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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 13,924 | $19.2M | 0.06% | +1,567+12.7% | Added |
| Swiss Life Asset Management Ltd | 13,793 | $19.0M | 0.09% | +515+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 13,778 | $19.0M | 0.44% | +13,357+3,172.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,646 | $18.8M | 0.05% | +2,610+23.6% | Added |
| Public Employees Retirement System of Ohio | 13,505 | $18.6M | 0.06% | −852−5.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $17.9M | 0.15% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 13,000 | $17.9M | 11.90% | −3,000−18.8% | Reduced |
| State of Tennessee, Treasury Department | 12,995 | $17.9M | 0.06% | +551+4.4% | Added |
| Tredje AP-fonden | 12,917 | $17.8M | 0.10% | +12,917 | New |
| Quantinno Capital Management LP | 12,879 | $17.8M | 0.03% | +2,106+19.5% | Added |
| DekaBank Deutsche Girozentrale | 12,523 | $17.6M | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 12,682 | $17.5M | 0.13% | −7,097−35.9% | Reduced |
| Nisa Investment Advisors, LLC | 12,298 | $17.0M | 0.06% | +64+0.5% | Added |
| Nordea Investment Management AB | 12,685 | $16.8M | 0.02% | +9,074+251.3% | Added |
| Nomura Asset Management Co Ltd | 12,132 | $16.7M | 0.04% | +334+2.8% | Added |
| State of New Jersey Common Pension Fund D | 12,100 | $16.7M | 0.06% | +107+0.9% | Added |
| Natixis Advisors, L.P. | 12,093 | $16.7M | 0.02% | +1,345+12.5% | Added |
| Cowa, LLC | 12,014 | $16.6M | 4.47% | −1,695−12.4% | Reduced |
| Goodlander Investment Management, LLC | 12,000 | $16.5M | 5.72% | +12,000 | New |
| Soros Capital Management LLC | 11,823 | $16.3M | 7.09% | +5,563+88.9% | Added |
| Alyeska Investment Group, L.P. | 11,819 | $16.3M | 0.05% | +11,819 | New |
| VestGen Advisors, LLC | 8,010 | $16.2M | 0.45% | +559+7.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,530 | $15.9M | 0.08% | −71−0.6% | Reduced |
| Moran Wealth Management, LLC | 11,354 | $15.7M | 0.48% | −17,003−60.0% | Reduced |
| DnB Asset Management AS | 11,325 | $15.6M | 0.06% | +1,229+12.2% | Added |
| La Banque Postale Asset Management SA | 10,855 | $15.0M | 0.20% | +10,855 | New |
| Resona Asset Management Co.,Ltd. | 10,937 | $14.9M | 0.07% | +199+1.9% | Added |
| Waratah Capital Advisors Ltd. | 10,729 | $14.8M | 1.33% | −19,432−64.4% | Reduced |
| Investment Management Corp of Ontario | 10,478 | $14.4M | 0.19% | +8,064+334.1% | Added |
| CIBC Bancorp USA Inc. | 10,296 | $14.2M | 0.02% | +10,296 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 10,286 | $14.2M | 0.14% | +170+1.7% | Added |
| Thames Capital Management LLC | 10,109 | $13.9M | 2.50% | +836+9.0% | Added |
| Baird Financial Group, Inc. | 10,101 | $13.9M | 0.02% | +4,612+84.0% | Added |
| Summit Partners Public Asset Management, LLC | 10,000 | $13.8M | 0.64% | −10,000−50.0% | Reduced |
| State of Michigan Retirement System | 10,000 | $13.8M | 0.07% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 9,899 | $13.7M | 0.05% | −13−0.1% | Reduced |
| MetLife Investment Management | 9,790 | $13.5M | 0.07% | −320−3.2% | Reduced |
| Natixis | 9,754 | $13.5M | 0.05% | +1,648+20.3% | Added |
| Verition Fund Management LLC | 9,589 | $13.2M | 0.13% | −10,955−53.3% | Reduced |
| Arizona State Retirement System | 9,585 | $13.2M | 0.08% | −82−0.8% | Reduced |
| Czech National Bank | 9,585 | $13.2M | 0.09% | +327+3.5% | Added |
| JGP Wealth Management, LLC | 9,504 | $13.1M | 1.36% | +134+1.4% | Added |
| Xponance, Inc. | 9,416 | $13.0M | 0.09% | +818+9.5% | Added |
| Jones Financial Companies LLLP | 9,165 | $12.5M | 0.01% | +6,393+230.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,011 | $12.4M | 0.36% | −513−5.4% | Reduced |
| Susquehanna International Group, LLP | 8,972 | $12.4M | 0.02% | −10,497−53.9% | Reduced |
| CBOE Vest Financial, LLC | 8,840 | $12.2M | 0.15% | −1,725−16.3% | Reduced |
| Whittier Trust Co | 8,458 | $12.1M | 0.14% | +8,458 | New |
| Transamerica Financial Advisors, Inc. | 8,788 | $12.1M | 1.03% | −498−5.4% | Reduced |
| Van Eck Associates Corp | 8,755 | $12.1M | 0.01% | +206+2.4% | Added |
| California First Leasing Corp | 8,720 | $12.0M | 3.85% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 8,807 | $12.0M | 0.20% | +464+5.6% | Added |
| Vinva Investment Management Ltd | 9,357 | $11.9M | 0.15% | +4,010+75.0% | Added |
| CIBC Asset Management Inc | 8,538 | $11.8M | 0.03% | +224+2.7% | Added |
| Walleye Capital LLC | 8,479 | $11.7M | 0.07% | +8,121+2,268.4% | Added |
| Engle Capital Management, L.P. | 8,400 | $11.6M | 3.95% | +900+12.0% | Added |
| Two Sigma Investments, LP | 8,394 | $11.6M | 0.01% | +4,815+134.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,198 | $11.3M | 0.06% | +12+0.1% | Added |
| Advisors Asset Management, Inc. | 8,196 | $11.3M | 0.19% | +393+5.0% | Added |
| Pathstone Holdings, LLC | 8,101 | $11.2M | 0.04% | +20.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 7,963 | $11.0M | 0.06% | +7,963 | New |
| Aquatic Capital Management LLC | 7,947 | $11.0M | 0.31% | +1,912+31.7% | Added |
| Neumeier Poma Investment Counsel LLC | 7,661 | $10.6M | 0.87% | −6,940−47.5% | Reduced |
| Amalgamated Bank | 7,599 | $10.5M | 0.08% | −284−3.6% | Reduced |
| HighTower Advisors, LLC | 7,555 | $10.5M | 0.01% | +144+1.9% | Added |
| Lighthouse Investment Partners, LLC | 7,594 | $10.5M | 0.39% | −14,404−65.5% | Reduced |
| Dividend Assets Capital, LLC | 7,566 | $10.4M | 2.08% | −3,268−30.2% | Reduced |
| Banco Santander, S.A. | 7,535 | $10.4M | 0.08% | +642+9.3% | Added |
| Janney Montgomery Scott LLC | 7,533 | $10.4M | 0.03% | +822+12.2% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 7,525 | $10.4M | 0.16% | +7,525 | New |
| Diversify Wealth Management, LLC | 5,994 | $10.3M | 0.18% | +1,164+24.1% | Added |
| Ci Investments Inc. | 7,467 | $10.3M | 0.05% | −3,933−34.5% | Reduced |
| Prudential PLC | 7,444 | $10.3M | 0.08% | +27+0.4% | Added |
| Huntleigh Advisors, Inc. | 7,443 | $10.3M | 1.75% | +648+9.5% | Added |
| IFM Investors Pty Ltd | 7,387 | $10.2M | 0.08% | +7,387 | New |
| Jump Financial, LLC | 7,333 | $10.1M | 0.15% | +7,108+3,159.1% | Added |
| AdvisorShares Investments LLC | 7,282 | $10.0M | 1.83% | −801−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,280 | $10.0M | 0.03% | +1,104+17.9% | Added |
| Hedeker Wealth, LLC | 7,129 | $9.83M | 2.08% | −6−0.1% | Reduced |
| Engineers Gate Manager LP | 7,049 | $9.72M | 0.12% | +4,023+132.9% | Added |
| Benchstone Capital Management LP | 6,996 | $9.65M | 1.12% | +6,996 | New |
| Argent Capital Management LLC | 6,985 | $9.63M | 0.30% | +1,202+20.8% | Added |
| South Dakota Investment Council | 6,930 | $9.56M | 0.18% | −3,647−34.5% | Reduced |
| Woodline Partners LP | 6,897 | $9.51M | 0.04% | +891+14.8% | Added |
| Aventail Capital Group, LP | 6,842 | $9.44M | 0.46% | −31−0.5% | Reduced |
| Merit Financial Group, LLC | 6,819 | $9.40M | 0.07% | +873+14.7% | Added |
| Kornitzer Capital Management Inc | 6,800 | $9.38M | 0.20% | −3,800−35.8% | Reduced |
| Illinois Municipal Retirement Fund | 6,797 | $9.37M | 0.12% | +384+6.0% | Added |
| Peregrine Asset Advisers, Inc. | 6,783 | $9.35M | 2.52% | −647−8.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 6,595 | $9.09M | 0.07% | +6,595 | New |
| Brown Advisory Inc | 6,582 | $9.08M | 0.01% | −75−1.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,556 | $9.04M | 1.55% | −1,184−15.3% | Reduced |
| Independent Advisor Alliance | 6,503 | $8.97M | 0.10% | +439+7.2% | Added |
| Penobscot Investment Management Company, Inc. | 6,498 | $8.96M | 0.70% | +343+5.6% | Added |
| Entropy Technologies, LP | 6,454 | $8.90M | 0.41% | +2,049+46.5% | Added |
| Spire Wealth Management | 6,450 | $8.89M | 0.30% | +1,060+19.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 6,444 | $8.89M | 1.86% | −230−3.4% | Reduced |
| Private Advisor Group, LLC | 6,240 | $8.61M | 0.04% | −1,512−19.5% | Reduced |
| Kestra Advisory Services, LLC | 6,221 | $8.58M | 0.03% | +534+9.4% | Added |
| Commonwealth Equity Services, LLC | 6,116 | $8.43M | 0.01% | +750+14.0% | Added |