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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
Cooper Financial Group166$228.9K0.02%+166New
TruWealth Advisors, LLC166$228.9K0.01%+166New
Bridgewater Advisors Inc.126$229.8K0.01%+126New
Basecamp Wealth Advisors LLC167$230.3K0.05%+37+28.5%Added
PDS Planning, Inc167$230.3K0.02%+167New
Omnia Family Wealth, LLC167$230.3K0.07%+167New
Measured Wealth Private Client Group, LLC170$234.4K0.06%−71−29.5%Reduced
Lake Hills Wealth Management, LLC170$234.4K0.13%+170New
David J Yvars Group170$234.4K0.13%+170New
Avid Wealth Partners LLC170$234.4K0.11%+170New
Markin Volterra Fund LP172$237.2K2.21%+172New
Maia Wealth LLC173$238.6K0.04%−1−0.6%Reduced
Keudell/Morrison Wealth Management174$239.9K0.05%+174New
Forefront Wealth Partners, LLC174$240.1K0.10%+174New
Bellecapital International Ltd.175$241.3K0.04%−212−54.8%Reduced
Coastal Bridge Advisors, LLC175$241.3K0.02%−55−23.9%Reduced
Credit Capital Investments LLC175$241.3K0.22%+175New
Keybank National Association176$242.7K0.00%+176New
Mirabella Financial Services LLP179$246.8K0.02%+179New
Twin Capital Management Inc182$251.0K0.03%+182New
Fielder Capital Group LLC183$252.4K0.05%+183New
Causeway Capital Management LLC184$253.7K0.00%−59−24.3%Reduced
Alvarez & Marsal Private Wealth Partners, LLC184$253.7K0.04%+184New
Arcus Capital Partners, LLC185$255.1K0.09%−183−49.7%Reduced
Claro Advisors LLC185$255.1K0.03%+185New
F/M Investments LLC188$256.1K0.02%−441−70.1%Reduced
Simplicity Wealth,LLC186$256.5K0.01%+186New
International Assets Investment Management, LLC180$257.1K0.02%−56−23.7%Reduced
BlueSky Wealth Advisors, LLC187$257.9K0.03%+187New
Oslo Pensjonsforsikring AS188$259.3K0.04%+188New
Colonial River Wealth Management, LLC188$259.3K0.09%+188New
Snowwater Investment Partners, LLC188$259.3K0.24%+188New
Palladiem, LLC165$260.4K0.25%00.0%Unchanged
J. Team Financial, Inc.190$261.6K0.29%−51−21.2%Reduced
Buckhead Capital Management LLC190$262.0K0.10%+190New
Dynamic Advisor Solutions LLC191$263.4K0.01%+191New
Everpar Advisors LLC192$264.8K0.09%+192New
City Center Advisors, LLC192$264.8K0.24%+192New
Tudor Investment Corp Et Al193$266.1K0.00%+193New
Shelton Capital Management193$266.1K0.01%+193New
West Family Investments, Inc.193$266.1K0.09%+193New
Keynote Financial Services LLC194$267.5K0.14%−91−31.9%Reduced
Fullerton Fund Management Co Ltd.196$270.3K0.02%+196New
Parkside Financial Bank & Trust196$270.3K0.02%−8−3.9%Reduced
Fukoku Mutual Life Insurance Co197$271.7K0.02%−18−8.4%Reduced
Massmutual Trust Co FSB197$271.7K0.01%00.0%Unchanged
Spears Abacus Advisors LLC199$274.4K0.01%−61−23.5%Reduced
Insigneo Advisory Services, LLC199$274.4K0.02%+199New
Westmount Partners, LLC200$276.3K0.07%+200New
Valeo Financial Advisors, LLC201$277.2K0.01%+201New
Caitlin John, LLC203$279.9K0.17%−320−61.2%Reduced
Prosperity Financial Group, Inc.205$282.7K0.10%+205New
Procyon Private Wealth Partners, LLC207$285.5K0.01%−30−12.7%Reduced
Sagewood Asset Management LP208$286.8K0.09%+208New
Ponta Wealth Partners, LLC209$288.2K0.23%+209New
Fidelis Capital Partners, LLC212$292.3K0.02%−24−10.2%Reduced
Moss Adams Wealth Advisors LLC212$292.4K0.02%+212New
Phillips Wealth Planners LLC148$300.9K0.23%+148New
Ostrum Asset Management219$302.0K0.02%+3+1.4%Added
Stephens Inc219$302.0K0.00%+219New
Autumn Glory Partners, LLC221$304.8K0.11%+3+1.4%Added
Cogent Strategic Wealth LLC221$304.8K0.31%+221New
GTS Securities LLC224$308.9K0.01%−243−52.0%Reduced
Counterpoint Mutual Funds LLC225$310.3K0.05%−312−58.1%Reduced
Banque Transatlantique SA226$311.8K0.01%−340−60.1%Reduced
Massachusetts Financial Services Co228$314.4K0.00%+228New
Net Worth Advisory Group230$316.6K0.07%−299−56.5%Reduced
Glenview Trust Co231$318.5K0.01%−99−30.0%Reduced
Family Wealth Group, LLC231$318.7K0.20%+231New
VisionPoint Advisory Group, LLC233$321.3K0.06%−161−40.9%Reduced
TABR Capital Management, LLC233$321.4K0.30%+233New
Ellevest, Inc.237$326.8K0.05%+10+4.4%Added
Supplemental Annuity Collective Trust of NJ238$328.2K0.09%+238New
Coston, McIsaac & Partners239$329.0K0.07%+7+3.0%Added
Five Oceans Advisors240$331.0K0.12%+1+0.4%Added
Centaurus Financial, Inc.240$331.0K0.02%−1,911−88.8%Reduced
Reliant Investment Partners, LLC241$332.3K0.28%+241New
Johnson Financial Group, Inc.243$335.1K0.01%−78−24.3%Reduced
Financial Advisory Service, Inc.245$337.9K0.02%00.0%Unchanged
Chilton Investment Co LLC247$340.6K0.01%+247New
Silver Coast Investments LLC248$342.0K0.11%00.0%Unchanged
Bey-Douglas LLC250$344.8K0.30%+250New
Avail Investment Partners, LLC250$345.0K0.37%+250New
Legato Capital Management LLC251$346.1K0.03%−124−33.1%Reduced
Scotia Capital Inc.251$346.1K0.00%−74−22.8%Reduced
Flagship Harbor Advisors, LLC254$349.7K0.02%−486−65.7%Reduced
Quarry LP254$350.3K0.07%+223+719.4%Added
D.A. Davidson & Co.259$357.2K0.00%−16−5.8%Reduced
Liberty One Investment Management, LLC263$363.0K0.04%+59+28.9%Added
Optimize Financial Inc264$364.1K0.18%−187−41.5%Reduced
Morris Financial Concepts, Inc.264$364.1K0.12%00.0%Unchanged
One Wealth Capital Management, LLC212$364.5K0.16%−96−31.2%Reduced
Affinity Capital Advisors, LLC267$368.2K0.05%+28+11.7%Added
Angeles Wealth Management, LLC267$368.2K0.02%+41+18.1%Added
LifeGoal Wealth Advisors258$368.6K0.21%+258New
Old National Bancorp269$370.9K0.01%−2−0.7%Reduced
C M Bidwell & Associates Ltd269$370.9K0.17%−1−0.4%Reduced
Darden Wealth Group Inc270$372.3K0.19%+50+22.7%Added
Twin Tree Management, LP271$373.7K0.08%+25+10.2%Added
Wedbush Securities Inc272$375.0K0.01%−2−0.7%Reduced