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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 652 | $899.1K | 0.02% | −64−8.9% | Reduced |
| Inscription Capital, LLC | 647 | $891.7K | 0.09% | +54+9.1% | Added |
| Alliance Wealth Advisors, LLC | 643 | $886.7K | 0.19% | −836−56.5% | Reduced |
| Abel Hall, LLC | 640 | $883.2K | 0.19% | +11+1.7% | Added |
| Farringdon Capital, Ltd. | 639 | $881.2K | 0.19% | +639 | New |
| Symphony Financial, Ltd. Co. | 640 | $879.5K | 0.12% | +105+19.6% | Added |
| Abundance Wealth Counselors | 632 | $871.5K | 0.13% | +632 | New |
| Meeder Advisory Services, Inc. | 628 | $866.1K | 0.04% | +101+19.2% | Added |
| Kera Capital Partners, Inc. | 627 | $864.6K | 0.11% | +73+13.2% | Added |
| Legacy Financial Independent Advisors LLC | 619 | $853.6K | 0.44% | +619 | New |
| Spirepoint Private Client, LLC | 613 | $845.4K | 0.08% | −3−0.5% | Reduced |
| Blueshift Asset Management, LLC | 611 | $842.6K | 0.26% | −288−32.0% | Reduced |
| Siemens Fonds Invest GmbH | 608 | $838.4K | 0.05% | +115+23.3% | Added |
| Harbour Capital Advisors, LLC | 484 | $834.7K | 0.16% | +249+106.0% | Added |
| Daymark Wealth Partners, LLC | 605 | $834.3K | 0.03% | +605 | New |
| Legacy Capital Group California, Inc. | 603 | $831.5K | 0.32% | +603 | New |
| Fulton Bank, N.A. | 603 | $831.5K | 0.03% | +8+1.3% | Added |
| AXS Investments LLC | 600 | $827.4K | 0.33% | 00.0% | Unchanged |
| Intrust Bank NA | 600 | $827.4K | 0.07% | −85−12.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 600 | $827.4K | 0.05% | +600 | New |
| Koshinski Asset Management, Inc. | 594 | $819.3K | 0.05% | +250+72.7% | Added |
| Greenleaf Trust | 589 | $812.2K | 0.01% | +47+8.7% | Added |
| Brown Miller Wealth Management, LLC | 588 | $810.9K | 0.23% | +44+8.1% | Added |
| Axxcess Wealth Management, LLC | 588 | $810.9K | 0.03% | +44+8.1% | Added |
| Fieldview Capital Management, LLC | 588 | $810.8K | 0.24% | +588 | New |
| Armis Advisers, LLC | 398 | $809.8K | 0.08% | +1+0.3% | Added |
| BayBridge Capital Group, LLC | 866 | $808.3K | 0.50% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 584 | $805.3K | 0.15% | +32+5.8% | Added |
| AlphaCore Capital LLC | 583 | $804.0K | 0.02% | +316+118.4% | Added |
| TCW Group Inc | 582 | $802.6K | 0.01% | +28+5.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 576 | $794.3K | 0.23% | +72+14.3% | Added |
| GeoWealth Management, LLC | 575 | $793.0K | 0.03% | −12−2.0% | Reduced |
| Pinnacle Associates Ltd | 572 | $788.8K | 0.01% | +8+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 572 | $788.8K | 0.05% | +8+1.4% | Added |
| LVW Advisors, LLC | 568 | $783.3K | 0.08% | +39+7.4% | Added |
| Parkwood LLC | 567 | $782.0K | 0.07% | −106−15.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $779.1K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 565 | $779.1K | 0.71% | +565 | New |
| Gibbs Wealth Management | 563 | $776.4K | 0.10% | +203+56.4% | Added |
| OneAscent Financial Services LLC | 563 | $776.4K | 0.04% | +563 | New |
| AIA Group Ltd | 563 | $776.4K | 0.01% | −909−61.8% | Reduced |
| Northwest Wealth Management, LLC | 563 | $776.4K | 0.12% | +8+1.4% | Added |
| Wall Street Financial Group, Inc. | 554 | $764.0K | 0.45% | +22+4.1% | Added |
| Aptus Capital Advisors, LLC | 553 | $762.6K | 0.01% | +14+2.6% | Added |
| Resonant Capital Advisors, LLC | 553 | $762.6K | 0.04% | +265+92.0% | Added |
| Principal Securities, Inc. | 551 | $759.8K | 0.01% | −17−3.0% | Reduced |
| Roman Butler Fullerton & Co | 496 | $756.2K | 0.21% | −46−8.5% | Reduced |
| SRS Capital Advisors, Inc. | 547 | $754.3K | 0.02% | +400+272.1% | Added |
| Laird Norton Trust Company, LLC | 543 | $748.8K | 0.02% | +63+13.1% | Added |
| Strid Group, LLC | 543 | $748.8K | 0.09% | −457−45.7% | Reduced |
| J2 Capital Management Inc | 541 | $746.0K | 0.51% | −154−22.2% | Reduced |
| Keebeck Wealth Management, LLC | 541 | $746.0K | 0.08% | −11−2.0% | Reduced |
| Snowden Capital Advisors LLC | 540 | $744.7K | 0.02% | +34+6.7% | Added |
| Meiji Yasuda Life Insurance Co | 537 | $740.5K | 0.03% | +537 | New |
| Savvy Advisors, Inc. | 529 | $729.5K | 0.02% | +100+23.3% | Added |
| Applied Finance Capital Management, LLC | 523 | $721.2K | 0.05% | −48−8.4% | Reduced |
| Roundview Capital LLC | 519 | $715.7K | 0.04% | +45+9.5% | Added |
| Mission Wealth Management, LP | 518 | $714.3K | 0.01% | +518 | New |
| DRW Securities, LLC | 512 | $706.0K | 0.04% | +77+17.7% | Added |
| Pinnacle Financial Partners, Inc. | 510 | $703.3K | 0.01% | −216−29.8% | Reduced |
| Northbridge Financial Group, LLC | 432 | $703.2K | 0.30% | −2−0.5% | Reduced |
| Vise Technologies, Inc. | 752 | $701.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 506 | $698.4K | 0.04% | −33−6.1% | Reduced |
| Essex Financial Services, Inc. | 501 | $690.9K | 0.04% | −19−3.7% | Reduced |
| Mindset Wealth Management, LLC | 500 | $689.5K | 0.19% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $689.5K | 0.15% | +210+72.4% | Added |
| Sanders Morris Harris LLC | 500 | $689.5K | 0.11% | +500 | New |
| FNY Investment Advisers, LLC | 500 | $689.0K | 0.31% | +500 | New |
| Tema ETFs LLC | 499 | $688.1K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 496 | $684.0K | 0.10% | +496 | New |
| Mach-1 Financial Group, Inc. | 490 | $675.7K | 0.24% | −432−46.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 489 | $674.8K | 0.04% | +15+3.2% | Added |
| Connecticut Wealth Management, LLC | 488 | $672.9K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 486 | $669.7K | 0.03% | +24+5.2% | Added |
| Ipswich Investment Management Co., Inc. | 483 | $666.1K | 0.16% | −40−7.6% | Reduced |
| World Equity Group, Inc. | 481 | $663.3K | 0.17% | +49+11.3% | Added |
| Galvin, Gaustad & Stein, LLC | 476 | $655.9K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 470 | $648.1K | 0.02% | −122−20.6% | Reduced |
| Legacy Financial Advisors, Inc. | 470 | $648.1K | 0.09% | +49+11.6% | Added |
| Copeland Capital Management, LLC | 467 | $644.0K | 0.01% | −582−55.5% | Reduced |
| Westpac Banking Corp | 459 | $633.0K | 0.04% | +459 | New |
| Perpetual Ltd | 459 | $633.0K | 0.01% | +459 | New |
| D'Orazio & Associates, Inc. | 456 | $628.5K | 0.08% | −4−0.9% | Reduced |
| Equitable Holdings, Inc. | 669 | $624.4K | 0.00% | +232+53.1% | Added |
| Montgomery Investment Management Inc | 450 | $620.5K | 0.21% | +450 | New |
| True Wealth Design, LLC | 447 | $616.4K | 0.17% | +25+5.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 446 | $615.0K | 0.02% | +446 | New |
| LRT Capital Management, LLC | 442 | $609.5K | 0.57% | −1,102−71.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 440 | $606.5K | 0.02% | +125+39.7% | Added |
| Financial Engines Advisors L.L.C. | 437 | $602.6K | 0.00% | +6+1.4% | Added |
| Mirador Capital Partners LP | 437 | $602.6K | 0.09% | +55+14.4% | Added |
| Barlow Wealth Partners, Inc. | 364 | $600.8K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 430 | $593.1K | 0.01% | −12−2.7% | Reduced |
| Qsemble Capital Management, LP | 430 | $593.0K | 0.05% | −652−60.3% | Reduced |
| Groupama Asset Managment | 430 | $593.0K | 0.01% | +430 | New |
| Oak Ridge Investments LLC | 428 | $590.2K | 0.04% | +428 | New |
| Advisor OS, LLC | 427 | $589.1K | 0.04% | −31−6.8% | Reduced |
| Claret Asset Management Corp | 427 | $589.0K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 426 | $587.5K | 0.00% | −81−16.0% | Reduced |
| Glenmede Trust Co NA | 424 | $584.7K | 0.00% | +90+26.9% | Added |