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 |
|---|---|---|---|---|---|
| Ethic Inc. | 825 | $441.4K | 0.01% | −1,699−67.3% | Reduced |
| Quantitative Investment Management, LLC | 817 | $438.0K | 0.06% | −6,040−88.1% | Reduced |
| Profund Advisors LLC | 814 | $436.5K | 0.02% | −54−6.2% | Reduced |
| Fiduciary Trust Co | 804 | $431.1K | 0.01% | +8+1.0% | Added |
| Impact Partnership Wealth, LLC | 802 | $430.0K | 0.08% | −14−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 800 | $429.0K | 0.01% | −200−20.0% | Reduced |
| Polymer Capital Management (US) LLC | 795 | $426.3K | 0.07% | +795 | New |
| IHT Wealth Management, LLC | 795 | $426.2K | 0.01% | +13+1.7% | Added |
| Gallacher Capital Management LLC | 790 | $423.3K | 0.20% | −348−30.6% | Reduced |
| Counterpoint Mutual Funds LLC | 788 | $422.5K | 0.04% | +788 | New |
| Ronald Blue Trust, Inc. | 784 | $420.4K | 0.00% | −127−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 783 | $420.1K | 0.00% | +13+1.7% | Added |
| F/M Investments LLC | 779 | $417.7K | 0.02% | −796−50.5% | Reduced |
| Capital Performance Advisors LLP | 766 | $410.7K | 0.08% | +766 | New |
| Cambria Investment Management, L.P. | 759 | $407.0K | 0.03% | +19+2.6% | Added |
| Wellington Shields & Co., LLC | 748 | $401.1K | 0.11% | −158−17.4% | Reduced |
| Intrust Bank NA | 744 | $398.9K | 0.04% | −421−36.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 719 | $385.6K | 0.02% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 710 | $380.7K | 0.03% | −88−11.0% | Reduced |
| Sunbelt Securities, Inc. | 895 | $379.5K | 0.03% | −491−35.4% | Reduced |
| Altshuler Shaham Ltd | 706 | $378.6K | 0.01% | +136+23.9% | Added |
| Naviter Wealth, LLC | 700 | $375.3K | 0.05% | 00.0% | Unchanged |
| VGI Partners Ltd | 700 | $375.3K | 0.03% | +700 | New |
| TownSquare Capital, LLC | 699 | $374.8K | 0.04% | −15,997−95.8% | Reduced |
| Skopos Labs, Inc. | 691 | $370.0K | 0.05% | +576+500.9% | Added |
| Atomi Financial Group, Inc. | 690 | $369.8K | 0.01% | +690 | New |
| Vinva Investment Management Ltd | 448 | $367.2K | 0.01% | +448 | New |
| Arcus Capital Partners, LLC | 680 | $364.7K | 0.16% | −35−4.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 674 | $361.0K | 0.05% | −5,316−88.7% | Reduced |
| Gateway Wealth Partners, LLC | 673 | $360.9K | 0.07% | +673 | New |
| Acadian Asset Management LLC | 671 | $359.0K | 0.00% | +502+297.0% | Added |
| Roman Butler Fullerton & Co | 521 | $358.6K | 0.11% | +521 | New |
| waypoint wealth counsel | 660 | $353.9K | 0.18% | +660 | New |
| Optimize Financial Inc | 657 | $352.3K | 0.22% | −4−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 639 | $350.1K | 0.01% | +148+30.1% | Added |
| Dakota Wealth Management | 646 | $346.4K | 0.01% | +12+1.9% | Added |
| City Center Advisors, LLC | 637 | $341.6K | 0.37% | −12−1.8% | Reduced |
| LVW Advisors, LLC | 637 | $341.6K | 0.04% | +637 | New |
| DRW Securities, LLC | 623 | $334.1K | 0.02% | +623 | New |
| Advisor OS, LLC | 614 | $329.3K | 0.03% | +614 | New |
| Johnson Financial Group, Inc. | 614 | $329.2K | 0.01% | +524+582.2% | Added |
| Rafferty Asset Management, LLC | 614 | $329.2K | 0.00% | +614 | New |
| Spire Wealth Management | 612 | $328.1K | 0.01% | −393−39.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 607 | $325.5K | 0.09% | +607 | New |
| Assetmark, Inc | 600 | $321.8K | 0.00% | +291+94.2% | Added |
| AXS Investments LLC | 600 | $321.7K | 0.13% | +600 | New |
| Harvest Investment Services, LLC | 597 | $320.3K | 0.07% | +597 | New |
| OmniStar Financial Group, Inc. | 597 | $320.2K | 0.24% | +597 | New |
| Connecticut Wealth Management, LLC | 590 | $316.4K | 0.02% | +590 | New |
| Balboa Wealth Partners | 588 | $315.3K | 0.06% | +588 | New |
| Simplex Trading, LLC | 586 | $314.0K | 0.01% | −1,281−68.6% | Reduced |
| Waddell & Associates, LLC | 585 | $313.7K | 0.03% | +585 | New |
| EP Wealth Advisors, LLC | 579 | $310.5K | 0.00% | +579 | New |
| MQS Management LLC | 577 | $309.4K | 0.17% | −345−37.4% | Reduced |
| Pinnacle Financial Partners Inc | 575 | $308.3K | 0.01% | −241−29.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 573 | $307.2K | 0.08% | +573 | New |
| Sawgrass Asset Management LLC | 569 | $305.1K | 0.03% | +569 | New |
| NorthRock Partners, LLC | 565 | $303.0K | 0.01% | +565 | New |
| Inscription Capital, LLC | 560 | $300.2K | 0.04% | +560 | New |
| Net Worth Advisory Group | 557 | $298.9K | 0.07% | +557 | New |
| Gsa Capital Partners LLP | 549 | $294.0K | 0.02% | −4,809−89.8% | Reduced |
| Parcion Private Wealth LLC | 546 | $292.8K | 0.02% | +546 | New |
| Maple Capital Management, Inc. | 546 | $292.5K | 0.02% | +546 | New |
| Readystate Asset Management LP | 542 | $290.6K | 0.01% | +542 | New |
| Inceptionr LLC | 538 | $288.5K | 0.07% | +538 | New |
| Parallel Advisors, LLC | 535 | $287.0K | 0.01% | +85+18.9% | Added |
| Glenview Trust Co | 533 | $285.8K | 0.00% | +533 | New |
| Covestor Ltd | 532 | $285.0K | 0.17% | +18+3.5% | Added |
| Bridgefront Capital, LLC | 530 | $284.2K | 0.08% | −825−60.9% | Reduced |
| Transcend Wealth Collective, LLC | 530 | $284.2K | 0.02% | +530 | New |
| United Capital Financial Advisers, LLC | 529 | $283.7K | 0.00% | +529 | New |
| Vident Advisory, LLC | 525 | $281.5K | 0.00% | +525 | New |
| Mindset Wealth Management, LLC | 525 | $281.5K | 0.09% | +525 | New |
| Envestnet Portfolio Solutions, Inc. | 524 | $281.1K | 0.00% | −300−36.4% | Reduced |
| Cresset Asset Management, LLC | 513 | $275.1K | 0.00% | −759−59.7% | Reduced |
| Sigma Planning Corp | 510 | $273.5K | 0.01% | +510 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 510 | $273.5K | 0.00% | −2,046−80.0% | Reduced |
| R Squared Ltd | 506 | $271.3K | 0.15% | −274−35.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 504 | $270.3K | 0.00% | +504 | New |
| Personal Cfo Solutions, LLC | 504 | $270.2K | 0.05% | +504 | New |
| Leeward Financial Partners, LLC | 501 | $268.6K | 0.09% | +501 | New |
| Signaturefd, LLC | 499 | $267.6K | 0.00% | +93+22.9% | Added |
| Davenport & Co LLC | 496 | $266.0K | 0.00% | +496 | New |
| Westover Capital Advisors, LLC | 494 | $264.9K | 0.05% | +494 | New |
| Abel Hall, LLC | 493 | $264.6K | 0.12% | +493 | New |
| Sagespring Wealth Partners, LLC | 481 | $257.8K | 0.01% | +481 | New |
| Wedmont Private Capital | 479 | $256.3K | 0.01% | +479 | New |
| IFP Advisors, Inc | 475 | $254.9K | 0.01% | +38+8.7% | Added |
| Meeder Advisory Services, Inc. | 468 | $251.0K | 0.01% | +468 | New |
| Savant Capital, LLC | 468 | $250.9K | 0.00% | +468 | New |
| Quantum Financial Advisors, LLC | 466 | $249.8K | 0.03% | +466 | New |
| D'Orazio & Associates, Inc. | 464 | $248.7K | 0.04% | +464 | New |
| Jefferies Financial Group Inc. | 462 | $247.7K | 0.00% | +462 | New |
| QRG Capital Management, Inc. | 460 | $246.7K | 0.00% | +460 | New |
| Magnolia Wealth Management, LLC | 450 | $241.3K | 0.16% | +450 | New |
| Retirement Guys Formula LLC | 449 | $240.5K | 0.09% | +449 | New |
| Fidelis Capital Partners, LLC | 345 | $238.2K | 0.02% | +345 | New |
| Kera Capital Partners, Inc. | 440 | $235.9K | 0.05% | +440 | New |
| Claret Asset Management Corp | 434 | $233.0K | 0.03% | +434 | New |
| Mayflower Financial Advisors, LLC | 434 | $232.7K | 0.03% | +434 | New |