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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 7,969 | $7.44M | 0.01% | +7,969 | New |
| New Millennium Group LLC | 7,970 | $7.44M | 3.22% | +667+9.1% | Added |
| Cim, LLC | 7,974 | $7.44M | 0.98% | −396−4.7% | Reduced |
| AdvisorShares Investments LLC | 8,083 | $7.54M | 1.26% | +7,768+2,466.0% | Added |
| Pathstone Holdings, LLC | 8,099 | $7.56M | 0.03% | −489−5.7% | Reduced |
| Natixis | 8,106 | $7.57M | 0.03% | +8,106 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,186 | $7.64M | 0.04% | −849−9.4% | Reduced |
| CIBC Asset Management Inc | 8,314 | $7.76M | 0.02% | +7,196+643.6% | Added |
| Eventide Asset Management, LLC | 8,343 | $7.80M | 0.12% | +8,343 | New |
| Acadian Asset Management LLC | 8,465 | $7.89M | 0.01% | +6,082+255.2% | Added |
| Dorsey Wright & Associates | 8,485 | $7.92M | 1.71% | +539+6.8% | Added |
| Van Eck Associates Corp | 8,549 | $7.98M | 0.01% | −25,865−75.2% | Reduced |
| Xponance, Inc. | 8,598 | $8.02M | 0.06% | +1,203+16.3% | Added |
| California First Leasing Corp | 8,720 | $8.14M | 2.64% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,049 | $8.44M | 0.01% | −82−0.9% | Reduced |
| Citadel Advisors LLC | 9,139 | $8.53M | 0.01% | −60,065−86.8% | Reduced |
| Czech National Bank | 9,258 | $8.64M | 0.06% | +9,258 | New |
| Thames Capital Management LLC | 9,273 | $8.65M | 1.26% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,286 | $8.67M | 0.72% | +8,620+1,294.3% | Added |
| JGP Wealth Management, LLC | 9,370 | $8.74M | 0.91% | +113+1.2% | Added |
| Los Angeles Capital Management LLC | 9,169 | $8.83M | 0.03% | +92+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,524 | $8.89M | 0.23% | +9,524 | New |
| Arizona State Retirement System | 9,667 | $9.02M | 0.05% | −772−7.4% | Reduced |
| Retirement Systems of Alabama | 9,912 | $9.25M | 0.03% | −67,457−87.2% | Reduced |
| State of Michigan Retirement System | 10,000 | $9.33M | 0.05% | +1,600+19.0% | Added |
| Quadrature Capital Ltd | 10,032 | $9.36M | 0.10% | +10,032 | New |
| Assenagon Asset Management S.A. | 10,043 | $9.37M | 0.01% | −23,408−70.0% | Reduced |
| DnB Asset Management AS | 10,096 | $9.42M | 0.03% | +7,143+241.9% | Added |
| MetLife Investment Management | 10,110 | $9.44M | 0.05% | −9,625−48.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 10,116 | $9.44M | 0.09% | +10,116 | New |
| Mackenzie Financial Corp | 10,122 | $9.57M | 0.01% | +3,018+42.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,504 | $9.80M | 0.09% | +7,303+228.1% | Added |
| CBOE Vest Financial, LLC | 10,565 | $9.86M | 0.13% | −197−1.8% | Reduced |
| South Dakota Investment Council | 10,577 | $9.87M | 0.19% | −2,231−17.4% | Reduced |
| Kornitzer Capital Management Inc | 10,600 | $9.89M | 0.21% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,748 | $10.0M | 0.01% | −4,450−29.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,738 | $10.1M | 0.05% | +10,738 | New |
| Quantinno Capital Management LP | 10,773 | $10.1M | 0.02% | +4,599+74.5% | Added |
| Dividend Assets Capital, LLC | 10,834 | $10.1M | 1.93% | +331+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,036 | $10.3M | 0.03% | +6,607+149.2% | Added |
| Consolidated Planning Corp | 11,055 | $10.3M | 1.04% | +4,746+75.2% | Added |
| Ci Investments Inc. | 11,400 | $10.6M | 0.05% | +2,151+23.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,601 | $10.8M | 0.06% | +64+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11,680 | $10.9M | 0.09% | +11,680 | New |
| Nomura Asset Management Co Ltd | 11,798 | $11.0M | 0.03% | +11,715+14,114.5% | Added |
| State of New Jersey Common Pension Fund D | 11,993 | $11.2M | 0.04% | −62−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,234 | $11.4M | 0.04% | +449+3.8% | Added |
| Daiwa Securities Group Inc. | 12,357 | $11.5M | 0.04% | +10,956+782.0% | Added |
| TD Asset Management Inc | 12,722 | $11.9M | 0.01% | +9,678+317.9% | Added |
| Virginia Retirement Systems Et Al | 12,773 | $11.9M | 0.07% | +4,950+63.3% | Added |
| AustralianSuper Pty Ltd | 12,779 | $11.9M | 0.06% | +12,779 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $12.1M | 0.10% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 13,278 | $12.4M | 0.06% | +11,645+713.1% | Added |
| Cowa, LLC | 13,709 | $12.8M | 3.89% | −245−1.8% | Reduced |
| FIL Ltd | 13,726 | $12.8M | 0.01% | +13,726 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,800 | $12.9M | 0.10% | +13,800 | New |
| Captrust Financial Advisors | 14,076 | $13.1M | 0.02% | +7,675+119.9% | Added |
| KLP Kapitalforvaltning AS | 14,220 | $13.3M | 0.05% | +5,320+59.8% | Added |
| Public Employees Retirement System of Ohio | 14,357 | $13.4M | 0.04% | −522−3.5% | Reduced |
| Mediolanum International Funds Ltd | 14,212 | $13.5M | 0.13% | +14,212 | New |
| Treasurer of the State of North Carolina | 14,575 | $13.6M | 0.04% | −1,069−6.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 14,601 | $13.6M | 1.13% | −31,007−68.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,786 | $13.8M | 0.11% | −600−3.9% | Reduced |
| Mercer Global Advisors Inc | 15,057 | $14.1M | 0.02% | +8,180+118.9% | Added |
| State of Tennessee, Treasury Department | 12,444 | $14.2M | 0.05% | −2,601−17.3% | Reduced |
| Great West Life Assurance Co | 15,674 | $14.6M | 0.03% | −11,065−41.4% | Reduced |
| Swedbank AB | 15,672 | $14.6M | 0.01% | +15,672 | New |
| Skandinaviska Enskilda Banken AB (publ) | 15,770 | $14.7M | 0.06% | +12,010+319.4% | Added |
| Crown Advisors Management, Inc. | 16,000 | $14.9M | 9.82% | −2,000−11.1% | Reduced |
| Peterson Wealth Services | 16,447 | $15.3M | 3.93% | −43,884−72.7% | Reduced |
| Canada Pension Plan Investment Board | 16,640 | $15.5M | 0.01% | +3,040+22.4% | Added |
| Horizon Investments, LLC | 16,689 | $15.6M | 0.20% | +2,982+21.8% | Added |
| Toroso Investments, LLC | 16,750 | $15.6M | 0.07% | +6,997+71.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 17,845 | $16.7M | 0.04% | +17,845 | New |
| Strategic Planning Group, LLC | 18,626 | $17.4M | 2.24% | −408−2.1% | Reduced |
| Navellier & Associates Inc | 19,268 | $18.0M | 2.02% | +196+1.0% | Added |
| Pallas Capital Advisors LLC | 19,304 | $18.0M | 0.59% | −1,301−6.3% | Reduced |
| Susquehanna International Group, LLP | 19,469 | $18.2M | 0.02% | −3,847−16.5% | Reduced |
| Trexquant Investment LP | 19,779 | $18.5M | 0.16% | −2,936−12.9% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 19,594 | $18.6M | 0.05% | +19,594 | New |
| Prudential Financial Inc | 19,901 | $18.6M | 0.02% | +13,008+188.7% | Added |
| Summit Partners Public Asset Management, LLC | 20,000 | $18.7M | 0.53% | −20,000−50.0% | Reduced |
| Verition Fund Management LLC | 20,544 | $19.2M | 0.10% | +8,696+73.4% | Added |
| Toronto Dominion Bank | 20,571 | $19.2M | 0.03% | +20,554+120,905.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,706 | $19.4M | 0.03% | +3,429+22.4% | Added |
| Hiddenite Capital Partners LP | 21,200 | $19.8M | 10.21% | 00.0% | Unchanged |
| Wellington Management Group LLP | 21,602 | $20.2M | 0.00% | −2,723−11.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 21,734 | $20.3M | 0.01% | −12,822−37.1% | Reduced |
| Jain Global LLC | 21,911 | $20.4M | 0.20% | +21,911 | New |
| Lighthouse Investment Partners, LLC | 21,998 | $20.5M | 0.68% | +21,998 | New |
| State of Wisconsin Investment Board | 23,111 | $21.6M | 0.05% | +13,747+146.8% | Added |
| Munro Partners | 23,434 | $21.9M | 0.61% | −3,820−14.0% | Reduced |
| Colony Group, LLC | 23,536 | $22.0M | 0.03% | +18,205+341.5% | Added |
| National Bank of Canada | 23,700 | $22.1M | 0.02% | +22,781+2,478.9% | Added |
| Pictet Asset Management Holding SA | 24,708 | $23.1M | 0.02% | +19,785+401.9% | Added |
| Adage Capital Partners GP, L.L.C. | 24,800 | $23.1M | 0.04% | +24,800 | New |
| Truist Financial Corp | 25,126 | $23.4M | 0.03% | −7,431−22.8% | Reduced |
| Polar Capital Holdings Plc | 25,225 | $23.5M | 0.11% | +25,225 | New |
| Stifel Financial Corp | 25,677 | $24.0M | 0.02% | −1,230−4.6% | Reduced |
| Granahan Investment Management Inc | 26,035 | $24.3M | 1.04% | −66,737−71.9% | Reduced |