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 |
|---|---|---|---|---|---|
| Kaufman Rossin Wealth, LLC | 1,024 | $845.0K | 0.46% | +53+5.5% | Added |
| QRG Capital Management, Inc. | 1,025 | $845.9K | 0.01% | +565+122.8% | Added |
| Umb Bank N A | 1,045 | $862.3K | 0.01% | −47−4.3% | Reduced |
| JT Stratford LLC | 1,049 | $865.6K | 0.12% | +1,049 | New |
| O'Neil Global Advisors, Inc. | 1,053 | $869.0K | 0.16% | +1,053 | New |
| NorthRock Partners, LLC | 1,061 | $875.5K | 0.02% | +496+87.8% | Added |
| Petra Financial Advisors Inc | 1,075 | $886.8K | 0.52% | +30+2.9% | Added |
| Trust Point Inc. | 1,078 | $889.5K | 0.07% | +72+7.2% | Added |
| Everence Capital Management Inc | 1,080 | $891.0K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,098 | $906.0K | 0.07% | −375−25.5% | Reduced |
| Chicago Partners Investment Group LLC | 937 | $919.2K | 0.02% | +298+46.6% | Added |
| GAMMA Investing LLC | 1,116 | $920.9K | 0.05% | +108+10.7% | Added |
| CIBC Asset Management Inc | 1,118 | $922.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,140 | $940.8K | 0.04% | +219+23.8% | Added |
| Bayesian Capital Management, LP | 1,141 | $941.5K | 0.19% | +1,141 | New |
| Hanlon Investment Management, Inc. | 1,158 | $955.6K | 0.57% | +1,158 | New |
| Integrated Quantitative Investments LLC | 1,159 | $956.4K | 0.27% | −925−44.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,170 | $965.5K | 0.04% | −47−3.9% | Reduced |
| Portside Wealth Group, LLC | 1,175 | $969.9K | 0.13% | −246−17.3% | Reduced |
| Commerce Bank | 1,187 | $979.5K | 0.01% | −13−1.1% | Reduced |
| Katamaran Capital LLP | 1,205 | $994.3K | 0.91% | +254+26.7% | Added |
| Jump Financial, LLC | 1,216 | $1.00M | 0.01% | +1,216 | New |
| LGT Group Foundation | 1,204 | $1.00M | 0.01% | +350+41.0% | Added |
| Clearstead Advisors, LLC | 1,218 | $1.01M | 0.01% | +177+17.0% | Added |
| Kingsview Wealth Management, LLC | 1,239 | $1.02M | 0.02% | −116−8.6% | Reduced |
| denkapparat Operations GmbH | 1,246 | $1.03M | 0.66% | +308+32.8% | Added |
| Belpointe Asset Management LLC | 1,256 | $1.04M | 0.04% | +13+1.0% | Added |
| Shelton Capital Management | 1,258 | $1.04M | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,266 | $1.04M | 0.29% | +187+17.3% | Added |
| Strid Group, LLC | 1,271 | $1.05M | 0.13% | −500−28.2% | Reduced |
| HighPoint Advisor Group LLC | 1,273 | $1.05M | 0.05% | −28−2.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,285 | $1.06M | 0.02% | −245−16.0% | Reduced |
| Venturi Wealth Management, LLC | 1,293 | $1.07M | 0.05% | −642−33.2% | Reduced |
| HMS Capital Management, LLC | 1,304 | $1.08M | 0.45% | −49−3.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.08M | 0.06% | 00.0% | Unchanged |
| Encompass More Asset Management | 1,313 | $1.08M | 0.21% | −459−25.9% | Reduced |
| Fortress Financial Solutions, LLC | 1,313 | $1.08M | 1.18% | −28−2.1% | Reduced |
| OP Asset Management Ltd | 1,316 | $1.09M | 0.01% | +935+245.4% | Added |
| Precision Wealth Strategies, LLC | 1,317 | $1.09M | 0.35% | +67+5.4% | Added |
| Strategic Blueprint, LLC | 1,319 | $1.09M | 0.05% | +1,319 | New |
| Ifrah Financial Services, Inc. | 1,322 | $1.09M | 0.28% | −307−18.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,329 | $1.10M | 0.01% | −323−19.6% | Reduced |
| Resources Investment Advisors, LLC. | 1,373 | $1.13M | 0.01% | −50−3.5% | Reduced |
| Verus Capital Partners, LLC | 1,397 | $1.15M | 0.09% | −40−2.8% | Reduced |
| Point72 Hong Kong Ltd | 1,400 | $1.16M | 0.05% | +1,400 | New |
| Daiwa Securities Group Inc. | 1,401 | $1.16M | 0.00% | −649−31.7% | Reduced |
| Requisite Capital Management, LLC | 1,411 | $1.16M | 0.20% | +1,411 | New |
| Lisanti Capital Growth, LLC | 1,415 | $1.17M | 0.29% | +470+49.7% | Added |
| Apollon Wealth Management, LLC | 1,437 | $1.19M | 0.02% | −120−7.7% | Reduced |
| Lecap Asset Management Ltd | 1,439 | $1.19M | 0.41% | −435−23.2% | Reduced |
| Regions Financial Corp | 1,448 | $1.19M | 0.01% | −149−9.3% | Reduced |
| Norden Group LLC | 1,452 | $1.20M | 0.12% | −614−29.7% | Reduced |
| Sowell Financial Services LLC | 1,462 | $1.21M | 0.05% | −168−10.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,478 | $1.22M | 0.05% | +13+0.9% | Added |
| Copeland Capital Management, LLC | 1,479 | $1.22M | 0.03% | −519−26.0% | Reduced |
| ProShare Advisors LLC | 1,497 | $1.24M | 0.00% | −62−4.0% | Reduced |
| Sanders Morris Harris LLC | 1,500 | $1.24M | 0.16% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 1,500 | $1.24M | 0.17% | +1,500 | New |
| TFR Capital, LLC. | 1,517 | $1.25M | 0.42% | +82+5.7% | Added |
| Vestcor Inc | 1,520 | $1.25M | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,532 | $1.26M | 0.03% | +60+4.1% | Added |
| Cypress Advisory Group LLC | 1,535 | $1.27M | 0.94% | −705−31.5% | Reduced |
| Segment Wealth Management, LLC | 1,546 | $1.28M | 0.08% | +1,546 | New |
| Diametric Capital, LP | 1,562 | $1.29M | 0.48% | +319+25.7% | Added |
| NorthCrest Asset Manangement, LLC | 1,585 | $1.29M | 0.03% | +606+61.9% | Added |
| Sunbelt Securities, Inc. | 1,571 | $1.30M | 0.09% | +676+75.5% | Added |
| Benjamin Edwards Inc | 1,586 | $1.31M | 0.01% | +196+14.1% | Added |
| X-Square Capital, LLC | 1,600 | $1.32M | 0.41% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,633 | $1.35M | 0.01% | +716+78.1% | Added |
| TimesSquare Capital Management, LLC | 1,645 | $1.36M | 0.02% | −60,065−97.3% | Reduced |
| Illumine Investment Management, LLC | 1,665 | $1.37M | 0.98% | +8+0.5% | Added |
| FNY Investment Advisers, LLC | 1,675 | $1.38M | 0.45% | +1,675 | New |
| Jones Financial Companies LLLP | 1,738 | $1.40M | 0.00% | +893+105.7% | Added |
| Private Advisory Group LLC | 1,703 | $1.41M | 0.12% | +1,703 | New |
| Maryland State Retirement & Pension System | 1,722 | $1.42M | 0.03% | +79+4.8% | Added |
| L2 Asset Management, LLC | 1,722 | $1.42M | 0.21% | −412−19.3% | Reduced |
| Guggenheim Capital LLC | 1,723 | $1.42M | 0.01% | −7−0.4% | Reduced |
| Fifth Third Bancorp | 1,742 | $1.44M | 0.00% | +3+0.2% | Added |
| Alps Advisors Inc | 1,748 | $1.44M | 0.01% | −184−9.5% | Reduced |
| Geneva Partners, LLC | 1,757 | $1.45M | 0.53% | +207+13.4% | Added |
| NWK Group, Inc. | 1,779 | $1.47M | 0.50% | +1,779 | New |
| LRT Capital Management, LLC | 1,789 | $1.48M | 0.98% | −4,637−72.2% | Reduced |
| Prakash Investment Advisors LLC | 1,800 | $1.49M | 1.06% | +1,800 | New |
| Change Path, LLC | 1,808 | $1.49M | 0.04% | −581−24.3% | Reduced |
| Calamos Advisors LLC | 1,851 | $1.53M | 0.01% | +1,851 | New |
| CI Private Wealth, LLC | 1,880 | $1.55M | 0.00% | +222+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $1.57M | 0.01% | +104+5.8% | Added |
| Kane Investment Management, Inc. | 1,910 | $1.58M | 0.77% | +105+5.8% | Added |
| Cornerstone Investment Partners, LLC | 1,914 | $1.58M | 0.07% | +4+0.2% | Added |
| Dark Forest Capital Management LP | 1,925 | $1.59M | 0.06% | +921+91.7% | Added |
| Farther Finance Advisors, LLC | 1,925 | $1.59M | 0.02% | +706+57.9% | Added |
| Virtus ETF Advisers LLC | 1,964 | $1.62M | 0.89% | −850−30.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,965 | $1.62M | 0.01% | +467+31.2% | Added |
| Warren Averett Asset Management, LLC | 1,967 | $1.62M | 0.02% | +140+7.7% | Added |
| Linden Thomas Advisory Services, LLC | 1,971 | $1.63M | 0.16% | +107+5.7% | Added |
| Pier Capital, LLC | 1,981 | $1.63M | 0.26% | −151−7.1% | Reduced |
| Coldstream Capital Management Inc | 1,981 | $1.63M | 0.02% | +36+1.9% | Added |
| Nations Financial Group Inc, | 1,987 | $1.64M | 0.10% | +533+36.7% | Added |
| Kestra Investment Management, LLC | 2,035 | $1.68M | 0.05% | −7,771−79.2% | Reduced |
| Diversify Advisory Services, LLC | 1,736 | $1.70M | 0.06% | −152−8.1% | Reduced |