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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 6,106 | $8.42M | 0.03% | +4,255+229.9% | Added |
| Scalar Gauge Management, LLC | 6,100 | $8.41M | 8.11% | +6,100 | New |
| Anderson Hoagland & Co | 6,073 | $8.37M | 0.72% | −379−5.9% | Reduced |
| Buckingham Strategic Partners | 6,057 | $8.35M | 0.08% | +738+13.9% | Added |
| Prosperitas Financial LLC | 6,035 | $8.32M | 3.10% | −228−3.6% | Reduced |
| Monument Capital Management | 6,032 | $8.32M | 2.08% | −262−4.2% | Reduced |
| Jain Global LLC | 5,989 | $8.26M | 0.11% | −15,922−72.7% | Reduced |
| Moore Capital Management, LP | 5,938 | $8.19M | 0.30% | +5,938 | New |
| Balyasny Asset Management LLC | 5,928 | $8.17M | 0.02% | −2,041−25.6% | Reduced |
| Freedom Day Solutions, LLC | 5,927 | $8.17M | 2.19% | −1,143−16.2% | Reduced |
| Avanza Fonder AB | 5,913 | $8.15M | 0.23% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,830 | $8.04M | 0.11% | −319−5.2% | Reduced |
| Zacks Investment Management | 5,767 | $7.95M | 0.06% | −785−12.0% | Reduced |
| Public Sector Pension Investment Board | 5,672 | $7.82M | 0.02% | +1,112+24.4% | Added |
| HRT Financial LP | 5,659 | $7.80M | 0.02% | +5,659 | New |
| Utah Retirement Systems | 5,655 | $7.80M | 0.08% | −86−1.5% | Reduced |
| VMS Asset Management Limited | 5,603 | $7.73M | 4.72% | +2,593+86.1% | Added |
| CI Private Wealth, LLC | 5,612 | $7.69M | 0.01% | +2,830+101.7% | Added |
| Oak Harvest Investment Services | 5,573 | $7.69M | 0.80% | −626−10.1% | Reduced |
| Hel Ved Capital Management Ltd | 5,570 | $7.68M | 1.33% | +5,570 | New |
| NWK Group, Inc. | 5,480 | $7.56M | 2.90% | +3,718+211.0% | Added |
| Mutual of America Capital Management LLC | 5,477 | $7.55M | 0.09% | −43−0.8% | Reduced |
| Brighton Jones LLC | 5,473 | $7.55M | 0.17% | +5,473 | New |
| Insight Wealth Strategies, LLC | 5,437 | $7.50M | 0.84% | −185−3.3% | Reduced |
| Night Squared LP | 5,400 | $7.45M | 1.09% | +5,400 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 5,351 | $7.38M | 0.35% | −1,064−16.6% | Reduced |
| Quadrature Capital Ltd | 5,318 | $7.33M | 0.09% | −4,714−47.0% | Reduced |
| Schwartz Investment Counsel Inc | 5,300 | $7.31M | 0.26% | −1,300−19.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,263 | $7.26M | 0.06% | +1,558+42.1% | Added |
| Mawer Investment Management Ltd. | 5,196 | $7.17M | 0.05% | −1,301−20.0% | Reduced |
| Voloridge Investment Management, LLC | 5,187 | $7.15M | 0.03% | +5,187 | New |
| Consolidated Planning Corp | 5,167 | $7.13M | 1.16% | −5,888−53.3% | Reduced |
| Brinker Capital Investments, LLC | 5,156 | $7.11M | 0.06% | −2,300−30.8% | Reduced |
| Horizon Investment Services, LLC | 5,143 | $7.09M | 2.47% | −379−6.9% | Reduced |
| Cim, LLC | 5,116 | $7.06M | 1.02% | −2,858−35.8% | Reduced |
| Ritholtz Wealth Management | 5,067 | $6.99M | 0.12% | +344+7.3% | Added |
| Standard Life Aberdeen plc | 5,031 | $6.94M | 0.01% | +2,817+127.2% | Added |
| ProShare Advisors LLC | 5,022 | $6.93M | 0.01% | −1,488−22.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,996 | $6.89M | 0.10% | −736−12.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,976 | $6.86M | 0.02% | +758+18.0% | Added |
| GWM Advisors LLC | 4,964 | $6.85M | 0.02% | +340+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,963 | $6.84M | 0.23% | +854+20.8% | Added |
| Diversified Trust Co | 4,942 | $6.81M | 0.13% | −467−8.6% | Reduced |
| 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 |
| Fifth Third Bancorp | 4,905 | $6.76M | 0.01% | +3,236+193.9% | Added |
| New York Life Investment Management LLC | 4,892 | $6.75M | 0.06% | +63+1.3% | Added |
| British Columbia Investment Management Corp | 4,861 | $6.70M | 0.04% | −1,399−22.3% | Reduced |
| Davidson Capital Management Inc. | 4,826 | $6.66M | 1.21% | −2,182−31.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 4,827 | $6.62M | 0.02% | +865+21.8% | Added |
| NEOS Investment Management LLC | 4,782 | $6.59M | 0.03% | +639+15.4% | Added |
| JustInvest LLC | 4,778 | $6.59M | 0.06% | −102−2.1% | Reduced |
| Nissay Asset Management Corp | 4,710 | $6.50M | 0.03% | +75+1.6% | Added |
| Triasima Portfolio Management inc. | 4,639 | $6.40M | 0.97% | +520+12.6% | Added |
| Sanctuary Advisors, LLC | 4,629 | $6.38M | 0.03% | −1,162−20.1% | Reduced |
| PEAK6 LLC | 4,613 | $6.36M | 0.18% | +4,613 | New |
| US Bancorp | 4,571 | $6.30M | 0.01% | +120+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 4,308 | $6.18M | 0.13% | +4,298+42,980.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,767 | $6.12M | 0.02% | −781−14.1% | Reduced |
| MML Investors Services, LLC | 4,381 | $6.04M | 0.02% | −716−14.0% | Reduced |
| Premier Fund Managers Ltd | 4,750 | $6.04M | 0.43% | +4,750 | New |
| Mitchell Capital Management Co | 4,329 | $5.97M | 1.10% | +4,329 | New |
| EP Wealth Advisors, LLC | 4,323 | $5.96M | 0.03% | +3,050+239.6% | Added |
| Pinebridge Investments LLC | 4,304 | $5.94M | 0.05% | +3,888+934.6% | Added |
| Krilogy Financial LLC | 3,625 | $5.82M | 0.19% | +145+4.2% | Added |
| CWM Advisors, LLC | 4,197 | $5.79M | 0.34% | +1,785+74.0% | Added |
| Geneva Partners, LLC | 4,186 | $5.77M | 2.77% | +1,451+53.1% | Added |
| Farther Finance Advisors, LLC | 4,030 | $5.76M | 0.05% | +183+4.8% | Added |
| Vident Advisory, LLC | 4,175 | $5.76M | 0.05% | −1,858−30.8% | Reduced |
| Atria Investments LLC | 4,139 | $5.71M | 0.06% | −446−9.7% | Reduced |
| Oddo BHF Asset Management SAS | 4,138 | $5.71M | 0.22% | +4,138 | New |
| UniSuper Management Pty Ltd | 4,123 | $5.69M | 0.04% | +533+14.8% | Added |
| The PNC Financial Services Group, Inc. | 4,072 | $5.62M | 0.00% | +383+10.4% | Added |
| Bank of Nova Scotia | 4,064 | $5.60M | 0.01% | −580−12.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,031 | $5.56M | 0.07% | +31+0.8% | Added |
| Linden Thomas Advisory Services, LLC | 4,023 | $5.55M | 0.53% | +1,968+95.8% | Added |
| 4D Advisors, LLC | 4,000 | $5.52M | 3.50% | −1,000−20.0% | Reduced |
| Aubrey Capital Management Ltd | 4,000 | $5.52M | 2.96% | −1,600−28.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,973 | $5.48M | 0.05% | −710−15.2% | Reduced |
| Laurion Capital Management LP | 3,960 | $5.46M | 0.51% | +3,960 | New |
| M&T Bank Corp | 3,939 | $5.43M | 0.02% | −146−3.6% | Reduced |
| Meeder Asset Management Inc | 3,935 | $5.43M | 0.31% | −5−0.1% | Reduced |
| Havemeyer Place LP | 3,885 | $5.36M | 0.62% | +3,673+1,732.5% | Added |
| Hancock Whitney Corp | 2,870 | $5.28M | 0.09% | +27+0.9% | Added |
| PDT Partners, LLC | 3,818 | $5.26M | 0.31% | −1,700−30.8% | Reduced |
| Park Avenue Securities LLC | 3,752 | $5.17M | 0.04% | +223+6.3% | Added |
| Marietta Investment Partners LLC | 3,739 | $5.16M | 1.03% | −10−0.3% | Reduced |
| Allstate Corp | 3,722 | $5.13M | 0.05% | +1,086+41.2% | Added |
| Quadrant Capital Group LLC | 3,708 | $5.11M | 0.15% | +5+0.1% | Added |
| Bellwether Advisors, LLC | 3,655 | $5.04M | 0.85% | +3,655 | New |
| State of Alaska, Department of Revenue | 3,616 | $4.99M | 0.05% | +90+2.6% | Added |
| Yousif Capital Management, LLC | 3,517 | $4.85M | 0.06% | −122−3.4% | Reduced |
| LGT Group Foundation | 3,504 | $4.83M | 0.06% | +2,625+298.6% | Added |
| Essential Partners LLC | 3,467 | $4.78M | 1.61% | −4−0.1% | Reduced |
| ASR Vermogensbeheer N.V. | 3,464 | $4.78M | 0.06% | +664+23.7% | Added |
| Jane Street Group, LLC | 3,463 | $4.78M | 0.01% | +706+25.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,442 | $4.75M | 0.01% | −1,708−33.2% | Reduced |
| Patton Fund Management, Inc. | 3,410 | $4.70M | 0.80% | +3,160+1,264.0% | Added |
| Callan Family Office, LLC | 3,406 | $4.70M | 0.11% | −12−0.4% | Reduced |
| Blackhawk Capital Partners LLC. | 3,384 | $4.67M | 1.71% | +174+5.4% | Added |