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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 1,378 | $2.73M | 0.03% | −1,065−43.6% | Reduced |
| Westco Advisory Services Inc | 1,390 | $2.75M | 1.66% | −90−6.1% | Reduced |
| Davenport & Co LLC | 1,393 | $2.76M | 0.01% | +88+6.7% | Added |
| Harbour Investments, Inc. | 1,399 | $2.77M | 0.04% | +257+22.5% | Added |
| Argos Wealth Advisors, LLC | 1,400 | $2.77M | 0.73% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,413 | $2.80M | 0.16% | +138+10.8% | Added |
| South Dakota Investment Council | 1,414 | $2.80M | 0.05% | −5,516−79.6% | Reduced |
| Raiffeisen Bank International AG | 1,448 | $2.82M | 0.03% | −304−17.4% | Reduced |
| GAMMA Investing LLC | 1,435 | $2.84M | 0.11% | +80+5.9% | Added |
| Gsa Capital Partners LLP | 1,444 | $2.86M | 0.18% | +101+7.5% | Added |
| Braeburn Wealth Management LLC | 1,459 | $2.89M | 1.24% | +47+3.3% | Added |
| Systematic Financial Management LP | 1,462 | $2.90M | 0.06% | −28,717−95.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,470 | $2.91M | 0.16% | +1,470 | New |
| Proficio Capital Partners LLC | 1,479 | $2.93M | 0.11% | +1,118+309.7% | Added |
| O'Neil Global Advisors, Inc. | 1,479 | $2.93M | 0.66% | +1,479 | New |
| Triglav Skladi, D.O.O. | 1,503 | $2.98M | 0.16% | +803+114.7% | Added |
| EverSource Wealth Advisors, LLC | 1,503 | $2.98M | 0.10% | −228−13.2% | Reduced |
| Banco Santander, S.A. | 1,568 | $3.11M | 0.02% | −5,967−79.2% | Reduced |
| Caxton Associates LLP | 1,580 | $3.13M | 0.06% | +1,429+946.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,597 | $3.17M | 0.10% | +141+9.7% | Added |
| Highland Capital Management, LLC | 1,599 | $3.17M | 0.15% | +21+1.3% | Added |
| TFR Capital, LLC. | 1,607 | $3.18M | 0.90% | −271−14.4% | Reduced |
| Hilltop Holdings Inc. | 1,622 | $3.21M | 0.26% | +50+3.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 1,630 | $3.23M | 0.12% | −35−2.1% | Reduced |
| Paragon Advisors, LLC | 1,632 | $3.23M | 0.68% | −323−16.5% | Reduced |
| Segment Wealth Management, LLC | 1,636 | $3.24M | 0.17% | 00.0% | Unchanged |
| GLR Partners, LLC | 1,637 | $3.24M | 1.51% | −37−2.2% | Reduced |
| Alps Advisors Inc | 1,667 | $3.30M | 0.02% | +316+23.4% | Added |
| Waddell & Associates, LLC | 1,669 | $3.31M | 0.16% | +32+2.0% | Added |
| Wakefield Asset Management LLLP | 1,681 | $3.33M | 0.75% | −18−1.1% | Reduced |
| Moors & Cabot, Inc. | 1,690 | $3.35M | 0.13% | −381−18.4% | Reduced |
| New Mexico Educational Retirement Board | 1,700 | $3.37M | 0.08% | +100+6.3% | Added |
| Storgate, LLC | 1,714 | $3.40M | 0.70% | +976+132.2% | Added |
| RMB Capital Management, LLC | 1,731 | $3.43M | 0.05% | +9+0.5% | Added |
| Coldstream Capital Management Inc | 1,735 | $3.44M | 0.04% | −46−2.6% | Reduced |
| Sterling Capital Management LLC | 1,749 | $3.47M | 0.06% | +224+14.7% | Added |
| Strategic Blueprint, LLC | 1,783 | $3.53M | 0.18% | −112−5.9% | Reduced |
| Louisiana State Employees Retirement System | 1,800 | $3.57M | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,802 | $3.57M | 0.03% | −325−15.3% | Reduced |
| Katamaran Capital LLP | 1,807 | $3.58M | 3.06% | +458+34.0% | Added |
| Oppenheimer Asset Management Inc. | 1,824 | $3.62M | 0.04% | −403−18.1% | Reduced |
| Union Bancaire Privee, UBP SA | 2,306 | $3.63M | 0.06% | −1,277−35.6% | Reduced |
| Maryland State Retirement & Pension System | 1,855 | $3.68M | 0.06% | +133+7.7% | Added |
| Bosman Wealth Management, LLC | 1,859 | $3.68M | 2.29% | −68−3.5% | Reduced |
| Level Four Advisory Services, LLC | 1,863 | $3.69M | 0.10% | −736−28.3% | Reduced |
| Kane Investment Management, Inc. | 1,873 | $3.71M | 1.58% | −106−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,884 | $3.73M | 0.04% | +169+9.9% | Added |
| Edgestream Partners, L.P. | 1,887 | $3.74M | 0.11% | −3,051−61.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,893 | $3.75M | 0.08% | +1,893 | New |
| CVFG LLC | 1,910 | $3.79M | 0.40% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,914 | $3.79M | 0.05% | +1,396+269.5% | Added |
| Manchester Financial Inc | 1,926 | $3.82M | 0.68% | −176−8.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,930 | $3.83M | 0.38% | −190−9.0% | Reduced |
| QRG Capital Management, Inc. | 1,938 | $3.84M | 0.03% | +60+3.2% | Added |
| Hartford Investment Management Co | 1,941 | $3.85M | 0.11% | −67−3.3% | Reduced |
| Gallo Partners, LP | 1,949 | $3.86M | 8.57% | +337+20.9% | Added |
| Eurizon SLJ Capital Ltd | 1,957 | $3.88M | 1.43% | +1,957 | New |
| NorthCrest Asset Manangement, LLC | 2,180 | $3.88M | 0.10% | +113+5.5% | Added |
| Banque Cantonale Vaudoise | 1,993 | $3.95M | 0.15% | +250+14.3% | Added |
| 4D Advisors, LLC | 2,000 | $3.96M | 1.52% | −2,000−50.0% | Reduced |
| Cumberland Partners Ltd | 2,000 | $3.96M | 0.26% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,021 | $4.01M | 0.07% | −849−29.6% | Reduced |
| Seeds Investor LLC | 2,055 | $4.07M | 0.42% | +1,809+735.4% | Added |
| Sumitomo Life Insurance Co | 2,060 | $4.08M | 0.07% | −493−19.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,062 | $4.09M | 0.11% | −150−6.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,237 | $4.10M | 0.08% | +30+1.4% | Added |
| Convergence Investment Partners, LLC | 2,076 | $4.11M | 0.39% | +462+28.6% | Added |
| Evolve Private Wealth, LLC | 2,103 | $4.17M | 0.25% | −75−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,143 | $4.25M | 0.07% | +2,143 | New |
| Venture Visionary Partners LLC | 2,161 | $4.28M | 0.12% | −54−2.4% | Reduced |
| Lifestyle Asset Management, Inc. | 2,170 | $4.30M | 1.16% | −605−21.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,197 | $4.35M | 0.01% | −12,017−84.5% | Reduced |
| Norinchukin Bank, The | 2,200 | $4.36M | 0.04% | −51−2.3% | Reduced |
| Jefferies Financial Group Inc. | 2,205 | $4.37M | 0.04% | +567+34.6% | Added |
| Engineers Gate Manager LP | 2,219 | $4.40M | 0.06% | −4,830−68.5% | Reduced |
| Mezzasalma Advisors, LLC | 2,223 | $4.41M | 0.88% | +245+12.4% | Added |
| Vestcor Inc | 2,234 | $4.43M | 0.11% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,247 | $4.45M | 0.47% | +1,304+138.3% | Added |
| Shaker Investments LLC | 2,271 | $4.50M | 1.62% | −24−1.0% | Reduced |
| Baader Bank INC | 2,283 | $4.52M | 0.37% | +876+62.3% | Added |
| Silver Oak Securities, Inc | 2,285 | $4.53M | 0.27% | +181+8.6% | Added |
| Blackhawk Capital Partners LLC. | 2,288 | $4.53M | 1.48% | −1,096−32.4% | Reduced |
| Natixis | 2,294 | $4.55M | 0.02% | −7,460−76.5% | Reduced |
| VMS Asset Management Limited | 2,306 | $4.57M | 1.45% | −3,297−58.8% | Reduced |
| Vise Technologies, Inc. | 2,313 | $4.58M | 0.05% | +1,561+207.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 2,320 | $4.60M | 0.05% | +2,320 | New |
| Assetmark, Inc | 2,332 | $4.62M | 0.01% | −245−9.5% | Reduced |
| Patton Fund Management, Inc. | 2,353 | $4.66M | 1.01% | −1,057−31.0% | Reduced |
| Dedeker Financial LLC | 2,383 | $4.72M | 2.68% | −284−10.6% | Reduced |
| Rothschild Investment LLC | 2,390 | $4.74M | 0.18% | +1,187+98.7% | Added |
| Plato Investment Management Ltd | 2,412 | $4.75M | 0.27% | +85+3.7% | Added |
| Engle Capital Management, L.P. | 2,417 | $4.79M | 1.32% | −5,983−71.2% | Reduced |
| Allworth Financial LP | 2,444 | $4.84M | 0.02% | −506−17.2% | Reduced |
| Altshuler Shaham Ltd | 2,461 | $4.88M | 0.06% | +695+39.4% | Added |
| Saudi Central Bank | 2,463 | $4.88M | 0.06% | +1,161+89.2% | Added |
| Virtue Capital Management, LLC | 2,472 | $4.90M | 0.65% | +2,472 | New |
| Prakash Investment Advisors LLC | 2,500 | $4.95M | 3.07% | +600+31.6% | Added |
| New Age Alpha Advisors, LLC | 2,506 | $4.97M | 0.21% | −39−1.5% | Reduced |
| Harvest Investment Services, LLC | 2,507 | $4.97M | 0.77% | +1,757+234.3% | Added |
| Squarepoint Ops LLC | 2,525 | $5.00M | 0.01% | −64,191−96.2% | Reduced |