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Comfort Systems USA (FIX) Institutional Ownership

Comfort Systems USA logo
$1,518.08 -96.90 (-6.00%)
As of 08/28/2026 03:58 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)
$221.78B
Number of
Institutional Sellers
(last 12 months)
438
Total
Institutional Outflows
(last 12 months)
$5.59B
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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
8/27/2026 Corient Private Wealth LP9,134$18.10M0.0%+62.8%0.026%
8/27/2026 Tucker Asset Management LLC247$490K0.1%N/A0.001%
8/26/2026 Amundi292,904$580.52M0.1%+114.1%0.832%
8/26/2026 HighTower Advisors LLC6,284$12.46M0.0%-16.8%0.018%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al33,856$67.10M0.4%N/A0.096%
8/24/2026 California State Teachers Retirement System103,029,689$204.20B0.6%+189,725.5%292.781%
8/23/2026 Tanager Wealth Management LLP148$293K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC1,893$3.75M0.1%N/A0.005%
8/23/2026 Wedmont Private Capital657$1.30M0.0%+7.5%0.002%
8/23/2026 HB Wealth Management LLC3,379$6.70M0.0%+6.5%0.010%
8/23/2026 Nilsine Partners LLC115$228K0.0%N/A0.000%
8/23/2026 Saudi Central Bank2,463$4.88M0.1%+89.2%0.007%
8/23/2026 Angeles Wealth Management LLC287$569K0.0%+7.5%0.001%
8/22/2026 Compass Financial Management LLC1,130$2.24M0.3%N/A0.003%
8/22/2026 AlphaGrep UK Ltd533$1.06M0.3%N/A0.002%
8/22/2026 Turner Financial Group Inc.171$338K0.3%N/A0.000%
8/22/2026 Three Seasons Wealth LLC285$565K0.1%N/A0.001%
8/22/2026 SMART Wealth LLC101$200K0.0%N/A0.000%
8/22/2026 Comprehensive Financial Planning Inc. PA175$347K0.2%N/A0.000%
8/22/2026 Raiffeisen Bank International AG1,448$2.82M0.0%-17.4%0.004%
8/22/2026 Syon Capital LLC611$1.21M0.1%-12.6%0.002%
8/22/2026 denkapparat Operations GmbH1,112$2.20M0.7%-10.8%0.003%
8/22/2026 TD Waterhouse Canada Inc.2,787$5.20M0.0%-2.6%0.008%
8/22/2026 Barlow Wealth Partners LLC350$694K0.1%-3.8%0.001%
8/22/2026 Concurrent Investment Advisors LLC3,741$7.41M0.1%+304.0%0.011%
8/22/2026 Prosperitas Financial LLC5,761$11.42M3.7%-4.5%0.016%
8/22/2026 NEOS Investment Management LLC5,555$11.01M0.0%+16.2%0.016%
8/21/2026 AXQ Capital LP1,096$2.17M0.2%-60.0%0.003%
8/21/2026 Retireful LLC1,123$2.23M2.1%+8.7%0.003%
8/21/2026 Nykredit A S16,843$33.38M0.1%N/A0.048%
8/21/2026 Thrive Wealth Management LLC118$234K0.0%N/A0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG6,561$13.00M0.1%+65.1%0.019%
8/21/2026 SkyOak Wealth LLC121$240K0.0%N/A0.000%
8/21/2026 XML Financial LLC291$577K0.0%-2.7%0.001%
8/21/2026 Symphony Financial Ltd. Co.595$1.18M0.1%-7.0%0.002%
8/21/2026 Secure Asset Management LLC2,665$5.28M0.8%+4.5%0.008%
8/21/2026 Aubrey Capital Management Ltd2,800$5.55M3.4%-30.0%0.008%
8/21/2026 Legacy Financial Advisors Inc.516$1.02M0.1%+9.8%0.001%
8/20/2026 Proficio Capital Partners LLC1,479$2.93M0.1%+309.7%0.004%
8/20/2026 JNBA Financial Advisors21$42K0.0%N/A0.000%
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8/20/2026 BTG Pactual Asset Management US LLC142$281K0.0%N/A0.000%
8/20/2026 Moore Capital Management LP9,050$17.94M0.3%+52.4%0.026%
8/20/2026 Sigma Planning Corp1,067$2.12M0.1%-21.6%0.003%
8/20/2026 Two Sigma Securities LLC793$1.57M0.1%N/A0.002%
8/20/2026 Benjamin Edwards Inc.1,259$2.50M0.0%-20.0%0.004%
8/20/2026 Alyeska Investment Group L.P.293$581K0.0%-97.5%0.001%
8/20/2026 Flputnam Investment Management Co.111$220K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.770$1.53M0.0%-1.2%0.002%
8/20/2026 Wedbush Securities Inc.204$404K0.0%-25.0%0.001%
8/20/2026 Meiji Yasuda Life Insurance Co555$1.10M0.0%+3.4%0.002%
8/20/2026 Greenleaf Trust597$1.18M0.0%+1.4%0.002%
8/19/2026 Capital Advisors Inc. OK321$636K0.0%+1.9%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC201,945$400.25M0.1%+38.3%0.574%
8/19/2026 New Mexico Educational Retirement Board1,700$3.37M0.1%+6.3%0.005%
8/19/2026 Royal London Asset Management Ltd.141,047$279.55M0.5%+2.0%0.401%
8/19/2026 Manchester Financial Inc.1,926$3.82M0.7%-8.4%0.005%
8/19/2026 Mufg Securities Americas Inc.1,059$2.10M0.1%+8.7%0.003%
8/19/2026 Van ECK Associates Corp10,688$21.18M0.0%+22.1%0.030%
8/19/2026 Nissay Asset Management Corp Japan4,842$9.60M0.0%+2.8%0.014%
8/19/2026 Navellier & Associates Inc.20,358$40.35M3.2%+2.8%0.058%
8/19/2026 Field & Main Bank16$32K0.0%N/A0.000%
8/19/2026 Prosperitas Financial LLC5,761$11.42M3.7%N/A0.016%
8/19/2026 Wellington Management Group LLP104,995$208.10M0.0%+447.6%0.298%
8/19/2026 Archer Investment Corp521$1.03M0.2%N/A0.001%
8/19/2026 Kingsview Wealth Management LLC1,028$2.04M0.0%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC660$1.31M0.0%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt880$1.74M0.1%N/A0.003%
8/18/2026 Glenview Trust Co231$319K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC28,872$57.22M0.3%N/A0.082%
8/18/2026 United Capital Financial Advisors LLC1,327$2.63M0.0%N/A0.004%
8/18/2026 Value Aligned Research Advisors LLC243,607$482.82M1.2%+14.0%0.692%
8/18/2026 Camarda Financial Advisors LLC139$275K0.1%N/A0.000%
8/18/2026 Caitlin John LLC648$1.28M0.7%N/A0.002%
8/18/2026 Equitable Holdings Inc.765$1.52M0.0%N/A0.002%
8/18/2026 Centaurus Financial Inc.286$567K0.0%N/A0.001%
8/18/2026 Coastal Bridge Advisors LLC103$204K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.2,205$4.37M0.0%N/A0.006%
8/18/2026 Public Employees Retirement System of Ohio12,175$24.13M0.1%N/A0.035%
8/18/2026 MASTERINVEST Kapitalanlage GmbH133$264K0.0%N/A0.000%
8/17/2026 Capstone Investment Advisors LLC1,300$2.58M0.0%N/A0.004%
8/17/2026 Proficio Capital Partners LLC1,479$2.93M0.1%N/A0.004%
8/17/2026 Pure Financial Advisors LLC167$331K0.0%N/A0.000%
8/17/2026 Transamerica Financial Advisors LLC5,372$10.65M0.9%N/A0.015%
8/17/2026 Corient Private Wealth LP5,146$10.17M0.0%N/A0.015%
8/17/2026 Perennial Investment Advisors LLC148$294K0.0%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.354$702K0.0%N/A0.001%
8/17/2026 Bank of America Corp DE97,968$194.17M0.0%N/A0.278%
8/15/2026 Strategic Global Advisors LLC3,400$6.74M1.0%N/A0.010%
8/15/2026 Caisse de depot et placement du Quebec123,032$243.84M0.3%N/A0.350%
8/15/2026 Man Group plc53,961$106.95M0.2%N/A0.153%
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8/15/2026 Roberts Glore & Co. Inc. IL103$204K0.1%N/A0.000%
8/15/2026 Jupiter Topco LLC93,950$186.12M0.1%N/A0.267%
8/14/2026 Hsbc Holdings PLC71,668$141.86M0.1%+5.2%0.204%
8/14/2026 Canada Pension Plan Investment Board32,880$65.17M0.0%N/A0.093%
8/14/2026 SIR Capital Management L.P.4,394$8.71M1.0%N/A0.012%
8/14/2026 Legal & General Group Plc201,870$400.10M0.1%N/A0.574%
8/14/2026 The Manufacturers Life Insurance Company23,817$47.20M0.0%N/A0.068%
8/14/2026 Jones Financial Companies Lllp13$26K0.0%N/A0.000%
8/14/2026 Fiduciary Financial Advisors35$67K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC508$1.01M0.1%N/A0.001%


FIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,204 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were California State Teachers Retirement System ($204.20B), BlackRock Inc. ($6.73B), Vanguard Group Inc. ($4.02B), Capital World Investors ($1.53B), State Street Corp ($1.33B), Geode Capital Management LLC ($1.10B), and AQR Capital Management LLC ($951.88M).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 1,097 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: California State Teachers Retirement System ($103.00M), BlackRock Inc. ($3.40M), Norges Bank ($1.45M), Jones Financial Companies Lllp ($833.91K), AQR Capital Management LLC ($814.65K), Vanguard Group Inc. ($714.65K), and JPMorgan Chase & Co. ($603.71K).

Institutional investors have bought a total of 115,745,732 shares in the last 24 months. This purchase volume represents approximately $221.78B in transactions.

Of the 438 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. ($411.58K), Westfield Capital Management Co. LP ($267.58K), AMF Tjanstepension AB ($215.38K), Symphony Financial Ltd. Co. ($163.28K), Fuller & Thaler Asset Management Inc. ($163.17K), and Baillie Gifford & Co. ($157.80K).

Institutional investors have sold a total of 6,047,184 shares in the last 24 months. This volume of shares sold represents approximately $5.59B in transactions.


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Institutional ownership data for NYSE:FIX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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