# COMFORT SYS USA INC (FIX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FIX/

- Reporting holders: 49
- Reported value: $222.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $107.4M | 64,919 | 0.9% | 14 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $50.5M | 30,515 | 1.2% | 2 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $15.5M | 9,376 | 0.1% | 19 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $9.5M | 5,723 | 2.0% | 6 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $6.7M | 4,074 | 0.7% | 7 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $5.3M | 3,205 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.8M | 2,897 | 0.0% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $3.5M | 2,101 | 0.1% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.4M | 1,439 | 0.1% | 12 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $2.0M | 1,204 | 0.1% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 895 | 0.0% | 6 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.4M | 834 | 0.3% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.2M | 714 | 0.1% | 4 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.0M | 612 | 0.1% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $928.1K | 533 | 0.0% | 2 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $794.0K | 480 | 0.4% | 3 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $790.4K | 477 | 0.1% | 5 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $784.0K | 474 | 0.1% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $766.2K | 449 | 0.0% | 11 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $594.6K | 359 | 0.2% | 10 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $539.6K | 326 | 0.0% | 3 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $519.4K | 314 | 0.2% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $492.9K | 298 | 0.0% | 3 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $476.6K | 288 | 0.3% | 2 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $397.0K | 240 | 0.2% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 49 | $222.1M |
| Q2 2026 | 1,353 | $71.8B |
| Q1 2026 | 1,201 | $46.6B |
| Q4 2025 | 1,046 | $32.1B |
| Q3 2025 | 889 | $28.6B |
| Q2 2025 | 757 | $18.3B |
| Q1 2025 | 635 | $11.1B |
| Q4 2024 | 668 | $14.5B |
| Q3 2024 | 594 | $13.2B |
| Q2 2024 | 555 | $10.7B |
| Q1 2024 | 506 | $11.6B |
| Q4 2023 | 447 | $7.5B |