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 |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 639 | $881.2K | 0.19% | +639 | New |
| Abel Hall, LLC | 640 | $883.2K | 0.19% | +11+1.7% | Added |
| Alliance Wealth Advisors, LLC | 643 | $886.7K | 0.19% | −836−56.5% | Reduced |
| Inscription Capital, LLC | 647 | $891.7K | 0.09% | +54+9.1% | Added |
| IFP Advisors, Inc | 652 | $899.1K | 0.02% | −64−8.9% | Reduced |
| Personal Cfo Solutions, LLC | 653 | $900.6K | 0.13% | +243+59.3% | Added |
| Parallel Advisors, LLC | 663 | $914.5K | 0.02% | +98+17.3% | Added |
| Precision Wealth Strategies, LLC | 664 | $915.6K | 0.30% | −772−53.8% | Reduced |
| Cresset Asset Management, LLC | 668 | $921.5K | 0.00% | +86+14.8% | Added |
| Delta Investment Management, LLC | 671 | $925.7K | 0.17% | −2−0.3% | Reduced |
| Wedmont Private Capital | 611 | $932.0K | 0.03% | +53+9.5% | Added |
| Knightsbridge Asset Management, LLC | 679 | $936.3K | 0.13% | +110+19.3% | Added |
| Resources Investment Advisors, LLC. | 681 | $939.1K | 0.01% | −408−37.5% | Reduced |
| QTR Family Wealth, LLC | 575 | $949.0K | 0.40% | +62+12.1% | Added |
| Keating Financial Advisory Services, Inc. | 694 | $957.7K | 0.15% | −1−0.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 534 | $958.2K | 0.20% | +24+4.7% | Added |
| Syon Capital LLC | 699 | $963.9K | 0.05% | −155−18.1% | Reduced |
| Triglav Skladi, D.O.O. | 700 | $965.3K | 0.07% | +700 | New |
| Fiduciary Trust Co | 702 | $968.4K | 0.01% | +19+2.8% | Added |
| Naviter Wealth, LLC | 706 | $973.6K | 0.12% | +4+0.6% | Added |
| Gallacher Capital Management LLC | 711 | $980.8K | 0.38% | +68+10.6% | Added |
| AlphaGrep UK Ltd | 719 | $991.5K | 0.29% | +202+39.1% | Added |
| Catalyst Capital Advisors LLC | 720 | $992.9K | 0.02% | −130−15.3% | Reduced |
| Norden Group LLC | 722 | $995.8K | 0.10% | −335−31.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 723 | $996.6K | 0.01% | −781−51.9% | Reduced |
| BTC Capital Management, Inc. | 723 | $997.0K | 0.07% | −108−13.0% | Reduced |
| JT Stratford LLC | 730 | $1.01M | 0.13% | −5−0.7% | Reduced |
| Savant Capital, LLC | 732 | $1.01M | 0.00% | +116+18.8% | Added |
| Storgate, LLC | 738 | $1.02M | 0.80% | +48+7.0% | Added |
| Bridgefront Capital, LLC | 738 | $1.02M | 0.25% | +738 | New |
| Harvest Investment Services, LLC | 750 | $1.03M | 0.19% | +750 | New |
| Kestra Private Wealth Services, LLC | 755 | $1.04M | 0.01% | −488−39.3% | Reduced |
| Frec Markets, Inc. | 756 | $1.04M | 0.18% | +756 | New |
| HMS Capital Management, LLC | 768 | $1.06M | 0.41% | −525−40.6% | Reduced |
| Impact Partnership Wealth, LLC | 768 | $1.06M | 0.13% | −5−0.6% | Reduced |
| Blair William & Co | 775 | $1.07M | 0.00% | +98+14.5% | Added |
| Kingsview Wealth Management, LLC | 776 | $1.07M | 0.01% | −71−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 779 | $1.07M | 0.00% | −2−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 781 | $1.08M | 0.01% | +207+36.1% | Added |
| Baker Avenue Asset Management, LP | 782 | $1.08M | 0.02% | +539+221.8% | Added |
| Dorsey & Whitney Trust CO LLC | 782 | $1.08M | 0.06% | +45+6.1% | Added |
| Venturi Wealth Management, LLC | 784 | $1.08M | 0.05% | −190−19.5% | Reduced |
| Arkadios Wealth Advisors | 783 | $1.08M | 0.02% | +78+11.1% | Added |
| GenTrust, LLC | 789 | $1.09M | 0.05% | +185+30.6% | Added |
| Fox Run Management, L.L.C. | 855 | $1.09M | 0.19% | +339+65.7% | Added |
| Americana Partners, LLC | 790 | $1.09M | 0.03% | +790 | New |
| Polymer Capital Management (US) LLC | 793 | $1.09M | 0.16% | +214+37.0% | Added |
| Signaturefd, LLC | 794 | $1.10M | 0.02% | +204+34.6% | Added |
| Belpointe Asset Management LLC | 796 | $1.10M | 0.04% | −455−36.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 808 | $1.11M | 0.08% | +5+0.6% | Added |
| Tobam | 809 | $1.12M | 0.29% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 810 | $1.12M | 0.05% | +810 | New |
| Virginia Retirement Systems Et Al | 811 | $1.12M | 0.01% | −11,962−93.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 811 | $1.12M | 0.07% | +191+30.8% | Added |
| Prelude Capital Management, LLC | 816 | $1.13M | 0.09% | −141−14.7% | Reduced |
| Cambria Investment Management, L.P. | 817 | $1.13M | 0.06% | −512−38.5% | Reduced |
| Westerkirk Capital Inc. | 818 | $1.13M | 0.12% | −270−24.8% | Reduced |
| Algert Global LLC | 825 | $1.14M | 0.02% | −2,515−75.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 826 | $1.14M | 0.23% | +78+10.4% | Added |
| Trust Point Inc. | 826 | $1.14M | 0.10% | −213−20.5% | Reduced |
| CenterBook Partners LP | 830 | $1.14M | 0.06% | +830 | New |
| Beacon Pointe Advisors, LLC | 836 | $1.15M | 0.01% | +489+140.9% | Added |
| Portside Wealth Group, LLC | 842 | $1.16M | 0.16% | −233−21.7% | Reduced |
| Boston Trust Walden Corp | 850 | $1.17M | 0.01% | −25−2.9% | Reduced |
| Perigon Wealth Management, LLC | 860 | $1.19M | 0.02% | −318−27.0% | Reduced |
| Dark Forest Capital Management LP | 865 | $1.19M | 0.11% | −1,031−54.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 870 | $1.20M | 0.01% | +449+106.7% | Added |
| Sym Financial Corp | 879 | $1.21M | 0.12% | −89−9.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 880 | $1.21M | 0.05% | −10−1.1% | Reduced |
| Monolith Management Ltd | 880 | $1.21M | 0.47% | +880 | New |
| Wahed Invest LLC | 882 | $1.22M | 0.16% | +882 | New |
| Wellington Shields & Co., LLC | 886 | $1.22M | 0.31% | +1+0.1% | Added |
| Capital Performance Advisors LLP | 887 | $1.22M | 0.08% | −120−11.9% | Reduced |
| Transcend Wealth Collective, LLC | 887 | $1.22M | 0.10% | +22+2.5% | Added |
| Umb Bank N A | 891 | $1.23M | 0.02% | −113−11.3% | Reduced |
| Ballentine Partners, LLC | 897 | $1.24M | 0.02% | +24+2.7% | Added |
| NewEdge Wealth, LLC | 900 | $1.24M | 0.01% | +503+126.7% | Added |
| SIR Capital Management, L.P. | 900 | $1.24M | 0.12% | −5,337−85.6% | Reduced |
| Ariadne Wealth Management, LP | 904 | $1.25M | 0.56% | −42−4.4% | Reduced |
| Everence Capital Management Inc | 906 | $1.25M | 0.08% | −74−7.6% | Reduced |
| North Star Investment Management Corp. | 906 | $1.25M | 0.08% | −401−30.7% | Reduced |
| Lido Advisors, LLC | 906 | $1.25M | 0.00% | +132+17.1% | Added |
| Strategy Asset Managers LLC | 912 | $1.26M | 0.21% | +659+260.5% | Added |
| Central Pacific Bank - Trust Division | 917 | $1.26M | 0.16% | −114−11.1% | Reduced |
| waypoint wealth counsel | 917 | $1.26M | 0.65% | −37−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 926 | $1.28M | 0.01% | +500+117.4% | Added |
| Kaufman Rossin Wealth, LLC | 927 | $1.28M | 0.73% | −97−9.5% | Reduced |
| MAI Capital Management | 930 | $1.28M | 0.01% | +820+745.5% | Added |
| Pier Capital, LLC | 938 | $1.29M | 0.21% | −792−45.8% | Reduced |
| Summit Financial, LLC | 938 | $1.29M | 0.02% | +706+304.3% | Added |
| Jackson Thornton Asset Management, LLC | 815 | $1.30M | 0.12% | +13+1.6% | Added |
| Kingswood Wealth Advisors, LLC | 942 | $1.30M | 0.06% | −11−1.2% | Reduced |
| Diametric Capital, LP | 943 | $1.30M | 0.34% | −931−49.7% | Reduced |
| Clearstead Advisors, LLC | 947 | $1.31M | 0.01% | −399−29.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 955 | $1.32M | 0.03% | −3,371−77.9% | Reduced |
| Securian Asset Management, Inc | 957 | $1.32M | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 960 | $1.32M | 0.01% | +230+31.5% | Added |
| Journey Strategic Wealth LLC | 969 | $1.34M | 0.03% | +86+9.7% | Added |
| MUFG Securities Americas Inc. | 974 | $1.34M | 0.09% | +26+2.7% | Added |
| Regions Financial Corp | 977 | $1.35M | 0.01% | −464−32.2% | Reduced |