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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
Spears Abacus Advisors LLC260$242.7K0.00%−93−26.3%Reduced
Mount Yale Investment Advisors, LLC260$242.7K0.01%−107−29.2%Reduced
Morris Financial Concepts, Inc.264$246.4K0.09%+2+0.8%Added
Fisher Asset Management, LLC265$247.7K0.00%−118−30.8%Reduced
Clark Capital Management Group, Inc.266$248.3K0.00%+13+5.1%Added
AlphaCore Capital LLC267$249.2K0.01%+267New
C M Bidwell & Associates Ltd270$252.0K0.12%+22+8.9%Added
Kovack Advisors, Inc.271$252.8K0.01%+271New
Old National Bancorp271$252.9K0.00%−113−29.4%Reduced
BCS Wealth Management272$253.9K0.03%+272New
Quantum Financial Advisors, LLC273$254.6K0.03%−193−41.4%Reduced
Symmetry Partners, LLC274$255.7K0.02%+274New
Wedbush Securities Inc274$256.0K0.01%−36−11.6%Reduced
Investment Research Partners LLC275$256.7K0.11%+70+34.1%Added
D.A. Davidson & Co.275$256.7K0.00%+26+10.4%Added
Miracle Mile Advisors, LLC279$260.2K0.00%+1+0.4%Added
Mainsail Asset Management, LLC280$261.3K0.11%+280New
Davis R M Inc281$262.3K0.00%+281New
Poinciana Advisors Group, LLC282$263.2K0.21%−4−1.4%Reduced
Armstrong Advisory Group, Inc283$264.1K0.02%+11+4.0%Added
Moody Aldrich Partners LLC284$265.1K0.05%00.0%Unchanged
First Citizens Bank & Trust Co284$265.1K0.01%+4+1.4%Added
Keynote Financial Services LLC285$266.0K0.15%00.0%Unchanged
Resonant Capital Advisors, LLC288$268.8K0.01%−12−4.0%Reduced
Archer Investment Corp290$270.7K0.06%00.0%Unchanged
Rhodes Investment Advisors Inc290$270.7K0.22%+290New
Wealthspire Advisors, LLC294$274.4K0.00%+204+226.7%Added
Flatrock Wealth Partners LLC298$278.2K0.13%+298New
Wealthfront Advisers LLC299$279.1K0.00%+299New
Greenspring Advisors, LLC299$279.1K0.02%+299New
Wellington Shields Capital Management, LLC300$280.0K0.04%00.0%Unchanged
BOS Asset Management, LLC300$280.0K0.07%00.0%Unchanged
Exencial Wealth Advisors, LLC300$280.0K0.01%+300New
Princeton Global Asset Management LLC300$280.1K0.05%00.0%Unchanged
Blue Chip Partners, Inc.300$280.4K0.02%00.0%Unchanged
Employees Retirement System of Texas304$284.0K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.305$284.7K0.19%+26+9.3%Added
SMART Wealth LLC305$284.8K0.09%+305New
Gsa Capital Partners LLP305$285.0K0.02%+305New
Inspire Advisors, LLC306$286.2K0.03%+306New
One Wealth Capital Management, LLC308$287.5K0.12%+15+5.1%Added
Qtron Investments LLC308$287.5K0.04%+60+24.2%Added
SageView Advisory Group, LLC310$289.3K0.01%+310New
Capital Advisors Inc311$290.3K0.00%+8+2.6%Added
Great Lakes Advisors, LLC312$291.2K0.00%+9+3.0%Added
Interchange Capital Partners, LLC312$291.2K0.05%+312New
Armistice Capital, LLC313$292.1K0.01%+313New
SFMG, LLC314$293.1K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.315$294.0K0.01%−6,284−95.2%Reduced
Fifth Third Wealth Advisors LLC315$294.0K0.01%−855−73.1%Reduced
Affinity Investment Advisors, LLC315$294.0K0.20%+315New
AdvisorNet Financial, Inc316$294.9K0.02%−10−3.1%Reduced
WD Rutherford LLC317$295.9K0.12%+317New
Novem Group318$296.8K0.03%+47+17.3%Added
Avestar Capital, LLC318$296.9K0.02%+318New
Johnson Financial Group, Inc.321$299.6K0.01%−54−14.4%Reduced
Harbour Investments, Inc.322$300.5K0.01%+69+27.3%Added
Stock Yards Bank & Trust Co322$300.5K0.01%00.0%Unchanged
Scotia Capital Inc.325$303.3K0.00%+13+4.2%Added
Ashton Thomas Securities, LLC325$303.3K0.06%+18+5.9%Added
Seeds Investor LLC330$307.6K0.06%+28+9.3%Added
Glenview Trust Co330$308.0K0.00%−81−19.7%Reduced
Cigna Investments Inc332$310.0K0.05%−1−0.3%Reduced
Glenmede Trust Co NA334$311.7K0.00%+334New
Ketron Financial336$313.9K0.10%+336New
Waterloo Capital, L.P.337$314.5K0.02%+61+22.1%Added
Koshinski Asset Management, Inc.344$321.2K0.02%+344New
Verdence Capital Advisors LLC344$321.4K0.02%−331−49.0%Reduced
Sagespring Wealth Partners, LLC346$322.6K0.01%−30−8.0%Reduced
Beacon Pointe Advisors, LLC347$323.9K0.00%+347New
DGS Capital Management, LLC349$325.7K0.06%+349New
Walleye Capital LLC358$334.1K0.00%−58−13.9%Reduced
Profund Advisors LLC359$335.1K0.01%−465−56.4%Reduced
Marks Group Wealth Management, Inc361$336.7K0.03%00.0%Unchanged
Proficio Capital Partners LLC361$336.9K0.02%00.0%Unchanged
Drive Wealth Management, LLC361$336.9K0.07%+361New
Balboa Wealth Partners362$337.9K0.06%+16+4.6%Added
Abacus Wealth Partners, LLC365$340.7K0.03%+365New
Riversedge Advisors, LLC368$343.5K0.06%+106+40.5%Added
Arcus Capital Partners, LLC368$343.5K0.12%+368New
Axq Capital, LP369$344.4K0.08%+369New
V-Square Quantitative Management LLC369$344.4K0.04%+369New
Covestor Ltd369$345.0K0.18%−122−24.8%Reduced
Legato Capital Management LLC375$350.0K0.03%+375New
First Washington CORP376$350.9K0.09%00.0%Unchanged
Ewa, LLC379$353.3K0.09%+10+2.7%Added
Advyzon Investment Management, LLC379$353.7K0.04%+102+36.8%Added
Picton Mahoney Asset Management379$353.7K0.00%+376+12,533.3%Added
Mirador Capital Partners LP382$356.5K0.05%+382New
FSM Wealth Advisors, LLC386$360.6K0.05%+123+46.8%Added
Bellecapital International Ltd.387$361.2K0.06%00.0%Unchanged
Global Retirement Partners, LLC388$362.1K0.01%+75+24.0%Added
Leeward Financial Partners, LLC388$362.1K0.10%−146−27.3%Reduced
Magnolia Wealth Management, LLC388$362.1K0.22%−62−13.8%Reduced
Gibbs Wealth Management360$363.8K0.09%−232−39.2%Reduced
Keebeck Alpha, LP390$364.0K0.97%−97−19.9%Reduced
Prospera Financial Services Inc391$364.9K0.01%+20+5.4%Added
Oppenheimer & Co Inc393$366.8K0.01%−10−2.5%Reduced
VisionPoint Advisory Group, LLC394$367.7K0.07%−177−31.0%Reduced
Barlow Wealth Partners, Inc.364$367.8K0.04%+100+37.9%Added