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Comfort Systems USA (FIX) Institutional Ownership

Comfort Systems USA logo
$540.11 +6.34 (+1.19%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$539.90 -0.21 (-0.04%)
As of 07/11/2025 07:53 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)
481
Total
Institutional Inflows
(last 12 months)
$3.73B
Number of
Institutional Sellers
(last 12 months)
292
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
7/11/2025Kaufman Rossin Wealth LLC971$521K0.3%+12.6%0.003%
7/11/2025Farther Finance Advisors LLC1,219$654K0.0%+10.6%0.003%
7/11/2025Silver Oak Securities Incorporated2,134$1.14M0.1%-3.3%0.006%
7/11/2025Diversified Trust Co5,485$2.94M0.1%-0.5%0.016%
7/11/2025Assenagon Asset Management S.A.61,346$32.89M0.0%+7,675.2%0.174%
7/10/2025Anderson Hoagland & Co.8,371$4.49M0.4%-3.0%0.024%
7/10/2025Trust Point Inc.1,006$539K0.1%-14.2%0.003%
7/10/2025Moody National Bank Trust Division2,996$1.61M0.1%+9.1%0.008%
7/10/2025Redhawk Wealth Advisors Inc.5,017$2.69M0.3%+19.2%0.014%
7/10/2025NorthCrest Asset Manangement LLC979$530K0.0%+4.4%0.003%
7/10/2025Wealth Enhancement Advisory Services LLC12,816$6.93M0.0%+73.8%0.036%
7/10/2025Wedmont Private Capital479$256K0.0%N/A0.001%
7/10/2025Secure Asset Management LLC5,802$3.11M0.6%-9.0%0.016%
7/9/2025 Sivia Capital Partners LLC1,079$579K0.2%+40.9%0.003%
7/9/2025 Pallas Capital Advisors LLC21,420$11.49M0.4%+17.0%0.061%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.1,306$700K0.0%N/A0.004%
7/9/2025 Balefire LLC412$221K0.0%N/A0.001%
7/9/2025 Harbor Capital Advisors Inc.44,085$23.64M1.0%+0.1%0.125%
7/9/2025 Lifestyle Asset Management Inc.3,876$2.08M1.0%+314.1%0.011%
7/9/2025 Reyes Financial Architecture Inc.208$112K0.1%-40.7%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB199$107K0.0%+12.4%0.001%
7/8/2025 Canandaigua National Bank & Trust Co.429$230K0.0%N/A0.001%
7/8/2025 E. Ohman J or Asset Management AB74,628$40.02M1.0%-4.4%0.212%
7/8/2025 GK Wealth Management LLC384$206K0.2%N/A0.001%
7/8/2025 Gallacher Capital Management LLC790$423K0.2%-30.6%0.002%
7/8/2025 Parallel Advisors LLC535$287K0.0%+18.9%0.002%
7/7/2025 HMS Capital Management LLC1,353$726K0.3%-30.8%0.004%
7/7/2025 Insight Wealth Strategies LLC7,918$4.13M0.5%+1.1%0.022%
7/7/2025 OMNI 360 Wealth Inc.555$298K0.1%N/A0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.246$132K0.0%+25.5%0.001%
7/1/2025 Kera Capital Partners Inc.440$236K0.0%N/A0.001%
7/1/2025 Private Client Services LLC377$202K0.1%-80.1%0.001%
6/18/2025Voya Investment Management LLC228,971$73.66M0.1%-2.0%0.649%
6/5/2025Cim LLC5,156$1.66M0.2%-1.8%0.015%
6/3/2025Inspire Investing LLC2,160$696K0.1%+13.4%0.006%
5/28/2025Strs Ohio2,536$817K0.0%N/A0.007%
5/22/2025WBI Investments LLC628$202K0.1%+26.9%0.002%
5/21/2025Acadian Asset Management LLC169$54K0.0%-99.1%0.000%
5/20/2025Intech Investment Management LLC49,022$15.80M0.2%+21.2%0.139%
5/20/2025Focus Partners Wealth2,300$741K0.0%+110.6%0.007%
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5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC141,735$45.69M0.0%-11.1%0.402%
5/16/2025Empowered Funds LLC34,004$10.96M0.2%+1,155.2%0.096%
5/16/2025United Services Automobile Association2,324$753K0.0%N/A0.007%
5/16/2025Fred Alger Management LLC21,729$7.00M0.0%+33.9%0.062%
5/16/2025Redwood Investments LLC4,039$1.30M0.5%-47.3%0.011%
5/16/2025Goldman Sachs Group Inc.332,736$107.25M0.0%-47.6%0.943%
5/16/2025Kestra Investment Management LLC4,790$1.54M0.0%+37.6%0.014%
5/16/2025Jones Financial Companies Lllp833,028$268.51M0.2%+2,872,410.3%2.362%
5/16/2025Dynamic Technology Lab Private Ltd5,990$1.93M0.3%N/A0.017%
5/16/2025Scientech Research LLC2,484$801K0.2%N/A0.007%
5/16/2025 Rise Advisors LLC78$25K0.0%-43.5%0.000%
5/16/2025PharVision Advisers LLC1,017$328K0.5%+29.4%0.003%
5/16/2025NewEdge Advisors LLC3,412$1.10M0.0%+41.1%0.010%
5/16/2025Millennium Management LLC317,852$102.45M0.1%+91.0%0.901%
5/16/2025Integrated Wealth Concepts LLC1,783$575K0.0%-17.4%0.005%
5/16/2025Jacobs Levy Equity Management Inc.319,813$103.09M0.4%+299.2%0.907%
5/16/2025Granahan Investment Management LLC68,252$22M1.1%N/A0.193%
5/16/2025Edmond DE Rothschild Holding S.A.1,000$322K0.0%+42.9%0.003%
5/16/2025Concentric Capital Strategies LP4,521$1.46M0.1%N/A0.013%
5/16/2025Alliancebernstein L.P.295,744$95.33M0.0%-3.3%0.838%
5/16/2025AQR Capital Management LLC530,428$165.23M0.2%+106.4%1.504%
5/16/2025Advisors Asset Management Inc.3,603$1.16M0.0%+57.4%0.010%
5/16/2025Amundi24,811$7.73M0.0%+2,401.1%0.070%
5/16/20254D Advisors LLC10,000$3.22M2.5%+17.6%0.028%
5/15/2025Perbak Capital Partners LLP739$238K0.2%N/A0.002%
5/15/2025PDT Partners LLC9,134$2.94M0.2%+68.1%0.026%
5/15/2025Focus Partners Advisor Solutions LLC1,659$535K0.0%+228.5%0.005%
5/15/2025Royal Bank of Canada59,305$19.12M0.0%+24.8%0.168%
5/15/2025Graham Capital Management L.P.4,019$1.30M0.0%+28.3%0.011%
5/15/2025Quarry LP516$166K0.0%+37.2%0.001%
5/15/2025Benchmark Investment Advisors LLC5,398$1.74M1.1%+405.4%0.015%
5/15/2025Baird Financial Group Inc.5,640$1.82M0.0%+125.1%0.016%
5/15/2025Panagora Asset Management Inc.111,837$36.05M0.2%+149.8%0.317%
5/15/2025Hiddenite Capital Partners LP25,000$8.06M2.8%N/A0.071%
5/15/2025Evergreen Capital Management LLC2,169$699K0.0%+1.9%0.006%
5/15/2025Canada Pension Plan Investment Board31,800$10.25M0.0%+55.1%0.090%
5/15/2025State of Wyoming698$225K0.0%+48.5%0.002%
5/15/2025Trexquant Investment LP19,917$6.42M0.1%-8.2%0.056%
5/14/2025B. Metzler seel. Sohn & Co. AG4,421$1.43M0.0%-0.6%0.013%
5/14/2025CreativeOne Wealth LLC2,293$739K0.0%-4.1%0.007%
5/14/2025Ieq Capital LLC22,645$7.30M0.1%+57.7%0.064%
5/14/2025Caisse DE Depot ET Placement DU Quebec149,073$48.05M0.1%+46.5%0.423%
5/14/2025Corebridge Financial Inc.39,575$12.76M0.1%-2.4%0.112%
5/14/2025Virtus Advisers LLC281$91K0.1%N/A0.001%
5/14/2025Comerica Bank146,194$47.12M0.2%+3.3%0.414%
5/14/2025Freedom Investment Management Inc.1,289$415K0.0%N/A0.004%
5/14/2025MetLife Investment Management LLC21,226$6.84M0.0%-1.5%0.060%
5/14/2025Quantitative Investment Management LLC6,857$2.21M0.2%N/A0.019%
5/14/2025Systematic Financial Management LP94,189$30.36M0.9%-20.2%0.267%
5/14/2025Jump Financial LLC9,845$3.17M0.0%+3.5%0.028%
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5/14/2025Smartleaf Asset Management LLC113$37K0.0%-25.7%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.770$248K0.0%-43.0%0.002%
5/14/2025AlphaQuest LLC1,352$436K0.0%-20.2%0.004%
5/14/2025Kestra Advisory Services LLC3,898$1.26M0.0%+10.2%0.011%
5/14/2025Ameriprise Financial Inc.168,895$54.44M0.0%+18.4%0.479%
5/14/2025CW Advisors LLC22,367$7.21M0.1%+7.4%0.063%
5/14/2025Kaufman Rossin Wealth LLC862$278K0.2%N/A0.002%
5/14/2025Price T Rowe Associates Inc. MD145,126$46.78M0.0%-1.8%0.411%
5/14/2025Carmignac Gestion134,274$43.29M0.7%N/A0.381%
5/14/2025Credit Agricole S A24,448$7.88M0.0%-5.8%0.069%
(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, 699 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 605 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 10,010,394 shares in the last 24 months. This purchase volume represents approximately $3.73B in transactions.

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

Of the 292 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. ($614.08K), 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 5,916,947 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 7/12/2025 by MarketBeat.com Staff
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