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Comfort Systems USA (FIX) Institutional Ownership

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$504.62 -0.53 (-0.10%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
300
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$1.35B
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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
1/17/2025 Lifestyle Asset Management Inc.918$389K0.2%-9.3%0.003%
1/17/2025 Inspire Investing LLC1,904$807K0.1%-15.7%0.005%
1/17/2025 Avior Wealth Management LLC2,618$1.11M0.0%-2.3%0.007%
1/17/2025 Janney Montgomery Scott LLC8,294$3.52M0.0%+33.8%0.023%
1/17/2025 Dakota Wealth Management788$334K0.0%+3.8%0.002%
1/17/2025 Nisa Investment Advisors LLC15,787$6.70M0.0%-13.1%0.044%
1/16/2025 Crossmark Global Holdings Inc.3,132$1.33M0.0%+10.3%0.009%
1/16/2025 Mountain Pacific Investment Advisers LLC81,783$34.68M2.4%+1.8%0.230%
1/16/2025 Harbor Investment Advisory LLC85$36K0.0%+183.3%0.000%
1/16/2025 UMB Bank n.a.981$416K0.0%+4.8%0.003%
1/16/2025 Diversify Advisory Services LLC1,066$469K0.0%-16.1%0.003%
1/16/2025 Diversify Wealth Management LLC4,081$1.80M0.1%+63.0%0.011%
1/16/2025 Artemis Investment Management LLP100,353$42.56M0.6%+55.8%0.282%
1/15/2025 HB Wealth Management LLC688$292K0.0%N/A0.002%
1/15/2025 Merit Financial Group LLC1,079$458K0.0%N/A0.003%
1/15/2025 Householder Group Estate & Retirement Specialist LLC907$384K0.3%+16.0%0.003%
1/15/2025 Ritholtz Wealth Management4,439$1.88M0.1%-1.3%0.012%
1/15/2025 Hennion & Walsh Asset Management Inc.1,287$546K0.0%N/A0.004%
1/14/2025 Argent Capital Management LLC4,054$1.72M0.0%N/A0.011%
1/14/2025 Contravisory Investment Management Inc.288$122K0.0%+89.5%0.001%
1/14/2025 BluePath Capital Management LLC500$220K0.1%N/A0.001%
1/14/2025 Redhawk Wealth Advisors Inc.5,056$2.14M0.3%+0.7%0.014%
1/14/2025 Brendel Financial Advisors LLC488$207K0.1%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.126$53K0.0%+28.6%0.000%
1/14/2025 Park Avenue Securities LLC3,146$1.33M0.0%+11.2%0.009%
1/14/2025 Assenagon Asset Management S.A.11,290$4.79M0.0%-31.2%0.032%
1/14/2025 Oak Thistle LLC1,464$621K0.2%N/A0.004%
1/14/2025 David J Yvars Group10,107$4.29M2.6%-0.5%0.028%
1/13/2025 AdvisorNet Financial Inc342$145K0.0%-28.9%0.001%
1/13/2025 Pallas Capital Advisors LLC19,231$8.16M0.3%-1.9%0.054%
1/13/2025 Northstar Advisory Group LLC693$294K0.1%-52.2%0.002%
1/13/2025 City Center Advisors LLC811$344K0.4%-27.1%0.002%
1/10/2025 Harbor Capital Advisors Inc.22,448$9.52M0.4%+0.6%0.063%
1/10/2025 Wealth Enhancement Advisory Services LLC2,670$1.04M0.0%+1.8%0.008%
1/8/2025 First Hawaiian Bank1,225$519K0.0%-63.6%0.003%
1/8/2025 Private Client Services LLC4,899$2.08M1.1%-13.9%0.014%
1/7/2025 Diversified Trust Co7,070$3.00M0.1%N/A0.020%
1/6/2025 Canandaigua National Bank & Trust Co.567$240K0.0%-4.7%0.002%
1/6/2025 Nordea Investment Management AB67,509$28.85M0.0%-10.3%0.190%
1/3/2025 Everence Capital Management Inc.640$271K0.0%N/A0.002%
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1/3/2025 GAMMA Investing LLC641$272K0.0%+14.1%0.002%
12/26/2024JPMorgan Chase & Co.130,811$51.06M0.0%-64.3%0.368%
12/19/2024Principal Financial Group Inc.180,559$70.49M0.0%-20.2%0.507%
12/13/2024Lord Abbett & CO. LLC180,202$70.34M0.2%-24.9%0.506%
12/6/2024Retirement Systems of Alabama53,647$20.94M0.1%-1.4%0.151%
11/27/2024Franklin Resources Inc.165,579$69.40M0.0%+0.8%0.465%
11/25/2024Tidal Investments LLC5,203$2.03M0.0%-25.0%0.015%
11/25/2024World Investment Advisors LLC2,912$1.14M0.0%N/A0.008%
11/25/2024Sanctuary Advisors LLC2,965$1.16M0.0%+48.9%0.008%
11/18/2024TD Private Client Wealth LLC1,087$424K0.0%+45.3%0.003%
11/18/2024Teachers Retirement System of The State of Kentucky11,864$4.63M0.0%-2.5%0.033%
11/18/2024Sunbelt Securities Inc.429$167K0.0%+22.6%0.001%
11/16/2024Geode Capital Management LLC748,128$292.09M0.0%+6.8%2.102%
11/15/2024Vestcor Inc5,386$2.10M0.1%+2.1%0.015%
11/15/2024M&T Bank Corp5,380$2.10M0.0%+6.5%0.015%
11/15/2024Abel Hall LLC619$242K0.2%-9.5%0.002%
11/15/2024Barclays PLC22,848$8.92M0.0%+23.4%0.064%
11/15/2024Public Employees Retirement System of Ohio12,983$5.07M0.0%-4.8%0.036%
11/15/2024MML Investors Services LLC8,595$3.36M0.0%-7.4%0.024%
11/15/2024Orion Portfolio Solutions LLC13,909$5.43M0.1%-11.3%0.039%
11/15/2024XTX Topco Ltd1,300$507K0.0%-82.6%0.004%
11/15/2024Zacks Investment Management8,650$3.38M0.0%+26.2%0.024%
11/15/2024National Bank of Canada FI151$59K0.0%-28.8%0.000%
11/15/2024Castleark Management LLC650$254K0.0%-96.0%0.002%
11/15/2024Wellington Management Group LLP141,837$55.37M0.0%-50.3%0.399%
11/15/2024Two Sigma Advisers LP33,400$13.04M0.0%+158.9%0.094%
11/15/2024Stansberry Asset Management LLC29,964$11.70M1.5%+1.5%0.084%
11/15/2024State Street Corp1,055,561$412.04M0.0%+0.6%2.966%
11/15/2024Stifel Financial Corp19,057$7.44M0.0%-13.9%0.054%
11/15/2024Systematic Financial Management LP129,611$50.59M1.3%-10.5%0.364%
11/15/2024Quantinno Capital Management LP3,727$1.46M0.0%+12.6%0.010%
11/15/2024Quarry LP201$78K0.0%+428.9%0.001%
11/15/2024Royal London Asset Management Ltd.255,501$99.74M0.2%+20.6%0.718%
11/15/2024Point72 DIFC Ltd2,244$876K0.0%-68.7%0.006%
11/15/2024Millburn Ridgefield Corp370$144K0.0%N/A0.001%
11/15/2024IHT Wealth Management LLC848$331K0.0%+11.3%0.002%
11/15/2024Integrated Wealth Concepts LLC1,977$772K0.0%-7.6%0.006%
11/15/2024Janus Henderson Group PLC102,128$39.87M0.0%-28.5%0.287%
11/15/2024HighTower Advisors LLC12,486$4.89M0.0%-11.2%0.035%
11/15/2024Hilltop Holdings Inc.6,966$2.72M0.2%-18.6%0.020%
11/15/2024Centiva Capital LP1,097$428K0.0%-42.4%0.003%
11/15/2024Benjamin Edwards Inc.1,184$462K0.0%+8.4%0.003%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,798$1.48M0.3%-22.9%0.011%
11/15/2024Kestra Investment Management LLC2,717$1.06M0.0%N/A0.008%
11/15/2024Point72 Hong Kong Ltd2,268$885K0.1%-89.7%0.006%
11/15/2024True Wealth Design LLC137$53K0.0%N/A0.000%
11/14/2024Edgestream Partners L.P.3,250$1.27M0.1%-43.0%0.009%
11/14/2024Caisse DE Depot ET Placement DU Quebec25,688$10.03M0.0%N/A0.072%
11/14/2024PDT Partners LLC5,436$2.12M0.2%-24.9%0.015%
11/14/2024Fred Alger Management LLC14,176$5.53M0.0%+20.1%0.040%
Wall St turns to THIS catalyst after Trump’s inauguration (Ad)

Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
11/14/2024Verition Fund Management LLC3,793$1.48M0.0%-65.7%0.011%
11/14/2024Captrust Financial Advisors2,012$785K0.0%+77.4%0.006%
11/14/2024Icon Wealth Advisors LLC881$344K0.0%N/A0.002%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC167,374$65.33M0.0%-0.9%0.470%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank8,151$3.18M0.0%+1.2%0.023%
11/14/2024MetLife Investment Management LLC19,975$7.80M0.0%-2.0%0.056%
11/14/2024CreativeOne Wealth LLC3,331$1.30M0.0%N/A0.009%
11/14/2024Blueshift Asset Management LLC1,158$452K0.1%-61.5%0.003%
11/13/2024Glenmede Trust Co. NA549$214K0.0%N/A0.002%
11/13/2024Bridgewater Associates LP15,718$6.14M0.0%+53.0%0.044%
(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, 510 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), FMR LLC ($604.47M), State Street Corp ($412.04M), Baillie Gifford & Co. ($393.14M), and Geode Capital Management LLC ($292.09M).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 434 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), Norges Bank ($395.29K), Vaughan Nelson Investment Management L.P. ($356.06K), and Millennium Management LLC ($283.42K).

How much institutional buying is happening at Comfort Systems USA?

Institutional investors have bought a total of 10,911,735 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

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

Of the 283 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 ($1.09M), Public Employees Retirement Association of Colorado ($869.52K), Victory Capital Management Inc. ($727.84K), Brown Advisory Inc. ($513.96K), Dimensional Fund Advisors LP ($431.07K), Capital World Investors ($414.74K), and Vanguard Group Inc. ($368.28K).

How much institutional selling is happening at Comfort Systems USA?

Institutional investors have sold a total of 10,347,299 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.



This page (NYSE:FIX) was last updated on 1/20/2025 by MarketBeat.com Staff
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