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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 1,559 | $836.0K | 0.00% | +47+3.1% | Added |
| Apollon Wealth Management, LLC | 1,557 | $834.9K | 0.02% | +765+96.6% | Added |
| Geneva Partners, LLC | 1,550 | $831.1K | 0.33% | +1,550 | New |
| Pensionmark Financial Group, LLC | 1,530 | $820.4K | 0.02% | −25−1.6% | Reduced |
| J2 Capital Management Inc | 1,529 | $819.9K | 0.65% | +1,529 | New |
| Vestcor Inc | 1,520 | $815.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,510 | $810.0K | 0.03% | −268−15.1% | Reduced |
| Quadrature Capital Ltd | 1,511 | $810.0K | 0.01% | −3,314−68.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,498 | $806.0K | 0.01% | +184+14.0% | Added |
| Sanders Morris Harris LLC | 1,500 | $804.3K | 0.19% | 00.0% | Unchanged |
| PFG Advisors | 1,498 | $803.5K | 0.04% | +830+124.3% | Added |
| Prelude Capital Management, LLC | 1,473 | $789.8K | 0.08% | +263+21.7% | Added |
| We Are One Seven, LLC | 1,472 | $789.3K | 0.03% | +484+49.0% | Added |
| Flagship Harbor Advisors, LLC | 1,465 | $785.4K | 0.04% | +304+26.2% | Added |
| Nations Financial Group Inc, | 1,454 | $779.6K | 0.05% | +26+1.8% | Added |
| Verus Capital Partners, LLC | 1,437 | $770.5K | 0.07% | +45+3.2% | Added |
| Tower Research Capital LLC (TRC) | 1,436 | $770.0K | 0.02% | −1,024−41.6% | Reduced |
| TFR Capital, LLC. | 1,435 | $769.5K | 0.28% | +1,435 | New |
| Nebula Research & Development LLC | 1,434 | $768.9K | 0.07% | −1,867−56.6% | Reduced |
| BayBridge Capital Group, LLC | 1,425 | $764.3K | 0.49% | −5−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,423 | $763.0K | 0.01% | +121+9.3% | Added |
| Portside Wealth Group, LLC | 1,421 | $762.2K | 0.11% | +12+0.9% | Added |
| Benjamin Edwards Inc | 1,390 | $745.5K | 0.01% | +108+8.4% | Added |
| Greenwood Capital Associates LLC | 1,377 | $738.4K | 0.09% | −488−26.2% | Reduced |
| Retireful, LLC | 1,360 | $729.2K | 0.50% | +1,360 | New |
| Kingsview Wealth Management, LLC | 1,355 | $726.7K | 0.01% | +244+22.0% | Added |
| HMS Capital Management, LLC | 1,353 | $725.7K | 0.33% | −602−30.8% | Reduced |
| Pitcairn Co | 1,347 | $722.3K | 0.05% | −47−3.4% | Reduced |
| Fortress Financial Solutions, LLC | 1,341 | $719.2K | 0.90% | −21−1.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $700.3K | 0.04% | +1,306 | New |
| HighPoint Advisor Group LLC | 1,301 | $697.5K | 0.04% | +60+4.8% | Added |
| Blair William & Co | 1,300 | $696.8K | 0.00% | +1,300 | New |
| BTC Capital Management, Inc. | 1,267 | $679.4K | 0.06% | −419−24.9% | Reduced |
| Shelton Capital Management | 1,258 | $674.6K | 0.02% | −16−1.3% | Reduced |
| Precision Wealth Strategies, LLC | 1,250 | $670.3K | 0.22% | +133+11.9% | Added |
| Diametric Capital, LP | 1,243 | $666.5K | 0.36% | +1,243 | New |
| Belpointe Asset Management LLC | 1,243 | $666.5K | 0.03% | +1,243 | New |
| Farther Finance Advisors, LLC | 1,219 | $653.7K | 0.01% | +117+10.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,217 | $652.6K | 0.03% | +3+0.2% | Added |
| Commerce Bank | 1,200 | $643.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,189 | $637.1K | 0.00% | +386+48.1% | Added |
| Keebeck Wealth Management, LLC | 1,159 | $621.5K | 0.08% | +1,159 | New |
| Proficio Capital Partners LLC | 1,127 | $604.3K | 0.04% | −71−5.9% | Reduced |
| Perbak Capital Partners LLP | 1,125 | $603.2K | 0.14% | +386+52.2% | Added |
| CIBC Asset Management Inc | 1,118 | $599.5K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,114 | $597.5K | 0.04% | +52+4.9% | Added |
| Umb Bank N A | 1,092 | $585.5K | 0.01% | −4−0.4% | Reduced |
| Ariadne Wealth Management, LP | 827 | $580.6K | 0.28% | +49+6.3% | Added |
| Everence Capital Management Inc | 1,080 | $579.0K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,079 | $578.6K | 0.20% | +313+40.9% | Added |
| Maridea Wealth Management LLC | 1,067 | $572.1K | 0.15% | +1,067 | New |
| Mount Lucas Management LP | 1,057 | $566.8K | 0.27% | −1,603−60.3% | Reduced |
| Winton Group Ltd | 1,057 | $566.8K | 0.03% | +1,057 | New |
| Nomura Holdings Inc | 1,053 | $564.6K | 0.00% | +1,053 | New |
| Petra Financial Advisors Inc | 1,045 | $560.1K | 0.36% | +1,045 | New |
| Clearstead Advisors, LLC | 1,041 | $558.2K | 0.01% | +855+459.7% | Added |
| Gibbs Wealth Management | 1,024 | $549.1K | 0.11% | +205+25.0% | Added |
| Polymer Capital Management (HK) LTD | 1,014 | $543.7K | 0.09% | +1,014 | New |
| GAMMA Investing LLC | 1,008 | $540.5K | 0.03% | +219+27.8% | Added |
| Trust Point Inc. | 1,006 | $539.4K | 0.05% | −167−14.2% | Reduced |
| Dark Forest Capital Management LP | 1,004 | $538.4K | 0.02% | −7,542−88.3% | Reduced |
| Cannon Global Investment Management, LLC | 1,000 | $536.2K | 1.46% | +1,000 | New |
| AdvisorShares Investments LLC | 989 | $530.3K | 0.10% | −141−12.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 979 | $529.6K | 0.01% | +41+4.4% | Added |
| Journey Strategic Wealth LLC | 978 | $524.4K | 0.02% | +274+38.9% | Added |
| KBC Group NV | 975 | $523.0K | 0.00% | −568−36.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 971 | $520.7K | 0.33% | +109+12.6% | Added |
| Aviva PLC | 966 | $518.0K | 0.00% | −795−45.1% | Reduced |
| Katamaran Capital LLP | 951 | $509.9K | 0.50% | +951 | New |
| TD Private Client Wealth LLC | 950 | $509.4K | 0.01% | −286−23.1% | Reduced |
| Lisanti Capital Growth, LLC | 945 | $506.7K | 0.14% | +945 | New |
| National Asset Management, Inc. | 942 | $505.3K | 0.02% | +942 | New |
| denkapparat Operations GmbH | 938 | $503.0K | 0.40% | +938 | New |
| Sound View Wealth Advisors Group, LLC | 937 | $502.4K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 931 | $499.2K | 0.01% | −63−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 921 | $493.9K | 0.02% | +820+811.9% | Added |
| Swiss Life Asset Management Ltd | 917 | $491.7K | 0.00% | +917 | New |
| Eqis Capital Management, Inc. | 906 | $486.0K | 0.04% | −383−29.7% | Reduced |
| Creative Financial Designs Inc | 905 | $485.4K | 0.03% | +904+90,400.0% | Added |
| Soltis Investment Advisors LLC | 900 | $482.6K | 0.04% | +900 | New |
| Knollwood Investment Advisory, LLC | 900 | $482.6K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 893 | $478.8K | 0.06% | +195+27.9% | Added |
| HB Wealth Management, LLC | 886 | $475.1K | 0.00% | −603−40.5% | Reduced |
| Mezzasalma Advisors, LLC | 884 | $474.0K | 0.14% | +168+23.5% | Added |
| CenterBook Partners LP | 882 | $472.9K | 0.03% | −3,007−77.3% | Reduced |
| Syon Capital LLC | 882 | $472.9K | 0.03% | −34−3.7% | Reduced |
| Ballentine Partners, LLC | 879 | $471.3K | 0.01% | +879 | New |
| Boston Trust Walden Corp | 875 | $469.2K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 866 | $464.4K | 0.03% | +866 | New |
| SkyOak Wealth, LLC | 861 | $461.7K | 0.09% | 00.0% | Unchanged |
| Sym Financial Corp | 858 | $460.1K | 0.05% | +197+29.8% | Added |
| LGT Group Foundation | 854 | $457.9K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 851 | $456.3K | 0.75% | +851 | New |
| Catalyst Capital Advisors LLC | 850 | $455.8K | 0.01% | −70−7.6% | Reduced |
| AE Wealth Management LLC | 845 | $453.2K | 0.00% | −190−18.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 844 | $452.6K | 0.02% | −6−0.7% | Reduced |
| Jones Financial Companies LLLP | 845 | $451.8K | 0.00% | +510+152.2% | Added |
| Harvest Fund Management Co., Ltd | 836 | $448.0K | 0.02% | +836 | New |
| Forum Financial Management, LP | 835 | $447.7K | 0.01% | +2+0.2% | Added |
| Holderness Investments Co | 826 | $442.9K | 0.10% | +826 | New |