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
- +305.1K (+0.9%) vs. Q1 2026
- Total value
- $64.6B
- +$20.2B (+45.5%) vs. Q1 2026
- New holders
- 245
- 498 more added
- Sold out
- 80
- 490 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 |
|---|---|---|---|---|---|
| Schwartz Investment Counsel Inc | 4,500 | $8.92M | 0.30% | −800−15.1% | Reduced |
| Fifth Third Bancorp | 4,535 | $8.99M | 0.01% | −370−7.5% | Reduced |
| NWK Group, Inc. | 4,555 | $9.03M | 2.78% | −925−16.9% | Reduced |
| Thames Capital Management LLC | 4,561 | $9.04M | 0.74% | −5,548−54.9% | Reduced |
| Buckingham Strategic Partners | 4,624 | $9.17M | 0.08% | −1,433−23.7% | Reduced |
| Bellars Harris Wealth Management, LLC | 4,655 | $9.23M | 1.88% | +4,655 | New |
| Exchange Traded Concepts, LLC | 4,712 | $9.34M | 0.05% | +3,479+282.2% | Added |
| Freedom Day Solutions, LLC | 4,718 | $9.35M | 2.07% | −1,209−20.4% | Reduced |
| Davidson Capital Management Inc. | 4,734 | $9.38M | 1.50% | −92−1.9% | Reduced |
| Nissay Asset Management Corp | 4,842 | $9.60M | 0.04% | +132+2.8% | Added |
| MML Investors Services, LLC | 4,843 | $9.60M | 0.02% | +462+10.5% | Added |
| Sanctuary Advisors, LLC | 4,855 | $9.62M | 0.04% | +226+4.9% | Added |
| Integrated Wealth Concepts LLC | 4,868 | $9.65M | 0.06% | −395−7.5% | Reduced |
| Bridges Investment Management Inc | 4,930 | $9.77M | 0.12% | −900−15.4% | Reduced |
| Horizon Investment Services, LLC | 4,936 | $9.78M | 2.72% | −207−4.0% | Reduced |
| US Bancorp | 4,972 | $9.85M | 0.01% | +401+8.8% | Added |
| JustInvest LLC | 4,974 | $9.86M | 0.08% | +196+4.1% | Added |
| Meeder Asset Management Inc | 5,057 | $10.0M | 0.51% | +1,122+28.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,094 | $10.1M | 0.29% | +131+2.6% | Added |
| Brighton Jones LLC | 5,106 | $10.1M | 0.19% | −367−6.7% | Reduced |
| Waratah Capital Advisors Ltd. | 5,136 | $10.2M | 0.78% | −5,593−52.1% | Reduced |
| Independent Advisor Alliance | 5,161 | $10.2M | 0.24% | −1,342−20.6% | Reduced |
| New York Life Investment Management LLC | 5,214 | $10.3M | 0.07% | +322+6.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,248 | $10.4M | 0.08% | −9,646−64.8% | Reduced |
| British Columbia Investment Management Corp | 5,272 | $10.4M | 0.07% | +411+8.5% | Added |
| Utah Retirement Systems | 5,291 | $10.5M | 0.10% | −364−6.4% | Reduced |
| Consolidated Planning Corp | 5,341 | $10.6M | 1.43% | +174+3.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,357 | $10.6M | 1.71% | +3,480+185.4% | Added |
| Crestwood Advisors Group LLC | 5,371 | $10.6M | 0.16% | +2,769+106.4% | Added |
| Transamerica Financial Advisors, Inc. | 5,372 | $10.6M | 0.90% | −3,416−38.9% | Reduced |
| Ritholtz Wealth Management | 5,432 | $10.8M | 0.16% | +365+7.2% | Added |
| Private Advisor Group, LLC | 5,480 | $10.9M | 0.05% | −760−12.2% | Reduced |
| Standard Life Aberdeen plc | 5,508 | $10.9M | 0.02% | +477+9.5% | Added |
| PEAK6 LLC | 5,512 | $10.9M | 0.27% | +899+19.5% | Added |
| NEOS Investment Management LLC | 5,555 | $11.0M | 0.04% | +773+16.2% | Added |
| Mutual of America Capital Management LLC | 5,591 | $11.1M | 0.11% | +114+2.1% | Added |
| CBOE Vest Financial, LLC | 5,605 | $11.1M | 0.12% | −3,235−36.6% | Reduced |
| XTX Topco Ltd | 5,613 | $11.1M | 0.14% | +5,249+1,442.0% | Added |
| Huntleigh Advisors, Inc. | 5,631 | $11.2M | 1.56% | −1,812−24.3% | Reduced |
| Public Sector Pension Investment Board | 5,698 | $11.3M | 0.03% | +26+0.5% | Added |
| APG Asset Management N.V. | 6,561 | $11.4M | 0.03% | +4,577+230.7% | Added |
| Prosperitas Financial LLC | 5,761 | $11.4M | 3.66% | −274−4.5% | Reduced |
| Monument Capital Management | 5,796 | $11.5M | 2.31% | −236−3.9% | Reduced |
| Stansberry Asset Management, LLC | 5,808 | $11.5M | 1.05% | +2,658+84.4% | Added |
| Premier Fund Managers Ltd | 5,930 | $11.6M | 1.05% | +1,180+24.8% | Added |
| Seven Grand Managers, LLC | 6,000 | $11.9M | 0.48% | +6,000 | New |
| Zacks Investment Management | 6,065 | $12.0M | 0.09% | +298+5.2% | Added |
| UniSuper Management Pty Ltd | 6,088 | $12.1M | 0.06% | +1,965+47.7% | Added |
| Calamos Advisors LLC | 6,176 | $12.2M | 0.04% | +70+1.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,180 | $12.2M | 0.29% | −2,831−31.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,182 | $12.3M | 1.93% | −374−5.7% | Reduced |
| Dividend Assets Capital, LLC | 6,237 | $12.4M | 2.39% | −1,329−17.6% | Reduced |
| Kadensa Capital Ltd | 6,269 | $12.4M | 2.65% | +6,269 | New |
| HighTower Advisors, LLC | 6,284 | $12.5M | 0.01% | −1,271−16.8% | Reduced |
| Night Squared LP | 6,301 | $12.5M | 1.34% | +901+16.7% | Added |
| AdvisorShares Investments LLC | 6,315 | $12.5M | 1.51% | −967−13.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 6,450 | $12.8M | 0.51% | +5,640+696.3% | Added |
| Silvant Capital Management LLC | 6,454 | $12.8M | 0.37% | +3,558+122.9% | Added |
| GWM Advisors LLC | 6,476 | $12.8M | 0.04% | +1,512+30.5% | Added |
| ProShare Advisors LLC | 6,490 | $12.9M | 0.02% | +1,468+29.2% | Added |
| Illinois Municipal Retirement Fund | 6,531 | $12.9M | 0.15% | −266−3.9% | Reduced |
| Mawer Investment Management Ltd. | 6,534 | $13.0M | 0.09% | +1,338+25.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,561 | $13.0M | 0.11% | +2,588+65.1% | Added |
| Holocene Advisors, LP | 6,568 | $13.0M | 0.03% | −20,111−75.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,572 | $13.0M | 0.89% | +74+1.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 6,595 | $13.1M | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 6,700 | $13.3M | 0.28% | −100−1.5% | Reduced |
| Two Sigma Investments, LP | 6,740 | $13.4M | 0.01% | −1,654−19.7% | Reduced |
| Merit Financial Group, LLC | 6,747 | $13.4M | 0.08% | −72−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 6,815 | $13.5M | 0.02% | +699+11.4% | Added |
| Avanza Fonder AB | 6,863 | $13.6M | 0.30% | +950+16.1% | Added |
| Kestra Advisory Services, LLC | 6,870 | $13.6M | 0.04% | +649+10.4% | Added |
| Fideuram Asset Management (Ireland) dac | 7,579 | $13.6M | 0.26% | +5,769+318.7% | Added |
| Spire Wealth Management | 6,901 | $13.7M | 0.41% | +451+7.0% | Added |
| BW Gestao de Investimentos Ltda. | 6,904 | $13.7M | 0.33% | −7,119−50.8% | Reduced |
| Wealth High Governance Capital Ltda | 6,904 | $13.7M | 4.09% | −7,119−50.8% | Reduced |
| Bank of Nova Scotia | 6,925 | $13.7M | 0.02% | +2,861+70.4% | Added |
| Advisors Asset Management, Inc. | 6,969 | $13.8M | 0.21% | −1,227−15.0% | Reduced |
| Hedeker Wealth, LLC | 7,017 | $13.9M | 2.65% | −112−1.6% | Reduced |
| Prudential PLC | 7,069 | $14.0M | 0.10% | −375−5.0% | Reduced |
| Scalar Gauge Management, LLC | 7,100 | $14.1M | 7.76% | +1,000+16.4% | Added |
| Tudor Investment Corp Et Al | 7,108 | $14.1M | 0.06% | +6,915+3,582.9% | Added |
| Pathstone Holdings, LLC | 7,119 | $14.1M | 0.04% | −982−12.1% | Reduced |
| Erste Asset Management GmbH | 7,380 | $14.4M | 0.11% | +7,379+737,900.0% | Added |
| Janney Montgomery Scott LLC | 7,342 | $14.6M | 0.03% | −191−2.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 7,356 | $14.6M | 1.00% | −305−4.0% | Reduced |
| Walleye Capital LLC | 7,404 | $14.7M | 0.07% | −1,075−12.7% | Reduced |
| Amalgamated Bank | 7,408 | $14.7M | 0.10% | −191−2.5% | Reduced |
| VestGen Advisors, LLC | 7,459 | $14.8M | 0.43% | −551−6.9% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 7,628 | $15.1M | 0.13% | −2,658−25.8% | Reduced |
| Entropy Technologies, LP | 7,645 | $15.2M | 0.60% | +1,191+18.5% | Added |
| Whittier Trust Co | 8,480 | $15.2M | 0.15% | +22+0.3% | Added |
| Woodline Partners LP | 7,673 | $15.2M | 0.05% | +776+11.3% | Added |
| Baird Financial Group, Inc. | 7,697 | $15.3M | 0.02% | −2,404−23.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,762 | $15.4M | 0.07% | −436−5.3% | Reduced |
| Varma Mutual Pension Insurance Co | 7,800 | $15.5M | 0.08% | +7,800 | New |
| Blue Grotto Capital, LLC | 8,000 | $15.9M | 1.32% | −27,467−77.4% | Reduced |
| Dorsey Wright & Associates | 8,032 | $15.9M | 2.70% | −7,855−49.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 8,205 | $16.2M | 0.04% | +3,378+70.0% | Added |
| Verition Fund Management LLC | 8,238 | $16.3M | 0.11% | −1,351−14.1% | Reduced |