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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
UMA Financial Services, Inc.13$25.8K0.00%+1+8.3%Added
Harbor Capital Advisors, Inc.13$26.0K0.00%+13New
Wolff Wiese Magana LLC14$27.7K0.01%+6+75.0%Added
Ameriflex Group, Inc.15$29.7K0.01%00.0%Unchanged
Bogart Wealth, LLC15$29.7K0.00%−3−16.7%Reduced
Contravisory Investment Management, Inc.16$31.7K0.01%−2−11.1%Reduced
Field & Main Bank16$31.7K0.01%+16New
Avalon Trust Co16$31.7K0.00%00.0%Unchanged
Sachetta, LLC16$31.7K0.02%+3+23.1%Added
Carolina Wealth Advisors, LLC18$35.7K0.01%+7+63.6%Added
Kemnay Advisory Services Inc.19$37.7K0.00%−79−80.6%Reduced
Signature Equity Partners, LLC20$39.7K0.02%−15−42.9%Reduced
Colonial Trust Advisors21$41.6K0.00%+21New
JNBA Financial Advisors21$41.6K0.00%+21New
GoalVest Advisory LLC22$43.6K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.22$43.6K0.00%+12+120.0%Added
First Horizon Corp22$43.6K0.00%+18+450.0%Added
Cary Street Partners Financial LLC22$43.6K0.00%+22New
American National Bank23$45.6K0.00%00.0%Unchanged
Rossby Financial, LCC23$45.6K0.01%−1−4.2%Reduced
Farmers & Merchants Investments Inc23$45.6K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.24$47.6K0.01%−10−29.4%Reduced
Kilter Group LLC24$47.6K0.02%+5+26.3%Added
Nemes Rush Group LLC24$47.6K0.00%+24New
Silver Grove Financial Group, Inc.25$49.5K0.03%+25New
NBC Securities, Inc.26$51.5K0.00%−5−16.1%Reduced
Webster Bank, N. A.26$51.5K0.00%+12+85.7%Added
Foster Dykema Cabot & Partners, LLC27$53.5K0.00%00.0%Unchanged
JPL Wealth Management, LLC27$53.5K0.01%00.0%Unchanged
Salomon & Ludwin, LLC29$54.1K0.00%00.0%Unchanged
Sims Investment Management, LLC29$57.5K0.02%+29New
Wealth Enhancement Trust Services, Inc.29$57.5K0.01%+29New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.33$65.4K0.20%−105−76.1%Reduced
St Germain D J Co Inc33$65.4K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$67.4K0.01%00.0%Unchanged
Action Point Financial Planning, LLC35$67.4K0.01%+35New
SBI Okasan Asset Management Co.Ltd.35$68.2K0.00%−6−14.6%Reduced
Bayforest Capital Ltd35$69.4K0.06%+35New
MCF Advisors LLC35$69.4K0.00%00.0%Unchanged
Verdence Capital Advisors LLC35$69.5K0.00%−90−72.0%Reduced
Morse Asset Management, Inc36$71.3K0.01%+30+500.0%Added
Toth Financial Advisory Corp37$73.3K0.01%+2+5.7%Added
Zions Bancorporation, National Association38$75.3K0.00%−2−5.0%Reduced
Wellington-Altus USA Inc.56$77.2K0.06%00.0%Unchanged
MidFirst Bank41$81.3K0.01%+19+86.4%Added
Bell Investment Advisors, Inc42$83.2K0.01%00.0%Unchanged
Financial Life Planners42$84.0K0.05%00.0%Unchanged
Crews Bank & Trust43$85.2K0.01%−5−10.4%Reduced
Stephenson National Bank & Trust43$85.2K0.02%+43New
HM Payson & Co45$89.2K0.00%−20−30.8%Reduced
JFS Wealth Advisors, LLC46$91.2K0.00%+1+2.2%Added
Harel Insurance Investments & Financial Services Ltd.48$95.0K0.00%+5+11.6%Added
Caldwell Trust Co50$99.1K0.01%+40+400.0%Added
Toews Corp50$99.1K0.01%+50New
Eastern Bank50$99.1K0.00%+50New
CX Institutional53$105.0K0.00%+21+65.6%Added
CVA Family Office, LLC55$109.0K0.01%+9+19.6%Added
Custom Index Systems, LLC57$113.0K0.04%+57New
Owl Creek Wealth Partners LLC57$113.0K0.03%+1+1.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA61$120.9K0.03%+11+22.0%Added
Pension & Wealth Management Advisors, Inc.61$121.2K0.03%+4+7.0%Added
Reyes Financial Architecture, Inc.64$126.8K0.07%−5−7.2%Reduced
Wealth Preservation Advisors, LLC65$128.8K0.07%+3+4.8%Added
SHP Wealth Management67$132.5K0.01%+7+11.7%Added
Thurston, Springer, Miller, Herd & Titak, Inc.67$132.8K0.05%+2+3.1%Added
Activest Wealth Management67$132.8K0.03%−8−10.7%Reduced
Private Trust Co NA69$136.8K0.01%+21+43.8%Added
Strategic Advocates LLC73$144.7K0.56%+2+2.8%Added
LifeSteps Financial, Inc.74$146.7K0.07%+74New
Barrett & Company, Inc.75$148.6K0.04%00.0%Unchanged
Covestor Ltd76$151.0K0.09%+64+533.3%Added
CoreCap Advisors, LLC78$154.6K0.00%+66+550.0%Added
Anchor Investment Management, LLC79$156.6K0.01%+10+14.5%Added
Pittenger & Anderson Inc79$156.6K0.01%+15+23.4%Added
Solstein Capital, LLC84$166.5K0.06%00.0%Unchanged
Rakuten Securities, Inc.92$182.3K0.04%+48+109.1%Added
Byrne Asset Management LLC93$184.3K0.10%+4+4.5%Added
Onefund, LLC95$188.3K0.11%−1−1.0%Reduced
Stone House Investment Management, LLC96$190.4K0.03%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$198.0K0.05%00.0%Unchanged
Warburton Capital Management, LLC101$200.0K0.08%+101New
AMG National Trust Bank101$200.2K0.00%+101New
Gibson Capital, LLC101$200.2K0.03%+101New
Revolve Wealth Partners, LLC101$200.2K0.02%+101New
Harmony Asset Management LLC101$200.2K0.05%+101New
SMART Wealth LLC101$200.3K0.04%+101New
Alesco Advisors LLC102$202.2K0.00%+102New
TritonPoint Partners, LLC102$202.2K0.02%+102New
Foster Victor Wealth Advisors, LLC115$204.1K0.01%+115New
Coastal Bridge Advisors, LLC103$204.1K0.01%−72−41.1%Reduced
Roberts Glore & Co Inc103$204.1K0.05%+103New
Legacy Trust103$204.1K0.04%+103New
Goldstone Financial Group, LLC103$204.1K0.02%+103New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management103$204.1K0.00%−47−31.3%Reduced
Bridgewater Advisors Inc.128$205.8K0.01%+2+1.6%Added
Sage Rhino Capital LLC104$206.1K0.03%+104New
Volterra Technologies LP104$206.1K0.13%+104New
Icon Wealth Advisors, LLC104$206.2K0.01%+104New
Sageworth Trust Co of South Dakota105$208.1K0.13%+105New
SJS Investment Consulting Inc.106$210.1K0.02%+6+6.0%Added