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 |
|---|---|---|---|---|---|
| Thames Capital Management LLC | 9,273 | $7.65M | 1.10% | +9,273 | New |
| Ci Investments Inc. | 9,249 | $7.63M | 0.03% | +1,177+14.6% | Added |
| Teacher Retirement System of Texas | 9,227 | $7.61M | 0.03% | −443−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 9,131 | $7.53M | 0.01% | −2,469−21.3% | Reduced |
| Los Angeles Capital Management LLC | 9,077 | $7.49M | 0.03% | +745+8.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,035 | $7.46M | 0.04% | −8−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 8,900 | $7.34M | 0.03% | +200+2.3% | Added |
| Thrivent Financial for Lutherans | 8,880 | $7.33M | 0.01% | +593+7.2% | Added |
| California First Leasing Corp | 8,720 | $7.20M | 2.63% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,588 | $7.09M | 0.03% | +70+0.8% | Added |
| State of Michigan Retirement System | 8,400 | $6.93M | 0.03% | −100−1.2% | Reduced |
| Cim, LLC | 8,370 | $6.91M | 0.90% | +11+0.1% | Added |
| HighTower Advisors, LLC | 8,175 | $6.78M | 0.01% | −174−2.1% | Reduced |
| Aubrey Capital Management Ltd | 8,200 | $6.77M | 2.13% | −2,200−21.2% | Reduced |
| Anderson Hoagland & Co | 8,199 | $6.77M | 0.61% | −172−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 8,169 | $6.74M | 0.01% | −3,185−28.1% | Reduced |
| Amundi | 8,080 | $6.67M | 0.00% | −20,207−71.4% | Reduced |
| Silvercrest Asset Management Group LLC | 7,966 | $6.57M | 0.04% | −12,752−61.6% | Reduced |
| Dorsey Wright & Associates | 7,946 | $6.56M | 1.47% | +7,946 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,846 | $6.47M | 0.09% | −12−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 7,823 | $6.46M | 0.04% | −900−10.3% | Reduced |
| Insight Wealth Strategies, LLC | 7,788 | $6.43M | 0.76% | −130−1.6% | Reduced |
| Private Advisor Group, LLC | 7,781 | $6.42M | 0.03% | +2,598+50.1% | Added |
| Walleye Trading LLC | 7,737 | $6.38M | 0.10% | +4,359+129.0% | Added |
| Freedom Day Solutions, LLC | 7,681 | $6.34M | 1.72% | −307−3.8% | Reduced |
| SummitTX Capital, L.P. | 7,577 | $6.25M | 0.26% | +7,577 | New |
| Davidson Capital Management Inc. | 7,505 | $6.19M | 1.38% | −429−5.4% | Reduced |
| Hedeker Wealth, LLC | 7,481 | $6.17M | 1.28% | +227+3.1% | Added |
| Polymer Capital Management (HK) LTD | 7,472 | $6.17M | 0.86% | +6,458+636.9% | Added |
| New Mexico Educational Retirement Board | 7,400 | $6.11M | 0.19% | 00.0% | Unchanged |
| Xponance, Inc. | 7,395 | $6.10M | 0.05% | +114+1.6% | Added |
| New Millennium Group LLC | 7,303 | $6.03M | 2.75% | +7,303 | New |
| Two Sigma Advisers, LP | 7,300 | $6.02M | 0.01% | −3,700−33.6% | Reduced |
| RE Advisers Corp | 7,288 | $6.01M | 0.14% | −500−6.4% | Reduced |
| Mackenzie Financial Corp | 7,104 | $5.86M | 0.01% | −1,409−16.6% | Reduced |
| Oregon Public Employees Retirement Fund | 7,081 | $5.84M | 0.08% | −113−1.6% | Reduced |
| Concentric Capital Strategies, LP | 6,893 | $5.69M | 0.27% | −2,827−29.1% | Reduced |
| Prudential Financial Inc | 6,893 | $5.69M | 0.01% | −2,707−28.2% | Reduced |
| HSBC Holdings PLC | 6,942 | $5.68M | 0.00% | −10,268−59.7% | Reduced |
| Mercer Global Advisors Inc | 6,877 | $5.67M | 0.01% | +3,698+116.3% | Added |
| Banco Santander, S.A. | 6,853 | $5.65M | 0.05% | +6,853 | New |
| Penobscot Investment Management Company, Inc. | 6,833 | $5.64M | 0.43% | +225+3.4% | Added |
| New Age Alpha Advisors, LLC | 6,761 | $5.58M | 0.23% | −210−3.0% | Reduced |
| Venture Visionary Partners LLC | 6,740 | $5.56M | 0.19% | +995+17.3% | Added |
| Jefferies Financial Group Inc. | 6,672 | $5.51M | 0.05% | +6,210+1,344.2% | Added |
| MML Investors Services, LLC | 6,642 | $5.48M | 0.01% | −406−5.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 6,615 | $5.46M | 0.27% | −2,819−29.9% | Reduced |
| Schwartz Investment Counsel Inc | 6,600 | $5.45M | 0.18% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,599 | $5.45M | 0.17% | −235−3.4% | Reduced |
| Bain Capital Public Equity, LP | 6,536 | $5.39M | 3.42% | +6,536 | New |
| Monument Capital Management | 6,518 | $5.38M | 1.34% | −249−3.7% | Reduced |
| Captrust Financial Advisors | 6,401 | $5.28M | 0.01% | +965+17.8% | Added |
| Illinois Municipal Retirement Fund | 6,400 | $5.28M | 0.07% | +835+15.0% | Added |
| Diversify Wealth Management, LLC | 5,387 | $5.27M | 0.30% | −1,201−18.2% | Reduced |
| Strategic Global Advisors, LLC | 6,377 | $5.26M | 0.80% | −110−1.7% | Reduced |
| Prosperitas Financial LLC | 6,370 | $5.26M | 2.18% | +153+2.5% | Added |
| Point72 (DIFC) Ltd | 6,320 | $5.22M | 0.36% | +6,320 | New |
| Consolidated Planning Corp | 6,309 | $5.21M | 0.55% | −910−12.6% | Reduced |
| Quantinno Capital Management LP | 6,174 | $5.10M | 0.01% | +1,934+45.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,127 | $5.06M | 0.01% | −3,517−36.5% | Reduced |
| Huntleigh Advisors, Inc. | 6,086 | $5.02M | 0.86% | +655+12.1% | Added |
| Pinnbrook Capital Management LP | 6,059 | $5.00M | 0.93% | −12,764−67.8% | Reduced |
| Horizon Investment Services, LLC | 6,002 | $4.95M | 1.87% | −364−5.7% | Reduced |
| Independent Advisor Alliance | 5,973 | $4.93M | 0.13% | +110+1.9% | Added |
| Janney Montgomery Scott LLC | 5,960 | $4.92M | 0.01% | −472−7.3% | Reduced |
| Bridges Investment Management Inc | 5,863 | $4.84M | 0.06% | −2,364−28.7% | Reduced |
| Oak Harvest Investment Services | 5,756 | $4.75M | 0.55% | −357−5.8% | Reduced |
| Moody National Bank Trust Division | 5,746 | $4.74M | 0.40% | +2,750+91.8% | Added |
| Utah Retirement Systems | 5,741 | $4.74M | 0.05% | +3,902+212.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,726 | $4.72M | 0.73% | +5,726 | New |
| Rockefeller Capital Management L.P. | 5,691 | $4.70M | 0.01% | +5,691 | New |
| Advisors Asset Management, Inc. | 5,675 | $4.68M | 0.08% | +520+10.1% | Added |
| PDT Partners, LLC | 5,518 | $4.55M | 0.29% | −4,607−45.5% | Reduced |
| Twin Tree Management, LP | 5,472 | $4.52M | 0.21% | +5,472 | New |
| Baird Financial Group, Inc. | 5,463 | $4.51M | 0.01% | −5,563−50.5% | Reduced |
| Buckingham Strategic Partners | 4,907 | $4.51M | 0.05% | +1,350+38.0% | Added |
| Capital Insight Partners, LLC | 5,426 | $4.48M | 0.74% | +1,414+35.2% | Added |
| Kestra Advisory Services, LLC | 5,329 | $4.40M | 0.02% | +850+19.0% | Added |
| Colony Group, LLC | 5,331 | $4.38M | 0.01% | +1,742+48.5% | Added |
| Diversified Trust Co | 5,277 | $4.35M | 0.09% | −208−3.8% | Reduced |
| Vident Advisory, LLC | 5,120 | $4.22M | 0.04% | +4,595+875.2% | Added |
| The PNC Financial Services Group, Inc. | 5,084 | $4.20M | 0.00% | −560−9.9% | Reduced |
| 4D Advisors, LLC | 5,000 | $4.13M | 2.20% | −2,500−33.3% | Reduced |
| Nomura Holdings Inc | 4,975 | $4.11M | 0.02% | +3,922+372.5% | Added |
| Zurich Insurance Group Ltd | 4,934 | $4.07M | 0.03% | −3,927−44.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,925 | $4.06M | 0.11% | +4,925 | New |
| Pictet Asset Management Holding SA | 4,923 | $4.06M | 0.00% | −318−6.1% | Reduced |
| Estate Counselors, LLC | 4,918 | $4.06M | 0.35% | +4,918 | New |
| Quantessence Capital LLC | 4,863 | $4.01M | 1.27% | +4,863 | New |
| Gallo Partners, LP | 4,860 | $4.01M | 3.01% | −9,983−67.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,798 | $3.96M | 0.02% | +2,330+94.4% | Added |
| Merit Financial Group, LLC | 4,774 | $3.94M | 0.04% | +431+9.9% | Added |
| Redhawk Wealth Advisors, Inc. | 4,767 | $3.93M | 0.46% | −250−5.0% | Reduced |
| Pacer Advisors, Inc. | 4,732 | $3.90M | 0.01% | +1,619+52.0% | Added |
| VestGen Advisors, LLC | 4,522 | $3.73M | 0.12% | +4,522 | New |
| Cardinal Point Capital Management, ULC | 4,472 | $3.69M | 0.26% | −3,978−47.1% | Reduced |
| Ritholtz Wealth Management | 4,456 | $3.68M | 0.07% | −14−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,445 | $3.67M | 0.03% | +811+22.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,429 | $3.65M | 0.01% | +4,256+2,460.1% | Added |
| Secure Asset Management, LLC | 4,380 | $3.65M | 0.60% | −1,422−24.5% | Reduced |