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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
13
+2 vs. Q2 2026
Shares held
62.4K
+29.5K (+89.7%) vs. Q2 2026
Total value
$25.7M
−$39.5M (−60.6%) vs. Q2 2026
New holders
2
3 more added
Sold out
0
6 more reduced

1,346 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
Corient IA LLC––––Not filed
Avestar Capital, LLC––––Not filed
Family Management Corp––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Barlow Wealth Partners, Inc.––––Not filed
Great Lakes Advisors, LLC––––Not filed
Mach-1 Financial Group, Inc.––––Not filed
Alyeska Investment Group, L.P.––––Not filed
XML Financial, LLC––––Not filed
Tactive Advisors, LLC––––Not filed
SageView Advisory Group, LLC––––Not filed
Angeles Wealth Management, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Centaurus Financial, Inc.––––Not filed
Blueshift Asset Management, LLC––––Not filed
Balboa Wealth Partners––––Not filed
Three Seasons Wealth, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Advyzon Investment Management, LLC––––Not filed
One Wealth Capital Management, LLC––––Not filed
Poinciana Advisors Group, LLC––––Not filed
Englebert Financial Advisers, LLC––––Not filed
Range Financial Group LLC––––Not filed
Davis R M Inc––––Not filed
Moody Aldrich Partners LLC––––Not filed
Greenspring Advisors, LLC––––Not filed
Quantum Financial Advisors, LLC––––Not filed
Leeward Financial Partners, LLC––––Not filed
Darden Wealth Group Inc––––Not filed
Connecticut Wealth Management, LLC––––Not filed
MBL Wealth, LLC––––Not filed
Reliant Investment Partners, LLC––––Not filed
Morris Financial Concepts, Inc.––––Not filed
Optimize Financial Inc––––Not filed
Sound Capital Solutions LLC––––Not filed
Fire Capital Management LLC––––Not filed
C M Bidwell & Associates Ltd––––Not filed
D.A. Davidson & Co.––––Not filed
Expressive Wealth LLC––––Not filed
West Family Investments, Inc.––––Not filed
Liberty One Investment Management, LLC––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Polymer Capital Management (US) LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
Banco BTG Pactual S.A.––––Not filed
Old National Bancorp––––Not filed
DRW Securities, LLC––––Not filed
BayBridge Capital Group, LLC––––Not filed
Tucker Asset Management LLC––––Not filed
Prosperity Financial Group, Inc.––––Not filed
Financial Advisory Service, Inc.––––Not filed
FSM Wealth Advisors, LLC––––Not filed
Ashton Thomas Securities, LLC––––Not filed
Affinity Capital Advisors, LLC––––Not filed
David J Yvars Group––––Not filed
Five Oceans Advisors––––Not filed
Keybank National Association––––Not filed
Cornerstone Select Advisors, LLC––––Not filed
J. Team Financial, Inc.––––Not filed
Coston, McIsaac & Partners––––Not filed
Palladiem, LLC––––Not filed
Integrity Alliance, LLC.––––Not filed
Ellevest, Inc.––––Not filed
TD Private Client Wealth LLC––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
Panoramic Investment Advisors, LLC––––Not filed
Intrua Financial, LLC––––Not filed
Bahl & Gaynor Inc––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
Picton Mahoney Asset Management––––Not filed
Howard Capital Management Inc.––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Axxion S.A.––––Not filed
Autumn Glory Partners, LLC––––Not filed
Cogent Strategic Wealth LLC––––Not filed
Ostrum Asset Management––––Not filed
Impact Capital Partners LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Alerus Financial NA––––Not filed
Inceptionr LLC––––Not filed
Fiduciary Trust Co––––Not filed
TABR Capital Management, LLC––––Not filed
Ponta Wealth Partners, LLC––––Not filed
Meredith Wealth Planning––––Not filed
Novem Group––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
Wedbush Securities Inc––––Not filed
Net Worth Advisory Group––––Not filed
Colonial River Wealth Management, LLC––––Not filed
Westmount Partners, LLC––––Not filed
Jag Capital Management, LLC––––Not filed
Annandale Capital, LLC––––Not filed
Greenline Wealth Management LLC––––Not filed
Spears Abacus Advisors LLC––––Not filed
Family Wealth Group, LLC––––Not filed