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Comfort Systems USA (FIX) Institutional Ownership

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$427.88 +30.33 (+7.63%)
As of 11:17 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)
434
Total
Institutional Inflows
(last 12 months)
$3.16B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$1.88B
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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
4/30/2025Robeco Schweiz AG129,252$41.66M1.0%+459.5%0.366%
4/30/2025Bosman Wealth Management LLC9,209$2.97M3.0%+122.8%0.026%
4/30/2025State of Michigan Retirement System8,500$2.74M0.0%+1.2%0.024%
4/30/2025Cerity Partners LLC17,841$5.75M0.0%+2.1%0.051%
4/30/2025Arcus Capital Partners LLC715$230K0.1%N/A0.002%
4/30/2025Hunter Associates Investment Management LLC7,056$2.27M0.4%+7.9%0.020%
4/30/2025Bridges Investment Management Inc.7,169$2.31M0.0%+100.8%0.020%
4/30/2025Axxcess Wealth Management LLC3,003$968K0.0%+19.7%0.009%
4/30/2025Linden Thomas Advisory Services LLC2,481$800K0.1%+11.9%0.007%
4/30/2025Optimum Investment Advisors2,963$955K0.4%-15.2%0.008%
4/30/2025M&T Bank Corp5,066$1.63M0.0%-4.9%0.014%
4/30/2025Blackhawk Capital Partners LLC.2,403$775K0.4%N/A0.007%
4/30/2025Brown Advisory Inc.697$225K0.0%-11.5%0.002%
4/30/2025EULAV Asset Management132,608$42.74M1.1%-8.6%0.375%
4/30/2025Crossmark Global Holdings Inc.3,009$970K0.0%-3.9%0.009%
4/29/2025 U.S. Capital Wealth Advisors LLC9,823$3.17M0.1%+35.1%0.028%
4/29/2025 California First Leasing Corp7,860$2.53M1.1%N/A0.022%
4/29/2025 TD Private Client Wealth LLC1,236$398K0.0%+26.1%0.003%
4/29/2025 Envestnet Asset Management Inc.74,043$23.87M0.0%-5.0%0.210%
4/29/2025 Ifrah Financial Services Inc.1,811$584K0.2%-9.5%0.005%
4/29/2025 Bank of New York Mellon Corp280,037$90.26M0.0%-0.9%0.793%
4/29/2025 Wayfinding Financial LLC157$50K0.0%N/A0.000%
4/29/2025 Catalyst Capital Advisors LLC920$297K0.0%-40.5%0.003%
4/29/2025 Deroy & Devereaux Private Investment Counsel Inc.9,669$3.12M0.2%N/A0.027%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.17,630$5.68M0.1%N/A0.050%
4/29/2025 OneDigital Investment Advisors LLC1,302$420K0.0%-24.1%0.004%
4/29/2025 Silver Oak Securities Incorporated2,206$715K0.1%+9.4%0.006%
4/28/2025 Principal Financial Group Inc.165,084$53.21M0.0%-5.0%0.467%
4/28/2025 Meritage Portfolio Management6,379$2.06M0.1%+7.4%0.018%
4/28/2025 Teacher Retirement System of Texas9,861$3.18M0.0%-27.0%0.028%
4/28/2025 WCM Investment Management LLC46,583$15.10M0.0%+13.8%0.132%
4/25/2025 Tradewinds Capital Management LLC82$26K0.0%+49.1%0.000%
4/25/2025 Amalgamated Bank17,362$5.60M0.0%-2.8%0.049%
4/25/2025 Strid Group LLC846$273K0.0%-55.6%0.002%
4/25/2025 KBC Group NV1,543$497K0.0%+3.5%0.004%
4/25/2025 Sumitomo Mitsui Trust Group Inc.2,556$824K0.0%+13.1%0.007%
4/24/2025 Sunbelt Securities Inc.1,386$447K0.0%+54.9%0.004%
4/24/2025 Schwartz Investment Counsel Inc.6,600$2.13M0.1%+73.7%0.019%
4/24/2025 Copeland Capital Management LLC807$260K0.0%N/A0.002%
4/24/2025 Artemis Investment Management LLP248,238$80.02M1.2%+147.4%0.703%
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4/24/2025 Diversified Trust Co5,511$1.78M0.0%-22.1%0.016%
4/23/2025 Penobscot Investment Management Company Inc.3,755$1.21M0.1%N/A0.011%
4/23/2025 Bessemer Group Inc.29,143$9.39M0.0%-53.9%0.082%
4/23/2025 Spire Wealth Management1,005$324K0.0%+9.8%0.003%
4/23/2025 Lecap Asset Management Ltd.800$258K0.1%N/A0.002%
4/23/2025 Moran Wealth Management LLC30,361$9.79M0.3%-21.5%0.086%
4/23/2025 Asset Management One Co. Ltd.27,035$8.73M0.0%+40.6%0.077%
4/23/2025 Oppenheimer Asset Management Inc.3,988$1.29M0.0%-7.0%0.011%
4/22/2025 Consolidated Planning Corp6,412$2.07M0.3%+34.1%0.018%
4/22/2025 Flagship Harbor Advisors LLC1,161$374K0.0%+9.0%0.003%
4/22/2025 Illumine Investment Management LLC1,645$530K0.4%+4.5%0.005%
4/22/2025 Cambridge Investment Research Advisors Inc.9,082$2.93M0.0%+6.1%0.026%
4/22/2025 Praxis Investment Management Inc.1,080$348K0.0%+68.8%0.003%
4/21/2025 Retirement Systems of Alabama77,991$25.14M0.1%+0.1%0.221%
4/21/2025 Blue Trust Inc.911$294K0.0%+21.1%0.003%
4/21/2025 Silver Oak Securities Incorporated2,206$715K0.1%+9.4%0.006%
4/21/2025 Envestnet Portfolio Solutions Inc.824$266K0.0%-45.9%0.002%
4/21/2025 Johnson Investment Counsel Inc.4,492$1.45M0.0%+7.9%0.013%
4/21/2025 Davidson Capital Management Inc.7,183$2.32M0.6%+31,130.4%0.020%
4/21/2025 State of Alaska Department of Revenue4,160$1.34M0.0%+2.8%0.012%
4/21/2025 Kingswood Wealth Advisors LLC798$257K0.0%-5.9%0.002%
4/18/2025 Mezzasalma Advisors LLC716$231K0.1%N/A0.002%
4/18/2025 Rakuten Securities Inc.160$52K0.0%+36.8%0.000%
4/17/2025 Mountain Pacific Investment Advisers LLC77,381$24.94M1.9%-5.4%0.219%
4/17/2025 Precision Wealth Strategies LLC1,117$360K0.3%+14.9%0.003%
4/17/2025 Cypress Advisory Group LLC1,050$338K0.3%N/A0.003%
4/17/2025 Sowell Financial Services LLC1,848$596K0.0%N/A0.005%
4/17/2025 Janney Montgomery Scott LLC4,582$1.48M0.0%-44.8%0.013%
4/17/2025 Trust Point Inc.1,173$378K0.0%-35.8%0.003%
4/17/2025 North Star Investment Management Corp.2,900$935K0.1%-23.7%0.008%
4/17/2025 BayBridge Capital Group LLC1,430$461K0.3%-20.7%0.004%
4/17/2025 Dynamic Advisor Solutions LLC2,040$658K0.0%+256.0%0.006%
4/16/2025 Byrne Asset Management LLC100$32K0.0%-23.1%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC7,375$2.38M0.0%+97.7%0.021%
4/16/2025 Azzad Asset Management Inc. ADV2,419$780K0.1%N/A0.007%
4/16/2025 NorthCrest Asset Manangement LLC938$302K0.0%N/A0.003%
4/16/2025 Aubrey Capital Management Ltd10,700$3.45M1.4%-19.5%0.030%
4/15/2025 Greenwood Capital Associates LLC1,865$601K0.1%-37.6%0.005%
4/15/2025 Fifth Third Bancorp1,705$550K0.0%-17.2%0.005%
4/15/2025 Redhawk Wealth Advisors Inc.4,208$1.36M0.2%-16.8%0.012%
4/15/2025 Assenagon Asset Management S.A.789$254K0.0%-93.0%0.002%
4/15/2025 Handelsbanken Fonder AB116,137$37.43M0.2%+1,171.1%0.329%
4/15/2025 SG Americas Securities LLC6,625$2.14M0.0%N/A0.019%
4/15/2025 Dividend Assets Capital LLC11,464$3.70M0.7%N/A0.032%
4/15/2025 Abacus FCF Advisors LLC19,040$6.14M1.0%+613.9%0.054%
4/15/2025 GAMMA Investing LLC789$254K0.0%+23.1%0.002%
4/14/2025 Yousif Capital Management LLC12,305$3.97M0.0%-2.1%0.035%
4/14/2025 Harbor Capital Advisors Inc.44,046$14.20M0.6%+96.2%0.125%
4/14/2025 Pallas Capital Advisors LLC18,306$5.90M0.2%-4.8%0.052%
4/14/2025 Farther Finance Advisors LLC1,102$364K0.0%+27.7%0.003%
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4/14/2025 Portside Wealth Group LLC1,409$454K0.1%+20.9%0.004%
4/14/2025 Park Avenue Securities LLC2,825$911K0.0%-10.2%0.008%
4/14/2025 City Center Advisors LLC649$209K0.2%-20.0%0.002%
4/14/2025 UMB Bank n.a.1,096$353K0.0%+11.7%0.003%
4/14/2025 Sivia Capital Partners LLC766$247K0.1%N/A0.002%
4/11/2025 Congress Asset Management Co.107,565$34.67M0.3%+8.2%0.303%
4/11/2025 E. Ohman J or Asset Management AB78,040$25.16M0.7%N/A0.220%
4/11/2025 Vest Financial LLC8,701$2.81M0.0%+55.8%0.024%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.196$63K0.0%+55.6%0.001%
4/10/2025 Secure Asset Management LLC6,379$2.06M0.4%N/A0.018%
(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, 665 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were Vanguard Group Inc. ($1.60B), BlackRock Inc. ($1.02B), Capital World Investors ($910.49M), FMR LLC ($719.65M), Invesco Ltd. ($594.98M), State Street Corp ($412.04M), and Geode Capital Management LLC ($326.41M).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 576 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), Norges Bank ($857.85K), Westfield Capital Management Co. LP ($667.04K), Proficio Capital Partners LLC ($514.75K), Capital World Investors ($451.85K), FMR LLC ($364.69K), and Vaughan Nelson Investment Management L.P. ($363.95K).

How much institutional buying is happening at Comfort Systems USA?

Institutional investors have bought a total of 14,490,931 shares in the last 24 months. This purchase volume represents approximately $4.26B in transactions.

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

Of the 343 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: Public Employees Retirement Association of Colorado ($843.60K), Baillie Gifford & Co. ($582.56K), Dimensional Fund Advisors LP ($559.06K), Capital World Investors ($545.47K), Vanguard Group Inc. ($368.28K), FMR LLC ($343.25K), and Brown Advisory Inc. ($318.66K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 10,373,791 shares in the last 24 months. This volume of shares sold represents approximately $2.87B in transactions.



This page (NYSE:FIX) was last updated on 5/1/2025 by MarketBeat.com Staff
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