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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, Q3 2025

Institutional positions in Comfort Systems USA Inc as of Sep 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
888
+139 vs. Q2 2025
Shares held
33.3M
−2.91K (0.0%) vs. Q2 2025
Total value
$27.5B
+$9.58B (+53.6%) vs. Q2 2025
New holders
211
281 more added
Sold out
72
310 more reduced

6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 888 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 heldQ3 2025: $27.5B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2025.

Institutions holding FIX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph1$00.00%00.0%Unchanged
Raleigh Capital Management Inc.0$70.00%−1−100.0%Reduced
Dunhill Financial, LLC1$6730.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$8250.00%00.0%Unchanged
Wealth Watch Advisors, INC1$8250.00%+1New
South State Corp.1$8260.00%−1−50.0%Reduced
MV Capital Management, Inc.1$8260.00%00.0%Unchanged
American Capital Advisory, LLC1$8260.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC1$8260.00%+1New
Seneschal Advisors, LLC1$8260.00%+1New
Pineridge Advisors LLC1$8280.00%00.0%Unchanged
Turning Point Benefit Group, Inc.1$8340.00%+1New
Montag A & Associates Inc1$1.04K0.00%+1New
Park Place Capital Corp2$1.65K0.00%+2New
Quaker Wealth Management, LLC2$1.65K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2$1.65K0.00%00.0%Unchanged
PEAK6 LLC2$1.74K0.00%+1+100.0%Added
Picton Mahoney Asset Management3$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC2$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc3$2.00K0.00%+3New
Kilter Group LLC3$2.48K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2.48K0.00%00.0%Unchanged
Rialto Wealth Management, LLC3$2.48K0.00%+1+50.0%Added
Raffa Wealth Management, LLC3$2.48K0.00%+3New
Clayton Financial Group LLC3$2.48K0.00%+3New
Retirement Wealth Solutions LLC3$2.48K0.00%+3New
Transce3nd, LLC7$2.74K0.02%−185−96.4%Reduced
Bay Harbor Wealth Management, LLC4$3.30K0.00%+1+33.3%Added
Webster Bank, N. A.4$3.30K0.00%00.0%Unchanged
Cromwell Holdings LLC4$3.30K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$3.30K0.00%+1+33.3%Added
Cape Investment Advisory, Inc.4$3.30K0.00%+4New
Sachetta, LLC4$3.30K0.00%+4New
Westfuller Advisors, LLC5$3.89K0.00%+5New
Hughes Financial Services, LLC4$3.90K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC5$4.13K0.00%−1−16.7%Reduced
Prestige Wealth Management Group LLC5$4.13K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$4.13K0.00%00.0%Unchanged
Marquette Asset Management, LLC5$4.13K0.00%+5New
Guerra Advisors Inc5$4.13K0.00%+5New
Colonial Trust Co6$4.95K0.00%−6−50.0%Reduced
Bogart Wealth, LLC7$5.78K0.00%+1+16.7%Added
Accent Capital Management, LLC7$5.78K0.00%+7New
TD Waterhouse Canada Inc.7$5.84K0.00%+7New
Cloud Capital Management, LLC8$6.00K0.00%+8New
Leonteq Securities AG8$6.60K0.00%−24−75.0%Reduced
Activest Wealth Management8$6.60K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp8$6.60K0.00%+8New
Wolff Wiese Magana LLC8$6.60K0.00%+8New
DiNuzzo Private Wealth, Inc.10$7.03K0.00%00.0%Unchanged
CoreCap Advisors, LLC9$7.43K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.9$7.43K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC9$7.43K0.00%00.0%Unchanged
Bare Financial Services, Inc9$7.43K0.00%+1+12.5%Added
UMA Financial Services, Inc.9$7.43K0.00%+2+28.6%Added
Vermillion & White Wealth Management Group, LLC10$8.25K0.00%−20−66.7%Reduced
Albion Financial Group10$8.25K0.00%+6+150.0%Added
Cornerstone Planning Group LLC9$8.68K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$9.00K0.00%−51−82.3%Reduced
Atlantic Trust, LLC11$9.08K0.00%00.0%Unchanged
Ancora Advisors, LLC11$9.08K0.00%00.0%Unchanged
High Note Wealth, LLC11$9.08K0.00%00.0%Unchanged
Heritage Wealth Advisors12$9.55K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC12$9.90K0.00%+12New
Main Street Group, LTD13$10.7K0.00%+13New
Private Wealth Management Group, LLC14$11.6K0.00%−2−12.5%Reduced
Pittenger & Anderson Inc14$11.6K0.00%+6+75.0%Added
Avalon Trust Co16$13.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$13.2K0.00%00.0%Unchanged
Toronto Dominion Bank17$14.0K0.00%+17New
Fortitude Family Office, LLC18$14.9K0.00%+2+12.5%Added
Manchester Capital Management LLC18$14.9K0.00%00.0%Unchanged
JPL Wealth Management, LLC18$14.9K0.00%+18New
American National Bank23$19.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.26$21.5K0.00%+26New
ORG Partners LLC27$22.3K0.00%+27New
Foster Dykema Cabot & Partners, LLC27$22.3K0.00%00.0%Unchanged
Optiver Holding B.V.28$23.1K0.00%−44−61.1%Reduced
Salomon & Ludwin, LLC29$23.7K0.00%+29New
Darwin Advisors, LLC30$24.8K0.01%00.0%Unchanged
Ameriflex Group, Inc.30$24.8K0.01%+15+100.0%Added
Quent Capital, LLC30$24.8K0.00%+30New
Toth Financial Advisory Corp30$24.8K0.00%+30New
Bell Investment Advisors, Inc31$25.6K0.00%+1+3.3%Added
Farmers & Merchants Investments Inc31$25.6K0.00%+2+6.9%Added
St Germain D J Co Inc33$27.2K0.00%00.0%Unchanged
Clark Wealth Partners30$28.0K0.02%−50−62.5%Reduced
JFS Wealth Advisors, LLC34$28.1K0.00%00.0%Unchanged
NBC Securities, Inc.37$30.5K0.00%00.0%Unchanged
Eastern Bank37$30.5K0.00%+37New
Hemington Wealth Management50$41.0K0.01%+5+11.1%Added
Financial Life Planners50$41.5K0.03%+50New
Sterling Capital Management LLC53$43.7K0.00%00.0%Unchanged
Avion Wealth57$47.0K0.01%+54+1,800.0%Added
Sound Income Strategies, LLC57$47.6K0.00%00.0%Unchanged
Anchor Investment Management, LLC59$48.7K0.00%00.0%Unchanged
Wexford Capital LP64$52.8K0.02%+64New
Crewe Advisors LLC64$52.8K0.01%+42+190.9%Added
Private Trust Co NA66$54.5K0.00%−16−19.5%Reduced