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 |
|---|---|---|---|---|---|
| Strategic Planning Group, LLC | 14,590 | $28.9M | 3.15% | +269+1.9% | Added |
| Employees Provident Fund Board | 14,560 | $28.9M | 0.17% | −457−3.0% | Reduced |
| Ci Investments Inc. | 14,490 | $28.7M | 0.09% | +7,023+94.1% | Added |
| Zevenbergen Capital Investments LLC | 14,414 | $28.6M | 0.65% | +14,414 | New |
| Public Employees Retirement Association of Colorado | 14,145 | $28.0M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,065 | $27.9M | 0.03% | +1,972+16.3% | Added |
| Hel Ved Capital Management Ltd | 13,990 | $27.7M | 3.91% | +8,420+151.2% | Added |
| Tredje AP-fonden | 13,820 | $27.4M | 0.12% | +903+7.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 13,000 | $25.8M | 0.20% | 00.0% | Unchanged |
| ING Groep NV | 12,921 | $25.6M | 0.13% | +11,382+739.6% | Added |
| Kovitz Investment Group Partners, LLC | 12,840 | $25.4M | 0.56% | −938−6.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,811 | $25.4M | 0.18% | −1,567−10.9% | Reduced |
| Nomura Asset Management Co Ltd | 12,691 | $25.2M | 0.05% | +559+4.6% | Added |
| State of Tennessee, Treasury Department | 12,539 | $24.9M | 0.07% | −456−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,491 | $24.8M | 0.12% | +961+8.3% | Added |
| Cowa, LLC | 12,439 | $24.7M | 6.18% | +425+3.5% | Added |
| Public Employees Retirement System of Ohio | 12,175 | $24.1M | 0.07% | −1,330−9.8% | Reduced |
| Pallas Capital Advisors LLC | 12,126 | $24.0M | 0.74% | −1,799−12.9% | Reduced |
| BWCP, LP | 12,104 | $24.0M | 3.43% | −9,919−45.0% | Reduced |
| Jones Financial Companies LLLP | 12,880 | $23.9M | 0.01% | +3,715+40.5% | Added |
| Investment Management Corp of Ontario | 11,990 | $23.8M | 0.30% | +1,512+14.4% | Added |
| Trexquant Investment LP | 11,978 | $23.7M | 0.15% | −704−5.6% | Reduced |
| Nisa Investment Advisors, LLC | 11,928 | $23.6M | 0.07% | −370−3.0% | Reduced |
| Robeco Schweiz AG | 11,799 | $23.4M | 0.38% | −19,675−62.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,644 | $23.1M | 0.07% | +6,668+134.0% | Added |
| DnB Asset Management AS | 11,577 | $22.9M | 0.06% | +252+2.2% | Added |
| State of New Jersey Common Pension Fund D | 11,365 | $22.5M | 0.08% | −735−6.1% | Reduced |
| Parnassus Investments | 11,091 | $22.0M | 0.06% | +11,091 | New |
| Andra AP-fonden | 10,983 | $21.8M | 0.25% | −3,030−21.6% | Reduced |
| Van Eck Associates Corp | 10,688 | $21.2M | 0.01% | +1,933+22.1% | Added |
| Moran Wealth Management, LLC | 10,601 | $21.0M | 0.57% | −753−6.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,638 | $21.0M | 0.10% | −299−2.7% | Reduced |
| Toronto Dominion Bank | 10,556 | $20.9M | 0.03% | −4,829−31.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 10,408 | $20.6M | 0.09% | +2,445+30.7% | Added |
| Mn Services Vermogensbeheer B.V. | 10,200 | $20.2M | 0.15% | +10,200 | New |
| Oddo BHF Asset Management SAS | 10,163 | $20.1M | 0.93% | +6,025+145.6% | Added |
| State of Michigan Retirement System | 10,100 | $20.0M | 0.09% | +100+1.0% | Added |
| Arizona State Retirement System | 10,088 | $20.0M | 0.10% | +503+5.2% | Added |
| Czech National Bank | 10,003 | $19.8M | 0.11% | +418+4.4% | Added |
| Crown Advisors Management, Inc. | 10,000 | $19.8M | 10.88% | −3,000−23.1% | Reduced |
| Xponance, Inc. | 9,924 | $19.7M | 0.12% | +508+5.4% | Added |
| Pinebridge Investments LLC | 9,867 | $19.6M | 0.16% | +5,563+129.3% | Added |
| Retirement Systems of Alabama | 9,808 | $19.4M | 0.06% | −91−0.9% | Reduced |
| CIBC Asset Management Inc | 9,642 | $19.1M | 0.04% | +1,104+12.9% | Added |
| JGP Wealth Management, LLC | 9,502 | $18.8M | 1.69% | −20.0% | Reduced |
| MetLife Investment Management | 9,407 | $18.6M | 0.08% | −383−3.9% | Reduced |
| IMC-Chicago, LLC | 9,346 | $18.5M | 0.17% | +9,346 | New |
| CI Private Wealth, LLC | 9,134 | $18.1M | 0.03% | +3,522+62.8% | Added |
| Moore Capital Management, LP | 9,050 | $17.9M | 0.41% | +3,112+52.4% | Added |
| ASR Vermogensbeheer N.V. | 8,834 | $17.5M | 0.18% | +5,370+155.0% | Added |
| California First Leasing Corp | 8,720 | $17.3M | 3.67% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 12,523 | $17.2M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $17.1M | 0.04% | +1,333+18.3% | Added |
| IFM Investors Pty Ltd | 8,435 | $16.7M | 0.11% | +1,048+14.2% | Added |
| USS Investment Management Ltd | 8,354 | $16.6M | 0.07% | +8,354 | New |
| Keystone Investors Pte Ltd | 8,302 | $16.5M | 0.88% | +8,302 | New |
| Schonfeld Strategic Advisors LLC | 8,262 | $16.4M | 0.09% | −8,331−50.2% | Reduced |
| Verition Fund Management LLC | 8,238 | $16.3M | 0.11% | −1,351−14.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 8,205 | $16.2M | 0.04% | +3,378+70.0% | Added |
| Dorsey Wright & Associates | 8,032 | $15.9M | 2.70% | −7,855−49.4% | Reduced |
| Blue Grotto Capital, LLC | 8,000 | $15.9M | 1.32% | −27,467−77.4% | Reduced |
| Varma Mutual Pension Insurance Co | 7,800 | $15.5M | 0.08% | +7,800 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,762 | $15.4M | 0.07% | −436−5.3% | Reduced |
| Baird Financial Group, Inc. | 7,697 | $15.3M | 0.02% | −2,404−23.8% | Reduced |
| Woodline Partners LP | 7,673 | $15.2M | 0.05% | +776+11.3% | Added |
| Whittier Trust Co | 8,480 | $15.2M | 0.15% | +22+0.3% | Added |
| Entropy Technologies, LP | 7,645 | $15.2M | 0.60% | +1,191+18.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 7,628 | $15.1M | 0.13% | −2,658−25.8% | Reduced |
| VestGen Advisors, LLC | 7,459 | $14.8M | 0.43% | −551−6.9% | Reduced |
| Amalgamated Bank | 7,408 | $14.7M | 0.10% | −191−2.5% | Reduced |
| Walleye Capital LLC | 7,404 | $14.7M | 0.07% | −1,075−12.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 7,356 | $14.6M | 1.00% | −305−4.0% | Reduced |
| Janney Montgomery Scott LLC | 7,342 | $14.6M | 0.03% | −191−2.5% | Reduced |
| Erste Asset Management GmbH | 7,380 | $14.4M | 0.11% | +7,379+737,900.0% | Added |
| Pathstone Holdings, LLC | 7,119 | $14.1M | 0.04% | −982−12.1% | Reduced |
| Tudor Investment Corp Et Al | 7,108 | $14.1M | 0.06% | +6,915+3,582.9% | Added |
| Scalar Gauge Management, LLC | 7,100 | $14.1M | 7.76% | +1,000+16.4% | Added |
| Prudential PLC | 7,069 | $14.0M | 0.10% | −375−5.0% | Reduced |
| Hedeker Wealth, LLC | 7,017 | $13.9M | 2.65% | −112−1.6% | Reduced |
| Advisors Asset Management, Inc. | 6,969 | $13.8M | 0.21% | −1,227−15.0% | Reduced |
| Bank of Nova Scotia | 6,925 | $13.7M | 0.02% | +2,861+70.4% | Added |
| BW Gestao de Investimentos Ltda. | 6,904 | $13.7M | 0.33% | −7,119−50.8% | Reduced |
| Wealth High Governance Capital Ltda | 6,904 | $13.7M | 4.09% | −7,119−50.8% | Reduced |
| Spire Wealth Management | 6,901 | $13.7M | 0.41% | +451+7.0% | Added |
| Fideuram Asset Management (Ireland) dac | 7,579 | $13.6M | 0.26% | +5,769+318.7% | Added |
| Kestra Advisory Services, LLC | 6,870 | $13.6M | 0.04% | +649+10.4% | Added |
| Avanza Fonder AB | 6,863 | $13.6M | 0.30% | +950+16.1% | Added |
| Commonwealth Equity Services, LLC | 6,815 | $13.5M | 0.02% | +699+11.4% | Added |
| Merit Financial Group, LLC | 6,747 | $13.4M | 0.08% | −72−1.1% | Reduced |
| Two Sigma Investments, LP | 6,740 | $13.4M | 0.01% | −1,654−19.7% | Reduced |
| Kornitzer Capital Management Inc | 6,700 | $13.3M | 0.28% | −100−1.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 6,595 | $13.1M | 0.09% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,572 | $13.0M | 0.89% | +74+1.1% | Added |
| Holocene Advisors, LP | 6,568 | $13.0M | 0.03% | −20,111−75.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,561 | $13.0M | 0.11% | +2,588+65.1% | Added |
| Mawer Investment Management Ltd. | 6,534 | $13.0M | 0.09% | +1,338+25.8% | Added |
| Illinois Municipal Retirement Fund | 6,531 | $12.9M | 0.15% | −266−3.9% | Reduced |
| ProShare Advisors LLC | 6,490 | $12.9M | 0.02% | +1,468+29.2% | Added |
| GWM Advisors LLC | 6,476 | $12.8M | 0.04% | +1,512+30.5% | Added |
| Silvant Capital Management LLC | 6,454 | $12.8M | 0.37% | +3,558+122.9% | Added |