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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,781 | $2.46M | 0.03% | −183−9.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,768 | $2.44M | 0.05% | +1,768 | New |
| Altshuler Shaham Ltd | 1,766 | $2.44M | 0.04% | +724+69.5% | Added |
| Virtus ETF Advisers LLC | 1,749 | $2.41M | 1.12% | −443−20.2% | Reduced |
| Banque Cantonale Vaudoise | 1,743 | $2.40M | 0.09% | +724+71.1% | Added |
| Gateway Investment Advisers LLC | 1,736 | $2.39M | 0.03% | +1,341+339.5% | Added |
| EverSource Wealth Advisors, LLC | 1,731 | $2.39M | 0.07% | +187+12.1% | Added |
| Maryland State Retirement & Pension System | 1,722 | $2.37M | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,722 | $2.37M | 0.04% | +35+2.1% | Added |
| APG Asset Management N.V. | 1,984 | $2.37M | 0.01% | +1,984 | New |
| Vestmark Advisory Solutions, Inc. | 1,715 | $2.37M | 0.03% | −264−13.3% | Reduced |
| Nations Financial Group Inc, | 1,709 | $2.36M | 0.12% | −42−2.4% | Reduced |
| Taproot Management LP | 1,701 | $2.35M | 0.44% | −3,543−67.6% | Reduced |
| Wakefield Asset Management LLLP | 1,699 | $2.34M | 0.62% | +1,699 | New |
| Integrated Quantitative Investments LLC | 1,691 | $2.33M | 0.42% | −359−17.5% | Reduced |
| GLR Partners, LLC | 1,674 | $2.31M | 1.26% | +1,674 | New |
| AG2R la Mondiale Gestion D'Actifs | 1,665 | $2.30M | 0.10% | −188−10.1% | Reduced |
| VGI Partners Ltd | 1,657 | $2.28M | 0.12% | −543−24.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,647 | $2.27M | 0.06% | −254−13.4% | Reduced |
| Brevan Howard Capital Management LP | 1,644 | $2.27M | 0.02% | −65−3.8% | Reduced |
| Jefferies Financial Group Inc. | 1,638 | $2.26M | 0.03% | −27,486−94.4% | Reduced |
| Waddell & Associates, LLC | 1,637 | $2.26M | 0.13% | +493+43.1% | Added |
| Segment Wealth Management, LLC | 1,636 | $2.26M | 0.13% | +90+5.8% | Added |
| Raiffeisen Bank International AG | 1,752 | $2.23M | 0.03% | −7−0.4% | Reduced |
| Convergence Investment Partners, LLC | 1,614 | $2.23M | 0.36% | +1,614 | New |
| Gallo Partners, LP | 1,612 | $2.22M | 4.25% | −2,850−63.9% | Reduced |
| New Mexico Educational Retirement Board | 1,600 | $2.21M | 0.07% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,578 | $2.18M | 0.12% | +1,323+518.8% | Added |
| Benjamin Edwards Inc | 1,574 | $2.17M | 0.02% | +339+27.4% | Added |
| Hilltop Holdings Inc. | 1,572 | $2.17M | 0.20% | −847−35.0% | Reduced |
| Guggenheim Capital LLC | 1,572 | $2.17M | 0.02% | −269−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,557 | $2.15M | 0.06% | −299−16.1% | Reduced |
| Cornerstone Investment Partners, LLC | 1,540 | $2.12M | 0.09% | −363−19.1% | Reduced |
| ING Groep NV | 1,539 | $2.12M | 0.01% | −3,009−66.2% | Reduced |
| Sterling Capital Management LLC | 1,525 | $2.10M | 0.04% | −520−25.4% | Reduced |
| Landscape Capital Management, L.L.C. | 1,513 | $2.09M | 0.13% | −1,015−40.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,508 | $2.08M | 0.08% | +782+107.7% | Added |
| L2 Asset Management, LLC | 1,502 | $2.07M | 0.20% | −18−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 1,500 | $2.07M | 0.24% | +1,500 | New |
| Quantbot Technologies LP | 1,498 | $2.07M | 0.08% | −2,441−62.0% | Reduced |
| Westco Advisory Services Inc | 1,480 | $2.04M | 1.31% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 1,600 | $2.04M | 0.80% | +1,600 | New |
| Tokio Marine Asset Management Co Ltd | 1,456 | $2.01M | 0.07% | +1,456 | New |
| Fideuram Asset Management (Ireland) dac | 1,810 | $2.00M | 0.26% | +31+1.7% | Added |
| Nomura Holdings Inc | 1,449 | $2.00M | 0.02% | −431−22.9% | Reduced |
| Braeburn Wealth Management LLC | 1,412 | $1.95M | 1.11% | +1,412 | New |
| X-Square Capital, LLC | 1,411 | $1.95M | 0.66% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 1,400 | $1.93M | 0.56% | −15−1.1% | Reduced |
| Estate Counselors, LLC | 1,393 | $1.92M | 0.17% | −3,525−71.7% | Reduced |
| Lisanti Capital Growth, LLC | 1,390 | $1.92M | 0.48% | −25−1.8% | Reduced |
| Baader Bank INC | 1,407 | $1.91M | 0.19% | +1,407 | New |
| Aristotle Atlantic Partners, LLC | 1,375 | $1.90M | 0.09% | +165+13.6% | Added |
| IHT Wealth Management, LLC | 1,373 | $1.89M | 0.04% | +595+76.5% | Added |
| Sigma Planning Corp | 1,361 | $1.88M | 0.05% | +494+57.0% | Added |
| GAMMA Investing LLC | 1,355 | $1.87M | 0.09% | +85+6.7% | Added |
| Alps Advisors Inc | 1,351 | $1.86M | 0.01% | −370−21.5% | Reduced |
| Katamaran Capital LLP | 1,349 | $1.86M | 1.66% | −2,199−62.0% | Reduced |
| Azzad Asset Management Inc | 1,345 | $1.86M | 0.19% | −1,513−52.9% | Reduced |
| Gsa Capital Partners LLP | 1,343 | $1.85M | 0.12% | +1,038+340.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,306 | $1.80M | 0.11% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,305 | $1.80M | 0.01% | +752+136.0% | Added |
| Strategic Wealth Partners, Ltd. | 1,305 | $1.80M | 0.12% | −1,020−43.9% | Reduced |
| Saudi Central Bank | 1,302 | $1.80M | 0.04% | +1,302 | New |
| Metis Global Partners, LLC | 1,294 | $1.78M | 0.04% | −247−16.0% | Reduced |
| Soltis Investment Advisors LLC | 1,275 | $1.76M | 0.11% | +95+8.1% | Added |
| Kestra Investment Management, LLC | 1,271 | $1.75M | 0.03% | −193−13.2% | Reduced |
| Numerai GP LLC | 1,266 | $1.75M | 0.18% | −146−10.3% | Reduced |
| Walleye Trading LLC | 1,251 | $1.73M | 0.04% | −1,529−55.0% | Reduced |
| denkapparat Operations GmbH | 1,246 | $1.72M | 0.71% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,239 | $1.71M | 0.04% | +1,239 | New |
| Exchange Traded Concepts, LLC | 1,233 | $1.70M | 0.01% | +20+1.6% | Added |
| Ifrah Financial Services, Inc. | 1,226 | $1.69M | 0.45% | −39−3.1% | Reduced |
| Bannerstone Capital Management, LLC | 1,225 | $1.69M | 1.75% | −160−11.6% | Reduced |
| Fortress Financial Solutions, LLC | 1,216 | $1.68M | 1.75% | −67−5.2% | Reduced |
| Caerus Investment Advisors, LLC | 1,214 | $1.67M | 0.71% | −325−21.1% | Reduced |
| Algebris (UK) Ltd | 1,215 | $1.67M | 0.12% | +171+16.4% | Added |
| Change Path, LLC | 1,211 | $1.67M | 0.04% | −94−7.2% | Reduced |
| Holderness Investments Co | 1,209 | $1.67M | 0.33% | +149+14.1% | Added |
| Rothschild Investment LLC | 1,203 | $1.66M | 0.09% | +383+46.7% | Added |
| Sowell Financial Services LLC | 1,198 | $1.65M | 0.06% | −154−11.4% | Reduced |
| Private Advisory Group LLC | 1,190 | $1.64M | 0.11% | −104−8.0% | Reduced |
| Cypress Advisory Group LLC | 1,180 | $1.63M | 1.24% | −355−23.1% | Reduced |
| We Are One Seven, LLC | 1,170 | $1.61M | 0.03% | +125+12.0% | Added |
| Parcion Private Wealth LLC | 1,153 | $1.59M | 0.10% | +22+1.9% | Added |
| Boothbay Fund Management, LLC | 1,150 | $1.59M | 0.04% | +636+123.7% | Added |
| Harbour Investments, Inc. | 1,142 | $1.57M | 0.02% | +820+254.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,126 | $1.55M | 0.02% | +1+0.1% | Added |
| Commerzbank Aktiengesellschaft | 1,105 | $1.52M | 0.03% | +1,105 | New |
| Chase Investment Counsel Corp | 1,105 | $1.52M | 0.40% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,101 | $1.52M | 0.02% | +14+1.3% | Added |
| Hantz Financial Services, Inc. | 1,094 | $1.51M | 0.02% | −228−17.2% | Reduced |
| Petra Financial Advisors Inc | 1,080 | $1.49M | 0.92% | +7+0.7% | Added |
| PFG Advisors | 1,079 | $1.49M | 0.07% | +16+1.5% | Added |
| Jackson Creek Investment Advisors LLC | 1,078 | $1.49M | 0.44% | −830−43.5% | Reduced |
| Hanlon Investment Management, Inc. | 1,074 | $1.48M | 0.82% | −13−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,062 | $1.46M | 0.02% | −627−37.1% | Reduced |
| Illumine Investment Management, LLC | 1,052 | $1.45M | 1.12% | −544−34.1% | Reduced |
| Retireful, LLC | 1,033 | $1.42M | 2.01% | +80+8.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,019 | $1.41M | 0.06% | +1,779+741.3% | Added |
| Citizens Financial Group Inc | 1,021 | $1.41M | 0.02% | +507+98.6% | Added |