Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership147,298 shares
Latest Disclosed Value $ 203,121,619
Ameriprise Financial Inc reports 27.00% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 147,298 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $203,121,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 115,980 shares of Comfort Systems USA, Inc.. This represents a change in shares of 27.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F COMFORT SYSTEMS USA COM 199908104 147,298 31,318 27.00 203,122 87.64 0.0087
2026-02-17 2025-12-31 13F COMFORT SYSTEMS USA COM 199908104 115,980 -28,282 -19.60 108,250 -9.07 0.0245
2025-11-14 2025-09-30 13F COMFORT SYSTEMS USA COM 199908104 144,262 -35,159 -19.60 119,043 23.73 0.0273
2025-08-14 2025-06-30 13F COMFORT SYSTEMS USA COM 199908104 179,421 10,526 6.23 96,212 76.72 0.0237
2025-05-14 2025-03-31 13F COMFORT SYSTEMS USA COM 199908104 168,895 26,254 18.41 54,444 -9.99 0.0147
2025-02-14 2024-12-31 13F COMFORT SYSTEMS USA COM 199908104 142,641 72,268 102.69 60,488 120.20 0.0155
2024-11-14 2024-09-30 13F COMFORT SYSTEMS USA COM 199908104 70,373 -100,818 -58.89 27,470 -47.24 0.0070
2024-08-14 2024-06-30 13F COMFORT SYSTEMS USA COM 199908104 171,191 83,178 94.51 52,063 86.19 0.0141
2024-05-15 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 88,013 -2,465 -2.72 27,963 50.27 0.0077
2024-02-14 2023-12-31 13F COMFORT SYSTEMS USA COM 199908104 90,478 -42,536 -31.98 18,609 -17.90 0.0056
2023-11-14 2023-09-30 13F COMFORT SYSTEMS USA COM 199908104 133,014 -1,187 -0.88 22,667 2.86 0.0074
2023-08-14 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 134,201 -5,691 -4.07 22,036 7.88 0.0069
2023-05-22 2023-03-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 139,892 -5,206 -3.59 20,426 22.32 0.0067
2023-05-15 2023-03-31 13F COLUMBUS MCKINNON COM 199908104 139,892 -5,206 20,426 0.0012
2023-02-14 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 145,098 -31,512 -17.84 16,698 -2.86 0.0057
2022-11-14 2022-09-30 13F COMFORT SYSTEMS USA COM 199908104 176,610 -11,251 -5.99 17,190 10.04 0.0064
2022-08-15 2022-06-30 13F COMFORT SYSTEMS USA COM 199908104 187,861 -487 -0.26 15,621 -6.83 0.0054
2022-05-16 2022-03-31 13F COMFORT SYSTEMS USA COM 199908104 188,348 1,471 0.79 16,766 -9.32 0.0049
2022-02-14 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 186,877 483 0.26 18,489 39.08 0.0051
2021-11-15 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 186,394 -9,283 -4.74 13,294 -13.78 0.0042
2021-08-16 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 195,677 -19,220 -8.94 15,418 -4.04 0.0048
2021-05-17 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 214,897 -694,388 -76.37 16,067 -66.44 0.0053
2021-02-12 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 909,285 159,825 21.33 47,882 24.04 0.0170
2020-11-16 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 749,460 204,027 37.41 38,603 73.68 0.0157
2020-08-14 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 545,433 -166,108 -23.34 22,226 -14.49 0.0095
2020-05-15 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 711,541 93,864 15.20 25,993 -15.58 0.0136
2020-02-14 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 617,677 -140,810 -18.56 30,790 -8.22 0.0128
2019-11-14 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 758,487 -664,353 -46.69 33,548 -53.76 0.0150
2019-08-14 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 1,422,840 1,083,574 319.39 72,554 308.09 0.0325
2019-05-15 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 339,266 -27,011 -7.37 17,779 11.12 0.0082
2019-02-14 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 366,277 -43,747 -10.67 16,000 -30.81 0.0080
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 410,024 68,366 20.01 23,124 47.79 0.0081
2018-08-14 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 341,658 8,549 2.57 15,647 13.85 0.0069
2018-05-14 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 333,109 7,988 2.46 13,744 -3.16 0.0062
2018-02-12 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 325,121 55,929 20.78 14,192 47.68 0.0065
2017-11-07 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 269,192 794 0.30 9,610 -3.48 0.0046
2017-08-10 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 268,398 -57,479 -17.64 9,957 -16.63 0.0050
2017-05-05 2017-03-31 13F COMFORT SYSTEMS USA COM 199908104 325,877 10,529 3.34 11,943 13.72 0.0062
2017-02-03 2016-12-31 13F COMFORT SYSTEMS USA COM 199908104 315,348 -48,125 -13.24 10,502 -1.42 0.0057
2016-11-08 2016-09-30 13F COMFORT SYSTEMS USA COM 199908104 363,473 -63,438 -14.86 10,653 -23.38 0.0060
2016-08-08 2016-06-30 13F COMFORT SYSTEMS USA COM 199908104 426,911 -19,322 -4.33 13,904 -1.93 0.0081
2016-05-12 2016-03-31 13F COMFORT SYSTEMS USA COM 199908104 446,233 -69,518 -13.48 14,177 -3.28 0.0085
2016-02-11 2015-12-31 13F COMFORT SYSTEMS USA COM 199908104 515,751 -21,575 -4.02 14,658 0.07 0.0086
2015-11-12 2015-09-30 13F COMFORT SYSTEMS USA COM 199908104 537,326 -85,699 -13.76 14,648 2.44 0.0091
2015-08-13 2015-06-30 13F COMFORT SYSTEMS USA COM 199908104 623,025 73,187 13.31 14,299 23.60 0.0081
2015-05-14 2015-03-31 13F COMFORT SYSTEMS USA COM 199908104 549,838 7,126 1.31 11,569 24.52 0.0066
2015-02-13 2014-12-31 13F COMFORT SYSTEMS USA COM 199908104 542,712 -20,971 -3.72 9,291 21.66 0.0054
2014-11-14 2014-09-30 13F COMFORT SYSTEMS USA COM 199908104 563,683 -86,539 -13.31 7,637 -25.66 0.0046
2014-08-13 2014-06-30 13F COMFORT SYSTEMS USA COM 199908104 650,222 -1,424 -0.22 10,273 3.44 0.0061
2014-05-14 2014-03-31 13F COMFORT SYSTEMS USA COM 199908104 651,646 -5,765 -0.88 9,931 -22.09 0.0060
2014-02-14 2013-12-31 13F COMFORT SYSTEMS USA COM 199908104 657,411 9,536 1.47 12,746 17.03 0.0077
2013-11-14 2013-09-30 13F COMFORT SYSTEMS USA COM 199908104 647,875 -16,585 -2.50 10,891 9.85 0.0071
2013-08-14 2013-06-30 13F COMFORT SYSTEMS USA COM 199908104 664,460 664,460 9,914 0.0069
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.