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 |
|---|---|---|---|---|---|
| Advyzon Investment Management, LLC | 412 | $568.2K | 0.05% | +33+8.7% | Added |
| Abacus Wealth Partners, LLC | 413 | $569.5K | 0.05% | +48+13.2% | Added |
| West Michigan Advisors, LLC | 420 | $579.2K | 0.13% | −348−45.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 420 | $579.2K | 0.03% | +420 | New |
| TD Private Client Wealth LLC | 422 | $581.9K | 0.01% | −95−18.4% | Reduced |
| Glenmede Trust Co NA | 424 | $584.7K | 0.00% | +90+26.9% | Added |
| Loomis Sayles & Co L P | 426 | $587.5K | 0.00% | −81−16.0% | Reduced |
| Claret Asset Management Corp | 427 | $589.0K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 427 | $589.1K | 0.04% | −31−6.8% | Reduced |
| Oak Ridge Investments LLC | 428 | $590.2K | 0.04% | +428 | New |
| Qsemble Capital Management, LP | 430 | $593.0K | 0.05% | −652−60.3% | Reduced |
| Groupama Asset Managment | 430 | $593.0K | 0.01% | +430 | New |
| RSM US Wealth Management LLC | 430 | $593.1K | 0.01% | −12−2.7% | Reduced |
| Barlow Wealth Partners, Inc. | 364 | $600.8K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 437 | $602.6K | 0.00% | +6+1.4% | Added |
| Mirador Capital Partners LP | 437 | $602.6K | 0.09% | +55+14.4% | Added |
| Fifth Third Wealth Advisors LLC | 440 | $606.5K | 0.02% | +125+39.7% | Added |
| LRT Capital Management, LLC | 442 | $609.5K | 0.57% | −1,102−71.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 446 | $615.0K | 0.02% | +446 | New |
| True Wealth Design, LLC | 447 | $616.4K | 0.17% | +25+5.9% | Added |
| Montgomery Investment Management Inc | 450 | $620.5K | 0.21% | +450 | New |
| Equitable Holdings, Inc. | 669 | $624.4K | 0.00% | +232+53.1% | Added |
| D'Orazio & Associates, Inc. | 456 | $628.5K | 0.08% | −4−0.9% | Reduced |
| Westpac Banking Corp | 459 | $633.0K | 0.04% | +459 | New |
| Perpetual Ltd | 459 | $633.0K | 0.01% | +459 | New |
| Copeland Capital Management, LLC | 467 | $644.0K | 0.01% | −582−55.5% | Reduced |
| SBI Securities Co., Ltd. | 470 | $648.1K | 0.02% | −122−20.6% | Reduced |
| Legacy Financial Advisors, Inc. | 470 | $648.1K | 0.09% | +49+11.6% | Added |
| Galvin, Gaustad & Stein, LLC | 476 | $655.9K | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 481 | $663.3K | 0.17% | +49+11.3% | Added |
| Ipswich Investment Management Co., Inc. | 483 | $666.1K | 0.16% | −40−7.6% | Reduced |
| Ausdal Financial Partners, Inc. | 486 | $669.7K | 0.03% | +24+5.2% | Added |
| Connecticut Wealth Management, LLC | 488 | $672.9K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 489 | $674.8K | 0.04% | +15+3.2% | Added |
| Mach-1 Financial Group, Inc. | 490 | $675.7K | 0.24% | −432−46.9% | Reduced |
| Polymer Capital Management (HK) LTD | 496 | $684.0K | 0.10% | +496 | New |
| Tema ETFs LLC | 499 | $688.1K | 0.05% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $689.0K | 0.31% | +500 | New |
| Mindset Wealth Management, LLC | 500 | $689.5K | 0.19% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $689.5K | 0.15% | +210+72.4% | Added |
| Sanders Morris Harris LLC | 500 | $689.5K | 0.11% | +500 | New |
| Essex Financial Services, Inc. | 501 | $690.9K | 0.04% | −19−3.7% | Reduced |
| Creative Financial Designs Inc | 506 | $698.4K | 0.04% | −33−6.1% | Reduced |
| Vise Technologies, Inc. | 752 | $701.9K | 0.01% | 00.0% | Unchanged |
| Northbridge Financial Group, LLC | 432 | $703.2K | 0.30% | −2−0.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 510 | $703.3K | 0.01% | −216−29.8% | Reduced |
| DRW Securities, LLC | 512 | $706.0K | 0.04% | +77+17.7% | Added |
| Mission Wealth Management, LP | 518 | $714.3K | 0.01% | +518 | New |
| Roundview Capital LLC | 519 | $715.7K | 0.04% | +45+9.5% | Added |
| Applied Finance Capital Management, LLC | 523 | $721.2K | 0.05% | −48−8.4% | Reduced |
| Savvy Advisors, Inc. | 529 | $729.5K | 0.02% | +100+23.3% | Added |
| Meiji Yasuda Life Insurance Co | 537 | $740.5K | 0.03% | +537 | New |
| Snowden Capital Advisors LLC | 540 | $744.7K | 0.02% | +34+6.7% | Added |
| J2 Capital Management Inc | 541 | $746.0K | 0.51% | −154−22.2% | Reduced |
| Keebeck Wealth Management, LLC | 541 | $746.0K | 0.08% | −11−2.0% | Reduced |
| Strid Group, LLC | 543 | $748.8K | 0.09% | −457−45.7% | Reduced |
| Laird Norton Trust Company, LLC | 543 | $748.8K | 0.02% | +63+13.1% | Added |
| SRS Capital Advisors, Inc. | 547 | $754.3K | 0.02% | +400+272.1% | Added |
| Roman Butler Fullerton & Co | 496 | $756.2K | 0.21% | −46−8.5% | Reduced |
| Principal Securities, Inc. | 551 | $759.8K | 0.01% | −17−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 553 | $762.6K | 0.01% | +14+2.6% | Added |
| Resonant Capital Advisors, LLC | 553 | $762.6K | 0.04% | +265+92.0% | Added |
| Wall Street Financial Group, Inc. | 554 | $764.0K | 0.45% | +22+4.1% | Added |
| AIA Group Ltd | 563 | $776.4K | 0.01% | −909−61.8% | Reduced |
| Northwest Wealth Management, LLC | 563 | $776.4K | 0.12% | +8+1.4% | Added |
| OneAscent Financial Services LLC | 563 | $776.4K | 0.04% | +563 | New |
| Gibbs Wealth Management | 563 | $776.4K | 0.10% | +203+56.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $779.1K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 565 | $779.1K | 0.71% | +565 | New |
| Parkwood LLC | 567 | $782.0K | 0.07% | −106−15.8% | Reduced |
| LVW Advisors, LLC | 568 | $783.3K | 0.08% | +39+7.4% | Added |
| Pinnacle Associates Ltd | 572 | $788.8K | 0.01% | +8+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 572 | $788.8K | 0.05% | +8+1.4% | Added |
| GeoWealth Management, LLC | 575 | $793.0K | 0.03% | −12−2.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 576 | $794.3K | 0.23% | +72+14.3% | Added |
| TCW Group Inc | 582 | $802.6K | 0.01% | +28+5.1% | Added |
| AlphaCore Capital LLC | 583 | $804.0K | 0.02% | +316+118.4% | Added |
| Westover Capital Advisors, LLC | 584 | $805.3K | 0.15% | +32+5.8% | Added |
| BayBridge Capital Group, LLC | 866 | $808.3K | 0.50% | 00.0% | Unchanged |
| Armis Advisers, LLC | 398 | $809.8K | 0.08% | +1+0.3% | Added |
| Fieldview Capital Management, LLC | 588 | $810.8K | 0.24% | +588 | New |
| Brown Miller Wealth Management, LLC | 588 | $810.9K | 0.23% | +44+8.1% | Added |
| Axxcess Wealth Management, LLC | 588 | $810.9K | 0.03% | +44+8.1% | Added |
| Greenleaf Trust | 589 | $812.2K | 0.01% | +47+8.7% | Added |
| Koshinski Asset Management, Inc. | 594 | $819.3K | 0.05% | +250+72.7% | Added |
| Intrust Bank NA | 600 | $827.4K | 0.07% | −85−12.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 600 | $827.4K | 0.05% | +600 | New |
| AXS Investments LLC | 600 | $827.4K | 0.33% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 603 | $831.5K | 0.03% | +8+1.3% | Added |
| Legacy Capital Group California, Inc. | 603 | $831.5K | 0.32% | +603 | New |
| Daymark Wealth Partners, LLC | 605 | $834.3K | 0.03% | +605 | New |
| Harbour Capital Advisors, LLC | 484 | $834.7K | 0.16% | +249+106.0% | Added |
| Siemens Fonds Invest GmbH | 608 | $838.4K | 0.05% | +115+23.3% | Added |
| Blueshift Asset Management, LLC | 611 | $842.6K | 0.26% | −288−32.0% | Reduced |
| Spirepoint Private Client, LLC | 613 | $845.4K | 0.08% | −3−0.5% | Reduced |
| Legacy Financial Independent Advisors LLC | 619 | $853.6K | 0.44% | +619 | New |
| Kera Capital Partners, Inc. | 627 | $864.6K | 0.11% | +73+13.2% | Added |
| Meeder Advisory Services, Inc. | 628 | $866.1K | 0.04% | +101+19.2% | Added |
| Abundance Wealth Counselors | 632 | $871.5K | 0.13% | +632 | New |
| Symphony Financial, Ltd. Co. | 640 | $879.5K | 0.12% | +105+19.6% | Added |