COMFORT SYS USA INC (FIX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$222.1M

Reported value

0.0%

Calls

0.0%

Puts

-1,304

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Artemis Investment Management LLP	$107.4M	64,919	0.94%	14q	+232.0%+$75.0M
ZEVENBERGEN CAPITAL INVESTMENTS LLC	$50.5M	30,515	1.15%	2q	+111.7%+$26.6M
CONGRESS ASSET MANAGEMENT CO	$15.5M	9,376	0.10%	19q	-63.5%-$27.0M
Monument Capital Management	$9.5M	5,723	1.97%	6q	-1.3%-$120.7K
Insight Wealth Strategies, LLC	$6.7M	4,074	0.67%	7q	-12.1%-$929.6K
ARGENT CAPITAL MANAGEMENT LLC	$5.3M	3,205	0.17%	8q	-16.5%-$1.1M
Farther Finance Advisors, LLC	$4.8M	2,897	0.03%	12q	-27.2%-$1.8M
Venture Visionary Partners LLC	$3.5M	2,101	0.09%	6q	-2.8%-$99.3K
GAMMA Investing LLC	$2.4M	1,439	0.08%	12q	HELD
FIRST FINANCIAL BANK - TRUST DIVISION	$2.0M	1,204	0.14%	2q	HELD
Wedmont Private Capital	$1.5M	895	0.04%	6q	+36.2%+$406.2K
Cadent Capital Advisors, LLC	$1.4M	834	0.30%	2q	-18.1%-$304.4K
Central Pacific Bank - Trust Division	$1.2M	714	0.12%	4q	-22.1%-$335.8K
Mirador Capital Partners LP	$1.0M	612	0.12%	4q	+15.7%+$137.2K
Apella Capital, LLC	$928.1K	533	0.01%	2q	+192.9%+$611.2K
Lake Hills Wealth Management, LLC	$794.0K	480	0.36%	3q	+14.0%+$97.6K
Galvin, Gaustad & Stein, LLC	$790.4K	477	0.06%	5q	HELD
RIVERSEDGE ADVISORS, LLC	$784.0K	474	0.10%	5q	+2.4%+$18.2K
Sound Income Strategies, LLC	$766.2K	449	0.03%	11q	+22.3%+$139.9K
PRIVATE CLIENT SERVICES, LLC	$594.6K	359	0.16%	10q	-43.6%-$460.5K
Everhart Financial Group, Inc.	$539.6K	326	0.03%	3q	+6.2%+$31.4K
LifeGoal Investments, LLC	$519.4K	314	0.16%	3q	+1.9%+$9.9K
Valeo Financial Advisors, LLC	$492.9K	298	0.01%	3q	+17.3%+$72.8K
Vann Equity Management LLC	$476.6K	288	0.28%	2q	-32.7%-$231.7K
David J Yvars Group	$397.0K	240	0.18%	3q	HELD
Avidian Wealth Enterprises, LLC	$357.5K	216	0.01%	new	NEW
ARMSTRONG ADVISORY GROUP, INC	$345.7K	209	0.02%	6q	-42.6%-$256.4K
Versant Capital Management, Inc	$303.0K	183	0.03%	14q	+3.4%+$9.9K
City Center Advisors, LLC	$274.6K	166	0.21%	3q	-10.3%-$31.4K
MassMutual Private Wealth & Trust, FSB	$244.8K	148	0.01%	18q	-17.3%-$51.3K
Cooper Financial Group	$218.3K	132	0.02%	3q	+3.9%+$8.3K
CoreCap Advisors, LLC	$181.9K	110	0.01%	9q	+41.0%+$52.9K
Byrne Asset Management LLC	$143.2K	85	0.08%	12q	-8.6%-$13.5K
STEPH & CO	$84.4K	51	0.02%	2q	+18.6%+$13.2K
GoalVest Advisory LLC	$83.3K	46,892	0.01%	3q	+213045.5%+$83.2K
EASTERN BANK	$82.7K	50	0.00%	2q	HELD
TOTH FINANCIAL ADVISORY CORP	$61.2K	37	0.01%	5q	HELD
AMERICAN NATIONAL BANK & TRUST	$43.0K	26	0.00%	7q	+13.0%+$5.0K
GLYNN CAPITAL MANAGEMENT LLC	$31.4K	19	0.01%	2q	+58.3%+$11.6K
Mn Services Vermogensbeheer B.V.	$17.0K	10,300	0.13%	2q	+1.0%
BURKETT FINANCIAL SERVICES, LLC	$16.5K	10	0.00%	new	NEW
Marquette Asset Management, LLC	$13.2K	8	0.00%	5q	HELD
Bullock Wealth Management Group	$6.7K	4	0.00%	2q	HELD
ELEVATION WEALTH PARTNERS, LLC	$6.6K	4	0.00%	3q	-33.3%-$3.3K
GK Wealth Management LLC	$5.7K	3	0.00%	new	NEW
MJT & Associates Financial Advisory Group, Inc.	$5.0K	3	0.00%	7q	+200.0%+$3.3K
Westwind Capital	$1.7K	1,027	0.40%	3q	+8.4%
Retirement Wealth Solutions LLC	$1.7K	1	0.00%	5q	-80.0%-$6.6K
Horrell Capital Management, Inc.	$1.7K	1	0.00%	new	NEW
Trust Co	$1.7K	1	0.00%	4q	HELD
Davis Capital Management	$1.7K	1	0.00%	new	NEW
Noble Wealth Management PBC	$1.7K	1	0.00%	new	NEW
CX Institutional	$243	147	0.01%	4q	+177.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

Date	Insider	Role	Side	Shares	Value
2026-05-05	Lane Brian E.	CHIEF EXECUTIVE OFF.	Sold	11,113	$21.9M
2026-06-24	MYERS FRANKLIN	Director	Sold	6,700	$13.1M
2026-05-07	MYERS FRANKLIN	Director	Sold	4,500	$8.6M
2026-05-08	GEORGE WILLIAM III	CHIEF FINANCIAL OFFICER	Sold	4,000	$7.8M
2026-08-11	MYERS FRANKLIN	Director	Sold	4,000	$6.8M
2026-08-10	MYERS FRANKLIN	Director	Sold	3,500	$5.9M
2026-08-17	GEORGE WILLIAM III	CHIEF FINANCIAL OFFICER	Sold	2,554	$4.7M
2026-04-29	SANDBROOK WILLIAM J	Director	Sold	1,500	$2.6M
2026-05-11	Shaeff Julie	CHIEF ACCOUNTING OFFICER	Sold	1,123	$2.2M
2026-05-11	GEORGE WILLIAM III	CHIEF FINANCIAL OFFICER	Sold	1,000	$2.0M
2026-04-30	Mercado, Pablo G.	Director	Sold	500	$889.9K
2026-05-27	Hardy Rhoman J	Director	Sold	342	$649.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q3 2026	49	$222.1M	134,215	6	18	16	0.0%
Q2 2026	1,353	$71.8B	34,795,166	238	492	474	4.2%
Q1 2026	1,201	$46.6B	32,771,470	229	435	381	3.4%
Q4 2025	1,046	$32.1B	33,720,393	216	345	329	1.8%
Q3 2025	889	$28.6B	34,284,906	206	272	297	1.3%
Q2 2025	757	$18.3B	33,910,501	175	254	220	0.8%
Q1 2025	635	$11.1B	34,079,716	97	263	192	1.0%
Q4 2024	668	$14.5B	33,965,172	100	215	226	0.8%
Q3 2024	594	$13.2B	33,521,517	103	196	206	1.1%
Q2 2024	555	$10.7B	34,995,671	103	165	202	0.8%
Q1 2024	506	$11.6B	36,255,894	100	119	217	1.2%
Q4 2023	447	$7.5B	36,167,036	78	126	176	0.3%
Q3 2023	400	$6.0B	35,228,261	46	126	166	0.4%
Q2 2023	377	$5.7B	34,499,659	58	114	144	0.3%
Q1 2023	348	$5.1B	35,360,847	53	120	127	0.1%
Q4 2022	337	$4.0B	34,514,507	57	101	122	0.1%
Q3 2022	295	$3.4B	34,859,846	39	96	109	0.1%
Q2 2022	275	$2.9B	34,505,717	29	75	115	0.2%
Q1 2022	277	$3.1B	34,734,145	26	97	92	0.1%
Q4 2021	290	$3.4B	34,239,344	37	77	97	0.3%
Q3 2021	268	$2.4B	33,647,286	23	83	89	0.2%
Q2 2021	281	$2.7B	33,632,363	47	83	104	0.1%
Q1 2021	249	$2.6B	34,067,552	36	63	99	0.2%
Q4 2020	245	$1.8B	34,720,633	36	67	95	0.2%
Q3 2020	230	$1.8B	33,931,942	42	61	91	0.2%
Q2 2020	213	$1.4B	34,880,278	29	71	80	0.0%
Q1 2020	216	$1.3B	34,490,175	30	75	66	0.1%
Q4 2019	234	$1.8B	35,319,168	37	66	88	0.2%
Q3 2019	219	$1.6B	35,132,887	25	72	79	0.1%
Q2 2019	240	$1.8B	34,562,117	24	80	84	0.1%
Q1 2019	257	$1.8B	34,827,037	33	81	95	0.2%
Q4 2018	248	$1.6B	35,413,737	6	3	5	0.3%