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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.

Institutional holdersQ4 2025: 1,043 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ4 2025: $31.1B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capco Asset Management, LLC108$100.8K0.02%00.0%Unchanged
Versant Capital Management, Inc106$98.9K0.01%+3+2.9%Added
Greenline Wealth Management LLC105$97.9K0.10%+105New
Stephenson National Bank & Trust104$97.1K0.03%+104New
Root Financial Partners, LLC101$94.3K0.00%−2−1.9%Reduced
Byrne Asset Management LLC100$93.3K0.05%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$93.0K0.03%00.0%Unchanged
Torren Management, LLC99$92.4K0.05%+99New
Reyes Financial Architecture, Inc.97$90.5K0.06%−67−40.9%Reduced
Stone House Investment Management, LLC96$89.7K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.94$87.7K0.03%+94New
Huntington National Bank87$81.2K0.00%−6−6.5%Reduced
Solstein Capital, LLC84$78.4K0.03%00.0%Unchanged
Barrett & Company, Inc.80$74.7K0.02%00.0%Unchanged
Activest Wealth Management75$70.0K0.01%+67+837.5%Added
SJS Investment Consulting Inc.72$67.2K0.01%+67+1,340.0%Added
Sound Income Strategies, LLC57$63.8K0.00%00.0%Unchanged
Crewe Advisors LLC68$63.5K0.01%+4+6.3%Added
Reflection Asset Management65$60.7K0.04%+65New
Private Trust Co NA62$57.9K0.01%−4−6.1%Reduced
Anchor Investment Management, LLC59$55.1K0.00%00.0%Unchanged
Clear Street Markets LLC53$49.5K0.01%+53New
SHP Wealth Management53$49.3K0.00%+53New
Elyxium Wealth, LLC50$46.9K0.01%+50New
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$46.7K0.01%+50New
DV Equities, LLC49$45.7K0.01%+49New
Pension & Wealth Management Advisors, Inc.45$42.9K0.01%+45New
Rakuten Securities, Inc.45$42.0K0.01%−47−51.1%Reduced
Larson Financial Group LLC44$41.2K0.00%−98−69.0%Reduced
JFS Wealth Advisors, LLC44$41.1K0.00%+10+29.4%Added
ORG Partners LLC44$41.1K0.01%+17+63.0%Added
Bell Investment Advisors, Inc43$40.1K0.01%+12+38.7%Added
Farmers & Merchants Investments Inc40$37.3K0.00%+9+29.0%Added
Harel Insurance Investments & Financial Services Ltd.40$37.0K0.00%−11,874−99.7%Reduced
Quent Capital, LLC37$34.5K0.00%+7+23.3%Added
Kemnay Advisory Services Inc.35$32.7K0.00%+35New
Tradewinds Capital Management, LLC34$31.7K0.01%−79−69.9%Reduced
Group One Trading, L.P.34$31.7K0.00%+34New
St Germain D J Co Inc33$30.8K0.00%00.0%Unchanged
Salomon & Ludwin, LLC29$29.9K0.00%00.0%Unchanged
Quarry LP31$28.9K0.00%−328−91.4%Reduced
NBC Securities, Inc.31$28.9K0.00%−6−16.2%Reduced
Signature Equity Partners, LLC30$28.0K0.02%+30New
Clark Wealth Partners30$28.0K0.02%00.0%Unchanged
Toth Financial Advisory Corp30$28.0K0.00%00.0%Unchanged
Darwin Advisors, LLC30$28.0K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC27$25.2K0.00%00.0%Unchanged
Zions Bancorporation, National Association25$23.3K0.00%+25New
American National Bank23$21.5K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.22$20.5K0.00%−4−15.4%Reduced
MidFirst Bank22$20.5K0.00%+22New
Swiss Re Ltd21$19.6K0.00%+21New
Pittenger & Anderson Inc19$17.7K0.00%+5+35.7%Added
Manchester Capital Management LLC18$16.8K0.00%00.0%Unchanged
Crews Bank & Trust18$16.8K0.00%+18New
Fortitude Family Office, LLC17$15.9K0.00%−1−5.6%Reduced
Bogart Wealth, LLC17$15.9K0.00%+10+142.9%Added
Avalon Trust Co16$14.9K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.16$14.9K0.00%+9+128.6%Added
Ameriflex Group, Inc.15$14.0K0.01%−15−50.0%Reduced
Ancora Advisors, LLC15$14.0K0.00%+4+36.4%Added
CBIZ Investment Advisory Services, LLC15$14.0K0.00%+15New
Heritage Wealth Advisors14$13.2K0.00%+2+16.7%Added
Webster Bank, N. A.14$13.1K0.00%+10+250.0%Added
CX Institutional14$13.0K0.00%+14New
Private Wealth Management Group, LLC13$12.1K0.00%−1−7.1%Reduced
Matrix Trust Co13$12.0K0.00%+13New
High Note Wealth, LLC12$11.2K0.00%+1+9.1%Added
University of Texas/Texas Am Investment Managment Co12$11.2K0.00%+12New
Bayban12$11.2K0.01%+12New
Cornerstone Planning Group LLC9$10.5K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc10$10.4K0.00%−1−9.1%Reduced
Atlantic Trust, LLC11$10.3K0.00%00.0%Unchanged
Bare Financial Services, Inc11$10.3K0.00%+2+22.2%Added
Albion Financial Group10$9.33K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC10$9.33K0.01%00.0%Unchanged
UMA Financial Services, Inc.10$9.33K0.00%+1+11.1%Added
DiNuzzo Private Wealth, Inc.10$9.33K0.00%00.0%Unchanged
Truvestments Capital LLC10$9.33K0.00%+10New
Miller Wealth Advisors, LLC10$9.33K0.00%+10New
Provenance Wealth Advisors, LLC9$8.40K0.00%00.0%Unchanged
Rossby Financial, LCC9$8.40K0.00%+9New
Transce3nd, LLC7$8.12K0.07%00.0%Unchanged
Atlantic Union Bankshares Corp8$7.47K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$7.47K0.00%00.0%Unchanged
Abound Wealth Management8$7.47K0.00%+8New
Avion Wealth8$7.00K0.00%−49−86.0%Reduced
MJT & Associates Financial Advisory Group, Inc.7$6.53K0.00%−2−22.2%Reduced
Accent Capital Management, LLC7$6.53K0.00%00.0%Unchanged
Howard Hughes Medical Institute7$6.53K0.00%+7New
Quattro Advisors LLC6$5.60K0.00%+6New
CoreCap Advisors, LLC6$5.60K0.00%−3−33.3%Reduced
Leonteq Securities AG6$5.60K0.00%−2−25.0%Reduced
Marquette Asset Management, LLC6$5.60K0.00%+1+20.0%Added
Bay Harbor Wealth Management, LLC6$5.60K0.00%+2+50.0%Added
Motiv8 Investments LLC5$5.00K0.00%+5New
E Fund Management (Hong Kong) Co., Ltd.4$4.71K0.00%+4New
Prestige Wealth Management Group LLC5$4.67K0.00%00.0%Unchanged
Wealth Watch Advisors, INC5$4.67K0.00%+4+400.0%Added
Onefund, LLC5$4.67K0.00%+5New