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 |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
434
shares
|
$331,102
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
434
shares
|
$331,102
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
430
shares
|
$328,051
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
429
shares
|
$327,288
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
425
shares
|
$324,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
422
shares
|
$321,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
412
shares
|
$314,318
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
412
shares
|
$314,318
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
410
shares
|
$312,793
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
406
shares
|
$309,741
0.08% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
403
shares
|
$307,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
402
shares
|
$306,689
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
400
shares
|
$305,164
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
399
shares
|
$304,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
390
shares
|
$297,534
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
388
shares
|
$296,009
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
388
shares
|
$296,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
387
shares
|
$295,246
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
385
shares
|
$293,720
0.07% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
384
shares
|
$292,957
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
378
shares
|
$288,379
0.6% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
377
shares
|
$287,617
0.08% of portfolio
|
Q2 2025
Reduced 80.07%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
376
shares
|
$286,854
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
374
shares
|
$285,328
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
372
shares
|
$283,802
0.01% of portfolio
|
Q2 2025
Reduced 16.03%
|