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Comfort Systems USA (FIX) Institutional Ownership

Comfort Systems USA logo
$844.36 +27.83 (+3.41%)
Closing price 10/8/2025 03:59 PM Eastern
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$851.81 +7.45 (+0.88%)
As of 05:06 AM Eastern
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Institutional Ownership Changes (13F Filings) for Comfort Systems USA (NYSE:FIX)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
578
Total
Institutional Inflows
(last 12 months)
$4.73B
Number of
Institutional Sellers
(last 12 months)
336
Total
Institutional Outflows
(last 12 months)
$2.53B
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FIX Institutional Buying and Selling by Quarter

Comfort Systems USA Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Ipswich Investment Management Co. Inc.519$428K0.1%N/A0.001%
10/8/2025Armstrong Advisory Group Inc.272$224K0.0%+2,620.0%0.001%
10/8/2025Wedmont Private Capital497$406K0.0%+3.8%0.001%
10/8/2025Balefire LLC571$471K0.1%+38.6%0.002%
10/7/2025 Canandaigua National Bank & Trust Co.246$203K0.0%-42.7%0.001%
10/7/2025 Assenagon Asset Management S.A.33,451$27.60M0.0%-45.5%0.095%
10/7/2025 Union Bancaire Privee UBP SA4,812$3.97M0.1%N/A0.014%
10/6/2025 Moody National Bank Trust Division5,746$4.74M0.4%+91.8%0.016%
10/6/2025 City Center Advisors LLC500$413K0.4%-21.5%0.001%
10/6/2025 Insight Wealth Strategies LLC7,788$6.43M0.8%-1.6%0.022%
10/6/2025 Venture Visionary Partners LLC6,740$5.56M0.2%+17.3%0.019%
10/3/2025 Aaron Wealth Advisors LLC257$212K0.0%N/A0.001%
10/2/2025 GAMMA Investing LLC1,116$921K0.1%+10.7%0.003%
9/26/2025Corient Private Wealth LLC1,658$889K0.0%+31.6%0.005%
9/24/2025Texas Permanent School Fund Corp37,796$20.27M0.2%-24.4%0.107%
9/4/2025Osaic Holdings Inc.8,373$4.47M0.0%-7.9%0.024%
9/3/2025American Trust390$209K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.2,105$1.13M0.1%-1.5%0.006%
8/27/2025Orion Porfolio Solutions LLC11,965$6.42M0.1%+1.3%0.034%
8/27/2025Munro Partners18,069$9.69M0.3%N/A0.051%
8/26/2025Thrivent Financial for Lutherans8,287$4.44M0.0%-0.4%0.023%
8/20/2025Thompson Davis & CO. Inc.3,025$1.62M0.8%+80.7%0.009%
8/19/2025B. Riley Wealth Advisors Inc.942$505K0.0%N/A0.003%
8/19/2025Advisory Services Network LLC3,162$1.70M0.0%+58.0%0.009%
8/19/2025Cim LLC8,359$4.48M0.6%+62.1%0.024%
8/19/2025Anchor Investment Management LLC59$32K0.0%-37.2%0.000%
8/19/2025State of Wyoming893$479K0.1%+27.9%0.003%
8/19/2025Pitcairn Co.1,347$722K0.0%-3.4%0.004%
8/18/2025Nomura Holdings Inc.1,053$565K0.0%N/A0.003%
8/18/2025Kestra Investment Management LLC4,990$2.68M0.1%+4.2%0.014%
8/16/2025Evergreen Capital Management LLC2,346$1.26M0.0%+8.2%0.007%
8/16/2025Headlands Technologies LLC111$60K0.0%-96.9%0.000%
8/15/2025CANADA LIFE ASSURANCE Co26,371$14.14M0.0%-5.4%0.075%
8/15/2025Tower Research Capital LLC TRC 1,436$770K0.0%-41.6%0.004%
8/15/2025Corient Private Wealth LLC1,677$899K0.0%+33.1%0.005%
8/15/2025Captrust Financial Advisors5,436$2.92M0.0%+70.2%0.015%
8/15/2025Monimus Capital Management LP2,015$1.08M0.8%-69.5%0.006%
8/15/2025Vident Advisory LLC525$282K0.0%N/A0.001%
8/15/2025Tidal Investments LLC8,536$4.58M0.0%-8.4%0.024%
8/15/2025Skye Global Management LP2,520$1.35M0.0%-50.0%0.007%
8/15/2025Royal London Asset Management Ltd.342,045$183.41M0.4%-0.7%0.970%
8/15/2025Rafferty Asset Management LLC614$329K0.0%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC11,965$6.42M0.0%+1.3%0.034%
8/15/2025MML Investors Services LLC7,048$3.78M0.0%+1.4%0.020%
8/15/2025Moore Capital Management LP12,372$6.63M0.1%N/A0.035%
8/15/2025Man Group plc74,305$39.84M0.1%-17.8%0.211%
8/15/2025Merewether Investment Management LP69,395$37.21M1.1%N/A0.197%
8/15/2025Lazard Asset Management LLC131,329$70.42M0.1%+37.2%0.372%
8/15/2025EP Wealth Advisors LLC579$311K0.0%N/A0.002%
8/15/2025Engineers Gate Manager LP7,924$4.25M0.1%-69.4%0.022%
8/15/2025Benjamin Edwards Inc.1,390$746K0.0%+8.4%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S16,213$8.69M0.1%-61.1%0.046%
8/15/2025BNP Paribas Financial Markets19,600$10.51M0.0%-61.8%0.056%
8/15/2025Bwcp LP38,796$20.80M3.4%N/A0.110%
8/15/2025Blue Grotto Capital LLC133,817$71.75M8.7%+33.8%0.379%
8/15/2025Brevan Howard Capital Management LP16,559$8.88M0.0%+39.4%0.047%
8/15/2025Balyasny Asset Management L.P.34,682$18.60M0.0%-20.4%0.098%
8/15/2025Bank of America Corp DE181,114$97.12M0.0%+39.3%0.513%
8/15/20254D Advisors LLC7,500$4.02M2.2%-25.0%0.021%
8/15/2025Ameriprise Financial Inc.179,421$96.21M0.0%+6.2%0.509%
8/15/2025AQR Capital Management LLC782,435$419.05M0.3%+47.5%2.218%
8/14/2025Connecticut Wealth Management LLC590$316K0.0%N/A0.002%
8/14/2025PDT Partners LLC10,125$5.43M0.3%+10.8%0.029%
8/14/2025California State Teachers Retirement System32,943$17.66M0.0%-0.1%0.093%
8/14/2025Raymond James Financial Inc.109,303$58.61M0.0%+22.3%0.310%
8/14/2025Worldquant Millennium Advisors LLC10,509$5.64M0.0%N/A0.030%
8/14/2025Canada Pension Plan Investment Board5,600$3.00M0.0%-82.4%0.016%
8/14/2025Third Point LLC185,000$99.20M1.3%N/A0.524%
8/14/2025Quantinno Capital Management LP4,240$2.27M0.0%+18.3%0.012%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.264$142K0.0%N/A0.001%
8/14/2025Diversify Wealth Management LLC6,588$3.53M0.2%+19.2%0.019%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main148,312$79.53M0.1%+1,189.1%0.420%
8/14/2025Diversify Advisory Services LLC1,888$1.01M0.0%+23.1%0.005%
8/14/2025Alliancebernstein L.P.271,383$145.52M0.0%-8.2%0.769%
8/14/2025Ieq Capital LLC53,769$28.83M0.2%+137.4%0.152%
8/14/2025Treasurer of the State of North Carolina28,046$15.04M0.0%+74.4%0.079%
8/14/2025The Manufacturers Life Insurance Company 21,225$11.38M0.0%-2.2%0.060%
8/14/2025Sei Investments Co.43,631$23.40M0.0%+69.2%0.124%
8/14/2025Nebula Research & Development LLC1,434$769K0.1%-56.6%0.004%
8/14/2025NewEdge Advisors LLC2,802$1.50M0.0%-17.9%0.008%
8/14/2025Night Squared LP5,598$3.00M1.3%N/A0.016%
8/14/2025Qube Research & Technologies Ltd100,137$53.69M0.1%-60.1%0.284%
8/14/2025AXA S.A.56,700$30.40M0.1%-8.7%0.161%
8/14/2025Lombard Odier Asset Management USA Corp573$307K0.0%N/A0.002%
8/14/2025State Street Corp1,073,777$575.77M0.0%-3.4%3.044%
8/14/2025Daiwa Securities Group Inc.2,050$1.10M0.0%-65.7%0.006%
8/14/2025L2 Asset Management LLC2,134$1.14M0.2%+16.3%0.006%
8/14/2025Transce3nd LLC192$104K0.0%+12.9%0.001%
8/14/2025Winslow Capital Management LLC29,070$15.59M0.1%N/A0.082%
8/14/2025WINTON GROUP Ltd1,057$567K0.0%N/A0.003%
8/14/2025Hood River Capital Management LLC243,385$130.51M1.8%+2.1%0.690%
8/14/2025California First Leasing Corp8,720$4.68M1.9%+10.9%0.025%
8/14/2025California Public Employees Retirement System62,896$33.73M0.0%+6.8%0.178%
8/14/2025Cerity Partners LLC27,102$14.53M0.0%+51.9%0.077%
8/14/2025Federated Hermes Inc.297,944$159.76M0.3%-0.7%0.845%
8/13/2025Cresset Asset Management LLC533$286K0.0%-58.1%0.002%
8/13/2025Diametric Capital LP1,243$667K0.4%N/A0.004%
8/13/2025Gateway Wealth Partners LLC673$361K0.1%N/A0.002%
8/13/2025Brown Advisory Inc.16,528$8.86M0.0%+2,271.3%0.047%
8/13/2025Amundi28,287$14.99M0.0%+14.0%0.080%
(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, 785 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were Vanguard Group Inc. ($2.02B), Capital World Investors ($910.49M), FMR LLC ($719.65M), State Street Corp ($575.77M), Invesco Ltd. ($531.30M), Westfield Capital Management Co. LP ($502.11M), and Geode Capital Management LLC ($440.76M).Learn more on Comfort Systems USA's institutional investors.

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

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

Which institutional investors have been buying Comfort Systems USA's stock?

Of the 692 institutional investors that purchased Comfort Systems USA's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.34M), Baillie Gifford & Co. ($1.19M), Jones Financial Companies Lllp ($833.00K), Westfield Capital Management Co. LP ($718.32K), AQR Capital Management LLC ($646.09K), Proficio Capital Partners LLC ($514.75K), and Capital World Investors ($451.85K).

How much institutional buying is happening at Comfort Systems USA?

Institutional investors have bought a total of 11,466,145 shares in the last 24 months. This purchase volume represents approximately $4.73B in transactions.

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

Of the 336 institutional investors that sold Comfort Systems USA's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($593.49K), Invesco Ltd. ($443.35K), Goldman Sachs Group Inc. ($302.28K), Alliancebernstein L.P. ($273.40K), Wellington Management Group LLP ($243.18K), JPMorgan Chase & Co. ($235.30K), and Congress Asset Management Co. ($182.06K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 6,178,408 shares in the last 24 months. This volume of shares sold represents approximately $2.53B in transactions.


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This page (NYSE:FIX) was last updated on 10/9/2025 by MarketBeat.com Staff
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