FMR LLC increases reported holdings in Comfort Systems USA (NYSE: FIX) to 4.1%
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
FMR LLC amends a Schedule 13G to report beneficial ownership of Comfort Systems USA Inc. common stock. The filing states FMR LLC beneficially owns 1,449,518.09 shares, representing 4.1% of the class, with sole dispositive power over 1,449,518.09 shares and sole voting power over 1,436,743.65 shares as shown on the cover. The filing identifies Abigail P. Johnson in a related capacity and references an attached Exhibit 99 and a power of attorney incorporated by reference.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 1,449,518.09 shares
Percent of class: 4.1%
Sole voting power: 1,436,743.65 shares
+2 more
5 metrics
Beneficial ownership
1,449,518.09 shares
reported on Schedule 13G/A
Percent of class
4.1%
as reported on cover (03/31/2026)
Sole voting power
1,436,743.65 shares
cover page voting power
Sole dispositive power
1,449,518.09 shares
cover page dispositive power
Report type
Schedule 13G/A (Amendment No. 1)
filing header
Key Terms
Schedule 13G/A, beneficially owned, dispositive power, 13d-1(k)(1) agreement
4 terms
Schedule 13G/A regulatory
"Amendment No. 1 ) COMFORT SYSTEMS USA INC COMMON STOCK"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 1449518.09"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power regulatory
"7 | Sole Dispositive Power 1,449,518.09"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
13d-1(k)(1) agreement regulatory
"Please see Exhibit 99 for 13d-1(k) (1) agreement."
FAQ
What stake does FMR LLC report in Comfort Systems USA (FIX)?
FMR LLC reports beneficial ownership of 1,449,518.09 shares, or 4.1%. The filing lists both voting and dispositive power amounts and is submitted as an amendment to a Schedule 13G.
As of what date are the ownership figures reported for FIX?
The cover indicates a report date of 03/31/2026. The Schedule 13G/A lists the share counts and percentages in the cover and Item 4 ownership section tied to that reporting date.
Is there additional documentation referenced in the FIX filing?
Yes—Exhibit 99 and a power of attorney are referenced. The signature block references a Power of Attorney effective April 13, 2026, and Exhibit 99 for a 13d-1(k)(1) agreement.