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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
Abel Hall, LLC629$587.5K0.14%+152+31.9%Added
Gallacher Capital Management LLC643$599.7K0.23%−4−0.6%Reduced
Roman Butler Fullerton & Co542$613.1K0.16%+18+3.4%Added
Parkwood LLC673$628.0K0.05%+673New
Delta Investment Management, LLC673$628.2K0.11%+68+11.2%Added
Blair William & Co677$631.4K0.00%−229−25.3%Reduced
Kera Capital Partners, Inc.554$632.7K0.08%+2+0.4%Added
Machina Capital S.A.S.681$635.6K0.12%+127+22.9%Added
Fiduciary Trust Co683$637.2K0.01%−98−12.5%Reduced
Intrust Bank NA685$639.3K0.05%−18−2.6%Reduced
Storgate, LLC690$644.0K0.53%+690New
J2 Capital Management Inc695$648.6K0.47%−262−27.4%Reduced
Keating Financial Advisory Services, Inc.695$648.8K0.09%+695New
QTR Family Wealth, LLC513$651.3K0.29%+140+37.5%Added
Naviter Wealth, LLC702$655.2K0.09%−1−0.1%Reduced
Arkadios Wealth Advisors705$658.2K0.01%+322+84.1%Added
IFP Advisors, Inc716$668.2K0.02%+89+14.2%Added
Pinnacle Financial Partners, Inc.726$677.6K0.01%+726New
Gateway Wealth Partners, LLC726$677.7K0.08%+54+8.0%Added
United Capital Financial Advisers, LLC730$681.3K0.00%+30+4.3%Added
Lido Advisors, LLC774$681.4K0.00%+322+71.2%Added
JT Stratford LLC735$686.0K0.09%−314−29.9%Reduced
Dorsey & Whitney Trust CO LLC737$687.7K0.04%+17+2.4%Added
Sentinus, LLC738$688.8K0.07%+738New
Flagship Harbor Advisors, LLC740$690.7K0.03%−738−49.9%Reduced
Three Seasons Wealth, LLC743$693.4K0.07%−174−19.0%Reduced
Allegiance Financial Group Advisory Services LLC748$698.1K0.15%+141+23.2%Added
Vise Technologies, Inc.752$701.9K0.01%+438+139.5%Added
West Michigan Advisors, LLC768$716.8K0.16%+10+1.3%Added
Astoria Portfolio Advisors LLC.510$721.0K0.16%+510New
Impact Partnership Wealth, LLC773$721.4K0.09%−11−1.4%Reduced
Northwestern Mutual Wealth Management Co781$729.3K0.00%−33−4.1%Reduced
R Squared Ltd795$742.0K0.35%+50+6.7%Added
IHT Wealth Management, LLC778$743.7K0.02%+5+0.6%Added
Sound View Wealth Advisors Group, LLC803$749.4K0.05%−135−14.4%Reduced
Tobam809$755.0K0.19%+809New
Rothschild Investment LLC820$765.4K0.04%+215+35.5%Added
BTC Capital Management, Inc.831$776.5K0.05%−144−14.8%Reduced
Atomi Financial Group, Inc.834$778.2K0.02%+109+15.0%Added
Kingsview Wealth Management, LLC847$790.7K0.01%−392−31.6%Reduced
Catalyst Capital Advisors LLC850$793.3K0.02%00.0%Unchanged
Syon Capital LLC854$797.0K0.04%+5+0.6%Added
Transcend Wealth Collective, LLC865$807.3K0.06%+210+32.1%Added
Caxton Associates LLP865$807.3K0.02%+865New
BayBridge Capital Group, LLC866$808.3K0.50%−8−0.9%Reduced
Ballentine Partners, LLC873$814.8K0.01%−25−2.8%Reduced
National Asset Management, Inc.874$816.0K0.04%−65−6.9%Reduced
Boston Trust Walden Corp875$816.6K0.01%00.0%Unchanged
Journey Strategic Wealth LLC883$824.1K0.02%+33+3.9%Added
Wellington Shields & Co., LLC885$826.0K0.20%+1+0.1%Added
Jackson Thornton Asset Management, LLC802$830.2K0.08%+76+10.5%Added
Canada Post Corp Registered Pension Plan890$830.6K0.03%+890New
LGT Group Foundation879$832.4K0.01%−325−27.0%Reduced
Blueshift Asset Management, LLC899$839.0K0.24%+899New
Mach-1 Financial Group, Inc.922$860.5K0.18%+922New
Park Capital Management, LLC932$870.1K0.62%+932New
MUFG Securities Americas Inc.948$884.8K0.06%+948New
Kingswood Wealth Advisors, LLC953$889.4K0.04%−11−1.1%Reduced
waypoint wealth counsel954$890.4K0.33%+151+18.8%Added
Securian Asset Management, Inc957$893.2K0.03%−1,725−64.3%Reduced
Prelude Capital Management, LLC957$893.2K0.07%−141−12.8%Reduced
Mount Lucas Management LP964$899.7K0.40%−19−1.9%Reduced
Retireful, LLC953$902.4K1.13%−8−0.8%Reduced
Sym Financial Corp968$903.4K0.09%+102+11.8%Added
Venturi Wealth Management, LLC974$908.1K0.04%−319−24.7%Reduced
Everence Capital Management Inc980$915.0K0.05%−100−9.3%Reduced
Sigma Planning Corp867$921.8K0.03%+279+47.4%Added
Strid Group, LLC1,000$933.3K0.12%−271−21.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.1,000$933.3K0.01%+1,000New
Generali Asset Management SPA SGR1,002$935.2K0.02%+1,002New
Umb Bank N A1,004$937.0K0.01%−41−3.9%Reduced
Capital Performance Advisors LLP1,007$939.8K0.07%+190+23.3%Added
Banque Cantonale Vaudoise1,019$950.0K0.03%+1,019New
Kaufman Rossin Wealth, LLC1,024$955.7K0.50%00.0%Unchanged
Prosperity Wealth Management, Inc.1,025$956.6K0.32%+1,025New
HighPoint Advisor Group LLC1,030$961.2K0.02%−243−19.1%Reduced
Central Pacific Bank - Trust Division1,031$962.2K0.12%+1,031New
Quest Partners LLC1,035$966.0K0.05%+218+26.7%Added
Trust Point Inc.1,039$969.7K0.08%−39−3.6%Reduced
Altshuler Shaham Ltd1,042$972.5K0.01%+79+8.2%Added
Algebris (UK) Ltd1,044$974.8K0.08%+1,044New
We Are One Seven, LLC1,045$975.3K0.02%−487−31.8%Reduced
Copeland Capital Management, LLC1,049$979.0K0.02%−430−29.1%Reduced
Norden Group LLC1,057$986.7K0.10%−395−27.2%Reduced
Holderness Investments Co1,060$989.3K0.20%+40+3.9%Added
PFG Advisors1,063$991.7K0.05%+49+4.8%Added
AE Wealth Management LLC1,067$996.1K0.01%+244+29.6%Added
Petra Financial Advisors Inc1,073$1.00M0.59%−2−0.2%Reduced
Portside Wealth Group, LLC1,075$1.00M0.14%−100−8.5%Reduced
XTX Topco Ltd1,081$1.01M0.03%+1,081New
Qsemble Capital Management, LP1,082$1.01M0.08%+1,082New
Summit Trail Advisors, LLC1,087$1.01M0.02%+329+43.4%Added
Hanlon Investment Management, Inc.1,087$1.01M0.56%−71−6.1%Reduced
Westerkirk Capital Inc.1,088$1.02M0.10%+1,088New
Resources Investment Advisors, LLC.1,089$1.02M0.01%−284−20.7%Reduced
Readystate Asset Management LP1,099$1.03M0.05%+1,099New
Chase Investment Counsel Corp1,105$1.03M0.29%+350+46.4%Added
Commerce Bank1,109$1.04M0.01%−78−6.6%Reduced
Northwestern Mutual Investment Management Company, LLC1,125$1.05M0.01%−6,721−85.7%Reduced
Parcion Private Wealth LLC1,131$1.06M0.06%+445+64.9%Added