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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
16
shares
|
$8,560
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
16
shares
|
$8,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
16
shares
|
$8,560
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
15
shares
|
$8,025
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15
shares
|
$8,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14
shares
|
$7,490
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
13
shares
|
$6,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
12
shares
|
$6,420
0.0% of portfolio
|
Q1 2025
Reduced 86.05%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
12
shares
|
$6,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
11
shares
|
$5,885
0.0% of portfolio
|
Q1 2025
Reduced 78.43%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
11
shares
|
$5,885
0.0% of portfolio
|
Q1 2025
Reduced 98.61%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$5,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10
shares
|
$5,350
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
10
shares
|
$5,350
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
9
shares
|
$4,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
9
shares
|
$4,815
0.0% of portfolio
|
Q4 2024
Reduced 35.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9
shares
|
$4,815
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
8
shares
|
$4,280
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
8
shares
|
$4,280
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
8
shares
|
$4,280
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
6
shares
|
$3,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
6
shares
|
$3,210
0.0% of portfolio
|
Q1 2025
Reduced 95.92%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
6
shares
|
$3,210
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
5
shares
|
$2,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4
shares
|
$2,140
0.0% of portfolio
|
Q1 2025
New holding
|