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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 10,276 | $5.51M | 0.08% | +1,575+18.1% | Added |
| Dividend Assets Capital, LLC | 10,261 | $5.50M | 1.00% | −1,203−10.5% | Reduced |
| PDT Partners, LLC | 10,125 | $5.43M | 0.31% | +991+10.8% | Added |
| Louisiana State Employees Retirement System | 9,900 | $5.31M | 0.10% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 9,720 | $5.21M | 0.29% | +5,199+115.0% | Added |
| Argent Capital Management LLC | 9,719 | $5.21M | 0.15% | +6,017+162.5% | Added |
| Teacher Retirement System of Texas | 9,670 | $5.19M | 0.02% | −191−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,644 | $5.17M | 0.02% | +562+6.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,434 | $5.06M | 0.27% | −235−2.4% | Reduced |
| EAM Global Investors LLC | 9,227 | $4.95M | 1.28% | +9,227 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,043 | $4.85M | 0.03% | +562+6.6% | Added |
| Zurich Insurance Group Ltd | 8,861 | $4.75M | 0.04% | +8,861 | New |
| Diversify Wealth Management, LLC | 6,588 | $4.73M | 0.29% | +1,059+19.2% | Added |
| Horizon Investments, LLC | 8,734 | $4.68M | 0.07% | +8,734 | New |
| Virginia Retirement Systems Et Al | 8,723 | $4.68M | 0.03% | −1,200−12.1% | Reduced |
| California First Leasing Corp | 8,720 | $4.68M | 1.94% | +860+10.9% | Added |
| KLP Kapitalforvaltning AS | 8,700 | $4.67M | 0.02% | +500+6.1% | Added |
| Forge First Asset Management Inc. | 8,598 | $4.61M | 1.67% | +8,598 | New |
| Toroso Investments, LLC | 8,536 | $4.58M | 0.03% | −785−8.4% | Reduced |
| Pathstone Holdings, LLC | 8,518 | $4.57M | 0.02% | −1,910−18.3% | Reduced |
| Mackenzie Financial Corp | 8,513 | $4.56M | 0.01% | +2,512+41.9% | Added |
| State of Michigan Retirement System | 8,500 | $4.56M | 0.02% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 8,450 | $4.53M | 0.36% | +8,450 | New |
| Anderson Hoagland & Co | 8,371 | $4.49M | 0.43% | −263−3.0% | Reduced |
| Cim, LLC | 8,359 | $4.48M | 0.60% | +3,203+62.1% | Added |
| HighTower Advisors, LLC | 8,349 | $4.48M | 0.01% | +357+4.5% | Added |
| Advisor Group Holdings, Inc. | 8,373 | $4.47M | 0.01% | −722−7.9% | Reduced |
| Los Angeles Capital Management LLC | 8,332 | $4.47M | 0.02% | +113+1.4% | Added |
| Thrivent Financial for Lutherans | 8,287 | $4.44M | 0.01% | −32−0.4% | Reduced |
| Bridges Investment Management Inc | 8,227 | $4.41M | 0.06% | +1,058+14.8% | Added |
| Prudential Financial Inc | 9,600 | $4.41M | 0.01% | −3,048−24.1% | Reduced |
| Ci Investments Inc. | 8,072 | $4.33M | 0.02% | −104,863−92.9% | Reduced |
| RFG Advisory, LLC | 8,050 | $4.32M | 0.10% | +343+4.5% | Added |
| Freedom Day Solutions, LLC | 7,988 | $4.28M | 1.27% | −566−6.6% | Reduced |
| Davidson Capital Management Inc. | 7,934 | $4.25M | 1.02% | +751+10.5% | Added |
| Engineers Gate Manager LP | 7,924 | $4.25M | 0.05% | −17,949−69.4% | Reduced |
| Kestra Investment Management, LLC | 9,806 | $4.23M | 0.07% | +4,990+103.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,858 | $4.21M | 0.06% | −30−0.4% | Reduced |
| RE Advisers Corp | 7,788 | $4.18M | 0.10% | −7,900−50.4% | Reduced |
| Insight Wealth Strategies, LLC | 7,918 | $4.13M | 0.52% | +86+1.1% | Added |
| 4D Advisors, LLC | 7,500 | $4.02M | 2.16% | −2,500−25.0% | Reduced |
| New Mexico Educational Retirement Board | 7,400 | $3.97M | 0.13% | 00.0% | Unchanged |
| Xponance, Inc. | 7,281 | $3.90M | 0.03% | −21−0.3% | Reduced |
| Hedeker Wealth, LLC | 7,254 | $3.89M | 0.91% | +7,254 | New |
| Consolidated Planning Corp | 7,219 | $3.87M | 0.49% | +807+12.6% | Added |
| Oregon Public Employees Retirement Fund | 7,194 | $3.86M | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,048 | $3.78M | 0.01% | +98+1.4% | Added |
| New Age Alpha Advisors, LLC | 6,971 | $3.74M | 0.16% | −204−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,834 | $3.66M | 0.12% | −147−2.1% | Reduced |
| Monument Capital Management | 6,767 | $3.63M | 0.95% | +6,767 | New |
| Nicholas Company, Inc. | 6,649 | $3.57M | 0.06% | −5,055−43.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,608 | $3.54M | 0.30% | +2,853+76.0% | Added |
| Schwartz Investment Counsel Inc | 6,600 | $3.54M | 0.12% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 6,487 | $3.48M | 0.57% | +466+7.7% | Added |
| Janney Montgomery Scott LLC | 6,432 | $3.45M | 0.01% | +1,850+40.4% | Added |
| LRT Capital Management, LLC | 6,426 | $3.45M | 2.04% | −339−5.0% | Reduced |
| Horizon Investment Services, LLC | 6,366 | $3.41M | 1.50% | −594−8.5% | Reduced |
| Prosperitas Financial LLC | 6,217 | $3.33M | 1.57% | +6,217 | New |
| CWA Asset Management Group, LLC | 6,212 | $3.33M | 0.14% | +6,212 | New |
| Oak Harvest Investment Services | 6,113 | $3.28M | 0.41% | +6,113 | New |
| Meritage Portfolio Management | 6,099 | $3.27M | 0.21% | −280−4.4% | Reduced |
| Independent Advisor Alliance | 5,863 | $3.14M | 0.09% | +5,863 | New |
| Secure Asset Management, LLC | 5,802 | $3.11M | 0.58% | −577−9.0% | Reduced |
| Graham Capital Management, L.P. | 5,791 | $3.11M | 0.09% | +1,772+44.1% | Added |
| Venture Visionary Partners LLC | 5,745 | $3.08M | 0.12% | +5,745 | New |
| Fiera Capital Corp | 5,669 | $3.04M | 0.01% | −56−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,644 | $3.03M | 0.00% | +112+2.0% | Added |
| Canada Pension Plan Investment Board | 5,600 | $3.00M | 0.00% | −26,200−82.4% | Reduced |
| Night Squared LP | 5,598 | $3.00M | 1.34% | +5,598 | New |
| Illinois Municipal Retirement Fund | 5,565 | $2.98M | 0.04% | +3,567+178.5% | Added |
| Diversified Trust Co | 5,485 | $2.94M | 0.07% | −26−0.5% | Reduced |
| Captrust Financial Advisors | 5,436 | $2.92M | 0.01% | +2,242+70.2% | Added |
| Huntleigh Advisors, Inc. | 5,431 | $2.91M | 0.56% | +5,431 | New |
| Pictet Asset Management Holding SA | 5,241 | $2.81M | 0.00% | −195−3.6% | Reduced |
| Private Advisor Group, LLC | 5,183 | $2.78M | 0.01% | +4,317+498.5% | Added |
| Advisors Asset Management, Inc. | 5,155 | $2.76M | 0.05% | +1,552+43.1% | Added |
| Redhawk Wealth Advisors, Inc. | 5,017 | $2.69M | 0.34% | +809+19.2% | Added |
| Shaker Investments LLC | 4,964 | $2.66M | 1.09% | −1,106−18.2% | Reduced |
| M&T Bank Corp | 4,831 | $2.59M | 0.01% | −235−4.6% | Reduced |
| ExodusPoint Capital Management, LP | 4,829 | $2.59M | 0.03% | +2,220+85.1% | Added |
| Allworth Financial LP | 4,823 | $2.59M | 0.01% | +4,750+6,506.8% | Added |
| WBI Investments | 4,702 | $2.52M | 0.65% | +4,074+648.7% | Added |
| Verition Fund Management LLC | 4,685 | $2.51M | 0.01% | −2,817−37.5% | Reduced |
| Meeder Asset Management Inc | 4,659 | $2.50M | 0.15% | +4,638+22,085.7% | Added |
| Penserra Capital Management LLC | 4,582 | $2.46M | 0.03% | +4,582 | New |
| Kestra Advisory Services, LLC | 4,479 | $2.40M | 0.01% | +581+14.9% | Added |
| Ritholtz Wealth Management | 4,470 | $2.40M | 0.05% | +40+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,391 | $2.35M | 0.02% | −30−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,344 | $2.33M | 0.00% | +433+11.1% | Added |
| Merit Financial Group, LLC | 4,343 | $2.33M | 0.03% | +1,701+64.4% | Added |
| Quantinno Capital Management LP | 4,240 | $2.27M | 0.01% | +655+18.3% | Added |
| Vontobel Holding Ltd. | 4,174 | $2.24M | 0.01% | +4,174 | New |
| JustInvest LLC | 4,151 | $2.23M | 0.03% | +665+19.1% | Added |
| Advisory Services Network, LLC | 3,162 | $2.22M | 0.04% | +1,161+58.0% | Added |
| Oppenheimer Asset Management Inc. | 4,049 | $2.17M | 0.02% | +61+1.5% | Added |
| Capital Insight Partners, LLC | 4,012 | $2.15M | 0.37% | +4,012 | New |
| Hunter Associates Investment Management LLC | 4,007 | $2.15M | 0.32% | −3,049−43.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,960 | $2.12M | 0.01% | +1,300+48.9% | Added |
| State of Alaska, Department of Revenue | 3,950 | $2.12M | 0.02% | −210−5.0% | Reduced |
| Lifestyle Asset Management, Inc. | 3,876 | $2.08M | 0.97% | +2,940+314.1% | Added |