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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 493 | $466.8K | 0.02% | +493 | New |
| Mindset Wealth Management, LLC | 500 | $466.6K | 0.12% | 00.0% | Unchanged |
| Tema ETFs LLC | 499 | $465.7K | 0.04% | +499 | New |
| Connecticut Wealth Management, LLC | 488 | $455.4K | 0.02% | −102−17.3% | Reduced |
| Jag Capital Management, LLC | 481 | $448.9K | 0.05% | +95+24.6% | Added |
| Laird Norton Trust Company, LLC | 480 | $448.0K | 0.01% | +480 | New |
| Inceptionr LLC | 479 | $447.0K | 0.12% | −166−25.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 476 | $443.8K | 0.03% | +217+83.8% | Added |
| Cyndeo Wealth Partners, LLC | 474 | $442.7K | 0.02% | +157+49.5% | Added |
| Roundview Capital LLC | 474 | $442.4K | 0.03% | +2+0.4% | Added |
| GTS Securities LLC | 467 | $435.8K | 0.01% | +467 | New |
| Ausdal Financial Partners, Inc. | 462 | $431.1K | 0.02% | +88+23.5% | Added |
| D'Orazio & Associates, Inc. | 460 | $429.1K | 0.05% | −3−0.6% | Reduced |
| Advisor OS, LLC | 458 | $427.6K | 0.03% | −91−16.6% | Reduced |
| Flow Traders U.S. LLC | 458 | $427.0K | 0.01% | +458 | New |
| PharVision Advisers, LLC | 457 | $426.5K | 0.22% | +156+51.8% | Added |
| Optimist Retirement Group LLC | 454 | $423.7K | 0.19% | 00.0% | Unchanged |
| Optimize Financial Inc | 451 | $420.9K | 0.21% | +4+0.9% | Added |
| RSM US Wealth Management LLC | 442 | $418.1K | 0.01% | +102+30.0% | Added |
| Modern Wealth Management, LLC | 442 | $412.7K | 0.01% | +8+1.8% | Added |
| Equitable Holdings, Inc. | 437 | $407.8K | 0.00% | −157−26.4% | Reduced |
| DRW Securities, LLC | 435 | $406.0K | 0.03% | −437−50.1% | Reduced |
| Northbridge Financial Group, LLC | 434 | $405.0K | 0.18% | +434 | New |
| World Equity Group, Inc. | 432 | $403.2K | 0.11% | +66+18.0% | Added |
| Financial Engines Advisors L.L.C. | 431 | $402.2K | 0.00% | +7+1.7% | Added |
| Savvy Advisors, Inc. | 429 | $400.4K | 0.01% | +94+28.1% | Added |
| Claret Asset Management Corp | 427 | $399.0K | 0.05% | −1−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 426 | $397.4K | 0.00% | +426 | New |
| True Wealth Design, LLC | 422 | $393.8K | 0.12% | −51−10.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 421 | $393.0K | 0.00% | −59−12.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 421 | $393.0K | 0.01% | −16,353−97.5% | Reduced |
| Legacy Financial Advisors, Inc. | 421 | $392.9K | 0.05% | +421 | New |
| Dynasty Wealth Management, LLC | 421 | $392.6K | 0.00% | +17+4.2% | Added |
| Journey Retirement Planning & Investment Management LLC | 417 | $389.3K | 0.08% | +417 | New |
| Pinebridge Investments LLC | 416 | $388.2K | 0.00% | +416 | New |
| SkyOak Wealth, LLC | 412 | $384.5K | 0.07% | −95−18.7% | Reduced |
| Walker Asset Management, LLC | 410 | $382.9K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 410 | $382.7K | 0.06% | −163−28.4% | Reduced |
| Gen-Wealth Partners Inc | 410 | $382.6K | 0.12% | +4+1.0% | Added |
| NewEdge Wealth, LLC | 397 | $370.9K | 0.00% | +169+74.1% | Added |
| Stonebridge Financial Group, LLC | 395 | $368.7K | 0.32% | +395 | New |
| American Trust | 395 | $368.6K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 395 | $368.6K | 0.00% | +395 | New |
| Barlow Wealth Partners, Inc. | 364 | $367.8K | 0.04% | +100+37.9% | Added |
| VisionPoint Advisory Group, LLC | 394 | $367.7K | 0.07% | −177−31.0% | Reduced |
| Oppenheimer & Co Inc | 393 | $366.8K | 0.01% | −10−2.5% | Reduced |
| Prospera Financial Services Inc | 391 | $364.9K | 0.01% | +20+5.4% | Added |
| Keebeck Alpha, LP | 390 | $364.0K | 0.97% | −97−19.9% | Reduced |
| Gibbs Wealth Management | 360 | $363.8K | 0.09% | −232−39.2% | Reduced |
| Leeward Financial Partners, LLC | 388 | $362.1K | 0.10% | −146−27.3% | Reduced |
| Magnolia Wealth Management, LLC | 388 | $362.1K | 0.22% | −62−13.8% | Reduced |
| Global Retirement Partners, LLC | 388 | $362.1K | 0.01% | +75+24.0% | Added |
| Bellecapital International Ltd. | 387 | $361.2K | 0.06% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 386 | $360.6K | 0.05% | +123+46.8% | Added |
| Mirador Capital Partners LP | 382 | $356.5K | 0.05% | +382 | New |
| Advyzon Investment Management, LLC | 379 | $353.7K | 0.04% | +102+36.8% | Added |
| Picton Mahoney Asset Management | 379 | $353.7K | 0.00% | +376+12,533.3% | Added |
| Ewa, LLC | 379 | $353.3K | 0.09% | +10+2.7% | Added |
| First Washington CORP | 376 | $350.9K | 0.09% | 00.0% | Unchanged |
| Legato Capital Management LLC | 375 | $350.0K | 0.03% | +375 | New |
| Covestor Ltd | 369 | $345.0K | 0.18% | −122−24.8% | Reduced |
| Axq Capital, LP | 369 | $344.4K | 0.08% | +369 | New |
| V-Square Quantitative Management LLC | 369 | $344.4K | 0.04% | +369 | New |
| Riversedge Advisors, LLC | 368 | $343.5K | 0.06% | +106+40.5% | Added |
| Arcus Capital Partners, LLC | 368 | $343.5K | 0.12% | +368 | New |
| Abacus Wealth Partners, LLC | 365 | $340.7K | 0.03% | +365 | New |
| Balboa Wealth Partners | 362 | $337.9K | 0.06% | +16+4.6% | Added |
| Drive Wealth Management, LLC | 361 | $336.9K | 0.07% | +361 | New |
| Proficio Capital Partners LLC | 361 | $336.9K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 361 | $336.7K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 359 | $335.1K | 0.01% | −465−56.4% | Reduced |
| Walleye Capital LLC | 358 | $334.1K | 0.00% | −58−13.9% | Reduced |
| DGS Capital Management, LLC | 349 | $325.7K | 0.06% | +349 | New |
| Beacon Pointe Advisors, LLC | 347 | $323.9K | 0.00% | +347 | New |
| Sagespring Wealth Partners, LLC | 346 | $322.6K | 0.01% | −30−8.0% | Reduced |
| Verdence Capital Advisors LLC | 344 | $321.4K | 0.02% | −331−49.0% | Reduced |
| Koshinski Asset Management, Inc. | 344 | $321.2K | 0.02% | +344 | New |
| Waterloo Capital, L.P. | 337 | $314.5K | 0.02% | +61+22.1% | Added |
| Ketron Financial | 336 | $313.9K | 0.10% | +336 | New |
| Glenmede Trust Co NA | 334 | $311.7K | 0.00% | +334 | New |
| Cigna Investments Inc | 332 | $310.0K | 0.05% | −1−0.3% | Reduced |
| Glenview Trust Co | 330 | $308.0K | 0.00% | −81−19.7% | Reduced |
| Seeds Investor LLC | 330 | $307.6K | 0.06% | +28+9.3% | Added |
| Ashton Thomas Securities, LLC | 325 | $303.3K | 0.06% | +18+5.9% | Added |
| Scotia Capital Inc. | 325 | $303.3K | 0.00% | +13+4.2% | Added |
| Stock Yards Bank & Trust Co | 322 | $300.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 322 | $300.5K | 0.01% | +69+27.3% | Added |
| Johnson Financial Group, Inc. | 321 | $299.6K | 0.01% | −54−14.4% | Reduced |
| Avestar Capital, LLC | 318 | $296.9K | 0.02% | +318 | New |
| Novem Group | 318 | $296.8K | 0.03% | +47+17.3% | Added |
| WD Rutherford LLC | 317 | $295.9K | 0.12% | +317 | New |
| AdvisorNet Financial, Inc | 316 | $294.9K | 0.02% | −10−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 315 | $294.0K | 0.01% | −6,284−95.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 315 | $294.0K | 0.01% | −855−73.1% | Reduced |
| Affinity Investment Advisors, LLC | 315 | $294.0K | 0.20% | +315 | New |
| SFMG, LLC | 314 | $293.1K | 0.02% | 00.0% | Unchanged |
| Armistice Capital, LLC | 313 | $292.1K | 0.01% | +313 | New |
| Interchange Capital Partners, LLC | 312 | $291.2K | 0.05% | +312 | New |
| Great Lakes Advisors, LLC | 312 | $291.2K | 0.00% | +9+3.0% | Added |
| Capital Advisors Inc | 311 | $290.3K | 0.00% | +8+2.6% | Added |