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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 260 | $242.7K | 0.00% | −93−26.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 260 | $242.7K | 0.01% | −107−29.2% | Reduced |
| Morris Financial Concepts, Inc. | 264 | $246.4K | 0.09% | +2+0.8% | Added |
| Fisher Asset Management, LLC | 265 | $247.7K | 0.00% | −118−30.8% | Reduced |
| Clark Capital Management Group, Inc. | 266 | $248.3K | 0.00% | +13+5.1% | Added |
| AlphaCore Capital LLC | 267 | $249.2K | 0.01% | +267 | New |
| C M Bidwell & Associates Ltd | 270 | $252.0K | 0.12% | +22+8.9% | Added |
| Kovack Advisors, Inc. | 271 | $252.8K | 0.01% | +271 | New |
| Old National Bancorp | 271 | $252.9K | 0.00% | −113−29.4% | Reduced |
| BCS Wealth Management | 272 | $253.9K | 0.03% | +272 | New |
| Quantum Financial Advisors, LLC | 273 | $254.6K | 0.03% | −193−41.4% | Reduced |
| Symmetry Partners, LLC | 274 | $255.7K | 0.02% | +274 | New |
| Wedbush Securities Inc | 274 | $256.0K | 0.01% | −36−11.6% | Reduced |
| Investment Research Partners LLC | 275 | $256.7K | 0.11% | +70+34.1% | Added |
| D.A. Davidson & Co. | 275 | $256.7K | 0.00% | +26+10.4% | Added |
| Miracle Mile Advisors, LLC | 279 | $260.2K | 0.00% | +1+0.4% | Added |
| Mainsail Asset Management, LLC | 280 | $261.3K | 0.11% | +280 | New |
| Davis R M Inc | 281 | $262.3K | 0.00% | +281 | New |
| Poinciana Advisors Group, LLC | 282 | $263.2K | 0.21% | −4−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 283 | $264.1K | 0.02% | +11+4.0% | Added |
| Moody Aldrich Partners LLC | 284 | $265.1K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 284 | $265.1K | 0.01% | +4+1.4% | Added |
| Keynote Financial Services LLC | 285 | $266.0K | 0.15% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 288 | $268.8K | 0.01% | −12−4.0% | Reduced |
| Archer Investment Corp | 290 | $270.7K | 0.06% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 290 | $270.7K | 0.22% | +290 | New |
| Wealthspire Advisors, LLC | 294 | $274.4K | 0.00% | +204+226.7% | Added |
| Flatrock Wealth Partners LLC | 298 | $278.2K | 0.13% | +298 | New |
| Wealthfront Advisers LLC | 299 | $279.1K | 0.00% | +299 | New |
| Greenspring Advisors, LLC | 299 | $279.1K | 0.02% | +299 | New |
| Wellington Shields Capital Management, LLC | 300 | $280.0K | 0.04% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 300 | $280.0K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 300 | $280.0K | 0.01% | +300 | New |
| Princeton Global Asset Management LLC | 300 | $280.1K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 300 | $280.4K | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 304 | $284.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 305 | $284.7K | 0.19% | +26+9.3% | Added |
| SMART Wealth LLC | 305 | $284.8K | 0.09% | +305 | New |
| Gsa Capital Partners LLP | 305 | $285.0K | 0.02% | +305 | New |
| Inspire Advisors, LLC | 306 | $286.2K | 0.03% | +306 | New |
| One Wealth Capital Management, LLC | 308 | $287.5K | 0.12% | +15+5.1% | Added |
| Qtron Investments LLC | 308 | $287.5K | 0.04% | +60+24.2% | Added |
| SageView Advisory Group, LLC | 310 | $289.3K | 0.01% | +310 | New |
| Capital Advisors Inc | 311 | $290.3K | 0.00% | +8+2.6% | Added |
| Great Lakes Advisors, LLC | 312 | $291.2K | 0.00% | +9+3.0% | Added |
| Interchange Capital Partners, LLC | 312 | $291.2K | 0.05% | +312 | New |
| Armistice Capital, LLC | 313 | $292.1K | 0.01% | +313 | New |
| SFMG, LLC | 314 | $293.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 315 | $294.0K | 0.01% | −6,284−95.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 315 | $294.0K | 0.01% | −855−73.1% | Reduced |
| Affinity Investment Advisors, LLC | 315 | $294.0K | 0.20% | +315 | New |
| AdvisorNet Financial, Inc | 316 | $294.9K | 0.02% | −10−3.1% | Reduced |
| WD Rutherford LLC | 317 | $295.9K | 0.12% | +317 | New |
| Novem Group | 318 | $296.8K | 0.03% | +47+17.3% | Added |
| Avestar Capital, LLC | 318 | $296.9K | 0.02% | +318 | New |
| Johnson Financial Group, Inc. | 321 | $299.6K | 0.01% | −54−14.4% | Reduced |
| Harbour Investments, Inc. | 322 | $300.5K | 0.01% | +69+27.3% | Added |
| Stock Yards Bank & Trust Co | 322 | $300.5K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 325 | $303.3K | 0.00% | +13+4.2% | Added |
| Ashton Thomas Securities, LLC | 325 | $303.3K | 0.06% | +18+5.9% | Added |
| Seeds Investor LLC | 330 | $307.6K | 0.06% | +28+9.3% | Added |
| Glenview Trust Co | 330 | $308.0K | 0.00% | −81−19.7% | Reduced |
| Cigna Investments Inc | 332 | $310.0K | 0.05% | −1−0.3% | Reduced |
| Glenmede Trust Co NA | 334 | $311.7K | 0.00% | +334 | New |
| Ketron Financial | 336 | $313.9K | 0.10% | +336 | New |
| Waterloo Capital, L.P. | 337 | $314.5K | 0.02% | +61+22.1% | Added |
| Koshinski Asset Management, Inc. | 344 | $321.2K | 0.02% | +344 | New |
| Verdence Capital Advisors LLC | 344 | $321.4K | 0.02% | −331−49.0% | Reduced |
| Sagespring Wealth Partners, LLC | 346 | $322.6K | 0.01% | −30−8.0% | Reduced |
| Beacon Pointe Advisors, LLC | 347 | $323.9K | 0.00% | +347 | New |
| DGS Capital Management, LLC | 349 | $325.7K | 0.06% | +349 | New |
| Walleye Capital LLC | 358 | $334.1K | 0.00% | −58−13.9% | Reduced |
| Profund Advisors LLC | 359 | $335.1K | 0.01% | −465−56.4% | Reduced |
| Marks Group Wealth Management, Inc | 361 | $336.7K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 361 | $336.9K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 361 | $336.9K | 0.07% | +361 | New |
| Balboa Wealth Partners | 362 | $337.9K | 0.06% | +16+4.6% | Added |
| Abacus Wealth Partners, LLC | 365 | $340.7K | 0.03% | +365 | New |
| Riversedge Advisors, LLC | 368 | $343.5K | 0.06% | +106+40.5% | Added |
| Arcus Capital Partners, LLC | 368 | $343.5K | 0.12% | +368 | New |
| Axq Capital, LP | 369 | $344.4K | 0.08% | +369 | New |
| V-Square Quantitative Management LLC | 369 | $344.4K | 0.04% | +369 | New |
| Covestor Ltd | 369 | $345.0K | 0.18% | −122−24.8% | Reduced |
| Legato Capital Management LLC | 375 | $350.0K | 0.03% | +375 | New |
| First Washington CORP | 376 | $350.9K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 379 | $353.3K | 0.09% | +10+2.7% | Added |
| Advyzon Investment Management, LLC | 379 | $353.7K | 0.04% | +102+36.8% | Added |
| Picton Mahoney Asset Management | 379 | $353.7K | 0.00% | +376+12,533.3% | Added |
| Mirador Capital Partners LP | 382 | $356.5K | 0.05% | +382 | New |
| FSM Wealth Advisors, LLC | 386 | $360.6K | 0.05% | +123+46.8% | Added |
| Bellecapital International Ltd. | 387 | $361.2K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 388 | $362.1K | 0.01% | +75+24.0% | Added |
| Leeward Financial Partners, LLC | 388 | $362.1K | 0.10% | −146−27.3% | Reduced |
| Magnolia Wealth Management, LLC | 388 | $362.1K | 0.22% | −62−13.8% | Reduced |
| Gibbs Wealth Management | 360 | $363.8K | 0.09% | −232−39.2% | Reduced |
| Keebeck Alpha, LP | 390 | $364.0K | 0.97% | −97−19.9% | Reduced |
| Prospera Financial Services Inc | 391 | $364.9K | 0.01% | +20+5.4% | Added |
| Oppenheimer & Co Inc | 393 | $366.8K | 0.01% | −10−2.5% | Reduced |
| VisionPoint Advisory Group, LLC | 394 | $367.7K | 0.07% | −177−31.0% | Reduced |
| Barlow Wealth Partners, Inc. | 364 | $367.8K | 0.04% | +100+37.9% | Added |