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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 865 | $807.3K | 0.02% | +865 | New |
| Syon Capital LLC | 854 | $797.0K | 0.04% | +5+0.6% | Added |
| Catalyst Capital Advisors LLC | 850 | $793.3K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 847 | $790.7K | 0.01% | −392−31.6% | Reduced |
| Atomi Financial Group, Inc. | 834 | $778.2K | 0.02% | +109+15.0% | Added |
| BTC Capital Management, Inc. | 831 | $776.5K | 0.05% | −144−14.8% | Reduced |
| Rothschild Investment LLC | 820 | $765.4K | 0.04% | +215+35.5% | Added |
| Tobam | 809 | $755.0K | 0.19% | +809 | New |
| Sound View Wealth Advisors Group, LLC | 803 | $749.4K | 0.05% | −135−14.4% | Reduced |
| IHT Wealth Management, LLC | 778 | $743.7K | 0.02% | +5+0.6% | Added |
| R Squared Ltd | 795 | $742.0K | 0.35% | +50+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 781 | $729.3K | 0.00% | −33−4.1% | Reduced |
| Impact Partnership Wealth, LLC | 773 | $721.4K | 0.09% | −11−1.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 510 | $721.0K | 0.16% | +510 | New |
| West Michigan Advisors, LLC | 768 | $716.8K | 0.16% | +10+1.3% | Added |
| Vise Technologies, Inc. | 752 | $701.9K | 0.01% | +438+139.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 748 | $698.1K | 0.15% | +141+23.2% | Added |
| Three Seasons Wealth, LLC | 743 | $693.4K | 0.07% | −174−19.0% | Reduced |
| Flagship Harbor Advisors, LLC | 740 | $690.7K | 0.03% | −738−49.9% | Reduced |
| Sentinus, LLC | 738 | $688.8K | 0.07% | +738 | New |
| Dorsey & Whitney Trust CO LLC | 737 | $687.7K | 0.04% | +17+2.4% | Added |
| JT Stratford LLC | 735 | $686.0K | 0.09% | −314−29.9% | Reduced |
| Lido Advisors, LLC | 774 | $681.4K | 0.00% | +322+71.2% | Added |
| United Capital Financial Advisers, LLC | 730 | $681.3K | 0.00% | +30+4.3% | Added |
| Gateway Wealth Partners, LLC | 726 | $677.7K | 0.08% | +54+8.0% | Added |
| Pinnacle Financial Partners, Inc. | 726 | $677.6K | 0.01% | +726 | New |
| IFP Advisors, Inc | 716 | $668.2K | 0.02% | +89+14.2% | Added |
| Arkadios Wealth Advisors | 705 | $658.2K | 0.01% | +322+84.1% | Added |
| Naviter Wealth, LLC | 702 | $655.2K | 0.09% | −1−0.1% | Reduced |
| QTR Family Wealth, LLC | 513 | $651.3K | 0.29% | +140+37.5% | Added |
| Keating Financial Advisory Services, Inc. | 695 | $648.8K | 0.09% | +695 | New |
| J2 Capital Management Inc | 695 | $648.6K | 0.47% | −262−27.4% | Reduced |
| Storgate, LLC | 690 | $644.0K | 0.53% | +690 | New |
| Intrust Bank NA | 685 | $639.3K | 0.05% | −18−2.6% | Reduced |
| Fiduciary Trust Co | 683 | $637.2K | 0.01% | −98−12.5% | Reduced |
| Machina Capital S.A.S. | 681 | $635.6K | 0.12% | +127+22.9% | Added |
| Kera Capital Partners, Inc. | 554 | $632.7K | 0.08% | +2+0.4% | Added |
| Blair William & Co | 677 | $631.4K | 0.00% | −229−25.3% | Reduced |
| Delta Investment Management, LLC | 673 | $628.2K | 0.11% | +68+11.2% | Added |
| Parkwood LLC | 673 | $628.0K | 0.05% | +673 | New |
| Roman Butler Fullerton & Co | 542 | $613.1K | 0.16% | +18+3.4% | Added |
| Gallacher Capital Management LLC | 643 | $599.7K | 0.23% | −4−0.6% | Reduced |
| Abel Hall, LLC | 629 | $587.5K | 0.14% | +152+31.9% | Added |
| F/M Investments LLC | 629 | $587.0K | 0.02% | −155−19.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 620 | $578.6K | 0.04% | +620 | New |
| Wedmont Private Capital | 558 | $577.7K | 0.02% | +61+12.3% | Added |
| Spirepoint Private Client, LLC | 616 | $574.9K | 0.05% | +21+3.5% | Added |
| Savant Capital, LLC | 616 | $574.9K | 0.00% | +129+26.5% | Added |
| Fiducient Advisors LLC | 610 | $569.3K | 0.07% | +610 | New |
| GenTrust, LLC | 604 | $563.7K | 0.02% | +604 | New |
| AXS Investments LLC | 600 | $560.0K | 0.19% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 595 | $555.3K | 0.02% | +90+17.8% | Added |
| Inscription Capital, LLC | 593 | $553.8K | 0.06% | +34+6.1% | Added |
| SBI Securities Co., Ltd. | 592 | $552.5K | 0.01% | +7+1.2% | Added |
| Signaturefd, LLC | 590 | $550.6K | 0.01% | +52+9.7% | Added |
| GeoWealth Management, LLC | 587 | $547.9K | 0.02% | +587 | New |
| Cresset Asset Management, LLC | 582 | $543.3K | 0.00% | +43+8.0% | Added |
| Polymer Capital Management (US) LLC | 579 | $540.4K | 0.07% | +579 | New |
| Armis Advisers, LLC | 397 | $538.6K | 0.06% | +45+12.8% | Added |
| Ronald Blue Trust, Inc. | 574 | $535.7K | 0.01% | −81−12.4% | Reduced |
| Applied Finance Capital Management, LLC | 571 | $532.9K | 0.04% | −180−24.0% | Reduced |
| O'Neil Global Advisors, Inc. | 570 | $532.0K | 0.18% | −483−45.9% | Reduced |
| Knightsbridge Asset Management, LLC | 569 | $531.0K | 0.09% | +296+108.4% | Added |
| Principal Securities, Inc. | 568 | $530.1K | 0.01% | −258−31.2% | Reduced |
| Banque Transatlantique SA | 566 | $528.7K | 0.01% | +566 | New |
| Parallel Advisors, LLC | 565 | $527.5K | 0.01% | +23+4.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $527.3K | 0.02% | +565 | New |
| State of Wyoming | 564 | $526.4K | 0.06% | −287−33.7% | Reduced |
| Pinnacle Associates Ltd | 564 | $526.4K | 0.01% | +564 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 564 | $526.4K | 0.04% | +564 | New |
| Northwest Wealth Management, LLC | 555 | $518.0K | 0.08% | +187+50.8% | Added |
| TCW Group Inc | 554 | $517.0K | 0.00% | +554 | New |
| Davenport & Co LLC | 553 | $516.3K | 0.00% | +75+15.7% | Added |
| Motley Fool Asset Management LLC | 553 | $516.1K | 0.02% | +553 | New |
| Keebeck Wealth Management, LLC | 552 | $515.2K | 0.06% | −41−6.9% | Reduced |
| Westover Capital Advisors, LLC | 552 | $515.2K | 0.09% | +26+4.9% | Added |
| Brown Miller Wealth Management, LLC | 544 | $507.7K | 0.14% | +18+3.4% | Added |
| Axxcess Wealth Management, LLC | 544 | $507.7K | 0.01% | +18+3.4% | Added |
| Greenleaf Trust | 542 | $505.8K | 0.00% | +23+4.4% | Added |
| Creative Financial Designs Inc | 539 | $503.4K | 0.03% | −153−22.1% | Reduced |
| Aptus Capital Advisors, LLC | 539 | $503.0K | 0.00% | +103+23.6% | Added |
| Counterpoint Mutual Funds LLC | 537 | $501.2K | 0.04% | +537 | New |
| Symphony Financial, Ltd. Co. | 535 | $500.0K | 0.07% | +178+49.9% | Added |
| Wall Street Financial Group, Inc. | 532 | $496.5K | 0.36% | +532 | New |
| LVW Advisors, LLC | 529 | $493.7K | 0.05% | −109−17.1% | Reduced |
| Net Worth Advisory Group | 529 | $493.5K | 0.10% | −9−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 527 | $491.9K | 0.02% | +108+25.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 523 | $488.4K | 0.00% | +18+3.6% | Added |
| Ipswich Investment Management Co., Inc. | 523 | $488.1K | 0.11% | +4+0.8% | Added |
| Caitlin John, LLC | 523 | $488.1K | 0.32% | +523 | New |
| Essex Financial Services, Inc. | 520 | $485.3K | 0.03% | +109+26.5% | Added |
| TD Private Client Wealth LLC | 517 | $482.5K | 0.01% | −88−14.5% | Reduced |
| AlphaGrep UK Ltd | 517 | $482.5K | 0.16% | +517 | New |
| Fox Run Management, L.L.C. | 516 | $481.6K | 0.07% | +516 | New |
| Citizens Financial Group Inc | 514 | $479.8K | 0.01% | +147+40.1% | Added |
| Boothbay Fund Management, LLC | 514 | $479.7K | 0.01% | +233+82.9% | Added |
| Loomis Sayles & Co L P | 507 | $473.2K | 0.00% | +412+433.7% | Added |
| Snowden Capital Advisors LLC | 506 | $472.2K | 0.01% | −33−6.1% | Reduced |
| Forum Financial Management, LP | 504 | $470.4K | 0.01% | −87−14.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 504 | $470.4K | 0.14% | +64+14.5% | Added |