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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 1,007 | $1.39M | 0.06% | −217−17.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,006 | $1.39M | 0.01% | +6+0.6% | Added |
| Sentinus, LLC | 995 | $1.37M | 0.12% | +257+34.8% | Added |
| Verus Capital Partners, LLC | 990 | $1.37M | 0.09% | −307−23.7% | Reduced |
| Atomi Financial Group, Inc. | 980 | $1.35M | 0.04% | +146+17.5% | Added |
| Regions Financial Corp | 977 | $1.35M | 0.01% | −464−32.2% | Reduced |
| MUFG Securities Americas Inc. | 974 | $1.34M | 0.09% | +26+2.7% | Added |
| Journey Strategic Wealth LLC | 969 | $1.34M | 0.03% | +86+9.7% | Added |
| United Capital Financial Advisers, LLC | 960 | $1.32M | 0.01% | +230+31.5% | Added |
| Securian Asset Management, Inc | 957 | $1.32M | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 955 | $1.32M | 0.03% | −3,371−77.9% | Reduced |
| Clearstead Advisors, LLC | 947 | $1.31M | 0.01% | −399−29.6% | Reduced |
| Diametric Capital, LP | 943 | $1.30M | 0.34% | −931−49.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 942 | $1.30M | 0.06% | −11−1.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 815 | $1.30M | 0.12% | +13+1.6% | Added |
| Summit Financial, LLC | 938 | $1.29M | 0.02% | +706+304.3% | Added |
| Pier Capital, LLC | 938 | $1.29M | 0.21% | −792−45.8% | Reduced |
| MAI Capital Management | 930 | $1.28M | 0.01% | +820+745.5% | Added |
| Kaufman Rossin Wealth, LLC | 927 | $1.28M | 0.73% | −97−9.5% | Reduced |
| Concurrent Investment Advisors, LLC | 926 | $1.28M | 0.01% | +500+117.4% | Added |
| Central Pacific Bank - Trust Division | 917 | $1.26M | 0.16% | −114−11.1% | Reduced |
| waypoint wealth counsel | 917 | $1.26M | 0.65% | −37−3.9% | Reduced |
| Strategy Asset Managers LLC | 912 | $1.26M | 0.21% | +659+260.5% | Added |
| Lido Advisors, LLC | 906 | $1.25M | 0.00% | +132+17.1% | Added |
| North Star Investment Management Corp. | 906 | $1.25M | 0.08% | −401−30.7% | Reduced |
| Everence Capital Management Inc | 906 | $1.25M | 0.08% | −74−7.6% | Reduced |
| Ariadne Wealth Management, LP | 904 | $1.25M | 0.56% | −42−4.4% | Reduced |
| SIR Capital Management, L.P. | 900 | $1.24M | 0.12% | −5,337−85.6% | Reduced |
| NewEdge Wealth, LLC | 900 | $1.24M | 0.01% | +503+126.7% | Added |
| Ballentine Partners, LLC | 897 | $1.24M | 0.02% | +24+2.7% | Added |
| Umb Bank N A | 891 | $1.23M | 0.02% | −113−11.3% | Reduced |
| Capital Performance Advisors LLP | 887 | $1.22M | 0.08% | −120−11.9% | Reduced |
| Transcend Wealth Collective, LLC | 887 | $1.22M | 0.10% | +22+2.5% | Added |
| Wellington Shields & Co., LLC | 886 | $1.22M | 0.31% | +1+0.1% | Added |
| Wahed Invest LLC | 882 | $1.22M | 0.16% | +882 | New |
| Canada Post Corp Registered Pension Plan | 880 | $1.21M | 0.05% | −10−1.1% | Reduced |
| Monolith Management Ltd | 880 | $1.21M | 0.47% | +880 | New |
| Sym Financial Corp | 879 | $1.21M | 0.12% | −89−9.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 870 | $1.20M | 0.01% | +449+106.7% | Added |
| Dark Forest Capital Management LP | 865 | $1.19M | 0.11% | −1,031−54.4% | Reduced |
| Perigon Wealth Management, LLC | 860 | $1.19M | 0.02% | −318−27.0% | Reduced |
| Boston Trust Walden Corp | 850 | $1.17M | 0.01% | −25−2.9% | Reduced |
| Portside Wealth Group, LLC | 842 | $1.16M | 0.16% | −233−21.7% | Reduced |
| Beacon Pointe Advisors, LLC | 836 | $1.15M | 0.01% | +489+140.9% | Added |
| CenterBook Partners LP | 830 | $1.14M | 0.06% | +830 | New |
| Trust Point Inc. | 826 | $1.14M | 0.10% | −213−20.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 826 | $1.14M | 0.23% | +78+10.4% | Added |
| Algert Global LLC | 825 | $1.14M | 0.02% | −2,515−75.3% | Reduced |
| Westerkirk Capital Inc. | 818 | $1.13M | 0.12% | −270−24.8% | Reduced |
| Cambria Investment Management, L.P. | 817 | $1.13M | 0.06% | −512−38.5% | Reduced |
| Prelude Capital Management, LLC | 816 | $1.13M | 0.09% | −141−14.7% | Reduced |
| Virginia Retirement Systems Et Al | 811 | $1.12M | 0.01% | −11,962−93.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 811 | $1.12M | 0.07% | +191+30.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 810 | $1.12M | 0.05% | +810 | New |
| Tobam | 809 | $1.12M | 0.29% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 808 | $1.11M | 0.08% | +5+0.6% | Added |
| Belpointe Asset Management LLC | 796 | $1.10M | 0.04% | −455−36.4% | Reduced |
| Signaturefd, LLC | 794 | $1.10M | 0.02% | +204+34.6% | Added |
| Polymer Capital Management (US) LLC | 793 | $1.09M | 0.16% | +214+37.0% | Added |
| Americana Partners, LLC | 790 | $1.09M | 0.03% | +790 | New |
| Fox Run Management, L.L.C. | 855 | $1.09M | 0.19% | +339+65.7% | Added |
| GenTrust, LLC | 789 | $1.09M | 0.05% | +185+30.6% | Added |
| Arkadios Wealth Advisors | 783 | $1.08M | 0.02% | +78+11.1% | Added |
| Venturi Wealth Management, LLC | 784 | $1.08M | 0.05% | −190−19.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 782 | $1.08M | 0.06% | +45+6.1% | Added |
| Baker Avenue Asset Management, LP | 782 | $1.08M | 0.02% | +539+221.8% | Added |
| Ronald Blue Trust, Inc. | 781 | $1.08M | 0.01% | +207+36.1% | Added |
| Northwestern Mutual Wealth Management Co | 779 | $1.07M | 0.00% | −2−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 776 | $1.07M | 0.01% | −71−8.4% | Reduced |
| Blair William & Co | 775 | $1.07M | 0.00% | +98+14.5% | Added |
| Impact Partnership Wealth, LLC | 768 | $1.06M | 0.13% | −5−0.6% | Reduced |
| HMS Capital Management, LLC | 768 | $1.06M | 0.41% | −525−40.6% | Reduced |
| Frec Markets, Inc. | 756 | $1.04M | 0.18% | +756 | New |
| Kestra Private Wealth Services, LLC | 755 | $1.04M | 0.01% | −488−39.3% | Reduced |
| Harvest Investment Services, LLC | 750 | $1.03M | 0.19% | +750 | New |
| Storgate, LLC | 738 | $1.02M | 0.80% | +48+7.0% | Added |
| Bridgefront Capital, LLC | 738 | $1.02M | 0.25% | +738 | New |
| Savant Capital, LLC | 732 | $1.01M | 0.00% | +116+18.8% | Added |
| JT Stratford LLC | 730 | $1.01M | 0.13% | −5−0.7% | Reduced |
| BTC Capital Management, Inc. | 723 | $997.0K | 0.07% | −108−13.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 723 | $996.6K | 0.01% | −781−51.9% | Reduced |
| Norden Group LLC | 722 | $995.8K | 0.10% | −335−31.7% | Reduced |
| Catalyst Capital Advisors LLC | 720 | $992.9K | 0.02% | −130−15.3% | Reduced |
| AlphaGrep UK Ltd | 719 | $991.5K | 0.29% | +202+39.1% | Added |
| Gallacher Capital Management LLC | 711 | $980.8K | 0.38% | +68+10.6% | Added |
| Naviter Wealth, LLC | 706 | $973.6K | 0.12% | +4+0.6% | Added |
| Fiduciary Trust Co | 702 | $968.4K | 0.01% | +19+2.8% | Added |
| Triglav Skladi, D.O.O. | 700 | $965.3K | 0.07% | +700 | New |
| Syon Capital LLC | 699 | $963.9K | 0.05% | −155−18.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 534 | $958.2K | 0.20% | +24+4.7% | Added |
| Keating Financial Advisory Services, Inc. | 694 | $957.7K | 0.15% | −1−0.1% | Reduced |
| QTR Family Wealth, LLC | 575 | $949.0K | 0.40% | +62+12.1% | Added |
| Resources Investment Advisors, LLC. | 681 | $939.1K | 0.01% | −408−37.5% | Reduced |
| Knightsbridge Asset Management, LLC | 679 | $936.3K | 0.13% | +110+19.3% | Added |
| Wedmont Private Capital | 611 | $932.0K | 0.03% | +53+9.5% | Added |
| Delta Investment Management, LLC | 671 | $925.7K | 0.17% | −2−0.3% | Reduced |
| Cresset Asset Management, LLC | 668 | $921.5K | 0.00% | +86+14.8% | Added |
| Precision Wealth Strategies, LLC | 664 | $915.6K | 0.30% | −772−53.8% | Reduced |
| Parallel Advisors, LLC | 663 | $914.5K | 0.02% | +98+17.3% | Added |
| Personal Cfo Solutions, LLC | 653 | $900.6K | 0.13% | +243+59.3% | Added |