Comfort Systems USA Ownership | Who Owns Comfort Systems USA?
Comfort Systems USA Ownership Summary
Comfort Systems USA is owned by 46.57% institutional investors, 1.38% insiders, and 52.06% retail investors. Blackrock is the largest institutional shareholder, holding 12.93% of FIX shares. American Funds SMALLCAP World A is the top mutual fund, with 4.18% of its assets in Comfort Systems USA shares.
FIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Comfort Systems USA | 46.57% | 1.38% | 52.06% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.62M | 12.93% | $1.40B |
| Blackrock funding, inc. /de | 3.98M | 11.27% | $3.28B |
| Vanguard group | 3.68M | 10.44% | $3.04B |
| Fmr | 1.89M | 5.36% | $1.56B |
| Capital world investors | 1.80M | 5.10% | $1.48B |
| Invesco | 1.06M | 3.02% | $878.45M |
| State street | 1.05M | 2.98% | $869.37M |
| Geode capital management | 853.47K | 2.42% | $704.36M |
| Westfield capital management co lp | 833.20K | 2.36% | $687.54M |
| Jpmorgan chase | 734.52K | 2.08% | $606.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue grotto capital | 95.61K | 9.15% | $78.89M |
| Crown advisors management | 18.00K | 7.70% | $9.65M |
| Scalar gauge management | 16.00K | 6.72% | $13.20M |
| Bwcp, lp | 39.77K | 5.69% | $32.82M |
| Bain capital public equity management ii | 121.58K | 4.69% | $100.33M |
| River & mercantile asset management llp | 49.37K | 4.07% | $20.95M |
| Cowa | 13.95K | 3.82% | $11.51M |
| Peterson wealth services | 60.33K | 3.82% | $15.44M |
| Rk capital management | 46.08K | 3.75% | $14.01M |
| Bain capital public equity, lp | 6.54K | 3.42% | $5.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 462.56K | 0.03% | 462.56K |
| Fmr | 1.89M | 0.08% | 321.53K |
| Castle hook partners lp | 278.93K | 1.17% | 278.93K |
| Jpmorgan chase | 734.52K | 0.04% | 197.61K |
| Amf tjanstepension ab | 189.27K | 1.69% | 189.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 1.80M | 0.20% | -427.84K |
| Vaughan nelson investment management | - | - | -363.95K |
| Gfi investment counsel | - | - | -254.75K |
| Hennessy advisors | - | - | -192.60K |
| Symphony financial | 357.00 | 0.04% | -163.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 462.56K | 0.03% | 462.56K | $196.15M |
| Castle hook partners lp | 278.93K | 1.17% | 278.93K | $230.17M |
| Amf tjanstepension ab | 189.27K | 1.69% | 189.27K | $156.18M |
| Bain capital public equity management ii | 121.58K | 4.69% | 121.58K | $100.33M |
| Axa investment managers | 52.72K | 0.12% | 52.72K | $43.50M |
Sold Out
| Holder | Change |
|---|---|
| Swan capital | -1.00 |
| Tfc financial management | -1.00 |
| Trifecta capital advisors | -1.00 |
| Wr wealth planners | -1.00 |
| Raleigh capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 556 | -26.36% | 16,441,216 | -48.58% | 46 | 0.57% | 295 | -32.80% | 200 | -11.50% |
| Jun 30, 2025 | 759 | 17.49% | 33,834,859 | 2.18% | 95 | 1.10% | 439 | 17.07% | 227 | 15.23% |
| Mar 31, 2025 | 19 | -97.20% | 845,687 | -97.49% | 2 | 0.03% | 12 | -96.64% | 1 | -99.57% |
| Dec 31, 2024 | 411 | -31.73% | 18,392,914 | -43.77% | 51 | 0.61% | 202 | -34.42% | 156 | -27.44% |
| Sep 30, 2024 | 596 | 5.67% | 32,646,119 | -4.63% | 91 | 1.00% | 305 | 9.71% | 212 | 0.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.48M | 4.18% | -133.28K |
| iShares Core S&P Mid-Cap ETF | 1.15M | 3.25% | - |
| Vanguard US Total Market Shares ETF | 1.13M | 3.20% | 870.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.11M | 3.14% | -26.29K |
| Vanguard Small Cap Index | 856.43K | 2.43% | -5.49K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 492.14K | 1.39% | -116.48K |
| FullerThaler Behavioral Small-Cap Equity | 492.14K | 1.39% | -116.48K |
| Vanguard Small Cap Growth Index Inv | 482.26K | 1.37% | -982.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 378.02K | 1.07% | -164.55K |
| Capital Group Fundamental Invtrs Comp | 368.36K | 1.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 04, 2025 | Howell Laura Finley | SVP & GENERAL COUNSEL | Sell | $996.16K |
| Dec 01, 2025 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $4.19M |
| Nov 24, 2025 | Lane Brian E. | PRESIDENT/CHIEF EXECUTIVE OFF. | Sell | $6.79M |
| Oct 31, 2025 | ANDERSON DARCY | - | Sell | $3.83M |
| Oct 29, 2025 | BULLS HERMAN E | - | Sell | $2.03M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
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