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Livermore
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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, Q2 2026

Institutional positions in Comfort Systems USA Inc as of Jun 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

Institutional holders
1,357
+165 vs. Q1 2026
Shares held
32.7M
+302.9K (+0.9%) vs. Q1 2026
Total value
$64.6B
+$20.2B (+45.5%) vs. Q1 2026
New holders
245
497 more added
Sold out
80
491 more reduced

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,357 institutions
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 heldQ2 2026: $64.6B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2026.

Institutions holding FIX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$180.00%0Unchanged
Cordant, Inc.0$2580.00%0New
Darwin Advisors, LLC0$3170.00%0New
Ogorek Anthony Joseph1$1.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC1$1.87K0.00%+1New
Golden State Equity Partners1$1.98K0.01%−32−97.0%Reduced
MJT & Associates Financial Advisory Group, Inc.1$1.98K0.00%−3−75.0%Reduced
Financial Network Wealth Advisors LLC1$1.98K0.00%−1−50.0%Reduced
Investors Portfolio Services LLC1$1.98K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$1.98K0.00%00.0%Unchanged
Trust Co1$1.98K0.00%00.0%Unchanged
American Capital Advisory, LLC1$1.98K0.00%00.0%Unchanged
Breakwater Investment Management1$1.98K0.00%00.0%Unchanged
Seneschal Advisors, LLC1$1.98K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$1.98K0.00%00.0%Unchanged
Motco1$1.98K0.00%+1New
Grove Bank & Trust1$1.98K0.00%+1New
Horizon Financial Services, LLC1$1.98K0.00%+1New
FWL Investment Management, LLC1$1.98K0.00%+1New
Downshift Financial, LLC1$1.98K0.00%+1New
Winthrop Capital Management, LLC1$2.00K0.00%−1−50.0%Reduced
Navigoe, LLC2$3.00K0.00%+2New
Montag A & Associates Inc2$3.00K0.00%00.0%Unchanged
Manchester Capital Management LLC2$3.96K0.00%00.0%Unchanged
Financial Consulate, Inc2$3.96K0.00%00.0%Unchanged
Quaker Wealth Management, LLC2$3.96K0.00%00.0%Unchanged
POM Investment Strategies, LLC2$3.96K0.00%00.0%Unchanged
Park Place Capital Corp2$3.96K0.00%00.0%Unchanged
United Financial Planning Group LLC2$3.96K0.00%00.0%Unchanged
Sunrise Financial Services, LLC2$3.96K0.00%00.0%Unchanged
MV Capital Management, Inc.2$3.96K0.00%+1+100.0%Added
HHM Wealth Advisors, LLC2$3.96K0.00%+1+100.0%Added
Bryn Mawr Trust Co2$3.96K0.00%+2New
Wall Street Access Asset Management, LLC2$3.96K0.00%+2New
IMG Wealth Management, Inc.2$3.96K0.00%+2New
William B. Walkup & Associates, Inc.2$3.96K0.00%+2New
Tounjian Advisory Partners, LLC2$3.96K0.00%+2New
McMillan Office, Inc.2$3.96K0.00%+2New
Strengthening Families & Communities, LLC2$3.96K0.00%+2New
Lodestone Wealth Management LLC2$3.96K0.00%+2New
Capital Advisors, Ltd. LLC2$4.00K0.00%00.0%Unchanged
South State Corp.3$5.95K0.00%00.0%Unchanged
JDM Financial Group LLC3$5.95K0.00%00.0%Unchanged
1015 Capital Partners, LLC3$5.95K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC3$5.95K0.00%+2+200.0%Added
Investment Research & Advisory Group, Inc.3$5.95K0.00%+3New
Transce3nd, LLC4$7.02K0.06%00.0%Unchanged
Bullock Wealth Management Group4$7.46K0.00%+4New
Plante Moran Financial Advisors, LLC4$7.93K0.00%+4New
Alphadyne Asset Management LP5$9.91K0.00%−20−80.0%Reduced
Strive Financial Group ,LLC5$9.91K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$9.91K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC5$9.91K0.01%00.0%Unchanged
Cromwell Holdings LLC5$9.91K0.00%+1+25.0%Added
Valued Wealth Advisors LLC5$9.91K0.00%+1+25.0%Added
Geneos Wealth Management Inc.5$9.91K0.00%+5New
Cape Investment Advisory, Inc.5$9.91K0.00%+5New
SWAN Capital LLC5$9.91K0.00%+5New
Heritage Wealth Advisors6$11.9K0.00%−8−57.1%Reduced
Highline Wealth Partners LLC6$11.9K0.00%00.0%Unchanged
WPG Advisers, LLC6$11.9K0.01%00.0%Unchanged
ZRC Wealth Management, LLC6$11.9K0.00%+2+50.0%Added
Hughes Financial Services, LLC6$11.9K0.00%+2+50.0%Added
Raffa Wealth Management, LLC6$11.9K0.00%+3+100.0%Added
Truvestments Capital LLC6$11.9K0.00%+6New
Westfuller Advisors, LLC6$12.5K0.00%00.0%Unchanged
Chilton Capital Management LLC7$13.9K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$13.9K0.00%+2+40.0%Added
Avion Wealth8$15.0K0.00%00.0%Unchanged
Dunhill Financial, LLC7$15.1K0.00%+2+40.0%Added
Marquette Asset Management, LLC8$15.9K0.00%00.0%Unchanged
Hartford Financial Management Inc.8$15.9K0.00%+2+33.3%Added
Clear Street Markets LLC8$15.9K0.00%+2+33.3%Added
Cornerstone Financial Management LLC8$15.9K0.01%+3+60.0%Added
HFM Investment Advisors, LLC8$15.9K0.01%+5+166.7%Added
IFG Advisory, LLC8$15.9K0.00%+8New
Gleason Group, Inc.8$15.9K0.00%+8New
Institute for Wealth Management, LLC.8$16.1K0.00%+8New
Leonteq Securities AG9$17.8K0.00%−35−79.5%Reduced
E Fund Management (Hong Kong) Co., Ltd.9$17.8K0.01%00.0%Unchanged
Bare Financial Services, Inc9$17.8K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC9$17.8K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp9$17.8K0.00%+1+12.5%Added
Creative Capital Management Investments LLC9$17.8K0.00%+9New
Private Wealth Management Group, LLC10$19.8K0.00%−1−9.1%Reduced
Miller Wealth Advisors, LLC10$19.8K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$19.8K0.00%00.0%Unchanged
Cornerstone Planning Group LLC12$21.5K0.00%−2−14.3%Reduced
Bay Harbor Wealth Management, LLC11$21.8K0.01%+2+22.2%Added
LRI Investments, LLC11$21.8K0.00%+3+37.5%Added
Continuum Advisory, LLC11$21.8K0.00%+11New
Albion Financial Group11$21.8K0.00%00.0%Unchanged
Atlantic Trust, LLC11$21.8K0.00%00.0%Unchanged
Manning & Napier Advisors LLC12$23.4K0.00%+12New
University of Texas/Texas Am Investment Managment Co12$23.8K0.00%00.0%Unchanged
Ancora Advisors, LLC12$23.8K0.00%00.0%Unchanged
High Note Wealth, LLC12$23.8K0.00%00.0%Unchanged
Bayban12$23.8K0.02%00.0%Unchanged
Glynn Capital Management LLC12$23.8K0.01%+12New
Dogwood Wealth Management LLC13$25.8K0.01%+5+62.5%Added