Comfort Systems USA Inc
FIX- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0001035983
In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 2 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $64.7B in total; superinvestors Coatue Management and Markel Group hold it.
Holders of 5% or more of FIX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Comfort Systems USA Inc, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.30%2.92M shares | −2.50 ppfrom 10.80% | Apr 24, 20253 filings | Jan 21, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.49%2.63M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.37%1.89M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
25 Schedule 13D and 13G filings on Comfort Systems USA Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 6, 202611:06 AM ET | FMR LLCand 1 other | 13G/A | 4.10%1.45M shares | −1.30 ppfrom 5.40%Below 5% | Mar 31, 2026 | SEC |
| Apr 29, 20265:46 PM ET | Vanguard Capital Management LLC | 13G | 7.49%2.63M shares | New | Mar 31, 2026 | SEC |
| Apr 29, 202612:25 PM ET | Vanguard Portfolio Management LLC | 13G | 5.37%1.89M shares | New | Mar 31, 2026 | SEC |
| Mar 26, 20265:39 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −12.21 ppfrom 12.21%Below 5% | Mar 13, 2026 | SEC |
| Feb 13, 20265:32 PM ET | Capital World Investors | 13G/A | 4.70%1.64M shares | −0.40 ppfrom 5.10%Below 5% | Dec 31, 2025 | SEC |
| Jan 30, 20261:30 PM ET | Vanguard Group Inc | 13G/A | 12.21%4.31M shares | – | Dec 31, 2025 | SEC |
| Jan 21, 202612:30 PM ET | BlackRock, Inc. | 13G/A | 8.30%2.92M shares | −2.50 ppfrom 10.80% | Dec 31, 2025 | SEC |
| Dec 4, 20252:24 PM ET | BlackRock, Inc. | 13G/A | 10.80%3.80M shares | +1.40 ppfrom 9.40% | Nov 30, 2025 | SEC |
| Nov 13, 20257:06 PM ET | Capital World Investors | 13G/A | 5.10%1.80M shares | – | Sep 30, 2025 | SEC |
| Nov 5, 202511:30 AM ET | FMR LLCand 1 other | 13G | 5.40%1.89M shares | New | Sep 30, 2025 | SEC |
| Apr 24, 20259:20 AM ET | BlackRock, Inc. | 13G/A | 9.40%3.35M shares | – | Mar 31, 2025 | SEC |
| Nov 13, 2024 | Capital World Investors | 13GOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2024 | Capital World Investors | 13G/AOld format | – | – | – | SEC |
| Jan 23, 202411:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Capital World Investors | 13GOld format | – | New | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20238:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 20, 20239:43 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 9, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 20221:59 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20226:45 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Apr 12, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20212:22 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
83 notices from officers, directors and other affiliates planning to sell Comfort Systems USA Inc shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Aug 26, 20264:12 PM ET | Brian E LaneOfficer · Director | 16.0K | $25.8M | Aug 26, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 17, 20268:16 PM ET | George William IIIOfficer | 2.55K | $4.75M | Aug 17, 2026 | Raymond James & Associates, Inc. | SEC |
| Aug 11, 202611:02 AM ET | Franklin MyersDirector | 4.00K | $6.70M | Aug 11, 2026 | BNY Pershing | SEC |
| Aug 10, 20263:56 PM ET | Myers FranklinDirector | 3.50K | $5.94M | Aug 10, 2026 | FIDELITY BROKERAGE SERVICES LLC | SEC |
| May 22, 20262:21 PM ET | Hardy Rhoman JDirector | 342 | $628.1K | May 22, 2026 | Fidelity Brokerage Services LLC | SEC |
| May 11, 20262:28 PM ET | George William IIIOfficer | 1.00K | $2.02M | May 11, 2026 | Raymond James & Associates | SEC |
| May 11, 202612:40 PM ET | Shaeff JulieOfficer | 1.12K | $2.25M | May 11, 2026 | Raymond James & Associates | SEC |
| May 8, 20263:16 PM ET | George William IIIOfficer | 4.00K | $7.79M | May 8, 2026 | Raymond James & Associates | SEC |
| May 7, 20262:41 PM ET | Myers FranklinDirector | 4.50K | $8.73M | May 7, 2026 | Fidelity Brokerage Services LLC | SEC |
| May 5, 20264:06 PM ET | Brian E LaneOfficer · Director | 11.1K | $21.9M | May 5, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 30, 202610:14 AM ET | Mercado, Pablo G.Director | 500 | $863.1K | Apr 28, 2026 | Fidelity Brokerage Services LLC | SEC |
| Apr 29, 20262:54 PM ET | Sandbrook William JDirector | 1.50K | $2.60M | Apr 29, 2026 | RBC CAPITAL MARKETS LLC | SEC |
| Mar 10, 20263:54 PM ET | Howell Laura FinleyOfficer | 723 | $999.5K | Mar 10, 2026 | Rockefeller Capital Management | SEC |
| Mar 3, 20263:10 PM ET | Anderson DarcyDirector | 4.50K | $6.16M | Mar 3, 2026 | BofA Securities, Inc. | SEC |
| Mar 3, 202612:51 PM ET | Shaeff JulieOfficer | 2.29K | $3.16M | Mar 3, 2026 | Raymond James & Associates | SEC |
| Mar 3, 202611:06 AM ET | Reed TerrenceOfficer | 1.12K | $1.61M | Mar 3, 2026 | Fidelity Brokerage Services LLC | SEC |
| Feb 25, 20264:30 PM ET | Brian E LaneOfficer · Director | 9.37K | $13.6M | Feb 25, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Feb 25, 20264:15 PM ET | Howell Laura FinleyOfficer | 690 | $1.01M | Feb 25, 2026 | Rockefeller Capital Management | SEC |
| Feb 24, 20262:03 PM ET | Reed TerrenceOfficer | 671 | $948.8K | Feb 27, 2026 | Raymond James & Associates | SEC |
| Feb 24, 20261:24 PM ET | Sandbrook William JDirector | 2.50K | $3.61M | Feb 24, 2026 | RBC CAPITAL MARKETS LLC | SEC |
| Feb 24, 202611:52 AM ET | Myers FranklinDirector | 8.64K | $12.2M | Feb 24, 2026 | Fidelity Brokerage Services LLC | SEC |
| Feb 23, 20269:51 PM ET | Constance E. SkidmoreDirector | 1.00K | $1.43M | Feb 24, 2026 | Merrill Lynch Wealth Management | SEC |
| Feb 23, 20263:13 PM ET | George William IIIOfficer | 9.00K | $12.9M | Feb 23, 2026 | Raymond James & Associates | SEC |
| Feb 23, 20262:57 PM ET | Mercado, Pablo G.Director | 500 | $709.4K | Feb 23, 2026 | Fidelity Brokerage Services LLC | SEC |
| Dec 4, 20254:13 PM ET | Howell Laura FinleyOfficer | 1.00K | $996.0K | Dec 4, 2025 | Stifel Nicolaus & Company Inc | SEC |
Showing the latest 25. See the FIX notices from the last 12 months