Stock ownership · SEC 13F · Q4 2025
COMFORT SYS USA INC
A breakdown of COMFORT SYS USA INC's institutional base (CUSIP 199908104): the holders, the concentration among them, and what changed last quarter.
- $6.5M
- Reported value
- 9
- Institutions
- 93%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, COMFORT SYS USA INC ranks #521 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $6.5M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 9
- institutions hold it
- $6.5M
- reported 13F value
- 93%
- held by top 5
- #521
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, COMFORT SYS USA INC ranks #521 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 199908104 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #521/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 93% top-5
- PHOTO-FINISH KEURIG DR PEPPER
- ACTIVITY-MID 8 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: KEURIG DR PEPPER INC
Read with: Ownership concentration guide - COMFORT SYS USA INC's top-five holders account for 93% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · COMFORT SYS USA INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a COMFORT SYS USA INC position has risen from 3 to 9 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 2,806 | $2.6M | 40.3% |
| 2 | MARINER INVESTMENT GROUP LLC | 2,000 | $1.9M | 28.8% |
| 3 | Astoria Portfolio Advisors LLC. | 510 | $721K | 11.1% |
| 4 | Banque Transatlantique SA | 566 | $529K | 8.1% |
| 5 | DGS Capital Management, LLC | 349 | $326K | 5.0% |
| 6 | Ketron Financial | 336 | $314K | 4.8% |
| 7 | Anchor Investment Management, LLC | 59 | $55K | 0.8% |
| 8 | Bell Investment Advisors, Inc | 43 | $40K | 0.6% |
| 9 | MidFirst Bank | 22 | $21K | 0.3% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among COMFORT SYS USA INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (8)
Complete exits (8)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for COMFORT SYS USA INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($6.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.