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 700 institutions that hold shares in the stock, with a total of 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
105
shares
|
$56,177
0.0% of portfolio
|
Q1 2025
Added 54.41%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
104
shares
|
$55,642
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
103
shares
|
$55,107
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
101
shares
|
$54,037
0.0% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
100
shares
|
$53,502
0.04% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
96
shares
|
$51,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
94
shares
|
$50,291
0.0% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
90
shares
|
$48,151
0.0% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
85
shares
|
$45,476
0.0% of portfolio
|
Q2 2024
Reduced 93.23%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
84
shares
|
$44,941
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
83
shares
|
$44,406
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
82
shares
|
$43,871
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
82
shares
|
$43,871
0.01% of portfolio
|
Q1 2025
Added 49.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
80
shares
|
$42,801
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
73
shares
|
$39,056
0.0% of portfolio
|
Q1 2025
Added 82.5%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
69
shares
|
$36,916
0.0% of portfolio
|
Q2 2024
Added 245.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
67
shares
|
$35,846
0.0% of portfolio
|
Q3 2022
Added 109.38%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
57
shares
|
$30,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$28,891
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$26,751
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$26,215
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
43
shares
|
$23,005
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
42
shares
|
$22,470
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
40
shares
|
$21,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
40
shares
|
$21,400
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|