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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 2,559 | $5.07M | 0.06% | −28−1.1% | Reduced |
| RFG Advisory, LLC | 2,576 | $5.11M | 0.08% | −242−8.6% | Reduced |
| Sivia Capital Partners, LLC | 2,592 | $5.14M | 0.62% | +90+3.6% | Added |
| Apollon Wealth Management, LLC | 2,599 | $5.15M | 0.06% | +498+23.7% | Added |
| TD Waterhouse Canada Inc. | 2,787 | $5.20M | 0.01% | −75−2.6% | Reduced |
| Secure Asset Management, LLC | 2,665 | $5.28M | 0.74% | +114+4.5% | Added |
| Thrivent Financial for Lutherans | 2,678 | $5.29M | 0.01% | −29−1.1% | Reduced |
| Omers Administration Corp | 2,674 | $5.30M | 0.03% | +122+4.8% | Added |
| Gulf International Bank (UK) Ltd | 2,682 | $5.32M | 0.10% | −54−2.0% | Reduced |
| Gateway Investment Advisers LLC | 2,683 | $5.32M | 0.05% | +947+54.6% | Added |
| Sidoxia Capital Management, LLC | 2,686 | $5.32M | 3.90% | −266−9.0% | Reduced |
| Mizuho Securities USA LLC | 2,751 | $5.45M | 0.09% | +623+29.3% | Added |
| Hunter Associates Investment Management LLC | 2,761 | $5.47M | 0.63% | −227−7.6% | Reduced |
| Ascent Wealth Partners, LLC | 2,767 | $5.48M | 0.55% | +1,267+84.5% | Added |
| Aubrey Capital Management Ltd | 2,800 | $5.55M | 3.48% | −1,200−30.0% | Reduced |
| Commerce Bank | 2,818 | $5.59M | 0.02% | +141+5.3% | Added |
| The PNC Financial Services Group, Inc. | 2,856 | $5.66M | 0.00% | −1,216−29.9% | Reduced |
| Motley Fool Asset Management LLC | 2,868 | $5.68M | 0.22% | −477−14.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,878 | $5.70M | 0.04% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 2,880 | $5.71M | 1.11% | −16−0.6% | Reduced |
| Allstate Corp | 2,892 | $5.73M | 0.06% | −830−22.3% | Reduced |
| Advisory Services Network, LLC | 2,907 | $5.76M | 0.07% | −153−5.0% | Reduced |
| Bridgeway Capital Management, LLC | 2,910 | $5.77M | 0.10% | −20−0.7% | Reduced |
| Evergreen Capital Management LLC | 2,940 | $5.83M | 0.10% | −2−0.1% | Reduced |
| iA Global Asset Management Inc. | 2,946 | $5.84M | 0.07% | +201+7.3% | Added |
| Yorktown Management & Research Co Inc | 2,960 | $5.87M | 3.59% | −250−7.8% | Reduced |
| Benchmark Investment Advisors LLC | 2,962 | $5.87M | 2.58% | +105+3.7% | Added |
| Warren Averett Asset Management, LLC | 2,969 | $5.88M | 0.03% | +284+10.6% | Added |
| Abn Amro Investment Solutions | 2,974 | $5.89M | 0.05% | +363+13.9% | Added |
| Lighthouse Investment Partners, LLC | 3,000 | $5.95M | 0.18% | −4,594−60.5% | Reduced |
| CenterBook Partners LP | 3,061 | $6.07M | 0.30% | +2,231+268.8% | Added |
| Fedenia Advisers LLC | 3,063 | $6.07M | 1.44% | +3,063 | New |
| Cim, LLC | 3,113 | $6.17M | 0.80% | −2,003−39.2% | Reduced |
| Atria Investments LLC | 3,128 | $6.20M | 0.06% | −1,011−24.4% | Reduced |
| Jane Street Group, LLC | 3,136 | $6.22M | 0.00% | −327−9.4% | Reduced |
| Wealthfront Advisers LLC | 3,137 | $6.22M | 0.01% | +371+13.4% | Added |
| Harvest Fund Management Co., Ltd | 3,149 | $6.24M | 0.21% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 3,149 | $6.24M | 0.35% | +4+0.1% | Added |
| Oak Harvest Investment Services | 3,151 | $6.25M | 0.58% | −2,422−43.5% | Reduced |
| Blair William & Co | 3,231 | $6.40M | 0.02% | +2,456+316.9% | Added |
| LGT Group Foundation | 3,231 | $6.40M | 0.07% | −273−7.8% | Reduced |
| Yousif Capital Management, LLC | 3,284 | $6.51M | 0.07% | −233−6.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,302 | $6.54M | 0.03% | +402+13.9% | Added |
| Nomura Holdings Inc | 3,352 | $6.64M | 0.03% | +1,903+131.3% | Added |
| HB Wealth Management, LLC | 3,379 | $6.70M | 0.04% | +206+6.5% | Added |
| Strategic Global Advisors, LLC | 3,400 | $6.74M | 0.96% | +105+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,405 | $6.75M | 0.03% | +2,682+371.0% | Added |
| MAI Capital Management | 3,431 | $6.80M | 0.03% | +2,501+268.9% | Added |
| Sienna Gestion | 3,455 | $6.81M | 0.40% | +3,455 | New |
| State of Alaska, Department of Revenue | 3,444 | $6.83M | 0.07% | −172−4.8% | Reduced |
| Hudson Bay Capital Management LP | 3,482 | $6.90M | 0.03% | +3,482 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,506 | $6.95M | 0.01% | +64+1.9% | Added |
| Brown Advisory Inc | 3,510 | $6.96M | 0.01% | −3,072−46.7% | Reduced |
| Graham Capital Management, L.P. | 3,646 | $7.23M | 0.19% | +1,719+89.2% | Added |
| Jupiter Asset Management Ltd | 3,682 | $7.30M | 0.04% | +3,682 | New |
| Quadrant Capital Group LLC | 3,704 | $7.34M | 0.20% | −4−0.1% | Reduced |
| Guggenheim Capital LLC | 3,717 | $7.37M | 0.05% | +2,145+136.5% | Added |
| Park Avenue Securities LLC | 3,726 | $7.38M | 0.05% | −26−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,389 | $7.39M | 0.14% | +81+1.9% | Added |
| Callan Family Office, LLC | 3,731 | $7.39M | 0.14% | +325+9.5% | Added |
| Concurrent Investment Advisors, LLC | 3,741 | $7.41M | 0.06% | +2,815+304.0% | Added |
| M&T Bank Corp | 3,741 | $7.41M | 0.02% | −198−5.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,742 | $7.42M | 0.31% | −1,609−30.1% | Reduced |
| Krilogy Financial LLC | 3,759 | $7.45M | 0.22% | +134+3.7% | Added |
| Peregrine Asset Advisers, Inc. | 3,763 | $7.46M | 1.62% | −3,020−44.5% | Reduced |
| Aventail Capital Group, LP | 3,779 | $7.49M | 0.43% | −3,063−44.8% | Reduced |
| Rafferty Asset Management, LLC | 3,780 | $7.49M | 0.02% | +1,218+47.5% | Added |
| BLI - Banque de Luxembourg Investments | 3,850 | $7.52M | 0.27% | +3,850 | New |
| RH Tailwind Management, LLC | 3,800 | $7.53M | 3.52% | +3,800 | New |
| Occudo Quantitative Strategies LP | 3,827 | $7.58M | 0.40% | +2,158+129.3% | Added |
| Argent Capital Management LLC | 3,840 | $7.61M | 0.24% | −3,145−45.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 4,420 | $7.64M | 1.49% | −2,024−31.4% | Reduced |
| Triasima Portfolio Management inc. | 3,869 | $7.67M | 1.04% | −770−16.6% | Reduced |
| Horizon Investments, LLC | 3,874 | $7.67M | 0.08% | +529+15.8% | Added |
| Osmosis Investment Management UK Ltd | 3,880 | $7.69M | 0.36% | +1,820+88.3% | Added |
| Diversify Wealth Management, LLC | 4,488 | $7.77M | 0.13% | −1,506−25.1% | Reduced |
| Diversify Advisory Services, LLC | 4,488 | $7.77M | 0.13% | +4,488 | New |
| Rockefeller Capital Management L.P. | 3,926 | $7.78M | 0.01% | +686+21.2% | Added |
| Farther Finance Advisors, LLC | 3,978 | $7.88M | 0.06% | −52−1.3% | Reduced |
| Diversified Trust Co | 4,010 | $7.95M | 0.13% | −932−18.9% | Reduced |
| Brinker Capital Investments, LLC | 4,038 | $8.00M | 0.06% | −1,118−21.7% | Reduced |
| Marietta Investment Partners LLC | 4,083 | $8.09M | 1.39% | +344+9.2% | Added |
| Bensler, LLC | 4,179 | $8.28M | 0.73% | +4,179 | New |
| Pacer Advisors, Inc. | 4,194 | $8.31M | 0.02% | +2,409+135.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,130 | $8.32M | 0.03% | +1,802+77.4% | Added |
| Intech Investment Management LLC | 4,199 | $8.32M | 0.08% | +1,907+83.2% | Added |
| Crossmark Global Holdings, Inc. | 4,235 | $8.39M | 0.11% | −761−15.2% | Reduced |
| EP Wealth Advisors, LLC | 4,267 | $8.46M | 0.03% | −56−1.3% | Reduced |
| Globeflex Capital L P | 4,291 | $8.50M | 1.09% | −647−13.1% | Reduced |
| Vident Advisory, LLC | 4,300 | $8.52M | 0.06% | +125+3.0% | Added |
| Geneva Partners, LLC | 4,315 | $8.55M | 2.28% | +129+3.1% | Added |
| 1832 Asset Management L.P. | 4,321 | $8.56M | 0.01% | +4,321 | New |
| Anderson Hoagland & Co | 4,328 | $8.58M | 0.67% | −1,745−28.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,334 | $8.59M | 0.09% | +303+7.5% | Added |
| Insight Wealth Strategies, LLC | 4,636 | $8.65M | 0.84% | −801−14.7% | Reduced |
| SIR Capital Management, L.P. | 4,394 | $8.71M | 1.00% | +3,494+388.2% | Added |
| Mitchell Capital Management Co | 4,407 | $8.73M | 1.33% | +78+1.8% | Added |
| CWM Advisors, LLC | 4,436 | $8.79M | 0.36% | +239+5.7% | Added |
| Prospera Financial Services Inc | 4,465 | $8.85M | 0.13% | +1,345+43.1% | Added |
| Linden Thomas Advisory Services, LLC | 4,497 | $8.91M | 0.72% | +474+11.8% | Added |