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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 345 | $683.8K | 0.07% | +4+1.2% | Added |
| Catalyst Financial Partners LLC | 347 | $687.7K | 0.07% | −10−2.8% | Reduced |
| Armis Advisers, LLC | 389 | $697.5K | 0.06% | −9−2.3% | Reduced |
| Dynasty Wealth Management, LLC | 353 | $699.1K | 0.01% | −52−12.8% | Reduced |
| Advisor OS, LLC | 353 | $700.0K | 0.05% | −74−17.3% | Reduced |
| Kovack Advisors, Inc. | 353 | $701.3K | 0.03% | +62+21.3% | Added |
| Ausdal Financial Partners, Inc. | 354 | $702.0K | 0.03% | −132−27.2% | Reduced |
| Emerald Investment Advisers, LLC | 355 | $703.6K | 0.05% | −22−5.8% | Reduced |
| Employees Retirement System of Texas | 357 | $708.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 358 | $709.6K | 0.47% | −25−6.5% | Reduced |
| Cinctive Capital Management LP | 361 | $715.5K | 0.03% | +361 | New |
| RSM US Wealth Management LLC | 363 | $718.4K | 0.01% | −67−15.6% | Reduced |
| Profund Advisors LLC | 364 | $721.4K | 0.02% | +10+2.8% | Added |
| Armstrong Advisory Group, Inc | 364 | $721.4K | 0.04% | +11+3.1% | Added |
| Sagespring Wealth Partners, LLC | 367 | $726.8K | 0.01% | +10+2.8% | Added |
| Sound Income Strategies, LLC | 367 | $727.4K | 0.03% | +227+162.1% | Added |
| Aspiriant, LLC | 369 | $731.3K | 0.02% | +369 | New |
| Brown Miller Wealth Management, LLC | 370 | $733.4K | 0.18% | −218−37.1% | Reduced |
| Axxcess Wealth Management, LLC | 370 | $733.4K | 0.01% | −218−37.1% | Reduced |
| Marks Group Wealth Management, Inc | 374 | $741.5K | 0.06% | 00.0% | Unchanged |
| First Washington CORP | 376 | $745.2K | 0.18% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 379 | $751.2K | 0.35% | +379 | New |
| waypoint wealth counsel | 380 | $753.1K | 0.47% | −537−58.6% | Reduced |
| Signal Advisors Wealth, LLC | 380 | $753.3K | 0.04% | +380 | New |
| Optimist Retirement Group LLC | 381 | $755.1K | 0.29% | +9+2.4% | Added |
| Root Financial Partners, LLC | 381 | $755.1K | 0.03% | +85+28.7% | Added |
| Everpar Advisors LLC | 382 | $757.1K | 0.22% | +190+99.0% | Added |
| Phoenix Holdings Ltd. | 383 | $759.0K | 0.01% | +11+3.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 384 | $761.6K | 0.00% | +25+7.0% | Added |
| Mainsail Asset Management, LLC | 459 | $768.4K | 0.30% | +179+63.9% | Added |
| Magnolia Wealth Management, LLC | 388 | $769.0K | 0.40% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 390 | $772.5K | 0.01% | −365−48.3% | Reduced |
| VGI Partners Ltd | 391 | $774.9K | 0.04% | −1,266−76.4% | Reduced |
| Cynosure Management, LLC | 391 | $774.9K | 0.12% | +69+21.4% | Added |
| D'Orazio & Associates, Inc. | 392 | $776.5K | 0.09% | −64−14.0% | Reduced |
| Americana Partners, LLC | 392 | $776.9K | 0.02% | −398−50.4% | Reduced |
| Frank, Rimerman Advisors LLC | 397 | $786.8K | 0.04% | +397 | New |
| Ewa, LLC | 398 | $788.5K | 0.14% | +7+1.8% | Added |
| True Wealth Design, LLC | 398 | $788.8K | 0.19% | −49−11.0% | Reduced |
| FNY Investment Advisers, LLC | 400 | $792.0K | 0.29% | −100−20.0% | Reduced |
| Numerai GP LLC | 400 | $792.8K | 0.06% | −866−68.4% | Reduced |
| AE Wealth Management LLC | 401 | $794.9K | 0.00% | +38+10.5% | Added |
| Edmond de Rothschild Holding S.A. | 402 | $796.7K | 0.01% | +402 | New |
| Kestra Investment Management, LLC | 404 | $799.8K | 0.02% | −867−68.2% | Reduced |
| Inspire Advisors, LLC | 405 | $801.1K | 0.06% | +24+6.3% | Added |
| LMR Partners LLP | 405 | $802.7K | 0.01% | +405 | New |
| Confluence Wealth Services, Inc. | 407 | $806.7K | 0.02% | +407 | New |
| Gen-Wealth Partners Inc | 411 | $814.6K | 0.23% | 00.0% | Unchanged |
| Himension Fund | 413 | $818.5K | 0.05% | +413 | New |
| Oak Thistle LLC | 415 | $822.5K | 0.08% | −1,561−79.0% | Reduced |
| Stratos Wealth Partners, LTD. | 417 | $826.5K | 0.01% | +119+39.9% | Added |
| Valmark Advisers, Inc. | 419 | $830.4K | 0.01% | +71+20.4% | Added |
| Lake Hills Wealth Management, LLC | 421 | $834.4K | 0.38% | +251+147.6% | Added |
| Vann Equity Management LLC | 428 | $848.4K | 0.52% | +428 | New |
| Fifth Third Wealth Advisors LLC | 428 | $848.8K | 0.02% | −12−2.7% | Reduced |
| Harbour Capital Advisors, LLC | 486 | $853.5K | 0.16% | +2+0.4% | Added |
| Northbridge Financial Group, LLC | 431 | $854.2K | 0.33% | −1−0.2% | Reduced |
| Perpetual Ltd | 441 | $874.0K | 0.01% | −18−3.9% | Reduced |
| Thompson David Blair | 441 | $874.0K | 0.44% | +441 | New |
| Waterloo Capital, L.P. | 448 | $887.9K | 0.05% | +98+28.0% | Added |
| Montgomery Investment Management Inc | 450 | $891.9K | 0.27% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 454 | $899.8K | 0.19% | −29−6.0% | Reduced |
| Loomis Sayles & Co L P | 455 | $901.8K | 0.00% | +29+6.8% | Added |
| LVW Advisors, LLC | 456 | $903.8K | 0.08% | −112−19.7% | Reduced |
| Laurion Capital Management LP | 457 | $905.8K | 0.07% | −3,503−88.5% | Reduced |
| Vision Retirement, LLC | 458 | $908.2K | 0.22% | +74+19.3% | Added |
| Concentric Capital Strategies, LP | 462 | $915.7K | 0.06% | +462 | New |
| Wallace Hart LLC | 462 | $915.7K | 0.57% | +462 | New |
| Oak Ridge Investments LLC | 463 | $917.6K | 0.05% | +35+8.2% | Added |
| Riversedge Advisors, LLC | 463 | $917.6K | 0.12% | +93+25.1% | Added |
| Archford Capital Strategies, LLC | 463 | $917.6K | 0.09% | +463 | New |
| Copeland Capital Management, LLC | 468 | $927.6K | 0.02% | +1+0.2% | Added |
| Essex Financial Services, Inc. | 468 | $927.6K | 0.05% | −33−6.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 476 | $942.9K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 481 | $953.3K | 0.00% | +57+13.4% | Added |
| World Equity Group, Inc. | 481 | $953.3K | 0.21% | 00.0% | Unchanged |
| Intrust Bank NA | 482 | $955.3K | 0.07% | −118−19.7% | Reduced |
| Catalyst Capital Advisors LLC | 485 | $961.2K | 0.02% | −235−32.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 495 | $981.1K | 0.01% | −15−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 497 | $985.0K | 0.04% | +77+18.3% | Added |
| Cyndeo Wealth Partners, LLC | 497 | $985.7K | 0.05% | +8+1.6% | Added |
| Wall Street Financial Group, Inc. | 540 | $989.0K | 0.53% | −14−2.5% | Reduced |
| Tema ETFs LLC | 499 | $989.0K | 0.03% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 500 | $991.0K | 0.19% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 500 | $991.4K | 0.58% | 00.0% | Unchanged |
| Soros Capital Management LLC | 505 | $1.00M | 0.18% | −11,318−95.7% | Reduced |
| Patten Group, Inc. | 505 | $1.00M | 0.16% | +139+38.0% | Added |
| L2 Asset Management, LLC | 508 | $1.01M | 0.10% | −994−66.2% | Reduced |
| Personal Cfo Solutions, LLC | 511 | $1.01M | 0.15% | −142−21.7% | Reduced |
| Summit Global Investments | 511 | $1.01M | 0.06% | +213+71.5% | Added |
| Legacy Financial Advisors, Inc. | 516 | $1.02M | 0.12% | +46+9.8% | Added |
| Hollencrest Capital Management | 517 | $1.02M | 0.07% | +482+1,377.1% | Added |
| Archer Investment Corp | 521 | $1.03M | 0.20% | +21+4.2% | Added |
| SBI Securities Co., Ltd. | 525 | $1.04M | 0.02% | +55+11.7% | Added |
| Mirador Capital Partners LP | 529 | $1.05M | 0.13% | +92+21.1% | Added |
| Mount Yale Investment Advisors, LLC | 532 | $1.05M | 0.02% | +218+69.4% | Added |
| AlphaGrep UK Ltd | 533 | $1.06M | 0.32% | −186−25.9% | Reduced |
| Koshinski Asset Management, Inc. | 541 | $1.07M | 0.06% | −53−8.9% | Reduced |
| Principal Securities, Inc. | 544 | $1.08M | 0.01% | −7−1.3% | Reduced |
| Drive Wealth Management, LLC | 546 | $1.08M | 0.19% | +189+52.9% | Added |