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 |
|---|---|---|---|---|---|
| Davis R M Inc | 276 | $380.6K | 0.01% | −5−1.8% | Reduced |
| Symmetry Partners, LLC | 276 | $380.6K | 0.02% | +2+0.7% | Added |
| Greenspring Advisors, LLC | 275 | $379.2K | 0.02% | −24−8.0% | Reduced |
| Investment Research Partners LLC | 275 | $379.2K | 0.15% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 273 | $376.2K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 272 | $375.0K | 0.01% | −2−0.7% | Reduced |
| Twin Tree Management, LP | 271 | $373.7K | 0.08% | +25+10.2% | Added |
| Darden Wealth Group Inc | 270 | $372.3K | 0.19% | +50+22.7% | Added |
| Old National Bancorp | 269 | $370.9K | 0.01% | −2−0.7% | Reduced |
| C M Bidwell & Associates Ltd | 269 | $370.9K | 0.17% | −1−0.4% | Reduced |
| LifeGoal Wealth Advisors | 258 | $368.6K | 0.21% | +258 | New |
| Affinity Capital Advisors, LLC | 267 | $368.2K | 0.05% | +28+11.7% | Added |
| Angeles Wealth Management, LLC | 267 | $368.2K | 0.02% | +41+18.1% | Added |
| One Wealth Capital Management, LLC | 212 | $364.5K | 0.16% | −96−31.2% | Reduced |
| Optimize Financial Inc | 264 | $364.1K | 0.18% | −187−41.5% | Reduced |
| Morris Financial Concepts, Inc. | 264 | $364.1K | 0.12% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 263 | $363.0K | 0.04% | +59+28.9% | Added |
| D.A. Davidson & Co. | 259 | $357.2K | 0.00% | −16−5.8% | Reduced |
| Quarry LP | 254 | $350.3K | 0.07% | +223+719.4% | Added |
| Flagship Harbor Advisors, LLC | 254 | $349.7K | 0.02% | −486−65.7% | Reduced |
| Scotia Capital Inc. | 251 | $346.1K | 0.00% | −74−22.8% | Reduced |
| Legato Capital Management LLC | 251 | $346.1K | 0.03% | −124−33.1% | Reduced |
| Avail Investment Partners, LLC | 250 | $345.0K | 0.37% | +250 | New |
| Bey-Douglas LLC | 250 | $344.8K | 0.30% | +250 | New |
| Silver Coast Investments LLC | 248 | $342.0K | 0.11% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 247 | $340.6K | 0.01% | +247 | New |
| Financial Advisory Service, Inc. | 245 | $337.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 243 | $335.1K | 0.01% | −78−24.3% | Reduced |
| Reliant Investment Partners, LLC | 241 | $332.3K | 0.28% | +241 | New |
| Centaurus Financial, Inc. | 240 | $331.0K | 0.02% | −1,911−88.8% | Reduced |
| Five Oceans Advisors | 240 | $331.0K | 0.12% | +1+0.4% | Added |
| Coston, McIsaac & Partners | 239 | $329.0K | 0.07% | +7+3.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 238 | $328.2K | 0.09% | +238 | New |
| Ellevest, Inc. | 237 | $326.8K | 0.05% | +10+4.4% | Added |
| TABR Capital Management, LLC | 233 | $321.4K | 0.30% | +233 | New |
| VisionPoint Advisory Group, LLC | 233 | $321.3K | 0.06% | −161−40.9% | Reduced |
| Family Wealth Group, LLC | 231 | $318.7K | 0.20% | +231 | New |
| Glenview Trust Co | 231 | $318.5K | 0.01% | −99−30.0% | Reduced |
| Net Worth Advisory Group | 230 | $316.6K | 0.07% | −299−56.5% | Reduced |
| Massachusetts Financial Services Co | 228 | $314.4K | 0.00% | +228 | New |
| Banque Transatlantique SA | 226 | $311.8K | 0.01% | −340−60.1% | Reduced |
| Counterpoint Mutual Funds LLC | 225 | $310.3K | 0.05% | −312−58.1% | Reduced |
| GTS Securities LLC | 224 | $308.9K | 0.01% | −243−52.0% | Reduced |
| Autumn Glory Partners, LLC | 221 | $304.8K | 0.11% | +3+1.4% | Added |
| Cogent Strategic Wealth LLC | 221 | $304.8K | 0.31% | +221 | New |
| Ostrum Asset Management | 219 | $302.0K | 0.02% | +3+1.4% | Added |
| Stephens Inc | 219 | $302.0K | 0.00% | +219 | New |
| Phillips Wealth Planners LLC | 148 | $300.9K | 0.23% | +148 | New |
| Moss Adams Wealth Advisors LLC | 212 | $292.4K | 0.02% | +212 | New |
| Fidelis Capital Partners, LLC | 212 | $292.3K | 0.02% | −24−10.2% | Reduced |
| Ponta Wealth Partners, LLC | 209 | $288.2K | 0.23% | +209 | New |
| Sagewood Asset Management LP | 208 | $286.8K | 0.09% | +208 | New |
| Procyon Private Wealth Partners, LLC | 207 | $285.5K | 0.01% | −30−12.7% | Reduced |
| Prosperity Financial Group, Inc. | 205 | $282.7K | 0.10% | +205 | New |
| Caitlin John, LLC | 203 | $279.9K | 0.17% | −320−61.2% | Reduced |
| Valeo Financial Advisors, LLC | 201 | $277.2K | 0.01% | +201 | New |
| Westmount Partners, LLC | 200 | $276.3K | 0.07% | +200 | New |
| Spears Abacus Advisors LLC | 199 | $274.4K | 0.01% | −61−23.5% | Reduced |
| Insigneo Advisory Services, LLC | 199 | $274.4K | 0.02% | +199 | New |
| Fukoku Mutual Life Insurance Co | 197 | $271.7K | 0.02% | −18−8.4% | Reduced |
| Massmutual Trust Co FSB | 197 | $271.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 196 | $270.3K | 0.02% | −8−3.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 196 | $270.3K | 0.02% | +196 | New |
| Keynote Financial Services LLC | 194 | $267.5K | 0.14% | −91−31.9% | Reduced |
| Tudor Investment Corp Et Al | 193 | $266.1K | 0.00% | +193 | New |
| Shelton Capital Management | 193 | $266.1K | 0.01% | +193 | New |
| West Family Investments, Inc. | 193 | $266.1K | 0.09% | +193 | New |
| City Center Advisors, LLC | 192 | $264.8K | 0.24% | +192 | New |
| Everpar Advisors LLC | 192 | $264.8K | 0.09% | +192 | New |
| Dynamic Advisor Solutions LLC | 191 | $263.4K | 0.01% | +191 | New |
| Buckhead Capital Management LLC | 190 | $262.0K | 0.10% | +190 | New |
| J. Team Financial, Inc. | 190 | $261.6K | 0.29% | −51−21.2% | Reduced |
| Palladiem, LLC | 165 | $260.4K | 0.25% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 188 | $259.3K | 0.04% | +188 | New |
| Colonial River Wealth Management, LLC | 188 | $259.3K | 0.09% | +188 | New |
| Snowwater Investment Partners, LLC | 188 | $259.3K | 0.24% | +188 | New |
| BlueSky Wealth Advisors, LLC | 187 | $257.9K | 0.03% | +187 | New |
| International Assets Investment Management, LLC | 180 | $257.1K | 0.02% | −56−23.7% | Reduced |
| Simplicity Wealth,LLC | 186 | $256.5K | 0.01% | +186 | New |
| F/M Investments LLC | 188 | $256.1K | 0.02% | −441−70.1% | Reduced |
| Arcus Capital Partners, LLC | 185 | $255.1K | 0.09% | −183−49.7% | Reduced |
| Claro Advisors LLC | 185 | $255.1K | 0.03% | +185 | New |
| Causeway Capital Management LLC | 184 | $253.7K | 0.00% | −59−24.3% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 184 | $253.7K | 0.04% | +184 | New |
| Fielder Capital Group LLC | 183 | $252.4K | 0.05% | +183 | New |
| Twin Capital Management Inc | 182 | $251.0K | 0.03% | +182 | New |
| Mirabella Financial Services LLP | 179 | $246.8K | 0.02% | +179 | New |
| Keybank National Association | 176 | $242.7K | 0.00% | +176 | New |
| Bellecapital International Ltd. | 175 | $241.3K | 0.04% | −212−54.8% | Reduced |
| Coastal Bridge Advisors, LLC | 175 | $241.3K | 0.02% | −55−23.9% | Reduced |
| Credit Capital Investments LLC | 175 | $241.3K | 0.22% | +175 | New |
| Forefront Wealth Partners, LLC | 174 | $240.1K | 0.10% | +174 | New |
| Keudell/Morrison Wealth Management | 174 | $239.9K | 0.05% | +174 | New |
| Maia Wealth LLC | 173 | $238.6K | 0.04% | −1−0.6% | Reduced |
| Markin Volterra Fund LP | 172 | $237.2K | 2.21% | +172 | New |
| Measured Wealth Private Client Group, LLC | 170 | $234.4K | 0.06% | −71−29.5% | Reduced |
| Lake Hills Wealth Management, LLC | 170 | $234.4K | 0.13% | +170 | New |
| David J Yvars Group | 170 | $234.4K | 0.13% | +170 | New |
| Avid Wealth Partners LLC | 170 | $234.4K | 0.11% | +170 | New |
| Basecamp Wealth Advisors LLC | 167 | $230.3K | 0.05% | +37+28.5% | Added |