FIXComfort Systems USA
Comfort Systems USA, Inc., a Delaware corporation, was established in 1997. 10-K, Item 1
- Employees
- 22,700
- Headquarters
- Houston, TX
- CEO
- Brian E. Lane
- Next results
- around Feb 18, 2027
Who owns FIX
93% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 3.40M | $6.7B | 9.71% | Reduced -3.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.30M | $4.6B | 6.57% | Added +0.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.87M | $3.7B | 5.33% | Reduced -0.8% |
| FMR LLC | 1.66M | $3.3B | 4.74% | Added +14.5% |
| STATE STREET CORP | 1.54M | $3.0B | 4.39% | Added +4.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.15M | $2.3B | 3.29% | Reduced -7.0% |
| AQR CAPITAL MANAGEMENT LLC | 1.06M | $2.1B | 3.03% | Reduced -5.1% |
| JPMORGAN CHASE & CO | 838K | $1.6B | 2.40% | Reduced -5.8% |
| Capital World Investors | 720K | $1.4B | 2.06% | Reduced -16.8% |
| Invesco Ltd. | 658K | $1.3B | 1.88% | Added +8.5% |
| NORGES BANK | 472K | $934.6M | 1.35% | New |
| MORGAN STANLEY | 430K | $852.4M | 1.23% | Reduced -6.5% |
| FIRST TRUST ADVISORS LP | 375K | $743.4M | 1.07% | Reduced -9.8% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 355K | $704.5M | 1.02% | Reduced -42.8% |
| FEDERATED HERMES, INC. | 341K | $676.8M | 0.98% | Added +27.9% |
| NORTHERN TRUST CORP | 341K | $675.8M | 0.97% | Added +3.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 325K | $643K | 0.93% | Added +101.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298K | $590.3M | 0.85% | Added +3.5% |
| Amundi | 293K | $580.5M | 0.84% | Added +114.1% |
| DIMENSIONAL FUND ADVISORS LP | 285K | $565.7M | 0.82% | Added +2.0% |
| GOLDMAN SACHS GROUP INC | 268K | $531.6M | 0.77% | Added +9.9% |
| Value Aligned Research Advisors, LLC | 244K | $482.8M | 0.70% | Added +14.0% |
| DEUTSCHE BANK AG\ | 224K | $443.8M | 0.64% | Reduced -7.0% |
| FRANKLIN RESOURCES INC | 223K | $441.9M | 0.64% | Added +9.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 222K | $439.4M | 0.63% | Reduced -12.4% |
Bought the most shares
- NORGES BANK +472K, new
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ +221K
- FMR LLC +210K
- PRICE T ROWE ASSOCIATES INC /MD/ +164K
- Amundi +156K
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main +123K
- AMERICAN CENTURY COMPANIES INC +112K
- Jupiter Topco LLC +94K, new
- Arax Advisory Partners +91K
- WELLINGTON MANAGEMENT GROUP LLP +86K
Sold the most shares
- WESTFIELD CAPITAL MANAGEMENT CO LP -265K
- Capital International Investors -250K
- Hood River Capital Management LLC -249K, sold out
- Capital World Investors -146K
- SG Americas Securities, LLC -124K
- JANUS HENDERSON GROUP PLC -115K, sold out
- BlackRock, Inc. -115K
- FULLER & THALER ASSET MANAGEMENT, INC. -111K
- Castle Hook Partners LP -110K
- ALLIANCEBERNSTEIN L.P. -108K
Superinvestors holding FIX 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Philippe Laffont Coatue Management | Jun 30, 2026 | 18K | $35.3M | 0.07% | New |
| Tom Gayner Markel Group | Sep 30, 2026 | 13K | $21.5M | 0.18% | Held |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about FIX in the last year.
Work on FIX in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/FIX/export.csv") into a cell.