STOCK TITAN

Vanguard Portfolio Management reports 5.37% stake in Comfort Systems USA (NYSE: FIX)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Comfort Systems USA Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 1,891,176 shares of Common Stock, representing 5.37% of the class as reported.

The filing states Vanguard has sole dispositive power over 1,891,176 shares and sole voting power for 9,992 shares. The statement is signed on 04/29/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard Portfolio Management holds a 5.37% passive stake in Comfort Systems USA.

Vanguard reports beneficial ownership of 1,891,176 shares with sole dispositive power, indicating voting control is largely delegated across funds. The filing follows Schedule 13G passive-investor disclosure norms for institutional holdings.

Watch subsequent filings for increases above reporting thresholds or changes in voting power; timing tied to periodic amendments in SEC filings.

Beneficial ownership 1,891,176 shares Amount beneficially owned reported on Schedule 13G
Percent of class 5.37% Percent of class reported in Item 4(b)
Sole voting power 9,992 shares Sole power to vote reported in Item 4(c)(i)
Sole dispositive power 1,891,176 shares Sole power to dispose reported in Item 4(c)(iii)
Schedule 13G regulatory
"Name of form: SCHEDULE 13G (ownership disclosure)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership regulatory
"Amount beneficially owned: 1891176 (definition of holdings)"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1891176"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google





199908104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Portfolio Management report in FIX?

Vanguard reports beneficial ownership of 1,891,176 shares, equal to 5.37% of the class. This reflects holdings across Vanguard-managed funds and accounts for which Vanguard exercises dispositive power.

Does Vanguard control voting for the Comfort Systems shares (FIX)?

Vanguard reports sole voting power for 9,992 shares and sole dispositive power for 1,891,176 shares. Voting and dispositive powers are reported separately in the filing.

When was the Schedule 13G for FIX signed?

The filing is signed by Ashley Grim on 04/29/2026. The Schedule 13G discloses the position as of the reporting date and is dated by the signature provided.

Is Vanguard the only large holder reported in this filing for FIX?

The filing states no single other person's interest exceeds 5%. Vanguard reports holdings across multiple Vanguard funds and managed accounts under its dispositive authority.

What does 'sole dispositive power' mean in this FIX filing?

It means Vanguard has the right to direct the sale or transfer of 1,891,176 shares. The filing separates dispositive power from voting power to clarify control over transactions.