Comfort Systems USA Inc (FIX) shareholders
FIXNYSEElectrical WorkFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 22, 2026Score 19/3045% above fair value
$1128.09−33.54 (-2.89%)
Close on Nov 12, 2026Market cap $39.47BP/E 24.4Yield 0.17%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.3%
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 · 26 sales
Net sold $171.77M
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 Joint filing with Abigail P. Johnson (5.40%) | 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 | 9.71% | $6.73B | −115,244 | 0.10% |
| Vanguard Capital Management LLC | 2,297,509 | 6.57% | $4.55B | +11,560 | 0.10% |
| Vanguard Portfolio Management LLC | 1,866,170 | 5.33% | $3.70B | −15,014 | 0.17% |
| FMR LLC | 1,659,799 | 4.74% | $3.29B | +210,282 | 0.14% |
| State Street Corp | 1,537,139 | 4.39% | $3.05B | +65,260 | 0.09% |
| Geode Capital Management, LLC | 1,151,350 | 3.29% | $2.29B | −87,269 | 0.12% |
| Aqr Capital Management LLC | 1,059,017 | 3.03% | $2.08B | −57,213 | 0.73% |
| JPMorgan Chase & Co | 838,417 | 2.40% | $1.63B | −51,474 | 0.09% |
| Capital World Investors | 720,244 | 2.06% | $1.43B | −145,536 | 0.17% |
| Invesco Ltd. | 658,314 | 1.88% | $1.30B | +51,734 | 0.10% |
| Norges Bank | 471,564 | 1.35% | $934.62M | New | 0.09% |
| Morgan Stanley | 430,085 | 1.23% | $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 | 1.02% | $704.45M | −265,482 | 2.30% |
| Federated Hermes, Inc. | 341,485 | 0.98% | $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 | 0.93% | $643.48M | +163,502 | 0.06% |
| Charles Schwab Investment Management Inc | 297,845 | 0.85% | $590.31M | +10,110 | 0.08% |
| Amundi | 292,904 | 0.84% | $580.52M | +156,069 | 0.14% |
| Dimensional Fund Advisors LP | 285,445 | 0.82% | $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 | 93.3% | 244 / 496 | 486 / 81 | 4M | 3M |
| Q1 2026 | 1,203 | 33M | 93.0% | 246 / 447 | 403 / 71 | 7M | 4M |
| Q4 2025 | 1,041 | 34M | 96.2% | 259 / 355 | 336 / 82 | 6M | 6M |
| Q3 2025 | 887 | 34M | 97.9% | 211 / 281 | 309 / 73 | 5M | 4M |
| Q2 2025 | 754 | 34M | 96.9% | 178 / 266 | 232 / 48 | 3M | 3M |
| Q1 2025 | 631 | 34M | 97.4% | 100 / 275 | 200 / 122 | 5M | 4M |
| Q4 2024 | 665 | 34M | 97.1% | 138 / 222 | 236 / 54 | 3M | 3M |
| Q3 2024 | 591 | 34M | 95.9% | 106 / 204 | 217 / 66 | 8M | 4M |
| Q2 2024 | 555 | 35M | 100.0% | 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)
979 funds held FIX in Q2 2026, 47% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FIX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,117,399 | 3.19% | $2.21B | 0.10% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 912,340 | 2.61% | $1.81B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 762,679 | 2.18% | $1.51B | 0.67% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 482,845 | 1.38% | $956.97M | 0.11% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 450,366 | 1.29% | $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 | 0.83% | $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 | 0.59% | $407.66M | 1.89% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 198,842 | 0.57% | $343.94M | 0.26% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 190,785 | 0.55% | $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 | 0.09% | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.50%
1M shares short
Days to cover
1.3
At 1M shares a day
Change since last report
+14.1%
From 1M shares
Short volume, 20 days
42.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Comfort Systems USA's stock actually held short. Settlement fails (shares not delivered on time) peaked at 894 shares on Sep 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian E. Lane 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 |
| Franklin Myers 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 |
| Brian E. Lane 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 |
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