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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 980 | $1.35M | 0.04% | +146+17.5% | Added |
| Verus Capital Partners, LLC | 990 | $1.37M | 0.09% | −307−23.7% | Reduced |
| Sentinus, LLC | 995 | $1.37M | 0.12% | +257+34.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,006 | $1.39M | 0.01% | +6+0.6% | Added |
| North Dakota State Investment Board | 1,007 | $1.39M | 0.06% | −217−17.7% | Reduced |
| Citizens Financial Group Inc | 1,021 | $1.41M | 0.02% | +507+98.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,019 | $1.41M | 0.06% | +1,779+741.3% | Added |
| Retireful, LLC | 1,033 | $1.42M | 2.01% | +80+8.4% | Added |
| Illumine Investment Management, LLC | 1,052 | $1.45M | 1.12% | −544−34.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,062 | $1.46M | 0.02% | −627−37.1% | Reduced |
| Hanlon Investment Management, Inc. | 1,074 | $1.48M | 0.82% | −13−1.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,078 | $1.49M | 0.44% | −830−43.5% | Reduced |
| PFG Advisors | 1,079 | $1.49M | 0.07% | +16+1.5% | Added |
| Petra Financial Advisors Inc | 1,080 | $1.49M | 0.92% | +7+0.7% | Added |
| Hantz Financial Services, Inc. | 1,094 | $1.51M | 0.02% | −228−17.2% | Reduced |
| Summit Trail Advisors, LLC | 1,101 | $1.52M | 0.02% | +14+1.3% | Added |
| Chase Investment Counsel Corp | 1,105 | $1.52M | 0.40% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,105 | $1.52M | 0.03% | +1,105 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,126 | $1.55M | 0.02% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,142 | $1.57M | 0.02% | +820+254.7% | Added |
| Boothbay Fund Management, LLC | 1,150 | $1.59M | 0.04% | +636+123.7% | Added |
| Parcion Private Wealth LLC | 1,153 | $1.59M | 0.10% | +22+1.9% | Added |
| We Are One Seven, LLC | 1,170 | $1.61M | 0.03% | +125+12.0% | Added |
| Cypress Advisory Group LLC | 1,180 | $1.63M | 1.24% | −355−23.1% | Reduced |
| Private Advisory Group LLC | 1,190 | $1.64M | 0.11% | −104−8.0% | Reduced |
| Sowell Financial Services LLC | 1,198 | $1.65M | 0.06% | −154−11.4% | Reduced |
| Rothschild Investment LLC | 1,203 | $1.66M | 0.09% | +383+46.7% | Added |
| Holderness Investments Co | 1,209 | $1.67M | 0.33% | +149+14.1% | Added |
| Change Path, LLC | 1,211 | $1.67M | 0.04% | −94−7.2% | Reduced |
| Algebris (UK) Ltd | 1,215 | $1.67M | 0.12% | +171+16.4% | Added |
| Caerus Investment Advisors, LLC | 1,214 | $1.67M | 0.71% | −325−21.1% | Reduced |
| Fortress Financial Solutions, LLC | 1,216 | $1.68M | 1.75% | −67−5.2% | Reduced |
| Bannerstone Capital Management, LLC | 1,225 | $1.69M | 1.75% | −160−11.6% | Reduced |
| Ifrah Financial Services, Inc. | 1,226 | $1.69M | 0.45% | −39−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,233 | $1.70M | 0.01% | +20+1.6% | Added |
| Mutual Advisors, LLC | 1,239 | $1.71M | 0.04% | +1,239 | New |
| denkapparat Operations GmbH | 1,246 | $1.72M | 0.71% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,251 | $1.73M | 0.04% | −1,529−55.0% | Reduced |
| Numerai GP LLC | 1,266 | $1.75M | 0.18% | −146−10.3% | Reduced |
| Kestra Investment Management, LLC | 1,271 | $1.75M | 0.03% | −193−13.2% | Reduced |
| Soltis Investment Advisors LLC | 1,275 | $1.76M | 0.11% | +95+8.1% | Added |
| Metis Global Partners, LLC | 1,294 | $1.78M | 0.04% | −247−16.0% | Reduced |
| Saudi Central Bank | 1,302 | $1.80M | 0.04% | +1,302 | New |
| Strategic Wealth Partners, Ltd. | 1,305 | $1.80M | 0.12% | −1,020−43.9% | Reduced |
| Davenport & Co LLC | 1,305 | $1.80M | 0.01% | +752+136.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.80M | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,343 | $1.85M | 0.12% | +1,038+340.3% | Added |
| Azzad Asset Management Inc | 1,345 | $1.86M | 0.19% | −1,513−52.9% | Reduced |
| Katamaran Capital LLP | 1,349 | $1.86M | 1.66% | −2,199−62.0% | Reduced |
| Alps Advisors Inc | 1,351 | $1.86M | 0.01% | −370−21.5% | Reduced |
| GAMMA Investing LLC | 1,355 | $1.87M | 0.09% | +85+6.7% | Added |
| Sigma Planning Corp | 1,361 | $1.88M | 0.05% | +494+57.0% | Added |
| IHT Wealth Management, LLC | 1,373 | $1.89M | 0.04% | +595+76.5% | Added |
| Aristotle Atlantic Partners, LLC | 1,375 | $1.90M | 0.09% | +165+13.6% | Added |
| Baader Bank INC | 1,407 | $1.91M | 0.19% | +1,407 | New |
| Lisanti Capital Growth, LLC | 1,390 | $1.92M | 0.48% | −25−1.8% | Reduced |
| Estate Counselors, LLC | 1,393 | $1.92M | 0.17% | −3,525−71.7% | Reduced |
| Argos Wealth Advisors, LLC | 1,400 | $1.93M | 0.56% | −15−1.1% | Reduced |
| X-Square Capital, LLC | 1,411 | $1.95M | 0.66% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 1,412 | $1.95M | 1.11% | +1,412 | New |
| Nomura Holdings Inc | 1,449 | $2.00M | 0.02% | −431−22.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,810 | $2.00M | 0.26% | +31+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,456 | $2.01M | 0.07% | +1,456 | New |
| Caldwell Investment Management Ltd. | 1,600 | $2.04M | 0.80% | +1,600 | New |
| Westco Advisory Services Inc | 1,480 | $2.04M | 1.31% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,498 | $2.07M | 0.08% | −2,441−62.0% | Reduced |
| Ascent Wealth Partners, LLC | 1,500 | $2.07M | 0.24% | +1,500 | New |
| L2 Asset Management, LLC | 1,502 | $2.07M | 0.20% | −18−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,508 | $2.08M | 0.08% | +782+107.7% | Added |
| Landscape Capital Management, L.L.C. | 1,513 | $2.09M | 0.13% | −1,015−40.2% | Reduced |
| Sterling Capital Management LLC | 1,525 | $2.10M | 0.04% | −520−25.4% | Reduced |
| ING Groep NV | 1,539 | $2.12M | 0.01% | −3,009−66.2% | Reduced |
| Cornerstone Investment Partners, LLC | 1,540 | $2.12M | 0.09% | −363−19.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,557 | $2.15M | 0.06% | −299−16.1% | Reduced |
| Hilltop Holdings Inc. | 1,572 | $2.17M | 0.20% | −847−35.0% | Reduced |
| Guggenheim Capital LLC | 1,572 | $2.17M | 0.02% | −269−14.6% | Reduced |
| Benjamin Edwards Inc | 1,574 | $2.17M | 0.02% | +339+27.4% | Added |
| Highland Capital Management, LLC | 1,578 | $2.18M | 0.12% | +1,323+518.8% | Added |
| New Mexico Educational Retirement Board | 1,600 | $2.21M | 0.07% | 00.0% | Unchanged |
| Gallo Partners, LP | 1,612 | $2.22M | 4.25% | −2,850−63.9% | Reduced |
| Convergence Investment Partners, LLC | 1,614 | $2.23M | 0.36% | +1,614 | New |
| Raiffeisen Bank International AG | 1,752 | $2.23M | 0.03% | −7−0.4% | Reduced |
| Segment Wealth Management, LLC | 1,636 | $2.26M | 0.13% | +90+5.8% | Added |
| Waddell & Associates, LLC | 1,637 | $2.26M | 0.13% | +493+43.1% | Added |
| Jefferies Financial Group Inc. | 1,638 | $2.26M | 0.03% | −27,486−94.4% | Reduced |
| Brevan Howard Capital Management LP | 1,644 | $2.27M | 0.02% | −65−3.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,647 | $2.27M | 0.06% | −254−13.4% | Reduced |
| VGI Partners Ltd | 1,657 | $2.28M | 0.12% | −543−24.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 1,665 | $2.30M | 0.10% | −188−10.1% | Reduced |
| GLR Partners, LLC | 1,674 | $2.31M | 1.26% | +1,674 | New |
| Integrated Quantitative Investments LLC | 1,691 | $2.33M | 0.42% | −359−17.5% | Reduced |
| Wakefield Asset Management LLLP | 1,699 | $2.34M | 0.62% | +1,699 | New |
| Taproot Management LP | 1,701 | $2.35M | 0.44% | −3,543−67.6% | Reduced |
| Nations Financial Group Inc, | 1,709 | $2.36M | 0.12% | −42−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,715 | $2.37M | 0.03% | −264−13.3% | Reduced |
| APG Asset Management N.V. | 1,984 | $2.37M | 0.01% | +1,984 | New |
| Maryland State Retirement & Pension System | 1,722 | $2.37M | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,722 | $2.37M | 0.04% | +35+2.1% | Added |
| EverSource Wealth Advisors, LLC | 1,731 | $2.39M | 0.07% | +187+12.1% | Added |
| Gateway Investment Advisers LLC | 1,736 | $2.39M | 0.03% | +1,341+339.5% | Added |