Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership153,779 shares
Latest Disclosed Value $ 212,059,710
Legal & General Group Plc reports 26.19% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 153,779 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $212,059,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 121,860 shares of Comfort Systems USA, Inc.. This represents a change in shares of 26.19% 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.

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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)
2026-05-08 2026-03-31 13F COMFORT SYS USA COM 199908104 153,779 31,919 26.19 212,060 86.46 0.0263
2026-02-09 2025-12-31 13F COMFORT SYS USA COM 199908104 121,860 60,315 98.00 113,731 123.94 0.0252
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 61,545 -2,733 -4.25 50,786 47.35 0.0114
2025-08-12 2025-06-30 13F COMFORT SYS USA COM 199908104 64,278 -1,406 -2.14 34,467 62.80 0.0086
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 65,684 3,237 5.18 21,172 -20.05 0.0058
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 62,447 -804 -1.27 26,481 7.25 0.0070
2025-02-28 2024-09-30 13F/A-2 COMFORT SYS USA COM 199908104 63,251 4,740 8.10 24,690 38.75 0.0065
2024-11-14 2024-09-30 13F/A-1 COMFORT SYS USA COM 199908104 67,098 5,221 26,192 0.0055
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 67,098 5,221 26,192 0.0028
2025-05-29 2024-06-30 13F/A-1 COMFORT SYS USA COM 199908104 58,511 -6,390 -9.85 17,794 -13.70 0.0050
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 61,877 -3,024 18,818 0.0042
2025-05-29 2024-03-31 13F/A-2 COMFORT SYS USA COM 199908104 64,901 -769 -1.17 20,620 52.67 0.0059
2024-07-01 2024-03-31 13F/A-1 COMFORT SYS USA COM 199908104 64,901 -769 20,620 0.0048
2024-05-14 2024-03-31 13F COMFORT SYS USA COM 199908104 62,401 -3,269 19,825 0.0024
2025-05-29 2023-12-31 13F/A-1 COMFORT SYS USA COM 199908104 65,670 -45,393 -40.87 13,506 -28.64 0.0042
2024-02-15 2023-12-31 13F COMFORT SYS USA COM 199908104 65,670 -45,393 13,506 0.0035
2023-11-14 2023-09-30 13F COMFORT SYS USA COM 199908104 111,063 -2,152 -1.90 18,926 1.81 0.0066
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 113,215 8,446 8.06 18,590 21.56 0.0060
2023-05-15 2023-03-31 13F COMFORT SYS USA COM 199908104 104,769 533 0.51 15,292 27.49 0.0055
2023-02-14 2022-12-31 13F COMFORT SYS USA COM 199908104 104,236 1,241 1.20 11,995 19.66 0.0046
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 102,995 203 0.20 10,024 17.27 0.0039
2022-08-22 2022-06-30 13F COMFORT SYS USA COM 199908104 102,792 812 0.80 8,548 -5.83 0.0030
2022-05-16 2022-03-31 13F COMFORT SYS USA COM 199908104 101,980 -831 -0.81 9,077 -10.76 0.0028
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 102,811 2,493 2.49 10,172 42.19 0.0031
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 100,318 7,251 7.79 7,154 -2.44 0.0023
2021-08-12 2021-06-30 13F COMFORT SYS USA COM 199908104 93,067 -23,242 -19.98 7,333 -15.68 0.0025
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 116,309 3,447 3.05 8,697 46.34 0.0032
2021-02-12 2020-12-31 13F COMFORT SYS USA COM 199908104 112,862 -590 -0.52 5,943 1.69 0.0023
2020-11-13 2020-09-30 13F COMFORT SYS USA COM 199908104 113,452 101 0.09 5,844 26.52 0.0026
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 113,351 6,177 5.76 4,619 17.89 0.0022
2020-05-14 2020-03-31 13F COMFORT SYS USA COM 199908104 107,174 1,043 0.98 3,918 -25.94 0.0023
2020-02-13 2019-12-31 13F COMFORT SYS USA COM 199908104 106,131 10,795 11.32 5,290 8.83 0.0025
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 95,336 -1,787 -1.84 4,861 -4.46 0.0026
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 97,123 9,076 10.31 5,088 32.95 0.0029
2019-02-15 2018-12-31 13F COMFORT SYS USA COM 199908104 88,047 110 0.13 3,827 -22.44 0.0030
2018-11-20 2018-09-30 13F COMFORT SYS USA COM 199908104 87,937 6,255 7.66 4,934 31.96 0.0035
2018-08-10 2018-06-30 13F COMFORT SYS USA COM 199908104 81,682 4,015 5.17 3,739 17.39 0.0029
2018-05-17 2018-03-31 13F COMFORT SYS USA COM 199908104 77,667 3,596 4.85 3,185 -1.52 0.0024
2018-02-13 2017-12-31 13F COMFORT SYS USA COM 199908104 74,071 126 0.17 3,234 22.55 0.0023
2017-11-09 2017-09-30 13F COMFORT SYS USA COM 199908104 73,945 457 0.62 2,639 -3.19 0.0020
2017-08-03 2017-06-30 13F COMFORT SYS USA COM 199908104 73,488 5,867 8.68 2,726 10.10 0.0022
2017-05-12 2017-03-31 13F COMFORT SYS USA COM 199908104 67,621 3,012 4.66 2,476 15.00 0.0021
2017-02-13 2016-12-31 13F COMFORT SYS USA COM 199908104 64,609 30,372 88.71 2,153 114.66 0.0020
2016-10-12 2016-09-30 13F COMFORT SYS USA COM 199908104 34,237 25,411 287.91 1,003 254.42 0.0010
2016-08-16 2016-06-30 13F COMFORT SYS USA COM 199908104 8,826 0 0.00 283 0.35 0.0003
2016-05-16 2016-03-31 13F COMFORT SYS USA COM 199908104 8,826 953 12.10 282 25.89 0.0003
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 7,873 0 0.00 224 6.16 0.0003
2015-11-13 2015-09-30 13F COMFORT SYS USA COM 199908104 7,873 1,202 18.02 211 37.01 0.0003
2015-07-31 2015-06-30 13F COMFORT SYS USA COM 199908104 6,671 0 0.00 154 10.00 0.0002
2015-05-14 2015-03-31 13F COMFORT SYS USA COM 199908104 6,671 1,183 21.56 140 47.37 0.0002
2015-02-20 2014-12-31 13F/A-1 COMFORT SYS USA COM 199908104 5,488 0 0.00 95 23.38 0.0001
2015-02-17 2014-12-31 13F COMFORT SYS USA COM 199908104 5,488 0 95 0.0001
2014-11-14 2014-09-30 13F COMFORT SYS USA COM 199908104 5,488 5,488 77 0.0001
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.