Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership49,660 shares
Latest Disclosed Value $ 68,480,538
LPL Financial LLC reports 7.27% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 49,660 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $68,480,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 53,554 shares of Comfort Systems USA, Inc.. This represents a change in shares of -7.27% 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)
2026-05-06 2026-03-31 13F COMFORT SYS USA COM 199908104 49,660 -3,894 -7.27 68,481 37.01 0.0182
2026-02-11 2025-12-31 13F COMFORT SYS USA COM 199908104 53,554 -1,112 -2.03 49,981 10.80 0.0136
2025-11-12 2025-09-30 13F COMFORT SYS USA COM 199908104 54,666 28,603 109.75 45,109 222.78 0.0131
2025-08-12 2025-06-30 13F COMFORT SYS USA COM 199908104 26,063 2,543 10.81 13,975 84.34 0.0047
2025-05-07 2025-03-31 13F COMFORT SYS USA COM 199908104 23,520 922 4.08 7,581 -20.88 0.0029
2025-02-11 2024-12-31 13F COMFORT SYS USA COM 199908104 22,598 6,438 39.84 9,583 51.90 0.0039
2024-11-08 2024-09-30 13F COMFORT SYS USA COM 199908104 16,160 2,307 16.65 6,308 49.73 0.0028
2024-08-07 2024-06-30 13F COMFORT SYS USA COM 199908104 13,853 3,468 33.39 4,213 27.71 0.0021
2024-05-10 2024-03-31 13F COMFORT SYS USA COM 199908104 10,385 -4,776 -31.50 3,300 5.81 0.0018
2024-02-14 2023-12-31 13F COMFORT SYS USA COM 199908104 15,161 -3,635 -19.34 3,118 -2.65 0.0019
2023-11-13 2023-09-30 13F COMFORT SYS USA COM 199908104 18,796 1,579 9.17 3,203 13.30 0.0022
2023-07-31 2023-06-30 13F COMFORT SYS USA COM 199908104 17,217 1,883 12.28 2,827 26.32 0.0020
2023-05-10 2023-03-31 13F COMFORT SYS USA COM 199908104 15,334 5,383 54.10 2,238 95.46 0.0017
2023-02-07 2022-12-31 13F COMFORT SYS USA COM 199908104 9,951 2,990 42.95 1,145 68.88 0.0010
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 6,961 34 0.49 678 17.71 0.0007
2022-08-12 2022-06-30 13F COMFORT SYS USA COM 199908104 6,927 -145 -2.05 576 -8.43 0.0005
2022-05-16 2022-03-31 13F COMFORT SYS USA COM 199908104 7,072 217 3.17 629 -7.23 0.0005
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 6,855 1,891 38.09 678 91.53 0.0006
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 4,964 1,178 31.11 354 18.79 0.0003
2021-08-13 2021-06-30 13F COMFORT SYS USA COM 199908104 3,786 614 19.36 298 25.74 0.0003
2021-05-14 2021-03-31 13F COMFORT SYS USA COM 199908104 3,172 3,172 237 0.0003
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.