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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
Integrity Alliance, LLC.229$453.9K0.01%+229New
Palladiem, LLC230$456.8K0.44%+65+39.4%Added
Coston, McIsaac & Partners232$459.0K0.09%−7−2.9%Reduced
J. Team Financial, Inc.233$463.2K0.45%+43+22.6%Added
Cornerstone Select Advisors, LLC235$464.9K0.20%+235New
Keybank National Association238$471.7K0.00%+62+35.2%Added
Five Oceans Advisors240$475.7K0.15%00.0%Unchanged
David J Yvars Group240$475.7K0.23%+70+41.2%Added
Affinity Capital Advisors, LLC267$478.7K0.06%00.0%Unchanged
Ashton Thomas Securities, LLC242$479.6K0.07%−39−13.9%Reduced
FSM Wealth Advisors, LLC243$481.0K0.05%−47−16.2%Reduced
Financial Advisory Service, Inc.245$485.6K0.03%00.0%Unchanged
Prosperity Financial Group, Inc.246$487.6K0.15%+41+20.0%Added
Tucker Asset Management LLC247$489.5K0.12%+247New
BayBridge Capital Group, LLC247$489.6K0.26%−619−71.5%Reduced
DRW Securities, LLC249$493.5K0.03%−263−51.4%Reduced
Old National Bancorp249$493.5K0.01%−20−7.4%Reduced
Banco BTG Pactual S.A.251$497.5K0.07%+251New
Measured Wealth Private Client Group, LLC252$499.5K0.12%+82+48.2%Added
Cornerstone Wealth Management, LLC252$499.5K0.02%+252New
Procyon Private Wealth Partners, LLC253$501.5K0.02%+46+22.2%Added
Polymer Capital Management (US) LLC254$503.4K0.07%−539−68.0%Reduced
Valeo Financial Advisors, LLC254$503.4K0.01%+53+26.4%Added
Financial Engines Advisors L.L.C.255$505.4K0.00%−182−41.6%Reduced
Liberty One Investment Management, LLC255$505.9K0.05%−8−3.0%Reduced
West Family Investments, Inc.257$509.4K0.15%+64+33.2%Added
Expressive Wealth LLC258$511.3K0.48%+258New
D.A. Davidson & Co.260$515.3K0.00%+1+0.4%Added
C M Bidwell & Associates Ltd261$517.3K0.21%−8−3.0%Reduced
Morris Financial Concepts, Inc.264$523.2K0.16%00.0%Unchanged
Optimize Financial Inc264$523.2K0.19%00.0%Unchanged
Sound Capital Solutions LLC264$523.2K0.12%+264New
Fire Capital Management LLC264$523.2K0.21%+264New
Reliant Investment Partners, LLC266$527.2K0.36%+25+10.4%Added
Connecticut Wealth Management, LLC267$529.2K0.02%−221−45.3%Reduced
MBL Wealth, LLC267$529.2K0.04%−22−7.6%Reduced
Darden Wealth Group Inc270$535.1K0.21%00.0%Unchanged
Leeward Financial Partners, LLC272$539.1K0.14%−24−8.1%Reduced
Quantum Financial Advisors, LLC273$540.7K0.05%00.0%Unchanged
Greenspring Advisors, LLC274$543.1K0.03%−1−0.4%Reduced
Moody Aldrich Partners LLC275$545.0K0.10%−2−0.7%Reduced
Davis R M Inc276$547.0K0.01%00.0%Unchanged
Range Financial Group LLC277$549.0K0.15%−66−19.2%Reduced
Englebert Financial Advisers, LLC281$556.9K0.55%+281New
Poinciana Advisors Group, LLC282$558.9K0.41%00.0%Unchanged
One Wealth Capital Management, LLC282$558.9K0.16%+70+33.0%Added
Advyzon Investment Management, LLC284$562.9K0.04%−128−31.1%Reduced
First Citizens Bank & Trust Co285$564.9K0.01%00.0%Unchanged
Three Seasons Wealth, LLC285$564.9K0.05%+285New
Blueshift Asset Management, LLC286$566.8K0.13%−325−53.2%Reduced
Balboa Wealth Partners286$566.8K0.08%−108−27.4%Reduced
Centaurus Financial, Inc.286$567.0K0.02%+46+19.2%Added
Angeles Wealth Management, LLC287$568.8K0.03%+20+7.5%Added
Aventura Private Wealth, LLC287$568.8K0.17%+128+80.5%Added
SageView Advisory Group, LLC289$572.8K0.02%+3+1.0%Added
Tactive Advisors, LLC290$574.8K0.14%+290New
XML Financial, LLC291$576.7K0.04%−8−2.7%Reduced
Alyeska Investment Group, L.P.293$580.7K0.00%−11,526−97.5%Reduced
Mach-1 Financial Group, Inc.296$586.7K0.23%−194−39.6%Reduced
Great Lakes Advisors, LLC297$588.6K0.00%−15−4.8%Reduced
Barlow Wealth Partners, Inc.350$589.7K0.06%−14−3.8%Reduced
Keebeck Wealth Management, LLC298$590.6K0.06%−243−44.9%Reduced
Family Management Corp298$590.6K0.06%00.0%Unchanged
Avestar Capital, LLC299$593.0K0.04%−47−13.6%Reduced
Wellington Shields Capital Management, LLC300$594.6K0.08%00.0%Unchanged
RiverGlades Family Offices LLC300$594.6K0.27%00.0%Unchanged
Corient IA LLC300$594.6K0.55%00.0%Unchanged
Family Wealth Partners, LLC301$596.6K0.18%−33−9.9%Reduced
Blue Chip Partners, Inc.302$597.9K0.04%+1+0.3%Added
Symmetry Partners, LLC302$598.5K0.03%+26+9.4%Added
Bridgefront Capital, LLC303$600.5K0.16%−435−58.9%Reduced
Ameritas Investment Partners, Inc.303$600.5K0.02%−12−3.8%Reduced
Simplicity Wealth,LLC303$600.6K0.02%+117+62.9%Added
Walker Asset Management, LLC306$605.7K0.31%−104−25.4%Reduced
Group One Trading, L.P.307$608.5K0.02%+260+553.2%Added
Everhart Financial Group, Inc.307$608.7K0.04%+15+5.1%Added
Qtron Investments LLC308$610.4K0.08%00.0%Unchanged
LifeGoal Wealth Advisors308$610.4K0.28%+50+19.4%Added
Miracle Mile Advisors, LLC309$612.1K0.01%+13+4.4%Added
Stock Yards Bank & Trust Co310$614.4K0.02%−8−2.5%Reduced
Fisher Asset Management, LLC311$617.0K0.00%+2+0.6%Added
Alliance Wealth Advisors, LLC312$618.4K0.12%−331−51.5%Reduced
9823 Capital, L.P.314$622.3K0.42%+314New
Vanguard National Trust Co315$624.3K0.03%00.0%Unchanged
Abacus Wealth Partners, LLC317$628.3K0.07%−96−23.2%Reduced
AdvisorNet Financial, Inc317$628.3K0.03%+1+0.3%Added
Flatrock Wealth Partners LLC320$634.4K0.25%+2+0.6%Added
Capital Advisors Inc321$636.2K0.01%+6+1.9%Added
American Trust322$638.2K0.05%−25−7.2%Reduced
WD Rutherford LLC322$638.2K0.23%+5+1.6%Added
Avail Investment Partners, LLC322$638.2K0.49%+72+28.8%Added
Affinity Investment Advisors, LLC323$640.2K0.32%−24−6.9%Reduced
Sagewood Asset Management LP326$646.1K0.15%+118+56.7%Added
Kesler, Norman & Wride, LLC329$652.9K0.10%+329New
Investment Research Partners LLC334$662.0K0.22%+59+21.5%Added
Modern Wealth Management, LLC334$662.4K0.01%−14−4.0%Reduced
Cigna Investments Inc335$664.0K0.09%+3+0.9%Added
Ketron Financial337$666.9K0.21%+1+0.3%Added
Interchange Capital Partners, LLC342$677.9K0.13%+342New
Resurgent Financial Advisors LLC343$679.8K0.19%+64+22.9%Added