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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 1,144 | $1.07M | 0.07% | +355+45.0% | Added |
| Perigon Wealth Management, LLC | 1,178 | $1.10M | 0.02% | +557+89.7% | Added |
| Soltis Investment Advisors LLC | 1,180 | $1.10M | 0.07% | +259+28.1% | Added |
| WBI Investments | 1,182 | $1.10M | 0.29% | +1,182 | New |
| Aristotle Atlantic Partners, LLC | 1,210 | $1.13M | 0.05% | +1,210 | New |
| Exchange Traded Concepts, LLC | 1,213 | $1.13M | 0.01% | +934+334.8% | Added |
| North Dakota State Investment Board | 1,224 | $1.14M | 0.04% | +1,224 | New |
| FirstWave Capital Management LLC | 1,225 | $1.14M | 0.68% | +1,225 | New |
| Benjamin Edwards Inc | 1,235 | $1.15M | 0.01% | −351−22.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,243 | $1.16M | 0.01% | −86−6.5% | Reduced |
| denkapparat Operations GmbH | 1,246 | $1.16M | 0.63% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,251 | $1.17M | 0.04% | −5−0.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,260 | $1.18M | 0.52% | +1,260 | New |
| Ifrah Financial Services, Inc. | 1,265 | $1.18M | 0.30% | −57−4.3% | Reduced |
| GAMMA Investing LLC | 1,270 | $1.19M | 0.06% | +154+13.8% | Added |
| EP Wealth Advisors, LLC | 1,273 | $1.19M | 0.01% | +1,273 | New |
| Fortress Financial Solutions, LLC | 1,283 | $1.20M | 1.22% | −30−2.3% | Reduced |
| HMS Capital Management, LLC | 1,293 | $1.21M | 0.50% | −11−0.8% | Reduced |
| Private Advisory Group LLC | 1,294 | $1.21M | 0.10% | −409−24.0% | Reduced |
| Verus Capital Partners, LLC | 1,297 | $1.21M | 0.08% | −100−7.2% | Reduced |
| Change Path, LLC | 1,305 | $1.22M | 0.03% | −503−27.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.22M | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,307 | $1.22M | 0.08% | −893−40.6% | Reduced |
| Ariadne Wealth Management, LP | 946 | $1.23M | 0.51% | +114+13.7% | Added |
| Hantz Financial Services, Inc. | 1,322 | $1.23M | 0.02% | +690+109.2% | Added |
| Cambria Investment Management, L.P. | 1,329 | $1.24M | 0.07% | +323+32.1% | Added |
| Clearstead Advisors, LLC | 1,346 | $1.26M | 0.02% | +128+10.5% | Added |
| Sowell Financial Services LLC | 1,352 | $1.26M | 0.05% | −110−7.5% | Reduced |
| Bannerstone Capital Management, LLC | 1,385 | $1.29M | 1.24% | +1,385 | New |
| Norinchukin Bank, The | 1,391 | $1.30M | 0.02% | +1,391 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,391 | $1.30M | 0.00% | +1,391 | New |
| X-Square Capital, LLC | 1,411 | $1.32M | 0.43% | −189−11.8% | Reduced |
| Numerai GP LLC | 1,412 | $1.32M | 0.16% | +1,412 | New |
| Lisanti Capital Growth, LLC | 1,415 | $1.32M | 0.31% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 1,415 | $1.32M | 0.39% | +1,415 | New |
| Keystone Investors Pte Ltd | 1,416 | $1.32M | 0.12% | +1,416 | New |
| Precision Wealth Strategies, LLC | 1,436 | $1.34M | 0.43% | +119+9.0% | Added |
| Regions Financial Corp | 1,441 | $1.34M | 0.01% | −7−0.5% | Reduced |
| MUFG Securities EMEA plc | 1,443 | $1.35M | 0.02% | +1,443 | New |
| Kestra Investment Management, LLC | 1,464 | $1.37M | 0.03% | −571−28.1% | Reduced |
| AIA Group Ltd | 1,472 | $1.37M | 0.02% | −929−38.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,479 | $1.38M | 0.30% | −1,382−48.3% | Reduced |
| Westco Advisory Services Inc | 1,480 | $1.38M | 0.85% | +1,480 | New |
| Steward Partners Investment Advisory, LLC | 1,504 | $1.40M | 0.01% | −402−21.1% | Reduced |
| Gulf International Bank (UK) Ltd | 1,506 | $1.41M | 0.05% | +1,506 | New |
| L2 Asset Management, LLC | 1,520 | $1.42M | 0.19% | −202−11.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,526 | $1.42M | 0.05% | +594+63.7% | Added |
| Cypress Advisory Group LLC | 1,535 | $1.43M | 1.05% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,539 | $1.44M | 0.48% | +610+65.7% | Added |
| Metis Global Partners, LLC | 1,541 | $1.44M | 0.03% | +1,541 | New |
| LRT Capital Management, LLC | 1,544 | $1.44M | 1.23% | −245−13.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,544 | $1.44M | 0.05% | +404+35.4% | Added |
| Segment Wealth Management, LLC | 1,546 | $1.44M | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,553 | $1.45M | 0.02% | +528+51.5% | Added |
| RE Advisers Corp | 1,588 | $1.48M | 0.04% | −5,700−78.2% | Reduced |
| Illumine Investment Management, LLC | 1,596 | $1.49M | 1.09% | −69−4.1% | Reduced |
| New Mexico Educational Retirement Board | 1,600 | $1.49M | 0.04% | −5,800−78.4% | Reduced |
| Point Nemo Capital, LLC | 1,604 | $1.50M | 1.48% | +1,604 | New |
| Strategic Blueprint, LLC | 1,637 | $1.53M | 0.09% | +318+24.1% | Added |
| Creek Drive Management Group LLC | 1,650 | $1.54M | 1.13% | +1,650 | New |
| Fifth Third Bancorp | 1,669 | $1.56M | 0.00% | −73−4.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,557 | $1.56M | 0.38% | +558+55.9% | Added |
| Ethic Inc. | 1,677 | $1.57M | 0.02% | +748+80.5% | Added |
| TFR Capital, LLC. | 1,681 | $1.57M | 0.52% | +164+10.8% | Added |
| RMB Capital Management, LLC | 1,687 | $1.57M | 0.03% | +1,687 | New |
| Pensionmark Financial Group, LLC | 1,689 | $1.58M | 0.03% | +404+31.4% | Added |
| Apollon Wealth Management, LLC | 1,689 | $1.58M | 0.03% | +252+17.5% | Added |
| Brevan Howard Capital Management LP | 1,709 | $1.59M | 0.03% | −46,353−96.4% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,717 | $1.60M | 0.36% | +1,717 | New |
| Alps Advisors Inc | 1,721 | $1.61M | 0.01% | −27−1.5% | Reduced |
| Maryland State Retirement & Pension System | 1,722 | $1.61M | 0.03% | 00.0% | Unchanged |
| Pier Capital, LLC | 1,730 | $1.61M | 0.26% | −251−12.7% | Reduced |
| Nations Financial Group Inc, | 1,751 | $1.63M | 0.09% | −236−11.9% | Reduced |
| Fedenia Advisers LLC | 1,759 | $1.64M | 0.63% | +1,759 | New |
| NWK Group, Inc. | 1,762 | $1.64M | 0.57% | −17−1.0% | Reduced |
| Raiffeisen Bank International AG | 1,759 | $1.67M | 0.02% | +1,759 | New |
| Sunbelt Securities, Inc. | 1,798 | $1.68M | 0.11% | +227+14.4% | Added |
| Louisiana State Employees Retirement System | 1,800 | $1.68M | 0.03% | −8,000−81.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,779 | $1.68M | 0.13% | +1,779 | New |
| Chicago Partners Investment Group LLC | 1,504 | $1.69M | 0.04% | +567+60.5% | Added |
| Pinnbrook Capital Management LP | 1,823 | $1.70M | 0.44% | −4,236−69.9% | Reduced |
| Guggenheim Capital LLC | 1,841 | $1.72M | 0.01% | +118+6.8% | Added |
| Calamos Advisors LLC | 1,851 | $1.73M | 0.01% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 1,853 | $1.73M | 0.08% | +1,853 | New |
| Tower Research Capital LLC (TRC) | 1,856 | $1.73M | 0.04% | −914−33.0% | Reduced |
| Diametric Capital, LP | 1,874 | $1.75M | 0.47% | +312+20.0% | Added |
| Nomura Holdings Inc | 1,880 | $1.75M | 0.01% | −3,095−62.2% | Reduced |
| Dark Forest Capital Management LP | 1,896 | $1.77M | 0.08% | −29−1.5% | Reduced |
| Prakash Investment Advisors LLC | 1,900 | $1.77M | 1.35% | +100+5.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,901 | $1.77M | 0.06% | −714−27.3% | Reduced |
| Cornerstone Investment Partners, LLC | 1,903 | $1.78M | 0.07% | −11−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,908 | $1.78M | 0.53% | −605−24.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,921 | $1.79M | 0.01% | −44−2.2% | Reduced |
| Coldstream Capital Management Inc | 1,964 | $1.83M | 0.02% | −17−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,979 | $1.85M | 0.02% | +1,263+176.4% | Added |
| Skopos Labs, Inc. | 1,945 | $1.85M | 0.09% | +1,255+181.9% | Added |
| Kane Investment Management, Inc. | 1,983 | $1.85M | 0.90% | +73+3.8% | Added |
| Sumitomo Life Insurance Co | 1,989 | $1.86M | 0.05% | +1,989 | New |
| Moody National Bank Trust Division | 1,996 | $1.86M | 0.18% | −3,750−65.3% | Reduced |
| Mariner Investment Group LLC | 2,000 | $1.87M | 0.11% | +2,000 | New |