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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 335 | $276.4K | 0.01% | +335 | New |
| RSM US Wealth Management LLC | 340 | $280.2K | 0.00% | +340 | New |
| Balboa Wealth Partners | 346 | $285.5K | 0.05% | −242−41.2% | Reduced |
| Spears Abacus Advisors LLC | 353 | $291.3K | 0.01% | +353 | New |
| Symphony Financial, Ltd. Co. | 357 | $293.8K | 0.04% | +357 | New |
| Quarry LP | 359 | $296.2K | 0.07% | +45+14.3% | Added |
| Marks Group Wealth Management, Inc | 361 | $297.5K | 0.03% | +361 | New |
| Proficio Capital Partners LLC | 361 | $297.9K | 0.02% | −766−68.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 364 | $300.0K | 0.00% | +3+0.8% | Added |
| World Equity Group, Inc. | 366 | $302.0K | 0.07% | +366 | New |
| Mount Yale Investment Advisors, LLC | 367 | $302.9K | 0.02% | +239+186.7% | Added |
| Citizens Financial Group Inc | 367 | $302.9K | 0.00% | +367 | New |
| Northwest Wealth Management, LLC | 368 | $303.7K | 0.05% | +368 | New |
| Ewa, LLC | 369 | $304.8K | 0.08% | +369 | New |
| Prospera Financial Services Inc | 371 | $306.2K | 0.01% | +371 | New |
| Cooper Financial Group | 373 | $307.8K | 0.03% | −1−0.3% | Reduced |
| QTR Family Wealth, LLC | 373 | $307.8K | 0.15% | +373 | New |
| Ausdal Financial Partners, Inc. | 374 | $308.5K | 0.02% | +374 | New |
| Johnson Financial Group, Inc. | 375 | $309.4K | 0.01% | −239−38.9% | Reduced |
| Gitterman Wealth Management, LLC | 375 | $309.6K | 0.07% | +181+93.3% | Added |
| Sagespring Wealth Partners, LLC | 376 | $309.9K | 0.01% | −105−21.8% | Reduced |
| First Washington CORP | 376 | $310.3K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 379 | $312.7K | 0.05% | +379 | New |
| Arkadios Wealth Advisors | 383 | $316.1K | 0.01% | +383 | New |
| Fisher Asset Management, LLC | 383 | $316.4K | 0.00% | +383 | New |
| Old National Bancorp | 384 | $316.9K | 0.01% | −4−1.0% | Reduced |
| Jag Capital Management, LLC | 386 | $318.5K | 0.03% | +386 | New |
| Bellecapital International Ltd. | 387 | $319.3K | 0.05% | 00.0% | Unchanged |
| American Trust | 395 | $325.9K | 0.03% | +5+1.3% | Added |
| Sawgrass Asset Management LLC | 400 | $330.1K | 0.04% | −169−29.7% | Reduced |
| Fidelis Capital Partners, LLC | 400 | $330.1K | 0.03% | +55+15.9% | Added |
| Fiduciary Planning LLC | 400 | $330.1K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 403 | $332.5K | 0.00% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 404 | $333.8K | 0.00% | +404 | New |
| Gen-Wealth Partners Inc | 406 | $335.0K | 0.11% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 410 | $338.3K | 0.19% | 00.0% | Unchanged |
| Glenview Trust Co | 411 | $339.1K | 0.01% | −122−22.9% | Reduced |
| Essex Financial Services, Inc. | 411 | $339.1K | 0.02% | +411 | New |
| Walleye Capital LLC | 416 | $343.3K | 0.00% | −3,281−88.7% | Reduced |
| Armis Advisers, LLC | 352 | $344.1K | 0.03% | +352 | New |
| Meeder Advisory Services, Inc. | 419 | $345.8K | 0.02% | −49−10.5% | Reduced |
| Financial Engines Advisors L.L.C. | 424 | $349.9K | 0.00% | −1−0.2% | Reduced |
| Claret Asset Management Corp | 428 | $353.0K | 0.04% | −6−1.4% | Reduced |
| Modern Wealth Management, LLC | 434 | $358.3K | 0.01% | +434 | New |
| Aptus Capital Advisors, LLC | 436 | $359.8K | 0.00% | −31,725−98.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 440 | $363.1K | 0.12% | +28+6.8% | Added |
| OmniStar Financial Group, Inc. | 445 | $367.4K | 0.22% | −152−25.5% | Reduced |
| Skopos Labs, Inc. | 690 | $368.6K | 0.05% | −1−0.1% | Reduced |
| Optimize Financial Inc | 447 | $368.9K | 0.19% | −210−32.0% | Reduced |
| Magnolia Wealth Management, LLC | 450 | $371.3K | 0.23% | 00.0% | Unchanged |
| Lido Advisors, LLC | 452 | $373.0K | 0.00% | +452 | New |
| Optimist Retirement Group LLC | 454 | $374.6K | 0.17% | +454 | New |
| EntryPoint Capital, LLC | 460 | $379.6K | 0.15% | +460 | New |
| D'Orazio & Associates, Inc. | 463 | $381.9K | 0.05% | −1−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 466 | $384.4K | 0.05% | 00.0% | Unchanged |
| Baader Bank INC | 759 | $387.2K | 0.03% | +759 | New |
| Roundview Capital LLC | 472 | $389.5K | 0.02% | +472 | New |
| True Wealth Design, LLC | 473 | $390.3K | 0.12% | +88+22.9% | Added |
| Abel Hall, LLC | 477 | $394.0K | 0.16% | −16−3.2% | Reduced |
| Davenport & Co LLC | 478 | $394.6K | 0.00% | −18−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 480 | $396.1K | 0.00% | −24−4.8% | Reduced |
| CAPROCK Group, Inc. | 566 | $398.5K | 0.01% | +566 | New |
| Keebeck Alpha, LP | 487 | $401.9K | 0.56% | −364−42.8% | Reduced |
| Savant Capital, LLC | 487 | $401.9K | 0.00% | +19+4.1% | Added |
| Wedmont Private Capital | 497 | $405.9K | 0.02% | +18+3.8% | Added |
| Semanteon Capital Management, LP | 492 | $406.0K | 0.51% | +492 | New |
| Covestor Ltd | 491 | $406.0K | 0.22% | −41−7.7% | Reduced |
| Mindset Wealth Management, LLC | 500 | $412.6K | 0.11% | −25−4.8% | Reduced |
| City Center Advisors, LLC | 500 | $412.6K | 0.40% | −137−21.5% | Reduced |
| Aigen Investment Management, LP | 502 | $414.2K | 0.06% | +502 | New |
| Fulton Bank, N.A. | 505 | $416.7K | 0.01% | +505 | New |
| Envestnet Portfolio Solutions, Inc. | 505 | $417.0K | 0.00% | −19−3.6% | Reduced |
| SkyOak Wealth, LLC | 507 | $418.4K | 0.08% | −354−41.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 519 | $428.3K | 0.10% | +519 | New |
| Greenleaf Trust | 519 | $428.3K | 0.00% | +97+23.0% | Added |
| Candriam Luxembourg S.C.A. | 522 | $430.7K | 0.00% | +522 | New |
| Pinnacle Financial Partners Inc | 526 | $434.0K | 0.01% | −49−8.5% | Reduced |
| Westover Capital Advisors, LLC | 526 | $434.0K | 0.08% | +32+6.5% | Added |
| Brown Miller Wealth Management, LLC | 526 | $434.0K | 0.12% | +526 | New |
| Axxcess Wealth Management, LLC | 526 | $434.0K | 0.01% | +526 | New |
| Leeward Financial Partners, LLC | 534 | $440.6K | 0.13% | +33+6.6% | Added |
| Signaturefd, LLC | 538 | $443.9K | 0.01% | +39+7.8% | Added |
| Net Worth Advisory Group | 538 | $444.0K | 0.13% | −19−3.4% | Reduced |
| Snowden Capital Advisors LLC | 539 | $444.8K | 0.01% | +539 | New |
| Cresset Asset Management, LLC | 539 | $444.8K | 0.00% | +26+5.1% | Added |
| Parallel Advisors, LLC | 542 | $447.4K | 0.01% | +7+1.3% | Added |
| Pinebridge Investments, L.P. | 547 | $451.4K | 0.00% | −12,433−95.8% | Reduced |
| Advisor OS, LLC | 549 | $453.1K | 0.04% | −65−10.6% | Reduced |
| Kera Capital Partners, Inc. | 552 | $455.5K | 0.07% | +112+25.5% | Added |
| Machina Capital S.A.S. | 554 | $457.1K | 0.08% | +554 | New |
| Inscription Capital, LLC | 559 | $461.5K | 0.05% | −1−0.2% | Reduced |
| Liberty One Investment Management, LLC | 561 | $462.9K | 0.03% | +561 | New |
| Summit Wealth Group LLC | 2,721 | $463.7K | 0.06% | +2,721 | New |
| VisionPoint Advisory Group, LLC | 571 | $471.2K | 0.09% | +159+38.6% | Added |
| Voleon Capital Management LP | 571 | $471.2K | 0.01% | +571 | New |
| Personal Cfo Solutions, LLC | 573 | $472.8K | 0.08% | +69+13.7% | Added |
| SBI Securities Co., Ltd. | 585 | $482.7K | 0.01% | +213+57.3% | Added |
| Sigma Planning Corp | 588 | $485.5K | 0.01% | +78+15.3% | Added |
| Connecticut Wealth Management, LLC | 590 | $486.9K | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 590 | $486.9K | 0.03% | +188+46.8% | Added |