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Comfort Systems USA (FIX) Institutional Ownership

Comfort Systems USA logo
$1,711.49 -29.87 (-1.72%)
As of 02:25 PM Eastern
This is a fair market value price provided by Massive. 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)
845
Total
Institutional Inflows
(last 12 months)
$17.94B
Number of
Institutional Sellers
(last 12 months)
444
Total
Institutional Outflows
(last 12 months)
$5.62B
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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
10/8/2026Artemis Investment Management LLP64,919$107.38M0.8%+232.0%0.184%
10/8/2026Apella Capital LLC533$928K0.0%+192.9%0.002%
10/8/2026Everhart Financial Group Inc.326$540K0.0%+6.2%0.001%
10/8/2026Avidian Wealth Enterprises LLC216$357K0.0%N/A0.001%
10/8/2026Valeo Financial Advisors LLC298$493K0.0%+17.3%0.001%
10/8/2026Vann Equity Management LLC288$477K0.3%-32.7%0.001%
10/8/2026City Center Advisors LLC166$275K0.2%-10.3%0.000%
10/7/2026Venture Visionary Partners LLC2,101$3.48M0.1%-2.8%0.006%
10/7/2026Steph & Co.51$84K0.0%+18.6%0.000%
10/7/2026Lake Hills Wealth Management LLC480$794K0.4%+14.0%0.001%
10/7/2026Glynn Capital Management LLC19$31K0.0%+58.3%0.000%
10/6/2026Congress Asset Management Co.9,376$15.51M0.1%-63.5%0.027%
10/6/2026Byrne Asset Management LLC85$143K0.1%-8.6%0.000%
10/6/2026Central Pacific Bank Trust Division714$1.18M0.1%-22.1%0.002%
10/5/2026Argent Capital Management LLC3,205$5.30M0.0%-16.5%0.009%
10/5/2026MassMutual Private Wealth & Trust FSB148$245K0.0%-17.3%0.000%
10/2/2026 CX Institutional147$243K0.0%+177.4%0.000%
10/2/2026 GoalVest Advisory LLC46,892$83K0.0%+213,045.5%0.133%
10/2/2026 Private Client Services LLC359$595K0.2%-43.6%0.001%
10/2/2026 Versant Capital Management Inc183$303K0.0%+3.4%0.001%
9/29/2026Greenwich Wealth Management LLC159$316K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.1,938$3.84M0.0%+3.2%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.384$762K0.0%+7.0%0.001%
9/22/2026Andra AP fonden10,983$21.77M0.2%-21.6%0.031%
9/15/2026Anchor Investment Management LLC79$157K0.0%+14.5%0.000%
9/9/2026Sequoia Financial Advisors LLC3,302$6.55M0.0%+13.9%0.009%
9/9/2026IPG Investment Advisors LLC925$1.83M0.3%N/A0.003%
9/9/2026Archford Capital Strategies LLC463$918K0.1%N/A0.001%
9/9/2026Gemmer Asset Management LLC122$242K0.0%N/A0.000%
9/9/2026National Pension Service67,589$133.96M0.1%-5.8%0.192%
9/9/2026Engineers Gate Manager LP2,219$4.40M0.1%-68.5%0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC629$1.25M0.1%+10.0%0.002%
9/9/2026Integrated Wealth Concepts LLC4,868$9.65M0.1%-7.5%0.014%
9/9/2026RFG Advisory LLC2,576$5.11M0.1%-8.6%0.007%
9/9/2026NewEdge Advisors LLC6,476$12.84M0.0%+30.5%0.018%
9/9/2026Hedeker Wealth LLC7,017$13.91M2.7%-1.6%0.020%
9/9/2026IFP Advisors Inc774$1.53M0.0%+18.7%0.002%
9/9/2026Baird Financial Group Inc.7,697$15.26M0.0%-23.8%0.022%
9/9/2026Arcus Capital Partners LLC174$345K0.1%-5.9%0.000%
9/9/2026BayBridge Capital Group LLC247$490K0.3%-71.5%0.001%
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9/8/2026Allworth Financial LP2,444$4.84M0.0%-17.2%0.007%
9/8/2026Arizona State Retirement System10,088$19.99M0.1%+5.2%0.029%
9/8/2026West Family Investments Inc.257$509K0.1%+33.2%0.001%
9/8/2026Waverly Advisors LLC2,969$5.88M0.0%+10.6%0.008%
9/8/2026Nykredit A S14,709$29.15M0.1%N/A0.042%
9/4/2026Parkside Financial Bank & Trust168$333K0.0%-14.3%0.000%
9/2/2026Brown Lisle Cummings Inc.24$48K0.0%-29.4%0.000%
8/27/2026Corient Private Wealth LP9,134$18.10M0.0%+62.8%0.026%
8/27/2026Tucker Asset Management LLC247$490K0.1%N/A0.001%
8/26/2026Amundi292,904$580.52M0.1%+114.1%0.832%
8/26/2026HighTower Advisors LLC6,284$12.46M0.0%-16.8%0.018%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al33,856$67.10M0.4%N/A0.096%
8/23/2026Tanager Wealth Management LLP148$293K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC1,893$3.75M0.1%N/A0.005%
8/23/2026Wedmont Private Capital657$1.30M0.0%+7.5%0.002%
8/23/2026HB Wealth Management LLC3,379$6.70M0.0%+6.5%0.010%
8/23/2026Nilsine Partners LLC115$228K0.0%N/A0.000%
8/23/2026Saudi Central Bank2,463$4.88M0.1%+89.2%0.007%
8/23/2026Angeles Wealth Management LLC287$569K0.0%+7.5%0.001%
8/22/2026Compass Financial Management LLC1,130$2.24M0.3%N/A0.003%
8/22/2026AlphaGrep UK Ltd533$1.06M0.3%N/A0.002%
8/22/2026Turner Financial Group Inc.171$338K0.3%N/A0.000%
8/22/2026Three Seasons Wealth LLC285$565K0.1%N/A0.001%
8/22/2026SMART Wealth LLC101$200K0.0%N/A0.000%
8/22/2026Comprehensive Financial Planning Inc. PA175$347K0.2%N/A0.000%
8/22/2026Raiffeisen Bank International AG1,448$2.82M0.0%-17.4%0.004%
8/22/2026Syon Capital LLC611$1.21M0.1%-12.6%0.002%
8/22/2026denkapparat Operations GmbH1,112$2.20M0.7%-10.8%0.003%
8/22/2026TD Waterhouse Canada Inc.2,787$5.20M0.0%-2.6%0.008%
8/22/2026Barlow Wealth Partners LLC350$694K0.1%-3.8%0.001%
8/22/2026Concurrent Investment Advisors LLC3,741$7.41M0.1%+304.0%0.011%
8/22/2026Prosperitas Financial LLC5,761$11.42M3.7%-4.5%0.016%
8/22/2026NEOS Investment Management LLC5,555$11.01M0.0%+16.2%0.016%
8/21/2026AXQ Capital LP1,096$2.17M0.2%-60.0%0.003%
8/21/2026Retireful LLC1,123$2.23M2.1%+8.7%0.003%
8/21/2026Nykredit A S16,843$33.38M0.1%N/A0.048%
8/21/2026Thrive Wealth Management LLC118$234K0.0%N/A0.000%
8/21/2026B. Metzler seel. Sohn & Co. AG6,561$13.00M0.1%+65.1%0.019%
8/21/2026SkyOak Wealth LLC121$240K0.0%N/A0.000%
8/21/2026XML Financial LLC291$577K0.0%-2.7%0.001%
8/21/2026Symphony Financial Ltd. Co.595$1.18M0.1%-7.0%0.002%
8/21/2026Secure Asset Management LLC2,665$5.28M0.8%+4.5%0.008%
8/21/2026Aubrey Capital Management Ltd2,800$5.55M3.4%-30.0%0.008%
8/21/2026Legacy Financial Advisors Inc.516$1.02M0.1%+9.8%0.001%
8/20/2026Proficio Capital Partners LLC1,479$2.93M0.1%+309.7%0.004%
8/20/2026JNBA Financial Advisors21$42K0.0%N/A0.000%
8/20/2026BTG Pactual Asset Management US LLC142$281K0.0%N/A0.000%
8/20/2026Moore Capital Management LP9,050$17.94M0.3%+52.4%0.026%
8/20/2026Sigma Planning Corp1,067$2.12M0.1%-21.6%0.003%
8/20/2026Two Sigma Securities LLC793$1.57M0.1%N/A0.002%
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8/20/2026Benjamin Edwards Inc.1,259$2.50M0.0%-20.0%0.004%
8/20/2026Alyeska Investment Group L.P.293$581K0.0%-97.5%0.001%
8/20/2026Flputnam Investment Management Co.111$220K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.770$1.53M0.0%-1.2%0.002%
8/20/2026Wedbush Securities Inc.204$404K0.0%-25.0%0.001%
8/20/2026Meiji Yasuda Life Insurance Co555$1.10M0.0%+3.4%0.002%
8/20/2026Greenleaf Trust597$1.18M0.0%+1.4%0.002%
8/19/2026Capital Advisors Inc. OK321$636K0.0%+1.9%0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC201,945$400.25M0.1%+38.3%0.574%
8/19/2026New Mexico Educational Retirement Board1,700$3.37M0.1%+6.3%0.005%


FIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,213 institutional investors and hedge funds held shares of Comfort Systems USA. The most heavily invested institutionals were 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), AQR Capital Management LLC ($951.88M), and FMR LLC ($719.65M).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 1,105 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: 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), JPMorgan Chase & Co. ($603.71K), and Proficio Capital Partners LLC ($517.35K).

Institutional investors have bought a total of 12,872,105 shares in the last 24 months. This purchase volume represents approximately $17.94B in transactions.

Of the 444 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 6,039,958 shares in the last 24 months. This volume of shares sold represents approximately $5.62B 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 10/8/2026. New 13F filings are added each quarter as they're published.
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