Comfort Systems USA (FIX) Institutional Ownership

$309.75

+17.61 (+6.03%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 96.51%
Number of Institutional Buyers (last 12 months): 264
Total Institutional Inflows (last 12 months): $1.34B

Number of Institutional Sellers (last 12 months): 206
Total Institutional Outflows (last 12 months): $974.76M

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FIX Institutional Buying and Selling by Quarter

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Comfort Systems USA Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	McClarren Financial Advisors Inc.	304	$92K	0.1%	+10,033.3%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	4,448	$1.35M	0.0%	+482.2%	0.012%
7/26/2024	Legato Capital Management LLC	9,000	$2.74M	0.4%	-6.5%	0.025%
7/26/2024	Summit Securities Group LLC	1,443	$439K	0.1%	N/A	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	80,994	$24.63M	0.0%	-14.4%	0.227%
7/26/2024	State of Michigan Retirement System	8,600	$2.62M	0.0%	-1.1%	0.024%
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7/26/2024	AlphaCentric Advisors LLC	258	$78K	0.1%	N/A	0.001%
7/26/2024	Bank of New York Mellon Corp	320,894	$97.59M	0.0%	-9.9%	0.898%
7/25/2024	Raymond James Trust N.A.	1,189	$362K	0.0%	-10.2%	0.003%
7/25/2024	Calamos Advisors LLC	2,274	$692K	0.0%	-42.5%	0.006%
7/25/2024	Baillie Gifford & Co.	1,039,407	$316.10M	0.2%	-1.9%	2.910%
7/24/2024	Retirement Systems of Alabama	54,396	$16.54M	0.1%	+0.4%	0.152%
7/24/2024	New York State Teachers Retirement System	25,594	$7.78M	0.0%	+15.3%	0.072%
7/24/2024	Nicholas Company Inc.	18,256	$5.55M	0.1%	-15.1%	0.051%
7/24/2024	Louisiana State Employees Retirement System	10,100	$3.07M	0.1%	-1.0%	0.028%
7/24/2024	Arcus Capital Partners LLC	853	$259K	0.1%	N/A	0.002%
7/23/2024	Private Advisory Group LLC	2,652	$807K	0.1%	-10.5%	0.007%
7/23/2024	Hennessy Advisors Inc.	168,600	$51.28M	1.9%	-3.0%	0.472%
7/23/2024	NewSquare Capital LLC	15,425	$4.69M	0.4%	N/A	0.043%
7/23/2024	Fifth Third Wealth Advisors LLC	1,216	$370K	0.0%	N/A	0.003%
7/22/2024	Fifth Third Bancorp	2,037	$619K	0.0%	-6.9%	0.006%
7/22/2024	Freedom Day Solutions LLC	8,777	$2.67M	0.9%	+2.6%	0.025%
7/22/2024	Pallas Capital Advisors LLC	18,244	$5.50M	0.2%	-0.4%	0.051%
7/22/2024	Dakota Wealth Management	757	$230K	0.0%	-31.0%	0.002%
7/20/2024	Nisa Investment Advisors LLC	16,543	$5.03M	0.0%	-13.5%	0.046%
7/19/2024	BTC Capital Management Inc.	1,511	$460K	0.0%	-6.1%	0.004%
7/19/2024	Lifestyle Asset Management Inc.	1,107	$337K	0.2%	+9.6%	0.003%
7/19/2024	Raymond James & Associates	47,140	$14.34M	0.0%	-10.8%	0.132%
7/19/2024	Boston Trust Walden Corp	99,436	$30.24M	0.2%	-12.1%	0.278%
7/18/2024	Blue Trust Inc.	780	$248K	0.0%	+25.2%	0.002%
7/18/2024	Sawgrass Asset Management LLC	1,441	$438K	0.0%	-8.5%	0.004%
7/18/2024	Portside Wealth Group LLC	2,196	$668K	0.1%	-5.4%	0.006%
7/18/2024	Assenagon Asset Management S.A.	5,194	$1.58M	0.0%	+66.4%	0.015%
7/18/2024	Swedbank AB	90,000	$27.37M	0.0%	-10.0%	0.252%
7/17/2024	Strid Group LLC	3,048	$927K	0.2%	+8.6%	0.009%
7/17/2024	SteelPeak Wealth LLC	831	$253K	0.0%	N/A	0.002%
7/17/2024	Redhawk Wealth Advisors Inc.	4,822	$1.47M	0.2%	-17.9%	0.013%
7/17/2024	AdvisorNet Financial Inc	481	$146K	0.0%	+95.5%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	1,911	$581K	0.0%	-35.3%	0.005%
7/16/2024	Diversified Trust Co	5,255	$1.60M	0.0%	-16.5%	0.015%
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7/16/2024	Roman Butler Fullerton & Co.	4,174	$1.29M	0.4%	-24.5%	0.012%
7/15/2024	Securian Asset Management Inc.	2,814	$856K	0.0%	-3.4%	0.008%
7/15/2024	Artemis Investment Management LLP	98,582	$29.98M	0.4%	-38.6%	0.276%
7/12/2024	Diversify Advisory Services LLC	1,660	$500K	0.0%	-44.8%	0.005%
7/12/2024	SG Americas Securities LLC	10,579	$3.22M	0.0%	+513.3%	0.030%
7/12/2024	Opal Wealth Advisors LLC	135	$41K	0.0%	N/A	0.000%
7/11/2024	OLD National Bancorp IN	807	$245K	0.0%	N/A	0.002%
7/11/2024	Canandaigua National Bank & Trust Co.	1,081	$329K	0.0%	-6.0%	0.003%
7/11/2024	Mountain Pacific Investment Advisers LLC	80,329	$24.43M	1.8%	+1.4%	0.225%
7/10/2024	Linden Thomas Advisory Services LLC	1,556	$473K	0.1%	+9.9%	0.004%
7/10/2024	Anderson Hoagland & Co.	8,803	$2.65M	0.3%	-43.2%	0.025%
7/10/2024	CWM LLC	218	$66K	0.0%	+60.3%	0.001%
7/9/2024	Park Avenue Securities LLC	3,441	$1.05M	0.0%	-33.6%	0.010%
7/9/2024	Kingswood Wealth Advisors LLC	3,847	$1.17M	0.1%	+36.1%	0.011%
7/9/2024	Harbor Capital Advisors Inc.	11,099	$3.38M	0.3%	+275.2%	0.031%
7/3/2024	Moody National Bank Trust Division	711	$216K	0.0%	N/A	0.002%
7/2/2024	GAMMA Investing LLC	351	$107K	0.0%	+13.6%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	12,523	$3.95M	0.0%	-11.5%	0.035%
5/30/2024	EULAV Asset Management	80,604	$25.61M	0.7%	+7.3%	0.226%
5/28/2024	Teachers Retirement System of The State of Kentucky	16,629	$5.28M	0.0%	-15.7%	0.047%
5/24/2024	Cetera Advisors LLC	3,057	$971K	0.0%	N/A	0.009%
5/24/2024	Cetera Investment Advisers	6,122	$1.95M	0.0%	+75.5%	0.017%
5/21/2024	Atria Investments Inc	3,753	$1.19M	0.0%	N/A	0.011%
5/21/2024	Swedbank AB	100,000	$31.77M	0.0%	N/A	0.280%
5/20/2024	Virtu Financial LLC	3,893	$1.24M	0.1%	N/A	0.011%
5/20/2024	Cim LLC	2,489	$791K	0.1%	-2.5%	0.007%
5/17/2024	iA Global Asset Management Inc.	1,521	$483K	0.0%	N/A	0.004%
5/17/2024	Comerica Bank	103,730	$32.96M	0.1%	+34.5%	0.290%
5/17/2024	Castleark Management LLC	21,710	$6.90M	0.3%	-11.7%	0.061%
5/17/2024	Tidal Investments LLC	6,199	$1.97M	0.0%	+22.2%	0.017%
5/16/2024	California State Teachers Retirement System	35,699	$11.34M	0.0%	-5.4%	0.100%
5/16/2024	Janus Henderson Group PLC	155,211	$49.31M	0.0%	-28.0%	0.435%
5/16/2024	Kennedy Capital Management LLC	24,473	$7.78M	0.2%	-33.2%	0.069%
5/16/2024	Bayesian Capital Management LP	4,100	$1.30M	0.1%	N/A	0.011%
5/16/2024	Blackstone Inc.	130,000	$41.30M	0.2%	N/A	0.364%
5/15/2024	Mount Yale Investment Advisors LLC	904	$287K	0.0%	-33.1%	0.003%
5/15/2024	Public Employees Retirement System of Ohio	276	$88K	0.0%	-97.1%	0.001%
5/15/2024	Public Employees Retirement Association of Colorado	113,572	$36.08M	0.2%	-18.1%	0.318%
5/15/2024	Price T Rowe Associates Inc. MD	417,231	$132.56M	0.0%	-12.3%	1.168%
5/15/2024	Hood River Capital Management LLC	479,656	$152.39M	3.4%	-0.5%	1.343%
5/15/2024	Lazard Asset Management LLC	131,191	$41.68M	0.1%	+88.3%	0.367%
5/15/2024	1832 Asset Management L.P.	7,500	$2.38M	0.0%	N/A	0.021%
5/14/2024	Capital World Investors	2,153,707	$684.25M	0.1%	+26.6%	6.029%
5/14/2024	Capital Research Global Investors	209,069	$66.42M	0.0%	-18.4%	0.585%
5/14/2024	Axxcess Wealth Management LLC	650	$206K	0.0%	N/A	0.002%
5/14/2024	CreativeOne Wealth LLC	3,287	$1.04M	0.0%	N/A	0.009%
5/14/2024	EntryPoint Capital LLC	193	$61K	0.1%	-74.0%	0.001%
5/14/2024	Shell Asset Management Co.	1,581	$502K	0.0%	+36.9%	0.004%
5/14/2024	Pitcairn Co.	2,128	$676K	0.0%	-59.7%	0.006%
5/14/2024	Saturna Capital Corp	8,059	$2.56M	0.0%	-15.7%	0.023%
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5/14/2024	CANADA LIFE ASSURANCE Co	23,896	$7.59M	0.0%	+14.7%	0.067%
5/14/2024	American International Group Inc.	64,304	$20.43M	0.1%	-1.9%	0.180%
5/13/2024	Bessemer Group Inc.	66,854	$21.24M	0.0%	-8.5%	0.187%
5/13/2024	O Shaughnessy Asset Management LLC	13,771	$4.38M	0.0%	-4.4%	0.039%
5/13/2024	Ameritas Investment Partners Inc.	11,419	$3.63M	0.1%	-0.5%	0.032%
5/11/2024	Covestor Ltd	515	$164K	0.1%	-8.2%	0.001%
5/11/2024	Edgestream Partners L.P.	5,238	$1.66M	0.1%	+14.4%	0.015%
5/10/2024	Ontario Teachers Pension Plan Board	4,828	$1.53M	0.0%	N/A	0.014%
5/10/2024	Acadian Asset Management LLC	72,826	$23.12M	0.1%	N/A	0.204%
5/10/2024	Vanguard Group Inc.	3,909,392	$1.24B	0.0%	-0.1%	10.944%

(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, 423 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were Vanguard Group Inc. ($1.24B), BlackRock Inc. ($1.02B), Capital World Investors ($684.25M), Baillie Gifford & Co. ($316.10M), Invesco Ltd. ($224.46M), Westfield Capital Management Co. LP ($211.92M), and Dimensional Fund Advisors LP ($185.02M).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 358 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), Westfield Capital Management Co. LP ($667.04K), Premier Fund Managers Ltd ($611.00K), Capital World Investors ($451.85K), FMR LLC ($404.18K), Norges Bank ($395.29K), and Envestnet Asset Management Inc. ($246.16K).

How much institutional buying is happening at Comfort Systems USA?: Institutional investors have bought a total of 9,634,442 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.
Which Comfort Systems USA major shareholders have been selling company stock?: Of the 245 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: River Road Asset Management LLC ($1.23M), Public Employees Retirement Association of Colorado ($874.27K), Victory Capital Management Inc. ($810.81K), Brown Advisory Inc. ($603.53K), Capital World Investors ($414.74K), Dimensional Fund Advisors LP ($394.41K), and Vanguard Group Inc. ($368.28K).
How much institutional selling is happening at Comfort Systems USA?: Institutional investors have sold a total of 9,880,497 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.