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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 774 | $1.53M | 0.03% | +122+18.7% | Added |
| GAM Holding AG | 775 | $1.54M | 0.12% | +775 | New |
| Dorsey & Whitney Trust CO LLC | 779 | $1.55M | 0.08% | −3−0.4% | Reduced |
| Securian Asset Management, Inc | 934 | $1.56M | 0.06% | −23−2.4% | Reduced |
| Two Sigma Securities, LLC | 793 | $1.57M | 0.14% | +793 | New |
| V-Square Quantitative Management LLC | 804 | $1.59M | 0.15% | +506+169.8% | Added |
| Trust Point Inc. | 804 | $1.59M | 0.14% | −22−2.7% | Reduced |
| Strategy Asset Managers LLC | 809 | $1.60M | 0.24% | −103−11.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 813 | $1.61M | 0.01% | −193−19.2% | Reduced |
| Cresset Asset Management, LLC | 815 | $1.62M | 0.01% | +147+22.0% | Added |
| Beese Fulmer Investment Management, Inc. | 817 | $1.62M | 0.09% | +6+0.7% | Added |
| Azzad Asset Management Inc | 826 | $1.64M | 0.14% | −519−38.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 834 | $1.65M | 0.35% | +800+2,352.9% | Added |
| Wahed Invest LLC | 841 | $1.67M | 0.17% | −41−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 847 | $1.68M | 0.04% | −800−48.6% | Reduced |
| Aptus Capital Advisors, LLC | 848 | $1.68M | 0.01% | +295+53.3% | Added |
| Larson Financial Group LLC | 850 | $1.68M | 0.04% | +750+750.0% | Added |
| Boston Trust Walden Corp | 850 | $1.68M | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 850 | $1.68M | 0.03% | +267+45.8% | Added |
| Jackson Thornton Asset Management, LLC | 860 | $1.70M | 0.13% | +45+5.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 860 | $1.70M | 0.05% | +414+92.8% | Added |
| Thompson Davis & Co., Inc. | 862 | $1.71M | 1.02% | −949−52.4% | Reduced |
| GeoWealth Management, LLC | 868 | $1.72M | 0.05% | +293+51.0% | Added |
| Verus Capital Partners, LLC | 875 | $1.73M | 0.09% | −115−11.6% | Reduced |
| Cambria Investment Management, L.P. | 875 | $1.73M | 0.09% | +58+7.1% | Added |
| Signaturefd, LLC | 879 | $1.74M | 0.02% | +85+10.7% | Added |
| Belpointe Asset Management LLC | 913 | $1.81M | 0.06% | +117+14.7% | Added |
| Central Pacific Bank - Trust Division | 917 | $1.82M | 0.18% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 918 | $1.82M | 0.17% | +100+12.2% | Added |
| IPG Investment Advisors LLC | 925 | $1.83M | 0.26% | +925 | New |
| Kingswood Wealth Advisors, LLC | 941 | $1.87M | 0.08% | −1−0.1% | Reduced |
| Ballentine Partners, LLC | 943 | $1.87M | 0.02% | +46+5.1% | Added |
| Dark Forest Capital Management LP | 944 | $1.87M | 0.12% | +79+9.1% | Added |
| Spence Asset Management | 947 | $1.88M | 0.44% | +885+1,427.4% | Added |
| Global X Japan Co., Ltd. | 959 | $1.90M | 0.07% | +959 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,969 | $1.94M | 0.07% | −50−2.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 980 | $1.94M | 0.07% | +100+11.4% | Added |
| Sowell Financial Services LLC | 996 | $1.97M | 0.06% | −202−16.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,018 | $2.02M | 0.42% | +1,018 | New |
| We Are One Seven, LLC | 1,019 | $2.02M | 0.03% | −151−12.9% | Reduced |
| Atomi Financial Group, Inc. | 1,020 | $2.02M | 0.05% | +40+4.1% | Added |
| X-Square Capital, LLC | 1,020 | $2.02M | 0.51% | −391−27.7% | Reduced |
| Sentinus, LLC | 1,024 | $2.03M | 0.16% | +29+2.9% | Added |
| Ifrah Financial Services, Inc. | 1,026 | $2.03M | 0.50% | −200−16.3% | Reduced |
| Kingsview Wealth Management, LLC | 1,028 | $2.04M | 0.02% | +252+32.5% | Added |
| Resources Investment Advisors, LLC. | 1,031 | $2.04M | 0.02% | +350+51.4% | Added |
| North Dakota State Investment Board | 1,035 | $2.05M | 0.08% | +28+2.8% | Added |
| Havemeyer Place LP | 1,037 | $2.06M | 0.20% | −2,848−73.3% | Reduced |
| MUFG Securities Americas Inc. | 1,059 | $2.10M | 0.11% | +85+8.7% | Added |
| Quantbot Technologies LP | 1,067 | $2.11M | 0.08% | −431−28.8% | Reduced |
| Sigma Planning Corp | 1,067 | $2.12M | 0.05% | −294−21.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,068 | $2.12M | 0.09% | −307−22.3% | Reduced |
| Ossiam | 1,068 | $2.12M | 0.03% | +1,068 | New |
| PFG Advisors | 1,074 | $2.13M | 0.11% | −5−0.5% | Reduced |
| Essential Partners LLC | 1,077 | $2.13M | 0.98% | −2,390−68.9% | Reduced |
| Illumine Investment Management, LLC | 0 | $2.15M | 1.40% | −1,052−100.0% | Reduced |
| Hantz Financial Services, Inc. | 1,088 | $2.16M | 0.03% | −6−0.5% | Reduced |
| Axq Capital, LP | 1,096 | $2.17M | 0.24% | −1,645−60.0% | Reduced |
| Scotia Capital Inc. | 1,099 | $2.18M | 0.01% | +848+337.8% | Added |
| Chase Investment Counsel Corp | 1,105 | $2.19M | 0.46% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,111 | $2.20M | 0.02% | −6,222−84.8% | Reduced |
| denkapparat Operations GmbH | 1,112 | $2.20M | 0.72% | −134−10.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,113 | $2.21M | 0.15% | +226+25.5% | Added |
| Petra Financial Advisors Inc | 1,115 | $2.21M | 1.02% | +35+3.2% | Added |
| Integrated Quantitative Investments LLC | 1,117 | $2.21M | 0.36% | −574−33.9% | Reduced |
| Generali Asset Management SPA SGR | 1,123 | $2.23M | 0.04% | −710−38.7% | Reduced |
| Retireful, LLC | 1,123 | $2.23M | 2.07% | +90+8.7% | Added |
| Metis Global Partners, LLC | 1,124 | $2.23M | 0.05% | −170−13.1% | Reduced |
| Saturna Capital CORP | 1,126 | $2.23M | 0.03% | −824−42.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,127 | $2.23M | 0.03% | +1+0.1% | Added |
| Compass Financial Management LLC | 1,130 | $2.24M | 0.27% | +1,130 | New |
| Bannerstone Capital Management, LLC | 1,133 | $2.25M | 1.89% | −92−7.5% | Reduced |
| Park Capital Management, LLC | 1,141 | $2.26M | 1.33% | +1,141 | New |
| NewEdge Wealth, LLC | 1,161 | $2.30M | 0.02% | +261+29.0% | Added |
| FCG Investment Co | 1,176 | $2.33M | 0.81% | +1,176 | New |
| Summit Financial, LLC | 1,189 | $2.36M | 0.03% | +251+26.8% | Added |
| Caerus Investment Advisors, LLC | 1,203 | $2.38M | 0.80% | −11−0.9% | Reduced |
| First Financial Bank - Trust Division | 1,204 | $2.39M | 0.17% | +1,204 | New |
| Summit Trail Advisors, LLC | 1,191 | $2.39M | 0.03% | +90+8.2% | Added |
| Oppenheimer & Co Inc | 1,211 | $2.40M | 0.03% | +815+205.8% | Added |
| Axiom Investors LLC | 1,213 | $2.40M | 0.02% | +1,213 | New |
| Change Path, LLC | 1,218 | $2.41M | 0.05% | +7+0.6% | Added |
| Bellwether Advisors, LLC | 1,230 | $2.44M | 0.36% | −2,425−66.3% | Reduced |
| Holderness Investments Co | 1,233 | $2.44M | 0.41% | +24+2.0% | Added |
| Benjamin Edwards Inc | 1,259 | $2.50M | 0.02% | −315−20.0% | Reduced |
| Fulcrum Asset Management LLP | 1,284 | $2.50M | 0.25% | +1,284 | New |
| Nations Financial Group Inc, | 1,264 | $2.51M | 0.12% | −445−26.0% | Reduced |
| Parcion Private Wealth LLC | 1,270 | $2.52M | 0.14% | +117+10.1% | Added |
| Mutual Advisors, LLC | 1,276 | $2.53M | 0.05% | +37+3.0% | Added |
| Simplex Trading, LLC | 1,283 | $2.54M | 0.07% | +896+231.5% | Added |
| Citizens Financial Group Inc | 1,292 | $2.56M | 0.03% | +271+26.5% | Added |
| Lido Advisors, LLC | 1,297 | $2.57M | 0.01% | +391+43.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,300 | $2.58M | 0.16% | −5−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,300 | $2.58M | 0.02% | +926+247.6% | Added |
| United Capital Financial Advisers, LLC | 1,327 | $2.63M | 0.01% | +367+38.2% | Added |
| Commerzbank Aktiengesellschaft | 1,329 | $2.63M | 0.05% | +224+20.3% | Added |
| J. Safra Sarasin Holding AG | 1,544 | $2.66M | 0.04% | −437−22.1% | Reduced |
| Point Nemo Capital, LLC | 1,356 | $2.69M | 1.36% | −645−32.2% | Reduced |
| Private Advisory Group LLC | 1,357 | $2.69M | 0.15% | +167+14.0% | Added |
| Tower Research Capital LLC (TRC) | 1,377 | $2.73M | 0.07% | −180−11.6% | Reduced |