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 |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 229 | $453.9K | 0.01% | +229 | New |
| Palladiem, LLC | 230 | $456.8K | 0.44% | +65+39.4% | Added |
| Coston, McIsaac & Partners | 232 | $459.0K | 0.09% | −7−2.9% | Reduced |
| J. Team Financial, Inc. | 233 | $463.2K | 0.45% | +43+22.6% | Added |
| Cornerstone Select Advisors, LLC | 235 | $464.9K | 0.20% | +235 | New |
| Keybank National Association | 238 | $471.7K | 0.00% | +62+35.2% | Added |
| Five Oceans Advisors | 240 | $475.7K | 0.15% | 00.0% | Unchanged |
| David J Yvars Group | 240 | $475.7K | 0.23% | +70+41.2% | Added |
| Affinity Capital Advisors, LLC | 267 | $478.7K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 242 | $479.6K | 0.07% | −39−13.9% | Reduced |
| FSM Wealth Advisors, LLC | 243 | $481.0K | 0.05% | −47−16.2% | Reduced |
| Financial Advisory Service, Inc. | 245 | $485.6K | 0.03% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 246 | $487.6K | 0.15% | +41+20.0% | Added |
| Tucker Asset Management LLC | 247 | $489.5K | 0.12% | +247 | New |
| BayBridge Capital Group, LLC | 247 | $489.6K | 0.26% | −619−71.5% | Reduced |
| DRW Securities, LLC | 249 | $493.5K | 0.03% | −263−51.4% | Reduced |
| Old National Bancorp | 249 | $493.5K | 0.01% | −20−7.4% | Reduced |
| Banco BTG Pactual S.A. | 251 | $497.5K | 0.07% | +251 | New |
| Measured Wealth Private Client Group, LLC | 252 | $499.5K | 0.12% | +82+48.2% | Added |
| Cornerstone Wealth Management, LLC | 252 | $499.5K | 0.02% | +252 | New |
| Procyon Private Wealth Partners, LLC | 253 | $501.5K | 0.02% | +46+22.2% | Added |
| Polymer Capital Management (US) LLC | 254 | $503.4K | 0.07% | −539−68.0% | Reduced |
| Valeo Financial Advisors, LLC | 254 | $503.4K | 0.01% | +53+26.4% | Added |
| Financial Engines Advisors L.L.C. | 255 | $505.4K | 0.00% | −182−41.6% | Reduced |
| Liberty One Investment Management, LLC | 255 | $505.9K | 0.05% | −8−3.0% | Reduced |
| West Family Investments, Inc. | 257 | $509.4K | 0.15% | +64+33.2% | Added |
| Expressive Wealth LLC | 258 | $511.3K | 0.48% | +258 | New |
| D.A. Davidson & Co. | 260 | $515.3K | 0.00% | +1+0.4% | Added |
| C M Bidwell & Associates Ltd | 261 | $517.3K | 0.21% | −8−3.0% | Reduced |
| Morris Financial Concepts, Inc. | 264 | $523.2K | 0.16% | 00.0% | Unchanged |
| Optimize Financial Inc | 264 | $523.2K | 0.19% | 00.0% | Unchanged |
| Sound Capital Solutions LLC | 264 | $523.2K | 0.12% | +264 | New |
| Fire Capital Management LLC | 264 | $523.2K | 0.21% | +264 | New |
| Reliant Investment Partners, LLC | 266 | $527.2K | 0.36% | +25+10.4% | Added |
| Connecticut Wealth Management, LLC | 267 | $529.2K | 0.02% | −221−45.3% | Reduced |
| MBL Wealth, LLC | 267 | $529.2K | 0.04% | −22−7.6% | Reduced |
| Darden Wealth Group Inc | 270 | $535.1K | 0.21% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 272 | $539.1K | 0.14% | −24−8.1% | Reduced |
| Quantum Financial Advisors, LLC | 273 | $540.7K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 274 | $543.1K | 0.03% | −1−0.4% | Reduced |
| Moody Aldrich Partners LLC | 275 | $545.0K | 0.10% | −2−0.7% | Reduced |
| Davis R M Inc | 276 | $547.0K | 0.01% | 00.0% | Unchanged |
| Range Financial Group LLC | 277 | $549.0K | 0.15% | −66−19.2% | Reduced |
| Englebert Financial Advisers, LLC | 281 | $556.9K | 0.55% | +281 | New |
| Poinciana Advisors Group, LLC | 282 | $558.9K | 0.41% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 282 | $558.9K | 0.16% | +70+33.0% | Added |
| Advyzon Investment Management, LLC | 284 | $562.9K | 0.04% | −128−31.1% | Reduced |
| First Citizens Bank & Trust Co | 285 | $564.9K | 0.01% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 285 | $564.9K | 0.05% | +285 | New |
| Blueshift Asset Management, LLC | 286 | $566.8K | 0.13% | −325−53.2% | Reduced |
| Balboa Wealth Partners | 286 | $566.8K | 0.08% | −108−27.4% | Reduced |
| Centaurus Financial, Inc. | 286 | $567.0K | 0.02% | +46+19.2% | Added |
| Angeles Wealth Management, LLC | 287 | $568.8K | 0.03% | +20+7.5% | Added |
| Aventura Private Wealth, LLC | 287 | $568.8K | 0.17% | +128+80.5% | Added |
| SageView Advisory Group, LLC | 289 | $572.8K | 0.02% | +3+1.0% | Added |
| Tactive Advisors, LLC | 290 | $574.8K | 0.14% | +290 | New |
| XML Financial, LLC | 291 | $576.7K | 0.04% | −8−2.7% | Reduced |
| Alyeska Investment Group, L.P. | 293 | $580.7K | 0.00% | −11,526−97.5% | Reduced |
| Mach-1 Financial Group, Inc. | 296 | $586.7K | 0.23% | −194−39.6% | Reduced |
| Great Lakes Advisors, LLC | 297 | $588.6K | 0.00% | −15−4.8% | Reduced |
| Barlow Wealth Partners, Inc. | 350 | $589.7K | 0.06% | −14−3.8% | Reduced |
| Keebeck Wealth Management, LLC | 298 | $590.6K | 0.06% | −243−44.9% | Reduced |
| Family Management Corp | 298 | $590.6K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 299 | $593.0K | 0.04% | −47−13.6% | Reduced |
| Wellington Shields Capital Management, LLC | 300 | $594.6K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 300 | $594.6K | 0.27% | 00.0% | Unchanged |
| Corient IA LLC | 300 | $594.6K | 0.55% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 301 | $596.6K | 0.18% | −33−9.9% | Reduced |
| Blue Chip Partners, Inc. | 302 | $597.9K | 0.04% | +1+0.3% | Added |
| Symmetry Partners, LLC | 302 | $598.5K | 0.03% | +26+9.4% | Added |
| Bridgefront Capital, LLC | 303 | $600.5K | 0.16% | −435−58.9% | Reduced |
| Ameritas Investment Partners, Inc. | 303 | $600.5K | 0.02% | −12−3.8% | Reduced |
| Simplicity Wealth,LLC | 303 | $600.6K | 0.02% | +117+62.9% | Added |
| Walker Asset Management, LLC | 306 | $605.7K | 0.31% | −104−25.4% | Reduced |
| Group One Trading, L.P. | 307 | $608.5K | 0.02% | +260+553.2% | Added |
| Everhart Financial Group, Inc. | 307 | $608.7K | 0.04% | +15+5.1% | Added |
| Qtron Investments LLC | 308 | $610.4K | 0.08% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 308 | $610.4K | 0.28% | +50+19.4% | Added |
| Miracle Mile Advisors, LLC | 309 | $612.1K | 0.01% | +13+4.4% | Added |
| Stock Yards Bank & Trust Co | 310 | $614.4K | 0.02% | −8−2.5% | Reduced |
| Fisher Asset Management, LLC | 311 | $617.0K | 0.00% | +2+0.6% | Added |
| Alliance Wealth Advisors, LLC | 312 | $618.4K | 0.12% | −331−51.5% | Reduced |
| 9823 Capital, L.P. | 314 | $622.3K | 0.42% | +314 | New |
| Vanguard National Trust Co | 315 | $624.3K | 0.03% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 317 | $628.3K | 0.07% | −96−23.2% | Reduced |
| AdvisorNet Financial, Inc | 317 | $628.3K | 0.03% | +1+0.3% | Added |
| Flatrock Wealth Partners LLC | 320 | $634.4K | 0.25% | +2+0.6% | Added |
| Capital Advisors Inc | 321 | $636.2K | 0.01% | +6+1.9% | Added |
| American Trust | 322 | $638.2K | 0.05% | −25−7.2% | Reduced |
| WD Rutherford LLC | 322 | $638.2K | 0.23% | +5+1.6% | Added |
| Avail Investment Partners, LLC | 322 | $638.2K | 0.49% | +72+28.8% | Added |
| Affinity Investment Advisors, LLC | 323 | $640.2K | 0.32% | −24−6.9% | Reduced |
| Sagewood Asset Management LP | 326 | $646.1K | 0.15% | +118+56.7% | Added |
| Kesler, Norman & Wride, LLC | 329 | $652.9K | 0.10% | +329 | New |
| Investment Research Partners LLC | 334 | $662.0K | 0.22% | +59+21.5% | Added |
| Modern Wealth Management, LLC | 334 | $662.4K | 0.01% | −14−4.0% | Reduced |
| Cigna Investments Inc | 335 | $664.0K | 0.09% | +3+0.9% | Added |
| Ketron Financial | 337 | $666.9K | 0.21% | +1+0.3% | Added |
| Interchange Capital Partners, LLC | 342 | $677.9K | 0.13% | +342 | New |
| Resurgent Financial Advisors LLC | 343 | $679.8K | 0.19% | +64+22.9% | Added |