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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1,743 | $2.40M | 0.09% | +724+71.1% | Added |
| Virtus ETF Advisers LLC | 1,749 | $2.41M | 1.12% | −443−20.2% | Reduced |
| Altshuler Shaham Ltd | 1,766 | $2.44M | 0.04% | +724+69.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,768 | $2.44M | 0.05% | +1,768 | New |
| Coldstream Capital Management Inc | 1,781 | $2.46M | 0.03% | −183−9.3% | Reduced |
| Pacer Advisors, Inc. | 1,785 | $2.46M | 0.01% | −1,021−36.4% | Reduced |
| Louisiana State Employees Retirement System | 1,800 | $2.48M | 0.04% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,811 | $2.50M | 1.67% | −718−28.4% | Reduced |
| Generali Asset Management SPA SGR | 1,833 | $2.53M | 0.05% | +831+82.9% | Added |
| Sunbelt Securities, Inc. | 1,862 | $2.57M | 0.16% | +64+3.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,877 | $2.59M | 0.57% | +160+9.3% | Added |
| TFR Capital, LLC. | 1,878 | $2.59M | 0.79% | +197+11.7% | Added |
| QRG Capital Management, Inc. | 1,878 | $2.59M | 0.03% | +325+20.9% | Added |
| Vontobel Holding Ltd. | 1,888 | $2.60M | 0.01% | −4,768−71.6% | Reduced |
| Strategic Blueprint, LLC | 1,895 | $2.61M | 0.15% | +258+15.8% | Added |
| Prakash Investment Advisors LLC | 1,900 | $2.62M | 2.22% | 00.0% | Unchanged |
| CVFG LLC | 1,910 | $2.63M | 0.33% | +1,910 | New |
| Graham Capital Management, L.P. | 1,927 | $2.66M | 0.09% | −3,350−63.5% | Reduced |
| Bosman Wealth Management, LLC | 1,927 | $2.66M | 2.34% | −147−7.1% | Reduced |
| Saturna Capital CORP | 1,950 | $2.69M | 0.04% | −306−13.6% | Reduced |
| Paragon Advisors, LLC | 1,955 | $2.70M | 0.73% | +1,955 | New |
| Oak Thistle LLC | 1,976 | $2.72M | 0.26% | +1,976 | New |
| Mezzasalma Advisors, LLC | 1,978 | $2.73M | 0.70% | +421+27.0% | Added |
| Kane Investment Management, Inc. | 1,979 | $2.73M | 1.40% | −4−0.2% | Reduced |
| J. Safra Sarasin Holding AG | 1,981 | $2.73M | 0.05% | +1,981 | New |
| Moody National Bank Trust Division | 1,996 | $2.75M | 0.26% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $2.76M | 0.21% | +2,000 | New |
| Point Nemo Capital, LLC | 2,001 | $2.76M | 1.82% | +397+24.8% | Added |
| Hartford Investment Management Co | 2,008 | $2.77M | 0.09% | −24−1.2% | Reduced |
| Qube Research & Technologies Ltd | 2,013 | $2.78M | 0.00% | −81,171−97.6% | Reduced |
| Osmosis Investment Management UK Ltd | 2,060 | $2.84M | 0.08% | +2,060 | New |
| Moors & Cabot, Inc. | 2,071 | $2.86M | 0.12% | −84−3.9% | Reduced |
| Marshall Wace, LLP | 2,079 | $2.87M | 0.00% | +2,079 | New |
| Skopos Labs, Inc. | 2,101 | $2.90M | 0.09% | +156+8.0% | Added |
| Apollon Wealth Management, LLC | 2,101 | $2.90M | 0.05% | +412+24.4% | Added |
| Manchester Financial Inc | 2,102 | $2.90M | 0.56% | −30−1.4% | Reduced |
| Silver Oak Securities, Inc | 2,104 | $2.90M | 0.21% | −186−8.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,120 | $2.92M | 0.32% | −2,345−52.5% | Reduced |
| Private Client Services, LLC | 2,122 | $2.93M | 0.88% | −448−17.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,067 | $2.93M | 0.09% | −539−20.7% | Reduced |
| Penserra Capital Management LLC | 2,127 | $2.93M | 0.03% | −981−31.6% | Reduced |
| Mizuho Securities USA LLC | 2,128 | $2.93M | 0.07% | −435−17.0% | Reduced |
| Evolve Private Wealth, LLC | 2,178 | $3.00M | 0.16% | +43+2.0% | Added |
| Steel Peak Wealth Management LLC | 2,212 | $3.05M | 0.10% | −347−13.6% | Reduced |
| Venture Visionary Partners LLC | 2,215 | $3.05M | 0.10% | −531−19.3% | Reduced |
| Oppenheimer Asset Management Inc. | 2,227 | $3.07M | 0.04% | −693−23.7% | Reduced |
| Occudo Quantitative Strategies LP | 1,669 | $3.07M | 0.17% | +1,669 | New |
| Vestcor Inc | 2,234 | $3.08M | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 2,251 | $3.10M | 0.04% | +860+61.8% | Added |
| Evoke Wealth, LLC | 2,281 | $3.15M | 0.06% | +199+9.6% | Added |
| Intech Investment Management LLC | 2,292 | $3.16M | 0.03% | −4,318−65.3% | Reduced |
| Shaker Investments LLC | 2,295 | $3.16M | 1.44% | −192−7.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,328 | $3.21M | 0.02% | +407+21.2% | Added |
| Plato Investment Management Ltd | 2,327 | $3.21M | 0.22% | +147+6.7% | Added |
| Armistice Capital, LLC | 2,356 | $3.25M | 0.11% | +2,043+652.7% | Added |
| MUFG Securities EMEA plc | 2,443 | $3.37M | 0.05% | +1,000+69.3% | Added |
| Sivia Capital Partners, LLC | 2,502 | $3.45M | 0.67% | +385+18.2% | Added |
| New Age Alpha Advisors, LLC | 2,545 | $3.51M | 0.16% | +330+14.9% | Added |
| Secure Asset Management, LLC | 2,551 | $3.52M | 0.56% | −1,824−41.7% | Reduced |
| Omers Administration Corp | 2,552 | $3.52M | 0.02% | +474+22.8% | Added |
| Sumitomo Life Insurance Co | 2,553 | $3.52M | 0.08% | +564+28.4% | Added |
| Rafferty Asset Management, LLC | 2,562 | $3.53M | 0.01% | −571−18.2% | Reduced |
| Genus Capital Management Inc. | 2,563 | $3.53M | 0.41% | +2,563 | New |
| Assetmark, Inc | 2,577 | $3.55M | 0.01% | −76−2.9% | Reduced |
| Ethic Inc. | 2,587 | $3.57M | 0.06% | +910+54.3% | Added |
| Kennedy Capital Management, Inc. | 2,594 | $3.58M | 0.08% | −5,217−66.8% | Reduced |
| Level Four Advisory Services, LLC | 2,599 | $3.59M | 0.12% | +303+13.2% | Added |
| Crestwood Advisors Group LLC | 2,602 | $3.59M | 0.06% | +2,602 | New |
| Abn Amro Investment Solutions | 2,611 | $3.60M | 0.05% | +146+5.9% | Added |
| Union Bancaire Privee, UBP SA | 3,583 | $3.65M | 0.07% | +573+19.0% | Added |
| Dedeker Financial LLC | 2,667 | $3.68M | 3.20% | +29+1.1% | Added |
| Thrivent Financial for Lutherans | 2,707 | $3.69M | 0.01% | +535+24.6% | Added |
| Commerce Bank | 2,677 | $3.69M | 0.02% | +1,568+141.4% | Added |
| Warren Averett Asset Management, LLC | 2,685 | $3.70M | 0.03% | +225+9.1% | Added |
| Gulf International Bank (UK) Ltd | 2,736 | $3.77M | 0.08% | +1,230+81.7% | Added |
| Axq Capital, LP | 2,741 | $3.78M | 0.49% | +2,372+642.8% | Added |
| iA Global Asset Management Inc. | 2,745 | $3.79M | 0.05% | +2,745 | New |
| Chicago Partners Investment Group LLC | 2,207 | $3.81M | 0.09% | +703+46.7% | Added |
| Wealthfront Advisers LLC | 2,766 | $3.81M | 0.01% | +2,467+825.1% | Added |
| Lifestyle Asset Management, Inc. | 2,775 | $3.83M | 1.25% | −271−8.9% | Reduced |
| RFG Advisory, LLC | 2,818 | $3.89M | 0.07% | −264−8.6% | Reduced |
| Richard Bernstein Advisors LLC | 2,845 | $3.92M | 0.11% | +2,845 | New |
| Benchmark Investment Advisors LLC | 2,857 | $3.94M | 2.29% | +2,857 | New |
| Teachers Retirement System of the State of Kentucky | 2,878 | $3.97M | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,896 | $3.99M | 0.14% | +2,896 | New |
| Bull Harbor Capital LLC | 2,896 | $3.99M | 1.07% | +2,896 | New |
| Sequoia Financial Advisors, LLC | 2,900 | $4.00M | 0.02% | −217−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 2,930 | $4.04M | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 2,932 | $4.04M | 0.02% | −10.0% | Reduced |
| Evergreen Capital Management LLC | 2,942 | $4.06M | 0.09% | −399−11.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,862 | $4.07M | 0.01% | +2,846+17,787.5% | Added |
| Allworth Financial LP | 2,950 | $4.07M | 0.02% | −582−16.5% | Reduced |
| Sidoxia Capital Management, LLC | 2,952 | $4.07M | 3.51% | +2,952 | New |
| Hunter Associates Investment Management LLC | 2,988 | $4.12M | 0.55% | −476−13.7% | Reduced |
| Advisory Services Network, LLC | 3,060 | $4.22M | 0.06% | −261−7.9% | Reduced |
| Prospera Financial Services Inc | 3,120 | $4.30M | 0.07% | +2,729+698.0% | Added |
| Cardinal Point Capital Management, ULC | 3,145 | $4.34M | 0.27% | −1,252−28.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,149 | $4.34M | 0.18% | +1,623+106.4% | Added |
| Stansberry Asset Management, LLC | 3,150 | $4.34M | 0.45% | −2,736−46.5% | Reduced |
| HB Wealth Management, LLC | 3,173 | $4.38M | 0.03% | +623+24.4% | Added |