Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership78,352 shares
Latest Disclosed Value $ 108,046,959
Envestnet Asset Management Inc reports 17.98% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 78,352 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $108,046,959 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 66,412 shares of Comfort Systems USA, Inc.. This represents a change in shares of 17.98% 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)
2026-05-04 2026-03-31 13F COMFORT SYS USA COM 199908104 78,352 11,940 17.98 108,047 74.32 0.0289
2026-02-10 2025-12-31 13F COMFORT SYS USA COM 199908104 66,412 -19,418 -22.62 61,981 -12.49 0.0184
2025-11-05 2025-09-30 13F COMFORT SYS USA COM 199908104 85,830 4,765 5.88 70,825 62.94 0.0204
2025-08-01 2025-06-30 13F COMFORT SYS USA COM 199908104 81,065 7,022 9.48 43,468 82.13 0.0127
2025-04-29 2025-03-31 13F COMFORT SYS USA COM 199908104 74,043 -3,889 -4.99 23,866 -27.78 0.0077
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 77,932 -10,704 -12.08 33,048 -4.49 0.0106
2024-11-07 2024-09-30 13F COMFORT SYS USA COM 199908104 88,636 10,526 13.48 34,599 45.66 0.0112
2024-08-08 2024-06-30 13F COMFORT SYS USA COM 199908104 78,110 -24,546 -23.91 23,755 -27.17 0.0083
2024-05-13 2024-03-31 13F COMFORT SYS USA COM 199908104 102,656 -19,329 -15.85 32,615 30.00 0.0122
2024-02-13 2023-12-31 13F COMFORT SYS USA COM 199908104 121,985 190 0.16 25,089 20.88 0.0104
2023-11-13 2023-09-30 13F COMFORT SYS USA COM 199908104 121,795 29,747 32.32 20,755 37.32 0.0095
2023-08-04 2023-06-30 13F COMFORT SYS USA COM 199908104 92,048 -218,671 -70.38 15,114 8.67 0.0067
2023-05-11 2023-03-31 13F COMFORT SYS USA COM 199908104 310,719 212,127 215.16 13,909 22.59 0.0067
2023-02-07 2022-12-31 13F COMFORT SYS USA COM 199908104 98,592 -5,985 -5.72 11,346 11.47 0.0059
2022-11-10 2022-09-30 13F COMFORT SYS USA COM 199908104 104,577 4,283 4.27 10,178 22.05 0.0058
2022-08-03 2022-06-30 13F COMFORT SYS USA COM 199908104 100,294 -441 -0.44 8,339 -6.99 0.0047
2022-05-04 2022-03-31 13F COMFORT SYS USA COM 199908104 100,735 8,484 9.20 8,966 -1.76 0.0045
2022-02-04 2021-12-31 13F COMFORT SYS USA COM 199908104 92,251 14,138 18.10 9,127 63.83 0.0045
2021-10-07 2021-09-30 13F COMFORT SYS USA COM 199908104 78,113 10,901 16.22 5,571 5.19 0.0031
2021-08-04 2021-06-30 13F COMFORT SYS USA COM 199908104 67,212 29,263 77.11 5,296 86.68 0.0030
2021-05-04 2021-03-31 13F COMFORT SYS USA COM 199908104 37,949 2,666 7.56 2,837 52.69 0.0018
2021-02-02 2020-12-31 13F COMFORT SYS USA COM 199908104 35,283 -9,909 -21.93 1,858 -20.19 0.0014
2020-10-09 2020-09-30 13F COMFORT SYS USA COM 199908104 45,192 -2,329 -4.90 2,328 20.25 0.0021
2020-07-08 2020-06-30 13F COMFORT SYS USA COM 199908104 47,521 -45,508 -48.92 1,936 -43.06 0.0019
2020-04-23 2020-03-31 13F COMFORT SYS USA COM 199908104 93,029 33,940 57.44 3,400 15.41 0.0040
2020-02-11 2019-12-31 13F COMFORT SYS USA COM 199908104 59,089 2,950 5.25 2,946 18.65 0.0031
2019-10-17 2019-09-30 13F COMFORT SYS USA COM 199908104 56,139 1,510 2.76 2,483 -10.88 0.0027
2019-08-02 2019-06-30 13F COMFORT SYS USA COM 199908104 54,629 3,125 6.07 2,786 3.26 0.0035
2019-05-10 2019-03-31 13F COMFORT SYS USA COM 199908104 51,504 7,396 16.77 2,698 40.01 0.0037
2019-02-12 2018-12-31 13F COMFORT SYS USA COM 199908104 44,108 44,108 1,927 0.0030
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 0 -8,226 -100.00 0 -100.00
2018-08-10 2018-06-30 13F COMFORT SYS USA COM 199908104 8,226 -161 -1.92 377 8.02 0.0009
2018-05-09 2018-03-31 13F COMFORT SYS USA COM 199908104 8,387 358 4.46 349 -0.57 0.0010
2018-02-20 2017-12-31 13F COMFORT SYS USA COM 199908104 8,029 -30 -0.37 351 22.73 0.0008
2017-11-13 2017-09-30 13F COMFORT SYS USA COM 199908104 8,059 663 8.96 286 3.62 0.0007
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 7,396 809 12.28 276 14.05 0.0008
2017-05-09 2017-03-31 13F COMFORT SYS USA COM 199908104 6,587 404 6.53 242 16.91 0.0008
2017-02-14 2016-12-31 13F COMFORT SYS USA COM 199908104 6,183 -607 -8.94 207 4.02 0.0008
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 6,790 -1,983 -22.60 199 -30.42 0.0008
2016-08-15 2016-06-30 13F COMFORT SYS USA COM 199908104 8,773 -88 -0.99 286 1.42 0.0011
2016-05-16 2016-03-31 13F COMFORT SYS USA COM 199908104 8,861 865 10.82 282 24.23 0.0012
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 7,996 7,996 0.00 227 0.0010
2015-05-15 2015-03-31 13F Comfort Systems USA COM 199908104 0 -142 -100.00 0 -100.00
2015-02-12 2014-12-31 13F Comfort Systems USA COM 199908104 142 0 0.00 2 0.00 0.0000
2014-11-13 2014-09-30 13F Comfort Systems USA COM 199908104 142 -354 -71.37 2 -75.00 0.0000
2014-08-14 2014-06-30 13F * COMFORT SYS USA COM 199908104 496 496 8 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.