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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
Strive Financial Group ,LLC5$4.67K0.00%+5New
Cornerstone Financial Management LLC5$4.67K0.00%+5New
Westfuller Advisors, LLC5$4.41K0.00%00.0%Unchanged
Sachetta, LLC4$3.73K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC4$3.73K0.00%+1+33.3%Added
Valued Wealth Advisors LLC4$3.73K0.00%+4New
Financial Network Wealth Advisors LLC4$3.73K0.00%−1−20.0%Reduced
Hughes Financial Services, LLC4$3.73K0.00%00.0%Unchanged
Cromwell Holdings LLC4$3.73K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.4$3.73K0.00%00.0%Unchanged
CVA Family Office, LLC4$3.73K0.00%+4New
Valley National Advisers Inc4$3.00K0.00%+1+33.3%Added
Rialto Wealth Management, LLC3$2.80K0.00%00.0%Unchanged
Kilter Group LLC3$2.80K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2.80K0.00%00.0%Unchanged
Chilton Capital Management LLC3$2.80K0.00%+3New
Dogwood Wealth Management LLC3$2.80K0.00%+3New
1015 Capital Partners, LLC3$2.80K0.00%+3New
Capital Advisors, Ltd. LLC2$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC2$2.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.87K0.00%+1+100.0%Added
Raffa Wealth Management, LLC2$1.87K0.00%−1−33.3%Reduced
Quaker Wealth Management, LLC2$1.87K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2$1.87K0.00%00.0%Unchanged
Park Place Capital Corp2$1.87K0.00%00.0%Unchanged
South State Corp.2$1.87K0.00%+1+100.0%Added
POM Investment Strategies, LLC2$1.87K0.00%+2New
United Financial Planning Group LLC2$1.87K0.00%+2New
Sunrise Financial Services, LLC2$1.87K0.00%+2New
Montag A & Associates Inc2$1.50K0.00%+1+100.0%Added
Dunhill Financial, LLC1$1.33K0.00%00.0%Unchanged
Investors Portfolio Services LLC1$1.00K0.00%+1New
MV Capital Management, Inc.1$9340.00%00.0%Unchanged
American Capital Advisory, LLC1$9340.00%00.0%Unchanged
Seneschal Advisors, LLC1$9340.00%00.0%Unchanged
Breakwater Investment Management1$9340.00%+1New
Turning Point Benefit Group, Inc.1$9330.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$9330.00%00.0%Unchanged
Atlas Capital Advisors LLC1$9330.00%+1New
Trust Co1$9330.00%+1New
Optima Capital LLC1$9330.00%+1New
Raleigh Capital Management Inc.0$80.00%0Unchanged
Ogorek Anthony Joseph1$00.00%00.0%Unchanged
Bain Capital Public Equity Management II, LLC0$00.00%−121,581−100.0%Sold out
Carmignac Gestion0$00.00%−48,400−100.0%Sold out
Empowered Funds, LLC0$00.00%−48,295−100.0%Sold out
Winslow Capital Management, LLC0$00.00%−32,390−100.0%Sold out
Scalar Gauge Management, LLC0$00.00%−16,000−100.0%Sold out
LMR Partners LLP0$00.00%−11,635−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−11,120−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−7,966−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−7,577−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−7,472−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−6,893−100.0%Sold out
Bain Capital Public Equity, LP0$00.00%−6,536−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−4,934−100.0%Sold out
Quantessence Capital LLC0$00.00%−4,863−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−3,706−100.0%Sold out
Brighton Jones LLC0$00.00%−3,342−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−3,100−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,879−100.0%Sold out
HRT Financial LP0$00.00%−2,695−100.0%Sold out
Skye Global Management LP0$00.00%−2,520−100.0%Sold out
Applied Capital LLC0$00.00%−2,396−100.0%Sold out
Nicholas Company, Inc.0$00.00%−2,229−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−2,137−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,675−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−1,500−100.0%Sold out
United Capital Management of KS, Inc.0$00.00%−1,500−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−1,439−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−1,411−100.0%Sold out
Encompass More Asset Management0$00.00%−1,313−100.0%Sold out
Shelton Capital Management0$00.00%−1,258−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,141−100.0%Sold out
NorthRock Partners, LLC0$00.00%−1,061−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−1,018−100.0%Sold out
Centiva Capital, LP0$00.00%−1,013−100.0%Sold out
Cannon Global Investment Management, LLC0$00.00%−1,000−100.0%Sold out
Locust Wood Capital Advisers, LLC0$00.00%−990−100.0%Sold out
Hollencrest Capital Management0$00.00%−891−100.0%Sold out
Scientech Research LLC0$00.00%−891−100.0%Sold out
Knollwood Investment Advisory, LLC0$00.00%−880−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−818−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−811−100.0%Sold out
Ossiam0$00.00%−711−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−692−100.0%Sold out
Greenwood Capital Associates LLC0$00.00%−687−100.0%Sold out
Pitcairn Co0$00.00%−635−100.0%Sold out
Voleon Capital Management LP0$00.00%−571−100.0%Sold out
Summit Wealth Group LLC0$00.00%−2,721−100.0%Sold out
Aigen Investment Management, LP0$00.00%−502−100.0%Sold out
City Center Advisors, LLC0$00.00%−500−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−492−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−566−100.0%Sold out
Baader Bank INC0$00.00%−759−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−460−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−400−100.0%Sold out
Fiduciary Planning LLC0$00.00%−400−100.0%Sold out
Cooper Financial Group0$00.00%−373−100.0%Sold out
Mayflower Financial Advisors, LLC0$00.00%−319−100.0%Sold out