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 |
|---|---|---|---|---|---|
| Kane Investment Management, Inc. | 1,910 | $1.58M | 0.77% | +105+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $1.57M | 0.01% | +104+5.8% | Added |
| CI Private Wealth, LLC | 1,880 | $1.55M | 0.00% | +222+13.4% | Added |
| Calamos Advisors LLC | 1,851 | $1.53M | 0.01% | +1,851 | New |
| Change Path, LLC | 1,808 | $1.49M | 0.04% | −581−24.3% | Reduced |
| Prakash Investment Advisors LLC | 1,800 | $1.49M | 1.06% | +1,800 | New |
| LRT Capital Management, LLC | 1,789 | $1.48M | 0.98% | −4,637−72.2% | Reduced |
| NWK Group, Inc. | 1,779 | $1.47M | 0.50% | +1,779 | New |
| Geneva Partners, LLC | 1,757 | $1.45M | 0.53% | +207+13.4% | Added |
| Alps Advisors Inc | 1,748 | $1.44M | 0.01% | −184−9.5% | Reduced |
| Fifth Third Bancorp | 1,742 | $1.44M | 0.00% | +3+0.2% | Added |
| Guggenheim Capital LLC | 1,723 | $1.42M | 0.01% | −7−0.4% | Reduced |
| L2 Asset Management, LLC | 1,722 | $1.42M | 0.21% | −412−19.3% | Reduced |
| Maryland State Retirement & Pension System | 1,722 | $1.42M | 0.03% | +79+4.8% | Added |
| Private Advisory Group LLC | 1,703 | $1.41M | 0.12% | +1,703 | New |
| Jones Financial Companies LLLP | 1,738 | $1.40M | 0.00% | +893+105.7% | Added |
| FNY Investment Advisers, LLC | 1,675 | $1.38M | 0.45% | +1,675 | New |
| Illumine Investment Management, LLC | 1,665 | $1.37M | 0.98% | +8+0.5% | Added |
| TimesSquare Capital Management, LLC | 1,645 | $1.36M | 0.02% | −60,065−97.3% | Reduced |
| Swiss Life Asset Management Ltd | 1,633 | $1.35M | 0.01% | +716+78.1% | Added |
| X-Square Capital, LLC | 1,600 | $1.32M | 0.41% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,586 | $1.31M | 0.01% | +196+14.1% | Added |
| Sunbelt Securities, Inc. | 1,571 | $1.30M | 0.09% | +676+75.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,585 | $1.29M | 0.03% | +606+61.9% | Added |
| Diametric Capital, LP | 1,562 | $1.29M | 0.48% | +319+25.7% | Added |
| Segment Wealth Management, LLC | 1,546 | $1.28M | 0.08% | +1,546 | New |
| Cypress Advisory Group LLC | 1,535 | $1.27M | 0.94% | −705−31.5% | Reduced |
| We Are One Seven, LLC | 1,532 | $1.26M | 0.03% | +60+4.1% | Added |
| Vestcor Inc | 1,520 | $1.25M | 0.04% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,517 | $1.25M | 0.42% | +82+5.7% | Added |
| Sanders Morris Harris LLC | 1,500 | $1.24M | 0.16% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 1,500 | $1.24M | 0.17% | +1,500 | New |
| ProShare Advisors LLC | 1,497 | $1.24M | 0.00% | −62−4.0% | Reduced |
| Copeland Capital Management, LLC | 1,479 | $1.22M | 0.03% | −519−26.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,478 | $1.22M | 0.05% | +13+0.9% | Added |
| Sowell Financial Services LLC | 1,462 | $1.21M | 0.05% | −168−10.3% | Reduced |
| Norden Group LLC | 1,452 | $1.20M | 0.12% | −614−29.7% | Reduced |
| Regions Financial Corp | 1,448 | $1.19M | 0.01% | −149−9.3% | Reduced |
| Lecap Asset Management Ltd | 1,439 | $1.19M | 0.41% | −435−23.2% | Reduced |
| Apollon Wealth Management, LLC | 1,437 | $1.19M | 0.02% | −120−7.7% | Reduced |
| Lisanti Capital Growth, LLC | 1,415 | $1.17M | 0.29% | +470+49.7% | Added |
| Requisite Capital Management, LLC | 1,411 | $1.16M | 0.20% | +1,411 | New |
| Daiwa Securities Group Inc. | 1,401 | $1.16M | 0.00% | −649−31.7% | Reduced |
| Point72 Hong Kong Ltd | 1,400 | $1.16M | 0.05% | +1,400 | New |
| Verus Capital Partners, LLC | 1,397 | $1.15M | 0.09% | −40−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,373 | $1.13M | 0.01% | −50−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,329 | $1.10M | 0.01% | −323−19.6% | Reduced |
| Ifrah Financial Services, Inc. | 1,322 | $1.09M | 0.28% | −307−18.8% | Reduced |
| Strategic Blueprint, LLC | 1,319 | $1.09M | 0.05% | +1,319 | New |
| Precision Wealth Strategies, LLC | 1,317 | $1.09M | 0.35% | +67+5.4% | Added |
| OP Asset Management Ltd | 1,316 | $1.09M | 0.01% | +935+245.4% | Added |
| Fortress Financial Solutions, LLC | 1,313 | $1.08M | 1.18% | −28−2.1% | Reduced |
| Encompass More Asset Management | 1,313 | $1.08M | 0.21% | −459−25.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.08M | 0.06% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,304 | $1.08M | 0.45% | −49−3.6% | Reduced |
| Venturi Wealth Management, LLC | 1,293 | $1.07M | 0.05% | −642−33.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,285 | $1.06M | 0.02% | −245−16.0% | Reduced |
| HighPoint Advisor Group LLC | 1,273 | $1.05M | 0.05% | −28−2.2% | Reduced |
| Strid Group, LLC | 1,271 | $1.05M | 0.13% | −500−28.2% | Reduced |
| Sivia Capital Partners, LLC | 1,266 | $1.04M | 0.29% | +187+17.3% | Added |
| Shelton Capital Management | 1,258 | $1.04M | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,256 | $1.04M | 0.04% | +13+1.0% | Added |
| denkapparat Operations GmbH | 1,246 | $1.03M | 0.66% | +308+32.8% | Added |
| Kingsview Wealth Management, LLC | 1,239 | $1.02M | 0.02% | −116−8.6% | Reduced |
| Clearstead Advisors, LLC | 1,218 | $1.01M | 0.01% | +177+17.0% | Added |
| LGT Group Foundation | 1,204 | $1.00M | 0.01% | +350+41.0% | Added |
| Jump Financial, LLC | 1,216 | $1.00M | 0.01% | +1,216 | New |
| Katamaran Capital LLP | 1,205 | $994.3K | 0.91% | +254+26.7% | Added |
| Commerce Bank | 1,187 | $979.5K | 0.01% | −13−1.1% | Reduced |
| Portside Wealth Group, LLC | 1,175 | $969.9K | 0.13% | −246−17.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,170 | $965.5K | 0.04% | −47−3.9% | Reduced |
| Integrated Quantitative Investments LLC | 1,159 | $956.4K | 0.27% | −925−44.4% | Reduced |
| Hanlon Investment Management, Inc. | 1,158 | $955.6K | 0.57% | +1,158 | New |
| Bayesian Capital Management, LP | 1,141 | $941.5K | 0.19% | +1,141 | New |
| EverSource Wealth Advisors, LLC | 1,140 | $940.8K | 0.04% | +219+23.8% | Added |
| CIBC Asset Management Inc | 1,118 | $922.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,116 | $920.9K | 0.05% | +108+10.7% | Added |
| Chicago Partners Investment Group LLC | 937 | $919.2K | 0.02% | +298+46.6% | Added |
| Prelude Capital Management, LLC | 1,098 | $906.0K | 0.07% | −375−25.5% | Reduced |
| Everence Capital Management Inc | 1,080 | $891.0K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 1,078 | $889.5K | 0.07% | +72+7.2% | Added |
| Petra Financial Advisors Inc | 1,075 | $886.8K | 0.52% | +30+2.9% | Added |
| NorthRock Partners, LLC | 1,061 | $875.5K | 0.02% | +496+87.8% | Added |
| O'Neil Global Advisors, Inc. | 1,053 | $869.0K | 0.16% | +1,053 | New |
| JT Stratford LLC | 1,049 | $865.6K | 0.12% | +1,049 | New |
| Umb Bank N A | 1,045 | $862.3K | 0.01% | −47−4.3% | Reduced |
| QRG Capital Management, Inc. | 1,025 | $845.9K | 0.01% | +565+122.8% | Added |
| Kaufman Rossin Wealth, LLC | 1,024 | $845.0K | 0.46% | +53+5.5% | Added |
| Holderness Investments Co | 1,020 | $841.7K | 0.17% | +194+23.5% | Added |
| Susquehanna Fundamental Investments, LLC | 1,018 | $840.0K | 0.03% | −94,210−98.9% | Reduced |
| Simplex Trading, LLC | 1,017 | $839.0K | 0.02% | +431+73.5% | Added |
| PFG Advisors | 1,014 | $836.8K | 0.03% | −484−32.3% | Reduced |
| Centiva Capital, LP | 1,013 | $835.9K | 0.08% | +1,013 | New |
| Cambria Investment Management, L.P. | 1,006 | $830.1K | 0.05% | +247+32.5% | Added |
| Cannon Global Investment Management, LLC | 1,000 | $825.2K | 2.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 999 | $824.4K | 0.21% | +115+13.0% | Added |
| Locust Wood Capital Advisers, LLC | 990 | $816.9K | 0.02% | −1,140−53.5% | Reduced |
| Mount Lucas Management LP | 983 | $811.2K | 0.37% | −74−7.0% | Reduced |
| KBC Group NV | 975 | $805.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 975 | $804.5K | 0.06% | −292−23.0% | Reduced |