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Comfort Systems USA (FIX) Institutional Ownership

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$474.42 +4.19 (+0.89%)
As of 01:00 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)
475
Total
Institutional Inflows
(last 12 months)
$3.72B
Number of
Institutional Sellers
(last 12 months)
285
Total
Institutional Outflows
(last 12 months)
$2.21B
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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
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC141,735$45.69M0.0%-11.1%0.402%
5/16/2025 Empowered Funds LLC34,004$10.96M0.2%+1,155.2%0.096%
5/16/2025 United Services Automobile Association2,324$753K0.0%N/A0.007%
5/16/2025 Fred Alger Management LLC21,729$7.00M0.0%+33.9%0.062%
5/16/2025 Redwood Investments LLC4,039$1.30M0.5%-47.3%0.011%
5/16/2025 Goldman Sachs Group Inc.332,736$107.25M0.0%-47.6%0.943%
5/16/2025 Kestra Investment Management LLC4,790$1.54M0.0%+37.6%0.014%
5/16/2025 Jones Financial Companies Lllp833,028$268.51M0.2%+2,872,410.3%2.362%
5/16/2025 Dynamic Technology Lab Private Ltd5,990$1.93M0.3%N/A0.017%
5/16/2025 Scientech Research LLC2,484$801K0.2%N/A0.007%
5/16/2025 Rise Advisors LLC78$25K0.0%-43.5%0.000%
5/16/2025 PharVision Advisers LLC1,017$328K0.5%+29.4%0.003%
5/16/2025 NewEdge Advisors LLC3,412$1.10M0.0%+41.1%0.010%
5/16/2025 Millennium Management LLC317,852$102.45M0.1%+91.0%0.901%
5/16/2025 Integrated Wealth Concepts LLC1,783$575K0.0%-17.4%0.005%
5/16/2025 Jacobs Levy Equity Management Inc.319,813$103.09M0.4%+299.2%0.907%
5/16/2025 Granahan Investment Management LLC68,252$22M1.1%N/A0.193%
5/16/2025 Edmond DE Rothschild Holding S.A.1,000$322K0.0%+42.9%0.003%
5/16/2025 Concentric Capital Strategies LP4,521$1.46M0.1%N/A0.013%
5/16/2025 Alliancebernstein L.P.295,744$95.33M0.0%-3.3%0.838%
5/16/2025 AQR Capital Management LLC530,428$165.23M0.2%+106.4%1.504%
5/16/2025 Advisors Asset Management Inc.3,603$1.16M0.0%+57.4%0.010%
5/16/2025 Amundi24,811$7.73M0.0%+2,401.1%0.070%
5/16/2025 4D Advisors LLC10,000$3.22M2.5%+17.6%0.028%
5/15/2025 Perbak Capital Partners LLP739$238K0.2%N/A0.002%
5/15/2025 PDT Partners LLC9,134$2.94M0.2%+68.1%0.026%
5/15/2025 Focus Partners Advisor Solutions LLC1,659$535K0.0%+228.5%0.005%
5/15/2025 Royal Bank of Canada59,305$19.12M0.0%+24.8%0.168%
5/15/2025 Graham Capital Management L.P.4,019$1.30M0.0%+28.3%0.011%
5/15/2025 Quarry LP516$166K0.0%+37.2%0.001%
5/15/2025 Benchmark Investment Advisors LLC5,398$1.74M1.1%+405.4%0.015%
5/15/2025 Baird Financial Group Inc.5,640$1.82M0.0%+125.1%0.016%
5/15/2025 Panagora Asset Management Inc.111,837$36.05M0.2%+149.8%0.317%
5/15/2025 Hiddenite Capital Partners LP25,000$8.06M2.8%N/A0.071%
5/15/2025 Evergreen Capital Management LLC2,169$699K0.0%+1.9%0.006%
5/15/2025 Canada Pension Plan Investment Board31,800$10.25M0.0%+55.1%0.090%
5/15/2025 State of Wyoming698$225K0.0%+48.5%0.002%
5/15/2025 Trexquant Investment LP19,917$6.42M0.1%-8.2%0.056%
5/14/2025 B. Metzler seel. Sohn & Co. AG4,421$1.43M0.0%-0.6%0.013%
5/14/2025 CreativeOne Wealth LLC2,293$739K0.0%-4.1%0.007%
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5/14/2025 Ieq Capital LLC22,645$7.30M0.1%+57.7%0.064%
5/14/2025 Caisse DE Depot ET Placement DU Quebec149,073$48.05M0.1%+46.5%0.423%
5/14/2025 Corebridge Financial Inc.39,575$12.76M0.1%-2.4%0.112%
5/14/2025 Virtus Advisers LLC281$91K0.1%N/A0.001%
5/14/2025 Comerica Bank146,194$47.12M0.2%+3.3%0.414%
5/14/2025 Freedom Investment Management Inc.1,289$415K0.0%N/A0.004%
5/14/2025 MetLife Investment Management LLC21,226$6.84M0.0%-1.5%0.060%
5/14/2025 Quantitative Investment Management LLC6,857$2.21M0.2%N/A0.019%
5/14/2025 Systematic Financial Management LP94,189$30.36M0.9%-20.2%0.267%
5/14/2025 Jump Financial LLC9,845$3.17M0.0%+3.5%0.028%
5/14/2025 Smartleaf Asset Management LLC113$37K0.0%-25.7%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.770$248K0.0%-43.0%0.002%
5/14/2025 AlphaQuest LLC1,352$436K0.0%-20.2%0.004%
5/14/2025 Kestra Advisory Services LLC3,898$1.26M0.0%+10.2%0.011%
5/14/2025 Ameriprise Financial Inc.168,895$54.44M0.0%+18.4%0.479%
5/14/2025 CW Advisors LLC22,367$7.21M0.1%+7.4%0.063%
5/14/2025 Kaufman Rossin Wealth LLC862$278K0.2%N/A0.002%
5/14/2025 Price T Rowe Associates Inc. MD145,126$46.78M0.0%-1.8%0.411%
5/14/2025 Carmignac Gestion134,274$43.29M0.7%N/A0.381%
5/14/2025 Credit Agricole S A24,448$7.88M0.0%-5.8%0.069%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S41,690$13.44M0.2%+10.1%0.118%
5/14/2025 Hsbc Holdings PLC7,862$2.51M0.0%-36.3%0.022%
5/14/2025 Fuller & Thaler Asset Management Inc.645,434$208.04M0.8%-0.5%1.830%
5/14/2025 Wellington Management Group LLP55,717$17.96M0.0%-56.5%0.158%
5/13/2025 Aptus Capital Advisors LLC29,263$9.43M0.1%+12.3%0.083%
5/13/2025 Northern Trust Corp317,615$102.38M0.0%+0.9%0.900%
5/13/2025 Brooklyn Investment Group115$37K0.0%+259.4%0.000%
5/13/2025 Versor Investments LP1,278$412K0.1%-28.5%0.004%
5/13/2025 Algert Global LLC39,389$12.70M0.3%+4.8%0.112%
5/13/2025 Raymond James Financial Inc.89,367$28.81M0.0%-2.9%0.253%
5/13/2025 Cowa LLC10,402$3.35M1.4%+95.2%0.029%
5/13/2025 Cresset Asset Management LLC1,272$410K0.0%+50.2%0.004%
5/13/2025 Alliance Wealth Advisors LLC UT3,641$1.17M0.3%+4.3%0.010%
5/13/2025 Gen Wealth Partners Inc406$131K0.1%-39.1%0.001%
5/13/2025 State of New Jersey Common Pension Fund D12,056$3.89M0.0%-5.9%0.034%
5/13/2025 Nations Financial Group Inc. IA ADV1,428$460K0.0%+5.2%0.004%
5/13/2025 Thompson Davis & CO. Inc.1,674$540K0.4%+69.1%0.005%
5/13/2025 American Century Companies Inc.85,054$27.42M0.0%+7.6%0.241%
5/13/2025 Ethic Inc.2,524$833K0.0%+62.7%0.007%
5/13/2025 Dimensional Fund Advisors LP388,638$125.25M0.0%+5.7%1.102%
5/13/2025 Fox Run Management L.L.C.5,551$1.79M0.3%+268.3%0.016%
5/13/2025 Kovitz Investment Group Partners LLC11,956$3.85M0.0%+1,993.9%0.034%
5/13/2025 Lord Abbett & CO. LLC94,363$30.42M0.1%-41.3%0.268%
5/13/2025 Ground Swell Capital LLC1,122$362K0.8%N/A0.003%
5/13/2025 Crown Advisors Management Inc.14,000$4.51M4.0%+40.0%0.040%
5/13/2025 LGT Group Foundation854$275K0.0%N/A0.002%
5/13/2025 Russell Investments Group Ltd.124,482$40.13M0.1%+137.5%0.353%
5/13/2025 Stone House Investment Management LLC96$31K0.0%N/A0.000%
5/13/2025 HighTower Advisors LLC7,992$2.58M0.0%-35.6%0.023%
5/12/2025 Nuveen LLC231,544$74.63M0.0%N/A0.656%
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5/12/2025 Aigen Investment Management LP1,030$332K0.1%N/A0.003%
5/12/2025 Virtu Financial LLC4,252$1.37M0.1%+124.6%0.012%
5/12/2025 Entropy Technologies LP2,199$709K0.1%-54.2%0.006%
5/12/2025 Polen Capital Management LLC1,166$376K0.0%N/A0.003%
5/12/2025 Invesco Ltd.1,004,133$323.66M0.1%-28.4%2.847%
5/12/2025 Sierra Summit Advisors LLC1,802$581K0.1%N/A0.005%
5/12/2025 JPMorgan Chase & Co.519,437$167.43M0.0%+36.4%1.473%
5/12/2025 Cynosure Group LLC1,998$644K0.1%+45.9%0.006%
5/12/2025 Townsquare Capital LLC16,696$5.38M0.1%+1.8%0.047%
5/12/2025 Locust Wood Capital Advisers LLC2,130$687K0.0%N/A0.006%
(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, 693 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 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 600 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), 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 16,518,332 shares in the last 24 months. This purchase volume represents approximately $5.05B in transactions.

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

Of the 356 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 ($809.59K), Baillie Gifford & Co. ($742.01K), Capital World Investors ($545.47K), Dimensional Fund Advisors LP ($436.97K), Invesco Ltd. ($430.05K), Vanguard Group Inc. ($368.28K), and Goldman Sachs Group Inc. ($302.28K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 10,756,347 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions.



This page (NYSE:FIX) was last updated on 5/20/2025 by MarketBeat.com Staff
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