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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 591 | $487.7K | 0.01% | −244−29.2% | Reduced |
| Gibbs Wealth Management | 592 | $488.5K | 0.11% | −432−42.2% | Reduced |
| Keebeck Wealth Management, LLC | 593 | $489.3K | 0.06% | −566−48.8% | Reduced |
| Equitable Holdings, Inc. | 594 | $490.2K | 0.00% | +195+48.9% | Added |
| Spirepoint Private Client, LLC | 595 | $491.0K | 0.05% | +595 | New |
| AXS Investments LLC | 600 | $495.1K | 0.16% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 605 | $499.2K | 0.01% | −345−36.3% | Reduced |
| Delta Investment Management, LLC | 605 | $499.2K | 0.09% | +605 | New |
| Rothschild Investment LLC | 605 | $499.3K | 0.03% | +490+426.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 607 | $500.9K | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 608 | $501.7K | 0.00% | −6−1.0% | Reduced |
| Perigon Wealth Management, LLC | 621 | $512.4K | 0.01% | +621 | New |
| Shell Asset Management Co | 625 | $516.0K | 0.05% | −885−58.6% | Reduced |
| IFP Advisors, Inc | 627 | $517.4K | 0.01% | +152+32.0% | Added |
| Hantz Financial Services, Inc. | 632 | $522.0K | 0.01% | +366+137.6% | Added |
| Pitcairn Co | 635 | $524.0K | 0.04% | −712−52.9% | Reduced |
| LVW Advisors, LLC | 638 | $526.5K | 0.05% | +1+0.2% | Added |
| Aviva PLC | 639 | $527.3K | 0.00% | −327−33.9% | Reduced |
| Roman Butler Fullerton & Co | 524 | $529.3K | 0.14% | +3+0.6% | Added |
| Inceptionr LLC | 645 | $532.2K | 0.13% | +107+19.9% | Added |
| Gallacher Capital Management LLC | 647 | $533.5K | 0.21% | −143−18.1% | Reduced |
| Ronald Blue Trust, Inc. | 655 | $540.5K | 0.01% | −129−16.5% | Reduced |
| Transcend Wealth Collective, LLC | 655 | $540.5K | 0.04% | +125+23.6% | Added |
| Transamerica Financial Advisors, Inc. | 666 | $548.8K | 0.05% | +666 | New |
| Gateway Wealth Partners, LLC | 672 | $554.6K | 0.07% | −1−0.1% | Reduced |
| Parcion Private Wealth LLC | 686 | $566.1K | 0.04% | +140+25.6% | Added |
| Greenwood Capital Associates LLC | 687 | $566.9K | 0.07% | −690−50.1% | Reduced |
| Bridgefront Capital, LLC | 692 | $571.0K | 0.17% | +162+30.6% | Added |
| Creative Financial Designs Inc | 692 | $571.3K | 0.04% | −213−23.5% | Reduced |
| United Capital Financial Advisers, LLC | 700 | $577.6K | 0.00% | +171+32.3% | Added |
| Intrust Bank NA | 703 | $580.1K | 0.05% | −41−5.5% | Reduced |
| Naviter Wealth, LLC | 703 | $580.1K | 0.07% | +3+0.4% | Added |
| Ossiam | 711 | $586.7K | 0.01% | +711 | New |
| Spire Wealth Management | 711 | $586.8K | 0.02% | +99+16.2% | Added |
| Vestmark Advisory Solutions, Inc. | 716 | $590.8K | 0.01% | +716 | New |
| Dorsey & Whitney Trust CO LLC | 720 | $594.4K | 0.03% | +1+0.1% | Added |
| Atomi Financial Group, Inc. | 725 | $598.3K | 0.02% | +35+5.1% | Added |
| Jackson Thornton Asset Management, LLC | 726 | $613.2K | 0.06% | +726 | New |
| R Squared Ltd | 745 | $614.8K | 0.26% | +239+47.2% | Added |
| Applied Finance Capital Management, LLC | 751 | $619.7K | 0.04% | −115−13.3% | Reduced |
| Chase Investment Counsel Corp | 755 | $623.0K | 0.18% | +755 | New |
| Summit Trail Advisors, LLC | 758 | $625.5K | 0.01% | +758 | New |
| West Michigan Advisors, LLC | 758 | $625.5K | 0.15% | +758 | New |
| IHT Wealth Management, LLC | 773 | $637.8K | 0.02% | −22−2.8% | Reduced |
| Fiduciary Trust Co | 781 | $644.2K | 0.01% | −23−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 781 | $644.5K | 0.04% | +781 | New |
| Impact Partnership Wealth, LLC | 784 | $646.9K | 0.10% | −18−2.2% | Reduced |
| F/M Investments LLC | 784 | $646.9K | 0.02% | +5+0.6% | Added |
| Waddell & Associates, LLC | 789 | $651.1K | 0.06% | +204+34.9% | Added |
| Verdence Capital Advisors LLC | 675 | $659.4K | 0.04% | −439−39.4% | Reduced |
| waypoint wealth counsel | 803 | $662.6K | 0.26% | +143+21.7% | Added |
| CTC Alternative Strategies, Ltd. | 811 | $669.2K | 1.12% | +811 | New |
| Northwestern Mutual Wealth Management Co | 814 | $672.1K | 0.00% | +31+4.0% | Added |
| Quest Partners LLC | 817 | $674.2K | 0.04% | −2,420−74.8% | Reduced |
| Capital Performance Advisors LLP | 817 | $674.2K | 0.11% | +51+6.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 818 | $675.0K | 0.03% | −26−3.1% | Reduced |
| AE Wealth Management LLC | 823 | $679.3K | 0.00% | −22−2.6% | Reduced |
| Profund Advisors LLC | 824 | $679.9K | 0.02% | +10+1.2% | Added |
| Principal Securities, Inc. | 826 | $681.6K | 0.01% | −105−11.3% | Reduced |
| STRS Ohio | 832 | $686.5K | 0.00% | −1,770−68.0% | Reduced |
| Point72 Europe (London) LLP | 835 | $689.0K | 0.04% | +835 | New |
| Syon Capital LLC | 849 | $700.6K | 0.04% | −33−3.7% | Reduced |
| Catalyst Capital Advisors LLC | 850 | $701.4K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 850 | $701.4K | 0.02% | −128−13.1% | Reduced |
| State of Wyoming | 851 | $702.2K | 0.08% | −42−4.7% | Reduced |
| Sym Financial Corp | 866 | $714.6K | 0.08% | +8+0.9% | Added |
| DRW Securities, LLC | 872 | $719.2K | 0.04% | +249+40.0% | Added |
| BayBridge Capital Group, LLC | 874 | $721.3K | 0.46% | −551−38.7% | Reduced |
| Boston Trust Walden Corp | 875 | $722.0K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 880 | $726.2K | 0.07% | −20−2.2% | Reduced |
| Wellington Shields & Co., LLC | 884 | $729.5K | 0.19% | +136+18.2% | Added |
| Hollencrest Capital Management | 891 | $735.2K | 0.03% | +891 | New |
| Scientech Research LLC | 891 | $735.2K | 0.26% | +891 | New |
| Ballentine Partners, LLC | 898 | $741.0K | 0.01% | +19+2.2% | Added |
| Blair William & Co | 906 | $747.2K | 0.00% | −394−30.3% | Reduced |
| Ariadne Wealth Management, LP | 832 | $747.2K | 0.33% | +5+0.6% | Added |
| Three Seasons Wealth, LLC | 917 | $756.7K | 0.08% | +917 | New |
| National Bank of Canada | 919 | $757.8K | 0.00% | −270−22.7% | Reduced |
| Soltis Investment Advisors LLC | 921 | $759.8K | 0.05% | +21+2.3% | Added |
| Caerus Investment Advisors, LLC | 929 | $766.6K | 0.31% | +929 | New |
| Ethic Inc. | 929 | $766.6K | 0.01% | +104+12.6% | Added |
| Harvest Fund Management Co., Ltd | 932 | $769.0K | 0.03% | +96+11.5% | Added |
| Sound View Wealth Advisors Group, LLC | 938 | $774.0K | 0.05% | +1+0.1% | Added |
| National Asset Management, Inc. | 939 | $775.1K | 0.04% | −3−0.3% | Reduced |
| J2 Capital Management Inc | 957 | $789.7K | 0.59% | −572−37.4% | Reduced |
| Retireful, LLC | 961 | $793.0K | 0.77% | −399−29.3% | Reduced |
| Altshuler Shaham Ltd | 963 | $794.6K | 0.01% | +257+36.4% | Added |
| Kingswood Wealth Advisors, LLC | 964 | $795.5K | 0.05% | +254+35.8% | Added |
| BTC Capital Management, Inc. | 975 | $804.5K | 0.06% | −292−23.0% | Reduced |
| KBC Group NV | 975 | $805.0K | 0.00% | 00.0% | Unchanged |
| Mount Lucas Management LP | 983 | $811.2K | 0.37% | −74−7.0% | Reduced |
| Locust Wood Capital Advisers, LLC | 990 | $816.9K | 0.02% | −1,140−53.5% | Reduced |
| Mezzasalma Advisors, LLC | 999 | $824.4K | 0.21% | +115+13.0% | Added |
| Cannon Global Investment Management, LLC | 1,000 | $825.2K | 2.08% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,006 | $830.1K | 0.05% | +247+32.5% | Added |
| Centiva Capital, LP | 1,013 | $835.9K | 0.08% | +1,013 | New |
| PFG Advisors | 1,014 | $836.8K | 0.03% | −484−32.3% | Reduced |
| Simplex Trading, LLC | 1,017 | $839.0K | 0.02% | +431+73.5% | Added |
| Susquehanna Fundamental Investments, LLC | 1,018 | $840.0K | 0.03% | −94,210−98.9% | Reduced |
| Holderness Investments Co | 1,020 | $841.7K | 0.17% | +194+23.5% | Added |