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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.

Institutional holdersQ4 2025: 1,043 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ4 2025: $31.1B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SageView Advisory Group, LLC310$289.3K0.01%+310New
One Wealth Capital Management, LLC308$287.5K0.12%+15+5.1%Added
Qtron Investments LLC308$287.5K0.04%+60+24.2%Added
Inspire Advisors, LLC306$286.2K0.03%+306New
Gsa Capital Partners LLP305$285.0K0.02%+305New
SMART Wealth LLC305$284.8K0.09%+305New
Comprehensive Financial Planning, Inc.305$284.7K0.19%+26+9.3%Added
Employees Retirement System of Texas304$284.0K0.00%00.0%Unchanged
Blue Chip Partners, Inc.300$280.4K0.02%00.0%Unchanged
Princeton Global Asset Management LLC300$280.1K0.05%00.0%Unchanged
Wellington Shields Capital Management, LLC300$280.0K0.04%00.0%Unchanged
BOS Asset Management, LLC300$280.0K0.07%00.0%Unchanged
Exencial Wealth Advisors, LLC300$280.0K0.01%+300New
Greenspring Advisors, LLC299$279.1K0.02%+299New
Wealthfront Advisers LLC299$279.1K0.00%+299New
Flatrock Wealth Partners LLC298$278.2K0.13%+298New
Wealthspire Advisors, LLC294$274.4K0.00%+204+226.7%Added
Archer Investment Corp290$270.7K0.06%00.0%Unchanged
Rhodes Investment Advisors Inc290$270.7K0.22%+290New
Resonant Capital Advisors, LLC288$268.8K0.01%−12−4.0%Reduced
Keynote Financial Services LLC285$266.0K0.15%00.0%Unchanged
Moody Aldrich Partners LLC284$265.1K0.05%00.0%Unchanged
First Citizens Bank & Trust Co284$265.1K0.01%+4+1.4%Added
Armstrong Advisory Group, Inc283$264.1K0.02%+11+4.0%Added
Poinciana Advisors Group, LLC282$263.2K0.21%−4−1.4%Reduced
Davis R M Inc281$262.3K0.00%+281New
Mainsail Asset Management, LLC280$261.3K0.11%+280New
Miracle Mile Advisors, LLC279$260.2K0.00%+1+0.4%Added
Investment Research Partners LLC275$256.7K0.11%+70+34.1%Added
D.A. Davidson & Co.275$256.7K0.00%+26+10.4%Added
Wedbush Securities Inc274$256.0K0.01%−36−11.6%Reduced
Symmetry Partners, LLC274$255.7K0.02%+274New
Quantum Financial Advisors, LLC273$254.6K0.03%−193−41.4%Reduced
BCS Wealth Management272$253.9K0.03%+272New
Old National Bancorp271$252.9K0.00%−113−29.4%Reduced
Kovack Advisors, Inc.271$252.8K0.01%+271New
C M Bidwell & Associates Ltd270$252.0K0.12%+22+8.9%Added
AlphaCore Capital LLC267$249.2K0.01%+267New
Clark Capital Management Group, Inc.266$248.3K0.00%+13+5.1%Added
Fisher Asset Management, LLC265$247.7K0.00%−118−30.8%Reduced
Morris Financial Concepts, Inc.264$246.4K0.09%+2+0.8%Added
Mount Yale Investment Advisors, LLC260$242.7K0.01%−107−29.2%Reduced
Spears Abacus Advisors LLC260$242.7K0.00%−93−26.3%Reduced
Aaron Wealth Advisors259$241.7K0.01%+2+0.8%Added
Family Management Corp258$240.8K0.03%+258New
Accurate Wealth Management, LLC238$240.5K0.03%+238New
Highland Capital Management, LLC255$238.0K0.01%+255New
Strategy Asset Managers LLC253$236.1K0.04%−9−3.4%Reduced
Harbour Capital Advisors, LLC235$235.9K0.05%+235New
Patton Fund Management, Inc.250$233.3K0.03%+250New
Silver Coast Investments LLC248$231.5K0.08%00.0%Unchanged
Twin Tree Management, LP246$229.6K0.02%−5,226−95.5%Reduced
Financial Advisory Service, Inc.245$228.7K0.01%+245New
Catalyst Financial Partners LLC245$228.7K0.03%−17−6.5%Reduced
Causeway Capital Management LLC243$226.8K0.00%+243New
Baker Avenue Asset Management, LP243$226.8K0.01%+243New
Maia Wealth LLC174$226.2K0.04%+174New
Measured Wealth Private Client Group, LLC241$224.9K0.06%+3+1.3%Added
Family Wealth Partners, LLC241$224.9K0.08%+241New
J. Team Financial, Inc.241$224.7K0.22%+241New
Livforsakringsbolaget Skandia, Omsesidigt240$223.8K0.01%+240New
Affinity Capital Advisors, LLC239$223.1K0.03%+239New
Five Oceans Advisors239$223.1K0.08%+239New
OmniStar Financial Group, Inc.237$221.5K0.13%−208−46.7%Reduced
Procyon Private Wealth Partners, LLC237$221.2K0.01%−24−9.2%Reduced
Fidelis Capital Partners, LLC236$220.3K0.02%−164−41.0%Reduced
International Assets Investment Management, LLC236$220.3K0.02%+236New
Canandaigua National Bank & Trust Co235$219.3K0.02%−11−4.5%Reduced
Jupiter Asset Management Ltd233$217.5K0.00%+233New
Summit Financial, LLC232$216.9K0.00%+232New
Coston, McIsaac & Partners232$216.0K0.05%00.0%Unchanged
Brown Brothers Harriman & Co231$215.6K0.00%+215+1,343.8%Added
Independent Financial Group, LLC231$215.6K0.00%+231New
Coastal Bridge Advisors, LLC230$214.7K0.02%+230New
Ellevest, Inc.227$211.9K0.03%+227New
Angeles Wealth Management, LLC226$210.9K0.01%+226New
Jump Financial, LLC225$210.0K0.00%−991−81.5%Reduced
Perennial Investment Advisors, LLC224$209.3K0.02%+224New
Two Sigma Securities, LLC222$207.2K0.03%−157−41.4%Reduced
Retirement Guys Formula LLC222$206.8K0.09%−43−16.2%Reduced
Darden Wealth Group Inc220$205.3K0.10%+220New
Autumn Glory Partners, LLC218$203.5K0.07%+218New
Ostrum Asset Management216$201.6K0.01%+216New
Fukoku Mutual Life Insurance Co215$200.7K0.01%+215New
Havemeyer Place LP212$197.9K0.04%+212New
Liberty One Investment Management, LLC204$190.5K0.02%−357−63.6%Reduced
Parkside Financial Bank & Trust204$190.4K0.01%+5+2.5%Added
Massmutual Trust Co FSB197$183.9K0.00%−2−1.0%Reduced
Palladiem, LLC165$156.6K0.15%+165New
Cullen/Frost Bankers, Inc.161$150.4K0.00%+59+57.8%Added
Smartleaf Asset Management LLC153$144.9K0.01%−6−3.8%Reduced
Wellington-Altus USA Inc.149$139.1K0.10%+149New
AlphaCentric Advisors LLC149$139.1K0.14%+149New
SRS Capital Advisors, Inc.147$137.2K0.00%−27,817−99.5%Reduced
USA Financial Portformulas Corp141$131.6K0.02%+141New
Barnes Dennig Private Wealth Management LLC131$122.3K0.12%+131New
Basecamp Wealth Advisors LLC130$121.3K0.03%+130New
Pinnacle Wealth Planning Services, Inc.122$113.9K0.01%+122New
Maseco LLP120$111.5K0.00%+120New
MAI Capital Management110$102.7K0.00%−24−17.9%Reduced