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 |
|---|---|---|---|---|---|
| FMR LLC | 1,449,517 | $2.00B | 0.11% | −221,194−13.2% | Reduced |
| State Street Corp | 1,471,879 | $2.03B | 0.07% | +43,205+3.0% | Added |
| Vanguard Portfolio Management LLC | 1,881,184 | $2.59B | 0.14% | +1,881,184 | New |
| Vanguard Capital Management LLC | 2,285,949 | $3.15B | 0.08% | +2,285,949 | New |
| BlackRock, Inc. | 3,512,927 | $4.84B | 0.08% | +64,292+1.9% | Added |
| Erste Asset Management GmbH | 1 | – | – | +1 | New |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −21,734−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,770−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,740−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,689−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Creek Drive Management Group LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Comprehensive Financial Planning, Inc. | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Rhodes Investment Advisors Inc | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Capco Asset Management, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| New Millennium Group LLC | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Keystone Investors Pte Ltd | – | – | – | – | Not filed |
| Prosperity Wealth Management, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Canandaigua National Bank & Trust Co | – | – | – | – | Not filed |
| DV Equities, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |