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 |
|---|---|---|---|---|---|
| American Trust | 395 | $368.6K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 395 | $368.6K | 0.00% | +395 | New |
| Stonebridge Financial Group, LLC | 395 | $368.7K | 0.32% | +395 | New |
| NewEdge Wealth, LLC | 397 | $370.9K | 0.00% | +169+74.1% | Added |
| Gen-Wealth Partners Inc | 410 | $382.6K | 0.12% | +4+1.0% | Added |
| Personal Cfo Solutions, LLC | 410 | $382.7K | 0.06% | −163−28.4% | Reduced |
| Walker Asset Management, LLC | 410 | $382.9K | 0.21% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 412 | $384.5K | 0.07% | −95−18.7% | Reduced |
| Pinebridge Investments LLC | 416 | $388.2K | 0.00% | +416 | New |
| Journey Retirement Planning & Investment Management LLC | 417 | $389.3K | 0.08% | +417 | New |
| Dynasty Wealth Management, LLC | 421 | $392.6K | 0.00% | +17+4.2% | Added |
| Legacy Financial Advisors, Inc. | 421 | $392.9K | 0.05% | +421 | New |
| Kovitz Investment Group Partners, LLC | 421 | $393.0K | 0.01% | −16,353−97.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 421 | $393.0K | 0.00% | −59−12.3% | Reduced |
| True Wealth Design, LLC | 422 | $393.8K | 0.12% | −51−10.8% | Reduced |
| Concurrent Investment Advisors, LLC | 426 | $397.4K | 0.00% | +426 | New |
| Claret Asset Management Corp | 427 | $399.0K | 0.05% | −1−0.2% | Reduced |
| Savvy Advisors, Inc. | 429 | $400.4K | 0.01% | +94+28.1% | Added |
| Financial Engines Advisors L.L.C. | 431 | $402.2K | 0.00% | +7+1.7% | Added |
| World Equity Group, Inc. | 432 | $403.2K | 0.11% | +66+18.0% | Added |
| Northbridge Financial Group, LLC | 434 | $405.0K | 0.18% | +434 | New |
| DRW Securities, LLC | 435 | $406.0K | 0.03% | −437−50.1% | Reduced |
| Equitable Holdings, Inc. | 437 | $407.8K | 0.00% | −157−26.4% | Reduced |
| Modern Wealth Management, LLC | 442 | $412.7K | 0.01% | +8+1.8% | Added |
| RSM US Wealth Management LLC | 442 | $418.1K | 0.01% | +102+30.0% | Added |
| Optimize Financial Inc | 451 | $420.9K | 0.21% | +4+0.9% | Added |
| Optimist Retirement Group LLC | 454 | $423.7K | 0.19% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 457 | $426.5K | 0.22% | +156+51.8% | Added |
| Flow Traders U.S. LLC | 458 | $427.0K | 0.01% | +458 | New |
| Advisor OS, LLC | 458 | $427.6K | 0.03% | −91−16.6% | Reduced |
| D'Orazio & Associates, Inc. | 460 | $429.1K | 0.05% | −3−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 462 | $431.1K | 0.02% | +88+23.5% | Added |
| GTS Securities LLC | 467 | $435.8K | 0.01% | +467 | New |
| Roundview Capital LLC | 474 | $442.4K | 0.03% | +2+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 474 | $442.7K | 0.02% | +157+49.5% | Added |
| Galvin, Gaustad & Stein, LLC | 476 | $443.8K | 0.03% | +217+83.8% | Added |
| Inceptionr LLC | 479 | $447.0K | 0.12% | −166−25.7% | Reduced |
| Laird Norton Trust Company, LLC | 480 | $448.0K | 0.01% | +480 | New |
| Jag Capital Management, LLC | 481 | $448.9K | 0.05% | +95+24.6% | Added |
| Connecticut Wealth Management, LLC | 488 | $455.4K | 0.02% | −102−17.3% | Reduced |
| Tema ETFs LLC | 499 | $465.7K | 0.04% | +499 | New |
| Mindset Wealth Management, LLC | 500 | $466.6K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 493 | $466.8K | 0.02% | +493 | New |
| Forum Financial Management, LP | 504 | $470.4K | 0.01% | −87−14.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 504 | $470.4K | 0.14% | +64+14.5% | Added |
| Snowden Capital Advisors LLC | 506 | $472.2K | 0.01% | −33−6.1% | Reduced |
| Loomis Sayles & Co L P | 507 | $473.2K | 0.00% | +412+433.7% | Added |
| Boothbay Fund Management, LLC | 514 | $479.7K | 0.01% | +233+82.9% | Added |
| Citizens Financial Group Inc | 514 | $479.8K | 0.01% | +147+40.1% | Added |
| Fox Run Management, L.L.C. | 516 | $481.6K | 0.07% | +516 | New |
| TD Private Client Wealth LLC | 517 | $482.5K | 0.01% | −88−14.5% | Reduced |
| AlphaGrep UK Ltd | 517 | $482.5K | 0.16% | +517 | New |
| Essex Financial Services, Inc. | 520 | $485.3K | 0.03% | +109+26.5% | Added |
| Caitlin John, LLC | 523 | $488.1K | 0.32% | +523 | New |
| Ipswich Investment Management Co., Inc. | 523 | $488.1K | 0.11% | +4+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 523 | $488.4K | 0.00% | +18+3.6% | Added |
| Meeder Advisory Services, Inc. | 527 | $491.9K | 0.02% | +108+25.8% | Added |
| Net Worth Advisory Group | 529 | $493.5K | 0.10% | −9−1.7% | Reduced |
| LVW Advisors, LLC | 529 | $493.7K | 0.05% | −109−17.1% | Reduced |
| Wall Street Financial Group, Inc. | 532 | $496.5K | 0.36% | +532 | New |
| Symphony Financial, Ltd. Co. | 535 | $500.0K | 0.07% | +178+49.9% | Added |
| Counterpoint Mutual Funds LLC | 537 | $501.2K | 0.04% | +537 | New |
| Aptus Capital Advisors, LLC | 539 | $503.0K | 0.00% | +103+23.6% | Added |
| Creative Financial Designs Inc | 539 | $503.4K | 0.03% | −153−22.1% | Reduced |
| Greenleaf Trust | 542 | $505.8K | 0.00% | +23+4.4% | Added |
| Brown Miller Wealth Management, LLC | 544 | $507.7K | 0.14% | +18+3.4% | Added |
| Axxcess Wealth Management, LLC | 544 | $507.7K | 0.01% | +18+3.4% | Added |
| Keebeck Wealth Management, LLC | 552 | $515.2K | 0.06% | −41−6.9% | Reduced |
| Westover Capital Advisors, LLC | 552 | $515.2K | 0.09% | +26+4.9% | Added |
| Motley Fool Asset Management LLC | 553 | $516.1K | 0.02% | +553 | New |
| Davenport & Co LLC | 553 | $516.3K | 0.00% | +75+15.7% | Added |
| TCW Group Inc | 554 | $517.0K | 0.00% | +554 | New |
| Northwest Wealth Management, LLC | 555 | $518.0K | 0.08% | +187+50.8% | Added |
| State of Wyoming | 564 | $526.4K | 0.06% | −287−33.7% | Reduced |
| Pinnacle Associates Ltd | 564 | $526.4K | 0.01% | +564 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 564 | $526.4K | 0.04% | +564 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $527.3K | 0.02% | +565 | New |
| Parallel Advisors, LLC | 565 | $527.5K | 0.01% | +23+4.2% | Added |
| Banque Transatlantique SA | 566 | $528.7K | 0.01% | +566 | New |
| Principal Securities, Inc. | 568 | $530.1K | 0.01% | −258−31.2% | Reduced |
| Knightsbridge Asset Management, LLC | 569 | $531.0K | 0.09% | +296+108.4% | Added |
| O'Neil Global Advisors, Inc. | 570 | $532.0K | 0.18% | −483−45.9% | Reduced |
| Applied Finance Capital Management, LLC | 571 | $532.9K | 0.04% | −180−24.0% | Reduced |
| Ronald Blue Trust, Inc. | 574 | $535.7K | 0.01% | −81−12.4% | Reduced |
| Armis Advisers, LLC | 397 | $538.6K | 0.06% | +45+12.8% | Added |
| Polymer Capital Management (US) LLC | 579 | $540.4K | 0.07% | +579 | New |
| Cresset Asset Management, LLC | 582 | $543.3K | 0.00% | +43+8.0% | Added |
| GeoWealth Management, LLC | 587 | $547.9K | 0.02% | +587 | New |
| Signaturefd, LLC | 590 | $550.6K | 0.01% | +52+9.7% | Added |
| SBI Securities Co., Ltd. | 592 | $552.5K | 0.01% | +7+1.2% | Added |
| Inscription Capital, LLC | 593 | $553.8K | 0.06% | +34+6.1% | Added |
| Fulton Bank, N.A. | 595 | $555.3K | 0.02% | +90+17.8% | Added |
| AXS Investments LLC | 600 | $560.0K | 0.19% | 00.0% | Unchanged |
| GenTrust, LLC | 604 | $563.7K | 0.02% | +604 | New |
| Fiducient Advisors LLC | 610 | $569.3K | 0.07% | +610 | New |
| Savant Capital, LLC | 616 | $574.9K | 0.00% | +129+26.5% | Added |
| Spirepoint Private Client, LLC | 616 | $574.9K | 0.05% | +21+3.5% | Added |
| Wedmont Private Capital | 558 | $577.7K | 0.02% | +61+12.3% | Added |
| Beese Fulmer Investment Management, Inc. | 620 | $578.6K | 0.04% | +620 | New |
| F/M Investments LLC | 629 | $587.0K | 0.02% | −155−19.8% | Reduced |