Comfort Systems USA, Inc.
US ˙ NYSE ˙ US1999081045

SecurityFIX / Comfort Systems USA, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership460,135 shares
Latest Disclosed Value $ 634,522,928
Morgan Stanley reports 6.59% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 460,135 shares of Comfort Systems USA, Inc. (US:FIX) valued at $634,521,564 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 431,673 shares of Comfort Systems USA, Inc.. This represents a change in shares of 6.59% during the quarter. The current value of the position is $851,268,155 USD.

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)
2026-05-15 2026-03-31 13F COMFORT SYS USA COM 199908104 460,135 28,462 6.59 634,523 57.50 0.0382
2026-05-27 2025-12-31 13F/A-1 COMFORT SYS USA COM 199908104 431,673 86,013 24.88 402,878 41.24 0.0241
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 431,673 86,013 402,878 0.0241
2026-05-27 2025-09-30 13F/A-1 COMFORT SYS USA COM 199908104 345,660 13,590 4.09 285,234 60.19 0.0173
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 345,660 13,590 285,234 0.0173
2025-08-15 2025-06-30 13F COMFORT SYS USA COM 199908104 332,070 -42,009 -11.23 178,060 47.67 0.0116
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 374,079 44,860 13.63 120,578 -13.63 0.0086
2025-05-15 2024-12-31 13F/A-1 COMFORT SYS USA COM 199908104 329,219 13,857 4.39 139,610 13.41 0.0098
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 329,219 13,857 139,610 0.0098
2025-05-14 2024-09-30 13F/A-2 COMFORT SYS USA COM 199908104 315,362 -19,139 -5.72 123,102 21.01 0.0089
2025-02-14 2024-09-30 13F/A-1 COMFORT SYS USA COM 199908104 315,362 -19,139 123,102 0.0089
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 315,362 -19,139 123,102 0.0011
2025-05-14 2024-06-30 13F/A-2 COMFORT SYS USA COM 199908104 334,501 -20,695 -5.83 101,729 -9.85 0.0079
2024-10-17 2024-06-30 13F/A-1 COMFORT SYS USA COM 199908104 334,501 -20,695 101,729 0.0079
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 334,501 -20,695 101,729 0.0079
2024-10-17 2024-03-31 13F/A-2 COMFORT SYS USA COM 199908104 355,196 -50,613 -12.47 112,850 35.21 0.0091
2024-08-16 2024-03-31 13F/A-1 COMFORT SYS USA COM 199908104 355,196 -50,613 112,850 0.0011
2024-05-15 2024-03-31 13F COMFORT SYS USA COM 199908104 355,196 -50,613 112,850 0.0091
2024-08-16 2023-12-31 13F/A-1 COMFORT SYS USA COM 199908104 405,809 -42,078 -9.39 83,463 9.35 0.0074
2024-02-13 2023-12-31 13F COMFORT SYS USA COM 199908104 405,809 -42,078 83,463 0.0074
2023-11-15 2023-09-30 13F COMFORT SYS USA COM 199908104 447,887 43,773 10.83 76,325 15.02 0.0078
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 404,114 19,871 5.17 66,356 18.31 0.0065
2023-05-15 2023-03-31 13F COMFORT SYS USA COM 199908104 384,243 -253 -0.07 56,084 26.75 0.0060
2023-02-14 2022-12-31 13F COMFORT SYS USA COM 199908104 384,496 136,130 54.81 44,248 83.04 0.0050
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 248,366 29,379 13.42 24,174 32.77 0.0033
2022-10-27 2022-06-30 13F/A-1 COMFORT SYS USA COM 199908104 218,987 59,341 37.17 18,207 28.13 0.0024
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 218,987 59,341 18,207 0.0005
2022-10-27 2022-03-31 13F/A-1 COMFORT SYS USA COM 199908104 159,646 -124,501 -43.82 14,210 -49.46 0.0019
2022-05-13 2022-03-31 13F COMFORT SYS USA COM 199908104 159,646 -124,501 14,210 0.0019
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 284,147 64,971 29.64 28,114 79.85 0.0035
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 219,176 22,822 11.62 15,632 1.03 0.0021
2021-08-23 2021-06-30 13F/A-1 COMFORT SYS USA COM 199908104 196,354 -9,257 -4.50 15,472 0.64 0.0020
2021-08-16 2021-06-30 13F COMFORT SYS USA COM 199908104 196,354 -9,257 15,472 0.0004
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 205,611 -91,669 -30.84 15,373 -1.81 0.0023
2021-02-16 2020-12-31 13F COMFORT SYS USA COM 199908104 297,280 111,922 60.38 15,656 63.95 0.0024
2020-11-13 2020-09-30 13F COMFORT SYS USA COM 199908104 185,358 16,588 9.83 9,549 38.83 0.0018
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 168,770 -19,748 -10.48 6,878 -0.19 0.0015
2020-05-26 2020-03-31 13F/A-1 COMFORT SYS USA COM 199908104 188,518 -317,533 -62.75 6,891 -72.68 0.0019
2020-05-15 2020-03-31 13F COMFORT SYS USA COM 199908104 188,518 -317,533 6,891 529.3725
2020-02-14 2019-12-31 13F COMFORT SYS USA COM 199908104 506,051 362,637 252.86 25,227 297.71 0.0059
2019-11-14 2019-09-30 13F COMFORT SYS USA COM 199908104 143,414 -29,327 -16.98 6,343 -27.99 0.0017
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 172,741 156,214 945.20 8,808 918.27 0.0023
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 16,527 -436,695 -96.35 865 -95.63 0.0002
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 453,222 132,758 41.43 19,797 9.53 0.0059
2019-04-23 2018-09-30 13F/A-2 COMFORT SYS USA COM 199908104 320,464 57,462 21.85 18,075 50.06 0.0045
2018-11-20 2018-09-30 13F/A-1 COMFORT SYS USA COM 199908104 320,464 0 18,075 0.0045
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 320,464 57,462 18,075
2019-04-23 2018-06-30 13F/A-1 COMFORT SYS USA COM 199908104 263,002 51,080 24.10 12,045 37.78 0.0033
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 263,002 51,080 12,045
2019-04-23 2018-03-31 13F/A-1 COMFORT SYS USA COM 199908104 211,922 -44,644 -17.40 8,742 -21.95 0.0024
2018-05-14 2018-03-31 13F COMFORT SYS USA COM 199908104 211,922 -44,644 8,742
2019-04-23 2017-12-31 13F/A-1 COMFORT SYS USA COM 199908104 256,566 -34,689 -11.91 11,200 7.70 0.0031
2018-02-14 2017-12-31 13F COMFORT SYS USA COM 199908104 256,566 -34,689 11,200
2017-11-14 2017-09-30 13F COMFORT SYS USA COM 199908104 291,255 85,809 41.77 10,399 36.43 0.0031
2017-08-11 2017-06-30 13F COMFORT SYS USA COM 199908104 205,446 -52,951 -20.49 7,622 -19.51 0.0023
2017-05-22 2017-03-31 13F/A-1 COMFORT SYS USA COM 199908104 258,397 -11,522 -4.27 9,470 5.36 0.0029
2017-05-12 2017-03-31 13F COMFORT SYS USA COM 199908104 258,397 9,470
2017-02-22 2016-12-31 13F/A-1 COMFORT SYS USA COM 199908104 269,919 56,674 26.58 8,988 43.81 0.0029
2017-02-13 2016-12-31 13F COMFORT SYS USA COM 199908104 269,919 8,988
2016-11-10 2016-09-30 13F COMFORT SYS USA COM 199908104 213,245 -74,253 -25.83 6,250 -33.26 0.0021
2016-08-12 2016-06-30 13F COMFORT SYS USA COM 199908104 287,498 -79,747 -21.71 9,364 -19.74 0.0034
2016-05-12 2016-03-31 13F COMFORT SYS USA COM 199908104 367,245 -83,377 -18.50 11,667 -8.90 0.0045
2016-02-09 2015-12-31 13F COMFORT SYS USA COM 199908104 450,622 161,044 55.61 12,807 62.26 0.0046
2016-02-08 2015-09-30 13F/A-1 COMFORT SYS USA COM 199908104 289,578 -18,331 -5.95 7,893 11.69 0.0029
2015-11-09 2015-09-30 13F COMFORT SYS USA COM 199908104 289,578 7,893
2015-08-12 2015-06-30 13F COMFORT SYS USA COM 199908104 307,909 266,125 636.91 7,067 703.98 0.0024
2015-05-14 2015-03-31 13F COMFORT SYS USA COM 199908104 41,784 32,771 363.60 879 470.78 0.0003
2015-02-13 2014-12-31 13F COMFORT SYS USA COM 199908104 9,013 -67,246 -88.18 154 -85.09 0.0001
2014-12-16 2014-09-30 13F/A-1 COMFORT SYS USA COM 199908104 76,259 -65,546 -46.22 1,033 -53.88 0.0004
2014-11-14 2014-09-30 13F COMFORT SYS USA COM 199908104 76,259 1,033
2014-08-12 2014-06-30 13F COMFORT SYS USA COM 199908104 141,805 37,093 35.42 2,240 40.35 0.0038
2014-05-13 2014-03-31 13F COMFORT SYS USA COM 199908104 104,712 -193,990 -64.94 1,596 -72.44 0.0007
2014-02-13 2013-12-31 13F COMFORT SYS USA COM 199908104 298,702 114,087 61.80 5,792 86.72 0.0025
2013-11-13 2013-09-30 13F COMFORT SYS USA INC COM ST COM 199908104 184,615 25,487 16.02 3,102 30.67 0.0015
2013-08-08 2013-06-30 13F COMFORT SYS USA INC COM ST COM 199908104 159,128 159,128 2,374 0.0012
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.