Comfort Systems USA Ownership | Who Owns Comfort Systems USA?
Comfort Systems USA Ownership Summary
Comfort Systems USA is owned by 95.83% institutional investors, 1.42% insiders, and 2.75% 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 | 95.83% | 1.42% | 2.75% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.62M | 12.93% | $1.40B |
| Blackrock funding, inc. /de | 3.88M | 10.99% | $2.08B |
| Vanguard group | 3.78M | 10.60% | $1.60B |
| Capital world investors | 2.23M | 6.31% | $1.19B |
| Fmr | 1.70M | 4.76% | $719.64M |
| Invesco | 1.40M | 3.93% | $594.98M |
| State street | 1.10M | 3.10% | $468.24M |
| Westfield capital management co lp | 936.41K | 2.65% | $502.11M |
| Geode capital management | 769.53K | 2.16% | $326.41M |
| Goldman sachs group | 635.01K | 1.78% | $269.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue grotto capital | 133.82K | 8.66% | $71.75M |
| Crown advisors management | 18.00K | 7.70% | $9.65M |
| Hiddenite capital partners lp | 30.00K | 4.21% | $16.09M |
| River & mercantile asset management llp | 49.37K | 4.07% | $20.95M |
| Rk capital management | 46.08K | 3.75% | $14.01M |
| Bwcp, lp | 38.80K | 3.40% | $20.80M |
| Mountain pacific investment advisers inc/id | 76.96K | 2.99% | $41.27M |
| Neumeier poma investment counsel | 59.07K | 2.95% | $31.67M |
| Strategic planning group | 28.71K | 2.50% | $15.40M |
| Peterson wealth services | 19.06K | 2.43% | $8.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 462.56K | 0.03% | 462.56K |
| Jpmorgan chase | 380.90K | 0.01% | 250.09K |
| Artisan partners limited partnership | 213.63K | 0.17% | 213.63K |
| Voya investment management | 233.55K | 0.10% | 208.28K |
| Third point | 185.00K | 1.30% | 185.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | 605.36K | 0.20% | -401.77K |
| Vaughan nelson investment management | - | - | -363.95K |
| Gfi investment counsel | - | - | -254.75K |
| Alliancebernstein | 305.74K | 0.04% | -239.04K |
| Bain capital public equity management ii | - | - | -205.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 462.56K | 0.03% | 462.56K | $196.15M |
| Artisan partners limited partnership | 213.63K | 0.17% | 213.63K | $114.55M |
| Third point | 185.00K | 1.30% | 185.00K | $99.20M |
| Symphony financial | 163.59K | 1.85% | 163.59K | $87.72M |
| Merewether investment management, lp | 69.39K | 1.07% | 69.39K | $37.21M |
Sold Out
| Holder | Change |
|---|---|
| Wr wealth planners | -1.00 |
| Tfc financial management | -1.00 |
| Hexagon capital partners | -2.00 |
| Peak6 investments | -2.00 |
| Tfo-tdc | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 559 | 9.18% | 34,214,637 | 0.21% | 95 | 1.05% | 274 | 16.10% | 209 | -5.43% |
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% | -2.04K |
| 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 | 608.62K | 1.72% | -4.80K |
| FullerThaler Behavioral Small-Cap Equity | 608.62K | 1.72% | -4.80K |
| 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 |
|---|---|---|---|---|
| Aug 12, 2025 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Sell | $964.46K |
| Aug 08, 2025 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $5.84M |
| Aug 07, 2025 | Lane Brian E. | PRESIDENT/CHIEF EXECUTIVE OFF. | Sell | $6.92M |
| Aug 06, 2025 | MYERS FRANKLIN | CHAIRMAN OF THE BOARD | Sell | $3.08M |
| Jul 31, 2025 | Trent T McKenna | EVP & CHIEF OPERATING OFFICER | Sell | $3.15M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 4 |
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