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 |
|---|---|---|---|---|---|
| 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 |
| Strategic Global Advisors, LLC | 3,295 | $4.54M | 0.73% | −82−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,240 | $4.47M | 0.01% | −569−14.9% | Reduced |
| Yorktown Management & Research Co Inc | 3,210 | $4.43M | 3.70% | −290−8.3% | Reduced |
| HB Wealth Management, LLC | 3,173 | $4.38M | 0.03% | +623+24.4% | Added |
| Stansberry Asset Management, LLC | 3,150 | $4.34M | 0.45% | −2,736−46.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,149 | $4.34M | 0.18% | +1,623+106.4% | Added |
| Cardinal Point Capital Management, ULC | 3,145 | $4.34M | 0.27% | −1,252−28.5% | Reduced |
| Prospera Financial Services Inc | 3,120 | $4.30M | 0.07% | +2,729+698.0% | Added |
| Advisory Services Network, LLC | 3,060 | $4.22M | 0.06% | −261−7.9% | Reduced |
| Hunter Associates Investment Management LLC | 2,988 | $4.12M | 0.55% | −476−13.7% | Reduced |
| Sidoxia Capital Management, LLC | 2,952 | $4.07M | 3.51% | +2,952 | New |
| Allworth Financial LP | 2,950 | $4.07M | 0.02% | −582−16.5% | Reduced |
| TD Waterhouse Canada Inc. | 2,862 | $4.07M | 0.01% | +2,846+17,787.5% | Added |
| Evergreen Capital Management LLC | 2,942 | $4.06M | 0.09% | −399−11.9% | Reduced |
| STRS Ohio | 2,932 | $4.04M | 0.02% | −10.0% | Reduced |
| Bridgeway Capital Management, LLC | 2,930 | $4.04M | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,900 | $4.00M | 0.02% | −217−7.0% | Reduced |
| 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 |
| Teachers Retirement System of the State of Kentucky | 2,878 | $3.97M | 0.03% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 2,857 | $3.94M | 2.29% | +2,857 | New |
| Richard Bernstein Advisors LLC | 2,845 | $3.92M | 0.11% | +2,845 | New |
| RFG Advisory, LLC | 2,818 | $3.89M | 0.07% | −264−8.6% | Reduced |
| Lifestyle Asset Management, Inc. | 2,775 | $3.83M | 1.25% | −271−8.9% | Reduced |
| Wealthfront Advisers LLC | 2,766 | $3.81M | 0.01% | +2,467+825.1% | Added |
| Chicago Partners Investment Group LLC | 2,207 | $3.81M | 0.09% | +703+46.7% | Added |
| iA Global Asset Management Inc. | 2,745 | $3.79M | 0.05% | +2,745 | New |
| Axq Capital, LP | 2,741 | $3.78M | 0.49% | +2,372+642.8% | Added |
| Gulf International Bank (UK) Ltd | 2,736 | $3.77M | 0.08% | +1,230+81.7% | Added |
| Warren Averett Asset Management, LLC | 2,685 | $3.70M | 0.03% | +225+9.1% | Added |
| Commerce Bank | 2,677 | $3.69M | 0.02% | +1,568+141.4% | Added |
| Thrivent Financial for Lutherans | 2,707 | $3.69M | 0.01% | +535+24.6% | Added |
| Dedeker Financial LLC | 2,667 | $3.68M | 3.20% | +29+1.1% | Added |
| Union Bancaire Privee, UBP SA | 3,583 | $3.65M | 0.07% | +573+19.0% | Added |
| Abn Amro Investment Solutions | 2,611 | $3.60M | 0.05% | +146+5.9% | Added |
| Crestwood Advisors Group LLC | 2,602 | $3.59M | 0.06% | +2,602 | New |
| Level Four Advisory Services, LLC | 2,599 | $3.59M | 0.12% | +303+13.2% | Added |
| Kennedy Capital Management, Inc. | 2,594 | $3.58M | 0.08% | −5,217−66.8% | Reduced |
| Ethic Inc. | 2,587 | $3.57M | 0.06% | +910+54.3% | Added |
| Assetmark, Inc | 2,577 | $3.55M | 0.01% | −76−2.9% | Reduced |
| Genus Capital Management Inc. | 2,563 | $3.53M | 0.41% | +2,563 | New |
| Rafferty Asset Management, LLC | 2,562 | $3.53M | 0.01% | −571−18.2% | Reduced |
| Sumitomo Life Insurance Co | 2,553 | $3.52M | 0.08% | +564+28.4% | Added |
| Omers Administration Corp | 2,552 | $3.52M | 0.02% | +474+22.8% | Added |
| Secure Asset Management, LLC | 2,551 | $3.52M | 0.56% | −1,824−41.7% | Reduced |
| New Age Alpha Advisors, LLC | 2,545 | $3.51M | 0.16% | +330+14.9% | Added |
| Sivia Capital Partners, LLC | 2,502 | $3.45M | 0.67% | +385+18.2% | Added |
| MUFG Securities EMEA plc | 2,443 | $3.37M | 0.05% | +1,000+69.3% | Added |
| Armistice Capital, LLC | 2,356 | $3.25M | 0.11% | +2,043+652.7% | Added |
| Plato Investment Management Ltd | 2,327 | $3.21M | 0.22% | +147+6.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,328 | $3.21M | 0.02% | +407+21.2% | Added |
| Shaker Investments LLC | 2,295 | $3.16M | 1.44% | −192−7.7% | Reduced |
| Intech Investment Management LLC | 2,292 | $3.16M | 0.03% | −4,318−65.3% | Reduced |
| Evoke Wealth, LLC | 2,281 | $3.15M | 0.06% | +199+9.6% | Added |
| Norinchukin Bank, The | 2,251 | $3.10M | 0.04% | +860+61.8% | Added |
| Vestcor Inc | 2,234 | $3.08M | 0.08% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,669 | $3.07M | 0.17% | +1,669 | New |
| Oppenheimer Asset Management Inc. | 2,227 | $3.07M | 0.04% | −693−23.7% | Reduced |
| Venture Visionary Partners LLC | 2,215 | $3.05M | 0.10% | −531−19.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,212 | $3.05M | 0.10% | −347−13.6% | Reduced |
| Evolve Private Wealth, LLC | 2,178 | $3.00M | 0.16% | +43+2.0% | Added |
| Mizuho Securities USA LLC | 2,128 | $2.93M | 0.07% | −435−17.0% | Reduced |
| Penserra Capital Management LLC | 2,127 | $2.93M | 0.03% | −981−31.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,067 | $2.93M | 0.09% | −539−20.7% | Reduced |
| Private Client Services, LLC | 2,122 | $2.93M | 0.88% | −448−17.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,120 | $2.92M | 0.32% | −2,345−52.5% | Reduced |
| Silver Oak Securities, Inc | 2,104 | $2.90M | 0.21% | −186−8.1% | Reduced |
| Manchester Financial Inc | 2,102 | $2.90M | 0.56% | −30−1.4% | Reduced |
| Apollon Wealth Management, LLC | 2,101 | $2.90M | 0.05% | +412+24.4% | Added |
| Skopos Labs, Inc. | 2,101 | $2.90M | 0.09% | +156+8.0% | Added |
| Marshall Wace, LLP | 2,079 | $2.87M | 0.00% | +2,079 | New |
| Moors & Cabot, Inc. | 2,071 | $2.86M | 0.12% | −84−3.9% | Reduced |
| Osmosis Investment Management UK Ltd | 2,060 | $2.84M | 0.08% | +2,060 | New |
| Qube Research & Technologies Ltd | 2,013 | $2.78M | 0.00% | −81,171−97.6% | Reduced |
| Hartford Investment Management Co | 2,008 | $2.77M | 0.09% | −24−1.2% | Reduced |
| Point Nemo Capital, LLC | 2,001 | $2.76M | 1.82% | +397+24.8% | Added |
| Cumberland Partners Ltd | 2,000 | $2.76M | 0.21% | +2,000 | New |
| Moody National Bank Trust Division | 1,996 | $2.75M | 0.26% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,981 | $2.73M | 0.05% | +1,981 | New |
| Kane Investment Management, Inc. | 1,979 | $2.73M | 1.40% | −4−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,978 | $2.73M | 0.70% | +421+27.0% | Added |
| Oak Thistle LLC | 1,976 | $2.72M | 0.26% | +1,976 | New |
| Paragon Advisors, LLC | 1,955 | $2.70M | 0.73% | +1,955 | New |
| Saturna Capital CORP | 1,950 | $2.69M | 0.04% | −306−13.6% | Reduced |
| 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 |
| CVFG LLC | 1,910 | $2.63M | 0.33% | +1,910 | New |
| Prakash Investment Advisors LLC | 1,900 | $2.62M | 2.22% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,895 | $2.61M | 0.15% | +258+15.8% | Added |
| Vontobel Holding Ltd. | 1,888 | $2.60M | 0.01% | −4,768−71.6% | Reduced |
| QRG Capital Management, Inc. | 1,878 | $2.59M | 0.03% | +325+20.9% | Added |
| TFR Capital, LLC. | 1,878 | $2.59M | 0.79% | +197+11.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,877 | $2.59M | 0.57% | +160+9.3% | Added |
| Sunbelt Securities, Inc. | 1,862 | $2.57M | 0.16% | +64+3.6% | Added |
| Generali Asset Management SPA SGR | 1,833 | $2.53M | 0.05% | +831+82.9% | Added |
| Thompson Davis & Co., Inc. | 1,811 | $2.50M | 1.67% | −718−28.4% | Reduced |
| Louisiana State Employees Retirement System | 1,800 | $2.48M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,785 | $2.46M | 0.01% | −1,021−36.4% | Reduced |