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Comfort Systems USA (FIX) Institutional Ownership

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$696.24 -7.06 (-1.00%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$699.64 +3.39 (+0.49%)
As of 08/1/2025 07:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
519
Total
Institutional Inflows
(last 12 months)
$3.79B
Number of
Institutional Sellers
(last 12 months)
300
Total
Institutional Outflows
(last 12 months)
$2.22B
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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
8/1/2025Jennison Associates LLC2,535$1.36M0.0%-98.2%0.007%
8/1/2025New York Life Investment Management LLC3,679$1.97M0.0%-2.4%0.010%
8/1/2025Petra Financial Advisors Inc.1,045$560K0.4%N/A0.003%
8/1/2025SYM FINANCIAL Corp858$460K0.1%+29.8%0.002%
8/1/2025Teacher Retirement System of Texas9,670$5.19M0.0%-1.9%0.027%
8/1/2025Transcend Capital Advisors LLC530$284K0.0%N/A0.002%
8/1/2025Bessemer Group Inc.31,160$16.71M0.0%+6.9%0.088%
8/1/2025Envestnet Asset Management Inc.81,065$43.47M0.0%+9.5%0.230%
7/31/2025 Nisa Investment Advisors LLC15,989$8.57M0.0%+1.2%0.045%
7/31/2025 Oppenheimer Asset Management Inc.4,049$2.17M0.0%+1.5%0.011%
7/31/2025 Optimum Investment Advisors2,988$1.60M0.7%+0.8%0.008%
7/31/2025 Brighton Jones LLC2,454$1.32M0.0%N/A0.007%
7/31/2025 MQS Management LLC577$309K0.2%-37.4%0.002%
7/31/2025 Linden Thomas Advisory Services LLC1,864$999K0.1%-24.9%0.005%
7/31/2025 Shaker Investments LLC OH4,964$2.66M1.1%-18.2%0.014%
7/31/2025 Focus Partners Advisor Solutions LLC3,557$1.91M0.0%+114.4%0.010%
7/31/2025 Peterson Wealth Services19,202$10.30M2.8%+0.5%0.054%
7/31/2025 AlphaQuest LLC3,237$1.74M0.2%+139.4%0.009%
7/31/2025 Sumitomo Mitsui Trust Group Inc.510$273K0.0%-80.0%0.001%
7/31/2025 Catalyst Capital Advisors LLC850$456K0.0%-7.6%0.002%
7/31/2025 Asset Management One Co. Ltd.20,203$10.83M0.0%-25.3%0.057%
7/31/2025 R Squared Ltd506$271K0.1%-35.1%0.001%
7/31/2025 Cardinal Point Capital Management ULC8,450$4.53M0.4%N/A0.024%
7/31/2025 Smith Group Asset Management LLC59,868$32.10M2.1%+1,812.7%0.170%
7/30/2025 Roman Butler Fullerton & Co.521$279K0.1%N/A0.001%
7/30/2025 Freedom Investment Management Inc.906$486K0.0%-29.7%0.003%
7/30/2025 Ethic Inc.825$441K0.0%-67.3%0.002%
7/30/2025 Parcion Private Wealth LLC546$293K0.0%N/A0.002%
7/30/2025 Cullen Frost Bankers Inc.115$62K0.0%+310.7%0.000%
7/30/2025 Fiduciary Planning LLC400$214K0.1%N/A0.001%
7/30/2025 Princeton Global Asset Management LLC275$147K0.0%N/A0.001%
7/29/2025 Balboa Wealth Partners588$315K0.1%N/A0.002%
7/29/2025 Mezzasalma Advisors LLC884$474K0.1%+23.5%0.003%
7/29/2025 Chicago Partners Investment Group LLC639$350K0.0%+30.1%0.002%
7/29/2025 Arcus Capital Partners LLC680$365K0.2%-4.9%0.002%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al8,723$4.68M0.0%N/A0.025%
7/29/2025 Mutual of America Capital Management LLC17,504$9.39M0.1%-4.1%0.050%
7/29/2025 Cannon Global Investment Management LLC1,000$536K1.1%N/A0.003%
7/29/2025 Ifrah Financial Services Inc.1,629$873K0.2%-10.0%0.005%
7/29/2025 Tradewinds Capital Management LLC113$61K0.0%+37.8%0.000%
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7/29/2025 Huntleigh Advisors Inc.5,431$2.91M0.6%N/A0.015%
7/29/2025 Private Trust Co. NA82$44K0.0%-20.4%0.000%
7/29/2025 Aubrey Capital Management Ltd10,400$5.58M2.0%-2.8%0.029%
7/29/2025 Applied Finance Capital Management LLC866$464K0.0%N/A0.002%
7/29/2025 Nordea Investment Management AB67,098$35.97M0.0%-1.5%0.190%
7/29/2025 Bellecapital International Ltd.387$208K0.0%N/A0.001%
7/29/2025 WCM Investment Management LLC49,592$26.53M0.1%+6.5%0.141%
7/28/2025 Allianz Asset Management GmbH93,895$50.35M0.1%+2.4%0.266%
7/28/2025 Bridges Investment Management Inc.8,227$4.41M0.1%+14.8%0.023%
7/28/2025 Morris Financial Concepts Inc.430$231K0.1%N/A0.001%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.9,434$5.06M0.3%-2.4%0.027%
7/28/2025 Ritholtz Wealth Management4,470$2.40M0.1%+0.9%0.013%
7/28/2025 Sagespring Wealth Partners LLC481$258K0.0%N/A0.001%
7/28/2025 RFG Advisory LLC8,050$4.32M0.1%+4.5%0.023%
7/28/2025 Moran Wealth Management LLC27,577$14.79M0.5%-9.2%0.078%
7/25/2025 NorthRock Partners LLC565$303K0.0%N/A0.002%
7/25/2025 Verdence Capital Advisors LLC1,114$597K0.0%+4.9%0.003%
7/25/2025 Envestnet Portfolio Solutions Inc.524$281K0.0%-36.4%0.001%
7/25/2025 Sequoia Financial Advisors LLC1,691$907K0.0%+18.2%0.005%
7/25/2025 Vest Financial LLC10,276$5.51M0.1%+18.1%0.029%
7/25/2025 Yousif Capital Management LLC11,999$6.43M0.1%-2.5%0.034%
7/25/2025 MGO One Seven LLC1,472$789K0.0%+49.0%0.004%
7/25/2025 Meritage Portfolio Management6,099$3.27M0.2%-4.4%0.017%
7/25/2025 CWM LLC16,926$9.08M0.0%+104.6%0.048%
7/25/2025 Vanguard Personalized Indexing Management LLC4,151$2.23M0.0%+19.1%0.012%
7/25/2025 Johnson Investment Counsel Inc.3,043$1.63M0.0%-32.3%0.009%
7/25/2025 waypoint wealth counsel660$354K0.2%N/A0.002%
7/25/2025 Apollon Wealth Management LLC1,557$835K0.0%+96.6%0.004%
7/24/2025 Applied Capital LLC FL2,431$1.30M0.9%N/A0.007%
7/24/2025 Inspire Investing LLC1,665$893K0.1%-22.9%0.005%
7/24/2025 Blue Trust Inc.784$420K0.0%-13.9%0.002%
7/24/2025 Monument Capital Management6,767$3.63M0.9%N/A0.019%
7/24/2025 Katamaran Capital LLP951$510K0.5%N/A0.003%
7/24/2025 IFP Advisors Inc475$255K0.0%+8.7%0.001%
7/24/2025 Freedom Day Solutions LLC7,988$4.28M1.1%-6.6%0.023%
7/24/2025 Callan Family Office LLC2,264$1.21M0.0%+205.1%0.006%
7/24/2025 Blair William & Co. IL1,300$697K0.0%N/A0.004%
7/24/2025 TFR Capital LLC.1,435$769K0.3%N/A0.004%
7/24/2025 US Bancorp DE3,808$2.04M0.0%-2.0%0.011%
7/23/2025 Allegiance Financial Group Advisory Services LLC607$325K0.1%N/A0.002%
7/23/2025 Vontobel Holding Ltd.4,174$2.24M0.0%N/A0.012%
7/23/2025 Abel Hall LLC493$265K0.1%N/A0.001%
7/23/2025 Venturi Wealth Management LLC1,935$1.04M0.1%-18.5%0.005%
7/23/2025 Kingswood Wealth Advisors LLC710$381K0.0%-11.0%0.002%
7/23/2025 KLP Kapitalforvaltning AS8,700$4.67M0.0%+6.1%0.025%
7/23/2025 SteelPeak Wealth LLC3,275$1.76M0.1%+31.0%0.009%
7/23/2025 Prime Capital Investment Advisors LLC504$270K0.0%N/A0.001%
7/23/2025 Laurus Global Equity Management Inc.2,440$1.31M0.9%-35.1%0.007%
7/22/2025 Belpointe Asset Management LLC1,243$667K0.0%N/A0.004%
7/22/2025 DAVENPORT & Co LLC496$266K0.0%N/A0.001%
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7/22/2025 OLD National Bancorp IN388$208K0.0%N/A0.001%
7/22/2025 Strid Group LLC1,771$950K0.1%+109.3%0.005%
7/22/2025 Penobscot Investment Management Company Inc.6,608$3.54M0.3%+76.0%0.019%
7/21/2025 QRG Capital Management Inc.460$247K0.0%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC51$27K0.0%N/A0.000%
7/21/2025 Copeland Capital Management LLC1,998$1.07M0.0%+147.6%0.006%
7/21/2025 Greenwood Capital Associates LLC1,377$738K0.1%-26.2%0.004%
7/21/2025 Mirae Asset Global Investments Co. Ltd.173$93K0.0%N/A0.000%
7/21/2025 Lecap Asset Management Ltd.1,874$1.01M0.4%+134.3%0.005%
7/21/2025 J2 Capital Management Inc1,529$820K0.7%N/A0.004%
(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, 735 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were Vanguard Group Inc. ($1.23B), BlackRock Inc. ($1.02B), Capital World Investors ($910.49M), FMR LLC ($719.65M), State Street Corp ($412.04M), Geode Capital Management LLC ($326.41M), and Invesco Ltd. ($323.66M).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 642 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: Baillie Gifford & Co. ($1.19M), Norges Bank ($857.85K), Jones Financial Companies Lllp ($833.00K), Westfield Capital Management Co. LP ($671.55K), Proficio Capital Partners LLC ($514.75K), Capital World Investors ($451.85K), and Millennium Management LLC ($434.86K).

How much institutional buying is happening at Comfort Systems USA?

Institutional investors have bought a total of 10,072,404 shares in the last 24 months. This purchase volume represents approximately $3.79B in transactions.

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

Of the 299 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. ($430.05K), Goldman Sachs Group Inc. ($302.28K), Hood River Capital Management LLC ($280.55K), Alliancebernstein L.P. ($249.04K), Wellington Management Group LLP ($243.18K), and JPMorgan Chase & Co. ($235.30K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 5,798,915 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.


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This page (NYSE:FIX) was last updated on 8/2/2025 by MarketBeat.com Staff
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