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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 11,601 | $10.8M | 0.06% | +64+0.6% | Added |
| Ci Investments Inc. | 11,400 | $10.6M | 0.05% | +2,151+23.3% | Added |
| Consolidated Planning Corp | 11,055 | $10.3M | 1.04% | +4,746+75.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,036 | $10.3M | 0.03% | +6,607+149.2% | Added |
| Dividend Assets Capital, LLC | 10,834 | $10.1M | 1.93% | +331+3.2% | Added |
| Quantinno Capital Management LP | 10,773 | $10.1M | 0.02% | +4,599+74.5% | Added |
| Resona Asset Management Co.,Ltd. | 10,738 | $10.1M | 0.05% | +10,738 | New |
| Natixis Advisors, L.P. | 10,748 | $10.0M | 0.01% | −4,450−29.3% | Reduced |
| Kornitzer Capital Management Inc | 10,600 | $9.89M | 0.21% | 00.0% | Unchanged |
| South Dakota Investment Council | 10,577 | $9.87M | 0.19% | −2,231−17.4% | Reduced |
| CBOE Vest Financial, LLC | 10,565 | $9.86M | 0.13% | −197−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,504 | $9.80M | 0.09% | +7,303+228.1% | Added |
| Mackenzie Financial Corp | 10,122 | $9.57M | 0.01% | +3,018+42.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 10,116 | $9.44M | 0.09% | +10,116 | New |
| MetLife Investment Management | 10,110 | $9.44M | 0.05% | −9,625−48.8% | Reduced |
| DnB Asset Management AS | 10,096 | $9.42M | 0.03% | +7,143+241.9% | Added |
| Assenagon Asset Management S.A. | 10,043 | $9.37M | 0.01% | −23,408−70.0% | Reduced |
| Quadrature Capital Ltd | 10,032 | $9.36M | 0.10% | +10,032 | New |
| State of Michigan Retirement System | 10,000 | $9.33M | 0.05% | +1,600+19.0% | Added |
| Retirement Systems of Alabama | 9,912 | $9.25M | 0.03% | −67,457−87.2% | Reduced |
| Arizona State Retirement System | 9,667 | $9.02M | 0.05% | −772−7.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,524 | $8.89M | 0.23% | +9,524 | New |
| Los Angeles Capital Management LLC | 9,169 | $8.83M | 0.03% | +92+1.0% | Added |
| JGP Wealth Management, LLC | 9,370 | $8.74M | 0.91% | +113+1.2% | Added |
| Transamerica Financial Advisors, Inc. | 9,286 | $8.67M | 0.72% | +8,620+1,294.3% | Added |
| Thames Capital Management LLC | 9,273 | $8.65M | 1.26% | 00.0% | Unchanged |
| Czech National Bank | 9,258 | $8.64M | 0.06% | +9,258 | New |
| Citadel Advisors LLC | 9,139 | $8.53M | 0.01% | −60,065−86.8% | Reduced |
| CIBC Private Wealth Group, LLC | 9,049 | $8.44M | 0.01% | −82−0.9% | Reduced |
| California First Leasing Corp | 8,720 | $8.14M | 2.64% | 00.0% | Unchanged |
| Xponance, Inc. | 8,598 | $8.02M | 0.06% | +1,203+16.3% | Added |
| Van Eck Associates Corp | 8,549 | $7.98M | 0.01% | −25,865−75.2% | Reduced |
| Dorsey Wright & Associates | 8,485 | $7.92M | 1.71% | +539+6.8% | Added |
| Acadian Asset Management LLC | 8,465 | $7.89M | 0.01% | +6,082+255.2% | Added |
| Eventide Asset Management, LLC | 8,343 | $7.80M | 0.12% | +8,343 | New |
| CIBC Asset Management Inc | 8,314 | $7.76M | 0.02% | +7,196+643.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,186 | $7.64M | 0.04% | −849−9.4% | Reduced |
| Natixis | 8,106 | $7.57M | 0.03% | +8,106 | New |
| Pathstone Holdings, LLC | 8,099 | $7.56M | 0.03% | −489−5.7% | Reduced |
| AdvisorShares Investments LLC | 8,083 | $7.54M | 1.26% | +7,768+2,466.0% | Added |
| Cim, LLC | 7,974 | $7.44M | 0.98% | −396−4.7% | Reduced |
| New Millennium Group LLC | 7,970 | $7.44M | 3.22% | +667+9.1% | Added |
| Balyasny Asset Management LLC | 7,969 | $7.44M | 0.01% | +7,969 | New |
| Forsta Ap-Fonden | 7,920 | $7.39M | 0.04% | +7,920 | New |
| Amalgamated Bank | 7,883 | $7.36M | 0.05% | −9,668−55.1% | Reduced |
| Kennedy Capital Management, Inc. | 7,811 | $7.29M | 0.15% | −2,905−27.1% | Reduced |
| Advisors Asset Management, Inc. | 7,803 | $7.28M | 0.12% | +2,128+37.5% | Added |
| Andra AP-fonden | 7,800 | $7.28M | 0.09% | +7,800 | New |
| Private Advisor Group, LLC | 7,752 | $7.23M | 0.03% | −29−0.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,740 | $7.22M | 1.17% | −2,212−22.2% | Reduced |
| Engle Capital Management, L.P. | 7,500 | $7.00M | 2.70% | +7,500 | New |
| Brinker Capital Investments, LLC | 7,456 | $6.96M | 0.05% | −4,026−35.1% | Reduced |
| VestGen Advisors, LLC | 7,451 | $6.95M | 0.30% | +2,929+64.8% | Added |
| Peregrine Asset Advisers, Inc. | 7,430 | $6.93M | 1.96% | +7,430 | New |
| Prudential PLC | 7,417 | $6.92M | 0.06% | +7,417 | New |
| HighTower Advisors, LLC | 7,411 | $6.92M | 0.01% | −764−9.3% | Reduced |
| Hedeker Wealth, LLC | 7,135 | $6.66M | 1.40% | −346−4.6% | Reduced |
| Freedom Day Solutions, LLC | 7,070 | $6.60M | 1.79% | −611−8.0% | Reduced |
| Holocene Advisors, LP | 7,012 | $6.54M | 0.01% | +7,012 | New |
| Davidson Capital Management Inc. | 7,008 | $6.54M | 1.42% | −497−6.6% | Reduced |
| Banco Santander, S.A. | 6,893 | $6.43M | 0.05% | +40+0.6% | Added |
| Aventail Capital Group, LP | 6,873 | $6.41M | 0.37% | +2,759+67.1% | Added |
| Huntleigh Advisors, Inc. | 6,795 | $6.34M | 1.07% | +709+11.6% | Added |
| Two Sigma Advisers, LP | 6,740 | $6.29M | 0.01% | −560−7.7% | Reduced |
| Janney Montgomery Scott LLC | 6,711 | $6.26M | 0.01% | +751+12.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 6,674 | $6.23M | 1.38% | −3,081−31.6% | Reduced |
| Brown Advisory Inc | 6,657 | $6.21M | 0.01% | −3,335−33.4% | Reduced |
| Vontobel Holding Ltd. | 6,656 | $6.21M | 0.02% | +3,544+113.9% | Added |
| Intech Investment Management LLC | 6,610 | $6.17M | 0.06% | −5,977−47.5% | Reduced |
| Schwartz Investment Counsel Inc | 6,600 | $6.16M | 0.22% | 00.0% | Unchanged |
| Zacks Investment Management | 6,552 | $6.12M | 0.05% | −6,459−49.6% | Reduced |
| ProShare Advisors LLC | 6,510 | $6.08M | 0.01% | +5,013+334.9% | Added |
| Mawer Investment Management Ltd. | 6,497 | $6.06M | 0.03% | +6,497 | New |
| Anderson Hoagland & Co | 6,452 | $6.02M | 0.52% | −1,747−21.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 6,415 | $5.99M | 0.29% | −200−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 6,413 | $5.99M | 0.08% | +13+0.2% | Added |
| Monument Capital Management | 6,294 | $5.87M | 1.46% | −224−3.4% | Reduced |
| Prosperitas Financial LLC | 6,263 | $5.85M | 2.28% | −107−1.7% | Reduced |
| 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 |
| SIR Capital Management, L.P. | 6,237 | $5.82M | 0.64% | +1,837+41.8% | Added |
| Oak Harvest Investment Services | 6,199 | $5.79M | 0.63% | +443+7.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,176 | $5.76M | 0.02% | +49+0.8% | Added |
| Penobscot Investment Management Company, Inc. | 6,155 | $5.74M | 0.43% | −678−9.9% | Reduced |
| Bridges Investment Management Inc | 6,149 | $5.74M | 0.07% | +286+4.9% | Added |
| Independent Advisor Alliance | 6,064 | $5.66M | 0.14% | +91+1.5% | Added |
| Aquatic Capital Management LLC | 6,035 | $5.63M | 0.16% | +6,035 | New |
| Vident Advisory, LLC | 6,033 | $5.63M | 0.05% | +913+17.8% | Added |
| Woodline Partners LP | 6,006 | $5.61M | 0.02% | +6,006 | New |
| Merit Financial Group, LLC | 5,946 | $5.55M | 0.04% | +1,172+24.5% | Added |
| Avanza Fonder AB | 5,913 | $5.52M | 0.14% | +5,913 | New |
| Stansberry Asset Management, LLC | 5,886 | $5.49M | 0.56% | −13,473−69.6% | Reduced |
| Sanctuary Advisors, LLC | 5,791 | $5.40M | 0.03% | +2,828+95.4% | Added |
| Argent Capital Management LLC | 5,783 | $5.40M | 0.15% | −4,134−41.7% | Reduced |
| Utah Retirement Systems | 5,741 | $5.36M | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,732 | $5.35M | 0.08% | +2,880+101.0% | Added |
| Kestra Advisory Services, LLC | 5,687 | $5.31M | 0.02% | +358+6.7% | Added |
| OP Asset Management Ltd | 5,665 | $5.29M | 0.06% | +4,349+330.5% | Added |
| Insight Wealth Strategies, LLC | 5,622 | $5.25M | 0.60% | −2,166−27.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,548 | $5.25M | 0.01% | +5,548 | New |