COMFORT SYSTEMS USA INC (FIX) — Institutional Holders, Q2 2026 (page 13)
1,360 institutional investment managers reported a FIX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $64.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FIX 13F holders ranked 1,201–1,300 of 1,360
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | CVA Family Office#1201 · 55 sh | 55 | $109.0K | <0.01% | +19.6% |
| 1202 | CX Institutional#1202 · 53 sh | 53 | $105.0K | — | +65.6% |
| 1203 | EASTERN BANK#1203 · 50 sh | 50 | $99.1K | — | New |
| 1204 | Caldwell#1204 · 50 sh | 50 | $99.1K | <0.01% | +400.0% |
| 1205 | TOEWS#1205 · 50 sh | 50 | $99.1K | 0.01% | New |
| 1206 | Harel Insurance Investments & Financial Services Ltd.#1206 · 48 sh | 48 | $95.0K | <0.01% | +11.6% |
| 1207 | JFS WEALTH ADVISORS#1207 · 46 sh | 46 | $91.2K | <0.01% | +2.2% |
| 1208 | HM PAYSON#1208 · 45 sh | 45 | $89.2K | <0.01% | -30.8% |
| 1209 | Crews Bank#1209 · 43 sh | 43 | $85.2K | 0.01% | -10.4% |
| 1210 | STEPHENSON NATIONAL BANK#1210 · 43 sh | 43 | $85.2K | — | New |
| 1211 | Financial Life Planners#1211 · 42 sh | 42 | $84.0K | 0.05% | 0.0% |
| 1212 | Bell Investment Advisors#1212 · 42 sh | 42 | $83.2K | 0.01% | 0.0% |
| 1213 | MidFirst Bank#1213 · 41 sh | 41 | $81.3K | <0.01% | +86.4% |
| 1214 | WELLINGTON-ALTUS USA#1214 · 56 sh | 56 | $77.2K | 0.06% | 0.0% |
| 1215 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1215 · 38 sh | 38 | $75.3K | <0.01% | -5.0% |
| 1216 | TOTH FINANCIAL ADVISORY#1216 · 37 sh | 37 | $73.3K | — | +5.7% |
| 1217 | Morse Asset Management#1217 · 36 sh | 36 | $71.3K | 0.01% | +500.0% |
| 1218 | Verdence Capital Advisors#1218 · 35 sh | 35 | $69.5K | — | -72.0% |
| 1219 | MCF Advisors#1219 · 35 sh | 35 | $69.4K | <0.01% | 0.0% |
| 1220 | Bayforest Capital Ltd#1220 · 35 sh | 35 | $69.4K | 0.06% | New |
| 1221 | SBI Okasan Asset Management Ltd.#1221 · 35 sh | 35 | $68.2K | <0.01% | -14.6% |
| 1222 | ACTION POINT FINANCIAL PLANNING#1222 · 35 sh | 35 | $67.4K | <0.01% | New |
| 1223 | Tradewinds Capital Management#1223 · 34 sh | 34 | $67.4K | — | 0.0% |
| 1224 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#1224 · 33 sh | 33 | $65.4K | 0.20% | -76.1% |
| 1225 | ST GERMAIN D J#1225 · 33 sh | 33 | $65.4K | <0.01% | 0.0% |
| 1226 | SIMS INVESTMENT MANAGEMENT#1226 · 29 sh | 29 | $57.5K | — | New |
| 1227 | Wealth Enhancement Services#1227 · 29 sh | 29 | $57.5K | — | New |
| 1228 | Salomon & Ludwin#1228 · 29 sh | 29 | $54.1K | <0.01% | 0.0% |
| 1229 | JPL Wealth Management#1229 · 27 sh | 27 | $53.5K | 0.01% | 0.0% |
| 1230 | FOSTER DYKEMA CABOT & PARTNERS#1230 · 27 sh | 27 | $53.5K | <0.01% | 0.0% |
| 1231 | WEBSTER BANK, N. A.#1231 · 26 sh | 26 | $51.5K | <0.01% | +85.7% |
| 1232 | NBC SECURITIES#1232 · 26 sh | 26 | $51.5K | — | -16.1% |
| 1233 | Silver Grove Financial Group#1233 · 25 sh | 25 | $49.5K | 0.03% | New |
| 1234 | BROWN, LISLE/CUMMINGS#1234 · 24 sh | 24 | $47.6K | — | -29.4% |
| 1235 | Nemes Rush Group#1235 · 24 sh | 24 | $47.6K | <0.01% | New |
| 1236 | Kilter Group#1236 · 24 sh | 24 | $47.6K | 0.02% | +26.3% |
| 1237 | FARMERS & MERCHANTS INVESTMENTS#1237 · 23 sh | 23 | $45.6K | — | 0.0% |
| 1238 | Rossby Financial, LCC#1238 · 23 sh | 23 | $45.6K | <0.01% | -4.2% |
| 1239 | AMERICAN NATIONAL BANK#1239 · 23 sh | 23 | $45.6K | — | 0.0% |
| 1240 | Migdal Insurance & Financial Ltd.#1240 · 22 sh | 22 | $43.6K | <0.01% | +120.0% |
| 1241 | CARY STREET PARTNERS FINANCIAL#1241 · 22 sh | 22 | $43.6K | <0.01% | New |
| 1242 | GoalVest Advisory#1242 · 22 sh | 22 | $43.6K | — | 0.0% |
| 1243 | FIRST HORIZON NATIONAL#1243 · 22 sh | 22 | $43.6K | — | +450.0% |
| 1244 | Colonial Advisors#1244 · 21 sh | 21 | $41.6K | <0.01% | New |
| 1245 | JNBA Financial Advisors#1245 · 21 sh | 21 | $41.6K | <0.01% | New |
| 1246 | Signature Equity Partners#1246 · 20 sh | 20 | $39.7K | 0.02% | -42.9% |
| 1247 | Kemnay Advisory Services#1247 · 19 sh | 19 | $37.7K | <0.01% | -80.6% |
| 1248 | Carolina Wealth Advisors#1248 · 18 sh | 18 | $35.7K | — | +63.6% |
| 1249 | Avalon#1249 · 16 sh | 16 | $31.7K | <0.01% | 0.0% |
| 1250 | Sachetta#1250 · 16 sh | 16 | $31.7K | 0.02% | +23.1% |
| 1251 | CONTRAVISORY INVESTMENT MANAGEMENT#1251 · 16 sh | 16 | $31.7K | — | -11.1% |
| 1252 | Field & Main Bank#1252 · 16 sh | 16 | $31.7K | <0.01% | New |
| 1253 | James T. Borello RIA#1253 · 16 sh | 16 | $31.7K | — | +6.7% |
| 1254 | Bogart Wealth#1254 · 15 sh | 15 | $29.7K | <0.01% | -16.7% |
| 1255 | AMERIFLEX GROUP#1255 · 15 sh | 15 | $29.7K | 0.01% | 0.0% |
| 1256 | WOLFF WIESE MAGANA#1256 · 14 sh | 14 | $27.7K | — | +75.0% |
| 1257 | HARBOR CAPITAL ADVISORS#1257 · 13 sh | 13 | $26.0K | — | New |
| 1258 | Physician Wealth Advisors#1258 · 13 sh | 13 | $25.8K | — | +8.3% |
| 1259 | Dogwood Wealth Management#1259 · 13 sh | 13 | $25.8K | 0.01% | +62.5% |
| 1260 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1260 · 12 sh | 12 | $23.8K | <0.01% | 0.0% |
| 1261 | Ancora Advisors#1261 · 12 sh | 12 | $23.8K | <0.01% | 0.0% |
| 1262 | High Note Wealth#1262 · 12 sh | 12 | $23.8K | <0.01% | 0.0% |
| 1263 | BAYBAN#1263 · 12 sh | 12 | $23.8K | 0.02% | 0.0% |
| 1264 | GLYNN CAPITAL MANAGEMENT#1264 · 12 sh | 12 | $23.8K | — | New |
| 1265 | MANNING & NAPIER ADVISORS#1265 · 12 sh | 12 | $23.4K | <0.01% | New |
| 1266 | ALBION FINANCIAL GROUP#1266 · 11 sh | 11 | $21.8K | — | 0.0% |
| 1267 | Clearstead#1267 · 11 sh | 11 | $21.8K | <0.01% | 0.0% |
| 1268 | Bay Harbor Wealth Management#1268 · 11 sh | 11 | $21.8K | <0.01% | +22.2% |
| 1269 | Continuum Advisory#1269 · 11 sh | 11 | $21.8K | <0.01% | New |
| 1270 | LRI Investments#1270 · 11 sh | 11 | $21.8K | <0.01% | +37.5% |
| 1271 | Cornerstone Planning Group#1271 · 12 sh | 12 | $21.5K | — | -14.3% |
| 1272 | MILLER WEALTH ADVISORS#1272 · 10 sh | 10 | $19.8K | <0.01% | 0.0% |
| 1273 | DiNuzzo Private Wealth#1273 · 10 sh | 10 | $19.8K | — | 0.0% |
| 1274 | Private Wealth Management Group#1274 · 10 sh | 10 | $19.8K | — | -9.1% |
| 1275 | Leonteq Securities AG#1275 · 9 sh | 9 | $17.8K | <0.01% | -79.5% |
| 1276 | E Fund Management (Hong Kong) , Ltd.#1276 · 9 sh | 9 | $17.8K | <0.01% | 0.0% |
| 1277 | Creative Capital Management Investments#1277 · 9 sh | 9 | $17.8K | <0.01% | New |
| 1278 | Bare Financial Services#1278 · 9 sh | 9 | $17.8K | <0.01% | 0.0% |
| 1279 | Provenance Wealth Advisors#1279 · 9 sh | 9 | $17.8K | <0.01% | 0.0% |
| 1280 | Union Bankshares#1280 · 9 sh | 9 | $17.8K | <0.01% | +12.5% |
| 1281 | Institute for Wealth Management#1281 · 8 sh | 8 | $16.1K | <0.01% | New |
| 1282 | Hartford Financial Management#1282 · 8 sh | 8 | $15.9K | — | +33.3% |
| 1283 | Marquette Asset Management#1283 · 8 sh | 8 | $15.9K | — | 0.0% |
| 1284 | SUMMIT SECURITIES GROUP#1284 · 8 sh | 8 | $15.9K | <0.01% | +33.3% |
| 1285 | IFG Advisory#1285 · 8 sh | 8 | $15.9K | <0.01% | New |
| 1286 | Gleason Group#1286 · 8 sh | 8 | $15.9K | — | New |
| 1287 | HFM Investment Advisors#1287 · 8 sh | 8 | $15.9K | <0.01% | +166.7% |
| 1288 | Cornerstone Financial Management#1288 · 8 sh | 8 | $15.9K | 0.01% | +60.0% |
| 1289 | Dunhill Financial#1289 · 7 sh | 7 | $15.1K | <0.01% | +40.0% |
| 1290 | Avion Wealth#1290 · 8 sh | 8 | $15.0K | <0.01% | 0.0% |
| 1291 | CHILTON CAPITAL MANAGEMENT#1291 · 7 sh | 7 | $13.9K | <0.01% | 0.0% |
| 1292 | Rialto Wealth Management#1292 · 7 sh | 7 | $13.9K | <0.01% | +40.0% |
| 1293 | Westfuller Advisors#1293 · 6 sh | 6 | $12.5K | <0.01% | 0.0% |
| 1294 | Heritage Wealth Advisors#1294 · 6 sh | 6 | $11.9K | <0.01% | -57.1% |
| 1295 | RAFFA WEALTH MANAGEMENT#1295 · 6 sh | 6 | $11.9K | <0.01% | +100.0% |
| 1296 | Truvestments Capital#1296 · 6 sh | 6 | $11.9K | <0.01% | New |
| 1297 | ZRC WEALTH MANAGEMENT#1297 · 6 sh | 6 | $11.9K | — | +50.0% |
| 1298 | HIGHLINE WEALTH PARTNERS#1298 · 6 sh | 6 | $11.9K | — | 0.0% |
| 1299 | Hughes Financial Services#1299 · 6 sh | 6 | $11.9K | <0.01% | +50.0% |
| 1300 | WPG Advisers#1300 · 6 sh | 6 | $11.9K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.