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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 964 | $795.5K | 0.05% | +254+35.8% | Added |
| Altshuler Shaham Ltd | 963 | $794.6K | 0.01% | +257+36.4% | Added |
| Retireful, LLC | 961 | $793.0K | 0.77% | −399−29.3% | Reduced |
| J2 Capital Management Inc | 957 | $789.7K | 0.59% | −572−37.4% | Reduced |
| National Asset Management, Inc. | 939 | $775.1K | 0.04% | −3−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 938 | $774.0K | 0.05% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 932 | $769.0K | 0.03% | +96+11.5% | Added |
| Ethic Inc. | 929 | $766.6K | 0.01% | +104+12.6% | Added |
| Caerus Investment Advisors, LLC | 929 | $766.6K | 0.31% | +929 | New |
| Soltis Investment Advisors LLC | 921 | $759.8K | 0.05% | +21+2.3% | Added |
| National Bank of Canada | 919 | $757.8K | 0.00% | −270−22.7% | Reduced |
| Three Seasons Wealth, LLC | 917 | $756.7K | 0.08% | +917 | New |
| Ariadne Wealth Management, LP | 832 | $747.2K | 0.33% | +5+0.6% | Added |
| Blair William & Co | 906 | $747.2K | 0.00% | −394−30.3% | Reduced |
| Ballentine Partners, LLC | 898 | $741.0K | 0.01% | +19+2.2% | Added |
| Hollencrest Capital Management | 891 | $735.2K | 0.03% | +891 | New |
| Scientech Research LLC | 891 | $735.2K | 0.26% | +891 | New |
| Wellington Shields & Co., LLC | 884 | $729.5K | 0.19% | +136+18.2% | Added |
| Knollwood Investment Advisory, LLC | 880 | $726.2K | 0.07% | −20−2.2% | Reduced |
| Boston Trust Walden Corp | 875 | $722.0K | 0.01% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 874 | $721.3K | 0.46% | −551−38.7% | Reduced |
| DRW Securities, LLC | 872 | $719.2K | 0.04% | +249+40.0% | Added |
| Sym Financial Corp | 866 | $714.6K | 0.08% | +8+0.9% | Added |
| State of Wyoming | 851 | $702.2K | 0.08% | −42−4.7% | Reduced |
| Journey Strategic Wealth LLC | 850 | $701.4K | 0.02% | −128−13.1% | Reduced |
| Catalyst Capital Advisors LLC | 850 | $701.4K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 849 | $700.6K | 0.04% | −33−3.7% | Reduced |
| Point72 Europe (London) LLP | 835 | $689.0K | 0.04% | +835 | New |
| STRS Ohio | 832 | $686.5K | 0.00% | −1,770−68.0% | Reduced |
| Principal Securities, Inc. | 826 | $681.6K | 0.01% | −105−11.3% | Reduced |
| Profund Advisors LLC | 824 | $679.9K | 0.02% | +10+1.2% | Added |
| AE Wealth Management LLC | 823 | $679.3K | 0.00% | −22−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 818 | $675.0K | 0.03% | −26−3.1% | Reduced |
| Quest Partners LLC | 817 | $674.2K | 0.04% | −2,420−74.8% | Reduced |
| Capital Performance Advisors LLP | 817 | $674.2K | 0.11% | +51+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 814 | $672.1K | 0.00% | +31+4.0% | Added |
| CTC Alternative Strategies, Ltd. | 811 | $669.2K | 1.12% | +811 | New |
| waypoint wealth counsel | 803 | $662.6K | 0.26% | +143+21.7% | Added |
| Verdence Capital Advisors LLC | 675 | $659.4K | 0.04% | −439−39.4% | Reduced |
| Waddell & Associates, LLC | 789 | $651.1K | 0.06% | +204+34.9% | Added |
| Impact Partnership Wealth, LLC | 784 | $646.9K | 0.10% | −18−2.2% | Reduced |
| F/M Investments LLC | 784 | $646.9K | 0.02% | +5+0.6% | Added |
| Landscape Capital Management, L.L.C. | 781 | $644.5K | 0.04% | +781 | New |
| Fiduciary Trust Co | 781 | $644.2K | 0.01% | −23−2.9% | Reduced |
| IHT Wealth Management, LLC | 773 | $637.8K | 0.02% | −22−2.8% | Reduced |
| Summit Trail Advisors, LLC | 758 | $625.5K | 0.01% | +758 | New |
| West Michigan Advisors, LLC | 758 | $625.5K | 0.15% | +758 | New |
| Chase Investment Counsel Corp | 755 | $623.0K | 0.18% | +755 | New |
| Applied Finance Capital Management, LLC | 751 | $619.7K | 0.04% | −115−13.3% | Reduced |
| R Squared Ltd | 745 | $614.8K | 0.26% | +239+47.2% | Added |
| Jackson Thornton Asset Management, LLC | 726 | $613.2K | 0.06% | +726 | New |
| Atomi Financial Group, Inc. | 725 | $598.3K | 0.02% | +35+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 720 | $594.4K | 0.03% | +1+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 716 | $590.8K | 0.01% | +716 | New |
| Spire Wealth Management | 711 | $586.8K | 0.02% | +99+16.2% | Added |
| Ossiam | 711 | $586.7K | 0.01% | +711 | New |
| Naviter Wealth, LLC | 703 | $580.1K | 0.07% | +3+0.4% | Added |
| Intrust Bank NA | 703 | $580.1K | 0.05% | −41−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 700 | $577.6K | 0.00% | +171+32.3% | Added |
| Creative Financial Designs Inc | 692 | $571.3K | 0.04% | −213−23.5% | Reduced |
| Bridgefront Capital, LLC | 692 | $571.0K | 0.17% | +162+30.6% | Added |
| Greenwood Capital Associates LLC | 687 | $566.9K | 0.07% | −690−50.1% | Reduced |
| Parcion Private Wealth LLC | 686 | $566.1K | 0.04% | +140+25.6% | Added |
| Gateway Wealth Partners, LLC | 672 | $554.6K | 0.07% | −1−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 666 | $548.8K | 0.05% | +666 | New |
| Ronald Blue Trust, Inc. | 655 | $540.5K | 0.01% | −129−16.5% | Reduced |
| Transcend Wealth Collective, LLC | 655 | $540.5K | 0.04% | +125+23.6% | Added |
| Gallacher Capital Management LLC | 647 | $533.5K | 0.21% | −143−18.1% | Reduced |
| Inceptionr LLC | 645 | $532.2K | 0.13% | +107+19.9% | Added |
| Roman Butler Fullerton & Co | 524 | $529.3K | 0.14% | +3+0.6% | Added |
| Aviva PLC | 639 | $527.3K | 0.00% | −327−33.9% | Reduced |
| LVW Advisors, LLC | 638 | $526.5K | 0.05% | +1+0.2% | Added |
| Pitcairn Co | 635 | $524.0K | 0.04% | −712−52.9% | Reduced |
| Hantz Financial Services, Inc. | 632 | $522.0K | 0.01% | +366+137.6% | Added |
| IFP Advisors, Inc | 627 | $517.4K | 0.01% | +152+32.0% | Added |
| Shell Asset Management Co | 625 | $516.0K | 0.05% | −885−58.6% | Reduced |
| Perigon Wealth Management, LLC | 621 | $512.4K | 0.01% | +621 | New |
| Rafferty Asset Management, LLC | 608 | $501.7K | 0.00% | −6−1.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 607 | $500.9K | 0.12% | 00.0% | Unchanged |
| Rothschild Investment LLC | 605 | $499.3K | 0.03% | +490+426.1% | Added |
| TD Private Client Wealth LLC | 605 | $499.2K | 0.01% | −345−36.3% | Reduced |
| Delta Investment Management, LLC | 605 | $499.2K | 0.09% | +605 | New |
| AXS Investments LLC | 600 | $495.1K | 0.16% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 595 | $491.0K | 0.05% | +595 | New |
| Equitable Holdings, Inc. | 594 | $490.2K | 0.00% | +195+48.9% | Added |
| Keebeck Wealth Management, LLC | 593 | $489.3K | 0.06% | −566−48.8% | Reduced |
| Gibbs Wealth Management | 592 | $488.5K | 0.11% | −432−42.2% | Reduced |
| Forum Financial Management, LP | 591 | $487.7K | 0.01% | −244−29.2% | Reduced |
| Connecticut Wealth Management, LLC | 590 | $486.9K | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 590 | $486.9K | 0.03% | +188+46.8% | Added |
| Sigma Planning Corp | 588 | $485.5K | 0.01% | +78+15.3% | Added |
| SBI Securities Co., Ltd. | 585 | $482.7K | 0.01% | +213+57.3% | Added |
| Personal Cfo Solutions, LLC | 573 | $472.8K | 0.08% | +69+13.7% | Added |
| VisionPoint Advisory Group, LLC | 571 | $471.2K | 0.09% | +159+38.6% | Added |
| Voleon Capital Management LP | 571 | $471.2K | 0.01% | +571 | New |
| Summit Wealth Group LLC | 2,721 | $463.7K | 0.06% | +2,721 | New |
| Liberty One Investment Management, LLC | 561 | $462.9K | 0.03% | +561 | New |
| Inscription Capital, LLC | 559 | $461.5K | 0.05% | −1−0.2% | Reduced |
| Machina Capital S.A.S. | 554 | $457.1K | 0.08% | +554 | New |
| Kera Capital Partners, Inc. | 552 | $455.5K | 0.07% | +112+25.5% | Added |