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Comfort Systems USA (FIX) Institutional Ownership

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$1,693.68 -19.92 (-1.16%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$1,697.50 +3.82 (+0.23%)
As of 08/7/2026 07:59 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 Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Comfort Systems USA (NYSE:FIX)

Current
Institutional Ownership
Percentage
96.51%
Number of
Institutional Buyers
(last 12 months)
830
Total
Institutional Inflows
(last 12 months)
$16.08B
Number of
Institutional Sellers
(last 12 months)
458
Total
Institutional Outflows
(last 12 months)
$5.91B
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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
8/8/2026 Wealthfront Advisers LLC3,137$6.22M0.0%N/A0.009%
8/8/2026 Meeder Advisory Services Inc.717$1.42M0.1%N/A0.002%
8/8/2026 Meeder Asset Management Inc.5,057$10.02M0.5%N/A0.014%
8/7/2026 Citizens Financial Group Inc. RI1,292$2.56M0.0%N/A0.004%
8/7/2026 Texas Capital Bank Wealth Management Services Inc146$290K0.0%N/A0.000%
8/7/2026 MidFirst Bank41$81K0.0%N/A0.000%
8/7/2026 BlackRock Inc.3,397,683$6.73B0.1%N/A9.654%
8/7/2026 Pallas Capital Advisors LLC12,126$24.03M0.7%N/A0.034%
8/7/2026 Deutsche Bank AG223,896$443.75M0.1%N/A0.636%
8/7/2026 Perigon Wealth Management LLC731$1.45M0.0%N/A0.002%
8/7/2026 Commerzbank Aktiengesellschaft FI1,329$2.63M0.1%N/A0.004%
8/7/2026 Phillips Wealth Planners LLC145$244K0.2%N/A0.000%
8/7/2026 Focused Wealth Management Inc114$226K0.0%N/A0.000%
8/7/2026 TimesSquare Capital Management LLC73,834$146.34M2.2%N/A0.210%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.86,222$170.89M0.1%N/A0.245%
8/7/2026 Crown Advisors Management Inc.10,000$19.82M10.9%N/A0.028%
8/7/2026 Persistent Asset Partners Ltd136$270K0.1%N/A0.000%
8/7/2026 OneDigital Investment Advisors LLC1,031$2.04M0.0%N/A0.003%
8/7/2026 Plato Investment Management Ltd2,412$4.75M0.3%N/A0.007%
8/7/2026 Bell Investment Advisors Inc42$83K0.0%N/A0.000%
8/7/2026 AMG National Trust Bank101$200K0.0%N/A0.000%
8/7/2026 Roman Butler Fullerton & Co.863$1.50M0.4%N/A0.002%
8/7/2026 Simplicity Wealth LLC303$601K0.0%N/A0.001%
8/7/2026 Chase Investment Counsel Corp1,105$2.19M0.5%N/A0.003%
8/6/2026 Nippon Life Global Investors Americas Inc.6,450$12.78M0.5%N/A0.018%
8/6/2026 Flputnam Investment Management Co.111$220K0.0%N/A0.000%
8/6/2026 Horizon Investment Services LLC4,936$9.79M2.7%N/A0.014%
8/6/2026 Global Retirement Partners LLC684$1.36M0.0%N/A0.002%
8/6/2026 Fielder Capital Group LLC193$383K0.1%N/A0.001%
8/6/2026 Bank of New York Mellon Corp186,926$370.48M0.1%N/A0.531%
8/6/2026 Leeward Financial Partners LLC272$539K0.1%N/A0.001%
8/6/2026 Private Advisory Group LLC1,357$2.69M0.1%N/A0.004%
8/6/2026 Focus Partners Advisor Solutions LLC4,624$9.17M0.1%N/A0.013%
8/6/2026 Bellars Harris Wealth Management LLC4,655$9.23M1.9%N/A0.013%
8/6/2026 GSA Capital Partners LLP1,444$2.86M0.2%N/A0.004%
8/6/2026 Avalon Trust Co16$32K0.0%N/A0.000%
8/6/2026 TFR Capital LLC.1,607$3.19M0.9%N/A0.005%
8/5/2026 Bridgewater Advisors Inc.128$206K0.0%N/A0.000%
8/3/2026 Phillips Financial Management LLC107$212K0.0%N/A0.000%
8/3/2026 Summit Global Investments511$1.01M0.1%N/A0.001%
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8/3/2026 Oppenheimer Asset Management Inc.1,824$3.62M0.0%N/A0.005%
8/3/2026 Mill Capital Management LLC135$268K0.0%N/A0.000%
7/12/2026 Walker Asset Management LLC306$606K0.3%-25.4%0.001%
7/10/2026 Insight Wealth Strategies LLC4,636$8.65M0.8%-14.7%0.013%
7/10/2026 Family Wealth Partners LLC301$597K0.2%-9.9%0.001%
7/10/2026 E. Ohman J or Asset Management AB15,448$30.62M0.7%-13.3%0.044%
7/10/2026 Handelsbanken Fonder AB21,390$42.39M0.1%+6.8%0.061%
7/10/2026 Carolina Wealth Advisors LLC18$36K0.0%+63.6%0.000%
7/10/2026 Redhawk Wealth Advisors Inc.1,930$3.83M0.4%-9.0%0.005%
7/10/2026 Fulton Bank N.A.621$1.23M0.0%+3.0%0.002%
7/9/2026 Revolve Wealth Partners LLC101$200K0.0%N/A0.000%
7/9/2026 Tactive Advisors LLC290$575K0.1%N/A0.001%
7/9/2026 Everhart Financial Group Inc.307$609K0.0%+5.1%0.001%
7/9/2026 Everpar Advisors LLC382$757K0.2%+99.0%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.5,094$10.10M0.3%+2.6%0.014%
7/9/2026 Valeo Financial Advisors LLC254$503K0.0%+26.4%0.001%
7/8/2026 Trust Point Inc.804$1.59M0.1%-2.7%0.002%
7/8/2026 Strategic Investment Solutions Inc. IL127$252K0.1%+12,600.0%0.000%
7/8/2026 LifeGoal Investments LLC308$610K0.3%+19.4%0.001%
7/8/2026 FNY Investment Advisers LLC400$792K0.3%-20.0%0.001%
7/8/2026 Cooper Financial Group127$252K0.0%-23.5%0.000%
7/8/2026 Czech National Bank10,003$19.83M0.1%+4.4%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab7,628$15.12M0.1%-25.8%0.022%
7/8/2026 Assenagon Asset Management S.A.31,013$61.47M0.1%+104.6%0.088%
7/8/2026 Apella Capital LLC182$361K0.0%N/A0.001%
7/8/2026 Thrive Wealth Management LLC118$234K0.0%N/A0.000%
7/7/2026 Fermata Advisors LLC130$258K0.1%N/A0.000%
7/7/2026 David J Yvars Group240$476K0.2%+41.2%0.001%
7/7/2026 Mirador Capital Partners LP529$1.05M0.1%+21.1%0.002%
7/7/2026 Balefire LLC133$264K0.0%-42.9%0.000%
7/7/2026 Baron Wealth Management LLC134$266K0.1%N/A0.000%
7/7/2026 GAMMA Investing LLC1,435$2.84M0.1%+5.9%0.004%
7/7/2026 Avior Wealth Management LLC847$1.68M0.0%-48.6%0.002%
7/7/2026 CoreCap Advisors LLC78$155K0.0%+550.0%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.129$257K0.1%N/A0.000%
7/7/2026 Anderson Hoagland & Co.4,328$8.58M0.7%-28.7%0.012%
7/7/2026 City Center Advisors LLC185$367K0.3%-3.6%0.001%
7/6/2026 Private Client Services LLC637$1.26M0.3%-70.0%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB179$355K0.0%-9.1%0.001%
7/2/2026 Versant Capital Management Inc177$351K0.0%+6.6%0.001%
7/2/2026 CX Institutional53$105K0.0%+65.6%0.000%
7/1/2026 First Financial Bank Trust Division1,204$2.39M0.2%N/A0.003%
7/1/2026 Eastern Bank50$99K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC167$230K0.0%+28.5%0.000%
6/18/2026Pacer Advisors Inc.1,785$2.46M0.0%-36.4%0.005%
6/18/2026Wealth High Governance Capital Ltda14,023$19.34M5.8%N/A0.040%
6/18/2026Wealth High Governance Asset Management Ltda.11,954$16.48M5.8%N/A0.034%
6/3/2026 Parallel Advisors LLC663$914K0.0%+17.3%0.002%
6/3/2026NewEdge Advisors LLC4,964$6.85M0.0%+7.4%0.014%
6/1/2026Caerus Investment Advisors LLC1,214$1.67M0.7%-21.1%0.003%
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5/26/2026Glenmede Trust Co. NA424$585K0.0%+26.9%0.001%
5/22/2026Groupama Asset Managment430$593K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC990$1.37M0.1%-23.7%0.003%
5/21/2026 Argent Capital Management LLC6,985$9.63M0.3%+20.8%0.020%
5/19/2026Western Wealth Management LLC60$83K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC3,414$4.71M0.1%-26.2%0.010%
5/19/2026Ariadne Wealth Management LP904$1.25M0.6%-4.4%0.003%
5/19/2026Bank of America Corp DE129,056$177.97M0.0%-16.5%0.367%
5/19/2026Edgestream Partners L.P.4,938$6.81M0.2%N/A0.014%
5/19/2026Janus Henderson Group PLC115,378$159.08M0.1%+16.6%0.328%


FIX Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,166 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 1,056 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), AQR Capital Management LLC ($881.35K), Jones Financial Companies Lllp ($833.89K), Vanguard Group Inc. ($714.65K), JPMorgan Chase & Co. ($603.71K), and Proficio Capital Partners LLC ($514.75K).

Institutional investors have bought a total of 13,481,163 shares in the last 24 months. This purchase volume represents approximately $16.08B in transactions.

Of the 455 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. ($424.88K), Westfield Capital Management Co. LP ($267.58K), AMF Tjanstepension AB ($215.38K), First Trust Advisors LP ($198.14K), Symphony Financial Ltd. Co. ($163.23K), and Fuller & Thaler Asset Management Inc. ($163.17K).

Institutional investors have sold a total of 6,696,589 shares in the last 24 months. This volume of shares sold represents approximately $5.91B in transactions.



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 8/8/2026. New 13F filings are added each quarter as they're published.
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