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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 2,032 | $1.90M | 0.06% | +2,032 | New |
| Sterling Capital Management LLC | 2,045 | $1.91M | 0.03% | +1,992+3,758.5% | Added |
| Integrated Quantitative Investments LLC | 2,050 | $1.91M | 0.41% | +891+76.9% | Added |
| Linden Thomas Advisory Services, LLC | 2,055 | $1.92M | 0.19% | +84+4.3% | Added |
| Bosman Wealth Management, LLC | 2,074 | $1.94M | 1.59% | −1,086−34.4% | Reduced |
| Omers Administration Corp | 2,078 | $1.94M | 0.01% | +2,078 | New |
| Evoke Wealth, LLC | 2,082 | $1.94M | 0.04% | −222−9.6% | Reduced |
| Sivia Capital Partners, LLC | 2,117 | $1.98M | 0.40% | +851+67.2% | Added |
| Jennison Associates LLC | 2,118 | $1.98M | 0.00% | −61,443−96.7% | Reduced |
| Manchester Financial Inc | 2,132 | $1.99M | 0.37% | −39−1.8% | Reduced |
| Evolve Private Wealth, LLC | 2,135 | $1.99M | 0.12% | +2,135 | New |
| Centaurus Financial, Inc. | 2,151 | $2.01M | 0.09% | +28+1.3% | Added |
| Moors & Cabot, Inc. | 2,155 | $2.01M | 0.09% | −57−2.6% | Reduced |
| Thrivent Financial for Lutherans | 2,172 | $2.04M | 0.00% | −6,708−75.5% | Reduced |
| Plato Investment Management Ltd | 2,180 | $2.04M | 0.13% | +2,180 | New |
| Virtus ETF Advisers LLC | 2,192 | $2.05M | 0.97% | +228+11.6% | Added |
| VGI Partners Ltd | 2,200 | $2.05M | 0.12% | −20−0.9% | Reduced |
| Standard Life Aberdeen plc | 2,214 | $2.07M | 0.00% | +2,214 | New |
| New Age Alpha Advisors, LLC | 2,215 | $2.07M | 0.09% | −4,546−67.2% | Reduced |
| Vestcor Inc | 2,234 | $2.08M | 0.06% | +714+47.0% | Added |
| Saturna Capital CORP | 2,256 | $2.11M | 0.03% | +10+0.4% | Added |
| Level Four Advisory Services, LLC | 2,296 | $2.14M | 0.07% | −542−19.1% | Reduced |
| Silver Oak Securities, Inc | 2,290 | $2.17M | 0.15% | +37+1.6% | Added |
| Strategic Wealth Partners, Ltd. | 2,325 | $2.17M | 0.15% | +4+0.2% | Added |
| Simplex Trading, LLC | 2,338 | $2.18M | 0.06% | +1,321+129.9% | Added |
| CWM Advisors, LLC | 2,412 | $2.25M | 0.20% | +2,412 | New |
| Investment Management Corp of Ontario | 2,414 | $2.25M | 0.03% | +2,414 | New |
| Union Bancaire Privee, UBP SA | 3,010 | $2.25M | 0.04% | −1,802−37.4% | Reduced |
| Hilltop Holdings Inc. | 2,419 | $2.26M | 0.14% | −390−13.9% | Reduced |
| Warren Averett Asset Management, LLC | 2,460 | $2.30M | 0.02% | +493+25.1% | Added |
| Abn Amro Investment Solutions | 2,465 | $2.30M | 0.03% | +2,465 | New |
| Shaker Investments LLC | 2,487 | $2.32M | 0.97% | −38−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 2,528 | $2.36M | 0.16% | +1,747+223.7% | Added |
| Thompson Davis & Co., Inc. | 2,529 | $2.36M | 1.41% | −343−11.9% | Reduced |
| Twinbeech Capital LP | 2,539 | $2.37M | 0.17% | +2,539 | New |
| HB Wealth Management, LLC | 2,550 | $2.38M | 0.02% | +290+12.8% | Added |
| Steel Peak Wealth Management LLC | 2,559 | $2.39M | 0.08% | −783−23.4% | Reduced |
| Private Client Services, LLC | 2,570 | $2.40M | 0.75% | −161−5.9% | Reduced |
| Diversify Advisory Services, LLC | 2,142 | $2.40M | 0.08% | +406+23.4% | Added |
| Mizuho Securities USA LLC | 2,563 | $2.41M | 0.04% | +2,563 | New |
| Allstate Corp | 2,636 | $2.46M | 0.03% | +2,636 | New |
| Dedeker Financial LLC | 2,638 | $2.46M | 2.20% | +2,638 | New |
| Assetmark, Inc | 2,653 | $2.48M | 0.01% | −48−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,689 | $2.51M | 0.19% | −6,597−71.0% | Reduced |
| Geneva Partners, LLC | 2,735 | $2.55M | 0.91% | +978+55.7% | Added |
| Venture Visionary Partners LLC | 2,746 | $2.56M | 0.08% | −3,994−59.3% | Reduced |
| Jane Street Group, LLC | 2,757 | $2.57M | 0.00% | −83,744−96.8% | Reduced |
| Jones Financial Companies LLLP | 2,772 | $2.59M | 0.00% | +1,034+59.5% | Added |
| Walleye Trading LLC | 2,780 | $2.59M | 0.04% | −4,957−64.1% | Reduced |
| CI Private Wealth, LLC | 2,782 | $2.60M | 0.00% | +902+48.0% | Added |
| ASR Vermogensbeheer N.V. | 2,800 | $2.61M | 0.03% | +2,800 | New |
| Pacer Advisors, Inc. | 2,806 | $2.62M | 0.01% | −1,926−40.7% | Reduced |
| Hancock Whitney Corp | 2,843 | $2.65M | 0.05% | +33+1.2% | Added |
| Azzad Asset Management Inc | 2,858 | $2.67M | 0.26% | −161−5.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,878 | $2.69M | 0.02% | −8,436−74.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,606 | $2.69M | 0.06% | +1,021+64.4% | Added |
| Oppenheimer Asset Management Inc. | 2,920 | $2.73M | 0.03% | −781−21.1% | Reduced |
| Bridgeway Capital Management, LLC | 2,930 | $2.73M | 0.06% | +2,930 | New |
| STRS Ohio | 2,933 | $2.74M | 0.01% | +2,101+252.5% | Added |
| Meritage Portfolio Management | 2,965 | $2.77M | 0.18% | −321−9.8% | Reduced |
| VMS Asset Management Limited | 3,010 | $2.81M | 1.08% | +3,010 | New |
| Engineers Gate Manager LP | 3,026 | $2.82M | 0.03% | −352−10.4% | Reduced |
| Lifestyle Asset Management, Inc. | 3,046 | $2.84M | 0.92% | −325−9.6% | Reduced |
| Worldquant Millennium Advisors LLC | 3,056 | $2.85M | 0.01% | +3,056 | New |
| RFG Advisory, LLC | 3,082 | $2.88M | 0.05% | −384−11.1% | Reduced |
| Penserra Capital Management LLC | 3,108 | $2.90M | 0.03% | −618−16.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,117 | $2.91M | 0.02% | +993+46.8% | Added |
| Rafferty Asset Management, LLC | 3,133 | $2.92M | 0.01% | +2,525+415.3% | Added |
| Blackhawk Capital Partners LLC. | 3,210 | $3.00M | 1.13% | +193+6.4% | Added |
| Capital Insight Partners, LLC | 3,311 | $3.09M | 0.65% | −2,115−39.0% | Reduced |
| Advisory Services Network, LLC | 3,321 | $3.10M | 0.04% | +23+0.7% | Added |
| Algert Global LLC | 3,340 | $3.12M | 0.05% | −40,242−92.3% | Reduced |
| Evergreen Capital Management LLC | 3,341 | $3.12M | 0.07% | +630+23.2% | Added |
| Public Employees Retirement Association of Colorado | 3,345 | $3.12M | 0.01% | −59,705−94.7% | Reduced |
| Strategic Global Advisors, LLC | 3,377 | $3.15M | 0.49% | −3,000−47.0% | Reduced |
| Callan Family Office, LLC | 3,418 | $3.19M | 0.07% | +1,321+63.0% | Added |
| Hunter Associates Investment Management LLC | 3,464 | $3.23M | 0.43% | −190−5.2% | Reduced |
| Essential Partners LLC | 3,471 | $3.24M | 1.00% | +240+7.4% | Added |
| Yorktown Management & Research Co Inc | 3,500 | $3.27M | 2.61% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,526 | $3.29M | 0.03% | −270−7.1% | Reduced |
| Park Avenue Securities LLC | 3,529 | $3.29M | 0.03% | −90−2.5% | Reduced |
| Allworth Financial LP | 3,532 | $3.30M | 0.01% | −8−0.2% | Reduced |
| Katamaran Capital LLP | 3,548 | $3.31M | 2.51% | +2,343+194.4% | Added |
| Two Sigma Investments, LP | 3,579 | $3.34M | 0.00% | −27−0.7% | Reduced |
| UniSuper Management Pty Ltd | 3,590 | $3.35M | 0.02% | +3,590 | New |
| Nordea Investment Management AB | 3,611 | $3.40M | 0.00% | −47,682−93.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,689 | $3.44M | 0.00% | −1,395−27.4% | Reduced |
| Quadrant Capital Group LLC | 3,703 | $3.46M | 0.10% | −47−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,705 | $3.46M | 0.04% | −740−16.6% | Reduced |
| Marietta Investment Partners LLC | 3,749 | $3.50M | 0.69% | +390+11.6% | Added |
| Rockefeller Capital Management L.P. | 3,809 | $3.56M | 0.01% | −1,882−33.1% | Reduced |
| Farther Finance Advisors, LLC | 3,847 | $3.59M | 0.04% | +1,922+99.8% | Added |
| Quantbot Technologies LP | 3,939 | $3.68M | 0.12% | +3,939 | New |
| Meeder Asset Management Inc | 3,940 | $3.68M | 0.20% | +354+9.9% | Added |
| Eurizon Capital SGR S.p.A. | 3,962 | $3.70M | 0.01% | +3,962 | New |
| Oregon Public Employees Retirement Fund | 4,000 | $3.73M | 0.05% | −3,081−43.5% | Reduced |
| M&T Bank Corp | 4,085 | $3.81M | 0.01% | −39−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,109 | $3.83M | 0.13% | +475+13.1% | Added |
| Triasima Portfolio Management inc. | 4,119 | $3.84M | 0.58% | +1,220+42.1% | Added |
| NEOS Investment Management LLC | 4,143 | $3.87M | 0.02% | +4,143 | New |