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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2,653 | $2.48M | 0.01% | −48−1.8% | Reduced |
| Dedeker Financial LLC | 2,638 | $2.46M | 2.20% | +2,638 | New |
| Allstate Corp | 2,636 | $2.46M | 0.03% | +2,636 | New |
| Mizuho Securities USA LLC | 2,563 | $2.41M | 0.04% | +2,563 | New |
| Diversify Advisory Services, LLC | 2,142 | $2.40M | 0.08% | +406+23.4% | Added |
| Private Client Services, LLC | 2,570 | $2.40M | 0.75% | −161−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 2,559 | $2.39M | 0.08% | −783−23.4% | Reduced |
| HB Wealth Management, LLC | 2,550 | $2.38M | 0.02% | +290+12.8% | Added |
| Twinbeech Capital LP | 2,539 | $2.37M | 0.17% | +2,539 | New |
| Thompson Davis & Co., Inc. | 2,529 | $2.36M | 1.41% | −343−11.9% | Reduced |
| Landscape Capital Management, L.L.C. | 2,528 | $2.36M | 0.16% | +1,747+223.7% | Added |
| Shaker Investments LLC | 2,487 | $2.32M | 0.97% | −38−1.5% | Reduced |
| Abn Amro Investment Solutions | 2,465 | $2.30M | 0.03% | +2,465 | New |
| Warren Averett Asset Management, LLC | 2,460 | $2.30M | 0.02% | +493+25.1% | Added |
| Hilltop Holdings Inc. | 2,419 | $2.26M | 0.14% | −390−13.9% | Reduced |
| Union Bancaire Privee, UBP SA | 3,010 | $2.25M | 0.04% | −1,802−37.4% | Reduced |
| Investment Management Corp of Ontario | 2,414 | $2.25M | 0.03% | +2,414 | New |
| CWM Advisors, LLC | 2,412 | $2.25M | 0.20% | +2,412 | New |
| Simplex Trading, LLC | 2,338 | $2.18M | 0.06% | +1,321+129.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,325 | $2.17M | 0.15% | +4+0.2% | Added |
| Silver Oak Securities, Inc | 2,290 | $2.17M | 0.15% | +37+1.6% | Added |
| Level Four Advisory Services, LLC | 2,296 | $2.14M | 0.07% | −542−19.1% | Reduced |
| Saturna Capital CORP | 2,256 | $2.11M | 0.03% | +10+0.4% | Added |
| Vestcor Inc | 2,234 | $2.08M | 0.06% | +714+47.0% | Added |
| New Age Alpha Advisors, LLC | 2,215 | $2.07M | 0.09% | −4,546−67.2% | Reduced |
| Standard Life Aberdeen plc | 2,214 | $2.07M | 0.00% | +2,214 | New |
| VGI Partners Ltd | 2,200 | $2.05M | 0.12% | −20−0.9% | Reduced |
| Virtus ETF Advisers LLC | 2,192 | $2.05M | 0.97% | +228+11.6% | Added |
| Plato Investment Management Ltd | 2,180 | $2.04M | 0.13% | +2,180 | New |
| Thrivent Financial for Lutherans | 2,172 | $2.04M | 0.00% | −6,708−75.5% | Reduced |
| Moors & Cabot, Inc. | 2,155 | $2.01M | 0.09% | −57−2.6% | Reduced |
| Centaurus Financial, Inc. | 2,151 | $2.01M | 0.09% | +28+1.3% | Added |
| Evolve Private Wealth, LLC | 2,135 | $1.99M | 0.12% | +2,135 | New |
| Manchester Financial Inc | 2,132 | $1.99M | 0.37% | −39−1.8% | Reduced |
| Jennison Associates LLC | 2,118 | $1.98M | 0.00% | −61,443−96.7% | Reduced |
| Sivia Capital Partners, LLC | 2,117 | $1.98M | 0.40% | +851+67.2% | Added |
| Evoke Wealth, LLC | 2,082 | $1.94M | 0.04% | −222−9.6% | Reduced |
| Omers Administration Corp | 2,078 | $1.94M | 0.01% | +2,078 | New |
| Bosman Wealth Management, LLC | 2,074 | $1.94M | 1.59% | −1,086−34.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,055 | $1.92M | 0.19% | +84+4.3% | Added |
| Integrated Quantitative Investments LLC | 2,050 | $1.91M | 0.41% | +891+76.9% | Added |
| Sterling Capital Management LLC | 2,045 | $1.91M | 0.03% | +1,992+3,758.5% | Added |
| Hartford Investment Management Co | 2,032 | $1.90M | 0.06% | +2,032 | New |
| Mariner Investment Group LLC | 2,000 | $1.87M | 0.11% | +2,000 | New |
| Moody National Bank Trust Division | 1,996 | $1.86M | 0.18% | −3,750−65.3% | Reduced |
| Sumitomo Life Insurance Co | 1,989 | $1.86M | 0.05% | +1,989 | New |
| Kane Investment Management, Inc. | 1,983 | $1.85M | 0.90% | +73+3.8% | Added |
| Skopos Labs, Inc. | 1,945 | $1.85M | 0.09% | +1,255+181.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,979 | $1.85M | 0.02% | +1,263+176.4% | Added |
| Coldstream Capital Management Inc | 1,964 | $1.83M | 0.02% | −17−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,921 | $1.79M | 0.01% | −44−2.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,908 | $1.78M | 0.53% | −605−24.1% | Reduced |
| Cornerstone Investment Partners, LLC | 1,903 | $1.78M | 0.07% | −11−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,901 | $1.77M | 0.06% | −714−27.3% | Reduced |
| Prakash Investment Advisors LLC | 1,900 | $1.77M | 1.35% | +100+5.6% | Added |
| Dark Forest Capital Management LP | 1,896 | $1.77M | 0.08% | −29−1.5% | Reduced |
| Nomura Holdings Inc | 1,880 | $1.75M | 0.01% | −3,095−62.2% | Reduced |
| Diametric Capital, LP | 1,874 | $1.75M | 0.47% | +312+20.0% | Added |
| Tower Research Capital LLC (TRC) | 1,856 | $1.73M | 0.04% | −914−33.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 1,853 | $1.73M | 0.08% | +1,853 | New |
| Calamos Advisors LLC | 1,851 | $1.73M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,841 | $1.72M | 0.01% | +118+6.8% | Added |
| Pinnbrook Capital Management LP | 1,823 | $1.70M | 0.44% | −4,236−69.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,504 | $1.69M | 0.04% | +567+60.5% | Added |
| Fideuram Asset Management (Ireland) dac | 1,779 | $1.68M | 0.13% | +1,779 | New |
| Louisiana State Employees Retirement System | 1,800 | $1.68M | 0.03% | −8,000−81.6% | Reduced |
| Sunbelt Securities, Inc. | 1,798 | $1.68M | 0.11% | +227+14.4% | Added |
| Raiffeisen Bank International AG | 1,759 | $1.67M | 0.02% | +1,759 | New |
| NWK Group, Inc. | 1,762 | $1.64M | 0.57% | −17−1.0% | Reduced |
| Fedenia Advisers LLC | 1,759 | $1.64M | 0.63% | +1,759 | New |
| Nations Financial Group Inc, | 1,751 | $1.63M | 0.09% | −236−11.9% | Reduced |
| Pier Capital, LLC | 1,730 | $1.61M | 0.26% | −251−12.7% | Reduced |
| Maryland State Retirement & Pension System | 1,722 | $1.61M | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,721 | $1.61M | 0.01% | −27−1.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,717 | $1.60M | 0.36% | +1,717 | New |
| Brevan Howard Capital Management LP | 1,709 | $1.59M | 0.03% | −46,353−96.4% | Reduced |
| Apollon Wealth Management, LLC | 1,689 | $1.58M | 0.03% | +252+17.5% | Added |
| Pensionmark Financial Group, LLC | 1,689 | $1.58M | 0.03% | +404+31.4% | Added |
| RMB Capital Management, LLC | 1,687 | $1.57M | 0.03% | +1,687 | New |
| TFR Capital, LLC. | 1,681 | $1.57M | 0.52% | +164+10.8% | Added |
| Ethic Inc. | 1,677 | $1.57M | 0.02% | +748+80.5% | Added |
| Mezzasalma Advisors, LLC | 1,557 | $1.56M | 0.38% | +558+55.9% | Added |
| Fifth Third Bancorp | 1,669 | $1.56M | 0.00% | −73−4.2% | Reduced |
| Creek Drive Management Group LLC | 1,650 | $1.54M | 1.13% | +1,650 | New |
| Strategic Blueprint, LLC | 1,637 | $1.53M | 0.09% | +318+24.1% | Added |
| Point Nemo Capital, LLC | 1,604 | $1.50M | 1.48% | +1,604 | New |
| New Mexico Educational Retirement Board | 1,600 | $1.49M | 0.04% | −5,800−78.4% | Reduced |
| Illumine Investment Management, LLC | 1,596 | $1.49M | 1.09% | −69−4.1% | Reduced |
| RE Advisers Corp | 1,588 | $1.48M | 0.04% | −5,700−78.2% | Reduced |
| QRG Capital Management, Inc. | 1,553 | $1.45M | 0.02% | +528+51.5% | Added |
| Segment Wealth Management, LLC | 1,546 | $1.44M | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,544 | $1.44M | 0.05% | +404+35.4% | Added |
| LRT Capital Management, LLC | 1,544 | $1.44M | 1.23% | −245−13.7% | Reduced |
| Metis Global Partners, LLC | 1,541 | $1.44M | 0.03% | +1,541 | New |
| Caerus Investment Advisors, LLC | 1,539 | $1.44M | 0.48% | +610+65.7% | Added |
| Cypress Advisory Group LLC | 1,535 | $1.43M | 1.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,526 | $1.42M | 0.05% | +594+63.7% | Added |
| L2 Asset Management, LLC | 1,520 | $1.42M | 0.19% | −202−11.7% | Reduced |
| Gulf International Bank (UK) Ltd | 1,506 | $1.41M | 0.05% | +1,506 | New |
| Steward Partners Investment Advisory, LLC | 1,504 | $1.40M | 0.01% | −402−21.1% | Reduced |