Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free FIX Stock Alerts

Comfort Systems USA (FIX) Institutional Ownership

Comfort Systems USA logo
$1,667.28 -13.33 (-0.79%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$1,672.65 +5.38 (+0.32%)
As of 07/17/2026 07:57 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 Massive. Learn more.
Compare

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)
$8.21B
Number of
Institutional Sellers
(last 12 months)
472
Total
Institutional Outflows
(last 12 months)
$6.05B
Get FIX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Comfort Systems USA stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FIX Institutional Buying and Selling by Quarter

Comfort Systems USA Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Walker Asset Management LLC306$606K0.3%-25.4%0.001%
7/10/2026 Insight Wealth Strategies LLC4,636$8.65M0.8%-14.7%0.013%
7/10/2026 Family Wealth Partners LLC301$597K0.2%-9.9%0.001%
7/10/2026 E. Ohman J or Asset Management AB15,448$30.62M0.7%-13.3%0.044%
7/10/2026 Handelsbanken Fonder AB21,390$42.39M0.1%+6.8%0.061%
7/10/2026 Carolina Wealth Advisors LLC18$36K0.0%+63.6%0.000%
7/10/2026 Redhawk Wealth Advisors Inc.1,930$3.83M0.4%-9.0%0.005%
7/10/2026 Fulton Bank N.A.621$1.23M0.0%+3.0%0.002%
7/9/2026 Revolve Wealth Partners LLC101$200K0.0%N/A0.000%
7/9/2026 Tactive Advisors LLC290$575K0.1%N/A0.001%
7/9/2026 Everhart Financial Group Inc.307$609K0.0%+5.1%0.001%
7/9/2026 Everpar Advisors LLC382$757K0.2%+99.0%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.5,094$10.10M0.3%+2.6%0.014%
7/9/2026 Valeo Financial Advisors LLC254$503K0.0%+26.4%0.001%
7/8/2026 Trust Point Inc.804$1.59M0.1%-2.7%0.002%
7/8/2026 Strategic Investment Solutions Inc. IL127$252K0.1%+12,600.0%0.000%
7/8/2026 LifeGoal Investments LLC308$610K0.3%+19.4%0.001%
7/8/2026 FNY Investment Advisers LLC400$792K0.3%-20.0%0.001%
7/8/2026 Cooper Financial Group127$252K0.0%-23.5%0.000%
7/8/2026 Czech National Bank10,003$19.83M0.1%+4.4%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab7,628$15.12M0.1%-25.8%0.022%
7/8/2026 Assenagon Asset Management S.A.31,013$61.47M0.1%+104.6%0.088%
7/8/2026 Apella Capital LLC182$361K0.0%N/A0.001%
7/8/2026 Thrive Wealth Management LLC118$234K0.0%N/A0.000%
7/7/2026 Fermata Advisors LLC130$258K0.1%N/A0.000%
7/7/2026 David J Yvars Group240$476K0.2%+41.2%0.001%
7/7/2026 Mirador Capital Partners LP529$1.05M0.1%+21.1%0.002%
7/7/2026 Balefire LLC133$264K0.0%-42.9%0.000%
7/7/2026 Baron Wealth Management LLC134$266K0.1%N/A0.000%
7/7/2026 GAMMA Investing LLC1,435$2.84M0.1%+5.9%0.004%
7/7/2026 Avior Wealth Management LLC847$1.68M0.0%-48.6%0.002%
7/7/2026 CoreCap Advisors LLC78$155K0.0%+550.0%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.129$257K0.1%N/A0.000%
7/7/2026 Anderson Hoagland & Co.4,328$8.58M0.7%-28.7%0.012%
7/7/2026 City Center Advisors LLC185$367K0.3%-3.6%0.001%
7/6/2026 Private Client Services LLC637$1.26M0.3%-70.0%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB179$355K0.0%-9.1%0.001%
7/2/2026 Versant Capital Management Inc177$351K0.0%+6.6%0.001%
7/2/2026 CX Institutional53$105K0.0%+65.6%0.000%
7/1/2026 First Financial Bank Trust Division1,204$2.39M0.2%N/A0.003%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
7/1/2026 Eastern Bank50$99K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC167$230K0.0%+28.5%0.000%
6/18/2026Pacer Advisors Inc.1,785$2.46M0.0%-36.4%0.005%
6/18/2026Wealth High Governance Capital Ltda14,023$19.34M5.8%N/A0.040%
6/18/2026Wealth High Governance Asset Management Ltda.11,954$16.48M5.8%N/A0.034%
6/3/2026Parallel Advisors LLC663$914K0.0%+17.3%0.002%
6/3/2026NewEdge Advisors LLC4,964$6.85M0.0%+7.4%0.014%
6/1/2026Caerus Investment Advisors LLC1,214$1.67M0.7%-21.1%0.003%
5/26/2026Glenmede Trust Co. NA424$585K0.0%+26.9%0.001%
5/22/2026Groupama Asset Managment430$593K0.0%N/A0.001%
5/22/2026Verus 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%
5/19/2026Western Wealth Management LLC60$83K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC3,414$4.71M0.1%-26.2%0.010%
5/19/2026Ariadne Wealth Management LP904$1.25M0.6%-4.4%0.003%
5/19/2026Bank of America Corp DE129,056$177.97M0.0%-16.5%0.367%
5/19/2026Edgestream Partners L.P.4,938$6.81M0.2%N/A0.014%
5/19/2026Janus Henderson Group PLC115,378$159.08M0.1%+16.6%0.328%
5/19/2026Centaurus Financial Inc.240$331K0.0%-88.8%0.001%
5/19/2026Cim LLC5,116$7.06M1.0%-35.8%0.015%
5/19/2026Oddo BHF Asset Management Sas4,138$5.71M0.2%N/A0.012%
5/19/2026Bull Harbor Capital LLC2,896$3.99M1.1%N/A0.008%
5/19/2026Ashton Thomas Securities LLC281$387K0.0%-13.5%0.001%
5/19/2026Arkadios Wealth Advisors783$1.08M0.0%+11.1%0.002%
5/19/2026South Dakota Investment Council6,930$9.56M0.2%-34.5%0.020%
5/19/2026Altshuler Shaham Ltd1,766$2.44M0.0%+69.5%0.005%
5/19/2026Smith Group Asset Management LLC59,568$82.14M4.2%-8.2%0.169%
5/18/2026Sunbelt Securities Inc.1,862$2.57M0.2%+3.6%0.005%
5/18/2026Amundi136,835$188.69M0.1%+21.5%0.389%
5/18/2026Value Aligned Research Advisors LLC213,637$294.60M1.4%+45.3%0.607%
5/18/2026EverSource Wealth Advisors LLC1,731$2.39M0.1%+12.1%0.005%
5/18/2026Empire Financial Management Company LLC150$207K0.0%N/A0.000%
5/18/2026California State Teachers Retirement System54,276$74.85M0.1%-2.0%0.154%
5/18/2026Royal Bank of Canada146,195$201.60M0.0%+24.6%0.415%
5/18/2026Regal Partners Ltd1,657$2.29M0.1%-24.7%0.005%
5/18/2026Empowered Funds LLC35,511$48.97M0.3%+5.4%0.101%
5/18/2026Engle Capital Management L.P.8,400$11.58M3.9%+12.0%0.024%
5/18/2026Estate Counselors LLC1,393$1.92M0.2%-71.7%0.004%
5/18/2026Evercore Wealth Management LLC134,308$185.21M2.9%-13.5%0.382%
5/16/2026The Manufacturers Life Insurance Company 24,082$33.21M0.0%-8.2%0.068%
5/16/2026Quantinno Capital Management LP12,879$17.76M0.0%+19.5%0.037%
5/16/2026Lazard Asset Management LLC66,710$91.99M0.2%+12.5%0.190%
5/16/2026Family Manage LLC298$411K0.0%+15.5%0.001%
5/15/2026Gateway Wealth Partners LLC1,508$2.08M0.1%+107.7%0.004%
5/15/2026Quadcap Wealth Management LLC341$470K0.1%N/A0.001%
5/15/2026OMERS ADMINISTRATION Corp2,552$3.52M0.0%+22.8%0.007%
5/15/2026Lombard Odier Asset Management Switzerland SA446$615K0.0%N/A0.001%
5/15/2026Aristotle Atlantic Partners LLC1,375$1.90M0.1%+13.6%0.004%
5/15/2026Waverly Advisors LLC2,685$3.70M0.0%+9.1%0.008%
5/15/2026Granahan Investment Management LLC26,027$35.89M1.7%0.0%0.074%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
5/15/2026Cumberland Partners Ltd2,000$2.76M0.2%N/A0.006%
5/15/2026Entropy Technologies LP6,454$8.90M0.4%+46.5%0.018%
5/15/2026Bridgewater Advisors Inc.126$174K0.0%N/A0.000%
5/15/2026Cannell & Spears LLC205$261K0.0%-21.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund14,214$19.60M0.0%+921.9%0.040%
5/14/2026Dai ichi Life Insurance Company Ltd9,011$12.43M0.4%-5.4%0.026%
5/14/2026Renaissance Technologies LLC56,660$78.13M0.1%+5.0%0.161%
5/14/2026Hilltop Holdings Inc.1,572$2.17M0.2%-35.0%0.004%
5/14/2026Public Employees Retirement System of Ohio13,505$18.62M0.1%-5.9%0.038%
5/14/2026Compound Planning Inc.980$1.35M0.0%+17.5%0.003%


FIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,159 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 1,050 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 9,678,063 shares in the last 24 months. This purchase volume represents approximately $8.21B in transactions.

Of the 472 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 6,964,774 shares in the last 24 months. This volume of shares sold represents approximately $6.05B in transactions.


Related Companies

This page (NYSE:FIX) was last updated on 7/19/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel