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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 (+68.0%) 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.

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
Swiss Re Ltd21$29.0K0.18%00.0%Unchanged
MidFirst Bank22$30.3K0.00%00.0%Unchanged
GoalVest Advisory LLC22$30.3K0.01%+22New
American National Bank23$31.7K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc23$31.7K0.00%−17−42.5%Reduced
Clark Wealth Partners23$31.7K0.02%−7−23.3%Reduced
Rossby Financial, LCC24$34.3K0.01%+15+166.7%Added
Alphadyne Asset Management LP25$34.5K0.00%+25New
Foster Dykema Cabot & Partners, LLC27$37.2K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC27$37.2K0.01%+27New
JPL Wealth Management, LLC27$37.2K0.01%+27New
Salomon & Ludwin, LLC29$41.1K0.00%00.0%Unchanged
NBC Securities, Inc.31$42.7K0.00%00.0%Unchanged
CX Institutional32$44.0K0.00%+18+128.6%Added
Golden State Equity Partners33$45.5K0.00%+33New
St Germain D J Co Inc33$45.5K0.00%00.0%Unchanged
Central Trust Co33$45.5K0.00%+33New
Tradewinds Capital Management, LLC34$46.9K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.34$46.9K0.01%+34New
Toth Financial Advisory Corp35$48.3K0.01%+5+16.7%Added
Fortitude Family Office, LLC35$48.3K0.01%+18+105.9%Added
Hollencrest Capital Management35$48.3K0.00%+35New
MCF Advisors LLC35$48.3K0.00%+35New
RWM Asset Management, LLC35$48.3K0.01%+35New
Signature Equity Partners, LLC35$48.3K0.03%+5+16.7%Added
SBI Okasan Asset Management Co.Ltd.41$52.2K0.00%+41New
Zions Bancorporation, National Association40$55.2K0.00%+15+60.0%Added
Bell Investment Advisors, Inc42$57.9K0.01%−1−2.3%Reduced
Financial Life Planners42$58.4K0.04%+42New
Harel Insurance Investments & Financial Services Ltd.43$59.0K0.00%+3+7.5%Added
Rakuten Securities, Inc.44$60.7K0.03%−1−2.2%Reduced
Leonteq Securities AG44$60.7K0.00%+38+633.3%Added
JFS Wealth Advisors, LLC45$62.1K0.00%+1+2.3%Added
CVA Family Office, LLC46$63.4K0.01%+42+1,050.0%Added
Group One Trading, L.P.47$64.8K0.00%+13+38.2%Added
Private Trust Co NA48$66.2K0.01%−14−22.6%Reduced
Crews Bank & Trust48$66.2K0.01%+30+166.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA50$69.0K0.02%00.0%Unchanged
Owl Creek Wealth Partners LLC56$77.2K0.03%+56New
Pension & Wealth Management Advisors, Inc.57$79.1K0.02%+12+26.7%Added
SHP Wealth Management60$82.5K0.01%+7+13.2%Added
Spence Asset Management62$85.0K0.02%+62New
Wealth Preservation Advisors, LLC62$85.5K0.07%+62New
Crewe Advisors LLC64$88.3K0.01%−4−5.9%Reduced
Pittenger & Anderson Inc64$88.3K0.00%+45+236.8%Added
Thurston, Springer, Miller, Herd & Titak, Inc.65$89.6K0.04%−29−30.9%Reduced
HM Payson & Co65$89.6K0.00%+65New
Reyes Financial Architecture, Inc.69$95.2K0.08%−28−28.9%Reduced
Anchor Investment Management, LLC69$95.2K0.01%+10+16.9%Added
Strategic Advocates LLC71$97.9K0.43%+71New
Barrett & Company, Inc.75$103.4K0.04%−5−6.3%Reduced
Activest Wealth Management75$103.4K0.02%00.0%Unchanged
Global Assets Advisory, LLC75$103.5K0.03%+75New
Wellington-Altus USA Inc.56$111.0K0.07%−93−62.4%Reduced
Solstein Capital, LLC84$115.8K0.05%00.0%Unchanged
Byrne Asset Management LLC89$122.7K0.07%−11−11.0%Reduced
Stone House Investment Management, LLC96$132.5K0.02%00.0%Unchanged
Kemnay Advisory Services Inc.98$135.1K0.02%+63+180.0%Added
Onefund, LLC96$137.0K0.09%+91+1,820.0%Added
SJS Investment Consulting Inc.100$137.9K0.02%+28+38.9%Added
Hazlett, Burt & Watson, Inc.100$138.0K0.04%00.0%Unchanged
Larson Financial Group LLC100$138.1K0.00%+56+127.3%Added
Quent Capital, LLC105$144.8K0.01%+68+183.8%Added
Huntington National Bank105$144.8K0.00%+18+20.7%Added
Glass Jacobson Investment Advisors llc123$169.7K0.06%+123New
Pinnacle Wealth Planning Services, Inc.124$171.0K0.02%+2+1.6%Added
Verdence Capital Advisors LLC125$172.6K0.01%−219−63.7%Reduced
Alerus Financial NA133$183.4K0.01%+133New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.138$190.3K0.47%+138New
Smartleaf Asset Management LLC153$194.8K0.01%00.0%Unchanged
Sound Income Strategies, LLC140$200.0K0.01%+83+145.6%Added
Fiduciary Alliance LLC122$201.2K0.01%+122New
Meredith Wealth Planning146$201.4K0.05%+146New
Cullen/Frost Bankers, Inc.148$204.3K0.00%−13−8.1%Reduced
Jacobi Capital Management LLC149$205.9K0.01%+149New
Empire Financial Management Company, LLC150$206.8K0.05%+150New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management150$206.8K0.00%+150New
Princeton Global Asset Management LLC150$207.0K0.03%−150−50.0%Reduced
Caxton Associates LLP151$208.2K0.00%−714−82.5%Reduced
Curated Wealth Partners LLC152$209.6K0.03%+152New
JDH Wealth Management, LLC152$209.6K0.14%+152New
Narus Financial Partners, LLC153$211.0K0.06%+153New
Ibex Wealth Advisors154$212.4K0.02%+154New
Accredited Investors Inc.155$213.7K0.01%+155New
CogentBlue Wealth Advisors, LLC155$213.7K0.14%+155New
Mather Group, LLC.156$215.1K0.00%+156New
Evergreen Wealth Solutions, LLC156$215.4K0.02%+156New
Chicago Trust Co NA157$216.5K0.03%+157New
Clear Wave Wealth Management LLC157$216.5K0.06%+157New
Silvercrest Asset Management Group LLC158$217.9K0.00%+158New
Central Valley Advisors, LLC159$219.3K0.06%+159New
Aventura Private Wealth, LLC159$219.3K0.08%+159New
Falcon Wealth Planning162$223.8K0.02%+162New
Barnes Dennig Private Wealth Management LLC163$224.8K0.22%+32+24.4%Added
Power Wealth Management LLC163$224.8K0.08%+163New
Sovran Advisors, LLC123$226.9K0.02%+123New
Kathmere Capital Management, LLC165$227.5K0.01%+165New
Verum Partners LLC165$227.5K0.04%+165New
Panoramic Investment Advisors, LLC165$227.5K0.12%+165New
Versant Capital Management, Inc166$228.9K0.02%+60+56.6%Added