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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.

Institutional holdersQ3 2025: 888 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ3 2025: $27.5B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Scotia Capital Inc.312$257.5K0.00%+312New
Wedbush Securities Inc310$256.0K0.01%+310New
Ashton Thomas Securities, LLC307$253.3K0.04%+307New
Employees Retirement System of Texas304$251.0K0.00%+11+3.8%Added
Capital Advisors Inc303$250.0K0.00%+303New
Great Lakes Advisors, LLC303$250.0K0.00%+303New
Seeds Investor LLC302$248.9K0.05%+302New
Sumitomo Mitsui Trust Holdings, Inc.301$248.4K0.00%−209−41.0%Reduced
PharVision Advisers, LLC301$248.4K0.14%+301New
Blue Chip Partners, Inc.300$247.7K0.02%+300New
Princeton Global Asset Management LLC300$247.6K0.04%+25+9.1%Added
Wellington Shields Capital Management, LLC300$247.6K0.04%+300New
RiverGlades Family Offices LLC300$247.6K0.15%+300New
Resonant Capital Advisors, LLC300$247.6K0.01%+300New
BOS Asset Management, LLC300$247.6K0.07%+300New
One Wealth Capital Management, LLC293$241.8K0.11%+293New
GK Wealth Management LLC292$241.4K0.18%−92−24.0%Reduced
Archer Investment Corp290$239.3K0.05%+20+7.4%Added
Poinciana Advisors Group, LLC286$236.0K0.20%+286New
Keynote Financial Services LLC285$235.2K0.14%+285New
Moody Aldrich Partners LLC284$234.4K0.04%+284New
Boothbay Fund Management, LLC281$231.9K0.01%+281New
Wetherby Asset Management Inc280$231.1K0.01%+280New
First Citizens Bank & Trust Co280$231.1K0.00%+280New
Exchange Traded Concepts, LLC279$230.2K0.00%+279New
Comprehensive Financial Planning, Inc.279$230.2K0.16%+279New
Miracle Mile Advisors, LLC278$229.1K0.00%+278New
Advyzon Investment Management, LLC277$228.6K0.04%+277New
OneAscent Financial Services LLC276$227.8K0.02%+276New
Waterloo Capital, L.P.276$227.8K0.02%+276New
NewEdge Wealth, LLC228$225.6K0.00%+228New
Knightsbridge Asset Management, LLC273$225.3K0.04%+273New
Armstrong Advisory Group, Inc272$224.4K0.02%+262+2,620.0%Added
First Affirmative Financial Network271$224.0K0.11%+271New
Novem Group271$223.6K0.03%+271New
Beirne Wealth Consulting Services, LLC270$222.8K0.05%+270New
Glenmede Investment Management, LP270$222.8K0.00%+270New
Retirement Guys Formula LLC265$218.3K0.08%−184−41.0%Reduced
FSM Wealth Advisors, LLC263$217.3K0.03%+263New
Synovus Financial Corp263$217.0K0.00%+263New
Stratos Wealth Partners, LTD.262$216.2K0.00%+262New
Morris Financial Concepts, Inc.262$216.2K0.08%−168−39.1%Reduced
Strategy Asset Managers LLC262$216.2K0.04%+262New
Riversedge Advisors, LLC262$216.2K0.04%+262New
Catalyst Financial Partners LLC262$216.2K0.03%+262New
Procyon Private Wealth Partners, LLC261$215.4K0.01%+261New
Austin Private Wealth, LLC259$213.7K0.02%+259New
Galvin, Gaustad & Stein, LLC259$213.7K0.02%+259New
Aaron Wealth Advisors257$212.1K0.01%+257New
Clark Capital Management Group, Inc.253$208.8K0.00%+253New
Barlow Wealth Partners, Inc.264$208.8K0.02%+264New
Harbour Investments, Inc.253$208.5K0.00%+26+11.5%Added
Investment Research Partners LLC205$207.2K0.09%+205New
Empire Financial Management Company, LLC250$206.3K0.05%+250New
D.A. Davidson & Co.249$205.5K0.00%+249New
C M Bidwell & Associates Ltd248$204.6K0.10%+248New
Qtron Investments LLC248$204.6K0.03%+248New
Silver Coast Investments LLC248$204.6K0.07%+248New
Canandaigua National Bank & Trust Co246$203.0K0.02%−183−42.7%Reduced
Measured Wealth Private Client Group, LLC238$196.4K0.05%+238New
Coston, McIsaac & Partners232$191.0K0.05%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.214$176.6K0.00%−50−18.9%Reduced
ISAM Funds (UK) Ltd211$174.1K0.04%+211New
Parkside Financial Bank & Trust199$164.2K0.01%−3−1.5%Reduced
Massmutual Trust Co FSB199$164.2K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.164$135.3K0.09%−44−21.2%Reduced
Smartleaf Asset Management LLC159$127.5K0.01%+40+33.6%Added
Mather Group, LLC.147$121.3K0.00%+147New
Larson Financial Group LLC142$117.3K0.00%+116+446.2%Added
MAI Capital Management134$110.8K0.00%−51−27.6%Reduced
Icon Wealth Advisors, LLC122$100.7K0.01%+122New
Tradewinds Capital Management, LLC113$93.2K0.02%00.0%Unchanged
Capco Asset Management, LLC108$89.1K0.02%−37−25.5%Reduced
Versant Capital Management, Inc103$85.0K0.01%−1−1.0%Reduced
Root Financial Partners, LLC103$85.0K0.01%+103New
Cullen/Frost Bankers, Inc.102$84.3K0.00%−13−11.3%Reduced
Hazlett, Burt & Watson, Inc.100$83.0K0.03%+100New
Byrne Asset Management LLC100$82.5K0.05%00.0%Unchanged
Stone House Investment Management, LLC96$79.3K0.01%00.0%Unchanged
Loomis Sayles & Co L P95$78.4K0.00%+95New
Huntington National Bank93$76.7K0.00%−118−55.9%Reduced
Rakuten Securities, Inc.92$75.9K0.03%+78+557.1%Added
Wealthspire Advisors, LLC90$74.3K0.00%+90New
Solstein Capital, LLC84$69.3K0.03%00.0%Unchanged
Nomura Asset Management Co Ltd83$68.5K0.00%00.0%Unchanged
Rise Advisors, LLC82$67.4K0.02%00.0%Unchanged
Barrett & Company, Inc.80$66.0K0.02%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.69$56.9K0.00%00.0%Unchanged
Private Trust Co NA66$54.5K0.00%−16−19.5%Reduced
Crewe Advisors LLC64$52.8K0.01%+42+190.9%Added
Wexford Capital LP64$52.8K0.02%+64New
Anchor Investment Management, LLC59$48.7K0.00%00.0%Unchanged
Sound Income Strategies, LLC57$47.6K0.00%00.0%Unchanged
Avion Wealth57$47.0K0.01%+54+1,800.0%Added
Sterling Capital Management LLC53$43.7K0.00%00.0%Unchanged
Financial Life Planners50$41.5K0.03%+50New
Hemington Wealth Management50$41.0K0.01%+5+11.1%Added
Eastern Bank37$30.5K0.00%+37New
NBC Securities, Inc.37$30.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$28.1K0.00%00.0%Unchanged