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 |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 3,210 | $4.43M | 3.70% | −290−8.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,240 | $4.47M | 0.01% | −569−14.9% | Reduced |
| Strategic Global Advisors, LLC | 3,295 | $4.54M | 0.73% | −82−2.4% | Reduced |
| Horizon Investments, LLC | 3,345 | $4.61M | 0.05% | −13,344−80.0% | Reduced |
| Motley Fool Asset Management LLC | 3,345 | $4.61M | 0.20% | +2,792+504.9% | Added |
| Blackhawk Capital Partners LLC. | 3,384 | $4.67M | 1.71% | +174+5.4% | Added |
| Callan Family Office, LLC | 3,406 | $4.70M | 0.11% | −12−0.4% | Reduced |
| Patton Fund Management, Inc. | 3,410 | $4.70M | 0.80% | +3,160+1,264.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,442 | $4.75M | 0.01% | −1,708−33.2% | Reduced |
| Jane Street Group, LLC | 3,463 | $4.78M | 0.01% | +706+25.6% | Added |
| ASR Vermogensbeheer N.V. | 3,464 | $4.78M | 0.06% | +664+23.7% | Added |
| Essential Partners LLC | 3,467 | $4.78M | 1.61% | −4−0.1% | Reduced |
| LGT Group Foundation | 3,504 | $4.83M | 0.06% | +2,625+298.6% | Added |
| Yousif Capital Management, LLC | 3,517 | $4.85M | 0.06% | −122−3.4% | Reduced |
| State of Alaska, Department of Revenue | 3,616 | $4.99M | 0.05% | +90+2.6% | Added |
| Bellwether Advisors, LLC | 3,655 | $5.04M | 0.85% | +3,655 | New |
| Quadrant Capital Group LLC | 3,708 | $5.11M | 0.15% | +5+0.1% | Added |
| Allstate Corp | 3,722 | $5.13M | 0.05% | +1,086+41.2% | Added |
| Marietta Investment Partners LLC | 3,739 | $5.16M | 1.03% | −10−0.3% | Reduced |
| Park Avenue Securities LLC | 3,752 | $5.17M | 0.04% | +223+6.3% | Added |
| PDT Partners, LLC | 3,818 | $5.26M | 0.31% | −1,700−30.8% | Reduced |
| Hancock Whitney Corp | 2,870 | $5.28M | 0.09% | +27+0.9% | Added |
| Havemeyer Place LP | 3,885 | $5.36M | 0.62% | +3,673+1,732.5% | Added |
| Meeder Asset Management Inc | 3,935 | $5.43M | 0.31% | −5−0.1% | Reduced |
| M&T Bank Corp | 3,939 | $5.43M | 0.02% | −146−3.6% | Reduced |
| Laurion Capital Management LP | 3,960 | $5.46M | 0.51% | +3,960 | New |
| B. Metzler seel. Sohn & Co. AG | 3,973 | $5.48M | 0.05% | −710−15.2% | Reduced |
| Aubrey Capital Management Ltd | 4,000 | $5.52M | 2.96% | −1,600−28.6% | Reduced |
| 4D Advisors, LLC | 4,000 | $5.52M | 3.50% | −1,000−20.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,023 | $5.55M | 0.53% | +1,968+95.8% | Added |
| Oregon Public Employees Retirement Fund | 4,031 | $5.56M | 0.07% | +31+0.8% | Added |
| Bank of Nova Scotia | 4,064 | $5.60M | 0.01% | −580−12.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,072 | $5.62M | 0.00% | +383+10.4% | Added |
| UniSuper Management Pty Ltd | 4,123 | $5.69M | 0.04% | +533+14.8% | Added |
| Oddo BHF Asset Management SAS | 4,138 | $5.71M | 0.22% | +4,138 | New |
| Atria Investments LLC | 4,139 | $5.71M | 0.06% | −446−9.7% | Reduced |
| Vident Advisory, LLC | 4,175 | $5.76M | 0.05% | −1,858−30.8% | Reduced |
| Farther Finance Advisors, LLC | 4,030 | $5.76M | 0.05% | +183+4.8% | Added |
| Geneva Partners, LLC | 4,186 | $5.77M | 2.77% | +1,451+53.1% | Added |
| CWM Advisors, LLC | 4,197 | $5.79M | 0.34% | +1,785+74.0% | Added |
| Krilogy Financial LLC | 3,625 | $5.82M | 0.19% | +145+4.2% | Added |
| Pinebridge Investments LLC | 4,304 | $5.94M | 0.05% | +3,888+934.6% | Added |
| EP Wealth Advisors, LLC | 4,323 | $5.96M | 0.03% | +3,050+239.6% | Added |
| Mitchell Capital Management Co | 4,329 | $5.97M | 1.10% | +4,329 | New |
| Premier Fund Managers Ltd | 4,750 | $6.04M | 0.43% | +4,750 | New |
| MML Investors Services, LLC | 4,381 | $6.04M | 0.02% | −716−14.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,767 | $6.12M | 0.02% | −781−14.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,308 | $6.18M | 0.13% | +4,298+42,980.0% | Added |
| US Bancorp | 4,571 | $6.30M | 0.01% | +120+2.7% | Added |
| PEAK6 LLC | 4,613 | $6.36M | 0.18% | +4,613 | New |
| Sanctuary Advisors, LLC | 4,629 | $6.38M | 0.03% | −1,162−20.1% | Reduced |
| Triasima Portfolio Management inc. | 4,639 | $6.40M | 0.97% | +520+12.6% | Added |
| Nissay Asset Management Corp | 4,710 | $6.50M | 0.03% | +75+1.6% | Added |
| JustInvest LLC | 4,778 | $6.59M | 0.06% | −102−2.1% | Reduced |
| NEOS Investment Management LLC | 4,782 | $6.59M | 0.03% | +639+15.4% | Added |
| Eurizon Capital SGR S.p.A. | 4,827 | $6.62M | 0.02% | +865+21.8% | Added |
| Davidson Capital Management Inc. | 4,826 | $6.66M | 1.21% | −2,182−31.1% | Reduced |
| British Columbia Investment Management Corp | 4,861 | $6.70M | 0.04% | −1,399−22.3% | Reduced |
| New York Life Investment Management LLC | 4,892 | $6.75M | 0.06% | +63+1.3% | Added |
| Fifth Third Bancorp | 4,905 | $6.76M | 0.01% | +3,236+193.9% | Added |
| Globeflex Capital L P | 4,938 | $6.81M | 1.03% | +173+3.6% | Added |
| Edgestream Partners, L.P. | 4,938 | $6.81M | 0.22% | +4,938 | New |
| Diversified Trust Co | 4,942 | $6.81M | 0.13% | −467−8.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,963 | $6.84M | 0.23% | +854+20.8% | Added |
| GWM Advisors LLC | 4,964 | $6.85M | 0.02% | +340+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 4,976 | $6.86M | 0.02% | +758+18.0% | Added |
| Crossmark Global Holdings, Inc. | 4,996 | $6.89M | 0.10% | −736−12.8% | Reduced |
| ProShare Advisors LLC | 5,022 | $6.93M | 0.01% | −1,488−22.9% | Reduced |
| Standard Life Aberdeen plc | 5,031 | $6.94M | 0.01% | +2,817+127.2% | Added |
| Ritholtz Wealth Management | 5,067 | $6.99M | 0.12% | +344+7.3% | Added |
| Cim, LLC | 5,116 | $7.06M | 1.02% | −2,858−35.8% | Reduced |
| Horizon Investment Services, LLC | 5,143 | $7.09M | 2.47% | −379−6.9% | Reduced |
| Brinker Capital Investments, LLC | 5,156 | $7.11M | 0.06% | −2,300−30.8% | Reduced |
| Consolidated Planning Corp | 5,167 | $7.13M | 1.16% | −5,888−53.3% | Reduced |
| Voloridge Investment Management, LLC | 5,187 | $7.15M | 0.03% | +5,187 | New |
| Mawer Investment Management Ltd. | 5,196 | $7.17M | 0.05% | −1,301−20.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,263 | $7.26M | 0.06% | +1,558+42.1% | Added |
| Schwartz Investment Counsel Inc | 5,300 | $7.31M | 0.26% | −1,300−19.7% | Reduced |
| Quadrature Capital Ltd | 5,318 | $7.33M | 0.09% | −4,714−47.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 5,351 | $7.38M | 0.35% | −1,064−16.6% | Reduced |
| Night Squared LP | 5,400 | $7.45M | 1.09% | +5,400 | New |
| Insight Wealth Strategies, LLC | 5,437 | $7.50M | 0.84% | −185−3.3% | Reduced |
| Brighton Jones LLC | 5,473 | $7.55M | 0.17% | +5,473 | New |
| Mutual of America Capital Management LLC | 5,477 | $7.55M | 0.09% | −43−0.8% | Reduced |
| NWK Group, Inc. | 5,480 | $7.56M | 2.90% | +3,718+211.0% | Added |
| Hel Ved Capital Management Ltd | 5,570 | $7.68M | 1.33% | +5,570 | New |
| Oak Harvest Investment Services | 5,573 | $7.69M | 0.80% | −626−10.1% | Reduced |
| CI Private Wealth, LLC | 5,612 | $7.69M | 0.01% | +2,830+101.7% | Added |
| VMS Asset Management Limited | 5,603 | $7.73M | 4.72% | +2,593+86.1% | Added |
| Utah Retirement Systems | 5,655 | $7.80M | 0.08% | −86−1.5% | Reduced |
| HRT Financial LP | 5,659 | $7.80M | 0.02% | +5,659 | New |
| Public Sector Pension Investment Board | 5,672 | $7.82M | 0.02% | +1,112+24.4% | Added |
| Zacks Investment Management | 5,767 | $7.95M | 0.06% | −785−12.0% | Reduced |
| Bridges Investment Management Inc | 5,830 | $8.04M | 0.11% | −319−5.2% | Reduced |
| Avanza Fonder AB | 5,913 | $8.15M | 0.23% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,927 | $8.17M | 2.19% | −1,143−16.2% | Reduced |
| Balyasny Asset Management LLC | 5,928 | $8.17M | 0.02% | −2,041−25.6% | Reduced |
| Moore Capital Management, LP | 5,938 | $8.19M | 0.30% | +5,938 | New |
| Jain Global LLC | 5,989 | $8.26M | 0.11% | −15,922−72.7% | Reduced |
| Monument Capital Management | 6,032 | $8.32M | 2.08% | −262−4.2% | Reduced |