Companies / Comfort Systems USA Inc

Comfort Systems USA Inc

NYSE: FIXCIK 1035983IndustrialsHOUSTON, TXcomfortsystemsusa.com ↗
Insider flow · last 90 daysNet sells $13.74M

Financials · FY2025

Revenue$9.10B
Net income$1.02B
Total debt$54.56M
Cash$1.85B
Diluted EPS$28.88
Shares outstanding35.2M

Ownership

35.2M shares outstanding · as of Jul 17, 2026
37.5%10%+ / strategic
Ownership
10%+ / strategic37.51%13,202,116
Institutions67.54%23,768,681
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 15

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Insider% of sharesShares
Lane Brian E.CEOFormerCHIEF EXECUTIVE OFF. · Director
0.46%161,089
Myers FranklinFormerDirector
0.18%62,115
George William IIIFormerCHIEF FINANCIAL OFFICER
0.09%32,804
Bulls Herman EFormerDirector
0.08%29,879
Trent T McKennaFormerPRESIDENT/CHIEF OPERATING OFF.
0.06%22,346
Anderson DarcyFormerDirector
0.05%18,140
Skidmore Constance EllenFormerDirector
0.04%12,732
Shaeff JulieFormerCHIEF ACCOUNTING OFFICER
0.04%12,624
Sandbrook William JFormerDirector
0.02%7,771
Wallis-Lage Cindy L.FormerDirector
0.02%5,818

Institutional holders 1,072

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HolderValue% of shares
BlackRock, Inc.$6.73B9.65%
Vanguard Group Inc$4.02B12.25%
State Street Corporation$3.05B4.37%
Geode Capital Management, LLC$1.71B3.52%
Fmr LLC$1.56B4.75%
Capital World Investors$1.53B4.66%
AQR Capital Management, LLC$1.49B3.17%
Westfield Capital Management Company, L.P.$856.24M1.76%
JPMorgan Chase & Co$659.83M2.01%
Invesco Ltd.$609.42M1.86%

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Norges Bank
13F manager
ExitCommon stock$-469.61M-503K
-100.00%
0
high
Q2 2026
as of
State Street Corporation
13F manager
AddCommon stock$214.97M+108K
+7.59%
1,537,139
4.37% of shares
high
Q2 2026
as of
Deutsche Bank AG
13F manager
TrimCommon stock$-176.25M-89K
-28.43%
223,896
0.64% of shares
high
Q1 2026
as of
AQR Capital Management, LLC
13F manager
AddCommon stock$128.57M+96K
+9.44%
1,116,230
3.17% of shares
high
Q2 2026
as of
BlackRock, Inc.
13F manager
TrimCommon stock$-100.98M-51K
-1.48%
3,397,683
9.65% of shares
high
Q1 2026
as of
Third Point LLC
13F manager
ExitCommon stock$-98.00M-105K
-100.00%
0
high
Q1 2026
as of
First Trust Advisors LP
13F manager
TrimCommon stock$-91.31M-66K
-13.73%
415,886
1.18% of shares
high
Q1 2026
as of
Voya Investment Management LLC
13F manager
TrimCommon stock$-77.72M-57K
-31.73%
121,608
0.35% of shares
high

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—4,309,811—
Vanguard Group IncPassive13G/A—0—
BlackRock, Inc.Passive13G/A—2,917,000—
Capital World InvestorsPassive13G/A———
Fmr LLCPassive13G/A—1,449,518—
Vanguard Capital ManagementPassive13G—2,634,611—
Vanguard Portfolio ManagementPassive13G—1,891,176—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
FIX——199908104—