Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionZacks Investment Management
Latest Disclosed Ownership5,767 shares
Latest Disclosed Value $ 7,952,280
Zacks Investment Management reports 11.98% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 5,767 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $7,952,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,552 shares of Comfort Systems USA, Inc.. This represents a change in shares of -11.98% 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.

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)
2026-05-14 2026-03-31 13F COMFORT SYS USA COM 199908104 5,767 -785 -11.98 7,952 30.04 0.0441
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 6,552 -6,459 -49.64 6,115 -43.05 0.0480
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 13,011 -219 -1.66 10,737 51.35 0.0855
2025-08-12 2025-06-30 13F COMFORT SYS USA COM 199908104 13,230 5,320 67.26 7,094 178.31 0.0607
2025-05-14 2025-03-31 13F COMFORT SYS USA COM 199908104 7,910 -72 -0.90 2,550 -24.67 0.0238
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 7,982 -668 -7.72 3,385 0.24 0.0313
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 8,650 1,795 26.19 3,376 62.00 0.0293
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 6,855 6,855 2,085 0.0235
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 0 -27,364 -100.00 0 -100.00
2020-05-15 2020-03-31 13F COMFORT SYS USA COM 199908104 27,364 -467 -1.68 1,000 -27.90 0.0245
2020-02-14 2019-12-31 13F COMFORT SYS USA COM 199908104 27,831 27,831 1,387 0.0260
2019-11-14 2019-09-30 13F COMFORT SYS USA COM 199908104 0 -58,898 -100.00 0 -100.00
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 58,898 -9,555 -13.96 3,003 -16.26 0.0616
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 68,453 -4,214 -5.80 3,586 12.98 0.0769
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 72,667 -12,795 -14.97 3,174 -34.15 0.0765
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 85,462 24,028 39.11 4,820 71.29 0.1006
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 61,434 61,434 2,814 0.0612
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 0 -42,835 -100.00 0 -100.00
2017-05-15 2017-03-31 13F COMFORT SYS USA COM 199908104 42,835 2,059 5.05 1,570 15.61 0.0399
2017-02-13 2016-12-31 13F COMFORT SYS USA COM 199908104 40,776 -565 -1.37 1,358 12.05 0.0390
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 41,341 -10,845 -20.78 1,212 -28.71 0.0343
2016-08-15 2016-06-30 13F COMFORT SYS USA COM 199908104 52,186 2,120 4.23 1,700 6.85 0.0518
2016-05-12 2016-03-31 13F COMFORT SYS USA COM 199908104 50,066 15,188 43.55 1,591 60.54 0.0505
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 34,878 7,431 27.07 991 32.49 0.0324
2015-11-12 2015-09-30 13F COMFORT SYS USA COM 199908104 27,447 9,763 55.21 748 84.24 0.0261
2015-08-12 2015-06-30 13F COMFORT SYS USA COM 199908104 17,684 -2,741 -13.42 406 2.53 0.0129
2014-02-13 2013-12-31 13F COMFORT SYS USA COM 199908104 20,425 2,324 12.84 396 30.26 0.0156
2013-11-14 2013-09-30 13F/A-1 COMFORT SYS USA COM 199908104 18,101 -633 -3.38 304 8.57 0.0131
2013-11-13 2013-09-30 13F COMFORT SYS USA COM 199908104 18,101 304
2013-08-13 2013-06-30 13F COMFORT SYS USA COM 199908104 18,734 18,734 280 0.0129
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.