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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 (+68.0%) 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
Quantum Financial Advisors, LLC273$376.2K0.04%00.0%Unchanged
Investment Research Partners LLC275$379.2K0.15%00.0%Unchanged
Greenspring Advisors, LLC275$379.2K0.02%−24−8.0%Reduced
Symmetry Partners, LLC276$380.6K0.02%+2+0.7%Added
Davis R M Inc276$380.6K0.01%−5−1.8%Reduced
Moody Aldrich Partners LLC277$382.0K0.07%−7−2.5%Reduced
Resurgent Financial Advisors LLC279$384.7K0.14%+279New
Mainsail Asset Management, LLC280$386.1K0.17%00.0%Unchanged
Brookstone Capital Management280$386.1K0.00%+280New
Ashton Thomas Securities, LLC281$387.5K0.05%−44−13.5%Reduced
Poinciana Advisors Group, LLC282$388.9K0.31%00.0%Unchanged
Jag Capital Management, LLC284$391.6K0.04%−197−41.0%Reduced
First Citizens Bank & Trust Co285$393.0K0.01%+1+0.4%Added
Advisory Alpha, LLC285$393.0K0.01%+285New
SageView Advisory Group, LLC286$394.4K0.01%−24−7.7%Reduced
MBL Wealth, LLC289$398.5K0.03%+289New
FSM Wealth Advisors, LLC290$399.2K0.05%−96−24.9%Reduced
Kovack Advisors, Inc.291$400.8K0.02%+20+7.4%Added
Clark Capital Management Group, Inc.292$402.7K0.00%+26+9.8%Added
Everhart Financial Group, Inc.292$402.8K0.03%+292New
Seeds Investor LLC246$406.8K0.06%−84−25.5%Reduced
Miracle Mile Advisors, LLC296$407.8K0.01%+17+6.1%Added
Leeward Financial Partners, LLC296$408.2K0.12%−92−23.7%Reduced
Root Financial Partners, LLC296$408.2K0.02%+195+193.1%Added
V-Square Quantitative Management LLC298$410.9K0.04%−71−19.2%Reduced
Family Management Corp298$410.9K0.05%+40+15.5%Added
Stratos Wealth Partners, LTD.298$410.9K0.00%+298New
Summit Global Investments298$411.0K0.02%+298New
XML Financial, LLC299$411.6K0.03%+299New
Wellington Shields Capital Management, LLC300$413.7K0.06%00.0%Unchanged
BOS Asset Management, LLC300$413.7K0.11%00.0%Unchanged
RiverGlades Family Offices LLC300$413.7K0.24%+300New
Corient IA LLC300$413.7K0.39%+300New
Blue Chip Partners, Inc.301$414.5K0.03%+1+0.3%Added
State of Wyoming304$419.2K0.05%−260−46.1%Reduced
Picton Mahoney Asset Management308$424.7K0.00%−71−18.7%Reduced
Qtron Investments LLC308$424.7K0.06%00.0%Unchanged
Fisher Asset Management, LLC309$426.9K0.00%+44+16.6%Added
First Affirmative Financial Network311$428.3K0.17%+311New
Exencial Wealth Advisors, LLC311$428.9K0.01%+11+3.7%Added
Great Lakes Advisors, LLC312$430.2K0.00%00.0%Unchanged
SFMG, LLC314$433.0K0.03%00.0%Unchanged
Mount Yale Investment Advisors, LLC314$433.1K0.01%+54+20.8%Added
Ameritas Investment Partners, Inc.315$434.4K0.01%00.0%Unchanged
Capital Advisors Inc315$434.4K0.01%+4+1.3%Added
Vanguard National Trust Co315$434.4K0.03%+315New
AdvisorNet Financial, Inc316$435.8K0.02%00.0%Unchanged
WD Rutherford LLC317$437.1K0.19%00.0%Unchanged
DGS Capital Management, LLC318$438.5K0.07%−31−8.9%Reduced
Stock Yards Bank & Trust Co318$438.5K0.01%−4−1.2%Reduced
Flatrock Wealth Partners LLC318$438.6K0.20%+20+6.7%Added
Novem Group321$442.7K0.05%+3+0.9%Added
Cynosure Management, LLC322$444.0K0.06%+322New
SeaCrest Wealth Management, LLC330$455.1K0.05%+330New
Cigna Investments Inc332$458.0K0.07%00.0%Unchanged
Layline Advisors, LLC333$459.7K0.51%+333New
Family Wealth Partners, LLC334$460.6K0.16%+93+38.6%Added
Ketron Financial336$464.0K0.17%00.0%Unchanged
Quadcap Wealth Management, LLC341$470.2K0.05%+341New
Range Financial Group LLC343$473.0K0.16%+343New
Avestar Capital, LLC346$477.3K0.03%+28+8.8%Added
American Trust347$478.5K0.04%−48−12.2%Reduced
Affinity Investment Advisors, LLC347$478.5K0.30%+32+10.2%Added
Valmark Advisers, Inc.348$479.9K0.01%+348New
Waterloo Capital, L.P.350$482.7K0.03%+13+3.9%Added
Armstrong Advisory Group, Inc353$486.8K0.03%+70+24.7%Added
Profund Advisors LLC354$488.2K0.02%−5−1.4%Reduced
Sagespring Wealth Partners, LLC357$491.8K0.01%+11+3.2%Added
Employees Retirement System of Texas357$492.0K0.00%+53+17.4%Added
Catalyst Financial Partners LLC357$492.3K0.06%+112+45.7%Added
Drive Wealth Management, LLC357$492.3K0.10%−4−1.1%Reduced
Envestnet Portfolio Solutions, Inc.359$495.4K0.00%−164−31.4%Reduced
Modern Wealth Management, LLC348$497.4K0.01%−94−21.3%Reduced
Proficio Capital Partners LLC361$497.8K0.03%00.0%Unchanged
AE Wealth Management LLC363$500.7K0.00%−704−66.0%Reduced
XTX Topco Ltd364$502.0K0.01%−717−66.3%Reduced
R Squared Ltd365$503.3K0.28%−430−54.1%Reduced
Patten Group, Inc.366$504.7K0.09%+366New
Riversedge Advisors, LLC370$510.2K0.08%+2+0.5%Added
Phoenix Holdings Ltd.372$513.0K0.00%+372New
Optimist Retirement Group LLC372$513.0K0.23%−82−18.1%Reduced
Marks Group Wealth Management, Inc374$515.7K0.05%+13+3.6%Added
Capstone Investment Advisors, LLC374$515.7K0.00%+374New
First Washington CORP376$518.5K0.15%00.0%Unchanged
Emerald Investment Advisers, LLC377$519.9K0.05%+377New
Machina Capital S.A.S.380$524.0K0.10%−301−44.2%Reduced
Inspire Advisors, LLC381$525.5K0.04%+75+24.5%Added
Stonebridge Financial Group, LLC383$527.8K0.45%−12−3.0%Reduced
Vision Retirement, LLC384$529.7K0.15%+384New
Simplex Trading, LLC387$533.7K0.02%−1,951−83.4%Reduced
Magnolia Wealth Management, LLC388$535.0K0.31%00.0%Unchanged
Ewa, LLC391$538.8K0.12%+12+3.2%Added
Balboa Wealth Partners394$543.3K0.09%+32+8.8%Added
Oppenheimer & Co Inc396$546.1K0.01%+3+0.8%Added
United Capital Management of KS, Inc.400$551.6K0.08%+400New
Brown Brothers Harriman & Co401$553.0K0.00%+170+73.6%Added
Dynasty Wealth Management, LLC405$558.2K0.00%−16−3.8%Reduced
Unique Wealth Strategies, LLC409$564.7K0.23%+409New
Walker Asset Management, LLC410$566.0K0.31%00.0%Unchanged
Gen-Wealth Partners Inc411$566.8K0.18%+1+0.2%Added