Skip to main content

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
Quadcap Wealth Management, LLC345$683.8K0.07%+4+1.2%Added
Catalyst Financial Partners LLC347$687.7K0.07%−10−2.8%Reduced
Armis Advisers, LLC389$697.5K0.06%−9−2.3%Reduced
Dynasty Wealth Management, LLC353$699.1K0.01%−52−12.8%Reduced
Advisor OS, LLC353$700.0K0.05%−74−17.3%Reduced
Kovack Advisors, Inc.353$701.3K0.03%+62+21.3%Added
Ausdal Financial Partners, Inc.354$702.0K0.03%−132−27.2%Reduced
Emerald Investment Advisers, LLC355$703.6K0.05%−22−5.8%Reduced
Employees Retirement System of Texas357$708.0K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC358$709.6K0.47%−25−6.5%Reduced
Cinctive Capital Management LP361$715.5K0.03%+361New
RSM US Wealth Management LLC363$718.4K0.01%−67−15.6%Reduced
Profund Advisors LLC364$721.4K0.02%+10+2.8%Added
Armstrong Advisory Group, Inc364$721.4K0.04%+11+3.1%Added
Sagespring Wealth Partners, LLC367$726.8K0.01%+10+2.8%Added
Sound Income Strategies, LLC367$727.4K0.03%+227+162.1%Added
Aspiriant, LLC369$731.3K0.02%+369New
Brown Miller Wealth Management, LLC370$733.4K0.18%−218−37.1%Reduced
Axxcess Wealth Management, LLC370$733.4K0.01%−218−37.1%Reduced
Marks Group Wealth Management, Inc374$741.5K0.06%00.0%Unchanged
First Washington CORP376$745.2K0.18%00.0%Unchanged
Capstone Wealth Management, LLC379$751.2K0.35%+379New
waypoint wealth counsel380$753.1K0.47%−537−58.6%Reduced
Signal Advisors Wealth, LLC380$753.3K0.04%+380New
Optimist Retirement Group LLC381$755.1K0.29%+9+2.4%Added
Root Financial Partners, LLC381$755.1K0.03%+85+28.7%Added
Everpar Advisors LLC382$757.1K0.22%+190+99.0%Added
Phoenix Holdings Ltd.383$759.0K0.01%+11+3.0%Added
Envestnet Portfolio Solutions, Inc.384$761.6K0.00%+25+7.0%Added
Mainsail Asset Management, LLC459$768.4K0.30%+179+63.9%Added
Magnolia Wealth Management, LLC388$769.0K0.40%00.0%Unchanged
Kestra Private Wealth Services, LLC390$772.5K0.01%−365−48.3%Reduced
VGI Partners Ltd391$774.9K0.04%−1,266−76.4%Reduced
Cynosure Management, LLC391$774.9K0.12%+69+21.4%Added
D'Orazio & Associates, Inc.392$776.5K0.09%−64−14.0%Reduced
Americana Partners, LLC392$776.9K0.02%−398−50.4%Reduced
Frank, Rimerman Advisors LLC397$786.8K0.04%+397New
Ewa, LLC398$788.5K0.14%+7+1.8%Added
True Wealth Design, LLC398$788.8K0.19%−49−11.0%Reduced
FNY Investment Advisers, LLC400$792.0K0.29%−100−20.0%Reduced
Numerai GP LLC400$792.8K0.06%−866−68.4%Reduced
AE Wealth Management LLC401$794.9K0.00%+38+10.5%Added
Edmond de Rothschild Holding S.A.402$796.7K0.01%+402New
Kestra Investment Management, LLC404$799.8K0.02%−867−68.2%Reduced
Inspire Advisors, LLC405$801.1K0.06%+24+6.3%Added
LMR Partners LLP405$802.7K0.01%+405New
Confluence Wealth Services, Inc.407$806.7K0.02%+407New
Gen-Wealth Partners Inc411$814.6K0.23%00.0%Unchanged
Himension Fund413$818.5K0.05%+413New
Oak Thistle LLC415$822.5K0.08%−1,561−79.0%Reduced
Stratos Wealth Partners, LTD.417$826.5K0.01%+119+39.9%Added
Valmark Advisers, Inc.419$830.4K0.01%+71+20.4%Added
Lake Hills Wealth Management, LLC421$834.4K0.38%+251+147.6%Added
Vann Equity Management LLC428$848.4K0.52%+428New
Fifth Third Wealth Advisors LLC428$848.8K0.02%−12−2.7%Reduced
Harbour Capital Advisors, LLC486$853.5K0.16%+2+0.4%Added
Northbridge Financial Group, LLC431$854.2K0.33%−1−0.2%Reduced
Perpetual Ltd441$874.0K0.01%−18−3.9%Reduced
Thompson David Blair441$874.0K0.44%+441New
Waterloo Capital, L.P.448$887.9K0.05%+98+28.0%Added
Montgomery Investment Management Inc450$891.9K0.27%00.0%Unchanged
Ipswich Investment Management Co., Inc.454$899.8K0.19%−29−6.0%Reduced
Loomis Sayles & Co L P455$901.8K0.00%+29+6.8%Added
LVW Advisors, LLC456$903.8K0.08%−112−19.7%Reduced
Laurion Capital Management LP457$905.8K0.07%−3,503−88.5%Reduced
Vision Retirement, LLC458$908.2K0.22%+74+19.3%Added
Concentric Capital Strategies, LP462$915.7K0.06%+462New
Wallace Hart LLC462$915.7K0.57%+462New
Oak Ridge Investments LLC463$917.6K0.05%+35+8.2%Added
Riversedge Advisors, LLC463$917.6K0.12%+93+25.1%Added
Archford Capital Strategies, LLC463$917.6K0.09%+463New
Copeland Capital Management, LLC468$927.6K0.02%+1+0.2%Added
Essex Financial Services, Inc.468$927.6K0.05%−33−6.6%Reduced
Galvin, Gaustad & Stein, LLC476$942.9K0.07%00.0%Unchanged
Glenmede Trust Co NA481$953.3K0.00%+57+13.4%Added
World Equity Group, Inc.481$953.3K0.21%00.0%Unchanged
Intrust Bank NA482$955.3K0.07%−118−19.7%Reduced
Catalyst Capital Advisors LLC485$961.2K0.02%−235−32.6%Reduced
Pinnacle Financial Partners, Inc.495$981.1K0.01%−15−2.9%Reduced
Meiji Yasuda Asset Management Co Ltd.497$985.0K0.04%+77+18.3%Added
Cyndeo Wealth Partners, LLC497$985.7K0.05%+8+1.6%Added
Wall Street Financial Group, Inc.540$989.0K0.53%−14−2.5%Reduced
Tema ETFs LLC499$989.0K0.03%00.0%Unchanged
Mindset Wealth Management, LLC500$991.0K0.19%00.0%Unchanged
Sanders Morris Harris LLC500$991.4K0.58%00.0%Unchanged
Soros Capital Management LLC505$1.00M0.18%−11,318−95.7%Reduced
Patten Group, Inc.505$1.00M0.16%+139+38.0%Added
L2 Asset Management, LLC508$1.01M0.10%−994−66.2%Reduced
Personal Cfo Solutions, LLC511$1.01M0.15%−142−21.7%Reduced
Summit Global Investments511$1.01M0.06%+213+71.5%Added
Legacy Financial Advisors, Inc.516$1.02M0.12%+46+9.8%Added
Hollencrest Capital Management517$1.02M0.07%+482+1,377.1%Added
Archer Investment Corp521$1.03M0.20%+21+4.2%Added
SBI Securities Co., Ltd.525$1.04M0.02%+55+11.7%Added
Mirador Capital Partners LP529$1.05M0.13%+92+21.1%Added
Mount Yale Investment Advisors, LLC532$1.05M0.02%+218+69.4%Added
AlphaGrep UK Ltd533$1.06M0.32%−186−25.9%Reduced
Koshinski Asset Management, Inc.541$1.07M0.06%−53−8.9%Reduced
Principal Securities, Inc.544$1.08M0.01%−7−1.3%Reduced
Drive Wealth Management, LLC546$1.08M0.19%+189+52.9%Added