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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 2,065 | $1.70M | 0.01% | −776−27.3% | Reduced |
| Callan Family Office, LLC | 2,097 | $1.73M | 0.06% | −167−7.4% | Reduced |
| Centaurus Financial, Inc. | 2,123 | $1.75M | 0.08% | +18+0.9% | Added |
| Sequoia Financial Advisors, LLC | 2,124 | $1.75M | 0.01% | +433+25.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,137 | $1.76M | 2.58% | +2,137 | New |
| Manchester Financial Inc | 2,171 | $1.79M | 0.36% | +2,171 | New |
| North Star Investment Management Corp. | 2,200 | $1.82M | 0.12% | −200−8.3% | Reduced |
| Moors & Cabot, Inc. | 2,212 | $1.83M | 0.08% | +209+10.4% | Added |
| VGI Partners Ltd | 2,220 | $1.83M | 0.13% | +1,520+217.1% | Added |
| Nicholas Company, Inc. | 2,229 | $1.84M | 0.03% | −4,420−66.5% | Reduced |
| Saturna Capital CORP | 2,246 | $1.85M | 0.02% | −205−8.4% | Reduced |
| Silver Oak Securities, Inc | 2,253 | $1.86M | 0.14% | +119+5.6% | Added |
| HB Wealth Management, LLC | 2,260 | $1.86M | 0.01% | +1,374+155.1% | Added |
| Evoke Wealth, LLC | 2,304 | $1.90M | 0.04% | +647+39.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,321 | $1.92M | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,383 | $1.96M | 0.00% | +1,712+255.1% | Added |
| Applied Capital LLC | 2,396 | $1.98M | 1.41% | −35−1.4% | Reduced |
| AIA Group Ltd | 2,401 | $1.98M | 0.04% | +2,401 | New |
| Robeco Institutional Asset Management B.V. | 2,436 | $2.01M | 0.00% | +2,436 | New |
| Jackson Creek Investment Advisors LLC | 2,513 | $2.07M | 0.60% | −1,125−30.9% | Reduced |
| Skye Global Management LP | 2,520 | $2.08M | 0.04% | 00.0% | Unchanged |
| Shaker Investments LLC | 2,525 | $2.08M | 0.83% | −2,439−49.1% | Reduced |
| Benchmark Investment Advisors LLC | 2,565 | $2.12M | 1.23% | +2,565 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,615 | $2.16M | 0.07% | −10.0% | Reduced |
| Securian Asset Management, Inc | 2,682 | $2.21M | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 2,695 | $2.22M | 0.01% | +2,695 | New |
| Assetmark, Inc | 2,701 | $2.23M | 0.00% | +2,101+350.2% | Added |
| Evergreen Capital Management LLC | 2,711 | $2.24M | 0.05% | +365+15.6% | Added |
| Wolverine Trading, LLC | 2,810 | $2.25M | 0.05% | +435+18.3% | Added |
| Private Client Services, LLC | 2,731 | $2.25M | 0.75% | +2,354+624.4% | Added |
| Tower Research Capital LLC (TRC) | 2,770 | $2.29M | 0.06% | +1,334+92.9% | Added |
| Hilltop Holdings Inc. | 2,809 | $2.32M | 0.12% | +50+1.8% | Added |
| Hancock Whitney Corp | 2,810 | $2.32M | 0.04% | +20+0.7% | Added |
| Level Four Advisory Services, LLC | 2,838 | $2.34M | 0.08% | +84+3.1% | Added |
| Crossmark Global Holdings, Inc. | 2,852 | $2.35M | 0.04% | −333−10.5% | Reduced |
| Alliance Wealth Advisors, LLC | 2,861 | $2.36M | 0.55% | −782−21.5% | Reduced |
| Thompson Davis & Co., Inc. | 2,872 | $2.37M | 1.46% | −153−5.1% | Reduced |
| ExodusPoint Capital Management, LP | 2,879 | $2.38M | 0.03% | −1,950−40.4% | Reduced |
| Triasima Portfolio Management inc. | 2,899 | $2.39M | 0.36% | +2,899 | New |
| DnB Asset Management AS | 2,953 | $2.44M | 0.01% | +254+9.4% | Added |
| Sanctuary Advisors, LLC | 2,963 | $2.45M | 0.01% | +464+18.6% | Added |
| Blackhawk Capital Partners LLC. | 3,017 | $2.49M | 0.97% | +220+7.9% | Added |
| Azzad Asset Management Inc | 3,019 | $2.49M | 0.25% | +594+24.5% | Added |
| TD Asset Management Inc | 3,044 | $2.51M | 0.00% | +3,044 | New |
| Optimum Investment Advisors | 3,088 | $2.55M | 1.01% | +100+3.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,100 | $2.56M | 0.39% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,112 | $2.57M | 0.01% | −1,062−25.4% | Reduced |
| Bosman Wealth Management, LLC | 3,160 | $2.61M | 2.02% | −182−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,201 | $2.64M | 0.02% | −13,012−80.3% | Reduced |
| Essential Partners LLC | 3,231 | $2.67M | 0.88% | +301+10.3% | Added |
| Meritage Portfolio Management | 3,286 | $2.71M | 0.18% | −2,813−46.1% | Reduced |
| Advisory Services Network, LLC | 3,298 | $2.72M | 0.04% | +136+4.3% | Added |
| Brighton Jones LLC | 3,342 | $2.76M | 0.07% | +888+36.2% | Added |
| Steel Peak Wealth Management LLC | 3,342 | $2.76M | 0.09% | +67+2.0% | Added |
| Marietta Investment Partners LLC | 3,359 | $2.77M | 0.53% | +1,750+108.8% | Added |
| Squarepoint Ops LLC | 3,370 | $2.78M | 0.01% | +3,370 | New |
| Lifestyle Asset Management, Inc. | 3,371 | $2.78M | 0.95% | −505−13.0% | Reduced |
| Engineers Gate Manager LP | 3,378 | $2.79M | 0.03% | −4,546−57.4% | Reduced |
| RFG Advisory, LLC | 3,466 | $2.86M | 0.06% | −4,584−56.9% | Reduced |
| Globeflex Capital L P | 3,487 | $2.88M | 0.44% | +3,140+904.9% | Added |
| Yorktown Management & Research Co Inc | 3,500 | $2.89M | 2.30% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,511 | $2.90M | 0.11% | −2,280−39.4% | Reduced |
| New York Life Investment Management LLC | 3,536 | $2.92M | 0.03% | −143−3.9% | Reduced |
| Krilogy Financial LLC | 2,954 | $2.92M | 0.11% | +2,954 | New |
| Allworth Financial LP | 3,540 | $2.92M | 0.01% | −1,283−26.6% | Reduced |
| Forge First Asset Management Inc. | 3,545 | $2.93M | 1.34% | −5,053−58.8% | Reduced |
| Meeder Asset Management Inc | 3,586 | $2.96M | 0.17% | −1,073−23.0% | Reduced |
| Two Sigma Investments, LP | 3,606 | $2.98M | 0.00% | −14,316−79.9% | Reduced |
| Park Avenue Securities LLC | 3,619 | $2.99M | 0.02% | +3,619 | New |
| Hennion & Walsh Asset Management, Inc. | 3,634 | $3.00M | 0.11% | +876+31.8% | Added |
| Hunter Associates Investment Management LLC | 3,654 | $3.02M | 0.42% | −353−8.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,701 | $3.05M | 0.03% | −348−8.6% | Reduced |
| Voloridge Investment Management, LLC | 3,706 | $3.06M | 0.01% | +3,706 | New |
| Penserra Capital Management LLC | 3,726 | $3.07M | 0.04% | −856−18.7% | Reduced |
| Union Bancaire Privee, UBP SA | 4,812 | $3.09M | 0.06% | +4,812 | New |
| Quadrant Capital Group LLC | 3,750 | $3.09M | 0.10% | −9−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,760 | $3.10M | 0.01% | −200−5.1% | Reduced |
| State of Alaska, Department of Revenue | 3,796 | $3.13M | 0.03% | −154−3.9% | Reduced |
| US Bancorp | 3,830 | $3.16M | 0.00% | +22+0.6% | Added |
| Aventail Capital Group, LP | 4,114 | $3.39M | 0.16% | +4,114 | New |
| M&T Bank Corp | 4,124 | $3.40M | 0.01% | −707−14.6% | Reduced |
| Merewether Investment Management, LP | 4,169 | $3.44M | 0.08% | −65,226−94.0% | Reduced |
| GWM Advisors LLC | 4,266 | $3.52M | 0.02% | +1,464+52.2% | Added |
| Commonwealth Equity Services, LLC | 4,366 | $3.60M | 0.00% | +22+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,391 | $3.62M | 0.03% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 4,400 | $3.63M | 0.33% | +4,400 | New |
| JustInvest LLC | 4,403 | $3.63M | 0.04% | +252+6.1% | Added |
| Atria Investments LLC | 4,418 | $3.65M | 0.04% | +1,300+41.7% | Added |
| Secure Asset Management, LLC | 4,380 | $3.65M | 0.60% | −1,422−24.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,429 | $3.65M | 0.01% | +4,256+2,460.1% | Added |
| Integrated Wealth Concepts LLC | 4,445 | $3.67M | 0.03% | +811+22.3% | Added |
| Ritholtz Wealth Management | 4,456 | $3.68M | 0.07% | −14−0.3% | Reduced |
| Cardinal Point Capital Management, ULC | 4,472 | $3.69M | 0.26% | −3,978−47.1% | Reduced |
| VestGen Advisors, LLC | 4,522 | $3.73M | 0.12% | +4,522 | New |
| Pacer Advisors, Inc. | 4,732 | $3.90M | 0.01% | +1,619+52.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,767 | $3.93M | 0.46% | −250−5.0% | Reduced |
| Merit Financial Group, LLC | 4,774 | $3.94M | 0.04% | +431+9.9% | Added |
| Federation des caisses Desjardins du Quebec | 4,798 | $3.96M | 0.02% | +2,330+94.4% | Added |
| Gallo Partners, LP | 4,860 | $4.01M | 3.01% | −9,983−67.3% | Reduced |
| Quantessence Capital LLC | 4,863 | $4.01M | 1.27% | +4,863 | New |