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 |
|---|---|---|---|---|---|
| SEI Investments Co | 46,409 | $38.3M | 0.04% | +2,778+6.4% | Added |
| Neumeier Poma Investment Counsel LLC | 45,608 | $37.6M | 3.08% | −13,462−22.8% | Reduced |
| Schroder Investment Management Group | 44,004 | $36.3M | 0.03% | −25,700−36.9% | Reduced |
| Algert Global LLC | 43,582 | $36.0M | 0.60% | +6,440+17.3% | Added |
| Macquarie Group Ltd | 42,939 | $35.4M | 0.04% | +661+1.6% | Added |
| Summit Partners Public Asset Management, LLC | 40,000 | $33.0M | 1.07% | 00.0% | Unchanged |
| BWCP, LP | 39,770 | $32.8M | 5.69% | +974+2.5% | Added |
| Gotham Asset Management, LLC | 38,094 | $31.4M | 0.14% | +7,895+26.1% | Added |
| Point72 Asset Management, L.P. | 34,884 | $28.8M | 0.06% | +34,884 | New |
| T. Rowe Price Investment Management, Inc. | 34,556 | $28.5M | 0.02% | +14,627+73.4% | Added |
| Van Eck Associates Corp | 34,414 | $28.4M | 0.03% | +623+1.8% | Added |
| Fred Alger Management, LLC | 34,106 | $28.1M | 0.11% | −8,189−19.4% | Reduced |
| New York State Common Retirement Fund | 33,942 | $28.0M | 0.04% | +16,140+90.7% | Added |
| California State Teachers Retirement System | 33,927 | $28.0M | 0.03% | +984+3.0% | Added |
| Assenagon Asset Management S.A. | 33,451 | $27.6M | 0.04% | −27,895−45.5% | Reduced |
| State Board of Administration of Florida Retirement System | 33,315 | $27.5M | 0.05% | −2,544−7.1% | Reduced |
| Cerity Partners LLC | 33,014 | $27.2M | 0.04% | +5,912+21.8% | Added |
| Truist Financial Corp | 32,557 | $26.9M | 0.04% | −7,305−18.3% | Reduced |
| Panagora Asset Management Inc | 32,423 | $26.8M | 0.11% | +2,825+9.5% | Added |
| Winslow Capital Management, LLC | 32,390 | $26.7M | 0.09% | +3,320+11.4% | Added |
| New York State Teachers Retirement System | 32,341 | $26.7M | 0.05% | +5,262+19.4% | Added |
| Bessemer Group Inc | 29,659 | $24.5M | 0.04% | −1,501−4.8% | Reduced |
| CIBC World Markets Inc. | 29,500 | $24.3M | 0.05% | +8,581+41.0% | Added |
| Credit Agricole S A | 28,873 | $23.8M | 0.08% | +28,873 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,823 | $23.8M | 0.04% | −6,822−19.1% | Reduced |
| Storebrand Asset Management AS | 28,645 | $23.6M | 0.06% | −12,326−30.1% | Reduced |
| Cetera Investment Advisers | 28,337 | $23.4M | 0.03% | +13,529+91.4% | Added |
| SRS Capital Advisors, Inc. | 27,964 | $23.1M | 0.34% | +27,920+63,454.5% | Added |
| Munro Partners | 27,254 | $22.5M | 0.62% | +9,185+50.8% | Added |
| Advisor Group Holdings, Inc. | 27,365 | $22.3M | 0.03% | +18,992+226.8% | Added |
| Stifel Financial Corp | 26,907 | $22.2M | 0.02% | +6,902+34.5% | Added |
| Waratah Capital Advisors Ltd. | 26,852 | $22.2M | 1.51% | −17,351−39.3% | Reduced |
| Great West Life Assurance Co | 26,739 | $21.4M | 0.03% | +368+1.4% | Added |
| Manufacturers Life Insurance Company, The | 25,772 | $21.3M | 0.02% | +4,547+21.4% | Added |
| CWM, LLC | 25,531 | $21.1M | 0.06% | +8,605+50.8% | Added |
| Danske Bank A/S | 24,535 | $20.2M | 0.05% | −55,531−69.4% | Reduced |
| Wellington Management Group LLP | 24,325 | $20.1M | 0.00% | −31,099−56.1% | Reduced |
| Susquehanna International Group, LLP | 23,316 | $19.2M | 0.03% | +7,491+47.3% | Added |
| Trexquant Investment LP | 22,715 | $18.7M | 0.19% | −2,818−11.0% | Reduced |
| Creative Planning | 21,514 | $17.8M | 0.01% | +4,092+23.5% | Added |
| Hiddenite Capital Partners LP | 21,200 | $17.5M | 9.48% | −8,800−29.3% | Reduced |
| Moran Wealth Management, LLC | 21,165 | $17.5M | 0.53% | −6,412−23.3% | Reduced |
| Pallas Capital Advisors LLC | 20,605 | $17.0M | 0.63% | −815−3.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,475 | $16.9M | 0.12% | −61,022−74.9% | Reduced |
| MetLife Investment Management | 19,735 | $16.3M | 0.08% | −795−3.9% | Reduced |
| Stansberry Asset Management, LLC | 19,359 | $16.0M | 1.67% | −1,171−5.7% | Reduced |
| Navellier & Associates Inc | 19,072 | $15.7M | 1.60% | +745+4.1% | Added |
| Strategic Planning Group, LLC | 19,034 | $15.7M | 2.12% | −9,681−33.7% | Reduced |
| Man Group plc | 18,839 | $15.5M | 0.03% | −55,466−74.6% | Reduced |
| Peterson Wealth Services | 60,331 | $15.4M | 3.81% | +41,129+214.2% | Added |
| Crown Advisors Management, Inc. | 18,000 | $14.9M | 9.94% | 00.0% | Unchanged |
| Mariner, LLC | 17,671 | $14.6M | 0.02% | +4,447+33.6% | Added |
| Amalgamated Bank | 17,551 | $14.5M | 0.10% | +198+1.1% | Added |
| BNP Paribas Arbitrage, SA | 17,311 | $14.3M | 0.01% | −2,289−11.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,774 | $13.8M | 0.05% | −1,888−10.1% | Reduced |
| Mutual of America Capital Management LLC | 16,258 | $13.4M | 0.14% | −1,246−7.1% | Reduced |
| Scalar Gauge Management, LLC | 16,000 | $13.2M | 6.73% | +16,000 | New |
| Treasurer of the State of North Carolina | 15,644 | $12.9M | 0.04% | −12,402−44.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,386 | $12.7M | 0.10% | +2,152+16.3% | Added |
| Natixis Advisors, L.P. | 15,198 | $12.5M | 0.02% | +879+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,277 | $12.5M | 0.02% | +2,461+19.2% | Added |
| State of Tennessee, Treasury Department | 15,045 | $12.4M | 0.04% | −785−5.0% | Reduced |
| Bank of Montreal | 14,901 | $12.3M | 0.01% | −2,597−14.8% | Reduced |
| Public Employees Retirement System of Ohio | 14,879 | $12.3M | 0.04% | +1,156+8.4% | Added |
| Citigroup Inc | 14,074 | $11.6M | 0.01% | +3,202+29.5% | Added |
| Cowa, LLC | 13,954 | $11.5M | 3.82% | +2,027+17.0% | Added |
| Horizon Investments, LLC | 13,707 | $11.3M | 0.15% | +4,973+56.9% | Added |
| Canada Pension Plan Investment Board | 13,600 | $11.2M | 0.01% | +8,000+142.9% | Added |
| Asset Management One Co.,Ltd. | 13,611 | $11.2M | 0.03% | −6,592−32.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,537 | $11.2M | 0.02% | −4,764−26.0% | Reduced |
| Cubist Systematic Strategies, LLC | 13,285 | $11.0M | 0.15% | +13,285 | New |
| Zacks Investment Management | 13,011 | $10.7M | 0.09% | −219−1.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $10.7M | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 12,808 | $10.6M | 0.21% | +2,243+21.2% | Added |
| Intech Investment Management LLC | 12,587 | $10.4M | 0.09% | −25,338−66.8% | Reduced |
| DekaBank Deutsche Girozentrale | 12,523 | $10.1M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 12,055 | $9.95M | 0.04% | +9+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,914 | $9.82M | 0.09% | −2,937−19.8% | Reduced |
| Verition Fund Management LLC | 11,848 | $9.78M | 0.06% | +7,163+152.9% | Added |
| Nisa Investment Advisors, LLC | 11,785 | $9.72M | 0.04% | −4,204−26.3% | Reduced |
| LMR Partners LLP | 11,635 | $9.60M | 0.12% | +11,635 | New |
| O'Shaughnessy Asset Management, LLC | 11,537 | $9.52M | 0.06% | +224+2.0% | Added |
| Brinker Capital Investments, LLC | 11,482 | $9.47M | 0.07% | −483−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,314 | $9.34M | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,204 | $9.25M | 0.10% | −795−6.6% | Reduced |
| Premier Fund Managers Ltd | 11,120 | $8.92M | 0.37% | +11,120 | New |
| CBOE Vest Financial, LLC | 10,762 | $8.88M | 0.12% | +486+4.7% | Added |
| Kennedy Capital Management, Inc. | 10,716 | $8.84M | 0.20% | −7,539−41.3% | Reduced |
| Kornitzer Capital Management Inc | 10,600 | $8.75M | 0.18% | +10,600 | New |
| Dividend Assets Capital, LLC | 10,503 | $8.67M | 1.52% | +242+2.4% | Added |
| Arizona State Retirement System | 10,439 | $8.61M | 0.05% | +129+1.3% | Added |
| Brown Advisory Inc | 9,992 | $8.25M | 0.01% | −6,536−39.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,952 | $8.21M | 1.29% | −67,008−87.1% | Reduced |
| Argent Capital Management LLC | 9,917 | $8.18M | 0.22% | +198+2.0% | Added |
| Louisiana State Employees Retirement System | 9,800 | $8.09M | 0.14% | −100−1.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 9,755 | $8.05M | 1.88% | −5,259−35.0% | Reduced |
| Toroso Investments, LLC | 9,753 | $8.05M | 0.03% | +1,217+14.3% | Added |
| State of Wisconsin Investment Board | 9,364 | $7.73M | 0.02% | −1,001−9.7% | Reduced |
| JGP Wealth Management, LLC | 9,257 | $7.71M | 0.85% | +9,257 | New |
| Harbor Capital Advisors, Inc. | 9,286 | $7.66M | 0.60% | −34,799−78.9% | Reduced |