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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,717 | $7.37M | 0.05% | +2,145+136.5% | Added |
| Quadrant Capital Group LLC | 3,704 | $7.34M | 0.20% | −4−0.1% | Reduced |
| Jupiter Asset Management Ltd | 3,682 | $7.30M | 0.04% | +3,682 | New |
| Graham Capital Management, L.P. | 3,646 | $7.23M | 0.19% | +1,719+89.2% | Added |
| Brown Advisory Inc | 3,510 | $6.96M | 0.01% | −3,072−46.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,506 | $6.95M | 0.01% | +64+1.9% | Added |
| Hudson Bay Capital Management LP | 3,482 | $6.90M | 0.03% | +3,482 | New |
| State of Alaska, Department of Revenue | 3,444 | $6.83M | 0.07% | −172−4.8% | Reduced |
| Sienna Gestion | 3,455 | $6.81M | 0.40% | +3,455 | New |
| MAI Capital Management | 3,431 | $6.80M | 0.03% | +2,501+268.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,405 | $6.75M | 0.03% | +2,682+371.0% | Added |
| Strategic Global Advisors, LLC | 3,400 | $6.74M | 0.96% | +105+3.2% | Added |
| HB Wealth Management, LLC | 3,379 | $6.70M | 0.04% | +206+6.5% | Added |
| Nomura Holdings Inc | 3,352 | $6.64M | 0.03% | +1,903+131.3% | Added |
| Sequoia Financial Advisors, LLC | 3,302 | $6.54M | 0.03% | +402+13.9% | Added |
| Yousif Capital Management, LLC | 3,284 | $6.51M | 0.07% | −233−6.6% | Reduced |
| LGT Group Foundation | 3,231 | $6.40M | 0.07% | −273−7.8% | Reduced |
| Blair William & Co | 3,231 | $6.40M | 0.02% | +2,456+316.9% | Added |
| Oak Harvest Investment Services | 3,151 | $6.25M | 0.58% | −2,422−43.5% | Reduced |
| Cardinal Point Capital Management, ULC | 3,149 | $6.24M | 0.35% | +4+0.1% | Added |
| Harvest Fund Management Co., Ltd | 3,149 | $6.24M | 0.21% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,137 | $6.22M | 0.01% | +371+13.4% | Added |
| Jane Street Group, LLC | 3,136 | $6.22M | 0.00% | −327−9.4% | Reduced |
| Atria Investments LLC | 3,128 | $6.20M | 0.06% | −1,011−24.4% | Reduced |
| Cim, LLC | 3,113 | $6.17M | 0.80% | −2,003−39.2% | Reduced |
| Fedenia Advisers LLC | 3,063 | $6.07M | 1.44% | +3,063 | New |
| CenterBook Partners LP | 3,061 | $6.07M | 0.30% | +2,231+268.8% | Added |
| Lighthouse Investment Partners, LLC | 3,000 | $5.95M | 0.18% | −4,594−60.5% | Reduced |
| Abn Amro Investment Solutions | 2,974 | $5.89M | 0.05% | +363+13.9% | Added |
| Warren Averett Asset Management, LLC | 2,969 | $5.88M | 0.03% | +284+10.6% | Added |
| Benchmark Investment Advisors LLC | 2,962 | $5.87M | 2.58% | +105+3.7% | Added |
| Yorktown Management & Research Co Inc | 2,960 | $5.87M | 3.59% | −250−7.8% | Reduced |
| iA Global Asset Management Inc. | 2,946 | $5.84M | 0.07% | +201+7.3% | Added |
| Evergreen Capital Management LLC | 2,940 | $5.83M | 0.10% | −2−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 2,910 | $5.77M | 0.10% | −20−0.7% | Reduced |
| Advisory Services Network, LLC | 2,907 | $5.76M | 0.07% | −153−5.0% | Reduced |
| Allstate Corp | 2,892 | $5.73M | 0.06% | −830−22.3% | Reduced |
| Bull Harbor Capital LLC | 2,880 | $5.71M | 1.11% | −16−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,878 | $5.70M | 0.04% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 2,868 | $5.68M | 0.22% | −477−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,856 | $5.66M | 0.00% | −1,216−29.9% | Reduced |
| Commerce Bank | 2,818 | $5.59M | 0.02% | +141+5.3% | Added |
| Aubrey Capital Management Ltd | 2,800 | $5.55M | 3.48% | −1,200−30.0% | Reduced |
| Ascent Wealth Partners, LLC | 2,767 | $5.48M | 0.55% | +1,267+84.5% | Added |
| Hunter Associates Investment Management LLC | 2,761 | $5.47M | 0.63% | −227−7.6% | Reduced |
| Mizuho Securities USA LLC | 2,751 | $5.45M | 0.09% | +623+29.3% | Added |
| Sidoxia Capital Management, LLC | 2,686 | $5.32M | 3.90% | −266−9.0% | Reduced |
| Gateway Investment Advisers LLC | 2,683 | $5.32M | 0.05% | +947+54.6% | Added |
| Gulf International Bank (UK) Ltd | 2,682 | $5.32M | 0.10% | −54−2.0% | Reduced |
| Omers Administration Corp | 2,674 | $5.30M | 0.03% | +122+4.8% | Added |
| Thrivent Financial for Lutherans | 2,678 | $5.29M | 0.01% | −29−1.1% | Reduced |
| Secure Asset Management, LLC | 2,665 | $5.28M | 0.74% | +114+4.5% | Added |
| TD Waterhouse Canada Inc. | 2,787 | $5.20M | 0.01% | −75−2.6% | Reduced |
| Apollon Wealth Management, LLC | 2,599 | $5.15M | 0.06% | +498+23.7% | Added |
| Sivia Capital Partners, LLC | 2,592 | $5.14M | 0.62% | +90+3.6% | Added |
| RFG Advisory, LLC | 2,576 | $5.11M | 0.08% | −242−8.6% | Reduced |
| Ethic Inc. | 2,559 | $5.07M | 0.06% | −28−1.1% | Reduced |
| Squarepoint Ops LLC | 2,525 | $5.00M | 0.01% | −64,191−96.2% | Reduced |
| Harvest Investment Services, LLC | 2,507 | $4.97M | 0.77% | +1,757+234.3% | Added |
| New Age Alpha Advisors, LLC | 2,506 | $4.97M | 0.21% | −39−1.5% | Reduced |
| Prakash Investment Advisors LLC | 2,500 | $4.95M | 3.07% | +600+31.6% | Added |
| Virtue Capital Management, LLC | 2,472 | $4.90M | 0.65% | +2,472 | New |
| Saudi Central Bank | 2,463 | $4.88M | 0.06% | +1,161+89.2% | Added |
| Altshuler Shaham Ltd | 2,461 | $4.88M | 0.06% | +695+39.4% | Added |
| Allworth Financial LP | 2,444 | $4.84M | 0.02% | −506−17.2% | Reduced |
| Engle Capital Management, L.P. | 2,417 | $4.79M | 1.32% | −5,983−71.2% | Reduced |
| Plato Investment Management Ltd | 2,412 | $4.75M | 0.27% | +85+3.7% | Added |
| Rothschild Investment LLC | 2,390 | $4.74M | 0.18% | +1,187+98.7% | Added |
| Dedeker Financial LLC | 2,383 | $4.72M | 2.68% | −284−10.6% | Reduced |
| Patton Fund Management, Inc. | 2,353 | $4.66M | 1.01% | −1,057−31.0% | Reduced |
| Assetmark, Inc | 2,332 | $4.62M | 0.01% | −245−9.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 2,320 | $4.60M | 0.05% | +2,320 | New |
| Vise Technologies, Inc. | 2,313 | $4.58M | 0.05% | +1,561+207.6% | Added |
| VMS Asset Management Limited | 2,306 | $4.57M | 1.45% | −3,297−58.8% | Reduced |
| Natixis | 2,294 | $4.55M | 0.02% | −7,460−76.5% | Reduced |
| Blackhawk Capital Partners LLC. | 2,288 | $4.53M | 1.48% | −1,096−32.4% | Reduced |
| Silver Oak Securities, Inc | 2,285 | $4.53M | 0.27% | +181+8.6% | Added |
| Baader Bank INC | 2,283 | $4.52M | 0.37% | +876+62.3% | Added |
| Shaker Investments LLC | 2,271 | $4.50M | 1.62% | −24−1.0% | Reduced |
| Diametric Capital, LP | 2,247 | $4.45M | 0.47% | +1,304+138.3% | Added |
| Vestcor Inc | 2,234 | $4.43M | 0.11% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,223 | $4.41M | 0.88% | +245+12.4% | Added |
| Engineers Gate Manager LP | 2,219 | $4.40M | 0.06% | −4,830−68.5% | Reduced |
| Jefferies Financial Group Inc. | 2,205 | $4.37M | 0.04% | +567+34.6% | Added |
| Norinchukin Bank, The | 2,200 | $4.36M | 0.04% | −51−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,197 | $4.35M | 0.01% | −12,017−84.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,170 | $4.30M | 1.16% | −605−21.8% | Reduced |
| Venture Visionary Partners LLC | 2,161 | $4.28M | 0.12% | −54−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,143 | $4.25M | 0.07% | +2,143 | New |
| Evolve Private Wealth, LLC | 2,103 | $4.17M | 0.25% | −75−3.4% | Reduced |
| Convergence Investment Partners, LLC | 2,076 | $4.11M | 0.39% | +462+28.6% | Added |
| Chicago Partners Investment Group LLC | 2,237 | $4.10M | 0.08% | +30+1.4% | Added |
| Steel Peak Wealth Management LLC | 2,062 | $4.09M | 0.11% | −150−6.8% | Reduced |
| Sumitomo Life Insurance Co | 2,060 | $4.08M | 0.07% | −493−19.3% | Reduced |
| Seeds Investor LLC | 2,055 | $4.07M | 0.42% | +1,809+735.4% | Added |
| Hancock Whitney Corp | 2,021 | $4.01M | 0.07% | −849−29.6% | Reduced |
| 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 |
| Banque Cantonale Vaudoise | 1,993 | $3.95M | 0.15% | +250+14.3% | Added |
| NorthCrest Asset Manangement, LLC | 2,180 | $3.88M | 0.10% | +113+5.5% | Added |