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Livermore
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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, Q1 2026

Institutional positions in Comfort Systems USA Inc as of Mar 31, 2026. 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
1,206
+178 vs. Q4 2025
Shares held
32.5M
+4.08M (+14.3%) vs. Q4 2025
Total value
$44.6B
+$18.1B (+68.1%) vs. Q4 2025
New holders
247
449 more added
Sold out
69
402 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,206 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 heldQ1 2026: $44.6B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2025.

Institutions holding FIX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$120.00%0Unchanged
Ogorek Anthony Joseph1$1.00K0.00%00.0%Unchanged
MV Capital Management, Inc.1$1.38K0.00%00.0%Unchanged
American Capital Advisory, LLC1$1.38K0.00%00.0%Unchanged
Breakwater Investment Management1$1.38K0.00%00.0%Unchanged
Seneschal Advisors, LLC1$1.38K0.00%00.0%Unchanged
Trust Co1$1.38K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$1.38K0.00%00.0%Unchanged
Atwood & Palmer Inc1$1.38K0.00%+1New
GHP Investment Advisors, Inc.1$1.38K0.00%+1New
HHM Wealth Advisors, LLC1$1.38K0.00%+1New
Strategic Investment Solutions, Inc.1$1.38K0.00%+1New
Curio Wealth, LLC1$1.38K0.00%+1New
Wilkerson Advisory Group LLC1$1.38K0.00%+1New
Portus Wealth Advisors, LLC1$1.38K0.00%+1New
Innovative Asset Advisors Group, LLC1$1.38K0.00%+1New
Moisand Fitzgerald Tamayo, LLC1$1.38K0.00%−1−50.0%Reduced
Investors Portfolio Services LLC1$2.05K0.00%00.0%Unchanged
Montag A & Associates Inc2$2.22K0.00%00.0%Unchanged
Manchester Capital Management LLC2$2.76K0.00%−16−88.9%Reduced
Financial Network Wealth Advisors LLC2$2.76K0.00%−2−50.0%Reduced
Quaker Wealth Management, LLC2$2.76K0.00%00.0%Unchanged
POM Investment Strategies, LLC2$2.76K0.00%00.0%Unchanged
Park Place Capital Corp2$2.76K0.00%00.0%Unchanged
United Financial Planning Group LLC2$2.76K0.00%00.0%Unchanged
Sunrise Financial Services, LLC2$2.76K0.00%00.0%Unchanged
Financial Consulate, Inc2$2.76K0.00%+2New
WFA of San Diego, LLC2$2.76K0.00%+2New
Capital Advisors, Ltd. LLC2$3.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC2$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC2$3.00K0.00%+2New
HFM Investment Advisors, LLC3$4.14K0.00%00.0%Unchanged
1015 Capital Partners, LLC3$4.14K0.00%00.0%Unchanged
South State Corp.3$4.14K0.00%+1+50.0%Added
Raffa Wealth Management, LLC3$4.14K0.00%+1+50.0%Added
JDM Financial Group LLC3$4.14K0.00%+3New
Transce3nd, LLC4$5.52K0.05%−3−42.9%Reduced
MJT & Associates Financial Advisory Group, Inc.4$5.52K0.00%−3−42.9%Reduced
Valued Wealth Advisors LLC4$5.52K0.00%00.0%Unchanged
Cromwell Holdings LLC4$5.52K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$5.52K0.00%00.0%Unchanged
First Horizon Corp4$5.52K0.00%+4New
Vermillion Wealth Management, Inc.4$5.52K0.00%+4New
ZRC Wealth Management, LLC4$5.52K0.00%+4New
Prestige Wealth Management Group LLC5$6.89K0.00%00.0%Unchanged
Cornerstone Financial Management LLC5$6.89K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC5$6.89K0.00%+1+25.0%Added
Rialto Wealth Management, LLC5$6.89K0.00%+2+66.7%Added
Strive Financial Group ,LLC5$7.00K0.00%00.0%Unchanged
Dunhill Financial, LLC5$7.36K0.00%+4+400.0%Added
Clear Street Markets LLC6$8.27K0.00%−47−88.7%Reduced
Abound Wealth Management6$8.27K0.00%−2−25.0%Reduced
Hartford Financial Management Inc.6$8.27K0.00%+6New
Morse Asset Management, Inc6$8.27K0.00%+6New
Joseph Group Capital Management6$8.27K0.00%+6New
Highline Wealth Partners LLC6$8.27K0.00%+6New
WPG Advisers, LLC6$8.27K0.01%+6New
Westfuller Advisors, LLC6$8.71K0.00%+1+20.0%Added
Accent Capital Management, LLC7$9.65K0.00%00.0%Unchanged
Chilton Capital Management LLC7$9.65K0.00%+4+133.3%Added
RMG Wealth Management LLC5$10.2K0.00%+5New
Aster Capital Management (DIFC) Ltd34$11.0K0.00%−1,226−97.3%Reduced
Avion Wealth8$11.0K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp8$11.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC8$11.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC8$11.0K0.00%+2+33.3%Added
Dogwood Wealth Management LLC8$11.0K0.00%+5+166.7%Added
LRI Investments, LLC8$11.0K0.00%+8New
Bay Harbor Wealth Management, LLC9$12.4K0.00%+3+50.0%Added
Bare Financial Services, Inc9$12.4K0.00%−2−18.2%Reduced
Provenance Wealth Advisors, LLC9$12.4K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.9$12.4K0.01%+5+125.0%Added
Miller Wealth Advisors, LLC10$13.8K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$13.8K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$13.8K0.00%+8+400.0%Added
Migdal Insurance & Financial Holdings Ltd.10$13.8K0.00%+10New
Caldwell Trust Co10$13.8K0.00%+10New
Private Wealth Management Group, LLC11$15.2K0.00%−2−15.4%Reduced
Atlantic Trust, LLC11$15.2K0.00%00.0%Unchanged
Albion Financial Group11$15.2K0.00%+1+10.0%Added
Carolina Wealth Advisors, LLC11$15.2K0.01%+11New
Ancora Advisors, LLC12$16.5K0.00%−3−20.0%Reduced
University of Texas/Texas Am Investment Managment Co12$16.5K0.00%00.0%Unchanged
High Note Wealth, LLC12$16.5K0.00%00.0%Unchanged
Bayban12$16.5K0.01%00.0%Unchanged
UMA Financial Services, Inc.12$16.5K0.00%+2+20.0%Added
CoreCap Advisors, LLC12$16.5K0.00%+6+100.0%Added
Timothy G. Youngquist 2020 Irrevocable Trust12$16.5K0.01%+12New
Covestor Ltd12$17.0K0.01%−357−96.7%Reduced
Sachetta, LLC13$17.9K0.01%+9+225.0%Added
Scarborough Advisors, LLC13$17.9K0.00%+13New
Matrix Trust Co14$19.0K0.00%+1+7.7%Added
Webster Bank, N. A.14$19.3K0.00%00.0%Unchanged
Heritage Wealth Advisors14$19.6K0.00%00.0%Unchanged
Ameriflex Group, Inc.15$20.7K0.01%00.0%Unchanged
Avalon Trust Co16$22.1K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.18$24.8K0.01%−4−18.2%Reduced
Bogart Wealth, LLC18$24.8K0.00%+1+5.9%Added
Cornerstone Planning Group LLC14$25.6K0.00%+5+55.6%Added
Kilter Group LLC19$26.2K0.01%+16+533.3%Added