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 |
|---|---|---|---|---|---|
| Eurizon SLJ Capital Ltd | 1,957 | $3.88M | 1.43% | +1,957 | New |
| Gallo Partners, LP | 1,949 | $3.86M | 8.57% | +337+20.9% | Added |
| Hartford Investment Management Co | 1,941 | $3.85M | 0.11% | −67−3.3% | Reduced |
| QRG Capital Management, Inc. | 1,938 | $3.84M | 0.03% | +60+3.2% | Added |
| Redhawk Wealth Advisors, Inc. | 1,930 | $3.83M | 0.38% | −190−9.0% | Reduced |
| Manchester Financial Inc | 1,926 | $3.82M | 0.68% | −176−8.4% | Reduced |
| Mission Wealth Management, LP | 1,914 | $3.79M | 0.05% | +1,396+269.5% | Added |
| CVFG LLC | 1,910 | $3.79M | 0.40% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,893 | $3.75M | 0.08% | +1,893 | New |
| Edgestream Partners, L.P. | 1,887 | $3.74M | 0.11% | −3,051−61.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,884 | $3.73M | 0.04% | +169+9.9% | Added |
| Kane Investment Management, Inc. | 1,873 | $3.71M | 1.58% | −106−5.4% | Reduced |
| Level Four Advisory Services, LLC | 1,863 | $3.69M | 0.10% | −736−28.3% | Reduced |
| Bosman Wealth Management, LLC | 1,859 | $3.68M | 2.29% | −68−3.5% | Reduced |
| Maryland State Retirement & Pension System | 1,855 | $3.68M | 0.06% | +133+7.7% | Added |
| Union Bancaire Privee, UBP SA | 2,306 | $3.63M | 0.06% | −1,277−35.6% | Reduced |
| Oppenheimer Asset Management Inc. | 1,824 | $3.62M | 0.04% | −403−18.1% | Reduced |
| Katamaran Capital LLP | 1,807 | $3.58M | 3.06% | +458+34.0% | Added |
| Penserra Capital Management LLC | 1,802 | $3.57M | 0.03% | −325−15.3% | Reduced |
| Louisiana State Employees Retirement System | 1,800 | $3.57M | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,783 | $3.53M | 0.18% | −112−5.9% | Reduced |
| Sterling Capital Management LLC | 1,749 | $3.47M | 0.06% | +224+14.7% | Added |
| Coldstream Capital Management Inc | 1,735 | $3.44M | 0.04% | −46−2.6% | Reduced |
| RMB Capital Management, LLC | 1,731 | $3.43M | 0.05% | +9+0.5% | Added |
| Storgate, LLC | 1,714 | $3.40M | 0.70% | +976+132.2% | Added |
| New Mexico Educational Retirement Board | 1,700 | $3.37M | 0.08% | +100+6.3% | Added |
| Moors & Cabot, Inc. | 1,690 | $3.35M | 0.13% | −381−18.4% | Reduced |
| Wakefield Asset Management LLLP | 1,681 | $3.33M | 0.75% | −18−1.1% | Reduced |
| Waddell & Associates, LLC | 1,669 | $3.31M | 0.16% | +32+2.0% | Added |
| Alps Advisors Inc | 1,667 | $3.30M | 0.02% | +316+23.4% | Added |
| GLR Partners, LLC | 1,637 | $3.24M | 1.51% | −37−2.2% | Reduced |
| Segment Wealth Management, LLC | 1,636 | $3.24M | 0.17% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 1,632 | $3.23M | 0.68% | −323−16.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 1,630 | $3.23M | 0.12% | −35−2.1% | Reduced |
| Hilltop Holdings Inc. | 1,622 | $3.21M | 0.26% | +50+3.2% | Added |
| TFR Capital, LLC. | 1,607 | $3.18M | 0.90% | −271−14.4% | Reduced |
| Highland Capital Management, LLC | 1,599 | $3.17M | 0.15% | +21+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 1,597 | $3.17M | 0.10% | +141+9.7% | Added |
| Caxton Associates LLP | 1,580 | $3.13M | 0.06% | +1,429+946.4% | Added |
| Banco Santander, S.A. | 1,568 | $3.11M | 0.02% | −5,967−79.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,503 | $2.98M | 0.10% | −228−13.2% | Reduced |
| Triglav Skladi, D.O.O. | 1,503 | $2.98M | 0.16% | +803+114.7% | Added |
| 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 |
| Catalyst Funds Management Pty Ltd | 1,470 | $2.91M | 0.16% | +1,470 | New |
| Systematic Financial Management LP | 1,462 | $2.90M | 0.06% | −28,717−95.2% | Reduced |
| Braeburn Wealth Management LLC | 1,459 | $2.89M | 1.24% | +47+3.3% | Added |
| Gsa Capital Partners LLP | 1,444 | $2.86M | 0.18% | +101+7.5% | Added |
| GAMMA Investing LLC | 1,435 | $2.84M | 0.11% | +80+5.9% | Added |
| Raiffeisen Bank International AG | 1,448 | $2.82M | 0.03% | −304−17.4% | Reduced |
| South Dakota Investment Council | 1,414 | $2.80M | 0.05% | −5,516−79.6% | Reduced |
| Soltis Investment Advisors LLC | 1,413 | $2.80M | 0.16% | +138+10.8% | Added |
| Argos Wealth Advisors, LLC | 1,400 | $2.77M | 0.73% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,399 | $2.77M | 0.04% | +257+22.5% | Added |
| Davenport & Co LLC | 1,393 | $2.76M | 0.01% | +88+6.7% | Added |
| Westco Advisory Services Inc | 1,390 | $2.75M | 1.66% | −90−6.1% | Reduced |
| MUFG Securities EMEA plc | 1,378 | $2.73M | 0.03% | −1,065−43.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,377 | $2.73M | 0.07% | −180−11.6% | Reduced |
| Private Advisory Group LLC | 1,357 | $2.69M | 0.15% | +167+14.0% | Added |
| Point Nemo Capital, LLC | 1,356 | $2.69M | 1.36% | −645−32.2% | Reduced |
| J. Safra Sarasin Holding AG | 1,544 | $2.66M | 0.04% | −437−22.1% | Reduced |
| Commerzbank Aktiengesellschaft | 1,329 | $2.63M | 0.05% | +224+20.3% | Added |
| United Capital Financial Advisers, LLC | 1,327 | $2.63M | 0.01% | +367+38.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,300 | $2.58M | 0.16% | −5−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,300 | $2.58M | 0.02% | +926+247.6% | Added |
| Lido Advisors, LLC | 1,297 | $2.57M | 0.01% | +391+43.2% | Added |
| Citizens Financial Group Inc | 1,292 | $2.56M | 0.03% | +271+26.5% | Added |
| Simplex Trading, LLC | 1,283 | $2.54M | 0.07% | +896+231.5% | Added |
| Mutual Advisors, LLC | 1,276 | $2.53M | 0.05% | +37+3.0% | Added |
| Parcion Private Wealth LLC | 1,270 | $2.52M | 0.14% | +117+10.1% | Added |
| Nations Financial Group Inc, | 1,264 | $2.51M | 0.12% | −445−26.0% | Reduced |
| Fulcrum Asset Management LLP | 1,284 | $2.50M | 0.25% | +1,284 | New |
| Benjamin Edwards Inc | 1,259 | $2.50M | 0.02% | −315−20.0% | Reduced |
| Holderness Investments Co | 1,233 | $2.44M | 0.41% | +24+2.0% | Added |
| Bellwether Advisors, LLC | 1,230 | $2.44M | 0.36% | −2,425−66.3% | Reduced |
| Change Path, LLC | 1,218 | $2.41M | 0.05% | +7+0.6% | Added |
| Axiom Investors LLC | 1,213 | $2.40M | 0.02% | +1,213 | New |
| Oppenheimer & Co Inc | 1,211 | $2.40M | 0.03% | +815+205.8% | Added |
| Summit Trail Advisors, LLC | 1,191 | $2.39M | 0.03% | +90+8.2% | Added |
| First Financial Bank - Trust Division | 1,204 | $2.39M | 0.17% | +1,204 | New |
| Caerus Investment Advisors, LLC | 1,203 | $2.38M | 0.80% | −11−0.9% | Reduced |
| Summit Financial, LLC | 1,189 | $2.36M | 0.03% | +251+26.8% | Added |
| FCG Investment Co | 1,176 | $2.33M | 0.81% | +1,176 | New |
| NewEdge Wealth, LLC | 1,161 | $2.30M | 0.02% | +261+29.0% | Added |
| Park Capital Management, LLC | 1,141 | $2.26M | 1.33% | +1,141 | New |
| Bannerstone Capital Management, LLC | 1,133 | $2.25M | 1.89% | −92−7.5% | Reduced |
| Compass Financial Management LLC | 1,130 | $2.24M | 0.27% | +1,130 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,127 | $2.23M | 0.03% | +1+0.1% | Added |
| Saturna Capital CORP | 1,126 | $2.23M | 0.03% | −824−42.3% | Reduced |
| Metis Global Partners, LLC | 1,124 | $2.23M | 0.05% | −170−13.1% | Reduced |
| Generali Asset Management SPA SGR | 1,123 | $2.23M | 0.04% | −710−38.7% | Reduced |
| Retireful, LLC | 1,123 | $2.23M | 2.07% | +90+8.7% | Added |
| Integrated Quantitative Investments LLC | 1,117 | $2.21M | 0.36% | −574−33.9% | Reduced |
| Petra Financial Advisors Inc | 1,115 | $2.21M | 1.02% | +35+3.2% | Added |
| Transcend Wealth Collective, LLC | 1,113 | $2.21M | 0.15% | +226+25.5% | Added |
| denkapparat Operations GmbH | 1,112 | $2.20M | 0.72% | −134−10.8% | Reduced |
| Jump Financial, LLC | 1,111 | $2.20M | 0.02% | −6,222−84.8% | Reduced |
| Chase Investment Counsel Corp | 1,105 | $2.19M | 0.46% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,099 | $2.18M | 0.01% | +848+337.8% | Added |
| Axq Capital, LP | 1,096 | $2.17M | 0.24% | −1,645−60.0% | Reduced |