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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 688 | $1.36M | 0.02% | +25+3.8% | Added |
| Global Retirement Partners, LLC | 684 | $1.36M | 0.02% | +684 | New |
| Clark Capital Management Group, Inc. | 684 | $1.36M | 0.01% | +392+134.2% | Added |
| North Star Investment Management Corp. | 681 | $1.35M | 0.07% | −225−24.8% | Reduced |
| Venturi Wealth Management, LLC | 681 | $1.35M | 0.05% | −103−13.1% | Reduced |
| Cypress Advisory Group LLC | 680 | $1.35M | 1.04% | −500−42.4% | Reduced |
| Delta Investment Management, LLC | 679 | $1.35M | 0.22% | +8+1.2% | Added |
| Creative Financial Designs Inc | 672 | $1.33M | 0.06% | +166+32.8% | Added |
| Applied Finance Capital Management, LLC | 670 | $1.33M | 0.10% | +147+28.1% | Added |
| Hanlon Investment Management, Inc. | 662 | $1.31M | 0.70% | −412−38.4% | Reduced |
| WESPAC Advisors, LLC | 662 | $1.31M | 0.64% | +662 | New |
| Genus Capital Management Inc. | 661 | $1.31M | 0.13% | −1,902−74.2% | Reduced |
| Beacon Pointe Advisors, LLC | 660 | $1.31M | 0.01% | −176−21.1% | Reduced |
| Westover Capital Advisors, LLC | 660 | $1.31M | 0.22% | +76+13.0% | Added |
| Legacy Financial Independent Advisors LLC | 651 | $1.29M | 0.61% | +32+5.2% | Added |
| Caitlin John, LLC | 648 | $1.28M | 0.70% | +445+219.2% | Added |
| Burney Co | 647 | $1.28M | 0.03% | +647 | New |
| Strid Group, LLC | 646 | $1.28M | 0.14% | +103+19.0% | Added |
| Spirepoint Private Client, LLC | 645 | $1.28M | 0.10% | +32+5.2% | Added |
| Daymark Wealth Partners, LLC | 644 | $1.28M | 0.03% | +39+6.4% | Added |
| Precision Wealth Strategies, LLC | 642 | $1.27M | 0.38% | −22−3.3% | Reduced |
| Private Client Services, LLC | 637 | $1.26M | 0.33% | −1,485−70.0% | Reduced |
| Norden Group LLC | 637 | $1.26M | 0.10% | −85−11.8% | Reduced |
| Pinnacle Associates Ltd | 629 | $1.25M | 0.01% | +57+10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 629 | $1.25M | 0.07% | +57+10.0% | Added |
| Portside Wealth Group, LLC | 627 | $1.24M | 0.15% | −215−25.5% | Reduced |
| Abundance Wealth Counselors | 624 | $1.24M | 0.08% | −8−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 623 | $1.23M | 0.06% | +15+2.5% | Added |
| QTR Family Wealth, LLC | 622 | $1.23M | 0.43% | +47+8.2% | Added |
| Fulton Bank, N.A. | 621 | $1.23M | 0.04% | +18+3.0% | Added |
| Laird Norton Trust Company, LLC | 611 | $1.21M | 0.02% | +68+12.5% | Added |
| Syon Capital LLC | 611 | $1.21M | 0.05% | −88−12.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 610 | $1.21M | 0.04% | +610 | New |
| Kera Capital Partners, Inc. | 608 | $1.21M | 0.12% | −19−3.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 606 | $1.20M | 0.20% | +72+13.5% | Added |
| Hershey Financial Advisers, LLC | 604 | $1.20M | 0.86% | +604 | New |
| JT Stratford LLC | 602 | $1.19M | 0.13% | −128−17.5% | Reduced |
| Abel Hall, LLC | 601 | $1.19M | 0.21% | −39−6.1% | Reduced |
| AXS Investments LLC | 600 | $1.19M | 0.34% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 600 | $1.19M | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 597 | $1.18M | 0.01% | +8+1.4% | Added |
| Symphony Financial, Ltd. Co. | 595 | $1.18M | 0.13% | −45−7.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 586 | $1.16M | 0.07% | −720−55.1% | Reduced |
| IHT Wealth Management, LLC | 583 | $1.16M | 0.02% | −790−57.5% | Reduced |
| Savvy Advisors, Inc. | 583 | $1.16M | 0.02% | +54+10.2% | Added |
| Landscape Capital Management, L.L.C. | 583 | $1.16M | 0.07% | −930−61.5% | Reduced |
| Wedmont Private Capital | 657 | $1.15M | 0.03% | +46+7.5% | Added |
| Resonant Capital Advisors, LLC | 571 | $1.13M | 0.05% | +18+3.3% | Added |
| Dakota Wealth Management | 568 | $1.13M | 0.02% | +568 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 565 | $1.12M | 0.04% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 564 | $1.12M | 0.34% | −39−6.5% | Reduced |
| AIA Group Ltd | 563 | $1.12M | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 562 | $1.11M | 0.06% | +43+8.3% | Added |
| Northwest Wealth Management, LLC | 561 | $1.11M | 0.15% | −2−0.4% | Reduced |
| Snowden Capital Advisors LLC | 558 | $1.11M | 0.03% | +18+3.3% | Added |
| Banque Transatlantique SA | 555 | $1.10M | 0.02% | +329+145.6% | Added |
| Meiji Yasuda Life Insurance Co | 555 | $1.10M | 0.04% | +18+3.4% | Added |
| Drive Wealth Management, LLC | 546 | $1.08M | 0.19% | +189+52.9% | Added |
| Principal Securities, Inc. | 544 | $1.08M | 0.01% | −7−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 541 | $1.07M | 0.06% | −53−8.9% | Reduced |
| AlphaGrep UK Ltd | 533 | $1.06M | 0.32% | −186−25.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 532 | $1.05M | 0.02% | +218+69.4% | Added |
| Mirador Capital Partners LP | 529 | $1.05M | 0.13% | +92+21.1% | Added |
| SBI Securities Co., Ltd. | 525 | $1.04M | 0.02% | +55+11.7% | Added |
| Archer Investment Corp | 521 | $1.03M | 0.20% | +21+4.2% | Added |
| Hollencrest Capital Management | 517 | $1.02M | 0.07% | +482+1,377.1% | Added |
| Legacy Financial Advisors, Inc. | 516 | $1.02M | 0.12% | +46+9.8% | Added |
| Summit Global Investments | 511 | $1.01M | 0.06% | +213+71.5% | Added |
| Personal Cfo Solutions, LLC | 511 | $1.01M | 0.15% | −142−21.7% | Reduced |
| L2 Asset Management, LLC | 508 | $1.01M | 0.10% | −994−66.2% | Reduced |
| Soros Capital Management LLC | 505 | $1.00M | 0.18% | −11,318−95.7% | Reduced |
| Patten Group, Inc. | 505 | $1.00M | 0.16% | +139+38.0% | Added |
| Sanders Morris Harris LLC | 500 | $991.4K | 0.58% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 500 | $991.0K | 0.19% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 540 | $989.0K | 0.53% | −14−2.5% | Reduced |
| Tema ETFs LLC | 499 | $989.0K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 497 | $985.7K | 0.05% | +8+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 497 | $985.0K | 0.04% | +77+18.3% | Added |
| Pinnacle Financial Partners, Inc. | 495 | $981.1K | 0.01% | −15−2.9% | Reduced |
| Catalyst Capital Advisors LLC | 485 | $961.2K | 0.02% | −235−32.6% | Reduced |
| Intrust Bank NA | 482 | $955.3K | 0.07% | −118−19.7% | Reduced |
| World Equity Group, Inc. | 481 | $953.3K | 0.21% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 481 | $953.3K | 0.00% | +57+13.4% | Added |
| Galvin, Gaustad & Stein, LLC | 476 | $942.9K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 468 | $927.6K | 0.05% | −33−6.6% | Reduced |
| Copeland Capital Management, LLC | 468 | $927.6K | 0.02% | +1+0.2% | Added |
| Oak Ridge Investments LLC | 463 | $917.6K | 0.05% | +35+8.2% | Added |
| Riversedge Advisors, LLC | 463 | $917.6K | 0.12% | +93+25.1% | Added |
| Archford Capital Strategies, LLC | 463 | $917.6K | 0.09% | +463 | New |
| Concentric Capital Strategies, LP | 462 | $915.7K | 0.06% | +462 | New |
| Wallace Hart LLC | 462 | $915.7K | 0.57% | +462 | New |
| Vision Retirement, LLC | 458 | $908.2K | 0.22% | +74+19.3% | Added |
| Laurion Capital Management LP | 457 | $905.8K | 0.07% | −3,503−88.5% | Reduced |
| LVW Advisors, LLC | 456 | $903.8K | 0.08% | −112−19.7% | Reduced |
| Loomis Sayles & Co L P | 455 | $901.8K | 0.00% | +29+6.8% | Added |
| Ipswich Investment Management Co., Inc. | 454 | $899.8K | 0.19% | −29−6.0% | Reduced |
| Montgomery Investment Management Inc | 450 | $891.9K | 0.27% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 448 | $887.9K | 0.05% | +98+28.0% | Added |
| Perpetual Ltd | 441 | $874.0K | 0.01% | −18−3.9% | Reduced |
| Thompson David Blair | 441 | $874.0K | 0.44% | +441 | New |