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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 134,276 | $125.3M | 0.03% | +20,619+18.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 143,602 | $134.0M | 0.29% | −8,539−5.6% | Reduced |
| Point72 Asset Management, L.P. | 146,854 | $137.1M | 0.21% | +111,970+321.0% | Added |
| Value Aligned Research Advisors, LLC | 147,021 | $137.2M | 2.81% | +92,306+168.7% | Added |
| UBS Group AG | 153,734 | $143.5M | 0.03% | +26,605+20.9% | Added |
| Bank of America Corp | 154,602 | $144.3M | 0.01% | +21,481+16.1% | Added |
| Evercore Wealth Management, LLC | 155,237 | $144.9M | 2.12% | −4,043−2.5% | Reduced |
| Nuveen, LLC | 176,986 | $165.2M | 0.04% | +22,146+14.3% | Added |
| Voya Investment Management LLC | 178,127 | $165.7M | 0.16% | −38,995−18.0% | Reduced |
| Price T Rowe Associates Inc | 177,616 | $165.8M | 0.02% | −23,216−11.6% | Reduced |
| Franklin Resources Inc | 180,011 | $168.0M | 0.04% | +29,881+19.9% | Added |
| Alliancebernstein L.P. | 182,807 | $170.6M | 0.05% | −28,346−13.4% | Reduced |
| Royal London Asset Management Ltd | 194,800 | $181.8M | 0.38% | −45,748−19.0% | Reduced |
| Goldman Sachs Group Inc | 197,990 | $184.8M | 0.03% | −77,480−28.1% | Reduced |
| Clearbridge Investments, LLC | 200,545 | $187.2M | 0.15% | −7,646−3.7% | Reduced |
| Artisan Partners Limited Partnership | 216,211 | $201.8M | 0.31% | −18,012−7.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 224,267 | $209.3M | 0.12% | +34,064+17.9% | Added |
| Bank of New York Mellon Corp | 227,688 | $212.5M | 0.04% | −43,689−16.1% | Reduced |
| Hood River Capital Management LLC | 245,857 | $229.5M | 2.52% | +4,666+1.9% | Added |
| Dimensional Fund Advisors LP | 265,524 | $247.8M | 0.05% | −39,147−12.8% | Reduced |
| Castle Hook Partners LP | 267,834 | $250.0M | 3.59% | −11,098−4.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 267,873 | $250.0M | 0.97% | −4,568−1.7% | Reduced |
| Lord, Abbett & Co. LLC | 271,580 | $253.5M | 0.78% | −2,167−0.8% | Reduced |
| AMF Pensionsforsakring AB | 271,668 | $253.5M | 1.57% | −53,306−16.4% | Reduced |
| Baillie Gifford & Co | 274,742 | $256.4M | 0.21% | −138,042−33.4% | Reduced |
| Charles Schwab Investment Management Inc | 286,482 | $267.4M | 0.04% | +78,753+37.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 289,039 | $269.8M | 0.91% | −81,584−22.0% | Reduced |
| Deutsche Bank AG | 312,824 | $292.0M | 0.10% | +74,412+31.2% | Added |
| Federated Hermes, Inc. | 317,466 | $296.3M | 0.50% | −6,813−2.1% | Reduced |
| Northern Trust Corp | 318,782 | $297.5M | 0.04% | +9,459+3.1% | Added |
| Morgan Stanley | 431,673 | $402.9M | 0.02% | +86,013+24.9% | Added |
| First Trust Advisors LP | 482,099 | $449.9M | 0.33% | −31,158−6.1% | Reduced |
| Norges Bank | 503,173 | $469.6M | 0.05% | +503,173 | New |
| Invesco Ltd. | 652,979 | $609.4M | 0.06% | −411,581−38.7% | Reduced |
| Westfield Capital Management Co LP | 668,835 | $624.2M | 2.60% | −164,360−19.7% | Reduced |
| JPMorgan Chase & Co | 706,992 | $659.8M | 0.04% | −27,527−3.7% | Reduced |
| AQR Capital Management LLC | 1,019,922 | $951.9M | 0.50% | +184,362+22.1% | Added |
| Geode Capital Management, LLC | 1,185,909 | $1.10B | 0.07% | +332,441+39.0% | Added |
| State Street Corp | 1,428,674 | $1.33B | 0.04% | +375,118+35.6% | Added |
| Capital World Investors | 1,640,532 | $1.53B | 0.21% | −158,778−8.8% | Reduced |
| FMR LLC | 1,670,711 | $1.56B | 0.08% | −221,310−11.7% | Reduced |
| BlackRock, Inc. | 3,448,635 | $3.22B | 0.05% | −528,953−13.3% | Reduced |
| Vanguard Group Inc | 4,310,126 | $4.02B | 0.06% | +625,567+17.0% | Added |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −121,581−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −48,295−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −32,390−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,635−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,577−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −7,472−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −6,536−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −4,863−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,706−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Applied Capital LLC | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |