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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.

Institutional holdersQ2 2025: 755 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ2 2025: $18.1B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morris Financial Concepts, Inc.430$230.6K0.09%+430New
Canandaigua National Bank & Trust Co429$230.0K0.02%+429New
Financial Engines Advisors L.L.C.425$228.0K0.00%+425New
Greenleaf Trust422$226.3K0.00%+422New
VisionPoint Advisory Group, LLC412$220.9K0.05%+412New
Fi3 FINANCIAL ADVISORS, LLC412$220.9K0.08%+412New
Walker Asset Management, LLC410$219.7K0.13%+410New
Gen-Wealth Partners Inc406$217.7K0.08%00.0%Unchanged
Oppenheimer & Co Inc403$216.1K0.00%+403New
Full Sail Capital, LLC402$215.6K0.01%+402New
Fiduciary Planning LLC400$214.5K0.07%+400New
Equitable Holdings, Inc.399$213.9K0.00%+399New
American Trust390$209.1K0.02%+390New
Old National Bancorp388$208.0K0.00%+388New
Farringdon Capital, Ltd.388$208.0K0.07%+388New
Bellecapital International Ltd.387$207.5K0.04%+387New
True Wealth Design, LLC385$206.4K0.07%+112+41.0%Added
GK Wealth Management LLC384$206.1K0.20%+384New
OP Asset Management Ltd381$204.3K0.00%−1,237−76.5%Reduced
Private Client Services, LLC377$202.2K0.08%−1,515−80.1%Reduced
First Washington CORP376$201.6K0.06%+376New
Cooper Financial Group374$200.5K0.02%+374New
SBI Securities Co., Ltd.372$199.5K0.01%−71−16.0%Reduced
Erste Asset Management GmbH372$199.0K0.00%+372New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.361$194.0K0.00%+361New
Globeflex Capital L P347$186.1K0.02%00.0%Unchanged
AdvisorNet Financial, Inc341$182.8K0.01%00.0%Unchanged
Quarry LP314$168.4K0.04%−202−39.1%Reduced
Employees Retirement System of Texas293$157.0K0.00%+293New
Princeton Global Asset Management LLC275$147.5K0.03%+275New
Archer Investment Corp270$144.8K0.03%+20+8.0%Added
Hantz Financial Services, Inc.266$143.0K0.00%+236+786.7%Added
Mirae Asset Global ETFs Holdings Ltd.264$141.6K0.00%+264New
Thurston, Springer, Miller, Herd & Titak, Inc.246$132.0K0.02%+50+25.5%Added
Coston, McIsaac & Partners232$124.0K0.03%00.0%Unchanged
Harbour Investments, Inc.227$121.5K0.00%+1+0.4%Added
Huntington National Bank211$113.1K0.00%−60−22.1%Reduced
Reyes Financial Architecture, Inc.208$111.5K0.10%−143−40.7%Reduced
Parkside Financial Bank & Trust202$108.3K0.01%00.0%Unchanged
Massmutual Trust Co FSB199$106.7K0.00%+22+12.4%Added
Transce3nd, LLC192$104.2K0.04%+22+12.9%Added
Gitterman Wealth Management, LLC194$104.1K0.02%+194New
MAI Capital Management185$99.3K0.00%+145+362.5%Added
Mirae Asset Global Investments Co., Ltd.173$92.8K0.00%+173New
Capco Asset Management, LLC145$77.8K0.02%+145New
Global Retirement Partners, LLC139$74.4K0.00%+139New
Mount Yale Investment Advisors, LLC128$68.6K0.01%+128New
Maseco LLP119$64.0K0.00%+119New
Smartleaf Asset Management LLC119$63.7K0.01%+6+5.3%Added
Cullen/Frost Bankers, Inc.115$61.7K0.00%+87+310.7%Added
Rothschild Investment LLC115$61.7K0.00%−5−4.2%Reduced
Tradewinds Capital Management, LLC113$60.6K0.02%+31+37.8%Added
Headlands Technologies LLC111$59.5K0.01%−3,434−96.9%Reduced
V-Square Quantitative Management LLC108$57.9K0.01%−60−35.7%Reduced
Versant Capital Management, Inc104$55.8K0.01%+4+4.0%Added
Byrne Asset Management LLC100$53.6K0.04%00.0%Unchanged
Stone House Investment Management, LLC96$51.5K0.01%00.0%Unchanged
Solstein Capital, LLC84$45.0K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd83$44.5K0.00%00.0%Unchanged
Private Trust Co NA82$44.0K0.00%−21−20.4%Reduced
Rise Advisors, LLC82$43.8K0.02%+4+5.1%Added
Barrett & Company, Inc.80$42.9K0.02%00.0%Unchanged
Clark Wealth Partners80$42.9K0.03%00.0%Unchanged
Optiver Holding B.V.72$38.6K0.00%+42+140.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$37.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc62$33.2K0.00%−43−41.0%Reduced
Anchor Investment Management, LLC59$31.6K0.00%−35−37.2%Reduced
Sound Income Strategies, LLC57$30.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.44$29.5K0.00%+30+214.3%Added
Sterling Capital Management LLC53$28.4K0.00%−66−55.5%Reduced
Ameritas Advisory Services, LLC51$27.3K0.00%+51New
CarsonAllaria Wealth Management, Ltd.50$26.8K0.01%00.0%Unchanged
Hemington Wealth Management45$24.0K0.00%+17+60.7%Added
Park Square Financial Group, LLC40$21.4K0.02%00.0%Unchanged
NBC Securities, Inc.37$19.0K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division35$18.8K0.00%+35New
JFS Wealth Advisors, LLC34$18.2K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC25$18.0K0.01%+25New
St Germain D J Co Inc33$17.7K0.00%00.0%Unchanged
Leonteq Securities AG32$17.2K0.00%−214−87.0%Reduced
Bell Investment Advisors, Inc30$16.1K0.00%+1+3.4%Added
Darwin Advisors, LLC30$16.1K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC30$16.1K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC30$16.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc29$15.6K0.00%+3+11.5%Added
Foster Dykema Cabot & Partners, LLC27$14.5K0.00%00.0%Unchanged
Larson Financial Group LLC26$13.9K0.00%−9−25.7%Reduced
American National Bank23$12.3K0.00%00.0%Unchanged
Crewe Advisors LLC22$11.8K0.00%00.0%Unchanged
Ridgewood Investments LLC22$11.8K0.01%00.0%Unchanged
First Horizon Advisors, Inc.21$11.3K0.00%00.0%Unchanged
NewSquare Capital LLC19$10.2K0.00%+8+72.7%Added
Manchester Capital Management LLC18$9.65K0.00%00.0%Unchanged
Avalon Trust Co16$8.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC16$8.58K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$8.58K0.00%+10+166.7%Added
Fortitude Family Office, LLC16$8.58K0.00%+16New
Ameriflex Group, Inc.15$7.74K0.00%00.0%Unchanged
Rakuten Securities, Inc.14$7.51K0.00%−146−91.3%Reduced
Colonial Trust Co12$6.43K0.00%00.0%Unchanged