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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 10,716 | $8.84M | 0.20% | −7,539−41.3% | Reduced |
| CBOE Vest Financial, LLC | 10,762 | $8.88M | 0.12% | +486+4.7% | Added |
| Premier Fund Managers Ltd | 11,120 | $8.92M | 0.37% | +11,120 | New |
| Yousif Capital Management, LLC | 11,204 | $9.25M | 0.10% | −795−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,314 | $9.34M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,482 | $9.47M | 0.07% | −483−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,537 | $9.52M | 0.06% | +224+2.0% | Added |
| LMR Partners LLP | 11,635 | $9.60M | 0.12% | +11,635 | New |
| Nisa Investment Advisors, LLC | 11,785 | $9.72M | 0.04% | −4,204−26.3% | Reduced |
| Verition Fund Management LLC | 11,848 | $9.78M | 0.06% | +7,163+152.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,914 | $9.82M | 0.09% | −2,937−19.8% | Reduced |
| State of New Jersey Common Pension Fund D | 12,055 | $9.95M | 0.04% | +9+0.1% | Added |
| DekaBank Deutsche Girozentrale | 12,523 | $10.1M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,587 | $10.4M | 0.09% | −25,338−66.8% | Reduced |
| South Dakota Investment Council | 12,808 | $10.6M | 0.21% | +2,243+21.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $10.7M | 0.09% | 00.0% | Unchanged |
| Zacks Investment Management | 13,011 | $10.7M | 0.09% | −219−1.7% | Reduced |
| Cubist Systematic Strategies, LLC | 13,285 | $11.0M | 0.15% | +13,285 | New |
| Mitsubishi UFJ Trust & Banking Corp | 13,537 | $11.2M | 0.02% | −4,764−26.0% | Reduced |
| Asset Management One Co.,Ltd. | 13,611 | $11.2M | 0.03% | −6,592−32.6% | Reduced |
| Canada Pension Plan Investment Board | 13,600 | $11.2M | 0.01% | +8,000+142.9% | Added |
| Horizon Investments, LLC | 13,707 | $11.3M | 0.15% | +4,973+56.9% | Added |
| Cowa, LLC | 13,954 | $11.5M | 3.82% | +2,027+17.0% | Added |
| Citigroup Inc | 14,074 | $11.6M | 0.01% | +3,202+29.5% | Added |
| Public Employees Retirement System of Ohio | 14,879 | $12.3M | 0.04% | +1,156+8.4% | Added |
| Bank of Montreal | 14,901 | $12.3M | 0.01% | −2,597−14.8% | Reduced |
| State of Tennessee, Treasury Department | 15,045 | $12.4M | 0.04% | −785−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,277 | $12.5M | 0.02% | +2,461+19.2% | Added |
| Natixis Advisors, L.P. | 15,198 | $12.5M | 0.02% | +879+6.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,386 | $12.7M | 0.10% | +2,152+16.3% | Added |
| Treasurer of the State of North Carolina | 15,644 | $12.9M | 0.04% | −12,402−44.2% | Reduced |
| Scalar Gauge Management, LLC | 16,000 | $13.2M | 6.73% | +16,000 | New |
| Mutual of America Capital Management LLC | 16,258 | $13.4M | 0.14% | −1,246−7.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,774 | $13.8M | 0.05% | −1,888−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,311 | $14.3M | 0.01% | −2,289−11.7% | Reduced |
| Amalgamated Bank | 17,551 | $14.5M | 0.10% | +198+1.1% | Added |
| Mariner, LLC | 17,671 | $14.6M | 0.02% | +4,447+33.6% | Added |
| Crown Advisors Management, Inc. | 18,000 | $14.9M | 9.94% | 00.0% | Unchanged |
| Peterson Wealth Services | 60,331 | $15.4M | 3.81% | +41,129+214.2% | Added |
| Man Group plc | 18,839 | $15.5M | 0.03% | −55,466−74.6% | Reduced |
| Strategic Planning Group, LLC | 19,034 | $15.7M | 2.12% | −9,681−33.7% | Reduced |
| Navellier & Associates Inc | 19,072 | $15.7M | 1.60% | +745+4.1% | Added |
| Stansberry Asset Management, LLC | 19,359 | $16.0M | 1.67% | −1,171−5.7% | Reduced |
| MetLife Investment Management | 19,735 | $16.3M | 0.08% | −795−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,475 | $16.9M | 0.12% | −61,022−74.9% | Reduced |
| Pallas Capital Advisors LLC | 20,605 | $17.0M | 0.63% | −815−3.8% | Reduced |
| Moran Wealth Management, LLC | 21,165 | $17.5M | 0.53% | −6,412−23.3% | Reduced |
| Hiddenite Capital Partners LP | 21,200 | $17.5M | 9.48% | −8,800−29.3% | Reduced |
| Creative Planning | 21,514 | $17.8M | 0.01% | +4,092+23.5% | Added |
| Trexquant Investment LP | 22,715 | $18.7M | 0.19% | −2,818−11.0% | Reduced |
| Susquehanna International Group, LLP | 23,316 | $19.2M | 0.03% | +7,491+47.3% | Added |
| Wellington Management Group LLP | 24,325 | $20.1M | 0.00% | −31,099−56.1% | Reduced |
| Danske Bank A/S | 24,535 | $20.2M | 0.05% | −55,531−69.4% | Reduced |
| CWM, LLC | 25,531 | $21.1M | 0.06% | +8,605+50.8% | Added |
| Manufacturers Life Insurance Company, The | 25,772 | $21.3M | 0.02% | +4,547+21.4% | Added |
| Great West Life Assurance Co | 26,739 | $21.4M | 0.03% | +368+1.4% | Added |
| Waratah Capital Advisors Ltd. | 26,852 | $22.2M | 1.51% | −17,351−39.3% | Reduced |
| Stifel Financial Corp | 26,907 | $22.2M | 0.02% | +6,902+34.5% | Added |
| Advisor Group Holdings, Inc. | 27,365 | $22.3M | 0.03% | +18,992+226.8% | Added |
| Munro Partners | 27,254 | $22.5M | 0.62% | +9,185+50.8% | Added |
| SRS Capital Advisors, Inc. | 27,964 | $23.1M | 0.34% | +27,920+63,454.5% | Added |
| Cetera Investment Advisers | 28,337 | $23.4M | 0.03% | +13,529+91.4% | Added |
| Storebrand Asset Management AS | 28,645 | $23.6M | 0.06% | −12,326−30.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,823 | $23.8M | 0.04% | −6,822−19.1% | Reduced |
| Credit Agricole S A | 28,873 | $23.8M | 0.08% | +28,873 | New |
| CIBC World Markets Inc. | 29,500 | $24.3M | 0.05% | +8,581+41.0% | Added |
| Bessemer Group Inc | 29,659 | $24.5M | 0.04% | −1,501−4.8% | Reduced |
| New York State Teachers Retirement System | 32,341 | $26.7M | 0.05% | +5,262+19.4% | Added |
| Winslow Capital Management, LLC | 32,390 | $26.7M | 0.09% | +3,320+11.4% | Added |
| Panagora Asset Management Inc | 32,423 | $26.8M | 0.11% | +2,825+9.5% | Added |
| Truist Financial Corp | 32,557 | $26.9M | 0.04% | −7,305−18.3% | Reduced |
| Cerity Partners LLC | 33,014 | $27.2M | 0.04% | +5,912+21.8% | Added |
| State Board of Administration of Florida Retirement System | 33,315 | $27.5M | 0.05% | −2,544−7.1% | Reduced |
| Assenagon Asset Management S.A. | 33,451 | $27.6M | 0.04% | −27,895−45.5% | Reduced |
| California State Teachers Retirement System | 33,927 | $28.0M | 0.03% | +984+3.0% | Added |
| New York State Common Retirement Fund | 33,942 | $28.0M | 0.04% | +16,140+90.7% | Added |
| Fred Alger Management, LLC | 34,106 | $28.1M | 0.11% | −8,189−19.4% | Reduced |
| Van Eck Associates Corp | 34,414 | $28.4M | 0.03% | +623+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 34,556 | $28.5M | 0.02% | +14,627+73.4% | Added |
| Point72 Asset Management, L.P. | 34,884 | $28.8M | 0.06% | +34,884 | New |
| Gotham Asset Management, LLC | 38,094 | $31.4M | 0.14% | +7,895+26.1% | Added |
| BWCP, LP | 39,770 | $32.8M | 5.69% | +974+2.5% | Added |
| Summit Partners Public Asset Management, LLC | 40,000 | $33.0M | 1.07% | 00.0% | Unchanged |
| Macquarie Group Ltd | 42,939 | $35.4M | 0.04% | +661+1.6% | Added |
| Algert Global LLC | 43,582 | $36.0M | 0.60% | +6,440+17.3% | Added |
| Schroder Investment Management Group | 44,004 | $36.3M | 0.03% | −25,700−36.9% | Reduced |
| Neumeier Poma Investment Counsel LLC | 45,608 | $37.6M | 3.08% | −13,462−22.8% | Reduced |
| SEI Investments Co | 46,409 | $38.3M | 0.04% | +2,778+6.4% | Added |
| Brevan Howard Capital Management LP | 48,062 | $39.7M | 0.57% | +31,503+190.2% | Added |
| Empowered Funds, LLC | 48,295 | $39.9M | 0.40% | +2,812+6.2% | Added |
| Carmignac Gestion | 48,400 | $39.9M | 0.60% | −82,299−63.0% | Reduced |
| E. Ohman J:or Asset Management AB | 48,538 | $40.1M | 0.94% | −26,090−35.0% | Reduced |
| Wells Fargo & Company | 50,123 | $41.4M | 0.01% | +152+0.3% | Added |
| Nordea Investment Management AB | 51,293 | $41.5M | 0.04% | −15,805−23.6% | Reduced |
| Renaissance Technologies LLC | 50,400 | $41.6M | 0.05% | −79,900−61.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 50,417 | $41.6M | 0.10% | +50,417 | New |
| Driehaus Capital Management LLC | 50,594 | $41.7M | 0.30% | −3,743−6.9% | Reduced |
| Bridgewater Associates, LP | 52,083 | $43.0M | 0.17% | +39,837+325.3% | Added |
| Freestone Grove Partners LP | 52,304 | $43.2M | 0.32% | −50,965−49.4% | Reduced |
| Renaissance Group LLC | 52,704 | $43.5M | 1.64% | −34,676−39.7% | Reduced |