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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 155 | $307.2K | 0.00% | −1,489−90.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 155 | $307.2K | 0.03% | +155 | New |
| George Kaiser Family Foundation | 155 | $307.2K | 0.03% | +155 | New |
| Prosperity Consulting Group, LLC | 155 | $307.2K | 0.01% | +155 | New |
| Clearstead Advisors, LLC | 156 | $309.2K | 0.00% | −791−83.5% | Reduced |
| Ibex Wealth Advisors | 156 | $309.3K | 0.02% | +2+1.3% | Added |
| Legato Capital Management LLC | 157 | $311.2K | 0.03% | −94−37.5% | Reduced |
| Chicago Trust Co NA | 157 | $311.2K | 0.05% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 157 | $311.2K | 0.18% | +2+1.3% | Added |
| Central Valley Advisors, LLC | 159 | $315.1K | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 159 | $316.0K | 0.01% | +159 | New |
| SFMG, LLC | 160 | $317.1K | 0.02% | −154−49.0% | Reduced |
| Flagship Harbor Advisors, LLC | 160 | $317.6K | 0.01% | −94−37.0% | Reduced |
| Maia Wealth LLC | 161 | $319.1K | 0.05% | −12−6.9% | Reduced |
| Power Wealth Management LLC | 161 | $319.1K | 0.11% | −2−1.2% | Reduced |
| Causeway Capital Management LLC | 162 | $321.1K | 0.00% | −22−12.0% | Reduced |
| Stonebrook Private Inc. | 162 | $321.1K | 0.06% | +162 | New |
| Values First Advisors, Inc. | 162 | $321.2K | 0.15% | +162 | New |
| International Assets Investment Management, LLC | 175 | $326.4K | 0.02% | −5−2.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 165 | $327.0K | 0.29% | +165 | New |
| Cypress Point Wealth Management, LLC | 165 | $327.0K | 0.07% | +165 | New |
| Markin Volterra Fund LP | 167 | $331.0K | 1.12% | −5−2.9% | Reduced |
| Verum Partners LLC | 167 | $331.0K | 0.05% | +2+1.2% | Added |
| Mather Group, LLC. | 167 | $331.0K | 0.00% | +11+7.1% | Added |
| Pure Financial Advisors, Inc. | 167 | $331.0K | 0.00% | +167 | New |
| Stanley-Laman Group, Ltd. | 167 | $331.0K | 0.03% | +167 | New |
| Third View Private Wealth, LLC | 167 | $331.0K | 0.04% | +167 | New |
| Basecamp Wealth Advisors LLC | 168 | $333.0K | 0.06% | +1+0.6% | Added |
| Parkside Financial Bank & Trust | 168 | $333.0K | 0.02% | −28−14.3% | Reduced |
| Claro Advisors LLC | 169 | $334.9K | 0.04% | −16−8.6% | Reduced |
| Omnia Family Wealth, LLC | 169 | $334.9K | 0.09% | +2+1.2% | Added |
| Great Valley Advisor Group, Inc. | 169 | $335.1K | 0.01% | +169 | New |
| Left Brain Wealth Management, LLC | 170 | $336.9K | 0.10% | +170 | New |
| Turner Financial Group, Inc. | 171 | $337.9K | 0.34% | +171 | New |
| Keudell/Morrison Wealth Management | 174 | $344.9K | 0.07% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 174 | $344.9K | 0.14% | −11−5.9% | Reduced |
| Credit Capital Investments LLC | 175 | $346.8K | 0.20% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 175 | $346.8K | 0.18% | +175 | New |
| Aaron Wealth Advisors | 177 | $350.8K | 0.02% | +177 | New |
| Versant Capital Management, Inc | 177 | $351.2K | 0.03% | +11+6.6% | Added |
| Princeton Global Asset Management LLC | 178 | $353.1K | 0.05% | +28+18.7% | Added |
| Massmutual Trust Co FSB | 179 | $354.8K | 0.01% | −18−9.1% | Reduced |
| WBI Investments | 180 | $356.3K | 0.09% | +180 | New |
| Twin Capital Management Inc | 182 | $360.7K | 0.04% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 183 | $362.7K | 0.04% | +31+20.4% | Added |
| BankChampaign, National Association | 183 | $362.7K | 0.28% | +183 | New |
| Brookstone Capital Management | 183 | $362.7K | 0.00% | −97−34.6% | Reduced |
| Layline Advisors, LLC | 184 | $365.5K | 0.33% | −149−44.7% | Reduced |
| City Center Advisors, LLC | 185 | $366.8K | 0.30% | −7−3.6% | Reduced |
| Gallacher Capital Management LLC | 186 | $368.0K | 0.21% | −525−73.8% | Reduced |
| Quarry LP | 186 | $368.6K | 0.06% | −68−26.8% | Reduced |
| Bayesian Capital Management, LP | 186 | $368.6K | 0.24% | +186 | New |
| Shelton Capital Management | 187 | $370.6K | 0.01% | −6−3.1% | Reduced |
| Oslo Pensjonsforsikring AS | 188 | $372.6K | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 188 | $372.6K | 0.02% | +23+13.9% | Added |
| PDS Planning, Inc | 189 | $374.6K | 0.02% | +22+13.2% | Added |
| Monticello Wealth Management, LLC | 189 | $374.6K | 0.02% | +189 | New |
| Snowwater Investment Partners, LLC | 190 | $376.6K | 0.26% | +2+1.1% | Added |
| Stephens Inc | 190 | $376.6K | 0.00% | −29−13.2% | Reduced |
| Buckhead Capital Management LLC | 190 | $376.6K | 0.13% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 191 | $378.6K | 0.01% | −56−22.7% | Reduced |
| Fielder Capital Group LLC | 193 | $382.5K | 0.08% | +10+5.5% | Added |
| Johnson Financial Group, Inc. | 193 | $382.5K | 0.01% | −50−20.6% | Reduced |
| Keynote Financial Services LLC | 194 | $384.5K | 0.18% | 00.0% | Unchanged |
| Groupama Asset Managment | 201 | $391.7K | 0.00% | −229−53.3% | Reduced |
| Family Wealth Group, LLC | 198 | $392.7K | 0.21% | −33−14.3% | Reduced |
| Spears Abacus Advisors LLC | 199 | $394.4K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 200 | $395.6K | 0.33% | +200 | New |
| Annandale Capital, LLC | 200 | $396.0K | 0.06% | +200 | New |
| Jag Capital Management, LLC | 200 | $396.4K | 0.04% | −84−29.6% | Reduced |
| Westmount Partners, LLC | 200 | $397.3K | 0.09% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 201 | $398.4K | 0.11% | +13+6.9% | Added |
| Net Worth Advisory Group | 204 | $403.8K | 0.10% | −26−11.3% | Reduced |
| Wedbush Securities Inc | 204 | $404.0K | 0.01% | −68−25.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 204 | $404.3K | 0.03% | −8−3.8% | Reduced |
| CAPROCK Group, Inc. | 205 | $407.4K | 0.01% | +205 | New |
| Bartlett & Co. Wealth Management LLC | 207 | $410.3K | 0.01% | +207 | New |
| Novem Group | 207 | $410.3K | 0.04% | −114−35.5% | Reduced |
| Meredith Wealth Planning | 209 | $414.5K | 0.10% | +63+43.2% | Added |
| Ponta Wealth Partners, LLC | 211 | $418.2K | 0.22% | +2+1.0% | Added |
| TABR Capital Management, LLC | 211 | $418.6K | 0.36% | −22−9.4% | Reduced |
| Fiduciary Trust Co | 212 | $420.7K | 0.00% | −490−69.8% | Reduced |
| Inceptionr LLC | 213 | $422.2K | 0.10% | +213 | New |
| Alerus Financial NA | 215 | $426.1K | 0.02% | +82+61.7% | Added |
| TCG Advisory Services, LLC | 215 | $426.2K | 0.01% | +215 | New |
| Impact Capital Partners LLC | 217 | $430.1K | 0.12% | +217 | New |
| Ostrum Asset Management | 219 | $434.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 221 | $438.0K | 0.12% | 00.0% | Unchanged |
| Cogent Strategic Wealth LLC | 221 | $438.0K | 0.42% | 00.0% | Unchanged |
| Axxion S.A. | 223 | $442.0K | 0.03% | +223 | New |
| Picton Mahoney Asset Management | 224 | $444.0K | 0.00% | −84−27.3% | Reduced |
| Fidelis Capital Partners, LLC | 224 | $444.0K | 0.03% | +12+5.7% | Added |
| Fukoku Mutual Life Insurance Co | 224 | $444.0K | 0.03% | +27+13.7% | Added |
| Bahl & Gaynor Inc | 224 | $444.0K | 0.00% | +224 | New |
| Howard Capital Management Inc. | 224 | $444.0K | 0.01% | +224 | New |
| Intrua Financial, LLC | 224 | $444.0K | 0.04% | +224 | New |
| Supplemental Annuity Collective Trust of NJ | 225 | $445.9K | 0.11% | −13−5.5% | Reduced |
| Panoramic Investment Advisors, LLC | 225 | $445.9K | 0.21% | +60+36.4% | Added |
| TD Private Client Wealth LLC | 227 | $449.9K | 0.01% | −195−46.2% | Reduced |
| Ellevest, Inc. | 229 | $453.9K | 0.05% | −8−3.4% | Reduced |