | +3,026+30.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,816 | $6.93M | 0.01% | +5,441+73.8% | Added |
| DekaBank Deutsche Girozentrale | 12,523 | $6.77M | 0.01% | 00.0% | Unchanged |
| Moore Capital Management, LP | 12,372 | $6.63M | 0.13% | +12,372 | New |
| Bridgewater Associates, LP | 12,246 | $6.57M | 0.03% | −115,233−90.4% | Reduced |
| State of New Jersey Common Pension Fund D | 12,046 | $6.46M | 0.03% | −10−0.1% | Reduced |
| Yousif Capital Management, LLC | 11,999 | $6.43M | 0.07% | −306−2.5% | Reduced |
| Brinker Capital Investments, LLC | 11,965 | $6.42M | 0.05% | +148+1.3% | Added |
| Cowa, LLC | 11,927 | $6.40M | 2.44% | +1,525+14.7% | Added |
| CIBC Private Wealth Group, LLC | 11,600 | $6.22M | 0.01% | −3,843−24.9% | Reduced |
| Ensign Peak Advisors, Inc | 11,354 | $6.09M | 0.01% | −5,597−33.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,314 | $6.07M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,313 | $6.07M | 0.04% | +913+8.8% | Added |
| Baird Financial Group, Inc. | 11,026 | $5.91M | 0.01% | +5,386+95.5% | Added |
| Two Sigma Advisers, LP | 11,000 | $5.90M | 0.01% | −86,800−88.8% | Reduced |
| Citigroup Inc | 10,872 | $5.83M | 0.00% | −3,373−23.7% | Reduced |
| South Dakota Investment Council | 10,565 | $5.67M | 0.11% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 10,509 | $5.64M | 0.03% | +10,509 | New |
| Aubrey Capital Management Ltd | 10,400 | $5.58M | 2.02% | −300−2.8% | Reduced |
| State of Wisconsin Investment Board | 10,365 | $5.56M | 0.01% | −2,835−21.5% | Reduced |
| Arizona State Retirement System | 10,310 | $5.53M | 0.03% | +100+1.0% | Added |