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 |
|---|---|---|---|---|---|
| Aubrey Capital Management Ltd | 5,600 | $5.23M | 2.06% | −2,600−31.7% | Reduced |
| Diversify Wealth Management, LLC | 4,830 | $5.18M | 0.24% | −557−10.3% | Reduced |
| Horizon Investment Services, LLC | 5,522 | $5.15M | 1.85% | −480−8.0% | Reduced |
| Mutual of America Capital Management LLC | 5,520 | $5.15M | 0.05% | −10,738−66.0% | Reduced |
| PDT Partners, LLC | 5,518 | $5.15M | 0.33% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,489 | $5.12M | 0.01% | +26+0.5% | Added |
| Vinva Investment Management Ltd | 5,347 | $5.06M | 0.06% | +5,347 | New |
| Diversified Trust Co | 5,409 | $5.05M | 0.09% | +132+2.5% | Added |
| Spire Wealth Management | 5,390 | $5.03M | 0.17% | +4,679+658.1% | Added |
| Commonwealth Equity Services, LLC | 5,366 | $5.01M | 0.01% | +1,000+22.9% | Added |
| Buckingham Strategic Partners | 5,319 | $4.96M | 0.06% | +412+8.4% | Added |
| Graham Capital Management, L.P. | 5,277 | $4.92M | 0.17% | +1,766+50.3% | Added |
| Taproot Management LP | 5,244 | $4.89M | 0.79% | +5,244 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,150 | $4.81M | 0.01% | +4,936+2,306.5% | Added |
| MML Investors Services, LLC | 5,097 | $4.76M | 0.01% | −1,545−23.3% | Reduced |
| 4D Advisors, LLC | 5,000 | $4.67M | 2.56% | 00.0% | Unchanged |
| Estate Counselors, LLC | 4,918 | $4.59M | 0.38% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,899 | $4.57M | 0.02% | +4,899 | New |
| JustInvest LLC | 4,880 | $4.55M | 0.04% | +477+10.8% | Added |
| New York Life Investment Management LLC | 4,829 | $4.51M | 0.04% | +1,293+36.6% | Added |
| Globeflex Capital L P | 4,765 | $4.45M | 0.68% | +1,278+36.7% | Added |
| Ritholtz Wealth Management | 4,723 | $4.41M | 0.08% | +267+6.0% | Added |
| Rakuten Investment Management, Inc. | 4,634 | $4.41M | 0.01% | +4,634 | New |
| B. Metzler seel. Sohn & Co. AG | 4,683 | $4.37M | 0.04% | +292+6.6% | Added |
| Comerica Bank | 4,655 | $4.34M | 0.02% | −153,751−97.1% | Reduced |
| Bank of Nova Scotia | 4,644 | $4.33M | 0.01% | +4,644 | New |
| Nissay Asset Management Corp | 4,635 | $4.33M | 0.02% | +4,635 | New |
| GWM Advisors LLC | 4,624 | $4.32M | 0.02% | +358+8.4% | Added |
| Atria Investments LLC | 4,585 | $4.28M | 0.05% | +167+3.8% | Added |
| FORA Capital, LLC | 4,836 | $4.28M | 0.52% | +4,836 | New |
| DekaBank Deutsche Girozentrale | 12,523 | $4.27M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 4,560 | $4.26M | 0.01% | +4,560 | New |
| ING Groep NV | 4,548 | $4.24M | 0.03% | +4,548 | New |
| Redhawk Wealth Advisors, Inc. | 4,465 | $4.17M | 0.47% | −302−6.3% | Reduced |
| Gallo Partners, LP | 4,462 | $4.16M | 3.67% | −398−8.2% | Reduced |
| US Bancorp | 4,451 | $4.15M | 0.00% | +621+16.2% | Added |
| Yousif Capital Management, LLC | 3,639 | $4.13M | 0.05% | −7,565−67.5% | Reduced |
| Entropy Technologies, LP | 4,405 | $4.11M | 0.22% | +4,405 | New |
| Cardinal Point Capital Management, ULC | 4,397 | $4.10M | 0.27% | −75−1.7% | Reduced |
| Secure Asset Management, LLC | 4,375 | $4.08M | 0.64% | −5−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,326 | $4.04M | 0.11% | −599−12.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,218 | $3.94M | 0.02% | −580−12.1% | Reduced |
| Krilogy Financial LLC | 3,480 | $3.92M | 0.13% | +526+17.8% | Added |
| NEOS Investment Management LLC | 4,143 | $3.87M | 0.02% | +4,143 | New |
| Triasima Portfolio Management inc. | 4,119 | $3.84M | 0.58% | +1,220+42.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,109 | $3.83M | 0.13% | +475+13.1% | Added |
| M&T Bank Corp | 4,085 | $3.81M | 0.01% | −39−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 4,000 | $3.73M | 0.05% | −3,081−43.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,962 | $3.70M | 0.01% | +3,962 | New |
| Meeder Asset Management Inc | 3,940 | $3.68M | 0.20% | +354+9.9% | Added |
| Quantbot Technologies LP | 3,939 | $3.68M | 0.12% | +3,939 | New |
| Farther Finance Advisors, LLC | 3,847 | $3.59M | 0.04% | +1,922+99.8% | Added |
| Rockefeller Capital Management L.P. | 3,809 | $3.56M | 0.01% | −1,882−33.1% | Reduced |
| Marietta Investment Partners LLC | 3,749 | $3.50M | 0.69% | +390+11.6% | Added |
| Integrated Wealth Concepts LLC | 3,705 | $3.46M | 0.04% | −740−16.6% | Reduced |
| Quadrant Capital Group LLC | 3,703 | $3.46M | 0.10% | −47−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,689 | $3.44M | 0.00% | −1,395−27.4% | Reduced |
| Nordea Investment Management AB | 3,611 | $3.40M | 0.00% | −47,682−93.0% | Reduced |
| UniSuper Management Pty Ltd | 3,590 | $3.35M | 0.02% | +3,590 | New |
| Two Sigma Investments, LP | 3,579 | $3.34M | 0.00% | −27−0.7% | Reduced |
| Katamaran Capital LLP | 3,548 | $3.31M | 2.51% | +2,343+194.4% | Added |
| Allworth Financial LP | 3,532 | $3.30M | 0.01% | −8−0.2% | Reduced |
| Park Avenue Securities LLC | 3,529 | $3.29M | 0.03% | −90−2.5% | Reduced |
| State of Alaska, Department of Revenue | 3,526 | $3.29M | 0.03% | −270−7.1% | Reduced |
| Yorktown Management & Research Co Inc | 3,500 | $3.27M | 2.61% | 00.0% | Unchanged |
| Essential Partners LLC | 3,471 | $3.24M | 1.00% | +240+7.4% | Added |
| Hunter Associates Investment Management LLC | 3,464 | $3.23M | 0.43% | −190−5.2% | Reduced |
| Callan Family Office, LLC | 3,418 | $3.19M | 0.07% | +1,321+63.0% | Added |
| Strategic Global Advisors, LLC | 3,377 | $3.15M | 0.49% | −3,000−47.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,345 | $3.12M | 0.01% | −59,705−94.7% | Reduced |
| Evergreen Capital Management LLC | 3,341 | $3.12M | 0.07% | +630+23.2% | Added |
| Algert Global LLC | 3,340 | $3.12M | 0.05% | −40,242−92.3% | Reduced |
| Advisory Services Network, LLC | 3,321 | $3.10M | 0.04% | +23+0.7% | Added |
| Capital Insight Partners, LLC | 3,311 | $3.09M | 0.65% | −2,115−39.0% | Reduced |
| Blackhawk Capital Partners LLC. | 3,210 | $3.00M | 1.13% | +193+6.4% | Added |
| Rafferty Asset Management, LLC | 3,133 | $2.92M | 0.01% | +2,525+415.3% | Added |
| Sequoia Financial Advisors, LLC | 3,117 | $2.91M | 0.02% | +993+46.8% | Added |
| Penserra Capital Management LLC | 3,108 | $2.90M | 0.03% | −618−16.6% | Reduced |
| RFG Advisory, LLC | 3,082 | $2.88M | 0.05% | −384−11.1% | Reduced |
| Worldquant Millennium Advisors LLC | 3,056 | $2.85M | 0.01% | +3,056 | New |
| Lifestyle Asset Management, Inc. | 3,046 | $2.84M | 0.92% | −325−9.6% | Reduced |
| Engineers Gate Manager LP | 3,026 | $2.82M | 0.03% | −352−10.4% | Reduced |
| VMS Asset Management Limited | 3,010 | $2.81M | 1.08% | +3,010 | New |
| Meritage Portfolio Management | 2,965 | $2.77M | 0.18% | −321−9.8% | Reduced |
| STRS Ohio | 2,933 | $2.74M | 0.01% | +2,101+252.5% | Added |
| Bridgeway Capital Management, LLC | 2,930 | $2.73M | 0.06% | +2,930 | New |
| Oppenheimer Asset Management Inc. | 2,920 | $2.73M | 0.03% | −781−21.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,606 | $2.69M | 0.06% | +1,021+64.4% | Added |
| Teachers Retirement System of the State of Kentucky | 2,878 | $2.69M | 0.02% | −8,436−74.6% | Reduced |
| Azzad Asset Management Inc | 2,858 | $2.67M | 0.26% | −161−5.3% | Reduced |
| Hancock Whitney Corp | 2,843 | $2.65M | 0.05% | +33+1.2% | Added |
| Pacer Advisors, Inc. | 2,806 | $2.62M | 0.01% | −1,926−40.7% | Reduced |
| ASR Vermogensbeheer N.V. | 2,800 | $2.61M | 0.03% | +2,800 | New |
| CI Private Wealth, LLC | 2,782 | $2.60M | 0.00% | +902+48.0% | Added |
| Walleye Trading LLC | 2,780 | $2.59M | 0.04% | −4,957−64.1% | Reduced |
| Jones Financial Companies LLLP | 2,772 | $2.59M | 0.00% | +1,034+59.5% | Added |
| Jane Street Group, LLC | 2,757 | $2.57M | 0.00% | −83,744−96.8% | Reduced |
| Venture Visionary Partners LLC | 2,746 | $2.56M | 0.08% | −3,994−59.3% | Reduced |
| Geneva Partners, LLC | 2,735 | $2.55M | 0.91% | +978+55.7% | Added |
| Harbor Capital Advisors, Inc. | 2,689 | $2.51M | 0.19% | −6,597−71.0% | Reduced |