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 817 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
710
shares
|
$541,666
0.03% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
706
shares
|
$538,614
0.01% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
700
shares
|
$534,037
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
700
shares
|
$534,037
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
699
shares
|
$533,274
0.04% of portfolio
|
Q2 2025
Reduced 95.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
690
shares
|
$526,407
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
685
shares
|
$522,593
0.01% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
680
shares
|
$518,778
0.17% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
673
shares
|
$513,438
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
671
shares
|
$511,912
0.0% of portfolio
|
Q2 2025
Added 297.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
660
shares
|
$503,520
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
657
shares
|
$501,231
0.22% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
646
shares
|
$492,839
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
639
shares
|
$487,499
0.01% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
637
shares
|
$485,973
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
637
shares
|
$485,973
0.37% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
623
shares
|
$475,292
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
614
shares
|
$468,426
0.01% of portfolio
|
Q2 2025
Added 582.22%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
614
shares
|
$468,426
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
614
shares
|
$468,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
612
shares
|
$466,900
0.01% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
607
shares
|
$463,086
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
600
shares
|
$457,746
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
600
shares
|
$457,746
0.0% of portfolio
|
Q2 2025
Added 94.17%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
597
shares
|
$455,457
0.08% of portfolio
|
Q2 2025
New holding
|