Comfort Systems USA (FIX) Institutional Ownership

$302.00
-9.40 (-3.02%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Comfort Systems USA (NYSE:FIX)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$1.03B
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FIX Institutional Buying and Selling by Quarter

Comfort Systems USA Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024BayBridge Capital Group LLC1,973$583K0.5%-6.6%0.006%
4/26/2024Securian Asset Management Inc.2,914$926K0.0%-3.3%0.008%
4/26/2024UMB Bank n.a.1,951$620K0.0%-5.6%0.005%
4/26/2024Yousif Capital Management LLC16,292$5.18M0.1%-4.5%0.046%
4/26/2024Verdence Capital Advisors LLC787$250K0.0%N/A0.002%
4/26/2024Robeco Schweiz AG2,500$794K0.0%N/A0.007%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 7,395$2.35M0.0%-6.2%0.021%
4/25/2024Aubrey Capital Management Ltd20,000$6.35M2.2%+2.0%0.056%
4/25/2024 Freedom Day Solutions LLC8,552$2.72M1.0%+1.2%0.024%
4/24/2024 V Square Quantitative Management LLC79$25K0.0%N/A0.000%
4/24/2024 HMS Capital Management LLC1,907$606K0.3%+6.4%0.005%
4/24/2024 Spire Wealth Management850$270K0.0%+183.3%0.002%
4/24/2024 Assenagon Asset Management S.A.3,121$992K0.0%-95.1%0.009%
4/23/2024 Origin Asset Management LLP650$207K0.1%N/A0.002%
4/23/2024 Amalgamated Bank18,663$5.93M0.1%-17.8%0.052%
4/23/2024 Fifth Third Bancorp2,187$695K0.0%-10.4%0.006%
4/23/2024 Strategic Blueprint LLC708$225K0.0%N/A0.002%
4/23/2024 KLR Investment Advisors LLC1,268$374K0.3%-36.3%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.4,837$1.54M0.0%-1.2%0.014%
4/22/2024 PFG Investments LLC6,385$2.03M0.1%N/A0.018%
4/22/2024 Raymond James & Associates52,876$16.80M0.0%-18.6%0.148%
4/22/2024 Edge Financial Advisors LLC1,101$350K0.3%N/A0.003%
4/19/2024 Norden Group LLC50,545$16.06M0.2%+1,143.4%0.142%
4/19/2024 Lifestyle Asset Management Inc.1,010$321K0.2%-6.2%0.003%
4/18/2024 State of Michigan Retirement System8,700$2.76M0.0%+1.2%0.024%
4/18/2024 Allspring Global Investments Holdings LLC94,617$30.06M0.0%-9.2%0.265%
4/18/2024 Congress Wealth Management LLC DE 53,081$16.87M0.3%-6.8%0.149%
4/18/2024 Diversified Trust Co6,294$2M0.1%+4.4%0.018%
4/16/2024 Artemis Investment Management LLP160,610$51.01M0.6%-7.4%0.450%
4/16/2024 Hennessy Advisors Inc.173,800$55.22M2.3%+18.6%0.487%
4/15/2024 Sunbelt Securities Inc.287$91K0.0%+2,107.7%0.001%
4/15/2024 Kingswood Wealth Advisors LLC2,826$898K0.1%N/A0.008%
4/15/2024 Counterpoint Mutual Funds LLC821$261K0.1%N/A0.002%
4/12/2024 Central Valley Advisors LLC784$249K0.1%N/A0.002%
4/12/2024 Bridge City Capital LLC23,818$7.57M2.8%-27.5%0.067%
4/12/2024 Anderson Hoagland & Co.15,489$4.71M0.5%-9.4%0.043%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID79,245$25.18M1.4%+1.2%0.222%
4/11/2024 Sanders Morris Harris LLC1,500$477K0.1%N/A0.004%
4/11/2024 Congress Asset Management Co. MA271,323$86.20M0.6%+3.4%0.760%
4/11/2024 Optimum Investment Advisors4,244$1.35M0.6%-2.3%0.012%
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4/11/2024 BTC Capital Management Inc.1,610$512K0.0%N/A0.005%
4/10/2024 Park Avenue Securities LLC5,183$1.65M0.0%-14.1%0.015%
4/9/2024 Rise Advisors LLC138$44K0.0%N/A0.000%
4/5/2024 First Hawaiian Bank1,098$349K0.0%-24.5%0.003%
4/5/2024 Los Angeles Capital Management LLC33,916$10.78M0.0%-2.3%0.095%
4/1/2024 Canandaigua National Bank & Trust Co.1,150$365K0.1%-4.6%0.003%
3/29/2024Kapitalo Investimentos Ltda1,292$266K0.1%N/A0.004%
3/26/2024HighPoint Advisor Group LLC2,110$434K0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.7,436$1.53M0.0%-11.8%0.021%
3/14/2024 Hennessy Advisors Inc.146,600$30.15M1.5%N/A0.411%
3/11/2024Vanguard Group Inc.3,914,102$805.01M0.0%-8.5%10.970%
3/5/2024Greenwood Capital Associates LLC6,768$1.39M0.2%-2.8%0.019%
3/5/2024Wellington Management Group LLP257,676$53.00M0.0%-17.0%0.722%
3/4/2024 Congress Asset Management Co. MA262,434$53.98M0.4%+3.3%0.736%
3/1/2024Goldman Sachs Group Inc.269,068$55.34M0.0%+73.6%0.754%
2/28/2024American International Group Inc.65,559$13.48M0.1%+237.0%0.184%
2/26/2024Teachers Retirement System of The State of Kentucky19,716$4.06M0.0%+3.0%0.055%
2/23/2024Cim LLC2,554$525K0.1%N/A0.007%
2/20/2024Hiddenite Capital Partners LP10,350$2.13M1.3%-25.0%0.029%
2/15/2024Blue Grotto Capital LLC85,819$17.65M3.9%N/A0.240%
2/14/2024Personal CFO Solutions LLC1,009$208K0.0%N/A0.003%
2/14/2024Westwood Holdings Group Inc.151,989$31.26M0.3%-54.4%0.426%
2/14/2024Third Avenue Management LLC19,434$4.00M0.7%-24.4%0.054%
2/14/2024Prudential PLC32,030$6.59M0.1%N/A0.090%
2/13/2024First National Bank of Omaha4,040$831K0.1%-22.8%0.011%
2/13/2024American International Group Inc.65,559$13.48M0.1%+237.0%0.184%
2/13/2024Homestead Advisers Corp41,988$8.64M0.2%-13.6%0.118%
2/13/2024Public Employees Retirement Association of Colorado138,690$28.52M0.1%-84.1%0.388%
2/13/2024Tower Research Capital LLC TRC 8,209$1.69M0.0%+138.9%0.023%
2/13/2024Capital World Investors1,701,855$350.02M0.1%-3.6%4.764%
2/13/2024Capital Research Global Investors256,244$52.70M0.0%-14.2%0.717%
2/13/2024First Trust Advisors LP183,317$37.70M0.0%+27.0%0.513%
2/13/2024Nicholas Company Inc.33,626$6.92M0.1%-3.2%0.094%
2/13/2024RK Capital Management LLC98,125$20.18M4.3%+9.4%0.275%
2/13/2024Premier Fund Managers Ltd32,638$6.74M0.3%-28.5%0.091%
2/13/2024KBC Group NV786$162K0.0%-70.8%0.002%
2/13/2024California State Teachers Retirement System37,744$7.76M0.0%-4.3%0.106%
2/12/2024Eagle Asset Management Inc.23,701$4.88M0.0%N/A0.066%
2/12/2024Scotia Capital Inc.1,000$206K0.0%-49.2%0.003%
2/12/2024Harvest Investment Services LLC2,484$511K0.2%N/A0.007%
2/12/2024TFO Wealth Partners LLC1,626$334K0.0%+81,200.0%0.005%
2/12/2024Allianz Asset Management GmbH16,553$3.40M0.0%-1.9%0.046%
2/12/2024Hilltop Holdings Inc.16,175$3.33M0.4%-7.7%0.045%
2/12/2024Hsbc Holdings PLC11,906$2.46M0.0%-32.6%0.033%
2/9/2024Westfield Capital Management Co. LP426,570$87.73M0.5%N/A1.194%
2/9/2024 Congress Wealth Management LLC DE 56,962$11.72M0.2%-11.8%0.159%
2/9/2024Orion Portfolio Solutions LLC23,877$4.75M0.1%-10.0%0.067%
2/9/2024BayBridge Capital Group LLC2,113$430K0.4%N/A0.006%
2/9/2024AXS Investments LLC4,380$901K0.2%+192.0%0.012%
2/9/2024US Bancorp DE7,372$1.52M0.0%-16.1%0.021%
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2/9/2024WBI Investments LLC24,378$5.01M1.0%N/A0.068%
2/9/2024Aigen Investment Management LP1,195$246K0.0%-49.2%0.003%
2/9/2024GW&K Investment Management LLC388,976$80M0.7%-3.8%1.089%
2/9/2024Renaissance Group LLC12,823$2.64M0.1%+6.4%0.036%
2/9/2024Quest Partners LLC389$80K0.0%N/A0.001%
2/9/2024Trexquant Investment LP11,408$2.35M0.1%+36.7%0.032%
2/9/2024Wells Fargo & Company MN63,509$13.06M0.0%-16.0%0.178%
2/9/2024Coldstream Capital Management Inc.2,336$480K0.0%+90.4%0.007%
2/9/2024PNC Financial Services Group Inc.7,436$1.53M0.0%-11.8%0.021%
2/9/2024BI Asset Management Fondsmaeglerselskab A S368$76K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

FIX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIX shares?

During the previous two years, 384 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were BlackRock Inc. ($1.02B), Vanguard Group Inc. ($805.01M), Capital World Investors ($350.02M), Comerica Bank ($277.60M), Baillie Gifford & Co. ($235.76M), Invesco Ltd. ($224.46M), and Dimensional Fund Advisors LP ($185.02M).Learn more on FIX's institutional investors.

What percentage of Comfort Systems USA stock is owned by institutional investors?

96.51% of Comfort Systems USA stock is owned by institutional investors. Learn more on FIX's institutional investor holdings.

Which institutional investors have been buying Comfort Systems USA stock?

Of the 326 institutional investors that purchased Comfort Systems USA stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($1.19M), Premier Fund Managers Ltd ($611.00K), Westfield Capital Management Co. LP ($426.57K), FMR LLC ($404.18K), Norges Bank ($395.29K), Lord Abbett & CO. LLC ($332.48K), and Victory Capital Management Inc. ($325.14K).

How much institutional buying is happening at Comfort Systems USA?

Institutional investors have bought a total of 9,340,650 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Which Comfort Systems USA major shareholders have been selling company stock?

Of the 226 institutional investors that sold Comfort Systems USA stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: River Road Asset Management LLC ($1.26M), Public Employees Retirement Association of Colorado ($849.15K), Victory Capital Management Inc. ($810.81K), Brown Advisory Inc. ($603.53K), Capital World Investors ($414.74K), Dimensional Fund Advisors LP ($401.28K), and Vanguard Group Inc. ($363.57K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 9,525,739 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


This page (NYSE:FIX) was last updated on 4/27/2024 by MarketBeat.com Staff

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