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 |
|---|---|---|---|---|---|
| Westco Advisory Services Inc | 1,480 | $1.38M | 0.85% | +1,480 | New |
| Alliance Wealth Advisors, LLC | 1,479 | $1.38M | 0.30% | −1,382−48.3% | Reduced |
| AIA Group Ltd | 1,472 | $1.37M | 0.02% | −929−38.7% | Reduced |
| Kestra Investment Management, LLC | 1,464 | $1.37M | 0.03% | −571−28.1% | Reduced |
| MUFG Securities EMEA plc | 1,443 | $1.35M | 0.02% | +1,443 | New |
| Regions Financial Corp | 1,441 | $1.34M | 0.01% | −7−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 1,436 | $1.34M | 0.43% | +119+9.0% | Added |
| Keystone Investors Pte Ltd | 1,416 | $1.32M | 0.12% | +1,416 | New |
| Lisanti Capital Growth, LLC | 1,415 | $1.32M | 0.31% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 1,415 | $1.32M | 0.39% | +1,415 | New |
| Numerai GP LLC | 1,412 | $1.32M | 0.16% | +1,412 | New |
| X-Square Capital, LLC | 1,411 | $1.32M | 0.43% | −189−11.8% | Reduced |
| Norinchukin Bank, The | 1,391 | $1.30M | 0.02% | +1,391 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,391 | $1.30M | 0.00% | +1,391 | New |
| Bannerstone Capital Management, LLC | 1,385 | $1.29M | 1.24% | +1,385 | New |
| Sowell Financial Services LLC | 1,352 | $1.26M | 0.05% | −110−7.5% | Reduced |
| Clearstead Advisors, LLC | 1,346 | $1.26M | 0.02% | +128+10.5% | Added |
| Cambria Investment Management, L.P. | 1,329 | $1.24M | 0.07% | +323+32.1% | Added |
| Hantz Financial Services, Inc. | 1,322 | $1.23M | 0.02% | +690+109.2% | Added |
| Ariadne Wealth Management, LP | 946 | $1.23M | 0.51% | +114+13.7% | Added |
| North Star Investment Management Corp. | 1,307 | $1.22M | 0.08% | −893−40.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.22M | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 1,305 | $1.22M | 0.03% | −503−27.8% | Reduced |
| Verus Capital Partners, LLC | 1,297 | $1.21M | 0.08% | −100−7.2% | Reduced |
| Private Advisory Group LLC | 1,294 | $1.21M | 0.10% | −409−24.0% | Reduced |
| HMS Capital Management, LLC | 1,293 | $1.21M | 0.50% | −11−0.8% | Reduced |
| Fortress Financial Solutions, LLC | 1,283 | $1.20M | 1.22% | −30−2.3% | Reduced |
| EP Wealth Advisors, LLC | 1,273 | $1.19M | 0.01% | +1,273 | New |
| GAMMA Investing LLC | 1,270 | $1.19M | 0.06% | +154+13.8% | Added |
| Ifrah Financial Services, Inc. | 1,265 | $1.18M | 0.30% | −57−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,260 | $1.18M | 0.52% | +1,260 | New |
| Belpointe Asset Management LLC | 1,251 | $1.17M | 0.04% | −5−0.4% | Reduced |
| denkapparat Operations GmbH | 1,246 | $1.16M | 0.63% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,243 | $1.16M | 0.01% | −86−6.5% | Reduced |
| Benjamin Edwards Inc | 1,235 | $1.15M | 0.01% | −351−22.1% | Reduced |
| FirstWave Capital Management LLC | 1,225 | $1.14M | 0.68% | +1,225 | New |
| North Dakota State Investment Board | 1,224 | $1.14M | 0.04% | +1,224 | New |
| Exchange Traded Concepts, LLC | 1,213 | $1.13M | 0.01% | +934+334.8% | Added |
| Aristotle Atlantic Partners, LLC | 1,210 | $1.13M | 0.05% | +1,210 | New |
| WBI Investments | 1,182 | $1.10M | 0.29% | +1,182 | New |
| Soltis Investment Advisors LLC | 1,180 | $1.10M | 0.07% | +259+28.1% | Added |
| Perigon Wealth Management, LLC | 1,178 | $1.10M | 0.02% | +557+89.7% | Added |
| Waddell & Associates, LLC | 1,144 | $1.07M | 0.07% | +355+45.0% | Added |
| Parcion Private Wealth LLC | 1,131 | $1.06M | 0.06% | +445+64.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,125 | $1.05M | 0.01% | −6,721−85.7% | Reduced |
| Commerce Bank | 1,109 | $1.04M | 0.01% | −78−6.6% | Reduced |
| Chase Investment Counsel Corp | 1,105 | $1.03M | 0.29% | +350+46.4% | Added |
| Readystate Asset Management LP | 1,099 | $1.03M | 0.05% | +1,099 | New |
| Resources Investment Advisors, LLC. | 1,089 | $1.02M | 0.01% | −284−20.7% | Reduced |
| Westerkirk Capital Inc. | 1,088 | $1.02M | 0.10% | +1,088 | New |
| Hanlon Investment Management, Inc. | 1,087 | $1.01M | 0.56% | −71−6.1% | Reduced |
| Summit Trail Advisors, LLC | 1,087 | $1.01M | 0.02% | +329+43.4% | Added |
| Qsemble Capital Management, LP | 1,082 | $1.01M | 0.08% | +1,082 | New |
| XTX Topco Ltd | 1,081 | $1.01M | 0.03% | +1,081 | New |
| Portside Wealth Group, LLC | 1,075 | $1.00M | 0.14% | −100−8.5% | Reduced |
| Petra Financial Advisors Inc | 1,073 | $1.00M | 0.59% | −2−0.2% | Reduced |
| AE Wealth Management LLC | 1,067 | $996.1K | 0.01% | +244+29.6% | Added |
| PFG Advisors | 1,063 | $991.7K | 0.05% | +49+4.8% | Added |
| Holderness Investments Co | 1,060 | $989.3K | 0.20% | +40+3.9% | Added |
| Norden Group LLC | 1,057 | $986.7K | 0.10% | −395−27.2% | Reduced |
| Copeland Capital Management, LLC | 1,049 | $979.0K | 0.02% | −430−29.1% | Reduced |
| We Are One Seven, LLC | 1,045 | $975.3K | 0.02% | −487−31.8% | Reduced |
| Algebris (UK) Ltd | 1,044 | $974.8K | 0.08% | +1,044 | New |
| Altshuler Shaham Ltd | 1,042 | $972.5K | 0.01% | +79+8.2% | Added |
| Trust Point Inc. | 1,039 | $969.7K | 0.08% | −39−3.6% | Reduced |
| Quest Partners LLC | 1,035 | $966.0K | 0.05% | +218+26.7% | Added |
| Central Pacific Bank - Trust Division | 1,031 | $962.2K | 0.12% | +1,031 | New |
| HighPoint Advisor Group LLC | 1,030 | $961.2K | 0.02% | −243−19.1% | Reduced |
| Prosperity Wealth Management, Inc. | 1,025 | $956.6K | 0.32% | +1,025 | New |
| Kaufman Rossin Wealth, LLC | 1,024 | $955.7K | 0.50% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,019 | $950.0K | 0.03% | +1,019 | New |
| Capital Performance Advisors LLP | 1,007 | $939.8K | 0.07% | +190+23.3% | Added |
| Umb Bank N A | 1,004 | $937.0K | 0.01% | −41−3.9% | Reduced |
| Generali Asset Management SPA SGR | 1,002 | $935.2K | 0.02% | +1,002 | New |
| Strid Group, LLC | 1,000 | $933.3K | 0.12% | −271−21.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,000 | $933.3K | 0.01% | +1,000 | New |
| Sigma Planning Corp | 867 | $921.8K | 0.03% | +279+47.4% | Added |
| Everence Capital Management Inc | 980 | $915.0K | 0.05% | −100−9.3% | Reduced |
| Venturi Wealth Management, LLC | 974 | $908.1K | 0.04% | −319−24.7% | Reduced |
| Sym Financial Corp | 968 | $903.4K | 0.09% | +102+11.8% | Added |
| Retireful, LLC | 953 | $902.4K | 1.13% | −8−0.8% | Reduced |
| Mount Lucas Management LP | 964 | $899.7K | 0.40% | −19−1.9% | Reduced |
| Securian Asset Management, Inc | 957 | $893.2K | 0.03% | −1,725−64.3% | Reduced |
| Prelude Capital Management, LLC | 957 | $893.2K | 0.07% | −141−12.8% | Reduced |
| waypoint wealth counsel | 954 | $890.4K | 0.33% | +151+18.8% | Added |
| Kingswood Wealth Advisors, LLC | 953 | $889.4K | 0.04% | −11−1.1% | Reduced |
| MUFG Securities Americas Inc. | 948 | $884.8K | 0.06% | +948 | New |
| Park Capital Management, LLC | 932 | $870.1K | 0.62% | +932 | New |
| Mach-1 Financial Group, Inc. | 922 | $860.5K | 0.18% | +922 | New |
| Blueshift Asset Management, LLC | 899 | $839.0K | 0.24% | +899 | New |
| LGT Group Foundation | 879 | $832.4K | 0.01% | −325−27.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 890 | $830.6K | 0.03% | +890 | New |
| Jackson Thornton Asset Management, LLC | 802 | $830.2K | 0.08% | +76+10.5% | Added |
| Wellington Shields & Co., LLC | 885 | $826.0K | 0.20% | +1+0.1% | Added |
| Journey Strategic Wealth LLC | 883 | $824.1K | 0.02% | +33+3.9% | Added |
| Boston Trust Walden Corp | 875 | $816.6K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 874 | $816.0K | 0.04% | −65−6.9% | Reduced |
| Ballentine Partners, LLC | 873 | $814.8K | 0.01% | −25−2.8% | Reduced |
| BayBridge Capital Group, LLC | 866 | $808.3K | 0.50% | −8−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 865 | $807.3K | 0.06% | +210+32.1% | Added |