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Comfort Systems USA (FIX) Institutional Ownership

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$1,851.28 +7.34 (+0.40%)
Closing price 03:59 PM Eastern
Extended Trading
$1,850.55 -0.73 (-0.04%)
As of 07:59 PM 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)
840
Total
Institutional Inflows
(last 12 months)
$8.19B
Number of
Institutional Sellers
(last 12 months)
467
Total
Institutional Outflows
(last 12 months)
$6.04B
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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
6/3/2026 Parallel Advisors LLC663$914K0.0%+17.3%0.002%
6/3/2026 NewEdge Advisors LLC4,964$6.85M0.0%+7.4%0.014%
6/1/2026 Caerus Investment Advisors LLC1,214$1.67M0.7%-21.1%0.003%
5/26/2026 Glenmede Trust Co. NA424$585K0.0%+26.9%0.001%
5/22/2026 Groupama Asset Managment430$593K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC990$1.37M0.1%-23.7%0.003%
5/21/2026 Argent Capital Management LLC6,985$9.63M0.3%+20.8%0.020%
5/19/2026 Western Wealth Management LLC60$83K0.0%N/A0.000%
5/19/2026 NewEdge Advisors LLC3,414$4.71M0.1%-26.2%0.010%
5/19/2026 Ariadne Wealth Management LP904$1.25M0.6%-4.4%0.003%
5/19/2026 Bank of America Corp DE129,056$177.97M0.0%-16.5%0.367%
5/19/2026 Edgestream Partners L.P.4,938$6.81M0.2%N/A0.014%
5/19/2026 Janus Henderson Group PLC115,378$159.08M0.1%+16.6%0.328%
5/19/2026 Centaurus Financial Inc.240$331K0.0%-88.8%0.001%
5/19/2026 Cim LLC5,116$7.06M1.0%-35.8%0.015%
5/19/2026 Oddo BHF Asset Management Sas4,138$5.71M0.2%N/A0.012%
5/19/2026 Bull Harbor Capital LLC2,896$3.99M1.1%N/A0.008%
5/19/2026 Ashton Thomas Securities LLC281$387K0.0%-13.5%0.001%
5/19/2026 Arkadios Wealth Advisors783$1.08M0.0%+11.1%0.002%
5/19/2026 South Dakota Investment Council6,930$9.56M0.2%-34.5%0.020%
5/19/2026 Altshuler Shaham Ltd1,766$2.44M0.0%+69.5%0.005%
5/19/2026 Smith Group Asset Management LLC59,568$82.14M4.2%-8.2%0.169%
5/18/2026 Sunbelt Securities Inc.1,862$2.57M0.2%+3.6%0.005%
5/18/2026 Amundi136,835$188.69M0.1%+21.5%0.389%
5/18/2026 Value Aligned Research Advisors LLC213,637$294.60M1.4%+45.3%0.607%
5/18/2026 EverSource Wealth Advisors LLC1,731$2.39M0.1%+12.1%0.005%
5/18/2026 Empire Financial Management Company LLC150$207K0.0%N/A0.000%
5/18/2026 California State Teachers Retirement System54,276$74.85M0.1%-2.0%0.154%
5/18/2026 Royal Bank of Canada146,195$201.60M0.0%+24.6%0.415%
5/18/2026 Regal Partners Ltd1,657$2.29M0.1%-24.7%0.005%
5/18/2026 Empowered Funds LLC35,511$48.97M0.3%+5.4%0.101%
5/18/2026 Engle Capital Management L.P.8,400$11.58M3.9%+12.0%0.024%
5/18/2026 Estate Counselors LLC1,393$1.92M0.2%-71.7%0.004%
5/18/2026 Evercore Wealth Management LLC134,308$185.21M2.9%-13.5%0.382%
5/16/2026 The Manufacturers Life Insurance Company 24,082$33.21M0.0%-8.2%0.068%
5/16/2026 Quantinno Capital Management LP12,879$17.76M0.0%+19.5%0.037%
5/16/2026 Lazard Asset Management LLC66,710$91.99M0.2%+12.5%0.190%
5/16/2026 Family Manage LLC298$411K0.0%+15.5%0.001%
5/15/2026 Gateway Wealth Partners LLC1,508$2.08M0.1%+107.7%0.004%
5/15/2026 Quadcap Wealth Management LLC341$470K0.1%N/A0.001%
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5/15/2026 OMERS ADMINISTRATION Corp2,552$3.52M0.0%+22.8%0.007%
5/15/2026 Lombard Odier Asset Management Switzerland SA446$615K0.0%N/A0.001%
5/15/2026 Aristotle Atlantic Partners LLC1,375$1.90M0.1%+13.6%0.004%
5/15/2026 Waverly Advisors LLC2,685$3.70M0.0%+9.1%0.008%
5/15/2026 Granahan Investment Management LLC26,027$35.89M1.7%0.0%0.074%
5/15/2026 Cumberland Partners Ltd2,000$2.76M0.2%N/A0.006%
5/15/2026 Entropy Technologies LP6,454$8.90M0.4%+46.5%0.018%
5/15/2026 Bridgewater Advisors Inc.126$174K0.0%N/A0.000%
5/15/2026 Cannell & Spears LLC205$261K0.0%-21.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund14,214$19.60M0.0%+921.9%0.040%
5/14/2026 Dai ichi Life Insurance Company Ltd9,011$12.43M0.4%-5.4%0.026%
5/14/2026 Renaissance Technologies LLC56,660$78.13M0.1%+5.0%0.161%
5/14/2026 Hilltop Holdings Inc.1,572$2.17M0.2%-35.0%0.004%
5/14/2026 Public Employees Retirement System of Ohio13,505$18.62M0.1%-5.9%0.038%
5/14/2026 Compound Planning Inc.980$1.35M0.0%+17.5%0.003%
5/14/2026 Modern Wealth Management LLC348$497K0.0%-21.3%0.001%
5/14/2026 Keebeck Wealth Management541$746K0.1%-2.0%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership252,979$348.86M0.2%+12.8%0.719%
5/14/2026 Caxton Associates LLP151$208K0.0%-82.5%0.000%
5/14/2026 Liberty One Investment Management LLC263$363K0.0%+28.9%0.001%
5/14/2026 Bank of Nova Scotia4,064$5.60M0.0%-12.5%0.012%
5/14/2026 Systematic Financial Management LP30,179$41.62M1.0%-38.5%0.086%
5/14/2026 Gibbs Wealth Management563$776K0.1%+56.4%0.002%
5/14/2026 Sei Investments Co.70,746$97.56M0.1%+30.6%0.201%
5/14/2026 Keynote Financial Services LLC194$268K0.1%-31.9%0.001%
5/14/2026 Davis R M Inc.276$381K0.0%-1.8%0.001%
5/14/2026 Lido Advisors LLC906$1.25M0.0%+17.1%0.003%
5/14/2026 Globeflex Capital L P4,938$6.81M1.0%+3.6%0.014%
5/14/2026 State of Wyoming304$419K0.0%-46.1%0.001%
5/13/2026 Measured Wealth Private Client Group LLC170$234K0.1%-29.5%0.000%
5/13/2026 Signature Equity Partners LLC35$48K0.0%+16.7%0.000%
5/13/2026 NewEdge Wealth LLC900$1.24M0.0%+126.7%0.003%
5/13/2026 Petra Financial Advisors Inc.1,080$1.49M0.9%+0.7%0.003%
5/13/2026 CI Investments Inc.7,467$10.30M0.0%-34.5%0.021%
5/13/2026 First Trust Advisors LP415,886$573.50M0.4%-13.7%1.181%
5/12/2026 Westpac Banking Corp459$633K0.0%N/A0.001%
5/12/2026 Saturna Capital Corp1,950$2.69M0.0%-13.6%0.006%
5/12/2026 Bellwether Advisors LLC3,655$5.04M0.9%N/A0.010%
5/12/2026 ABN Amro Investment Solutions2,611$3.60M0.0%+5.9%0.007%
5/8/2026 PNC Financial Services Group Inc.4,072$5.62M0.0%+10.4%0.012%
5/8/2026 Oslo Pensjonsforsikring AS188$259K0.0%N/A0.001%
5/8/2026 Baader Bank Aktiengesellschaft1,407$1.91M0.1%N/A0.004%
5/8/2026 Andra AP fonden14,013$19.32M0.2%+79.7%0.040%
5/8/2026 Glenview Trust Co231$319K0.0%-30.0%0.001%
5/8/2026 Summit Global Investments298$411K0.0%N/A0.001%
5/8/2026 Johnson Financial Group Inc.243$335K0.0%-24.3%0.001%
5/8/2026 Convergence Investment Partners LLC1,614$2.23M0.4%N/A0.005%
5/8/2026 Commerzbank Aktiengesellschaft FI1,105$1.52M0.0%N/A0.003%
5/7/2026 Earned Wealth Advisors LLC887$1.22M0.1%-11.9%0.003%
5/7/2026 Hollencrest Capital Management35$48K0.0%N/A0.000%
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5/7/2026 Meeder Advisory Services Inc.628$866K0.0%+19.2%0.002%
5/7/2026 WCM Investment Management LLC116,698$148.58M0.3%+24.5%0.332%
5/7/2026 Dimensional Fund Advisors LP279,947$385.80M0.1%+5.4%0.795%
5/7/2026 NWK Group Inc.5,480$7.56M2.9%+211.0%0.016%
5/7/2026 Balefire LLC233$321K0.1%-40.9%0.001%
5/7/2026 Parallel Advisors LLC663$914K0.0%+17.3%0.002%
5/7/2026 KBC Group NV84,392$116.38M0.3%-8.0%0.240%
5/7/2026 SEB Asset Management AB16,479$22.72M0.1%N/A0.047%
5/7/2026 Vision Retirement LLC384$530K0.2%N/A0.001%
5/7/2026 Swiss National Bank103,480$142.70M0.1%+7.0%0.294%


FIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,140 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were Vanguard Group Inc. ($4.02B), Capital World Investors ($1.53B), State Street Corp ($1.33B), Geode Capital Management LLC ($1.10B), AQR Capital Management LLC ($951.88M), FMR LLC ($719.65M), and JPMorgan Chase & Co. ($659.83M).Learn more on Comfort Systems USA's institutional investors.

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

Of the 1,032 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 ($1.45M), AQR Capital Management LLC ($881.35K), Jones Financial Companies Lllp ($833.89K), Vanguard Group Inc. ($714.65K), JPMorgan Chase & Co. ($603.71K), Proficio Capital Partners LLC ($514.75K), and Millennium Management LLC ($434.86K).

Institutional investors have bought a total of 9,746,378 shares in the last 24 months. This purchase volume represents approximately $8.19B in transactions.

Of the 467 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: Capital World Investors ($586.62K), Invesco Ltd. ($424.88K), Westfield Capital Management Co. LP ($267.58K), AMF Tjanstepension AB ($215.38K), Jennison Associates LLC ($201.67K), First Trust Advisors LP ($198.14K), and Symphony Financial Ltd. Co. ($163.23K).

Institutional investors have sold a total of 6,973,965 shares in the last 24 months. This volume of shares sold represents approximately $6.04B in transactions.



This page (NYSE:FIX) was last updated on 6/8/2026 by MarketBeat.com Staff.
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