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Who Owns Comfort Systems USA Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Comfort Systems USA Inc.

Who crossed 5% of FIX →
Managers holding
46
as of 2026-09-30
Reported value
$238M
summed across filings
Shares held
143.8K
Added vs trimmed
21 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Artemis Investment Management LLPCOM64.9K shadded$107.4M
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM30.5K shadded$50.5M
Mn Services Vermogensbeheer B.V.COM10.3K shadded$17M
CONGRESS ASSET MANAGEMENT COCOM9.4K shtrimmed$15.5M
Monument Capital ManagementCOM5.7K shtrimmed$9.5M
Insight Wealth Strategies, LLCCOM4.1K shtrimmed$6.7M
ARGENT CAPITAL MANAGEMENT LLCCOM3.2K shtrimmed$5.3M
Farther Finance Advisors, LLCStock2.9K shtrimmed$4.8M
Venture Visionary Partners LLCCOM2.1K shtrimmed$3.5M
GAMMA Investing LLCCommon Stock1.4K shadded$2.4M
Westwind CapitalStock1K shadded$1.7M
Wedmont Private CapitalCOM895 shadded$1.5M
Cadent Capital Advisors, LLCCOM834 shtrimmed$1.4M
Central Pacific Bank - Trust DivisionCOM714 shtrimmed$1.2M
Mirador Capital Partners LPCOM612 shadded$1M
Apella Capital, LLCCOM533 shadded$928.1K
Lake Hills Wealth Management, LLCCOM480 shadded$794K
Galvin, Gaustad & Stein, LLCCOM477 shadded$790.4K
RIVERSEDGE ADVISORS, LLCCOM474 shadded$784K
Sound Income Strategies, LLCCOM449 shadded$766.2K
Everhart Financial Group, Inc.COM326 shadded$539.6K
LifeGoal Investments, LLCCOM314 shadded$519.4K
Valeo Financial Advisors, LLCStock298 shadded$492.9K
Vann Equity Management LLCCOM288 shtrimmed$476.6K
David J Yvars GroupCOM240 shheld$397K
Avidian Wealth Enterprises, LLCCOM216 sh—$357.5K
ARMSTRONG ADVISORY GROUP, INCCOM209 shtrimmed$345.7K
City Center Advisors, LLCCOM166 shtrimmed$274.6K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock148 shtrimmed$244.8K
Cooper Financial GroupCOM132 shadded$218.3K
CoreCap Advisors, LLCStock110 shadded$182K
Byrne Asset Management LLCCOM85 shtrimmed$143.3K
STEPH & COCOM51 shadded$84.4K
EASTERN BANKCOM50 shheld$82.7K
TOTH FINANCIAL ADVISORY CORPCOM37 shheld$61.2K
AMERICAN NATIONAL BANK & TRUSTCOM26 shadded$43K
GLYNN CAPITAL MANAGEMENT LLCCOM19 shadded$31.4K
Marquette Asset Management, LLCCOM8 shheld$13.2K
Bullock Wealth Management GroupStock4 sh—$6.7K
ELEVATION WEALTH PARTNERS, LLCCOM4 shtrimmed$6.6K
GK Wealth Management LLCCOM3 sh—$5.7K
MJT & Associates Financial Advisory Group, Inc.Stock3 shadded$5K
Retirement Wealth Solutions LLCCOM1 shtrimmed$1.7K
Horrell Capital Management, Inc.COM1 sh—$1.7K
Davis Capital ManagementStock1 sh—$1.7K
Trust CoStock1 shheld$1.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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