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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, 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.

Institutional holdersQ4 2025: 1,043 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 heldQ4 2025: $31.1B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2025.

Institutions holding FIX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Signature Equity Partners, LLC30$28.0K0.02%+30New
NBC Securities, Inc.31$28.9K0.00%−6−16.2%Reduced
Quarry LP31$28.9K0.00%−328−91.4%Reduced
Salomon & Ludwin, LLC29$29.9K0.00%00.0%Unchanged
St Germain D J Co Inc33$30.8K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$31.7K0.01%−79−69.9%Reduced
Group One Trading, L.P.34$31.7K0.00%+34New
Kemnay Advisory Services Inc.35$32.7K0.00%+35New
Quent Capital, LLC37$34.5K0.00%+7+23.3%Added
Harel Insurance Investments & Financial Services Ltd.40$37.0K0.00%−11,874−99.7%Reduced
Farmers & Merchants Investments Inc40$37.3K0.00%+9+29.0%Added
Bell Investment Advisors, Inc43$40.1K0.01%+12+38.7%Added
ORG Partners LLC44$41.1K0.01%+17+63.0%Added
JFS Wealth Advisors, LLC44$41.1K0.00%+10+29.4%Added
Larson Financial Group LLC44$41.2K0.00%−98−69.0%Reduced
Rakuten Securities, Inc.45$42.0K0.01%−47−51.1%Reduced
Pension & Wealth Management Advisors, Inc.45$42.9K0.01%+45New
DV Equities, LLC49$45.7K0.01%+49New
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$46.7K0.01%+50New
Elyxium Wealth, LLC50$46.9K0.01%+50New
SHP Wealth Management53$49.3K0.00%+53New
Clear Street Markets LLC53$49.5K0.01%+53New
Anchor Investment Management, LLC59$55.1K0.00%00.0%Unchanged
Private Trust Co NA62$57.9K0.01%−4−6.1%Reduced
Reflection Asset Management65$60.7K0.04%+65New
Crewe Advisors LLC68$63.5K0.01%+4+6.3%Added
Sound Income Strategies, LLC57$63.8K0.00%00.0%Unchanged
SJS Investment Consulting Inc.72$67.2K0.01%+67+1,340.0%Added
Activest Wealth Management75$70.0K0.01%+67+837.5%Added
Barrett & Company, Inc.80$74.7K0.02%00.0%Unchanged
Solstein Capital, LLC84$78.4K0.03%00.0%Unchanged
Huntington National Bank87$81.2K0.00%−6−6.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.94$87.7K0.03%+94New
Stone House Investment Management, LLC96$89.7K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.97$90.5K0.06%−67−40.9%Reduced
Torren Management, LLC99$92.4K0.05%+99New
Hazlett, Burt & Watson, Inc.100$93.0K0.03%00.0%Unchanged
Byrne Asset Management LLC100$93.3K0.05%00.0%Unchanged
Root Financial Partners, LLC101$94.3K0.00%−2−1.9%Reduced
Stephenson National Bank & Trust104$97.1K0.03%+104New
Greenline Wealth Management LLC105$97.9K0.10%+105New
Versant Capital Management, Inc106$98.9K0.01%+3+2.9%Added
Capco Asset Management, LLC108$100.8K0.02%00.0%Unchanged
MAI Capital Management110$102.7K0.00%−24−17.9%Reduced
Maseco LLP120$111.5K0.00%+120New
Pinnacle Wealth Planning Services, Inc.122$113.9K0.01%+122New
Basecamp Wealth Advisors LLC130$121.3K0.03%+130New
Barnes Dennig Private Wealth Management LLC131$122.3K0.12%+131New
USA Financial Portformulas Corp141$131.6K0.02%+141New
SRS Capital Advisors, Inc.147$137.2K0.00%−27,817−99.5%Reduced
Wellington-Altus USA Inc.149$139.1K0.10%+149New
AlphaCentric Advisors LLC149$139.1K0.14%+149New
Smartleaf Asset Management LLC153$144.9K0.01%−6−3.8%Reduced
Cullen/Frost Bankers, Inc.161$150.4K0.00%+59+57.8%Added
Palladiem, LLC165$156.6K0.15%+165New
Massmutual Trust Co FSB197$183.9K0.00%−2−1.0%Reduced
Parkside Financial Bank & Trust204$190.4K0.01%+5+2.5%Added
Liberty One Investment Management, LLC204$190.5K0.02%−357−63.6%Reduced
Havemeyer Place LP212$197.9K0.04%+212New
Fukoku Mutual Life Insurance Co215$200.7K0.01%+215New
Ostrum Asset Management216$201.6K0.01%+216New
Autumn Glory Partners, LLC218$203.5K0.07%+218New
Darden Wealth Group Inc220$205.3K0.10%+220New
Retirement Guys Formula LLC222$206.8K0.09%−43−16.2%Reduced
Two Sigma Securities, LLC222$207.2K0.03%−157−41.4%Reduced
Perennial Investment Advisors, LLC224$209.3K0.02%+224New
Jump Financial, LLC225$210.0K0.00%−991−81.5%Reduced
Angeles Wealth Management, LLC226$210.9K0.01%+226New
Ellevest, Inc.227$211.9K0.03%+227New
Coastal Bridge Advisors, LLC230$214.7K0.02%+230New
Brown Brothers Harriman & Co231$215.6K0.00%+215+1,343.8%Added
Independent Financial Group, LLC231$215.6K0.00%+231New
Coston, McIsaac & Partners232$216.0K0.05%00.0%Unchanged
Summit Financial, LLC232$216.9K0.00%+232New
Jupiter Asset Management Ltd233$217.5K0.00%+233New
Canandaigua National Bank & Trust Co235$219.3K0.02%−11−4.5%Reduced
Fidelis Capital Partners, LLC236$220.3K0.02%−164−41.0%Reduced
International Assets Investment Management, LLC236$220.3K0.02%+236New
Procyon Private Wealth Partners, LLC237$221.2K0.01%−24−9.2%Reduced
OmniStar Financial Group, Inc.237$221.5K0.13%−208−46.7%Reduced
Affinity Capital Advisors, LLC239$223.1K0.03%+239New
Five Oceans Advisors239$223.1K0.08%+239New
Livforsakringsbolaget Skandia, Omsesidigt240$223.8K0.01%+240New
J. Team Financial, Inc.241$224.7K0.22%+241New
Measured Wealth Private Client Group, LLC241$224.9K0.06%+3+1.3%Added
Family Wealth Partners, LLC241$224.9K0.08%+241New
Maia Wealth LLC174$226.2K0.04%+174New
Causeway Capital Management LLC243$226.8K0.00%+243New
Baker Avenue Asset Management, LP243$226.8K0.01%+243New
Catalyst Financial Partners LLC245$228.7K0.03%−17−6.5%Reduced
Financial Advisory Service, Inc.245$228.7K0.01%+245New
Twin Tree Management, LP246$229.6K0.02%−5,226−95.5%Reduced
Silver Coast Investments LLC248$231.5K0.08%00.0%Unchanged
Patton Fund Management, Inc.250$233.3K0.03%+250New
Harbour Capital Advisors, LLC235$235.9K0.05%+235New
Strategy Asset Managers LLC253$236.1K0.04%−9−3.4%Reduced
Highland Capital Management, LLC255$238.0K0.01%+255New
Accurate Wealth Management, LLC238$240.5K0.03%+238New
Family Management Corp258$240.8K0.03%+258New
Aaron Wealth Advisors259$241.7K0.01%+2+0.8%Added