Comfort Systems USA Ownership | Who Owns Comfort Systems USA?
Comfort Systems USA Ownership Summary
Comfort Systems USA is owned by 54.81% institutional investors, 1.34% insiders, and 43.85% 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 3.30% of its assets in Comfort Systems USA shares.
FIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Comfort Systems USA | 54.81% | 1.34% | 43.85% |
| Sector | Industrials Stocks | 47.69% | 12.55% | 39.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.62M | 12.93% | $1.40B |
| Vanguard group | 4.31M | 12.21% | $4.02B |
| Blackrock funding, inc. /de | 3.45M | 9.77% | $3.22B |
| Fmr | 1.89M | 5.36% | $1.56B |
| Capital world investors | 1.64M | 4.65% | $1.53B |
| Geode capital management | 1.19M | 3.36% | $1.10B |
| Invesco | 1.06M | 3.02% | $878.45M |
| State street | 1.05M | 2.98% | $869.37M |
| Jpmorgan chase | 706.99K | 2.00% | $659.83M |
| Westfield capital management co lp | 668.84K | 1.89% | $624.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crown advisors management | 16.00K | 9.82% | $14.93M |
| Blue grotto capital | 95.61K | 9.15% | $78.89M |
| 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 |
| Peterson wealth services | 16.45K | 3.92% | $15.35M |
| Cowa | 13.71K | 3.89% | $12.79M |
| 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 |
|---|---|---|---|
| Vanguard group | 4.31M | 0.06% | 625.57K |
| Norges bank | 503.17K | 0.05% | 503.17K |
| Geode capital management | 1.19M | 0.07% | 332.44K |
| Fmr | 1.89M | 0.08% | 321.53K |
| Northwestern mutual wealth management | 310.03K | 0.02% | 309.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.45M | 0.05% | -528.95K |
| Vaughan nelson investment management | - | - | -363.95K |
| Gfi investment counsel | - | - | -254.75K |
| Hennessy advisors | - | - | -192.60K |
| Westfield capital management co lp | 668.84K | 2.60% | -164.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 503.17K | 0.05% | 503.17K | $469.61M |
| Castle hook partners lp | 278.93K | 1.17% | 278.93K | $230.17M |
| Bain capital public equity management ii | 121.58K | 4.69% | 121.58K | $100.33M |
| Allspring global investments | 65.37K | 0.11% | 65.37K | $65.60M |
| Axa investment managers | 52.72K | 0.12% | 52.72K | $43.50M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Trifecta capital advisors | -1.00 |
| Swan capital | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 660 | -27.07% | 19,351,266 | -41.93% | 54 | 0.62% | 358 | -27.24% | 225 | -26.71% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.16M | 3.30% | -147.73K |
| 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 | 3.15% | 2.49K |
| Vanguard 500 Index Investor | 895.54K | 2.55% | 5.33K |
| Vanguard Small Cap Index | 799.00K | 2.27% | -129.00 |
| iShares Core S&P 500 ETF | 448.18K | 1.27% | 448.18K |
| Fidelity 500 Index | 445.06K | 1.27% | 445.06K |
| Vanguard Small Cap Growth Index Inv | 443.93K | 1.26% | -7.31K |
| State Street® SPDR® S&P 500® ETF | 415.89K | 1.18% | -756.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2026 | Reed Terrence | SVP & CHRO | Sell | $1.56M |
| Feb 24, 2026 | Reed Terrence | SVP & CHRO | Sell | $977.76K |
| Mar 03, 2026 | ANDERSON DARCY | - | Sell | $6.16M |
| Mar 03, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Sell | $3.16M |
| Feb 25, 2026 | MYERS FRANKLIN | - | Sell | $12.72M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
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