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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 549 | $453.1K | 0.04% | −65−10.6% | Reduced |
| Pinebridge Investments, L.P. | 547 | $451.4K | 0.00% | −12,433−95.8% | Reduced |
| Parallel Advisors, LLC | 542 | $447.4K | 0.01% | +7+1.3% | Added |
| Cresset Asset Management, LLC | 539 | $444.8K | 0.00% | +26+5.1% | Added |
| Snowden Capital Advisors LLC | 539 | $444.8K | 0.01% | +539 | New |
| Net Worth Advisory Group | 538 | $444.0K | 0.13% | −19−3.4% | Reduced |
| Signaturefd, LLC | 538 | $443.9K | 0.01% | +39+7.8% | Added |
| Leeward Financial Partners, LLC | 534 | $440.6K | 0.13% | +33+6.6% | Added |
| Pinnacle Financial Partners Inc | 526 | $434.0K | 0.01% | −49−8.5% | Reduced |
| Westover Capital Advisors, LLC | 526 | $434.0K | 0.08% | +32+6.5% | Added |
| Brown Miller Wealth Management, LLC | 526 | $434.0K | 0.12% | +526 | New |
| Axxcess Wealth Management, LLC | 526 | $434.0K | 0.01% | +526 | New |
| Candriam Luxembourg S.C.A. | 522 | $430.7K | 0.00% | +522 | New |
| Greenleaf Trust | 519 | $428.3K | 0.00% | +97+23.0% | Added |
| Ipswich Investment Management Co., Inc. | 519 | $428.3K | 0.10% | +519 | New |
| SkyOak Wealth, LLC | 507 | $418.4K | 0.08% | −354−41.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 505 | $417.0K | 0.00% | −19−3.6% | Reduced |
| Fulton Bank, N.A. | 505 | $416.7K | 0.01% | +505 | New |
| Aigen Investment Management, LP | 502 | $414.2K | 0.06% | +502 | New |
| City Center Advisors, LLC | 500 | $412.6K | 0.40% | −137−21.5% | Reduced |
| Mindset Wealth Management, LLC | 500 | $412.6K | 0.11% | −25−4.8% | Reduced |
| Covestor Ltd | 491 | $406.0K | 0.22% | −41−7.7% | Reduced |
| Semanteon Capital Management, LP | 492 | $406.0K | 0.51% | +492 | New |
| Wedmont Private Capital | 497 | $405.9K | 0.02% | +18+3.8% | Added |
| Keebeck Alpha, LP | 487 | $401.9K | 0.56% | −364−42.8% | Reduced |
| Savant Capital, LLC | 487 | $401.9K | 0.00% | +19+4.1% | Added |
| CAPROCK Group, Inc. | 566 | $398.5K | 0.01% | +566 | New |
| Prime Capital Investment Advisors, LLC | 480 | $396.1K | 0.00% | −24−4.8% | Reduced |
| Davenport & Co LLC | 478 | $394.6K | 0.00% | −18−3.6% | Reduced |
| Abel Hall, LLC | 477 | $394.0K | 0.16% | −16−3.2% | Reduced |
| True Wealth Design, LLC | 473 | $390.3K | 0.12% | +88+22.9% | Added |
| Roundview Capital LLC | 472 | $389.5K | 0.02% | +472 | New |
| Baader Bank INC | 759 | $387.2K | 0.03% | +759 | New |
| Quantum Financial Advisors, LLC | 466 | $384.4K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 463 | $381.9K | 0.05% | −1−0.2% | Reduced |
| EntryPoint Capital, LLC | 460 | $379.6K | 0.15% | +460 | New |
| Optimist Retirement Group LLC | 454 | $374.6K | 0.17% | +454 | New |
| Lido Advisors, LLC | 452 | $373.0K | 0.00% | +452 | New |
| Magnolia Wealth Management, LLC | 450 | $371.3K | 0.23% | 00.0% | Unchanged |
| Optimize Financial Inc | 447 | $368.9K | 0.19% | −210−32.0% | Reduced |
| Skopos Labs, Inc. | 690 | $368.6K | 0.05% | −1−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 445 | $367.4K | 0.22% | −152−25.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 440 | $363.1K | 0.12% | +28+6.8% | Added |
| Aptus Capital Advisors, LLC | 436 | $359.8K | 0.00% | −31,725−98.6% | Reduced |
| Modern Wealth Management, LLC | 434 | $358.3K | 0.01% | +434 | New |
| Claret Asset Management Corp | 428 | $353.0K | 0.04% | −6−1.4% | Reduced |
| Financial Engines Advisors L.L.C. | 424 | $349.9K | 0.00% | −1−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 419 | $345.8K | 0.02% | −49−10.5% | Reduced |
| Armis Advisers, LLC | 352 | $344.1K | 0.03% | +352 | New |
| Walleye Capital LLC | 416 | $343.3K | 0.00% | −3,281−88.7% | Reduced |
| Essex Financial Services, Inc. | 411 | $339.1K | 0.02% | +411 | New |
| Glenview Trust Co | 411 | $339.1K | 0.01% | −122−22.9% | Reduced |
| Walker Asset Management, LLC | 410 | $338.3K | 0.19% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 406 | $335.0K | 0.11% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 404 | $333.8K | 0.00% | +404 | New |
| Oppenheimer & Co Inc | 403 | $332.5K | 0.00% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 400 | $330.1K | 0.04% | −169−29.7% | Reduced |
| Fidelis Capital Partners, LLC | 400 | $330.1K | 0.03% | +55+15.9% | Added |
| Fiduciary Planning LLC | 400 | $330.1K | 0.10% | 00.0% | Unchanged |
| American Trust | 395 | $325.9K | 0.03% | +5+1.3% | Added |
| Bellecapital International Ltd. | 387 | $319.3K | 0.05% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 386 | $318.5K | 0.03% | +386 | New |
| Old National Bancorp | 384 | $316.9K | 0.01% | −4−1.0% | Reduced |
| Fisher Asset Management, LLC | 383 | $316.4K | 0.00% | +383 | New |
| Arkadios Wealth Advisors | 383 | $316.1K | 0.01% | +383 | New |
| Two Sigma Securities, LLC | 379 | $312.7K | 0.05% | +379 | New |
| First Washington CORP | 376 | $310.3K | 0.08% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 376 | $309.9K | 0.01% | −105−21.8% | Reduced |
| Gitterman Wealth Management, LLC | 375 | $309.6K | 0.07% | +181+93.3% | Added |
| Johnson Financial Group, Inc. | 375 | $309.4K | 0.01% | −239−38.9% | Reduced |
| Ausdal Financial Partners, Inc. | 374 | $308.5K | 0.02% | +374 | New |
| Cooper Financial Group | 373 | $307.8K | 0.03% | −1−0.3% | Reduced |
| QTR Family Wealth, LLC | 373 | $307.8K | 0.15% | +373 | New |
| Prospera Financial Services Inc | 371 | $306.2K | 0.01% | +371 | New |
| Ewa, LLC | 369 | $304.8K | 0.08% | +369 | New |
| Northwest Wealth Management, LLC | 368 | $303.7K | 0.05% | +368 | New |
| Citizens Financial Group Inc | 367 | $302.9K | 0.00% | +367 | New |
| Mount Yale Investment Advisors, LLC | 367 | $302.9K | 0.02% | +239+186.7% | Added |
| World Equity Group, Inc. | 366 | $302.0K | 0.07% | +366 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 364 | $300.0K | 0.00% | +3+0.8% | Added |
| Proficio Capital Partners LLC | 361 | $297.9K | 0.02% | −766−68.0% | Reduced |
| Marks Group Wealth Management, Inc | 361 | $297.5K | 0.03% | +361 | New |
| Quarry LP | 359 | $296.2K | 0.07% | +45+14.3% | Added |
| Symphony Financial, Ltd. Co. | 357 | $293.8K | 0.04% | +357 | New |
| Spears Abacus Advisors LLC | 353 | $291.3K | 0.01% | +353 | New |
| Balboa Wealth Partners | 346 | $285.5K | 0.05% | −242−41.2% | Reduced |
| RSM US Wealth Management LLC | 340 | $280.2K | 0.00% | +340 | New |
| Savvy Advisors, Inc. | 335 | $276.4K | 0.01% | +335 | New |
| Cigna Investments Inc | 333 | $274.0K | 0.04% | +333 | New |
| AdvisorNet Financial, Inc | 326 | $269.0K | 0.02% | −15−4.4% | Reduced |
| Stock Yards Bank & Trust Co | 322 | $265.7K | 0.01% | +322 | New |
| Mayflower Financial Advisors, LLC | 319 | $263.3K | 0.03% | −115−26.5% | Reduced |
| Bey-Douglas LLC | 319 | $263.2K | 0.20% | +319 | New |
| Cyndeo Wealth Partners, LLC | 317 | $261.6K | 0.01% | +317 | New |
| Central Valley Advisors, LLC | 317 | $261.6K | 0.08% | +317 | New |
| AdvisorShares Investments LLC | 315 | $259.9K | 0.04% | −674−68.1% | Reduced |
| Vise Technologies, Inc. | 314 | $259.2K | 0.01% | +314 | New |
| SFMG, LLC | 314 | $259.1K | 0.02% | +314 | New |
| Sage Rhino Capital LLC | 314 | $259.1K | 0.05% | +314 | New |
| Global Retirement Partners, LLC | 313 | $258.2K | 0.01% | +174+125.2% | Added |