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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 4,418 | $3.65M | 0.04% | +1,300+41.7% | Added |
| JustInvest LLC | 4,403 | $3.63M | 0.04% | +252+6.1% | Added |
| SIR Capital Management, L.P. | 4,400 | $3.63M | 0.33% | +4,400 | New |
| B. Metzler seel. Sohn & Co. AG | 4,391 | $3.62M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,366 | $3.60M | 0.00% | +22+0.5% | Added |
| GWM Advisors LLC | 4,266 | $3.52M | 0.02% | +1,464+52.2% | Added |
| Merewether Investment Management, LP | 4,169 | $3.44M | 0.08% | −65,226−94.0% | Reduced |
| M&T Bank Corp | 4,124 | $3.40M | 0.01% | −707−14.6% | Reduced |
| Aventail Capital Group, LP | 4,114 | $3.39M | 0.16% | +4,114 | New |
| US Bancorp | 3,830 | $3.16M | 0.00% | +22+0.6% | Added |
| State of Alaska, Department of Revenue | 3,796 | $3.13M | 0.03% | −154−3.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,760 | $3.10M | 0.01% | −200−5.1% | Reduced |
| Quadrant Capital Group LLC | 3,750 | $3.09M | 0.10% | −9−0.2% | Reduced |
| Union Bancaire Privee, UBP SA | 4,812 | $3.09M | 0.06% | +4,812 | New |
| Penserra Capital Management LLC | 3,726 | $3.07M | 0.04% | −856−18.7% | Reduced |
| Voloridge Investment Management, LLC | 3,706 | $3.06M | 0.01% | +3,706 | New |
| Oppenheimer Asset Management Inc. | 3,701 | $3.05M | 0.03% | −348−8.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,654 | $3.02M | 0.42% | −353−8.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,634 | $3.00M | 0.11% | +876+31.8% | Added |
| Park Avenue Securities LLC | 3,619 | $2.99M | 0.02% | +3,619 | New |
| Two Sigma Investments, LP | 3,606 | $2.98M | 0.00% | −14,316−79.9% | Reduced |
| Meeder Asset Management Inc | 3,586 | $2.96M | 0.17% | −1,073−23.0% | Reduced |
| Forge First Asset Management Inc. | 3,545 | $2.93M | 1.34% | −5,053−58.8% | Reduced |
| Allworth Financial LP | 3,540 | $2.92M | 0.01% | −1,283−26.6% | Reduced |
| Krilogy Financial LLC | 2,954 | $2.92M | 0.11% | +2,954 | New |
| New York Life Investment Management LLC | 3,536 | $2.92M | 0.03% | −143−3.9% | Reduced |
| Graham Capital Management, L.P. | 3,511 | $2.90M | 0.11% | −2,280−39.4% | Reduced |
| Yorktown Management & Research Co Inc | 3,500 | $2.89M | 2.30% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,487 | $2.88M | 0.44% | +3,140+904.9% | Added |
| RFG Advisory, LLC | 3,466 | $2.86M | 0.06% | −4,584−56.9% | Reduced |
| Engineers Gate Manager LP | 3,378 | $2.79M | 0.03% | −4,546−57.4% | Reduced |
| Lifestyle Asset Management, Inc. | 3,371 | $2.78M | 0.95% | −505−13.0% | Reduced |
| Squarepoint Ops LLC | 3,370 | $2.78M | 0.01% | +3,370 | New |
| Marietta Investment Partners LLC | 3,359 | $2.77M | 0.53% | +1,750+108.8% | Added |
| Steel Peak Wealth Management LLC | 3,342 | $2.76M | 0.09% | +67+2.0% | Added |
| Brighton Jones LLC | 3,342 | $2.76M | 0.07% | +888+36.2% | Added |
| Advisory Services Network, LLC | 3,298 | $2.72M | 0.04% | +136+4.3% | Added |
| Meritage Portfolio Management | 3,286 | $2.71M | 0.18% | −2,813−46.1% | Reduced |
| Essential Partners LLC | 3,231 | $2.67M | 0.88% | +301+10.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,201 | $2.64M | 0.02% | −13,012−80.3% | Reduced |
| Bosman Wealth Management, LLC | 3,160 | $2.61M | 2.02% | −182−5.4% | Reduced |
| Vontobel Holding Ltd. | 3,112 | $2.57M | 0.01% | −1,062−25.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,100 | $2.56M | 0.39% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,088 | $2.55M | 1.01% | +100+3.3% | Added |
| TD Asset Management Inc | 3,044 | $2.51M | 0.00% | +3,044 | New |
| Azzad Asset Management Inc | 3,019 | $2.49M | 0.25% | +594+24.5% | Added |
| Blackhawk Capital Partners LLC. | 3,017 | $2.49M | 0.97% | +220+7.9% | Added |
| Sanctuary Advisors, LLC | 2,963 | $2.45M | 0.01% | +464+18.6% | Added |
| DnB Asset Management AS | 2,953 | $2.44M | 0.01% | +254+9.4% | Added |
| Triasima Portfolio Management inc. | 2,899 | $2.39M | 0.36% | +2,899 | New |
| ExodusPoint Capital Management, LP | 2,879 | $2.38M | 0.03% | −1,950−40.4% | Reduced |
| Thompson Davis & Co., Inc. | 2,872 | $2.37M | 1.46% | −153−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,861 | $2.36M | 0.55% | −782−21.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,852 | $2.35M | 0.04% | −333−10.5% | Reduced |
| Level Four Advisory Services, LLC | 2,838 | $2.34M | 0.08% | +84+3.1% | Added |
| Hancock Whitney Corp | 2,810 | $2.32M | 0.04% | +20+0.7% | Added |
| Hilltop Holdings Inc. | 2,809 | $2.32M | 0.12% | +50+1.8% | Added |
| Tower Research Capital LLC (TRC) | 2,770 | $2.29M | 0.06% | +1,334+92.9% | Added |
| Private Client Services, LLC | 2,731 | $2.25M | 0.75% | +2,354+624.4% | Added |
| Wolverine Trading, LLC | 2,810 | $2.25M | 0.05% | +435+18.3% | Added |
| Evergreen Capital Management LLC | 2,711 | $2.24M | 0.05% | +365+15.6% | Added |
| Assetmark, Inc | 2,701 | $2.23M | 0.00% | +2,101+350.2% | Added |
| HRT Financial LP | 2,695 | $2.22M | 0.01% | +2,695 | New |
| Securian Asset Management, Inc | 2,682 | $2.21M | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,615 | $2.16M | 0.07% | −10.0% | Reduced |
| Benchmark Investment Advisors LLC | 2,565 | $2.12M | 1.23% | +2,565 | New |
| Shaker Investments LLC | 2,525 | $2.08M | 0.83% | −2,439−49.1% | Reduced |
| Skye Global Management LP | 2,520 | $2.08M | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 2,513 | $2.07M | 0.60% | −1,125−30.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,436 | $2.01M | 0.00% | +2,436 | New |
| AIA Group Ltd | 2,401 | $1.98M | 0.04% | +2,401 | New |
| Applied Capital LLC | 2,396 | $1.98M | 1.41% | −35−1.4% | Reduced |
| Acadian Asset Management LLC | 2,383 | $1.96M | 0.00% | +1,712+255.1% | Added |
| Strategic Wealth Partners, Ltd. | 2,321 | $1.92M | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,304 | $1.90M | 0.04% | +647+39.0% | Added |
| HB Wealth Management, LLC | 2,260 | $1.86M | 0.01% | +1,374+155.1% | Added |
| Silver Oak Securities, Inc | 2,253 | $1.86M | 0.14% | +119+5.6% | Added |
| Saturna Capital CORP | 2,246 | $1.85M | 0.02% | −205−8.4% | Reduced |
| Nicholas Company, Inc. | 2,229 | $1.84M | 0.03% | −4,420−66.5% | Reduced |
| VGI Partners Ltd | 2,220 | $1.83M | 0.13% | +1,520+217.1% | Added |
| Moors & Cabot, Inc. | 2,212 | $1.83M | 0.08% | +209+10.4% | Added |
| North Star Investment Management Corp. | 2,200 | $1.82M | 0.12% | −200−8.3% | Reduced |
| Manchester Financial Inc | 2,171 | $1.79M | 0.36% | +2,171 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,137 | $1.76M | 2.58% | +2,137 | New |
| Sequoia Financial Advisors, LLC | 2,124 | $1.75M | 0.01% | +433+25.6% | Added |
| Centaurus Financial, Inc. | 2,123 | $1.75M | 0.08% | +18+0.9% | Added |
| Callan Family Office, LLC | 2,097 | $1.73M | 0.06% | −167−7.4% | Reduced |
| SG Americas Securities, LLC | 2,065 | $1.70M | 0.01% | −776−27.3% | Reduced |
| Diversify Advisory Services, LLC | 1,736 | $1.70M | 0.06% | −152−8.1% | Reduced |
| Kestra Investment Management, LLC | 2,035 | $1.68M | 0.05% | −7,771−79.2% | Reduced |
| Nations Financial Group Inc, | 1,987 | $1.64M | 0.10% | +533+36.7% | Added |
| Coldstream Capital Management Inc | 1,981 | $1.63M | 0.02% | +36+1.9% | Added |
| Pier Capital, LLC | 1,981 | $1.63M | 0.26% | −151−7.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,971 | $1.63M | 0.16% | +107+5.7% | Added |
| Warren Averett Asset Management, LLC | 1,967 | $1.62M | 0.02% | +140+7.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,965 | $1.62M | 0.01% | +467+31.2% | Added |
| Virtus ETF Advisers LLC | 1,964 | $1.62M | 0.89% | −850−30.2% | Reduced |
| Farther Finance Advisors, LLC | 1,925 | $1.59M | 0.02% | +706+57.9% | Added |
| Dark Forest Capital Management LP | 1,925 | $1.59M | 0.06% | +921+91.7% | Added |
| Cornerstone Investment Partners, LLC | 1,914 | $1.58M | 0.07% | +4+0.2% | Added |