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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.

Institutional holdersQ2 2026: 1,357 institutions
Q1 2021: 252 institutionsQ2 2021: 282 institutionsQ3 2021: 269 institutionsQ4 2021: 291 institutionsQ1 2022: 280 institutionsQ2 2022: 277 institutionsQ3 2022: 299 institutionsQ4 2022: 337 institutionsQ1 2023: 348 institutionsQ2 2023: 378 institutionsQ3 2023: 400 institutionsQ4 2023: 447 institutionsQ1 2024: 505 institutionsQ2 2024: 555 institutionsQ3 2024: 591 institutionsQ4 2024: 665 institutionsQ1 2025: 632 institutionsQ2 2025: 755 institutionsQ3 2025: 888 institutionsQ4 2025: 1,043 institutionsQ1 2026: 1,206 institutionsQ2 2026: 1,357 institutions
Value heldQ2 2026: $64.6B
Q1 2021: $2.57BQ2 2021: $2.67BQ3 2021: $2.43BQ4 2021: $3.41BQ1 2022: $3.11BQ2 2022: $2.88BQ3 2022: $3.35BQ4 2022: $3.92BQ1 2023: $5.03BQ2 2023: $5.62BQ3 2023: $5.97BQ4 2023: $7.16BQ1 2024: $11.0BQ2 2024: $10.5BQ3 2024: $13.1BQ4 2024: $14.4BQ1 2025: $10.9BQ2 2025: $18.1BQ3 2025: $27.5BQ4 2025: $31.1BQ1 2026: $44.6BQ2 2026: $64.6B
Institutions holding FIX and their total value by quarter
QuarterHoldersValue
Q2 20261,357$64.6B
Q1 20261,206$44.6B
Q4 20251,043$31.1B
Q3 2025888$27.5B
Q2 2025755$18.1B
Q1 2025632$10.9B
Q4 2024665$14.4B
Q3 2024591$13.1B
Q2 2024555$10.5B
Q1 2024505$11.0B
Q4 2023447$7.16B
Q3 2023400$5.97B
Q2 2023378$5.62B
Q1 2023348$5.03B
Q4 2022337$3.92B
Q3 2022299$3.35B
Q2 2022277$2.88B
Q1 2022280$3.11B
Q4 2021291$3.41B
Q3 2021269$2.43B
Q2 2021282$2.67B
Q1 2021252$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.

Institutions holding FIX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC688$1.36M0.02%+25+3.8%Added
Global Retirement Partners, LLC684$1.36M0.02%+684New
Clark Capital Management Group, Inc.684$1.36M0.01%+392+134.2%Added
North Star Investment Management Corp.681$1.35M0.07%−225−24.8%Reduced
Venturi Wealth Management, LLC681$1.35M0.05%−103−13.1%Reduced
Cypress Advisory Group LLC680$1.35M1.04%−500−42.4%Reduced
Delta Investment Management, LLC679$1.35M0.22%+8+1.2%Added
Creative Financial Designs Inc672$1.33M0.06%+166+32.8%Added
Applied Finance Capital Management, LLC670$1.33M0.10%+147+28.1%Added
Hanlon Investment Management, Inc.662$1.31M0.70%−412−38.4%Reduced
WESPAC Advisors, LLC662$1.31M0.64%+662New
Genus Capital Management Inc.661$1.31M0.13%−1,902−74.2%Reduced
Beacon Pointe Advisors, LLC660$1.31M0.01%−176−21.1%Reduced
Westover Capital Advisors, LLC660$1.31M0.22%+76+13.0%Added
Legacy Financial Independent Advisors LLC651$1.29M0.61%+32+5.2%Added
Caitlin John, LLC648$1.28M0.70%+445+219.2%Added
Burney Co647$1.28M0.03%+647New
Strid Group, LLC646$1.28M0.14%+103+19.0%Added
Spirepoint Private Client, LLC645$1.28M0.10%+32+5.2%Added
Daymark Wealth Partners, LLC644$1.28M0.03%+39+6.4%Added
Precision Wealth Strategies, LLC642$1.27M0.38%−22−3.3%Reduced
Private Client Services, LLC637$1.26M0.33%−1,485−70.0%Reduced
Norden Group LLC637$1.26M0.10%−85−11.8%Reduced
Pinnacle Associates Ltd629$1.25M0.01%+57+10.0%Added
Pinnacle Wealth Management Advisory Group, LLC629$1.25M0.07%+57+10.0%Added
Portside Wealth Group, LLC627$1.24M0.15%−215−25.5%Reduced
Abundance Wealth Counselors624$1.24M0.08%−8−1.3%Reduced
Siemens Fonds Invest GmbH623$1.23M0.06%+15+2.5%Added
QTR Family Wealth, LLC622$1.23M0.43%+47+8.2%Added
Fulton Bank, N.A.621$1.23M0.04%+18+3.0%Added
Laird Norton Trust Company, LLC611$1.21M0.02%+68+12.5%Added
Syon Capital LLC611$1.21M0.05%−88−12.6%Reduced
Parallax Volatility Advisers, L.P.610$1.21M0.04%+610New
Kera Capital Partners, Inc.608$1.21M0.12%−19−3.0%Reduced
Astoria Portfolio Advisors LLC.606$1.20M0.20%+72+13.5%Added
Hershey Financial Advisers, LLC604$1.20M0.86%+604New
JT Stratford LLC602$1.19M0.13%−128−17.5%Reduced
Abel Hall, LLC601$1.19M0.21%−39−6.1%Reduced
AXS Investments LLC600$1.19M0.34%00.0%Unchanged
Kepler Cheuvreux (Suisse) SA600$1.19M0.07%00.0%Unchanged
Greenleaf Trust597$1.18M0.01%+8+1.4%Added
Symphony Financial, Ltd. Co.595$1.18M0.13%−45−7.0%Reduced
Financiere des Professionnels - Fonds d,investissement inc.586$1.16M0.07%−720−55.1%Reduced
IHT Wealth Management, LLC583$1.16M0.02%−790−57.5%Reduced
Savvy Advisors, Inc.583$1.16M0.02%+54+10.2%Added
Landscape Capital Management, L.L.C.583$1.16M0.07%−930−61.5%Reduced
Wedmont Private Capital657$1.15M0.03%+46+7.5%Added
Resonant Capital Advisors, LLC571$1.13M0.05%+18+3.3%Added
Dakota Wealth Management568$1.13M0.02%+568New
NLB Skladi, upravljanje premozenja, d.o.o.565$1.12M0.04%00.0%Unchanged
Legacy Capital Group California, Inc.564$1.12M0.34%−39−6.5%Reduced
AIA Group Ltd563$1.12M0.01%00.0%Unchanged
Roundview Capital LLC562$1.11M0.06%+43+8.3%Added
Northwest Wealth Management, LLC561$1.11M0.15%−2−0.4%Reduced
Snowden Capital Advisors LLC558$1.11M0.03%+18+3.3%Added
Banque Transatlantique SA555$1.10M0.02%+329+145.6%Added
Meiji Yasuda Life Insurance Co555$1.10M0.04%+18+3.4%Added
Drive Wealth Management, LLC546$1.08M0.19%+189+52.9%Added
Principal Securities, Inc.544$1.08M0.01%−7−1.3%Reduced
Koshinski Asset Management, Inc.541$1.07M0.06%−53−8.9%Reduced
AlphaGrep UK Ltd533$1.06M0.32%−186−25.9%Reduced
Mount Yale Investment Advisors, LLC532$1.05M0.02%+218+69.4%Added
Mirador Capital Partners LP529$1.05M0.13%+92+21.1%Added
SBI Securities Co., Ltd.525$1.04M0.02%+55+11.7%Added
Archer Investment Corp521$1.03M0.20%+21+4.2%Added
Hollencrest Capital Management517$1.02M0.07%+482+1,377.1%Added
Legacy Financial Advisors, Inc.516$1.02M0.12%+46+9.8%Added
Summit Global Investments511$1.01M0.06%+213+71.5%Added
Personal Cfo Solutions, LLC511$1.01M0.15%−142−21.7%Reduced
L2 Asset Management, LLC508$1.01M0.10%−994−66.2%Reduced
Soros Capital Management LLC505$1.00M0.18%−11,318−95.7%Reduced
Patten Group, Inc.505$1.00M0.16%+139+38.0%Added
Sanders Morris Harris LLC500$991.4K0.58%00.0%Unchanged
Mindset Wealth Management, LLC500$991.0K0.19%00.0%Unchanged
Wall Street Financial Group, Inc.540$989.0K0.53%−14−2.5%Reduced
Tema ETFs LLC499$989.0K0.03%00.0%Unchanged
Cyndeo Wealth Partners, LLC497$985.7K0.05%+8+1.6%Added
Meiji Yasuda Asset Management Co Ltd.497$985.0K0.04%+77+18.3%Added
Pinnacle Financial Partners, Inc.495$981.1K0.01%−15−2.9%Reduced
Catalyst Capital Advisors LLC485$961.2K0.02%−235−32.6%Reduced
Intrust Bank NA482$955.3K0.07%−118−19.7%Reduced
World Equity Group, Inc.481$953.3K0.21%00.0%Unchanged
Glenmede Trust Co NA481$953.3K0.00%+57+13.4%Added
Galvin, Gaustad & Stein, LLC476$942.9K0.07%00.0%Unchanged
Essex Financial Services, Inc.468$927.6K0.05%−33−6.6%Reduced
Copeland Capital Management, LLC468$927.6K0.02%+1+0.2%Added
Oak Ridge Investments LLC463$917.6K0.05%+35+8.2%Added
Riversedge Advisors, LLC463$917.6K0.12%+93+25.1%Added
Archford Capital Strategies, LLC463$917.6K0.09%+463New
Concentric Capital Strategies, LP462$915.7K0.06%+462New
Wallace Hart LLC462$915.7K0.57%+462New
Vision Retirement, LLC458$908.2K0.22%+74+19.3%Added
Laurion Capital Management LP457$905.8K0.07%−3,503−88.5%Reduced
LVW Advisors, LLC456$903.8K0.08%−112−19.7%Reduced
Loomis Sayles & Co L P455$901.8K0.00%+29+6.8%Added
Ipswich Investment Management Co., Inc.454$899.8K0.19%−29−6.0%Reduced
Montgomery Investment Management Inc450$891.9K0.27%00.0%Unchanged
Waterloo Capital, L.P.448$887.9K0.05%+98+28.0%Added
Perpetual Ltd441$874.0K0.01%−18−3.9%Reduced
Thompson David Blair441$874.0K0.44%+441New