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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 629 | $587.5K | 0.14% | +152+31.9% | Added |
| Gallacher Capital Management LLC | 643 | $599.7K | 0.23% | −4−0.6% | Reduced |
| Roman Butler Fullerton & Co | 542 | $613.1K | 0.16% | +18+3.4% | Added |
| Parkwood LLC | 673 | $628.0K | 0.05% | +673 | New |
| Delta Investment Management, LLC | 673 | $628.2K | 0.11% | +68+11.2% | Added |
| Blair William & Co | 677 | $631.4K | 0.00% | −229−25.3% | Reduced |
| Kera Capital Partners, Inc. | 554 | $632.7K | 0.08% | +2+0.4% | Added |
| Machina Capital S.A.S. | 681 | $635.6K | 0.12% | +127+22.9% | Added |
| Fiduciary Trust Co | 683 | $637.2K | 0.01% | −98−12.5% | Reduced |
| Intrust Bank NA | 685 | $639.3K | 0.05% | −18−2.6% | Reduced |
| Storgate, LLC | 690 | $644.0K | 0.53% | +690 | New |
| J2 Capital Management Inc | 695 | $648.6K | 0.47% | −262−27.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 695 | $648.8K | 0.09% | +695 | New |
| QTR Family Wealth, LLC | 513 | $651.3K | 0.29% | +140+37.5% | Added |
| Naviter Wealth, LLC | 702 | $655.2K | 0.09% | −1−0.1% | Reduced |
| Arkadios Wealth Advisors | 705 | $658.2K | 0.01% | +322+84.1% | Added |
| IFP Advisors, Inc | 716 | $668.2K | 0.02% | +89+14.2% | Added |
| Pinnacle Financial Partners, Inc. | 726 | $677.6K | 0.01% | +726 | New |
| Gateway Wealth Partners, LLC | 726 | $677.7K | 0.08% | +54+8.0% | Added |
| United Capital Financial Advisers, LLC | 730 | $681.3K | 0.00% | +30+4.3% | Added |
| Lido Advisors, LLC | 774 | $681.4K | 0.00% | +322+71.2% | Added |
| JT Stratford LLC | 735 | $686.0K | 0.09% | −314−29.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 737 | $687.7K | 0.04% | +17+2.4% | Added |
| Sentinus, LLC | 738 | $688.8K | 0.07% | +738 | New |
| Flagship Harbor Advisors, LLC | 740 | $690.7K | 0.03% | −738−49.9% | Reduced |
| Three Seasons Wealth, LLC | 743 | $693.4K | 0.07% | −174−19.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 748 | $698.1K | 0.15% | +141+23.2% | Added |
| Vise Technologies, Inc. | 752 | $701.9K | 0.01% | +438+139.5% | Added |
| West Michigan Advisors, LLC | 768 | $716.8K | 0.16% | +10+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 510 | $721.0K | 0.16% | +510 | New |
| Impact Partnership Wealth, LLC | 773 | $721.4K | 0.09% | −11−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 781 | $729.3K | 0.00% | −33−4.1% | Reduced |
| R Squared Ltd | 795 | $742.0K | 0.35% | +50+6.7% | Added |
| IHT Wealth Management, LLC | 778 | $743.7K | 0.02% | +5+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 803 | $749.4K | 0.05% | −135−14.4% | Reduced |
| Tobam | 809 | $755.0K | 0.19% | +809 | New |
| Rothschild Investment LLC | 820 | $765.4K | 0.04% | +215+35.5% | Added |
| BTC Capital Management, Inc. | 831 | $776.5K | 0.05% | −144−14.8% | Reduced |
| Atomi Financial Group, Inc. | 834 | $778.2K | 0.02% | +109+15.0% | Added |
| Kingsview Wealth Management, LLC | 847 | $790.7K | 0.01% | −392−31.6% | Reduced |
| Catalyst Capital Advisors LLC | 850 | $793.3K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 854 | $797.0K | 0.04% | +5+0.6% | Added |
| Transcend Wealth Collective, LLC | 865 | $807.3K | 0.06% | +210+32.1% | Added |
| Caxton Associates LLP | 865 | $807.3K | 0.02% | +865 | New |
| BayBridge Capital Group, LLC | 866 | $808.3K | 0.50% | −8−0.9% | Reduced |
| Ballentine Partners, LLC | 873 | $814.8K | 0.01% | −25−2.8% | Reduced |
| National Asset Management, Inc. | 874 | $816.0K | 0.04% | −65−6.9% | Reduced |
| Boston Trust Walden Corp | 875 | $816.6K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 883 | $824.1K | 0.02% | +33+3.9% | Added |
| Wellington Shields & Co., LLC | 885 | $826.0K | 0.20% | +1+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 802 | $830.2K | 0.08% | +76+10.5% | Added |
| Canada Post Corp Registered Pension Plan | 890 | $830.6K | 0.03% | +890 | New |
| LGT Group Foundation | 879 | $832.4K | 0.01% | −325−27.0% | Reduced |
| Blueshift Asset Management, LLC | 899 | $839.0K | 0.24% | +899 | New |
| Mach-1 Financial Group, Inc. | 922 | $860.5K | 0.18% | +922 | New |
| Park Capital Management, LLC | 932 | $870.1K | 0.62% | +932 | New |
| MUFG Securities Americas Inc. | 948 | $884.8K | 0.06% | +948 | New |
| Kingswood Wealth Advisors, LLC | 953 | $889.4K | 0.04% | −11−1.1% | Reduced |
| waypoint wealth counsel | 954 | $890.4K | 0.33% | +151+18.8% | Added |
| Securian Asset Management, Inc | 957 | $893.2K | 0.03% | −1,725−64.3% | Reduced |
| Prelude Capital Management, LLC | 957 | $893.2K | 0.07% | −141−12.8% | Reduced |
| Mount Lucas Management LP | 964 | $899.7K | 0.40% | −19−1.9% | Reduced |
| Retireful, LLC | 953 | $902.4K | 1.13% | −8−0.8% | Reduced |
| Sym Financial Corp | 968 | $903.4K | 0.09% | +102+11.8% | Added |
| Venturi Wealth Management, LLC | 974 | $908.1K | 0.04% | −319−24.7% | Reduced |
| Everence Capital Management Inc | 980 | $915.0K | 0.05% | −100−9.3% | Reduced |
| Sigma Planning Corp | 867 | $921.8K | 0.03% | +279+47.4% | Added |
| Strid Group, LLC | 1,000 | $933.3K | 0.12% | −271−21.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,000 | $933.3K | 0.01% | +1,000 | New |
| Generali Asset Management SPA SGR | 1,002 | $935.2K | 0.02% | +1,002 | New |
| Umb Bank N A | 1,004 | $937.0K | 0.01% | −41−3.9% | Reduced |
| Capital Performance Advisors LLP | 1,007 | $939.8K | 0.07% | +190+23.3% | Added |
| Banque Cantonale Vaudoise | 1,019 | $950.0K | 0.03% | +1,019 | New |
| Kaufman Rossin Wealth, LLC | 1,024 | $955.7K | 0.50% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 1,025 | $956.6K | 0.32% | +1,025 | New |
| HighPoint Advisor Group LLC | 1,030 | $961.2K | 0.02% | −243−19.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,031 | $962.2K | 0.12% | +1,031 | New |
| Quest Partners LLC | 1,035 | $966.0K | 0.05% | +218+26.7% | Added |
| Trust Point Inc. | 1,039 | $969.7K | 0.08% | −39−3.6% | Reduced |
| Altshuler Shaham Ltd | 1,042 | $972.5K | 0.01% | +79+8.2% | Added |
| Algebris (UK) Ltd | 1,044 | $974.8K | 0.08% | +1,044 | New |
| We Are One Seven, LLC | 1,045 | $975.3K | 0.02% | −487−31.8% | Reduced |
| Copeland Capital Management, LLC | 1,049 | $979.0K | 0.02% | −430−29.1% | Reduced |
| Norden Group LLC | 1,057 | $986.7K | 0.10% | −395−27.2% | Reduced |
| Holderness Investments Co | 1,060 | $989.3K | 0.20% | +40+3.9% | Added |
| PFG Advisors | 1,063 | $991.7K | 0.05% | +49+4.8% | Added |
| AE Wealth Management LLC | 1,067 | $996.1K | 0.01% | +244+29.6% | Added |
| Petra Financial Advisors Inc | 1,073 | $1.00M | 0.59% | −2−0.2% | Reduced |
| Portside Wealth Group, LLC | 1,075 | $1.00M | 0.14% | −100−8.5% | Reduced |
| XTX Topco Ltd | 1,081 | $1.01M | 0.03% | +1,081 | New |
| Qsemble Capital Management, LP | 1,082 | $1.01M | 0.08% | +1,082 | New |
| Summit Trail Advisors, LLC | 1,087 | $1.01M | 0.02% | +329+43.4% | Added |
| Hanlon Investment Management, Inc. | 1,087 | $1.01M | 0.56% | −71−6.1% | Reduced |
| Westerkirk Capital Inc. | 1,088 | $1.02M | 0.10% | +1,088 | New |
| Resources Investment Advisors, LLC. | 1,089 | $1.02M | 0.01% | −284−20.7% | Reduced |
| Readystate Asset Management LP | 1,099 | $1.03M | 0.05% | +1,099 | New |
| Chase Investment Counsel Corp | 1,105 | $1.03M | 0.29% | +350+46.4% | Added |
| Commerce Bank | 1,109 | $1.04M | 0.01% | −78−6.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,125 | $1.05M | 0.01% | −6,721−85.7% | Reduced |
| Parcion Private Wealth LLC | 1,131 | $1.06M | 0.06% | +445+64.9% | Added |