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
- +305.1K (+0.9%) vs. Q1 2026
- Total value
- $64.6B
- +$20.2B (+45.5%) vs. Q1 2026
- New holders
- 245
- 498 more added
- Sold out
- 80
- 490 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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 291 | $576.7K | 0.04% | −8−2.7% | Reduced |
| Tactive Advisors, LLC | 290 | $574.8K | 0.14% | +290 | New |
| SageView Advisory Group, LLC | 289 | $572.8K | 0.02% | +3+1.0% | Added |
| Angeles Wealth Management, LLC | 287 | $568.8K | 0.03% | +20+7.5% | Added |
| Aventura Private Wealth, LLC | 287 | $568.8K | 0.17% | +128+80.5% | Added |
| Centaurus Financial, Inc. | 286 | $567.0K | 0.02% | +46+19.2% | Added |
| Blueshift Asset Management, LLC | 286 | $566.8K | 0.13% | −325−53.2% | Reduced |
| Balboa Wealth Partners | 286 | $566.8K | 0.08% | −108−27.4% | Reduced |
| Three Seasons Wealth, LLC | 285 | $564.9K | 0.05% | +285 | New |
| First Citizens Bank & Trust Co | 285 | $564.9K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 284 | $562.9K | 0.04% | −128−31.1% | Reduced |
| Poinciana Advisors Group, LLC | 282 | $558.9K | 0.41% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 282 | $558.9K | 0.16% | +70+33.0% | Added |
| Englebert Financial Advisers, LLC | 281 | $556.9K | 0.55% | +281 | New |
| Range Financial Group LLC | 277 | $549.0K | 0.15% | −66−19.2% | Reduced |
| Davis R M Inc | 276 | $547.0K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 275 | $545.0K | 0.10% | −2−0.7% | Reduced |
| Greenspring Advisors, LLC | 274 | $543.1K | 0.03% | −1−0.4% | Reduced |
| Quantum Financial Advisors, LLC | 273 | $540.7K | 0.05% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 272 | $539.1K | 0.14% | −24−8.1% | Reduced |
| Darden Wealth Group Inc | 270 | $535.1K | 0.21% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 267 | $529.2K | 0.02% | −221−45.3% | Reduced |
| MBL Wealth, LLC | 267 | $529.2K | 0.04% | −22−7.6% | Reduced |
| Reliant Investment Partners, LLC | 266 | $527.2K | 0.36% | +25+10.4% | Added |
| Morris Financial Concepts, Inc. | 264 | $523.2K | 0.16% | 00.0% | Unchanged |
| Optimize Financial Inc | 264 | $523.2K | 0.19% | 00.0% | Unchanged |
| Sound Capital Solutions LLC | 264 | $523.2K | 0.12% | +264 | New |
| Fire Capital Management LLC | 264 | $523.2K | 0.21% | +264 | New |
| C M Bidwell & Associates Ltd | 261 | $517.3K | 0.21% | −8−3.0% | Reduced |
| D.A. Davidson & Co. | 260 | $515.3K | 0.00% | +1+0.4% | Added |
| Expressive Wealth LLC | 258 | $511.3K | 0.48% | +258 | New |
| West Family Investments, Inc. | 257 | $509.4K | 0.15% | +64+33.2% | Added |
| Liberty One Investment Management, LLC | 255 | $505.9K | 0.05% | −8−3.0% | Reduced |
| Financial Engines Advisors L.L.C. | 255 | $505.4K | 0.00% | −182−41.6% | Reduced |
| Polymer Capital Management (US) LLC | 254 | $503.4K | 0.07% | −539−68.0% | Reduced |
| Valeo Financial Advisors, LLC | 254 | $503.4K | 0.01% | +53+26.4% | Added |
| Procyon Private Wealth Partners, LLC | 253 | $501.5K | 0.02% | +46+22.2% | Added |
| Cornerstone Wealth Management, LLC | 252 | $499.5K | 0.02% | +252 | New |
| Measured Wealth Private Client Group, LLC | 252 | $499.5K | 0.12% | +82+48.2% | Added |
| Banco BTG Pactual S.A. | 251 | $497.5K | 0.07% | +251 | New |
| DRW Securities, LLC | 249 | $493.5K | 0.03% | −263−51.4% | Reduced |
| Old National Bancorp | 249 | $493.5K | 0.01% | −20−7.4% | Reduced |
| BayBridge Capital Group, LLC | 247 | $489.6K | 0.26% | −619−71.5% | Reduced |
| Tucker Asset Management LLC | 247 | $489.5K | 0.12% | +247 | New |
| Prosperity Financial Group, Inc. | 246 | $487.6K | 0.15% | +41+20.0% | Added |
| Financial Advisory Service, Inc. | 245 | $485.6K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 243 | $481.0K | 0.05% | −47−16.2% | Reduced |
| Ashton Thomas Securities, LLC | 242 | $479.6K | 0.07% | −39−13.9% | Reduced |
| Affinity Capital Advisors, LLC | 267 | $478.7K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 240 | $475.7K | 0.15% | 00.0% | Unchanged |
| David J Yvars Group | 240 | $475.7K | 0.23% | +70+41.2% | Added |
| Keybank National Association | 238 | $471.7K | 0.00% | +62+35.2% | Added |
| Cornerstone Select Advisors, LLC | 235 | $464.9K | 0.20% | +235 | New |
| J. Team Financial, Inc. | 233 | $463.2K | 0.45% | +43+22.6% | Added |
| Coston, McIsaac & Partners | 232 | $459.0K | 0.09% | −7−2.9% | Reduced |
| Palladiem, LLC | 230 | $456.8K | 0.44% | +65+39.4% | Added |
| Integrity Alliance, LLC. | 229 | $453.9K | 0.01% | +229 | New |
| Ellevest, Inc. | 229 | $453.9K | 0.05% | −8−3.4% | Reduced |
| TD Private Client Wealth LLC | 227 | $449.9K | 0.01% | −195−46.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 225 | $445.9K | 0.11% | −13−5.5% | Reduced |
| Panoramic Investment Advisors, LLC | 225 | $445.9K | 0.21% | +60+36.4% | Added |
| Intrua Financial, LLC | 224 | $444.0K | 0.04% | +224 | New |
| Picton Mahoney Asset Management | 224 | $444.0K | 0.00% | −84−27.3% | Reduced |
| Fidelis Capital Partners, LLC | 224 | $444.0K | 0.03% | +12+5.7% | Added |
| Fukoku Mutual Life Insurance Co | 224 | $444.0K | 0.03% | +27+13.7% | Added |
| Bahl & Gaynor Inc | 224 | $444.0K | 0.00% | +224 | New |
| Howard Capital Management Inc. | 224 | $444.0K | 0.01% | +224 | New |
| Axxion S.A. | 223 | $442.0K | 0.03% | +223 | New |
| Autumn Glory Partners, LLC | 221 | $438.0K | 0.12% | 00.0% | Unchanged |
| Cogent Strategic Wealth LLC | 221 | $438.0K | 0.42% | 00.0% | Unchanged |
| Ostrum Asset Management | 219 | $434.0K | 0.02% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 217 | $430.1K | 0.12% | +217 | New |
| TCG Advisory Services, LLC | 215 | $426.2K | 0.01% | +215 | New |
| Alerus Financial NA | 215 | $426.1K | 0.02% | +82+61.7% | Added |
| Inceptionr LLC | 213 | $422.2K | 0.10% | +213 | New |
| Fiduciary Trust Co | 212 | $420.7K | 0.00% | −490−69.8% | Reduced |
| TABR Capital Management, LLC | 211 | $418.6K | 0.36% | −22−9.4% | Reduced |
| Ponta Wealth Partners, LLC | 211 | $418.2K | 0.22% | +2+1.0% | Added |
| Meredith Wealth Planning | 209 | $414.5K | 0.10% | +63+43.2% | Added |
| Novem Group | 207 | $410.3K | 0.04% | −114−35.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 207 | $410.3K | 0.01% | +207 | New |
| CAPROCK Group, Inc. | 205 | $407.4K | 0.01% | +205 | New |
| Moss Adams Wealth Advisors LLC | 204 | $404.3K | 0.03% | −8−3.8% | Reduced |
| Wedbush Securities Inc | 204 | $404.0K | 0.01% | −68−25.0% | Reduced |
| Net Worth Advisory Group | 204 | $403.8K | 0.10% | −26−11.3% | Reduced |
| Colonial River Wealth Management, LLC | 201 | $398.4K | 0.11% | +13+6.9% | Added |
| Westmount Partners, LLC | 200 | $397.3K | 0.09% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 200 | $396.4K | 0.04% | −84−29.6% | Reduced |
| Annandale Capital, LLC | 200 | $396.0K | 0.06% | +200 | New |
| Greenline Wealth Management LLC | 200 | $395.6K | 0.33% | +200 | New |
| Spears Abacus Advisors LLC | 199 | $394.4K | 0.01% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 198 | $392.7K | 0.21% | −33−14.3% | Reduced |
| Groupama Asset Managment | 201 | $391.7K | 0.00% | −229−53.3% | Reduced |
| Keynote Financial Services LLC | 194 | $384.5K | 0.18% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 193 | $382.5K | 0.01% | −50−20.6% | Reduced |
| Fielder Capital Group LLC | 193 | $382.5K | 0.08% | +10+5.5% | Added |
| Chilton Investment Co LLC | 191 | $378.6K | 0.01% | −56−22.7% | Reduced |
| Stephens Inc | 190 | $376.6K | 0.00% | −29−13.2% | Reduced |
| Buckhead Capital Management LLC | 190 | $376.6K | 0.13% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 190 | $376.6K | 0.26% | +2+1.1% | Added |