Comfort Systems USA Inc

FIX

Exchange: NYSE
Industry: Electrical Work
SEC CIK: 0001035983

SEC filings (opens in a new tab)

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: 10; +2 vs. Q2 2026
Shares held: 52.2K; +46.0K (+747.1%) vs. Q2 2026
Total value: $8.86M; −$3.35M (−27.4%) vs. Q2 2026
New holders: 2; 3 more added
Sold out: 0; 3 more reduced

1,349 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

Value held

Institutions holding FIX and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Integrated Quantitative Investments LLC	–	–	–	–	Not filed
Petra Financial Advisors Inc	–	–	–	–	Not filed
Transcend Wealth Collective, LLC	–	–	–	–	Not filed
denkapparat Operations GmbH	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Chase Investment Counsel Corp	–	–	–	–	Not filed
Scotia Capital Inc.	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Illumine Investment Management, LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
PFG Advisors	–	–	–	–	Not filed
Aristotle Atlantic Partners, LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
Havemeyer Place LP	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Resources Investment Advisors, LLC.	–	–	–	–	Not filed
Kingsview Wealth Management, LLC	–	–	–	–	Not filed
Ifrah Financial Services, Inc.	–	–	–	–	Not filed
Sentinus, LLC	–	–	–	–	Not filed
X-Square Capital, LLC	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Cadent Capital Advisors, LLC	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Canada Post Corp Registered Pension Plan	–	–	–	–	Not filed
Livforsakringsbolaget Skandia, Omsesidigt	–	–	–	–	Not filed
Global X Japan Co., Ltd.	–	–	–	–	Not filed
Spence Asset Management	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
IPG Investment Advisors LLC	–	–	–	–	Not filed
Westerkirk Capital Inc.	–	–	–	–	Not filed
Central Pacific Bank - Trust Division	–	–	–	–	Not filed
Belpointe Asset Management LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Cambria Investment Management, L.P.	–	–	–	–	Not filed
Verus Capital Partners, LLC	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
Thompson Davis & Co., Inc.	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Jackson Thornton Asset Management, LLC	–	–	–	–	Not filed
AlphaCore Capital LLC	–	–	–	–	Not filed
Boston Trust Walden Corp	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Wahed Invest LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Azzad Asset Management Inc	–	–	–	–	Not filed
Beese Fulmer Investment Management, Inc.	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
Strategy Asset Managers LLC	–	–	–	–	Not filed
Trust Point Inc.	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Two Sigma Securities, LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
GAM Holding AG	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Baker Avenue Asset Management, LP	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Tobam	–	–	–	–	Not filed
Sym Financial Corp	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Independent Financial Group, LLC	–	–	–	–	Not filed
Inscription Capital, LLC	–	–	–	–	Not filed
Gateway Wealth Partners, LLC	–	–	–	–	Not filed
Ariadne Wealth Management, LP	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Roman Butler Fullerton & Co	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Mariner Investment Group LLC	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
HMS Capital Management, LLC	–	–	–	–	Not filed
Kaufman Rossin Wealth, LLC	–	–	–	–	Not filed
Virtus ETF Advisers LLC	–	–	–	–	Not filed
Wellington Shields & Co., LLC	–	–	–	–	Not filed
Prelude Capital Management, LLC	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
Allegiance Financial Group Advisory Services LLC	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Algebris (UK) Ltd	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Impact Partnership Wealth, LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
West Michigan Advisors, LLC	–	–	–	–	Not filed