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 |
|---|---|---|---|---|---|
| Nippon Life Global Investors Americas, Inc. | 6,450 | $12.8M | 0.51% | +5,640+696.3% | Added |
| AdvisorShares Investments LLC | 6,315 | $12.5M | 1.51% | −967−13.3% | Reduced |
| Night Squared LP | 6,301 | $12.5M | 1.34% | +901+16.7% | Added |
| HighTower Advisors, LLC | 6,284 | $12.5M | 0.01% | −1,271−16.8% | Reduced |
| Kadensa Capital Ltd | 6,269 | $12.4M | 2.65% | +6,269 | New |
| Dividend Assets Capital, LLC | 6,237 | $12.4M | 2.39% | −1,329−17.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,182 | $12.3M | 1.93% | −374−5.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,180 | $12.2M | 0.29% | −2,831−31.4% | Reduced |
| Calamos Advisors LLC | 6,176 | $12.2M | 0.04% | +70+1.1% | Added |
| UniSuper Management Pty Ltd | 6,088 | $12.1M | 0.06% | +1,965+47.7% | Added |
| Zacks Investment Management | 6,065 | $12.0M | 0.09% | +298+5.2% | Added |
| Seven Grand Managers, LLC | 6,000 | $11.9M | 0.48% | +6,000 | New |
| Premier Fund Managers Ltd | 5,930 | $11.6M | 1.05% | +1,180+24.8% | Added |
| Stansberry Asset Management, LLC | 5,808 | $11.5M | 1.05% | +2,658+84.4% | Added |
| Monument Capital Management | 5,796 | $11.5M | 2.31% | −236−3.9% | Reduced |
| Prosperitas Financial LLC | 5,761 | $11.4M | 3.66% | −274−4.5% | Reduced |
| APG Asset Management N.V. | 6,561 | $11.4M | 0.03% | +4,577+230.7% | Added |
| Public Sector Pension Investment Board | 5,698 | $11.3M | 0.03% | +26+0.5% | Added |
| Huntleigh Advisors, Inc. | 5,631 | $11.2M | 1.56% | −1,812−24.3% | Reduced |
| XTX Topco Ltd | 5,613 | $11.1M | 0.14% | +5,249+1,442.0% | Added |
| CBOE Vest Financial, LLC | 5,605 | $11.1M | 0.12% | −3,235−36.6% | Reduced |
| Mutual of America Capital Management LLC | 5,591 | $11.1M | 0.11% | +114+2.1% | Added |
| NEOS Investment Management LLC | 5,555 | $11.0M | 0.04% | +773+16.2% | Added |
| PEAK6 LLC | 5,512 | $10.9M | 0.27% | +899+19.5% | Added |
| Standard Life Aberdeen plc | 5,508 | $10.9M | 0.02% | +477+9.5% | Added |
| Private Advisor Group, LLC | 5,480 | $10.9M | 0.05% | −760−12.2% | Reduced |
| Ritholtz Wealth Management | 5,432 | $10.8M | 0.16% | +365+7.2% | Added |
| Transamerica Financial Advisors, Inc. | 5,372 | $10.6M | 0.90% | −3,416−38.9% | Reduced |
| Crestwood Advisors Group LLC | 5,371 | $10.6M | 0.16% | +2,769+106.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,357 | $10.6M | 1.71% | +3,480+185.4% | Added |
| Consolidated Planning Corp | 5,341 | $10.6M | 1.43% | +174+3.4% | Added |
| Utah Retirement Systems | 5,291 | $10.5M | 0.10% | −364−6.4% | Reduced |
| British Columbia Investment Management Corp | 5,272 | $10.4M | 0.07% | +411+8.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,248 | $10.4M | 0.08% | −9,646−64.8% | Reduced |
| New York Life Investment Management LLC | 5,214 | $10.3M | 0.07% | +322+6.6% | Added |
| Independent Advisor Alliance | 5,161 | $10.2M | 0.24% | −1,342−20.6% | Reduced |
| Waratah Capital Advisors Ltd. | 5,136 | $10.2M | 0.78% | −5,593−52.1% | Reduced |
| Brighton Jones LLC | 5,106 | $10.1M | 0.19% | −367−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,094 | $10.1M | 0.29% | +131+2.6% | Added |
| Meeder Asset Management Inc | 5,057 | $10.0M | 0.51% | +1,122+28.5% | Added |
| JustInvest LLC | 4,974 | $9.86M | 0.08% | +196+4.1% | Added |
| US Bancorp | 4,972 | $9.85M | 0.01% | +401+8.8% | Added |
| Horizon Investment Services, LLC | 4,936 | $9.78M | 2.72% | −207−4.0% | Reduced |
| Bridges Investment Management Inc | 4,930 | $9.77M | 0.12% | −900−15.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,868 | $9.65M | 0.06% | −395−7.5% | Reduced |
| Sanctuary Advisors, LLC | 4,855 | $9.62M | 0.04% | +226+4.9% | Added |
| MML Investors Services, LLC | 4,843 | $9.60M | 0.02% | +462+10.5% | Added |
| Nissay Asset Management Corp | 4,842 | $9.60M | 0.04% | +132+2.8% | Added |
| Davidson Capital Management Inc. | 4,734 | $9.38M | 1.50% | −92−1.9% | Reduced |
| Freedom Day Solutions, LLC | 4,718 | $9.35M | 2.07% | −1,209−20.4% | Reduced |
| Exchange Traded Concepts, LLC | 4,712 | $9.34M | 0.05% | +3,479+282.2% | Added |
| Bellars Harris Wealth Management, LLC | 4,655 | $9.23M | 1.88% | +4,655 | New |
| Buckingham Strategic Partners | 4,624 | $9.17M | 0.08% | −1,433−23.7% | Reduced |
| Thames Capital Management LLC | 4,561 | $9.04M | 0.74% | −5,548−54.9% | Reduced |
| NWK Group, Inc. | 4,555 | $9.03M | 2.78% | −925−16.9% | Reduced |
| Fifth Third Bancorp | 4,535 | $8.99M | 0.01% | −370−7.5% | Reduced |
| Schwartz Investment Counsel Inc | 4,500 | $8.92M | 0.30% | −800−15.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,497 | $8.91M | 0.72% | +474+11.8% | Added |
| Prospera Financial Services Inc | 4,465 | $8.85M | 0.13% | +1,345+43.1% | Added |
| CWM Advisors, LLC | 4,436 | $8.79M | 0.36% | +239+5.7% | Added |
| Mitchell Capital Management Co | 4,407 | $8.73M | 1.33% | +78+1.8% | Added |
| SIR Capital Management, L.P. | 4,394 | $8.71M | 1.00% | +3,494+388.2% | Added |
| Insight Wealth Strategies, LLC | 4,636 | $8.65M | 0.84% | −801−14.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,334 | $8.59M | 0.09% | +303+7.5% | Added |
| Anderson Hoagland & Co | 4,328 | $8.58M | 0.67% | −1,745−28.7% | Reduced |
| 1832 Asset Management L.P. | 4,321 | $8.56M | 0.01% | +4,321 | New |
| Geneva Partners, LLC | 4,315 | $8.55M | 2.28% | +129+3.1% | Added |
| Vident Advisory, LLC | 4,300 | $8.52M | 0.06% | +125+3.0% | Added |
| Globeflex Capital L P | 4,291 | $8.50M | 1.09% | −647−13.1% | Reduced |
| EP Wealth Advisors, LLC | 4,267 | $8.46M | 0.03% | −56−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,235 | $8.39M | 0.11% | −761−15.2% | Reduced |
| Intech Investment Management LLC | 4,199 | $8.32M | 0.08% | +1,907+83.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,130 | $8.32M | 0.03% | +1,802+77.4% | Added |
| Pacer Advisors, Inc. | 4,194 | $8.31M | 0.02% | +2,409+135.0% | Added |
| Bensler, LLC | 4,179 | $8.28M | 0.73% | +4,179 | New |
| Marietta Investment Partners LLC | 4,083 | $8.09M | 1.39% | +344+9.2% | Added |
| Brinker Capital Investments, LLC | 4,038 | $8.00M | 0.06% | −1,118−21.7% | Reduced |
| Diversified Trust Co | 4,010 | $7.95M | 0.13% | −932−18.9% | Reduced |
| Farther Finance Advisors, LLC | 3,978 | $7.88M | 0.06% | −52−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,926 | $7.78M | 0.01% | +686+21.2% | Added |
| Diversify Wealth Management, LLC | 4,488 | $7.77M | 0.13% | −1,506−25.1% | Reduced |
| Diversify Advisory Services, LLC | 4,488 | $7.77M | 0.13% | +4,488 | New |
| Osmosis Investment Management UK Ltd | 3,880 | $7.69M | 0.36% | +1,820+88.3% | Added |
| Horizon Investments, LLC | 3,874 | $7.67M | 0.08% | +529+15.8% | Added |
| Triasima Portfolio Management inc. | 3,869 | $7.67M | 1.04% | −770−16.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 4,420 | $7.64M | 1.49% | −2,024−31.4% | Reduced |
| Argent Capital Management LLC | 3,840 | $7.61M | 0.24% | −3,145−45.0% | Reduced |
| Occudo Quantitative Strategies LP | 3,827 | $7.58M | 0.40% | +2,158+129.3% | Added |
| RH Tailwind Management, LLC | 3,800 | $7.53M | 3.52% | +3,800 | New |
| BLI - Banque de Luxembourg Investments | 3,850 | $7.52M | 0.27% | +3,850 | New |
| Rafferty Asset Management, LLC | 3,780 | $7.49M | 0.02% | +1,218+47.5% | Added |
| Aventail Capital Group, LP | 3,779 | $7.49M | 0.43% | −3,063−44.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,763 | $7.46M | 1.62% | −3,020−44.5% | Reduced |
| Krilogy Financial LLC | 3,759 | $7.45M | 0.22% | +134+3.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,742 | $7.42M | 0.31% | −1,609−30.1% | Reduced |
| M&T Bank Corp | 3,741 | $7.41M | 0.02% | −198−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,741 | $7.41M | 0.06% | +2,815+304.0% | Added |
| Callan Family Office, LLC | 3,731 | $7.39M | 0.14% | +325+9.5% | Added |
| Whittier Trust Co of Nevada Inc | 4,389 | $7.39M | 0.14% | +81+1.9% | Added |
| Park Avenue Securities LLC | 3,726 | $7.38M | 0.05% | −26−0.7% | Reduced |