Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership1,238,619 shares
Latest Disclosed Value $ 1,711,752,025
Geode Capital Management, Llc reports 4.44% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,238,619 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $1,711,752,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,185,909 shares of Comfort Systems USA, Inc.. This represents a change in shares of 4.44% 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 1,238,619 52,710 4.44 1,711,752 55.13 0.0569
2026-02-09 2025-12-31 13F COMFORT SYSTEMS USA COM 199908104 1,185,909 332,441 38.95 1,103,453 56.66 0.0681
2025-11-12 2025-09-30 13F COMFORT SYSTEMS USA COM 199908104 853,468 31,571 3.84 704,360 59.80 0.0449
2025-08-08 2025-06-30 13F COMFORT SYSTEMS USA COM 199908104 821,897 3,032 0.37 440,764 66.95 0.0309
2025-05-13 2025-03-31 13F COMFORT SYSTEMS USA COM 199908104 818,865 49,331 6.41 264,007 -19.12 0.0208
2025-02-12 2024-12-31 13F COMFORT SYSTEMS USA COM 199908104 769,534 21,406 2.86 326,409 11.75 0.0253
2024-11-12 2024-09-30 13F COMFORT SYSTEMS USA COM 199908104 748,128 47,929 6.85 292,093 37.14 0.0237
2024-08-09 2024-06-30 13F COMFORT SYSTEMS USA COM 199908104 700,199 -168,289 -19.38 212,993 -22.82 0.0187
2024-05-13 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 868,488 41,513 5.02 275,964 62.23 0.0255
2024-02-13 2023-12-31 13F COMFORT SYSTEMS USA COM 199908104 826,975 53,231 6.88 170,102 28.99 0.0178
2023-11-13 2023-09-30 13F COMFORT SYSTEMS USA COM 199908104 773,744 88,441 12.91 131,870 17.19 0.0157
2023-08-11 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 685,303 24,124 3.65 112,527 16.60 0.0132
2023-05-15 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 661,179 26,372 4.15 96,506 132,098.63 0.0125
2023-02-13 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 634,807 21,202 3.46 73 -99.88 0.0103
2022-11-14 2022-09-30 13F COMFORT SYSTEMS USA COM 199908104 613,605 11,400 1.89 59,722 19.27 0.0091
2022-08-12 2022-06-30 13F COMFORT SYSTEMS USA COM 199908104 602,205 -4,810 -0.79 50,073 -7.32 0.0073
2022-05-13 2022-03-31 13F COMFORT SYSTEMS USA COM 199908104 607,015 2,221 0.37 54,030 -9.71 0.0067
2022-02-11 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 604,794 3,941 0.66 59,838 39.64 0.0072
2021-11-12 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 600,853 601 0.10 42,852 -9.39 0.0058
2021-08-13 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 600,252 16,369 2.80 47,293 8.33 0.0065
2021-05-12 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 583,883 45,904 8.53 43,656 54.10 0.0067
2021-02-12 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 537,979 13,735 2.62 28,329 4.91 0.0048
2020-11-13 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 524,244 -1,168 -0.22 27,003 26.12 0.0053
2020-08-13 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 525,412 12,823 2.50 21,410 14.28 0.0046
2020-05-14 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 512,589 26,952 5.55 18,734 -22.62 0.0049
2020-02-20 2019-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 485,637 22,474 4.85 24,209 18.18 0.0051
2020-02-13 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 485,637 22,474 24,209 3,085.2248
2019-11-12 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 463,163 -28,467 -5.79 20,485 -18.28 0.0048
2019-08-14 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 491,630 43,423 9.69 25,067 6.75 0.0061
2019-05-14 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 448,207 37,804 9.21 23,481 31.00 0.0061
2019-03-06 2018-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 410,403 28,542 7.47 17,925 -16.77 0.0055
2019-02-13 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 410,403 28,542 17,925
2018-11-13 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 381,861 33,365 9.57 21,536 34.93 0.0061
2018-08-14 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 348,496 26,648 8.28 15,961 20.22 0.0049
2018-05-15 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 321,848 6,427 2.04 13,276 -3.57 0.0043
2018-02-13 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 315,421 8,550 2.79 13,768 25.68 0.0047
2017-11-14 2017-09-30 13F COMFORT SYSTEMS USA COM 199908104 306,871 6,355 2.11 10,955 -1.74 0.0040
2017-08-14 2017-06-30 13F COMFORT SYSTEMS USA COM 199908104 300,516 17,659 6.24 11,149 7.55 0.0044
2017-06-21 2017-03-31 13F/A-1 COMFORT SYS USA INC COM COM 199908104 282,857 8,402 3.06 10,366 13.43 0.0043
2017-05-12 2017-03-31 13F COMFORT SYS USA INC COM COM 199908104 282,857 10,366
2017-02-14 2016-12-31 13F COMFORT SYS USA INC COM COM 199908104 274,455 18,382 7.18 9,139 21.77 0.0042
2016-11-10 2016-09-30 13F COMFORT SYS USA INC COM COM 199908104 256,073 7,943 3.20 7,505 -7.13 0.0038
2016-08-12 2016-06-30 13F COMFORT SYS USA INC COM COM 199908104 248,130 -4,449 -1.76 8,081 0.72 0.0044
2016-05-13 2016-03-31 13F COMFORT SYS USA INC COM COM 199908104 252,579 14,446 6.07 8,023 18.58 0.0043
2016-02-12 2015-12-31 13F COMFORT SYS USA INC COM COM 199908104 238,133 -4,367 -1.80 6,766 2.38 0.0039
2015-11-13 2015-09-30 13F COMFORT SYS USA INC COM COM 199908104 242,500 26,130 12.08 6,609 33.11 0.0040
2015-08-14 2015-06-30 13F COMFORT SYS USA INC COM COM 199908104 216,370 3,881 1.83 4,965 11.07 0.0028
2015-05-14 2015-03-31 13F COMFORT SYS USA INC COM COM 199908104 212,489 5,170 2.49 4,470 25.95 0.0026
2015-02-12 2014-12-31 13F COMFORT SYS USA INC COM COM 199908104 207,319 -50,888 -19.71 3,549 1.46 0.0021
2014-11-14 2014-09-30 13F COMFORT SYS USA INC COM COM 199908104 258,207 -4,472 -1.70 3,498 -15.71 0.0023
2014-08-13 2014-06-30 13F COMFORT SYS USA INC COM COM 199908104 262,679 8,144 3.20 4,150 7.01 0.0027
2014-05-14 2014-03-31 13F COMFORT SYS USA INC COM COM 199908104 254,535 4,776 1.91 3,878 -19.89 0.0026
2014-02-14 2013-12-31 13F COMFORT SYS USA INC COM COM 199908104 249,759 78,051 45.46 4,841 67.74 0.0034
2013-11-14 2013-09-30 13F COMFORT SYS USA INC COM COM 199908104 171,708 9,317 5.74 2,886 19.11 0.0023
2013-08-14 2013-06-30 13F COMFORT SYS USA INC COM COM 199908104 162,391 162,391 2,423 0.0021
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.