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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1,088 | $2.16M | 0.03% | −6−0.5% | Reduced |
| Illumine Investment Management, LLC | 0 | $2.15M | 1.40% | −1,052−100.0% | Reduced |
| Essential Partners LLC | 1,077 | $2.13M | 0.98% | −2,390−68.9% | Reduced |
| PFG Advisors | 1,074 | $2.13M | 0.11% | −5−0.5% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,068 | $2.12M | 0.09% | −307−22.3% | Reduced |
| Ossiam | 1,068 | $2.12M | 0.03% | +1,068 | New |
| Sigma Planning Corp | 1,067 | $2.12M | 0.05% | −294−21.6% | Reduced |
| Quantbot Technologies LP | 1,067 | $2.11M | 0.08% | −431−28.8% | Reduced |
| MUFG Securities Americas Inc. | 1,059 | $2.10M | 0.11% | +85+8.7% | Added |
| Havemeyer Place LP | 1,037 | $2.06M | 0.20% | −2,848−73.3% | Reduced |
| North Dakota State Investment Board | 1,035 | $2.05M | 0.08% | +28+2.8% | Added |
| Resources Investment Advisors, LLC. | 1,031 | $2.04M | 0.02% | +350+51.4% | Added |
| Kingsview Wealth Management, LLC | 1,028 | $2.04M | 0.02% | +252+32.5% | Added |
| Ifrah Financial Services, Inc. | 1,026 | $2.03M | 0.50% | −200−16.3% | Reduced |
| Sentinus, LLC | 1,024 | $2.03M | 0.16% | +29+2.9% | Added |
| X-Square Capital, LLC | 1,020 | $2.02M | 0.51% | −391−27.7% | Reduced |
| Atomi Financial Group, Inc. | 1,020 | $2.02M | 0.05% | +40+4.1% | Added |
| We Are One Seven, LLC | 1,019 | $2.02M | 0.03% | −151−12.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,018 | $2.02M | 0.42% | +1,018 | New |
| Sowell Financial Services LLC | 996 | $1.97M | 0.06% | −202−16.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 980 | $1.94M | 0.07% | +100+11.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,969 | $1.94M | 0.07% | −50−2.5% | Reduced |
| Global X Japan Co., Ltd. | 959 | $1.90M | 0.07% | +959 | New |
| Spence Asset Management | 947 | $1.88M | 0.44% | +885+1,427.4% | Added |
| Dark Forest Capital Management LP | 944 | $1.87M | 0.12% | +79+9.1% | Added |
| Ballentine Partners, LLC | 943 | $1.87M | 0.02% | +46+5.1% | Added |
| Kingswood Wealth Advisors, LLC | 941 | $1.87M | 0.08% | −1−0.1% | Reduced |
| IPG Investment Advisors LLC | 925 | $1.83M | 0.26% | +925 | New |
| Westerkirk Capital Inc. | 918 | $1.82M | 0.17% | +100+12.2% | Added |
| Central Pacific Bank - Trust Division | 917 | $1.82M | 0.18% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 913 | $1.81M | 0.06% | +117+14.7% | Added |
| Signaturefd, LLC | 879 | $1.74M | 0.02% | +85+10.7% | Added |
| Verus Capital Partners, LLC | 875 | $1.73M | 0.09% | −115−11.6% | Reduced |
| Cambria Investment Management, L.P. | 875 | $1.73M | 0.09% | +58+7.1% | Added |
| GeoWealth Management, LLC | 868 | $1.72M | 0.05% | +293+51.0% | Added |
| Thompson Davis & Co., Inc. | 862 | $1.71M | 1.02% | −949−52.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 860 | $1.70M | 0.13% | +45+5.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 860 | $1.70M | 0.05% | +414+92.8% | Added |
| AlphaCore Capital LLC | 850 | $1.68M | 0.03% | +267+45.8% | Added |
| Boston Trust Walden Corp | 850 | $1.68M | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 850 | $1.68M | 0.04% | +750+750.0% | Added |
| Aptus Capital Advisors, LLC | 848 | $1.68M | 0.01% | +295+53.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 847 | $1.68M | 0.04% | −800−48.6% | Reduced |
| Wahed Invest LLC | 841 | $1.67M | 0.17% | −41−4.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 834 | $1.65M | 0.35% | +800+2,352.9% | Added |
| Azzad Asset Management Inc | 826 | $1.64M | 0.14% | −519−38.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 817 | $1.62M | 0.09% | +6+0.7% | Added |
| Cresset Asset Management, LLC | 815 | $1.62M | 0.01% | +147+22.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 813 | $1.61M | 0.01% | −193−19.2% | Reduced |
| Strategy Asset Managers LLC | 809 | $1.60M | 0.24% | −103−11.3% | Reduced |
| Trust Point Inc. | 804 | $1.59M | 0.14% | −22−2.7% | Reduced |
| V-Square Quantitative Management LLC | 804 | $1.59M | 0.15% | +506+169.8% | Added |
| Two Sigma Securities, LLC | 793 | $1.57M | 0.14% | +793 | New |
| Securian Asset Management, Inc | 934 | $1.56M | 0.06% | −23−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 779 | $1.55M | 0.08% | −3−0.4% | Reduced |
| GAM Holding AG | 775 | $1.54M | 0.12% | +775 | New |
| IFP Advisors, Inc | 774 | $1.53M | 0.03% | +122+18.7% | Added |
| Westpac Banking Corp | 772 | $1.53M | 0.09% | +313+68.2% | Added |
| Northwestern Mutual Wealth Management Co | 770 | $1.53M | 0.00% | −9−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 770 | $1.53M | 0.09% | −38−4.7% | Reduced |
| Baker Avenue Asset Management, LP | 769 | $1.52M | 0.03% | −13−1.7% | Reduced |
| Frec Markets, Inc. | 768 | $1.52M | 0.14% | +12+1.6% | Added |
| Tobam | 768 | $1.52M | 0.37% | −41−5.1% | Reduced |
| Sym Financial Corp | 767 | $1.52M | 0.12% | −112−12.7% | Reduced |
| Equitable Holdings, Inc. | 765 | $1.52M | 0.01% | +96+14.3% | Added |
| Independent Financial Group, LLC | 765 | $1.52M | 0.03% | +765 | New |
| Inscription Capital, LLC | 765 | $1.52M | 0.13% | +118+18.2% | Added |
| Gateway Wealth Partners, LLC | 762 | $1.51M | 0.09% | −746−49.5% | Reduced |
| Ariadne Wealth Management, LP | 762 | $1.51M | 0.67% | −142−15.7% | Reduced |
| Regions Financial Corp | 761 | $1.51M | 0.01% | −216−22.1% | Reduced |
| Roman Butler Fullerton & Co | 863 | $1.49M | 0.36% | +367+74.0% | Added |
| Algert Global LLC | 753 | $1.49M | 0.02% | −72−8.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 752 | $1.49M | 0.01% | −118−13.6% | Reduced |
| Mariner Investment Group LLC | 750 | $1.49M | 0.35% | +750 | New |
| Brown Brothers Harriman & Co | 749 | $1.48M | 0.01% | +348+86.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 743 | $1.47M | 0.00% | +743 | New |
| HMS Capital Management, LLC | 742 | $1.47M | 0.55% | −26−3.4% | Reduced |
| Kaufman Rossin Wealth, LLC | 822 | $1.46M | 0.69% | −105−11.3% | Reduced |
| Virtus ETF Advisers LLC | 738 | $1.46M | 0.56% | −1,011−57.8% | Reduced |
| Wellington Shields & Co., LLC | 738 | $1.46M | 0.33% | −148−16.7% | Reduced |
| Prelude Capital Management, LLC | 737 | $1.46M | 0.11% | −79−9.7% | Reduced |
| Pensionmark Financial Group, LLC | 1,027 | $1.46M | 0.02% | −35−3.3% | Reduced |
| Advisory Alpha, LLC | 734 | $1.46M | 0.04% | +449+157.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 733 | $1.45M | 0.25% | −93−11.3% | Reduced |
| Perigon Wealth Management, LLC | 731 | $1.45M | 0.02% | −129−15.0% | Reduced |
| Algebris (UK) Ltd | 728 | $1.44M | 0.09% | −487−40.1% | Reduced |
| Umb Bank N A | 721 | $1.43M | 0.02% | −170−19.1% | Reduced |
| Impact Partnership Wealth, LLC | 721 | $1.43M | 0.14% | −47−6.1% | Reduced |
| Meeder Advisory Services, Inc. | 717 | $1.42M | 0.05% | +89+14.2% | Added |
| Ronald Blue Trust, Inc. | 709 | $1.41M | 0.01% | −72−9.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 709 | $1.40M | 0.18% | +15+2.2% | Added |
| West Michigan Advisors, LLC | 708 | $1.40M | 0.27% | +288+68.6% | Added |
| Naviter Wealth, LLC | 707 | $1.40M | 0.13% | +1+0.1% | Added |
| Savant Capital, LLC | 710 | $1.39M | 0.00% | −22−3.0% | Reduced |
| Arkadios Wealth Advisors | 702 | $1.39M | 0.02% | −81−10.3% | Reduced |
| BTC Capital Management, Inc. | 681 | $1.38M | 0.08% | −42−5.8% | Reduced |
| Betterment LLC | 695 | $1.38M | 0.00% | +695 | New |
| Knightsbridge Asset Management, LLC | 693 | $1.37M | 0.18% | +14+2.1% | Added |
| Boothbay Fund Management, LLC | 691 | $1.37M | 0.03% | −459−39.9% | Reduced |
| Voleon Capital Management LP | 691 | $1.37M | 0.02% | +691 | New |