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 |
|---|---|---|---|---|---|
| Estate Counselors, LLC | 4,918 | $4.06M | 0.35% | +4,918 | New |
| Pictet Asset Management Holding SA | 4,923 | $4.06M | 0.00% | −318−6.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,925 | $4.06M | 0.11% | +4,925 | New |
| Zurich Insurance Group Ltd | 4,934 | $4.07M | 0.03% | −3,927−44.3% | Reduced |
| Nomura Holdings Inc | 4,975 | $4.11M | 0.02% | +3,922+372.5% | Added |
| 4D Advisors, LLC | 5,000 | $4.13M | 2.20% | −2,500−33.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,084 | $4.20M | 0.00% | −560−9.9% | Reduced |
| Vident Advisory, LLC | 5,120 | $4.22M | 0.04% | +4,595+875.2% | Added |
| Diversified Trust Co | 5,277 | $4.35M | 0.09% | −208−3.8% | Reduced |
| Colony Group, LLC | 5,331 | $4.38M | 0.01% | +1,742+48.5% | Added |
| Kestra Advisory Services, LLC | 5,329 | $4.40M | 0.02% | +850+19.0% | Added |
| Capital Insight Partners, LLC | 5,426 | $4.48M | 0.74% | +1,414+35.2% | Added |
| Buckingham Strategic Partners | 4,907 | $4.51M | 0.05% | +1,350+38.0% | Added |
| Baird Financial Group, Inc. | 5,463 | $4.51M | 0.01% | −5,563−50.5% | Reduced |
| Twin Tree Management, LP | 5,472 | $4.52M | 0.21% | +5,472 | New |
| PDT Partners, LLC | 5,518 | $4.55M | 0.29% | −4,607−45.5% | Reduced |
| Advisors Asset Management, Inc. | 5,675 | $4.68M | 0.08% | +520+10.1% | Added |
| Rockefeller Capital Management L.P. | 5,691 | $4.70M | 0.01% | +5,691 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,726 | $4.72M | 0.73% | +5,726 | New |
| Utah Retirement Systems | 5,741 | $4.74M | 0.05% | +3,902+212.2% | Added |
| Moody National Bank Trust Division | 5,746 | $4.74M | 0.40% | +2,750+91.8% | Added |
| Oak Harvest Investment Services | 5,756 | $4.75M | 0.55% | −357−5.8% | Reduced |
| Bridges Investment Management Inc | 5,863 | $4.84M | 0.06% | −2,364−28.7% | Reduced |
| Janney Montgomery Scott LLC | 5,960 | $4.92M | 0.01% | −472−7.3% | Reduced |
| Independent Advisor Alliance | 5,973 | $4.93M | 0.13% | +110+1.9% | Added |
| Horizon Investment Services, LLC | 6,002 | $4.95M | 1.87% | −364−5.7% | Reduced |
| Pinnbrook Capital Management LP | 6,059 | $5.00M | 0.93% | −12,764−67.8% | Reduced |
| Huntleigh Advisors, Inc. | 6,086 | $5.02M | 0.86% | +655+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,127 | $5.06M | 0.01% | −3,517−36.5% | Reduced |
| Quantinno Capital Management LP | 6,174 | $5.10M | 0.01% | +1,934+45.6% | Added |
| Consolidated Planning Corp | 6,309 | $5.21M | 0.55% | −910−12.6% | Reduced |
| Point72 (DIFC) Ltd | 6,320 | $5.22M | 0.36% | +6,320 | New |
| Prosperitas Financial LLC | 6,370 | $5.26M | 2.18% | +153+2.5% | Added |
| Strategic Global Advisors, LLC | 6,377 | $5.26M | 0.80% | −110−1.7% | Reduced |
| Diversify Wealth Management, LLC | 5,387 | $5.27M | 0.30% | −1,201−18.2% | Reduced |
| Illinois Municipal Retirement Fund | 6,400 | $5.28M | 0.07% | +835+15.0% | Added |
| Captrust Financial Advisors | 6,401 | $5.28M | 0.01% | +965+17.8% | Added |
| Monument Capital Management | 6,518 | $5.38M | 1.34% | −249−3.7% | Reduced |
| Bain Capital Public Equity, LP | 6,536 | $5.39M | 3.42% | +6,536 | New |
| Ameritas Investment Partners, Inc. | 6,599 | $5.45M | 0.17% | −235−3.4% | Reduced |
| Schwartz Investment Counsel Inc | 6,600 | $5.45M | 0.18% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 6,615 | $5.46M | 0.27% | −2,819−29.9% | Reduced |
| MML Investors Services, LLC | 6,642 | $5.48M | 0.01% | −406−5.8% | Reduced |
| Jefferies Financial Group Inc. | 6,672 | $5.51M | 0.05% | +6,210+1,344.2% | Added |
| Venture Visionary Partners LLC | 6,740 | $5.56M | 0.19% | +995+17.3% | Added |
| New Age Alpha Advisors, LLC | 6,761 | $5.58M | 0.23% | −210−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,833 | $5.64M | 0.43% | +225+3.4% | Added |
| Banco Santander, S.A. | 6,853 | $5.65M | 0.05% | +6,853 | New |
| Mercer Global Advisors Inc | 6,877 | $5.67M | 0.01% | +3,698+116.3% | Added |
| HSBC Holdings PLC | 6,942 | $5.68M | 0.00% | −10,268−59.7% | Reduced |
| Prudential Financial Inc | 6,893 | $5.69M | 0.01% | −2,707−28.2% | Reduced |
| Concentric Capital Strategies, LP | 6,893 | $5.69M | 0.27% | −2,827−29.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,081 | $5.84M | 0.08% | −113−1.6% | Reduced |
| Mackenzie Financial Corp | 7,104 | $5.86M | 0.01% | −1,409−16.6% | Reduced |
| RE Advisers Corp | 7,288 | $6.01M | 0.14% | −500−6.4% | Reduced |
| Two Sigma Advisers, LP | 7,300 | $6.02M | 0.01% | −3,700−33.6% | Reduced |
| New Millennium Group LLC | 7,303 | $6.03M | 2.75% | +7,303 | New |
| Xponance, Inc. | 7,395 | $6.10M | 0.05% | +114+1.6% | Added |
| New Mexico Educational Retirement Board | 7,400 | $6.11M | 0.19% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 7,472 | $6.17M | 0.86% | +6,458+636.9% | Added |
| Hedeker Wealth, LLC | 7,481 | $6.17M | 1.28% | +227+3.1% | Added |
| Davidson Capital Management Inc. | 7,505 | $6.19M | 1.38% | −429−5.4% | Reduced |
| SummitTX Capital, L.P. | 7,577 | $6.25M | 0.26% | +7,577 | New |
| Freedom Day Solutions, LLC | 7,681 | $6.34M | 1.72% | −307−3.8% | Reduced |
| Walleye Trading LLC | 7,737 | $6.38M | 0.10% | +4,359+129.0% | Added |
| Private Advisor Group, LLC | 7,781 | $6.42M | 0.03% | +2,598+50.1% | Added |
| Insight Wealth Strategies, LLC | 7,788 | $6.43M | 0.76% | −130−1.6% | Reduced |
| Virginia Retirement Systems Et Al | 7,823 | $6.46M | 0.04% | −900−10.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,846 | $6.47M | 0.09% | −12−0.2% | Reduced |
| Dorsey Wright & Associates | 7,946 | $6.56M | 1.47% | +7,946 | New |
| Silvercrest Asset Management Group LLC | 7,966 | $6.57M | 0.04% | −12,752−61.6% | Reduced |
| Amundi | 8,080 | $6.67M | 0.00% | −20,207−71.4% | Reduced |
| Ensign Peak Advisors, Inc | 8,169 | $6.74M | 0.01% | −3,185−28.1% | Reduced |
| Anderson Hoagland & Co | 8,199 | $6.77M | 0.61% | −172−2.1% | Reduced |
| Aubrey Capital Management Ltd | 8,200 | $6.77M | 2.13% | −2,200−21.2% | Reduced |
| HighTower Advisors, LLC | 8,175 | $6.78M | 0.01% | −174−2.1% | Reduced |
| Cim, LLC | 8,370 | $6.91M | 0.90% | +11+0.1% | Added |
| State of Michigan Retirement System | 8,400 | $6.93M | 0.03% | −100−1.2% | Reduced |
| Pathstone Holdings, LLC | 8,588 | $7.09M | 0.03% | +70+0.8% | Added |
| California First Leasing Corp | 8,720 | $7.20M | 2.63% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,880 | $7.33M | 0.01% | +593+7.2% | Added |
| KLP Kapitalforvaltning AS | 8,900 | $7.34M | 0.03% | +200+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,035 | $7.46M | 0.04% | −8−0.1% | Reduced |
| Los Angeles Capital Management LLC | 9,077 | $7.49M | 0.03% | +745+8.9% | Added |
| CIBC Private Wealth Group, LLC | 9,131 | $7.53M | 0.01% | −2,469−21.3% | Reduced |
| Teacher Retirement System of Texas | 9,227 | $7.61M | 0.03% | −443−4.6% | Reduced |
| Ci Investments Inc. | 9,249 | $7.63M | 0.03% | +1,177+14.6% | Added |
| Thames Capital Management LLC | 9,273 | $7.65M | 1.10% | +9,273 | New |
| Harbor Capital Advisors, Inc. | 9,286 | $7.66M | 0.60% | −34,799−78.9% | Reduced |
| JGP Wealth Management, LLC | 9,257 | $7.71M | 0.85% | +9,257 | New |
| State of Wisconsin Investment Board | 9,364 | $7.73M | 0.02% | −1,001−9.7% | Reduced |
| Toroso Investments, LLC | 9,753 | $8.05M | 0.03% | +1,217+14.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 9,755 | $8.05M | 1.88% | −5,259−35.0% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $8.09M | 0.14% | −100−1.0% | Reduced |
| Argent Capital Management LLC | 9,917 | $8.18M | 0.22% | +198+2.0% | Added |
| Mountain Pacific Investment Advisers Inc | 9,952 | $8.21M | 1.29% | −67,008−87.1% | Reduced |
| Brown Advisory Inc | 9,992 | $8.25M | 0.01% | −6,536−39.5% | Reduced |
| Arizona State Retirement System | 10,439 | $8.61M | 0.05% | +129+1.3% | Added |
| Dividend Assets Capital, LLC | 10,503 | $8.67M | 1.52% | +242+2.4% | Added |
| Kornitzer Capital Management Inc | 10,600 | $8.75M | 0.18% | +10,600 | New |