Comfort Systems USA Ownership | Who Owns Comfort Systems USA?
Comfort Systems USA Ownership Summary
Comfort Systems USA is owned by 90.26% institutional investors, 1.18% insiders, and 8.57% retail investors. Blackrock is the largest institutional shareholder, holding 12.93% of FIX shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.25% of its assets in Comfort Systems USA shares.
FIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Comfort Systems USA | 90.26% | 1.18% | 8.57% |
| Sector | Industrials Stocks | 49.20% | 16.03% | 34.77% |
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 | 3.40M | 9.65% | $6.73B |
| Vanguard capital management | 2.30M | 6.53% | $4.55B |
| Fmr | 1.66M | 4.71% | $3.29B |
| State street | 1.54M | 4.37% | $3.05B |
| Geode capital management | 1.15M | 3.27% | $2.29B |
| Aqr capital management | 1.12M | 3.17% | $1.49B |
| Jpmorgan chase | 838.42K | 2.38% | $1.63B |
| Capital world investors | 720.24K | 2.05% | $1.43B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crown advisors management | 10.00K | 10.88% | $19.82M |
| Gallo partners, lp | 1.95K | 8.57% | $3.86M |
| Scalar gauge management | 6.10K | 8.11% | $8.41M |
| Soros capital management | 11.82K | 7.09% | $16.30M |
| Peterson wealth services | 16.09K | 6.95% | $31.90M |
| Cowa | 12.44K | 6.18% | $24.65M |
| Bain capital public equity management ii | 121.58K | 4.69% | $100.33M |
| Bwcp, lp | 22.02K | 4.63% | $30.37M |
| Smith group asset management | 51.77K | 4.18% | $102.61M |
| Wealth high governance capital ltda | 6.90K | 4.09% | $13.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 4.31M | 0.06% | 625.57K |
| Norges bank | 471.56K | 0.09% | 471.56K |
| Massachusetts financial services co /ma/ | 220.78K | 0.14% | 220.55K |
| Fmr | 1.66M | 0.14% | 210.28K |
| Curated wealth partners | 194.76K | 0.07% | 194.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vaughan nelson investment management | - | - | -363.95K |
| Westfield capital management co lp | 355.43K | 2.30% | -265.48K |
| Gfi investment counsel | - | - | -254.75K |
| Capital investors | 141.39K | 0.06% | -250.44K |
| Hennessy advisors | - | - | -192.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 471.56K | 0.09% | 471.56K | $934.62M |
| 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 |
| River & mercantile asset management llp | 49.37K | 4.07% | 49.37K | $20.95M |
| Value aligned research advisors | 37.02K | 0.45% | 37.02K | $30.54M |
Sold Out
| Holder | Change |
|---|---|
| Raleigh capital management | -1.00 |
| Trifecta capital advisors | -1.00 |
| Tfc financial management | -1.00 |
| Wr wealth planners | -1.00 |
| Atlas capital advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 1,196 | 12.30% | 31,824,254 | -4.31% | 90 | 1.02% | 670 | 9.48% | 389 | 15.09% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.15M | 3.25% | - |
| Vanguard US Total Market Shares ETF | 1.13M | 3.20% | 870.00 |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.12M | 3.18% | -2.00K |
| Vanguard Total Stock Mkt Idx Inv | 1.12M | 3.17% | -2.00K |
| Vanguard 500 Index Investor | 914.45K | 2.60% | -7.11K |
| Vanguard Morn Mid Cap Index Instl | 762.79K | 2.17% | 381.19K |
| Vanguard Mid Cap Index Institutional | 762.79K | 2.17% | 381.19K |
| iShares Core S&P 500 ETF | 473.81K | 1.35% | 740.00 |
| Fidelity 500 Index | 450.84K | 1.28% | 472.00 |
| American Funds SMALLCAP World A | 435.03K | 1.24% | -426.65K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 10, 2026 | MYERS FRANKLIN | - | Sell | $5.92M |
| Aug 11, 2026 | MYERS FRANKLIN | - | Sell | $6.78M |
| Jun 24, 2026 | MYERS FRANKLIN | - | Sell | $13.09M |
| May 27, 2026 | Hardy Rhoman J | - | Sell | $649.83K |
| May 08, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $7.79M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 2 |
| 2026 Q2 | - | 9 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 11 |
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