FIXNYSEElectrical WorkFiscal year ends December 31
COMFORT SYSTEMS USA INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$1464.07+25.00 (+1.74%)
Close on Oct 19, 2026
- Market cap
- $51.61B
- P/E (TTM)
- 36.0
- Dividend yield
- 0.13%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.7%
33M of 35M shares
Institutional holders
1,348
244 new, 81 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 30 sales
Net sold $185.18M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,917,000 | 8.30% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 2,634,611 | 7.49% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 1,892,021 | 5.40% | 13G (passive) | Sep 30, 2025 |
| Vanguard Portfolio Management | 1,891,176 | 5.37% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FIX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,397,683 | 9.65% | $6.73B | −115,244 | 0.10% |
| Vanguard Capital Management LLC | 2,297,509 | 6.53% | $4.55B | +11,560 | 0.10% |
| Vanguard Portfolio Management LLC | 1,866,170 | 5.30% | $3.70B | −15,014 | 0.17% |
| FMR LLC | 1,659,799 | 4.72% | $3.29B | +210,282 | 0.14% |
| State Street Corp | 1,537,139 | 4.37% | $3.05B | +65,260 | 0.09% |
| Geode Capital Management, LLC | 1,151,350 | 3.27% | $2.29B | −87,269 | 0.12% |
| Aqr Capital Management LLC | 1,059,017 | 3.01% | $2.08B | −57,213 | 0.73% |
| JPMorgan Chase & Co | 838,417 | 2.38% | $1.63B | −51,474 | 0.09% |
| Capital World Investors | 720,244 | 2.05% | $1.43B | −145,536 | 0.17% |
| Invesco Ltd. | 658,314 | 1.87% | $1.30B | +51,734 | 0.10% |
| Norges Bank | 471,564 | 1.34% | $934.62M | New | 0.09% |
| Morgan Stanley | 430,085 | 1.22% | $852.41M | −30,050 | 0.05% |
| First Trust Advisors LP | 375,090 | 1.07% | $743.41M | −40,796 | 0.44% |
| Westfield Capital Management Co LP | 355,433 | 1.01% | $704.45M | −265,482 | 2.30% |
| Federated Hermes, Inc. | 341,485 | 0.97% | $676.81M | +74,455 | 0.97% |
| Northern Trust Corp | 340,992 | 0.97% | $675.83M | +11,894 | 0.08% |
| Price T Rowe Associates Inc /Md/ | 324,671 | 0.92% | $643.48K | +163,502 | 0.06% |
| Charles Schwab Investment Management Inc | 297,845 | 0.85% | $590.31M | +10,110 | 0.08% |
| Amundi | 292,904 | 0.83% | $580.52M | +156,069 | 0.14% |
| Dimensional Fund Advisors LP | 285,445 | 0.81% | $565.66M | +5,498 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,348 | 33M | 92.7% | 244 / 496 | 486 / 81 | 4M | 3M |
| Q1 2026 | 1,203 | 33M | 92.4% | 246 / 447 | 403 / 71 | 7M | 4M |
| Q4 2025 | 1,041 | 34M | 95.7% | 259 / 355 | 336 / 82 | 6M | 6M |
| Q3 2025 | 887 | 34M | 97.3% | 211 / 281 | 309 / 73 | 5M | 4M |
| Q2 2025 | 754 | 34M | 96.4% | 178 / 266 | 232 / 48 | 3M | 3M |
| Q1 2025 | 631 | 34M | 96.8% | 100 / 275 | 200 / 122 | 5M | 4M |
| Q4 2024 | 665 | 34M | 96.5% | 138 / 222 | 236 / 54 | 3M | 3M |
| Q3 2024 | 591 | 34M | 95.3% | 106 / 204 | 217 / 66 | 8M | 4M |
| Q2 2024 | 555 | 35M | 99.5% | 106 / 178 | 211 / 51 | 4M | 5M |
| Q1 2024 | 505 | 36M | 100.0% | 109 / 126 | 223 / 48 | 4M | 4M |
| Q4 2023 | 447 | 36M | 100.0% | 98 / 131 | 180 / 43 | 5M | 4M |
| Q3 2023 | 399 | 35M | 100.0% | 51 / 132 | 171 / 27 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FIX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,117,399 | 3.17% | $2.21B | 0.10% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 912,340 | 2.59% | $1.81B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 762,679 | 2.17% | $1.51B | 0.67% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 482,845 | 1.37% | $956.97M | 0.11% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 450,366 | 1.28% | $823.36M | 0.10% | May 31, 2026 |
| SMALLCAP World Fund Inc | 445,677 | 1.27% | $883.31M | 0.93% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 400,547 | 1.14% | $793.86M | 0.21% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 290,283 | 0.82% | $502.10M | 0.51% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 269,569 | 0.77% | $534.27M | 1.53% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 256,018 | 0.73% | $507.41M | 4.42% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 207,155 | 0.59% | $410.57M | 1.21% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 205,685 | 0.58% | $407.66M | 1.89% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 198,842 | 0.56% | $343.94M | 0.26% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 190,785 | 0.54% | $378.13M | 0.11% | Jun 30, 2026 |
| JPMorgan Mid Cap Growth Fund | 183,572 | 0.52% | $363.83M | 2.75% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian E. Lane | CHIEF EXECUTIVE OFF., Director | 145,065 | 0.41% | Aug 27, 2026 |
| William George Iii | CHIEF FINANCIAL OFFICER | 30,250 | 0.09% | Aug 18, 2026 |
| Craig Sasser | Chief Operating Officer | 1,545 | 0.00% | Jul 9, 2026 |
| Julie Shaeff | CHIEF ACCOUNTING OFFICER | 12,624 | 0.04% | May 11, 2026 |
| Terrence Reed | SVP & CHRO | 2,968 | 0.01% | Apr 3, 2026 |
| Rachel R. Eslicker | SVP & GENERAL COUNSEL | 608 | 0.00% | Apr 3, 2026 |
| T. McKenna Trent | PRESIDENT/CHIEF OPERATING OFF. | 22,897 | 0.07% | Apr 3, 2026 |
| Laura Finley Howell | SVP & GENERAL COUNSEL | 7,938 | 0.02% | Dec 5, 2025 |
| Franklin Myers | Director | 67,110 | 0.19% | Aug 12, 2026 |
| Rhoman J. Hardy | Director | 1,890 | 0.01% | May 28, 2026 |
| Darcy Anderson | Director | 18,140 | 0.05% | May 19, 2026 |
| Herman E. Bulls | Director | 29,879 | 0.08% | May 19, 2026 |
| William J. Sandbrook | Director | 7,941 | 0.02% | May 19, 2026 |
| Cindy L. Wallis-Lage | Director | 5,818 | 0.02% | May 19, 2026 |
| Mercado, Pablo G. | Director | 3,105 | 0.01% | May 19, 2026 |
| Constance Ellen Skidmore | Director | 12,732 | 0.04% | May 19, 2026 |
| Gaurav Kapoor | Director | 832 | 0.00% | May 19, 2026 |
| Vance W. Tang | Director | 17,768 | 0.05% | May 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Aug 26, 2026 | Sale | −16,024 | $1608.21 | $25.77M | 145,065 |
| William George Iii CHIEF FINANCIAL OFFICER | Aug 17, 2026 | Sale | −2,554 | $1859.65 | $4.75M | 30,250 |
| Franklin Myers Director | Aug 11, 2026 | Sale | −4,000 | $1693.92 | $6.78M | 8,495 |
| Franklin Myers Director | Aug 10, 2026 | Sale | −3,500 | $1690.47 | $5.92M | 58,615 |
| Franklin Myers Director | Jun 24, 2026 | Sale | −6,700 | $1954.47 | $13.09M | 62,115 |
| Rhoman J. Hardy Director | May 27, 2026 | Sale | −342 | $1900.08 | $649.83K | 1,890 |
| Franklin Myers Director | May 21, 2026 | Gift | −273 | – | – | 68,815 |
| Mercado, Pablo G. Director | May 18, 2026 | Award | +105 | – | – | 3,105 |
| Rhoman J. Hardy Director | May 18, 2026 | Award | +105 | – | – | 2,232 |
| Cindy L. Wallis-Lage Director | May 18, 2026 | Award | +105 | – | – | 5,818 |
| William J. Sandbrook Director | May 18, 2026 | Award | +105 | – | – | 7,771 |
| Constance Ellen Skidmore Director | May 18, 2026 | Award | +105 | – | – | 12,732 |
| Herman E. Bulls Director | May 18, 2026 | Award | +105 | – | – | 29,879 |
| Franklin Myers Director | May 18, 2026 | Award | +105 | – | – | 69,088 |
| Darcy Anderson Director | May 18, 2026 | Award | +105 | – | – | 18,140 |
| Gaurav Kapoor Director | May 18, 2026 | Award | +105 | – | – | 832 |
| William George Iii CHIEF FINANCIAL OFFICER | May 11, 2026 | Sale | −1,000 | $2020.97 | $2.02M | 32,804 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | May 11, 2026 | Sale | −1,123 | $2000.37 | $2.25M | 12,624 |
| William George Iii CHIEF FINANCIAL OFFICER | May 8, 2026 | Sale | −4,000 | $1948.17 | $7.79M | 33,804 |
| Franklin Myers Director | May 7, 2026 | Gift | −205 | – | – | 73,739 |
| Franklin Myers Director | May 7, 2026 | Gift | −51 | – | – | 73,944 |
| Franklin Myers Director | May 7, 2026 | Gift | −256 | – | – | 73,483 |
| Franklin Myers Director | May 7, 2026 | Sale | −4,500 | $1902.57 | $8.56M | 68,983 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | May 5, 2026 | Sale | −11,113 | $1969.84 | $21.89M | 161,089 |
| Mercado, Pablo G. Director | Apr 30, 2026 | Sale | −500 | $1779.78 | $889.89K | 3,000 |
| William J. Sandbrook Director | Apr 29, 2026 | Sale | −1,500 | $1732.67 | $2.60M | 7,666 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Apr 1, 2026 | Tax withholding | −145 | $1429.60 | $207.29K | 13,747 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Apr 1, 2026 | Tax withholding | −87 | $1429.60 | $124.38K | 13,892 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Apr 1, 2026 | Tax withholding | −87 | $1429.60 | $124.38K | 13,979 |
| Rachel R. Eslicker SVP & GENERAL COUNSEL | Apr 1, 2026 | Tax withholding | −43 | $1429.60 | $61.47K | 608 |
| Rachel R. Eslicker SVP & GENERAL COUNSEL | Apr 1, 2026 | Tax withholding | −25 | $1429.60 | $35.74K | 651 |
| Rachel R. Eslicker SVP & GENERAL COUNSEL | Apr 1, 2026 | Tax withholding | −31 | $1429.60 | $44.32K | 676 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Apr 1, 2026 | Tax withholding | −266 | $1429.60 | $380.27K | 22,897 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Apr 1, 2026 | Tax withholding | −210 | $1429.60 | $300.22K | 22,687 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Apr 1, 2026 | Tax withholding | −341 | $1429.60 | $487.49K | 22,346 |
| William George Iii CHIEF FINANCIAL OFFICER | Apr 1, 2026 | Tax withholding | −284 | $1429.60 | $406.01K | 38,601 |
| William George Iii CHIEF FINANCIAL OFFICER | Apr 1, 2026 | Tax withholding | −500 | $1429.60 | $714.80K | 37,804 |
| William George Iii CHIEF FINANCIAL OFFICER | Apr 1, 2026 | Tax withholding | −297 | $1429.60 | $424.59K | 38,304 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Apr 1, 2026 | Tax withholding | −941 | $1429.60 | $1.35M | 173,714 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Apr 1, 2026 | Tax withholding | −1,512 | $1429.60 | $2.16M | 172,202 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Apr 1, 2026 | Tax withholding | −1,146 | $1429.60 | $1.64M | 174,655 |
| Terrence Reed SVP & CHRO | Apr 1, 2026 | Tax withholding | −93 | $1429.60 | $132.95K | 2,968 |
| Terrence Reed SVP & CHRO | Apr 1, 2026 | Tax withholding | −98 | $1429.60 | $140.10K | 3,143 |
| Terrence Reed SVP & CHRO | Apr 1, 2026 | Tax withholding | −82 | $1429.60 | $117.23K | 3,061 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Mar 23, 2026 | Tax withholding | −204 | $1408.25 | $287.28K | 23,163 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Mar 23, 2026 | Award | +1,208 | – | – | 22,847 |
| T. McKenna Trent PRESIDENT/CHIEF OPERATING OFF. | Mar 23, 2026 | Award | +520 | – | – | 23,367 |
| William George Iii CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Award | +597 | – | – | 38,421 |
| William George Iii CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Award | +764 | – | – | 39,185 |
| William George Iii CHIEF FINANCIAL OFFICER | Mar 23, 2026 | Tax withholding | −300 | $1408.25 | $422.48K | 38,885 |
| Terrence Reed SVP & CHRO | Mar 23, 2026 | Award | +275 | – | – | 3,109 |
| Terrence Reed SVP & CHRO | Mar 23, 2026 | Tax withholding | −56 | $1408.25 | $78.86K | 3,241 |
| Terrence Reed SVP & CHRO | Mar 23, 2026 | Award | +188 | – | – | 3,297 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Mar 23, 2026 | Award | +2,876 | – | – | 174,399 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Mar 23, 2026 | Tax withholding | −910 | $1408.25 | $1.28M | 175,801 |
| Brian E. Lane CHIEF EXECUTIVE OFF., Director | Mar 23, 2026 | Award | +2,312 | – | – | 176,711 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Mar 23, 2026 | Award | +194 | – | – | 13,930 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Mar 23, 2026 | Award | +220 | – | – | 14,150 |
| Julie Shaeff CHIEF ACCOUNTING OFFICER | Mar 23, 2026 | Tax withholding | −84 | $1408.25 | $118.29K | 14,066 |
| Rachel R. Eslicker SVP & GENERAL COUNSEL | Mar 23, 2026 | Award | +217 | – | – | 707 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| E. Lane Brian Officer, Director | Aug 26, 2026 | 16,024 | $25.77M | Aug 26, 2026 | Compensation |
| William George Iii Officer | Aug 17, 2026 | 2,554 | $4.75M | Aug 17, 2026 | RSU Grant Vest |
| Myers Franklin Director | Aug 11, 2026 | 4,000 | $6.70M | Aug 11, 2026 | Open Market Purchase |
| Franklin Myers Director | Aug 10, 2026 | 3,500 | $5.94M | Aug 10, 2026 | OPEN MKT PURCHASE |
| Rhoman J. Hardy Director | May 22, 2026 | 342 | $628.09K | May 22, 2026 | Payment for services rendered |
| William George Iii Officer | May 11, 2026 | 1,000 | $2.02M | May 11, 2026 | RSU |
| Julie Shaeff Officer | May 11, 2026 | 1,123 | $2.25M | May 11, 2026 | RSU Grant |
| William George Iii Officer | May 8, 2026 | 4,000 | $7.79M | May 8, 2026 | RSU GRANT VEST |
| Franklin Myers Director | May 7, 2026 | 4,500 | $8.73M | May 7, 2026 | Open Market |
| E. Lane Brian Officer, Director | May 5, 2026 | 11,113 | $21.89M | May 5, 2026 | Compensation |
| Mercado, Pablo G. Director | Apr 30, 2026 | 500 | $863.15K | Apr 28, 2026 | Stock Award |
| William J. Sandbrook Director | Apr 29, 2026 | 1,500 | $2.60M | Apr 29, 2026 | COMPENSATION |
| Laura Finley Howell Officer | Mar 10, 2026 | 723 | $999.51K | Mar 10, 2026 | Stock Award |
| Darcy Anderson Director | Mar 3, 2026 | 4,500 | $6.16M | Mar 3, 2026 | Director Compensation |
| Julie Shaeff Officer | Mar 3, 2026 | 2,287 | $3.16M | Mar 3, 2026 | RSU Grant |