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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
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
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
Naviter Wealth, LLC––––Not filed
Savant Capital, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
BTC Capital Management, Inc.––––Not filed
Betterment LLC––––Not filed
Knightsbridge Asset Management, LLC––––Not filed
Voleon Capital Management LP––––Not filed
Boothbay Fund Management, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Clark Capital Management Group, Inc.––––Not filed
North Star Investment Management Corp.––––Not filed
Venturi Wealth Management, LLC––––Not filed
Cypress Advisory Group LLC––––Not filed
Delta Investment Management, LLC––––Not filed
Creative Financial Designs Inc––––Not filed
Applied Finance Capital Management, LLC––––Not filed
Hanlon Investment Management, Inc.––––Not filed
WESPAC Advisors, LLC––––Not filed
Genus Capital Management Inc.––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Westover Capital Advisors, LLC––––Not filed
Legacy Financial Independent Advisors LLC––––Not filed
Caitlin John, LLC––––Not filed
Burney Co––––Not filed
Strid Group, LLC––––Not filed
Spirepoint Private Client, LLC––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Precision Wealth Strategies, LLC––––Not filed
Norden Group LLC––––Not filed
Pinnacle Associates Ltd––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Portside Wealth Group, LLC––––Not filed
Abundance Wealth Counselors––––Not filed
Siemens Fonds Invest GmbH––––Not filed
QTR Family Wealth, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Syon Capital LLC––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
Kera Capital Partners, Inc.––––Not filed
Astoria Portfolio Advisors LLC.––––Not filed
Hershey Financial Advisers, LLC––––Not filed
JT Stratford LLC––––Not filed
Abel Hall, LLC––––Not filed
AXS Investments LLC––––Not filed
Kepler Cheuvreux (Suisse) SA––––Not filed
Greenleaf Trust––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Financiere des Professionnels - Fonds d,investissement inc.––––Not filed
IHT Wealth Management, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Landscape Capital Management, L.L.C.––––Not filed
Wedmont Private Capital––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Dakota Wealth Management––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Legacy Capital Group California, Inc.––––Not filed
AIA Group Ltd––––Not filed
Roundview Capital LLC––––Not filed
Northwest Wealth Management, LLC––––Not filed
Snowden Capital Advisors LLC––––Not filed
Banque Transatlantique SA––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Drive Wealth Management, LLC––––Not filed
Principal Securities, Inc.––––Not filed
Koshinski Asset Management, Inc.––––Not filed
AlphaGrep UK Ltd––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Mirador Capital Partners LP––––Not filed
SBI Securities Co., Ltd.––––Not filed
Archer Investment Corp––––Not filed
Hollencrest Capital Management––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
Summit Global Investments––––Not filed
Personal Cfo Solutions, LLC––––Not filed
L2 Asset Management, LLC––––Not filed
Patten Group, Inc.––––Not filed
Soros Capital Management LLC––––Not filed
Sanders Morris Harris LLC––––Not filed
Mindset Wealth Management, LLC––––Not filed
Wall Street Financial Group, Inc.––––Not filed
Tema ETFs LLC––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Pinnacle Financial Partners, Inc.––––Not filed
Catalyst Capital Advisors LLC––––Not filed
Intrust Bank NA––––Not filed
World Equity Group, Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
Galvin, Gaustad & Stein, LLC––––Not filed
Essex Financial Services, Inc.––––Not filed
Copeland Capital Management, LLC––––Not filed
Oak Ridge Investments LLC––––Not filed
Archford Capital Strategies, LLC––––Not filed
Riversedge Advisors, LLC––––Not filed
Concentric Capital Strategies, LP––––Not filed
Wallace Hart LLC––––Not filed
Vision Retirement, LLC––––Not filed
Laurion Capital Management LP––––Not filed