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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
Laurion Capital Management LP––––Not filed
LVW Advisors, LLC––––Not filed
Loomis Sayles & Co L P––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Montgomery Investment Management Inc––––Not filed
Waterloo Capital, L.P.––––Not filed
Perpetual Ltd––––Not filed
Thompson David Blair––––Not filed
Northbridge Financial Group, LLC––––Not filed
Harbour Capital Advisors, LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Vann Equity Management LLC––––Not filed
Lake Hills Wealth Management, LLC––––Not filed
Valmark Advisers, Inc.––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Oak Thistle LLC––––Not filed
Himension Fund––––Not filed
Gen-Wealth Partners Inc––––Not filed
Confluence Wealth Services, Inc.––––Not filed
LMR Partners LLP––––Not filed
Inspire Advisors, LLC––––Not filed
Kestra Investment Management, LLC––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
AE Wealth Management LLC––––Not filed
Numerai GP LLC––––Not filed
FNY Investment Advisers, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Ewa, LLC––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Americana Partners, LLC––––Not filed
D'Orazio & Associates, Inc.––––Not filed
Cynosure Management, LLC––––Not filed
VGI Partners Ltd––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Magnolia Wealth Management, LLC––––Not filed
Mainsail Asset Management, LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Phoenix Holdings Ltd.––––Not filed
Everpar Advisors LLC––––Not filed
Root Financial Partners, LLC––––Not filed
Optimist Retirement Group LLC––––Not filed
Signal Advisors Wealth, LLC––––Not filed
waypoint wealth counsel––––Not filed
Capstone Wealth Management, LLC––––Not filed
First Washington CORP––––Not filed
Marks Group Wealth Management, Inc––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Aspiriant, LLC––––Not filed
Sound Income Strategies, LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Profund Advisors LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
RSM US Wealth Management LLC––––Not filed
Cinctive Capital Management LP––––Not filed
Stonebridge Financial Group, LLC––––Not filed
Employees Retirement System of Texas––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Kovack Advisors, Inc.––––Not filed
Advisor OS, LLC––––Not filed
Dynasty Wealth Management, LLC––––Not filed
Armis Advisers, LLC––––Not filed
Catalyst Financial Partners LLC––––Not filed
Quadcap Wealth Management, LLC––––Not filed
Resurgent Financial Advisors LLC––––Not filed
Interchange Capital Partners, LLC––––Not filed
Ketron Financial––––Not filed
Cigna Investments Inc––––Not filed
Modern Wealth Management, LLC––––Not filed
Investment Research Partners LLC––––Not filed
Kesler, Norman & Wride, LLC––––Not filed
Sagewood Asset Management LP––––Not filed
Affinity Investment Advisors, LLC––––Not filed
WD Rutherford LLC––––Not filed
American Trust––––Not filed
Avail Investment Partners, LLC––––Not filed
Capital Advisors Inc––––Not filed
Flatrock Wealth Partners LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Abacus Wealth Partners, LLC––––Not filed
Vanguard National Trust Co––––Not filed
9823 Capital, L.P.––––Not filed
Alliance Wealth Advisors, LLC––––Not filed
Fisher Asset Management, LLC––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Miracle Mile Advisors, LLC––––Not filed
Qtron Investments LLC––––Not filed
LifeGoal Wealth Advisors––––Not filed
Everhart Financial Group, Inc.––––Not filed
Group One Trading, L.P.––––Not filed
Walker Asset Management, LLC––––Not filed
Simplicity Wealth,LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Bridgefront Capital, LLC––––Not filed
Symmetry Partners, LLC––––Not filed
Blue Chip Partners, Inc.––––Not filed
Family Wealth Partners, LLC––––Not filed
Wellington Shields Capital Management, LLC––––Not filed
RiverGlades Family Offices LLC––––Not filed