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 (+68.0%) 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prosperitas Financial LLC | 6,035 | $8.32M | 3.10% | −228−3.6% | Reduced |
| Buckingham Strategic Partners | 6,057 | $8.35M | 0.08% | +738+13.9% | Added |
| Anderson Hoagland & Co | 6,073 | $8.37M | 0.72% | −379−5.9% | Reduced |
| Scalar Gauge Management, LLC | 6,100 | $8.41M | 8.11% | +6,100 | New |
| Calamos Advisors LLC | 6,106 | $8.42M | 0.03% | +4,255+229.9% | Added |
| Commonwealth Equity Services, LLC | 6,116 | $8.43M | 0.01% | +750+14.0% | Added |
| Kestra Advisory Services, LLC | 6,221 | $8.58M | 0.03% | +534+9.4% | Added |
| Private Advisor Group, LLC | 6,240 | $8.61M | 0.04% | −1,512−19.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 6,444 | $8.89M | 1.86% | −230−3.4% | Reduced |
| Spire Wealth Management | 6,450 | $8.89M | 0.30% | +1,060+19.7% | Added |
| Entropy Technologies, LP | 6,454 | $8.90M | 0.41% | +2,049+46.5% | Added |
| Penobscot Investment Management Company, Inc. | 6,498 | $8.96M | 0.70% | +343+5.6% | Added |
| Independent Advisor Alliance | 6,503 | $8.97M | 0.10% | +439+7.2% | Added |
| Mountain Pacific Investment Advisers Inc | 6,556 | $9.04M | 1.55% | −1,184−15.3% | Reduced |
| Brown Advisory Inc | 6,582 | $9.08M | 0.01% | −75−1.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 6,595 | $9.09M | 0.07% | +6,595 | New |
| Peregrine Asset Advisers, Inc. | 6,783 | $9.35M | 2.52% | −647−8.7% | Reduced |
| Illinois Municipal Retirement Fund | 6,797 | $9.37M | 0.12% | +384+6.0% | Added |
| Kornitzer Capital Management Inc | 6,800 | $9.38M | 0.20% | −3,800−35.8% | Reduced |
| Merit Financial Group, LLC | 6,819 | $9.40M | 0.07% | +873+14.7% | Added |
| Aventail Capital Group, LP | 6,842 | $9.44M | 0.46% | −31−0.5% | Reduced |
| Woodline Partners LP | 6,897 | $9.51M | 0.04% | +891+14.8% | Added |
| South Dakota Investment Council | 6,930 | $9.56M | 0.18% | −3,647−34.5% | Reduced |
| Argent Capital Management LLC | 6,985 | $9.63M | 0.30% | +1,202+20.8% | Added |
| Benchstone Capital Management LP | 6,996 | $9.65M | 1.12% | +6,996 | New |
| Engineers Gate Manager LP | 7,049 | $9.72M | 0.12% | +4,023+132.9% | Added |
| Hedeker Wealth, LLC | 7,129 | $9.83M | 2.08% | −6−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,280 | $10.0M | 0.03% | +1,104+17.9% | Added |
| AdvisorShares Investments LLC | 7,282 | $10.0M | 1.83% | −801−9.9% | Reduced |
| Jump Financial, LLC | 7,333 | $10.1M | 0.15% | +7,108+3,159.1% | Added |
| IFM Investors Pty Ltd | 7,387 | $10.2M | 0.08% | +7,387 | New |
| Huntleigh Advisors, Inc. | 7,443 | $10.3M | 1.75% | +648+9.5% | Added |
| Prudential PLC | 7,444 | $10.3M | 0.08% | +27+0.4% | Added |
| Ci Investments Inc. | 7,467 | $10.3M | 0.05% | −3,933−34.5% | Reduced |
| Diversify Wealth Management, LLC | 5,994 | $10.3M | 0.18% | +1,164+24.1% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 7,525 | $10.4M | 0.16% | +7,525 | New |
| Janney Montgomery Scott LLC | 7,533 | $10.4M | 0.03% | +822+12.2% | Added |
| Banco Santander, S.A. | 7,535 | $10.4M | 0.08% | +642+9.3% | Added |
| Dividend Assets Capital, LLC | 7,566 | $10.4M | 2.08% | −3,268−30.2% | Reduced |
| Lighthouse Investment Partners, LLC | 7,594 | $10.5M | 0.39% | −14,404−65.5% | Reduced |
| HighTower Advisors, LLC | 7,555 | $10.5M | 0.01% | +144+1.9% | Added |
| Amalgamated Bank | 7,599 | $10.5M | 0.08% | −284−3.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 7,661 | $10.6M | 0.87% | −6,940−47.5% | Reduced |
| Aquatic Capital Management LLC | 7,947 | $11.0M | 0.31% | +1,912+31.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 7,963 | $11.0M | 0.06% | +7,963 | New |
| Pathstone Holdings, LLC | 8,101 | $11.2M | 0.04% | +20.0% | Added |
| Advisors Asset Management, Inc. | 8,196 | $11.3M | 0.19% | +393+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,198 | $11.3M | 0.06% | +12+0.1% | Added |
| Two Sigma Investments, LP | 8,394 | $11.6M | 0.01% | +4,815+134.5% | Added |
| Engle Capital Management, L.P. | 8,400 | $11.6M | 3.95% | +900+12.0% | Added |
| Walleye Capital LLC | 8,479 | $11.7M | 0.07% | +8,121+2,268.4% | Added |
| CIBC Asset Management Inc | 8,538 | $11.8M | 0.03% | +224+2.7% | Added |
| Vinva Investment Management Ltd | 9,357 | $11.9M | 0.15% | +4,010+75.0% | Added |
| Eventide Asset Management, LLC | 8,807 | $12.0M | 0.20% | +464+5.6% | Added |
| California First Leasing Corp | 8,720 | $12.0M | 3.85% | 00.0% | Unchanged |
| Van Eck Associates Corp | 8,755 | $12.1M | 0.01% | +206+2.4% | Added |
| Transamerica Financial Advisors, Inc. | 8,788 | $12.1M | 1.03% | −498−5.4% | Reduced |
| Whittier Trust Co | 8,458 | $12.1M | 0.14% | +8,458 | New |
| CBOE Vest Financial, LLC | 8,840 | $12.2M | 0.15% | −1,725−16.3% | Reduced |
| Susquehanna International Group, LLP | 8,972 | $12.4M | 0.02% | −10,497−53.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,011 | $12.4M | 0.36% | −513−5.4% | Reduced |
| Jones Financial Companies LLLP | 9,165 | $12.5M | 0.01% | +6,393+230.6% | Added |
| Xponance, Inc. | 9,416 | $13.0M | 0.09% | +818+9.5% | Added |
| JGP Wealth Management, LLC | 9,504 | $13.1M | 1.36% | +134+1.4% | Added |
| Arizona State Retirement System | 9,585 | $13.2M | 0.08% | −82−0.8% | Reduced |
| Czech National Bank | 9,585 | $13.2M | 0.09% | +327+3.5% | Added |
| Verition Fund Management LLC | 9,589 | $13.2M | 0.13% | −10,955−53.3% | Reduced |
| Natixis | 9,754 | $13.5M | 0.05% | +1,648+20.3% | Added |
| MetLife Investment Management | 9,790 | $13.5M | 0.07% | −320−3.2% | Reduced |
| Retirement Systems of Alabama | 9,899 | $13.7M | 0.05% | −13−0.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 10,000 | $13.8M | 0.64% | −10,000−50.0% | Reduced |
| State of Michigan Retirement System | 10,000 | $13.8M | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,101 | $13.9M | 0.02% | +4,612+84.0% | Added |
| Thames Capital Management LLC | 10,109 | $13.9M | 2.50% | +836+9.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 10,286 | $14.2M | 0.14% | +170+1.7% | Added |
| CIBC Bancorp USA Inc. | 10,296 | $14.2M | 0.02% | +10,296 | New |
| Investment Management Corp of Ontario | 10,478 | $14.4M | 0.19% | +8,064+334.1% | Added |
| Waratah Capital Advisors Ltd. | 10,729 | $14.8M | 1.33% | −19,432−64.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,937 | $14.9M | 0.07% | +199+1.9% | Added |
| La Banque Postale Asset Management SA | 10,855 | $15.0M | 0.20% | +10,855 | New |
| DnB Asset Management AS | 11,325 | $15.6M | 0.06% | +1,229+12.2% | Added |
| Moran Wealth Management, LLC | 11,354 | $15.7M | 0.48% | −17,003−60.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,530 | $15.9M | 0.08% | −71−0.6% | Reduced |
| VestGen Advisors, LLC | 8,010 | $16.2M | 0.45% | +559+7.5% | Added |
| Alyeska Investment Group, L.P. | 11,819 | $16.3M | 0.05% | +11,819 | New |
| Soros Capital Management LLC | 11,823 | $16.3M | 7.09% | +5,563+88.9% | Added |
| Goodlander Investment Management, LLC | 12,000 | $16.5M | 5.72% | +12,000 | New |
| Cowa, LLC | 12,014 | $16.6M | 4.47% | −1,695−12.4% | Reduced |
| Natixis Advisors, L.P. | 12,093 | $16.7M | 0.02% | +1,345+12.5% | Added |
| State of New Jersey Common Pension Fund D | 12,100 | $16.7M | 0.06% | +107+0.9% | Added |
| Nomura Asset Management Co Ltd | 12,132 | $16.7M | 0.04% | +334+2.8% | Added |
| Nordea Investment Management AB | 12,685 | $16.8M | 0.02% | +9,074+251.3% | Added |
| Nisa Investment Advisors, LLC | 12,298 | $17.0M | 0.06% | +64+0.5% | Added |
| Trexquant Investment LP | 12,682 | $17.5M | 0.13% | −7,097−35.9% | Reduced |
| DekaBank Deutsche Girozentrale | 12,523 | $17.6M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,879 | $17.8M | 0.03% | +2,106+19.5% | Added |
| Tredje AP-fonden | 12,917 | $17.8M | 0.10% | +12,917 | New |
| State of Tennessee, Treasury Department | 12,995 | $17.9M | 0.06% | +551+4.4% | Added |
| Crown Advisors Management, Inc. | 13,000 | $17.9M | 11.90% | −3,000−18.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $17.9M | 0.15% | 00.0% | Unchanged |