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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 8,262 | $16.4M | 0.09% | −8,331−50.2% | Reduced |
| Keystone Investors Pte Ltd | 8,302 | $16.5M | 0.88% | +8,302 | New |
| USS Investment Management Ltd | 8,354 | $16.6M | 0.07% | +8,354 | New |
| IFM Investors Pty Ltd | 8,435 | $16.7M | 0.11% | +1,048+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $17.1M | 0.04% | +1,333+18.3% | Added |
| DekaBank Deutsche Girozentrale | 12,523 | $17.2M | 0.03% | 00.0% | Unchanged |
| California First Leasing Corp | 8,720 | $17.3M | 3.67% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 8,834 | $17.5M | 0.18% | +5,370+155.0% | Added |
| Moore Capital Management, LP | 9,050 | $17.9M | 0.41% | +3,112+52.4% | Added |
| CI Private Wealth, LLC | 9,134 | $18.1M | 0.03% | +3,522+62.8% | Added |
| IMC-Chicago, LLC | 9,346 | $18.5M | 0.17% | +9,346 | New |
| MetLife Investment Management | 9,407 | $18.6M | 0.08% | −383−3.9% | Reduced |
| JGP Wealth Management, LLC | 9,502 | $18.8M | 1.69% | −20.0% | Reduced |
| CIBC Asset Management Inc | 9,642 | $19.1M | 0.04% | +1,104+12.9% | Added |
| Retirement Systems of Alabama | 9,808 | $19.4M | 0.06% | −91−0.9% | Reduced |
| Pinebridge Investments LLC | 9,867 | $19.6M | 0.16% | +5,563+129.3% | Added |
| Xponance, Inc. | 9,924 | $19.7M | 0.12% | +508+5.4% | Added |
| Crown Advisors Management, Inc. | 10,000 | $19.8M | 10.88% | −3,000−23.1% | Reduced |
| Czech National Bank | 10,003 | $19.8M | 0.11% | +418+4.4% | Added |
| Arizona State Retirement System | 10,088 | $20.0M | 0.10% | +503+5.2% | Added |
| State of Michigan Retirement System | 10,100 | $20.0M | 0.09% | +100+1.0% | Added |
| Oddo BHF Asset Management SAS | 10,163 | $20.1M | 0.93% | +6,025+145.6% | Added |
| Mn Services Vermogensbeheer B.V. | 10,200 | $20.2M | 0.15% | +10,200 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 10,408 | $20.6M | 0.09% | +2,445+30.7% | Added |
| Toronto Dominion Bank | 10,556 | $20.9M | 0.03% | −4,829−31.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,638 | $21.0M | 0.10% | −299−2.7% | Reduced |
| Moran Wealth Management, LLC | 10,601 | $21.0M | 0.57% | −753−6.6% | Reduced |
| Van Eck Associates Corp | 10,688 | $21.2M | 0.01% | +1,933+22.1% | Added |
| Andra AP-fonden | 10,983 | $21.8M | 0.25% | −3,030−21.6% | Reduced |
| Parnassus Investments | 11,091 | $22.0M | 0.06% | +11,091 | New |
| State of New Jersey Common Pension Fund D | 11,365 | $22.5M | 0.08% | −735−6.1% | Reduced |
| DnB Asset Management AS | 11,577 | $22.9M | 0.06% | +252+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 11,644 | $23.1M | 0.07% | +6,668+134.0% | Added |
| Robeco Schweiz AG | 11,799 | $23.4M | 0.38% | −19,675−62.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,928 | $23.6M | 0.07% | −370−3.0% | Reduced |
| Trexquant Investment LP | 11,978 | $23.7M | 0.15% | −704−5.6% | Reduced |
| Investment Management Corp of Ontario | 11,990 | $23.8M | 0.30% | +1,512+14.4% | Added |
| Jones Financial Companies LLLP | 12,880 | $23.9M | 0.01% | +3,715+40.5% | Added |
| BWCP, LP | 12,104 | $24.0M | 3.43% | −9,919−45.0% | Reduced |
| Pallas Capital Advisors LLC | 12,126 | $24.0M | 0.74% | −1,799−12.9% | Reduced |
| Public Employees Retirement System of Ohio | 12,175 | $24.1M | 0.07% | −1,330−9.8% | Reduced |
| Cowa, LLC | 12,439 | $24.7M | 6.18% | +425+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,491 | $24.8M | 0.12% | +961+8.3% | Added |
| State of Tennessee, Treasury Department | 12,539 | $24.9M | 0.07% | −456−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 12,691 | $25.2M | 0.05% | +559+4.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,811 | $25.4M | 0.18% | −1,567−10.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,840 | $25.4M | 0.56% | −938−6.8% | Reduced |
| ING Groep NV | 12,921 | $25.6M | 0.13% | +11,382+739.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $25.8M | 0.20% | 00.0% | Unchanged |
| Tredje AP-fonden | 13,820 | $27.4M | 0.12% | +903+7.0% | Added |
| Hel Ved Capital Management Ltd | 13,990 | $27.7M | 3.91% | +8,420+151.2% | Added |
| Natixis Advisors, L.P. | 14,065 | $27.9M | 0.03% | +1,972+16.3% | Added |
| Public Employees Retirement Association of Colorado | 14,145 | $28.0M | 0.10% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 14,414 | $28.6M | 0.65% | +14,414 | New |
| Ci Investments Inc. | 14,490 | $28.7M | 0.09% | +7,023+94.1% | Added |
| Employees Provident Fund Board | 14,560 | $28.9M | 0.17% | −457−3.0% | Reduced |
| Strategic Planning Group, LLC | 14,590 | $28.9M | 3.15% | +269+1.9% | Added |
| Nykredit A/S | 14,709 | $29.2M | 0.11% | +14,709 | New |
| Swedbank AB | 14,783 | $29.3M | 0.03% | −889−5.7% | Reduced |
| CIBC Bancorp USA Inc. | 15,144 | $29.9M | 0.04% | +4,848+47.1% | Added |
| TCW Group Inc | 15,189 | $30.1M | 0.20% | +14,607+2,509.8% | Added |
| E. Ohman J:or Asset Management AB | 15,448 | $30.6M | 0.71% | −2,371−13.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,550 | $30.8M | 0.15% | +150+1.0% | Added |
| OP Asset Management Ltd | 15,623 | $31.0M | 0.33% | +154+1.0% | Added |
| Advisor Group Holdings, Inc. | 15,672 | $31.1M | 0.04% | −2,903−15.6% | Reduced |
| Quantinno Capital Management LP | 15,842 | $31.4M | 0.04% | +2,963+23.0% | Added |
| Daiwa Securities Group Inc. | 15,891 | $31.5M | 0.07% | +1,967+14.1% | Added |
| STRS Ohio | 15,932 | $31.6M | 0.12% | +13,000+443.4% | Added |
| Credit Agricole S A | 16,085 | $31.9M | 0.08% | −3,334−17.2% | Reduced |
| Peterson Wealth Services | 16,094 | $31.9M | 6.95% | −276−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 16,368 | $32.4M | 0.13% | +2,575+18.7% | Added |
| Treasurer of the State of North Carolina | 16,779 | $33.3M | 0.09% | +1,886+12.7% | Added |
| Mediolanum International Funds Ltd | 17,079 | $33.3M | 0.29% | +1,094+6.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 16,989 | $33.7M | 0.09% | −363−2.1% | Reduced |
| Eventide Asset Management, LLC | 17,370 | $34.4M | 0.46% | +8,563+97.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,475 | $34.6M | 0.07% | +3,829+28.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 17,793 | $35.3M | 0.07% | +17,793 | New |
| KLP Kapitalforvaltning AS | 17,800 | $35.3M | 0.11% | +1,400+8.5% | Added |
| Truist Financial Corp | 17,833 | $35.3M | 0.04% | −9,914−35.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,957 | $35.6M | 0.09% | +327+1.9% | Added |
| Wealth High Governance Asset Management Ltda. | 18,096 | $35.9M | 3.82% | −7,881−30.3% | Reduced |
| Great West Life Assurance Co | 18,540 | $36.7M | 0.06% | +2,624+16.5% | Added |
| Captrust Financial Advisors | 18,634 | $36.9M | 0.06% | +1,165+6.7% | Added |
| Bessemer Group Inc | 19,083 | $37.8M | 0.05% | −3,109−14.0% | Reduced |
| Fred Alger Management, LLC | 19,257 | $38.2M | 0.13% | −1,307−6.4% | Reduced |
| Artemis Investment Management LLP | 19,556 | $38.8M | 0.35% | −17,043−46.6% | Reduced |
| Zurich Insurance Group Ltd | 19,777 | $39.2M | 0.27% | −7,163−26.6% | Reduced |
| Renaissance Group LLC | 19,928 | $39.5M | 1.60% | −9,446−32.2% | Reduced |
| Navellier & Associates Inc | 20,358 | $40.3M | 3.20% | +556+2.8% | Added |
| Mackenzie Financial Corp | 20,665 | $41.0M | 0.04% | +2,435+13.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,634 | $41.1M | 0.07% | −94−0.4% | Reduced |
| Goodlander Investment Management, LLC | 21,000 | $41.6M | 12.56% | +9,000+75.0% | Added |
| Summit Partners Public Asset Management, LLC | 21,000 | $41.6M | 1.08% | +11,000+110.0% | Added |
| SEB Asset Management AB | 21,130 | $41.9M | 0.16% | +4,651+28.2% | Added |
| State of Wisconsin Investment Board | 21,202 | $42.0M | 0.08% | −3,324−13.6% | Reduced |
| Mercer Global Advisors Inc | 21,279 | $42.2M | 0.05% | +2,524+13.5% | Added |
| Handelsbanken Fonder AB | 21,390 | $42.4M | 0.12% | +1,357+6.8% | Added |
| Stifel Financial Corp | 21,919 | $43.4M | 0.04% | −3,352−13.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 22,724 | $45.0M | 0.64% | −1,138−4.8% | Reduced |
| Candriam Luxembourg S.C.A. | 23,255 | $46.0M | 0.21% | −3,821−14.1% | Reduced |