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 |
|---|---|---|---|---|---|
| Northbridge Financial Group, LLC | 431 | $854.2K | 0.33% | −1−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 486 | $853.5K | 0.16% | +2+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 428 | $848.8K | 0.02% | −12−2.7% | Reduced |
| Vann Equity Management LLC | 428 | $848.4K | 0.52% | +428 | New |
| Lake Hills Wealth Management, LLC | 421 | $834.4K | 0.38% | +251+147.6% | Added |
| Valmark Advisers, Inc. | 419 | $830.4K | 0.01% | +71+20.4% | Added |
| Stratos Wealth Partners, LTD. | 417 | $826.5K | 0.01% | +119+39.9% | Added |
| Oak Thistle LLC | 415 | $822.5K | 0.08% | −1,561−79.0% | Reduced |
| Himension Fund | 413 | $818.5K | 0.05% | +413 | New |
| Gen-Wealth Partners Inc | 411 | $814.6K | 0.23% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 407 | $806.7K | 0.02% | +407 | New |
| LMR Partners LLP | 405 | $802.7K | 0.01% | +405 | New |
| Inspire Advisors, LLC | 405 | $801.1K | 0.06% | +24+6.3% | Added |
| Kestra Investment Management, LLC | 404 | $799.8K | 0.02% | −867−68.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 402 | $796.7K | 0.01% | +402 | New |
| AE Wealth Management LLC | 401 | $794.9K | 0.00% | +38+10.5% | Added |
| Numerai GP LLC | 400 | $792.8K | 0.06% | −866−68.4% | Reduced |
| FNY Investment Advisers, LLC | 400 | $792.0K | 0.29% | −100−20.0% | Reduced |
| True Wealth Design, LLC | 398 | $788.8K | 0.19% | −49−11.0% | Reduced |
| Ewa, LLC | 398 | $788.5K | 0.14% | +7+1.8% | Added |
| Frank, Rimerman Advisors LLC | 397 | $786.8K | 0.04% | +397 | New |
| Americana Partners, LLC | 392 | $776.9K | 0.02% | −398−50.4% | Reduced |
| D'Orazio & Associates, Inc. | 392 | $776.5K | 0.09% | −64−14.0% | Reduced |
| Cynosure Management, LLC | 391 | $774.9K | 0.12% | +69+21.4% | Added |
| VGI Partners Ltd | 391 | $774.9K | 0.04% | −1,266−76.4% | Reduced |
| Kestra Private Wealth Services, LLC | 390 | $772.5K | 0.01% | −365−48.3% | Reduced |
| Magnolia Wealth Management, LLC | 388 | $769.0K | 0.40% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 459 | $768.4K | 0.30% | +179+63.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 384 | $761.6K | 0.00% | +25+7.0% | Added |
| Phoenix Holdings Ltd. | 383 | $759.0K | 0.01% | +11+3.0% | Added |
| Everpar Advisors LLC | 382 | $757.1K | 0.22% | +190+99.0% | Added |
| Optimist Retirement Group LLC | 381 | $755.1K | 0.29% | +9+2.4% | Added |
| Root Financial Partners, LLC | 381 | $755.1K | 0.03% | +85+28.7% | Added |
| Signal Advisors Wealth, LLC | 380 | $753.3K | 0.04% | +380 | New |
| waypoint wealth counsel | 380 | $753.1K | 0.47% | −537−58.6% | Reduced |
| Capstone Wealth Management, LLC | 379 | $751.2K | 0.35% | +379 | New |
| First Washington CORP | 376 | $745.2K | 0.18% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 374 | $741.5K | 0.06% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 370 | $733.4K | 0.18% | −218−37.1% | Reduced |
| Axxcess Wealth Management, LLC | 370 | $733.4K | 0.01% | −218−37.1% | Reduced |
| Aspiriant, LLC | 369 | $731.3K | 0.02% | +369 | New |
| Sound Income Strategies, LLC | 367 | $727.4K | 0.03% | +227+162.1% | Added |
| Sagespring Wealth Partners, LLC | 367 | $726.8K | 0.01% | +10+2.8% | Added |
| Profund Advisors LLC | 364 | $721.4K | 0.02% | +10+2.8% | Added |
| Armstrong Advisory Group, Inc | 364 | $721.4K | 0.04% | +11+3.1% | Added |
| RSM US Wealth Management LLC | 363 | $718.4K | 0.01% | −67−15.6% | Reduced |
| Cinctive Capital Management LP | 361 | $715.5K | 0.03% | +361 | New |
| Stonebridge Financial Group, LLC | 358 | $709.6K | 0.47% | −25−6.5% | Reduced |
| Employees Retirement System of Texas | 357 | $708.0K | 0.01% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 355 | $703.6K | 0.05% | −22−5.8% | Reduced |
| Ausdal Financial Partners, Inc. | 354 | $702.0K | 0.03% | −132−27.2% | Reduced |
| Kovack Advisors, Inc. | 353 | $701.3K | 0.03% | +62+21.3% | Added |
| Advisor OS, LLC | 353 | $700.0K | 0.05% | −74−17.3% | Reduced |
| Dynasty Wealth Management, LLC | 353 | $699.1K | 0.01% | −52−12.8% | Reduced |
| Armis Advisers, LLC | 389 | $697.5K | 0.06% | −9−2.3% | Reduced |
| Catalyst Financial Partners LLC | 347 | $687.7K | 0.07% | −10−2.8% | Reduced |
| Quadcap Wealth Management, LLC | 345 | $683.8K | 0.07% | +4+1.2% | Added |
| Resurgent Financial Advisors LLC | 343 | $679.8K | 0.19% | +64+22.9% | Added |
| Interchange Capital Partners, LLC | 342 | $677.9K | 0.13% | +342 | New |
| Ketron Financial | 337 | $666.9K | 0.21% | +1+0.3% | Added |
| Cigna Investments Inc | 335 | $664.0K | 0.09% | +3+0.9% | Added |
| Modern Wealth Management, LLC | 334 | $662.4K | 0.01% | −14−4.0% | Reduced |
| Investment Research Partners LLC | 334 | $662.0K | 0.22% | +59+21.5% | Added |
| Kesler, Norman & Wride, LLC | 329 | $652.9K | 0.10% | +329 | New |
| Sagewood Asset Management LP | 326 | $646.1K | 0.15% | +118+56.7% | Added |
| Affinity Investment Advisors, LLC | 323 | $640.2K | 0.32% | −24−6.9% | Reduced |
| American Trust | 322 | $638.2K | 0.05% | −25−7.2% | Reduced |
| WD Rutherford LLC | 322 | $638.2K | 0.23% | +5+1.6% | Added |
| Avail Investment Partners, LLC | 322 | $638.2K | 0.49% | +72+28.8% | Added |
| Capital Advisors Inc | 321 | $636.2K | 0.01% | +6+1.9% | Added |
| Flatrock Wealth Partners LLC | 320 | $634.4K | 0.25% | +2+0.6% | Added |
| Abacus Wealth Partners, LLC | 317 | $628.3K | 0.07% | −96−23.2% | Reduced |
| AdvisorNet Financial, Inc | 317 | $628.3K | 0.03% | +1+0.3% | Added |
| Vanguard National Trust Co | 315 | $624.3K | 0.03% | 00.0% | Unchanged |
| 9823 Capital, L.P. | 314 | $622.3K | 0.42% | +314 | New |
| Alliance Wealth Advisors, LLC | 312 | $618.4K | 0.12% | −331−51.5% | Reduced |
| Fisher Asset Management, LLC | 311 | $617.0K | 0.00% | +2+0.6% | Added |
| Stock Yards Bank & Trust Co | 310 | $614.4K | 0.02% | −8−2.5% | Reduced |
| Miracle Mile Advisors, LLC | 309 | $612.1K | 0.01% | +13+4.4% | Added |
| Qtron Investments LLC | 308 | $610.4K | 0.08% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 308 | $610.4K | 0.28% | +50+19.4% | Added |
| Everhart Financial Group, Inc. | 307 | $608.7K | 0.04% | +15+5.1% | Added |
| Group One Trading, L.P. | 307 | $608.5K | 0.02% | +260+553.2% | Added |
| Walker Asset Management, LLC | 306 | $605.7K | 0.31% | −104−25.4% | Reduced |
| Simplicity Wealth,LLC | 303 | $600.6K | 0.02% | +117+62.9% | Added |
| Bridgefront Capital, LLC | 303 | $600.5K | 0.16% | −435−58.9% | Reduced |
| Ameritas Investment Partners, Inc. | 303 | $600.5K | 0.02% | −12−3.8% | Reduced |
| Symmetry Partners, LLC | 302 | $598.5K | 0.03% | +26+9.4% | Added |
| Blue Chip Partners, Inc. | 302 | $597.9K | 0.04% | +1+0.3% | Added |
| Family Wealth Partners, LLC | 301 | $596.6K | 0.18% | −33−9.9% | Reduced |
| Wellington Shields Capital Management, LLC | 300 | $594.6K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 300 | $594.6K | 0.27% | 00.0% | Unchanged |
| Corient IA LLC | 300 | $594.6K | 0.55% | 00.0% | Unchanged |
| Avestar Capital, LLC | 299 | $593.0K | 0.04% | −47−13.6% | Reduced |
| Keebeck Wealth Management, LLC | 298 | $590.6K | 0.06% | −243−44.9% | Reduced |
| Family Management Corp | 298 | $590.6K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 350 | $589.7K | 0.06% | −14−3.8% | Reduced |
| Great Lakes Advisors, LLC | 297 | $588.6K | 0.00% | −15−4.8% | Reduced |
| Mach-1 Financial Group, Inc. | 296 | $586.7K | 0.23% | −194−39.6% | Reduced |
| Alyeska Investment Group, L.P. | 293 | $580.7K | 0.00% | −11,526−97.5% | Reduced |