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 | 49.61% | 15.69% | 34.70% |
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 | 3.51M | 9.96% | $4.84B |
| State street | 1.47M | 4.17% | $2.03B |
| Fmr | 1.45M | 4.11% | $2.00B |
| Geode capital management | 1.24M | 3.51% | $1.71B |
| Aqr capital management | 1.12M | 3.17% | $1.49B |
| Jpmorgan chase | 889.89K | 2.52% | $1.13B |
| Capital world investors | 865.78K | 2.46% | $1.19B |
| Westfield capital management co lp | 620.91K | 1.76% | $856.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Crown advisors management | 13.00K | 11.90% | $17.93M |
| Scalar gauge management | 6.10K | 8.11% | $8.41M |
| Soros capital management | 11.82K | 7.09% | $16.30M |
| Blue grotto capital | 35.47K | 5.64% | $48.91M |
| Peterson wealth services | 16.37K | 5.58% | $22.57M |
| Bain capital public equity management ii | 121.58K | 4.69% | $100.33M |
| Bwcp, lp | 22.02K | 4.63% | $30.37M |
| Cowa | 12.01K | 4.47% | $16.57M |
| Gallo partners, lp | 1.61K | 4.25% | $2.22M |
| River & mercantile asset management llp | 49.37K | 4.07% | $20.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 4.31M | 0.06% | 625.57K |
| Norges bank | 503.17K | 0.05% | 503.17K |
| Capital investors | 391.83K | 0.13% | 278.20K |
| Vanguard fiduciary trust | 202.95K | 0.07% | 202.95K |
| Jpmorgan chase | 889.89K | 0.07% | 182.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 865.78K | 0.16% | -774.75K |
| Vaughan nelson investment management | - | - | -363.95K |
| Gfi investment counsel | - | - | -254.75K |
| Fmr | 1.45M | 0.11% | -221.19K |
| Hennessy advisors | - | - | -192.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 503.17K | 0.05% | 503.17K | $469.61M |
| Vanguard fiduciary trust | 202.95K | 0.07% | 202.95K | $279.87M |
| Bain capital public equity management ii | 121.58K | 4.69% | 121.58K | $100.33M |
| Vanguard global advisers | 77.87K | 0.06% | 77.87K | $107.38M |
| Vanguard asset management | 60.21K | 0.07% | 60.21K | $83.02M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Trifecta capital advisors | -1.00 |
| Wr wealth planners | -1.00 |
| Swan capital | -1.00 |
| Raleigh capital management | -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 Total Stock Mkt Idx Inv | 1.12M | 3.18% | 3.37K |
| Vanguard 500 Index Investor | 913.12K | 2.59% | 15.80K |
| American Funds SMALLCAP World A | 861.67K | 2.45% | -297.53K |
| iShares Core S&P 500 ETF | 455.37K | 1.29% | 1.36K |
| Fidelity 500 Index | 449.44K | 1.28% | 1.57K |
| State Street® SPDR® S&P 500® ETF | 419.36K | 1.19% | -440.00 |
| Vanguard Small Cap Index | 405.20K | 1.15% | -766.00 |
| Vanguard Mid Cap Index Institutional | 380.72K | 1.08% | 779.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 27, 2026 | Hardy Rhoman J | - | Sell | $649.83K |
| May 08, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $7.79M |
| May 11, 2026 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $2.02M |
| May 11, 2026 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Sell | $2.25M |
| May 07, 2026 | MYERS FRANKLIN | - | Sell | $8.56M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 8 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | - | 11 |
| 2025 Q2 | - | 8 |
FIX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools