Comfort Systems USA, Inc.· FIX

🇺🇸 US · LargeSP500NYSE

Industrials Engineering & Construction Website

Price: $1,648.47
Day: +2.37%
Mkt Cap: $58.02B
52W Range: $698.06 – $2,073.99
Volume: 321.2K
Beta: 1.68

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,393 institutions hold; 742 added, 489 reduced
Insiders Q3 2026: no purchases, 4 sales ($43.2M)

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Comfort Systems USA, Inc.

FIX|Industrials|Engineering & Construction

Current price: $1,648

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.9x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

3 sellers

vs 7.6 avg per quarter

Institutional net breadth · Q2 2026

+402

988 adding vs 586 reducing

Institutional ownership · Q2 2026

93.6%

1,393 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

3.4M

-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.3M

+0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9M

-0.8%

FMR LLC

1.7M

+14.5%

STATE STREET CORP

1.5M

+4.4%

GEODE CAPITAL MANAGEMENT, LLC

1.2M

-7.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

149

122

181

149 buying122 unchanged181 selling

452 funds held FIX in Q2 2026, holding 15.9M shares between them, down 4.1% on the quarter.

Largest fund holders

Value Line Small Cap Opportunities Fund, Inc.2.1K sh

T. Rowe Price Exchange-Traded Funds, Inc.2.1K sh

SCHWAB ANNUITY PORTFOLIOS2.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 26

Lane Brian E.

$25.8M

Sale · May 5

Lane Brian E.

$21.9M

Sale · Feb 25

Lane Brian E.

$13.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FIX on stockoscope.com→

Generated September 11, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FIX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+40

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 10, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FIX

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

4 sales totaling $43.2M (26.1K shares)

Share volume is at a routine pace (0.9x average)

3 different insiders sold this quarter

Buying seen in 2 of 15 quarters

Selling has declined for 4 straight quarters

0.9x

Selling pace

quarter in progress, filings still arriving

2.67%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 6.3 avg per quarter

Q4 2023

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, FIX

Top 8 highest-value insider trades from the last 8 quarters

Lane Brian E.

Chief Executive Off.

Sell

16,024 shares at $1608.21

≈9.9% of their stake at the time

Aug 26, 2026$25.77M

Lane Brian E.

Chief Executive Off.

Sell

11,113 shares at $1969.84

≈6.5% of their stake at the time

May 5, 2026$21.89M

Lane Brian E.

President/chief Executive Off.

Sell

9,365 shares at $1453.12

≈5.2% of their stake at the time

Feb 25, 2026$13.61M

MYERS FRANKLIN

Director

Sell

6,700 shares at $1954.47

≈9.7% of their stake at the time

Jun 24, 2026$13.09M

GEORGE WILLIAM III

CFO

Sell

9,000 shares at $1434.97

≈19.2% of their stake at the time

Feb 23, 2026$12.91M

MYERS FRANKLIN

Director

Sell

8,636 shares at $1472.56

≈10.5% of their stake at the time

Feb 25, 2026$12.72M

MYERS FRANKLIN

Director

Sell

4,500 shares at $1902.57

≈6.1% of their stake at the time

May 7, 2026$8.56M

GEORGE WILLIAM III

CFO

Sell

4,000 shares at $1948.17

≈10.6% of their stake at the time

May 8, 2026$7.79M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FIX

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

93.6% institutional ownership

Moderate accumulation: 988 adding vs 586 reducing

13F shares increased by 1.3%, a modest change

Momentum weakening from prior quarter

+402

Net breadth

988 adding vs 586 reducing

Accumulating

1.69

Add / reduce ratio

in Q2 2026

+149

New − closed

246 initiated, 97 exited

4 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+988 growing-586 shrinkingNet: +402

246

742

489

New (246)

Increased (742)

Reduced (489)

Closed (97)

Top Institutional Holders, FIX

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

3.4M

$6.7B

Ownership

9.65%

-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

2.3M

$4.6B

Ownership

6.52%

+0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9M

$3.7B

Ownership

5.30%

-0.8%

FMR LLC

1.7M

$3.3B

Ownership

4.71%

+14.5%

STATE STREET CORP

1.5M

$3.0B

Ownership

4.36%

+4.4%

GEODE CAPITAL MANAGEMENT, LLC

1.2M

$2.3B

Ownership

3.27%

-7.1%

AQR CAPITAL MANAGEMENT LLC

1.1M

$2.1B

Ownership

3.01%

-5.2%

JPMORGAN CHASE & CO

838.4K

$1.6B

Ownership

2.38%

-5.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 452 ETFs and mutual funds reporting

149 buying181 sellingNet: -32

149

122

181

Buying (149)

Unchanged (122)

Selling (181)

In total, funds bought 840.0K shares and sold 1.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

452 ETFs and mutual funds reporting

181 funds selling vs 149 buying

Top Fund Holders, FIX

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Value Line Small Cap Opportunities Fund, Inc.

2.1K

Weight

0.62%

Jun 30, 2026Decreased

T. Rowe Price Exchange-Traded Funds, Inc.

2.1K

Weight

0.00%

Jun 30, 2026Decreased

SCHWAB ANNUITY PORTFOLIOS

2.0K

Weight

0.38%

Jun 30, 2026Decreased

SEASONS SERIES TRUST

2.0K

Weight

0.01%

Jun 30, 2026Increased

BLACKROCK ADVANTAGE GLOBAL FUND, INC.

1.9K

Weight

0.00%

Jun 30, 2026No change

Northern Lights Variable Trust

1.8K

Weight

0.17%

Jun 30, 2026No change

Investment Managers Series Trust II

1.7K

Weight

0.01%

Jun 30, 2026Increased

BNY MELLON STOCK INDEX FUND, INC.

1.7K

Weight

0.32%

Jun 30, 2026Decreased

Comfort Systems USA, Inc.· FIX

Holdings Analysis

Insider Trading Activity

1.3Transaction History132Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings187Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History132Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings187Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights