Comfort Systems USA Ownership | Who Owns Comfort Systems USA?

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Comfort Systems USA Ownership Summary

Comfort Systems USA is owned by 95.73% institutional investors, 1.58% insiders, and 2.68% retail investors. Blackrock is the largest institutional shareholder, holding 12.93% of FIX shares. American Funds SMALLCAP World A is the top mutual fund, with 5.07% of its assets in Comfort Systems USA shares.

FIX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Comfort Systems USA	95.73%	1.58%	2.68%
Sector	Industrials Stocks	60.90%	10.27%	28.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.62M	12.93%	$1.40B
Vanguard group	3.72M	10.40%	$1.13B
Capital world investors	2.43M	6.79%	$738.35M
Fmr	1.70M	4.77%	$518.52M
Invesco	1.52M	4.25%	$461.74M
State street	1.05M	2.94%	$319.04M
Baillie gifford	1.04M	2.91%	$316.10M
Westfield capital management co lp	864.87K	2.42%	$263.02M
Geode capital management	700.20K	1.96%	$212.99M
Dimensional fund advisors lp	673.74K	1.89%	$204.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rk capital management	46.08K	3.75%	$14.01M
Neumeier poma investment counsel	101.36K	2.82%	$30.82M
Bridge city capital	26.89K	2.75%	$8.18M
Hood river capital management	355.90K	2.24%	$108.24M
Aubrey capital management	20.00K	2.11%	$5.29M
Redwood investments	20.72K	2.00%	$5.88M
Crown advisors management	10.00K	1.95%	$3.04M
Hennessy advisors	168.60K	1.94%	$51.27M
David j yvars group	10.18K	1.94%	$3.10M
Mountain pacific investment advisers inc/id	80.33K	1.82%	$24.43M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	435.50K	0.02%	435.50K
Millennium management	342.72K	0.05%	283.42K
Capital world investors	2.43M	0.12%	274.11K
Jane street group	264.50K	0.02%	251.57K
Invesco	1.52M	0.10%	249.48K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	1.70M	0.03%	-471.87K
Jpmorgan chase	357.71K	0.01%	-288.14K
Gfi investment counsel	-	-	-254.75K
Nuveen asset management	252.57K	0.02%	-235.15K
Price t rowe associates inc /md/	193.42K	0.01%	-223.81K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	435.50K	0.02%	435.50K	$132.44M
Susquehanna fundamental investments	97.80K	0.69%	97.80K	$29.74M
Wcm investment management	85.46K	0.06%	85.46K	$27.00M
F/m investments	61.55K	0.68%	61.55K	$18.72M
Corebridge financial	45.47K	0.08%	45.47K	$13.83M

Sold Out

Holder	Change
Wr wealth planners	-1.00
Tfc financial management	-1.00
Tfo-tdc	-2.00
Peak6 investments	-2.00
Mcclarren financial advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	559	9.18%	34,214,637	0.21%	95	1.05%	274	16.10%	209	-5.43%
Mar 31, 2024	512	14.54%	34,144,508	-1.23%	95	1.02%	236	7.76%	221	20.11%
Dec 31, 2023	447	10.92%	34,571,277	-1.40%	96	1.01%	219	19.67%	184	10.18%
Sep 30, 2023	403	5.50%	35,061,190	2.57%	97	1.07%	183	-	167	12.08%
Jun 30, 2023	382	8.22%	34,182,722	-0.47%	95	1.04%	183	2.23%	149	11.19%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	1.81M	5.07%	-244.15K
Vanguard Total Stock Mkt Idx Inv	1.12M	3.16%	-4.46K
iShares Core S&P Mid-Cap ETF	1.12M	3.15%	608.00
Vanguard Small Cap Index	894.83K	2.51%	1.75K
BlackRock Mid-Cap Growth Equity Instl	744.57K	2.09%	-8.63K
FullerThaler Behavioral Small-Cap Equity	564.11K	1.58%	-
FullerThaler Behavioral Sm-Cp Eq R6	564.11K	1.58%	-9.00K
Vanguard Institutional Extnd Mkt Idx Tr	531.25K	1.49%	-12.58K
Vanguard Small Cap Growth Index Inv	491.21K	1.38%	-1.95K
Capital Group Fundamental Invtrs Comp	453.09K	1.27%	29.24K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 13, 2024	Lane Brian E.	PRESIDENT/CHIEF EXECUTIVE OFF.	Sell	$6.73M
Nov 08, 2024	GEORGE WILLIAM III	CHIEF FINANCIAL OFFICER	Sell	$2.50M
Nov 05, 2024	Mercado, Pablo G.	-	Sell	$1.02M
Oct 30, 2024	MYERS FRANKLIN	CHAIRMAN OF THE BOARD	Sell	$4.68M
Oct 28, 2024	Tang Vance W	-	Sell	$1.05M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q3	-	4
2024 Q2	-	4
2024 Q1	-	8
2023 Q4	2	3

FIX Ownership FAQ

Who owns the most shares of Comfort Systems USA?

Comfort Systems USA’s largest shareholders are Blackrock (4.62M shares, 12.93%), Vanguard group (3.72M shares, 10.40%), and Capital world investors (2.43M shares, 6.79%). Together, they hold 30.12% of Comfort Systems USA’s total shares outstanding.

Does Blackrock own Comfort Systems USA?

Yes, BlackRock owns 12.93% of Comfort Systems USA, totaling 4.62M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.4B$. In the last quarter, BlackRock increased its holdings by 137.16K shares, a 3.06% change.

Who is Comfort Systems USA’s biggest shareholder by percentage of total assets invested?

Rk capital management is Comfort Systems USA’s biggest shareholder by percentage of total assets invested, with 3.75% of its assets in 46.08K Comfort Systems USA shares, valued at 14.01M$.

Who is the top mutual fund holder of Comfort Systems USA shares?

American Funds SMALLCAP World A is the top mutual fund holder of Comfort Systems USA shares, with 5.07% of its total shares outstanding invested in 1.81M Comfort Systems USA shares.

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