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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, Q3 2026

Institutional positions in Comfort Systems USA Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
7
+2 vs. Q2 2026
Shares held
48.8K
+46.7K (+2,231.4%) vs. Q2 2026
Total value
$3.23M
−$915.8K (−22.1%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
1 more reduced

1,352 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value held
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$2.57B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q2 2026.

Institutions holding FIX in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Noble Wealth Management PBC1$1.65K0.00%+1New
Burkett Financial Services, LLC10$16.5K0.00%+10New
GoalVest Advisory LLC46,892$83.3K0.01%+46,870+213,045.5%Added
CX Institutional147$243.0K0.01%+94+177.4%Added
Versant Capital Management, Inc183$303.0K0.03%+6+3.4%Added
Private Client Services, LLC359$594.6K0.16%−278−43.6%Reduced
First Financial Bank - Trust Division1,204$1.99M0.14%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
FMR LLC––––Not filed
State Street Corp––––Not filed
Geode Capital Management, LLC––––Not filed
AQR Capital Management LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Capital World Investors––––Not filed
Invesco Ltd.––––Not filed
Norges Bank––––Not filed
Morgan Stanley––––Not filed
First Trust Advisors LP––––Not filed
Westfield Capital Management Co LP––––Not filed
Federated Hermes, Inc.––––Not filed
Northern Trust Corp––––Not filed
Price T Rowe Associates Inc––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Amundi––––Not filed
Dimensional Fund Advisors LP––––Not filed
Goldman Sachs Group Inc––––Not filed
Value Aligned Research Advisors, LLC––––Not filed
Deutsche Bank AG––––Not filed
Franklin Resources Inc––––Not filed
Massachusetts Financial Services Co––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Baillie Gifford & Co––––Not filed
Lord, Abbett & Co. LLC––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Artisan Partners Limited Partnership––––Not filed
UBS Asset Management Americas Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Legal & General Group Plc––––Not filed
UBS Group AG––––Not filed
Allianz Asset Management GmbH––––Not filed
Bank of New York Mellon Corp––––Not filed
Point72 Asset Management, L.P.––––Not filed
Royal Bank of Canada––––Not filed
American Century Companies Inc––––Not filed
Nuveen, LLC––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
WCM Investment Management, LLC––––Not filed
Capital International Investors––––Not filed
Royal London Asset Management Ltd––––Not filed
Voya Investment Management LLC––––Not filed
Fuller & Thaler Asset Management, Inc.––––Not filed
Raymond James Financial Inc––––Not filed
Temasek Holdings (Private) Ltd––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Evercore Wealth Management, LLC––––Not filed
Ameriprise Financial Inc––––Not filed
AMF Pensionsforsakring AB––––Not filed
Wellington Management Group LLP––––Not filed
Wells Fargo & Company––––Not filed
Swiss National Bank––––Not filed
Castle Hook Partners LP––––Not filed
Bank of America Corp––––Not filed
Capital Research Global Investors––––Not filed
Russell Investments Group, Ltd.––––Not filed
Jupiter Topco LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
AustralianSuper Pty Ltd––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Principal Financial Group Inc––––Not filed
Barclays PLC––––Not filed
KBC Group NV––––Not filed
Panagora Asset Management Inc––––Not filed
California Public Employees Retirement System––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Renaissance Technologies LLC––––Not filed
TimesSquare Capital Management, LLC––––Not filed
Citigroup Inc––––Not filed
HSBC Holdings PLC––––Not filed
Ieq Capital, LLC––––Not filed
Vanguard Asset Management, Ltd––––Not filed
National Pension Service––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Rhumbline Advisers––––Not filed
Clearbridge Investments, LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Jennison Associates LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Victory Capital Management Inc––––Not filed
Prudential Financial Inc––––Not filed
Man Group plc––––Not filed
Pictet Asset Management Holding SA––––Not filed
Polar Capital Holdings Plc––––Not filed
Schroder Investment Management Group––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed