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 |
|---|---|---|---|---|---|
| US Bancorp | 3,808 | $2.04M | 0.00% | −76−2.0% | Reduced |
| Quadrant Capital Group LLC | 3,759 | $2.02M | 0.07% | +125+3.4% | Added |
| Walleye Capital LLC | 3,697 | $1.98M | 0.02% | +3,697 | New |
| New York Life Investment Management LLC | 3,679 | $1.97M | 0.02% | −89−2.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,643 | $1.95M | 0.48% | +2+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,638 | $1.95M | 0.53% | −676−15.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,634 | $1.95M | 0.02% | +1,851+103.8% | Added |
| Colony Group, LLC | 3,589 | $1.92M | 0.00% | +1,289+56.0% | Added |
| Buckingham Strategic Partners | 3,557 | $1.91M | 0.03% | +1,898+114.4% | Added |
| Yorktown Management & Research Co Inc | 3,500 | $1.88M | 1.79% | −400−10.3% | Reduced |
| Walleye Trading LLC | 3,378 | $1.81M | 0.04% | +3,378 | New |
| Bosman Wealth Management, LLC | 3,342 | $1.79M | 1.59% | −5,867−63.7% | Reduced |
| Steel Peak Wealth Management LLC | 3,275 | $1.76M | 0.07% | +775+31.0% | Added |
| Quest Partners LLC | 3,237 | $1.74M | 0.17% | +1,885+139.4% | Added |
| Crossmark Global Holdings, Inc. | 3,185 | $1.71M | 0.03% | +176+5.8% | Added |
| Mercer Global Advisors Inc | 3,179 | $1.70M | 0.00% | +1,629+105.1% | Added |
| Atria Investments LLC | 3,118 | $1.67M | 0.02% | +226+7.8% | Added |
| Pacer Advisors, Inc. | 3,113 | $1.67M | 0.00% | −237−7.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,100 | $1.66M | 0.46% | −2,625−45.9% | Reduced |
| XTX Topco Ltd | 3,048 | $1.63M | 0.07% | +1,499+96.8% | Added |
| Johnson Investment Counsel Inc | 3,043 | $1.63M | 0.01% | −1,449−32.3% | Reduced |
| Thompson Davis & Co., Inc. | 3,025 | $1.62M | 1.11% | +1,351+80.7% | Added |
| Moody National Bank Trust Division | 2,996 | $1.61M | 0.15% | +250+9.1% | Added |
| Optimum Investment Advisors | 2,988 | $1.60M | 0.70% | +25+0.8% | Added |
| Essential Partners LLC | 2,930 | $1.57M | 0.63% | +2,930 | New |
| SG Americas Securities, LLC | 2,841 | $1.52M | 0.01% | −3,784−57.1% | Reduced |
| Virtus ETF Advisers LLC | 2,814 | $1.51M | 0.92% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,802 | $1.50M | 0.01% | −610−17.9% | Reduced |
| Blackhawk Capital Partners LLC. | 2,797 | $1.50M | 0.69% | +394+16.4% | Added |
| Hancock Whitney Corp | 2,790 | $1.50M | 0.03% | +2,790 | New |
| Hilltop Holdings Inc. | 2,759 | $1.48M | 0.09% | +2,061+295.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,758 | $1.48M | 0.06% | +610+28.4% | Added |
| Level Four Advisory Services, LLC | 2,754 | $1.48M | 0.05% | −2,886−51.2% | Reduced |
| DnB Asset Management AS | 2,699 | $1.45M | 0.01% | +1,520+128.9% | Added |
| Securian Asset Management, Inc | 2,682 | $1.44M | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,616 | $1.40M | 0.05% | +3+0.1% | Added |
| STRS Ohio | 2,602 | $1.40M | 0.01% | +66+2.6% | Added |
| Jennison Associates LLC | 2,535 | $1.36M | 0.00% | −140,224−98.2% | Reduced |
| Diversify Advisory Services, LLC | 1,888 | $1.36M | 0.05% | +354+23.1% | Added |
| Skye Global Management LP | 2,520 | $1.35M | 0.03% | −2,520−50.0% | Reduced |
| Sanctuary Advisors, LLC | 2,499 | $1.34M | 0.01% | +516+26.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,468 | $1.33M | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,454 | $1.32M | 0.04% | +2,454 | New |
| Saturna Capital CORP | 2,451 | $1.31M | 0.02% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 2,440 | $1.31M | 0.85% | −1,320−35.1% | Reduced |
| Applied Capital LLC | 2,431 | $1.30M | 0.97% | +2,431 | New |
| Azzad Asset Management Inc | 2,425 | $1.30M | 0.14% | +6+0.2% | Added |
| North Star Investment Management Corp. | 2,400 | $1.29M | 0.09% | −500−17.2% | Reduced |
| Change Path, LLC | 2,389 | $1.28M | 0.03% | +96+4.2% | Added |
| Wolverine Trading, LLC | 2,375 | $1.27M | 0.03% | −1,580−39.9% | Reduced |
| Evergreen Capital Management LLC | 2,346 | $1.26M | 0.04% | +177+8.2% | Added |
| Strategic Wealth Partners, Ltd. | 2,321 | $1.24M | 0.10% | +2,321 | New |
| Callan Family Office, LLC | 2,264 | $1.21M | 0.04% | +1,522+205.1% | Added |
| Cypress Advisory Group LLC | 2,240 | $1.20M | 0.93% | +1,190+113.3% | Added |
| Aquatic Capital Management LLC | 2,223 | $1.19M | 0.02% | −25,868−92.1% | Reduced |
| Silver Oak Securities, Inc | 2,134 | $1.14M | 0.10% | −72−3.3% | Reduced |
| L2 Asset Management, LLC | 2,134 | $1.14M | 0.19% | +299+16.3% | Added |
| Pier Capital, LLC | 2,132 | $1.14M | 0.17% | −56−2.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 2,130 | $1.14M | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,105 | $1.13M | 0.07% | −33−1.5% | Reduced |
| Integrated Quantitative Investments LLC | 2,084 | $1.12M | 0.33% | +2,084 | New |
| Norden Group LLC | 2,066 | $1.11M | 0.12% | −394−16.0% | Reduced |
| Mirabella Financial Services LLP | 2,060 | $1.10M | 0.12% | +2,060 | New |
| Mach-1 Financial Group, Inc. | 2,054 | $1.10M | 0.32% | −45−2.1% | Reduced |
| Dynamic Advisor Solutions LLC | 2,053 | $1.10M | 0.03% | +13+0.6% | Added |
| Daiwa Securities Group Inc. | 2,050 | $1.10M | 0.00% | −3,920−65.7% | Reduced |
| Monimus Capital Management, LP | 2,015 | $1.08M | 0.87% | −4,587−69.5% | Reduced |
| Avantax Advisory Services, Inc. | 2,010 | $1.08M | 0.01% | +512+34.2% | Added |
| Moors & Cabot, Inc. | 2,003 | $1.07M | 0.05% | +344+20.7% | Added |
| Copeland Capital Management, LLC | 1,998 | $1.07M | 0.02% | +1,191+147.6% | Added |
| Coldstream Capital Management Inc | 1,945 | $1.04M | 0.02% | −13−0.7% | Reduced |
| Venturi Wealth Management, LLC | 1,935 | $1.04M | 0.05% | −440−18.5% | Reduced |
| Alps Advisors Inc | 1,932 | $1.04M | 0.01% | +893+85.9% | Added |
| Cornerstone Investment Partners, LLC | 1,910 | $1.02M | 0.05% | −2−0.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,903 | $1.02M | 0.23% | +809+73.9% | Added |
| Lecap Asset Management Ltd | 1,874 | $1.00M | 0.36% | +1,074+134.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,864 | $999.5K | 0.11% | −617−24.9% | Reduced |
| Utah Retirement Systems | 1,839 | $986.1K | 0.01% | −61−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,827 | $979.7K | 0.01% | +270+17.3% | Added |
| Kane Investment Management, Inc. | 1,805 | $967.9K | 0.51% | −408−18.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,802 | $966.0K | 0.01% | −454−20.1% | Reduced |
| Sierra Summit Advisors LLC | 1,798 | $964.1K | 0.17% | −4−0.2% | Reduced |
| Cynosure Management, LLC | 1,778 | $953.4K | 0.11% | −220−11.0% | Reduced |
| Encompass More Asset Management | 1,772 | $950.2K | 0.22% | −328−15.6% | Reduced |
| Strid Group, LLC | 1,771 | $949.6K | 0.13% | +925+109.3% | Added |
| Fifth Third Bancorp | 1,739 | $932.5K | 0.00% | +34+2.0% | Added |
| Guggenheim Capital LLC | 1,730 | $927.6K | 0.01% | −145−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,691 | $906.8K | 0.01% | +260+18.2% | Added |
| CWM Advisors, LLC | 1,665 | $892.8K | 0.10% | −495−22.9% | Reduced |
| CI Private Wealth, LLC | 1,658 | $889.0K | 0.00% | +398+31.6% | Added |
| Illumine Investment Management, LLC | 1,657 | $888.6K | 0.71% | +12+0.7% | Added |
| Evoke Wealth, LLC | 1,657 | $888.5K | 0.02% | +636+62.3% | Added |
| Kestra Private Wealth Services, LLC | 1,652 | $885.8K | 0.01% | +229+16.1% | Added |
| Maryland State Retirement & Pension System | 1,643 | $881.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,630 | $874.1K | 0.04% | −218−11.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,629 | $873.4K | 0.24% | −182−10.0% | Reduced |
| Marietta Investment Partners LLC | 1,609 | $862.8K | 0.19% | +1,609 | New |
| X-Square Capital, LLC | 1,600 | $858.0K | 0.31% | 00.0% | Unchanged |
| Omers Administration Corp | 1,600 | $857.9K | 0.01% | +1,600 | New |
| Regions Financial Corp | 1,597 | $856.3K | 0.01% | −86−5.1% | Reduced |