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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 555 | $1.10M | 0.04% | +18+3.4% | Added |
| Banque Transatlantique SA | 555 | $1.10M | 0.02% | +329+145.6% | Added |
| Snowden Capital Advisors LLC | 558 | $1.11M | 0.03% | +18+3.3% | Added |
| Northwest Wealth Management, LLC | 561 | $1.11M | 0.15% | −2−0.4% | Reduced |
| Roundview Capital LLC | 562 | $1.11M | 0.06% | +43+8.3% | Added |
| AIA Group Ltd | 563 | $1.12M | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 564 | $1.12M | 0.34% | −39−6.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $1.12M | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 568 | $1.13M | 0.02% | +568 | New |
| Resonant Capital Advisors, LLC | 571 | $1.13M | 0.05% | +18+3.3% | Added |
| Wedmont Private Capital | 657 | $1.15M | 0.03% | +46+7.5% | Added |
| Landscape Capital Management, L.L.C. | 583 | $1.16M | 0.07% | −930−61.5% | Reduced |
| Savvy Advisors, Inc. | 583 | $1.16M | 0.02% | +54+10.2% | Added |
| IHT Wealth Management, LLC | 583 | $1.16M | 0.02% | −790−57.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 586 | $1.16M | 0.07% | −720−55.1% | Reduced |
| Symphony Financial, Ltd. Co. | 595 | $1.18M | 0.13% | −45−7.0% | Reduced |
| Greenleaf Trust | 597 | $1.18M | 0.01% | +8+1.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 600 | $1.19M | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 600 | $1.19M | 0.34% | 00.0% | Unchanged |
| Abel Hall, LLC | 601 | $1.19M | 0.21% | −39−6.1% | Reduced |
| JT Stratford LLC | 602 | $1.19M | 0.13% | −128−17.5% | Reduced |
| Hershey Financial Advisers, LLC | 604 | $1.20M | 0.86% | +604 | New |
| Astoria Portfolio Advisors LLC. | 606 | $1.20M | 0.20% | +72+13.5% | Added |
| Kera Capital Partners, Inc. | 608 | $1.21M | 0.12% | −19−3.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 610 | $1.21M | 0.04% | +610 | New |
| Syon Capital LLC | 611 | $1.21M | 0.05% | −88−12.6% | Reduced |
| Laird Norton Trust Company, LLC | 611 | $1.21M | 0.02% | +68+12.5% | Added |
| Fulton Bank, N.A. | 621 | $1.23M | 0.04% | +18+3.0% | Added |
| QTR Family Wealth, LLC | 622 | $1.23M | 0.43% | +47+8.2% | Added |
| Siemens Fonds Invest GmbH | 623 | $1.23M | 0.06% | +15+2.5% | Added |
| Abundance Wealth Counselors | 624 | $1.24M | 0.08% | −8−1.3% | Reduced |
| Portside Wealth Group, LLC | 627 | $1.24M | 0.15% | −215−25.5% | Reduced |
| Pinnacle Associates Ltd | 629 | $1.25M | 0.01% | +57+10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 629 | $1.25M | 0.07% | +57+10.0% | Added |
| Norden Group LLC | 637 | $1.26M | 0.10% | −85−11.8% | Reduced |
| Private Client Services, LLC | 637 | $1.26M | 0.33% | −1,485−70.0% | Reduced |
| Precision Wealth Strategies, LLC | 642 | $1.27M | 0.38% | −22−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 644 | $1.28M | 0.03% | +39+6.4% | Added |
| Spirepoint Private Client, LLC | 645 | $1.28M | 0.10% | +32+5.2% | Added |
| Strid Group, LLC | 646 | $1.28M | 0.14% | +103+19.0% | Added |
| Burney Co | 647 | $1.28M | 0.03% | +647 | New |
| Caitlin John, LLC | 648 | $1.28M | 0.70% | +445+219.2% | Added |
| Legacy Financial Independent Advisors LLC | 651 | $1.29M | 0.61% | +32+5.2% | Added |
| Westover Capital Advisors, LLC | 660 | $1.31M | 0.22% | +76+13.0% | Added |
| Beacon Pointe Advisors, LLC | 660 | $1.31M | 0.01% | −176−21.1% | Reduced |
| Genus Capital Management Inc. | 661 | $1.31M | 0.13% | −1,902−74.2% | Reduced |
| WESPAC Advisors, LLC | 662 | $1.31M | 0.64% | +662 | New |
| Hanlon Investment Management, Inc. | 662 | $1.31M | 0.70% | −412−38.4% | Reduced |
| Applied Finance Capital Management, LLC | 670 | $1.33M | 0.10% | +147+28.1% | Added |
| Creative Financial Designs Inc | 672 | $1.33M | 0.06% | +166+32.8% | Added |
| Delta Investment Management, LLC | 679 | $1.35M | 0.22% | +8+1.2% | Added |
| Cypress Advisory Group LLC | 680 | $1.35M | 1.04% | −500−42.4% | Reduced |
| Venturi Wealth Management, LLC | 681 | $1.35M | 0.05% | −103−13.1% | Reduced |
| North Star Investment Management Corp. | 681 | $1.35M | 0.07% | −225−24.8% | Reduced |
| Clark Capital Management Group, Inc. | 684 | $1.36M | 0.01% | +392+134.2% | Added |
| Global Retirement Partners, LLC | 684 | $1.36M | 0.02% | +684 | New |
| Parallel Advisors, LLC | 688 | $1.36M | 0.02% | +25+3.8% | Added |
| Boothbay Fund Management, LLC | 691 | $1.37M | 0.03% | −459−39.9% | Reduced |
| Voleon Capital Management LP | 691 | $1.37M | 0.02% | +691 | New |
| Knightsbridge Asset Management, LLC | 693 | $1.37M | 0.18% | +14+2.1% | Added |
| Betterment LLC | 695 | $1.38M | 0.00% | +695 | New |
| BTC Capital Management, Inc. | 681 | $1.38M | 0.08% | −42−5.8% | Reduced |
| Arkadios Wealth Advisors | 702 | $1.39M | 0.02% | −81−10.3% | Reduced |
| Savant Capital, LLC | 710 | $1.39M | 0.00% | −22−3.0% | Reduced |
| Naviter Wealth, LLC | 707 | $1.40M | 0.13% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 708 | $1.40M | 0.27% | +288+68.6% | Added |
| Keating Financial Advisory Services, Inc. | 709 | $1.40M | 0.18% | +15+2.2% | Added |
| Ronald Blue Trust, Inc. | 709 | $1.41M | 0.01% | −72−9.2% | Reduced |
| Meeder Advisory Services, Inc. | 717 | $1.42M | 0.05% | +89+14.2% | Added |
| Umb Bank N A | 721 | $1.43M | 0.02% | −170−19.1% | Reduced |
| Impact Partnership Wealth, LLC | 721 | $1.43M | 0.14% | −47−6.1% | Reduced |
| Algebris (UK) Ltd | 728 | $1.44M | 0.09% | −487−40.1% | Reduced |
| Perigon Wealth Management, LLC | 731 | $1.45M | 0.02% | −129−15.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 733 | $1.45M | 0.25% | −93−11.3% | Reduced |
| Advisory Alpha, LLC | 734 | $1.46M | 0.04% | +449+157.5% | Added |
| Pensionmark Financial Group, LLC | 1,027 | $1.46M | 0.02% | −35−3.3% | Reduced |
| Prelude Capital Management, LLC | 737 | $1.46M | 0.11% | −79−9.7% | Reduced |
| Wellington Shields & Co., LLC | 738 | $1.46M | 0.33% | −148−16.7% | Reduced |
| Virtus ETF Advisers LLC | 738 | $1.46M | 0.56% | −1,011−57.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 822 | $1.46M | 0.69% | −105−11.3% | Reduced |
| HMS Capital Management, LLC | 742 | $1.47M | 0.55% | −26−3.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 743 | $1.47M | 0.00% | +743 | New |
| Brown Brothers Harriman & Co | 749 | $1.48M | 0.01% | +348+86.8% | Added |
| Mariner Investment Group LLC | 750 | $1.49M | 0.35% | +750 | New |
| Prime Capital Investment Advisors, LLC | 752 | $1.49M | 0.01% | −118−13.6% | Reduced |
| Algert Global LLC | 753 | $1.49M | 0.02% | −72−8.7% | Reduced |
| Roman Butler Fullerton & Co | 863 | $1.49M | 0.36% | +367+74.0% | Added |
| Regions Financial Corp | 761 | $1.51M | 0.01% | −216−22.1% | Reduced |
| Ariadne Wealth Management, LP | 762 | $1.51M | 0.67% | −142−15.7% | Reduced |
| Gateway Wealth Partners, LLC | 762 | $1.51M | 0.09% | −746−49.5% | Reduced |
| Inscription Capital, LLC | 765 | $1.52M | 0.13% | +118+18.2% | Added |
| Independent Financial Group, LLC | 765 | $1.52M | 0.03% | +765 | New |
| Equitable Holdings, Inc. | 765 | $1.52M | 0.01% | +96+14.3% | Added |
| Sym Financial Corp | 767 | $1.52M | 0.12% | −112−12.7% | Reduced |
| Tobam | 768 | $1.52M | 0.37% | −41−5.1% | Reduced |
| Frec Markets, Inc. | 768 | $1.52M | 0.14% | +12+1.6% | Added |
| Baker Avenue Asset Management, LP | 769 | $1.52M | 0.03% | −13−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 770 | $1.53M | 0.09% | −38−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 770 | $1.53M | 0.00% | −9−1.2% | Reduced |
| Westpac Banking Corp | 772 | $1.53M | 0.09% | +313+68.2% | Added |