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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,480 | $3.92M | 0.13% | +526+17.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,218 | $3.94M | 0.02% | −580−12.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,326 | $4.04M | 0.11% | −599−12.2% | Reduced |
| Secure Asset Management, LLC | 4,375 | $4.08M | 0.64% | −5−0.1% | Reduced |
| Cardinal Point Capital Management, ULC | 4,397 | $4.10M | 0.27% | −75−1.7% | Reduced |
| Entropy Technologies, LP | 4,405 | $4.11M | 0.22% | +4,405 | New |
| Yousif Capital Management, LLC | 3,639 | $4.13M | 0.05% | −7,565−67.5% | Reduced |
| US Bancorp | 4,451 | $4.15M | 0.00% | +621+16.2% | Added |
| Gallo Partners, LP | 4,462 | $4.16M | 3.67% | −398−8.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,465 | $4.17M | 0.47% | −302−6.3% | Reduced |
| ING Groep NV | 4,548 | $4.24M | 0.03% | +4,548 | New |
| Public Sector Pension Investment Board | 4,560 | $4.26M | 0.01% | +4,560 | New |
| DekaBank Deutsche Girozentrale | 12,523 | $4.27M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,836 | $4.28M | 0.52% | +4,836 | New |
| Atria Investments LLC | 4,585 | $4.28M | 0.05% | +167+3.8% | Added |
| GWM Advisors LLC | 4,624 | $4.32M | 0.02% | +358+8.4% | Added |
| Nissay Asset Management Corp | 4,635 | $4.33M | 0.02% | +4,635 | New |
| Bank of Nova Scotia | 4,644 | $4.33M | 0.01% | +4,644 | New |
| Comerica Bank | 4,655 | $4.34M | 0.02% | −153,751−97.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,683 | $4.37M | 0.04% | +292+6.6% | Added |
| Rakuten Investment Management, Inc. | 4,634 | $4.41M | 0.01% | +4,634 | New |
| Ritholtz Wealth Management | 4,723 | $4.41M | 0.08% | +267+6.0% | Added |
| Globeflex Capital L P | 4,765 | $4.45M | 0.68% | +1,278+36.7% | Added |
| New York Life Investment Management LLC | 4,829 | $4.51M | 0.04% | +1,293+36.6% | Added |
| JustInvest LLC | 4,880 | $4.55M | 0.04% | +477+10.8% | Added |
| CIBC World Markets Corp | 4,899 | $4.57M | 0.02% | +4,899 | New |
| Estate Counselors, LLC | 4,918 | $4.59M | 0.38% | 00.0% | Unchanged |
| 4D Advisors, LLC | 5,000 | $4.67M | 2.56% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,097 | $4.76M | 0.01% | −1,545−23.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,150 | $4.81M | 0.01% | +4,936+2,306.5% | Added |
| Taproot Management LP | 5,244 | $4.89M | 0.79% | +5,244 | New |
| Graham Capital Management, L.P. | 5,277 | $4.92M | 0.17% | +1,766+50.3% | Added |
| Buckingham Strategic Partners | 5,319 | $4.96M | 0.06% | +412+8.4% | Added |
| Commonwealth Equity Services, LLC | 5,366 | $5.01M | 0.01% | +1,000+22.9% | Added |
| Spire Wealth Management | 5,390 | $5.03M | 0.17% | +4,679+658.1% | Added |
| Diversified Trust Co | 5,409 | $5.05M | 0.09% | +132+2.5% | Added |
| Vinva Investment Management Ltd | 5,347 | $5.06M | 0.06% | +5,347 | New |
| Baird Financial Group, Inc. | 5,489 | $5.12M | 0.01% | +26+0.5% | Added |
| PDT Partners, LLC | 5,518 | $5.15M | 0.33% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,520 | $5.15M | 0.05% | −10,738−66.0% | Reduced |
| Horizon Investment Services, LLC | 5,522 | $5.15M | 1.85% | −480−8.0% | Reduced |
| Diversify Wealth Management, LLC | 4,830 | $5.18M | 0.24% | −557−10.3% | Reduced |
| Aubrey Capital Management Ltd | 5,600 | $5.23M | 2.06% | −2,600−31.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,548 | $5.25M | 0.01% | +5,548 | New |
| Insight Wealth Strategies, LLC | 5,622 | $5.25M | 0.60% | −2,166−27.8% | Reduced |
| OP Asset Management Ltd | 5,665 | $5.29M | 0.06% | +4,349+330.5% | Added |
| Kestra Advisory Services, LLC | 5,687 | $5.31M | 0.02% | +358+6.7% | Added |
| Crossmark Global Holdings, Inc. | 5,732 | $5.35M | 0.08% | +2,880+101.0% | Added |
| Utah Retirement Systems | 5,741 | $5.36M | 0.05% | 00.0% | Unchanged |
| Argent Capital Management LLC | 5,783 | $5.40M | 0.15% | −4,134−41.7% | Reduced |
| Sanctuary Advisors, LLC | 5,791 | $5.40M | 0.03% | +2,828+95.4% | Added |
| Stansberry Asset Management, LLC | 5,886 | $5.49M | 0.56% | −13,473−69.6% | Reduced |
| Avanza Fonder AB | 5,913 | $5.52M | 0.14% | +5,913 | New |
| Merit Financial Group, LLC | 5,946 | $5.55M | 0.04% | +1,172+24.5% | Added |
| Woodline Partners LP | 6,006 | $5.61M | 0.02% | +6,006 | New |
| Vident Advisory, LLC | 6,033 | $5.63M | 0.05% | +913+17.8% | Added |
| Aquatic Capital Management LLC | 6,035 | $5.63M | 0.16% | +6,035 | New |
| Independent Advisor Alliance | 6,064 | $5.66M | 0.14% | +91+1.5% | Added |
| Bridges Investment Management Inc | 6,149 | $5.74M | 0.07% | +286+4.9% | Added |
| Penobscot Investment Management Company, Inc. | 6,155 | $5.74M | 0.43% | −678−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,176 | $5.76M | 0.02% | +49+0.8% | Added |
| Oak Harvest Investment Services | 6,199 | $5.79M | 0.63% | +443+7.7% | Added |
| SIR Capital Management, L.P. | 6,237 | $5.82M | 0.64% | +1,837+41.8% | Added |
| British Columbia Investment Management Corp | 6,260 | $5.84M | 0.03% | +6,260 | New |
| Soros Capital Management LLC | 6,260 | $5.84M | 1.53% | +6,260 | New |
| Prosperitas Financial LLC | 6,263 | $5.85M | 2.28% | −107−1.7% | Reduced |
| Monument Capital Management | 6,294 | $5.87M | 1.46% | −224−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,413 | $5.99M | 0.08% | +13+0.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 6,415 | $5.99M | 0.29% | −200−3.0% | Reduced |
| Anderson Hoagland & Co | 6,452 | $6.02M | 0.52% | −1,747−21.3% | Reduced |
| Mawer Investment Management Ltd. | 6,497 | $6.06M | 0.03% | +6,497 | New |
| ProShare Advisors LLC | 6,510 | $6.08M | 0.01% | +5,013+334.9% | Added |
| Zacks Investment Management | 6,552 | $6.12M | 0.05% | −6,459−49.6% | Reduced |
| Schwartz Investment Counsel Inc | 6,600 | $6.16M | 0.22% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,610 | $6.17M | 0.06% | −5,977−47.5% | Reduced |
| Vontobel Holding Ltd. | 6,656 | $6.21M | 0.02% | +3,544+113.9% | Added |
| Brown Advisory Inc | 6,657 | $6.21M | 0.01% | −3,335−33.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 6,674 | $6.23M | 1.38% | −3,081−31.6% | Reduced |
| Janney Montgomery Scott LLC | 6,711 | $6.26M | 0.01% | +751+12.6% | Added |
| Two Sigma Advisers, LP | 6,740 | $6.29M | 0.01% | −560−7.7% | Reduced |
| Huntleigh Advisors, Inc. | 6,795 | $6.34M | 1.07% | +709+11.6% | Added |
| Aventail Capital Group, LP | 6,873 | $6.41M | 0.37% | +2,759+67.1% | Added |
| Banco Santander, S.A. | 6,893 | $6.43M | 0.05% | +40+0.6% | Added |
| Davidson Capital Management Inc. | 7,008 | $6.54M | 1.42% | −497−6.6% | Reduced |
| Holocene Advisors, LP | 7,012 | $6.54M | 0.01% | +7,012 | New |
| Freedom Day Solutions, LLC | 7,070 | $6.60M | 1.79% | −611−8.0% | Reduced |
| Hedeker Wealth, LLC | 7,135 | $6.66M | 1.40% | −346−4.6% | Reduced |
| HighTower Advisors, LLC | 7,411 | $6.92M | 0.01% | −764−9.3% | Reduced |
| Prudential PLC | 7,417 | $6.92M | 0.06% | +7,417 | New |
| Peregrine Asset Advisers, Inc. | 7,430 | $6.93M | 1.96% | +7,430 | New |
| VestGen Advisors, LLC | 7,451 | $6.95M | 0.30% | +2,929+64.8% | Added |
| Brinker Capital Investments, LLC | 7,456 | $6.96M | 0.05% | −4,026−35.1% | Reduced |
| Engle Capital Management, L.P. | 7,500 | $7.00M | 2.70% | +7,500 | New |
| Mountain Pacific Investment Advisers Inc | 7,740 | $7.22M | 1.17% | −2,212−22.2% | Reduced |
| Private Advisor Group, LLC | 7,752 | $7.23M | 0.03% | −29−0.4% | Reduced |
| Andra AP-fonden | 7,800 | $7.28M | 0.09% | +7,800 | New |
| Advisors Asset Management, Inc. | 7,803 | $7.28M | 0.12% | +2,128+37.5% | Added |
| Kennedy Capital Management, Inc. | 7,811 | $7.29M | 0.15% | −2,905−27.1% | Reduced |
| Amalgamated Bank | 7,883 | $7.36M | 0.05% | −9,668−55.1% | Reduced |
| Forsta Ap-Fonden | 7,920 | $7.39M | 0.04% | +7,920 | New |