Institutional Ownership Comfort Systems Usa Inc (FIX)
This table provides information about the institutional ownership of Comfort Systems Usa Inc (FIX). We have compiled data on the 691 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
3,199
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,194
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 22.85%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
3,130
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
3,009
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,003
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
2,995
shares
|
$1.39 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,963
shares
|
$1.38 Million
0.46% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,900
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,892
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 37.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,839
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,825
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
2,746
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
2,682
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
2,660
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 2275.0%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
2,660
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Added 86.93%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,642
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 144.86%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,613
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
2,609
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,556
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 13.1%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,524
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 62.73%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
2,500
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Added 55.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,500
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2023
Added 8.7%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
2,484
shares
|
$1.16 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,481
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,468
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|