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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 9 | $6.23K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 12 | $6.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $5.90K | 0.00% | +11 | New |
| Ancora Advisors, LLC | 11 | $5.90K | 0.00% | +11 | New |
| High Note Wealth, LLC | 11 | $5.90K | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 11 | $5.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $5.36K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $5.36K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 9 | $4.83K | 0.00% | −1−10.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $4.83K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $4.83K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $4.83K | 0.00% | +5+125.0% | Added |
| Activest Wealth Management | 8 | $4.29K | 0.00% | +8 | New |
| Pittenger & Anderson Inc | 8 | $4.29K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $4.29K | 0.00% | +2+33.3% | Added |
| UMA Financial Services, Inc. | 7 | $3.75K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 6 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $3.22K | 0.00% | +3+100.0% | Added |
| Hughes Financial Services, LLC | 4 | $2.76K | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 5 | $2.68K | 0.00% | −4−44.4% | Reduced |
| Center for Financial Planning, Inc. | 5 | $2.68K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $2.68K | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $2.68K | 0.00% | +5 | New |
| Albion Financial Group | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4 | $2.15K | 0.00% | +4 | New |
| Arlington Trust Co LLC | 4 | $2.15K | 0.00% | +4 | New |
| Picton Mahoney Asset Management | 3 | $2.00K | 0.00% | −3,889−99.9% | Reduced |
| HHM Wealth Advisors, LLC | 3 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $1.61K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.61K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $1.61K | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 3 | $1.61K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.61K | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $1.61K | 0.00% | +2+200.0% | Added |
| South State Corp. | 2 | $1.07K | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $1.07K | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $1.07K | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $1.07K | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $1.07K | 0.00% | +2 | New |
| Proathlete Wealth Management LLC | 2 | $1.07K | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 LLC | 1 | $571 | 0.00% | −8,610−100.0% | Reduced |
| Pineridge Advisors LLC | 1 | $538 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $537 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $537 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $537 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $537 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $536 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $536 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $437 | 0.00% | +1 | New |
| Kiker Wealth Management, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −51,254−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −47,243−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −42,769−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,575−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −19,040−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −16,913−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,539−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −14,498−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,845−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,823−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,252−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,324−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Capital Management Associates | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −8−100.0% | Sold out |