Who owns Comfort Systems USA (FIX)?
180 holders named in SEC filings declare between 65.4% and 87.0% of Comfort Systems USA's shares outstanding, as of Sep 30, 2026. The largest are Vanguard (12.9%), BlackRock (9.7%) and Fidelity (FMR) (4.7%); the five largest hold 34.9% together. Another 1,170 institutions hold small positions worth 6.8%. At least 6.2% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 8.5% and sold 9.7% of the shares, a net sale of 1.2%; 219 opened a position, 480 added, 473 reduced and 76 sold out. Biggest buyers: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (+220,548 shares) and Fidelity (FMR) (+210,282 shares). Biggest sellers: Capital Group (-453,638) and WESTFIELD CAPITAL MANAGEMENT CO LP (-265,482). Directors and officers, from their latest Form 4: Brian E. Lane (0.41%). Over time, 1,335 managers declared Comfort Systems USA in their 13F for Q2 2026, against 226 for Q4 2019: together at most 92.8% of the shares outstanding, against 95.4%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 12.9% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 9.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 4.7% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 4.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 3.3% | Jun 30, 2026 | Q4 2019 or earlier |
| AQR | 13F | 3.0% | Jun 30, 2026 | Q4 2019 or earlier |
| Capital Group | 13F | 2.7% | Jun 30, 2026 | Q1 2021 |
| JPMorgan | 13F | 2.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 1.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| FIRST TRUST ADVISORS LP | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 13F | 1.0% | Jun 30, 2026 | Q4 2023 |
| FEDERATED HERMES, INC. | 13F | 0.97% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.97% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 0.92% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 0.85% | Jun 30, 2026 | Q4 2019 or earlier |
| Amundi | 13F | 0.83% | Jun 30, 2026 | Q2 2024 |
| Dimensional | 13F | 0.81% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 0.76% | Jun 30, 2026 | Q4 2019 or earlier |
| Value Aligned Research Advisors, LLC | 13F | 0.69% | Jun 30, 2026 | Q3 2025 |
| Deutsche Bank | 13F | 0.64% | Jun 30, 2026 | Q4 2019 or earlier |
| Franklin Templeton | 13F | 0.63% | Jun 30, 2026 | Q2 2023 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13F | 0.63% | Jun 30, 2026 | Q1 2024 |
Comfort Systems USA institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 226 | 95.4% | $1.7B | 54.8% |
| Q4 2020 | 238 | 94.8% | $1.8B | 57.4% |
| Q4 2021 | 279 | 95.5% | $3.4B | 59.7% |
| Q4 2022 | 328 | 95.2% | $3.9B | 56.7% |
| Q4 2023 | 434 | 97.4% | $7.2B | 56.5% |
| Q4 2024 | 655 | 95.4% | $14.4B | 55.2% |
| Q4 2025 | 1,026 | 94.4% | $31.1B | 55.6% |
| Q2 2026 | 1,335 | 92.8% | $64.6B | 53.6% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.