$FIX

$1,288.19 +$44.00 (3.54%) Live

$FIX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 35.0M shares outstanding

Who owns FIX?

By type of holder

Institutions 93.3% Insiders 1.2% Everyone else 5.5%

Concentration Top 10 holders own 43.4%

BlackRock, Inc. 9.7% · Vanguard Capital Management LLC 6.6%

Institutional ownership

93.3%

+0.3 pts vs last qtr

Institutional holders

1,353

+146 vs last qtr

Net shares bought

+116.4K

by institutions in Q2 2026

New / sold out

243 / 97

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +471.6K
Massachusetts Financial Services Co /ma/ +220.5K

Biggest sellers in Q2 2026

Westfield Capital Management Co LP −265.5K
Capital International Investors −250.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$160M

27 notices from 12 people

Shares covered

103.7K

0.30% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Brian E Lane Officer $68.1M
George William III Officer $31.7M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−6.3%

−0.73% a year

Each share's claim on the business

+6.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$461M vs $104M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years69% 3–5 years5% 1–3 years15% Under 1 year11%

Quarterly turnover

11.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FIX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.4M	9.71%	−115.2K (−3.3%)	≤2021	0.1%
Shares held by quarter Peak holding5.0M (Q3'24) Change over 8 quarters−1.6M Share of the company9.710% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	2.3M	6.57%	+11.6K (+0.5%)	≤2021	0.1%
Shares held by quarter Peak holding2.3M (Q2'26) Change over 8 quarters+2.3M Share of the company6.570% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

3.4M

% of company

9.71%

Change vs last qtr

−115.2K (−3.3%)

Held since

≤2021

Vanguard Capital Management LLC

2.3M

% of company

6.57%

Change vs last qtr

+11.6K (+0.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Comfort Systems USA, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FIX on Form N-PORT; together they hold 44.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.21B	1.1M	3.19%	0.10%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$1.81B	912.3K	2.61%	0.11%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.21B

% of company

3.19%

% of the fund

0.10%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$1.81B

% of company

2.61%

% of the fund

0.11%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Comfort Systems USA, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LB Lane Brian E. Insider	145.1K	0.41%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.410% Lane Brian E.'s insider activity →
MF Myers Franklin Insider	67.1K	0.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.190% Myers Franklin's insider activity →

Lane Brian E.

Insider

145.1K

% of company

0.41%

Change vs last qtr

—

Held since

—

Myers Franklin

Insider

67.1K

% of company

0.19%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Comfort Systems USA, Inc..

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