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, Q4 2025
Institutional positions in Comfort Systems USA Inc as of Dec 31, 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
- 1,043
- +178 vs. Q3 2025
- Shares held
- 33.3M
- +67.2K (+0.2%) vs. Q3 2025
- Total value
- $31.1B
- +$3.72B (+13.6%) vs. Q3 2025
- New holders
- 260
- 353 more added
- Sold out
- 82
- 338 more reduced
23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 26,103 | $24.4M | 0.06% | +12,566+92.8% | Added |
| Korea Investment CORP | 26,156 | $24.4M | 0.05% | +26,156 | New |
| Manufacturers Life Insurance Company, The | 26,222 | $24.5M | 0.02% | +450+1.7% | Added |
| Citigroup Inc | 26,248 | $24.5M | 0.02% | +12,174+86.5% | Added |
| Creative Planning | 26,386 | $24.6M | 0.02% | +4,872+22.6% | Added |
| Fred Alger Management, LLC | 27,228 | $25.4M | 0.10% | −6,878−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 27,391 | $25.6M | 0.04% | +26+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,601 | $25.8M | 0.04% | −1,222−4.2% | Reduced |
| Candriam Luxembourg S.C.A. | 28,286 | $26.4M | 0.13% | +27,764+5,318.8% | Added |
| Moran Wealth Management, LLC | 28,357 | $26.5M | 0.81% | +7,192+34.0% | Added |
| Cetera Investment Advisers | 28,456 | $26.6M | 0.03% | +119+0.4% | Added |
| Aviva PLC | 28,773 | $26.9M | 0.05% | +28,134+4,402.8% | Added |
| Jefferies Financial Group Inc. | 29,124 | $27.2M | 0.22% | +22,452+336.5% | Added |
| Ensign Peak Advisors, Inc | 29,579 | $27.6M | 0.05% | +21,410+262.1% | Added |
| Danske Bank A/S | 29,801 | $27.8M | 0.06% | +5,266+21.5% | Added |
| New York State Teachers Retirement System | 29,865 | $27.9M | 0.05% | −2,476−7.7% | Reduced |
| Bessemer Group Inc | 29,958 | $28.0M | 0.04% | +299+1.0% | Added |
| Waratah Capital Advisors Ltd. | 30,161 | $28.1M | 2.14% | +3,309+12.3% | Added |
| CWM, LLC | 30,320 | $28.3M | 0.08% | +4,789+18.8% | Added |
| Schonfeld Strategic Advisors LLC | 31,217 | $29.1M | 0.15% | +10,742+52.5% | Added |
| Mariner, LLC | 32,016 | $29.9M | 0.04% | +14,345+81.2% | Added |
| Robeco Schweiz AG | 32,675 | $30.5M | 0.68% | −36,525−52.8% | Reduced |
| Credit Agricole S A | 33,116 | $30.9M | 0.09% | +4,243+14.7% | Added |
| Man Group plc | 33,324 | $31.1M | 0.06% | +14,485+76.9% | Added |
| BWCP, LP | 33,610 | $31.4M | 5.20% | −6,160−15.5% | Reduced |
| New York State Common Retirement Fund | 33,694 | $31.4M | 0.04% | −248−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 34,043 | $31.8M | 0.06% | +728+2.2% | Added |
| Panagora Asset Management Inc | 35,315 | $33.0M | 0.12% | +2,892+8.9% | Added |
| Macquarie Group Ltd | 35,685 | $33.3M | 0.15% | −7,254−16.9% | Reduced |
| Bank of Montreal | 36,017 | $33.6M | 0.01% | +21,116+141.7% | Added |
| CIBC World Markets Inc. | 36,089 | $33.7M | 0.06% | +6,589+22.3% | Added |
| Asset Management One Co.,Ltd. | 35,880 | $34.0M | 0.09% | +22,269+163.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,369 | $34.9M | 0.04% | +37,005+10,166.2% | Added |
| Renaissance Group LLC | 38,796 | $36.2M | 1.45% | −13,908−26.4% | Reduced |
| Driehaus Capital Management LLC | 40,482 | $37.8M | 0.26% | −10,112−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40,823 | $38.1M | 0.10% | −9,594−19.0% | Reduced |
| Cerity Partners LLC | 41,391 | $38.6M | 0.06% | +8,377+25.4% | Added |
| Teacher Retirement System of Texas | 43,563 | $40.7M | 0.14% | +34,336+372.1% | Added |
| Nomura Asset Management International Inc. | 45,060 | $42.1M | 0.06% | +45,060 | New |
| Merewether Investment Management, LP | 46,349 | $43.3M | 0.99% | +42,180+1,011.8% | Added |
| National Pension Service | 47,044 | $43.9M | 0.03% | +47,044 | New |
| E. Ohman J:or Asset Management AB | 48,559 | $45.3M | 1.06% | +210.0% | Added |
| Systematic Financial Management LP | 49,050 | $45.8M | 1.08% | −15,434−23.9% | Reduced |
| TimesSquare Capital Management, LLC | 51,220 | $47.8M | 0.72% | +49,575+3,013.7% | Added |
| Temasek Holdings (Private) Ltd | 52,557 | $49.1M | 0.16% | +52,557 | New |
| Neuberger Berman Group LLC | 52,726 | $49.2M | 0.04% | −12,070−18.6% | Reduced |
| Artemis Investment Management LLP | 53,195 | $49.6M | 0.60% | −40,136−43.0% | Reduced |
| LPL Financial LLC | 53,554 | $50.0M | 0.01% | −1,112−2.0% | Reduced |
| Renaissance Technologies LLC | 53,980 | $50.4M | 0.08% | +3,580+7.1% | Added |
| SEI Investments Co | 54,154 | $50.5M | 0.05% | +7,745+16.7% | Added |
| Gotham Asset Management, LLC | 54,395 | $50.8M | 0.19% | +16,301+42.8% | Added |
| California State Teachers Retirement System | 55,384 | $51.7M | 0.05% | +21,457+63.2% | Added |
| Blue Grotto Capital, LLC | 55,601 | $51.9M | 5.33% | −40,006−41.8% | Reduced |
| Victory Capital Management Inc | 56,772 | $53.0M | 0.03% | −29,098−33.9% | Reduced |
| BNP Paribas Arbitrage, SA | 57,199 | $53.4M | 0.03% | +39,888+230.4% | Added |
| Lazard Asset Management LLC | 59,272 | $55.3M | 0.09% | −86,199−59.3% | Reduced |
| HSBC Holdings PLC | 59,321 | $55.5M | 0.03% | +52,379+754.5% | Added |
| Wells Fargo & Company | 59,670 | $55.7M | 0.01% | +9,547+19.0% | Added |
| Handelsbanken Fonder AB | 59,898 | $55.9M | 0.17% | −54,560−47.7% | Reduced |
| EULAV Asset Management | 60,708 | $56.7M | 1.51% | −59,900−49.7% | Reduced |
| Storebrand Asset Management AS | 60,946 | $56.9M | 0.15% | +32,301+112.8% | Added |
| Millennium Management LLC | 62,344 | $58.2M | 0.04% | −296,341−82.6% | Reduced |
| Smith Group Asset Management, LLC | 64,873 | $60.5M | 3.21% | +2,213+3.5% | Added |
| Freestone Grove Partners LP | 65,708 | $61.3M | 0.44% | +13,404+25.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 65,954 | $61.6M | 0.05% | −100,568−60.4% | Reduced |
| California Public Employees Retirement System | 66,284 | $61.9M | 0.04% | −1,449−2.1% | Reduced |
| Envestnet Asset Management Inc | 66,412 | $62.0M | 0.02% | −19,418−22.6% | Reduced |
| Squarepoint Ops LLC | 66,569 | $62.1M | 0.13% | +63,199+1,875.3% | Added |
| Schroder Investment Management Group | 66,663 | $62.2M | 0.05% | +22,659+51.5% | Added |
| Rhumbline Advisers | 67,179 | $62.7M | 0.05% | −29,484−30.5% | Reduced |
| Barclays PLC | 67,583 | $63.1M | 0.03% | +2,879+4.4% | Added |
| Bridgewater Associates, LP | 68,199 | $63.6M | 0.23% | +16,116+30.9% | Added |
| Allspring Global Investments Holdings, LLC | 65,366 | $65.6M | 0.11% | +65,366 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 74,658 | $69.7M | 0.04% | +74,357+24,703.3% | Added |
| Fiera Capital Corp | 77,117 | $72.0M | 0.23% | +18,985+32.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,560 | $73.8M | 0.05% | +73,491+106,508.7% | Added |
| Congress Asset Management Co | 82,338 | $76.8M | 0.54% | −13,539−14.1% | Reduced |
| Ieq Capital, LLC | 82,925 | $77.4M | 0.23% | +19,889+31.6% | Added |
| Qube Research & Technologies Ltd | 83,184 | $77.6M | 0.11% | −133,531−61.6% | Reduced |
| D. E. Shaw & Co., Inc. | 84,501 | $78.9M | 0.06% | −103,093−55.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 84,731 | $79.1M | 0.11% | +82,295+3,378.3% | Added |
| Raymond James Financial Inc | 86,390 | $80.6M | 0.03% | −14,953−14.8% | Reduced |
| Allianz Asset Management GmbH | 90,856 | $84.8M | 0.10% | +13,183+17.0% | Added |
| KBC Group NV | 91,729 | $85.6M | 0.20% | +90,754+9,308.1% | Added |
| WCM Investment Management, LLC | 93,706 | $88.7M | 0.18% | +12,883+15.9% | Added |
| Swiss National Bank | 96,680 | $90.2M | 0.05% | +27,780+40.3% | Added |
| Janus Henderson Group PLC | 98,927 | $92.3M | 0.04% | +12,746+14.8% | Added |
| Russell Investments Group, Ltd. | 101,295 | $94.5M | 0.10% | −4,704−4.4% | Reduced |
| Principal Financial Group Inc | 104,089 | $97.2M | 0.05% | −56,609−35.2% | Reduced |
| Third Point LLCSuperinvestorThird Point | 105,000 | $98.0M | 1.35% | −95,000−47.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 105,584 | $98.5M | 0.17% | −15,349−12.7% | Reduced |
| GW&K Investment Management, LLC | 111,647 | $104.2M | 0.90% | −63,170−36.1% | Reduced |
| Amundi | 112,626 | $105.1M | 0.03% | +104,546+1,293.9% | Added |
| Capital International Investors | 113,632 | $106.1M | 0.02% | −26,796−19.1% | Reduced |
| American Century Companies Inc | 114,070 | $106.5M | 0.05% | +7,742+7.3% | Added |
| Ameriprise Financial Inc | 115,980 | $108.2M | 0.02% | −28,282−19.6% | Reduced |
| Capital Research Global Investors | 116,587 | $108.8M | 0.02% | −36,020−23.6% | Reduced |
| Royal Bank of Canada | 117,366 | $109.5M | 0.02% | +21,941+23.0% | Added |
| Legal & General Group Plc | 121,860 | $113.7M | 0.03% | +60,315+98.0% | Added |
| SG Americas Securities, LLC | 122,465 | $114.3M | 0.15% | +120,400+5,830.5% | Added |