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 965 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
429
shares
|
$390,218
0.01% of portfolio
|
Q4 2025
Added 28.06%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
428
shares
|
$389,308
0.04% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
426
shares
|
$387,489
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
424
shares
|
$385,670
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
422
shares
|
$383,851
0.12% of portfolio
|
Q4 2025
Reduced 10.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
421
shares
|
$382,941
0.0% of portfolio
|
Q4 2025
Reduced 12.29%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
419
shares
|
$381,122
0.02% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
416
shares
|
$378,393
0.0% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
411
shares
|
$373,845
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
411
shares
|
$373,845
0.01% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
410
shares
|
$372,936
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
406
shares
|
$369,297
0.11% of portfolio
|
Q1 2025
Reduced 39.13%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
404
shares
|
$367,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
403
shares
|
$366,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
400
shares
|
$363,840
0.03% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
400
shares
|
$363,840
0.04% of portfolio
|
Q3 2025
Reduced 29.7%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
400
shares
|
$363,840
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
395
shares
|
$359,292
0.03% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
394
shares
|
$358,382
0.07% of portfolio
|
Q4 2025
Reduced 31.0%
|
|
|
Magnolia Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
388
shares
|
$352,924
0.3% of portfolio
|
Q4 2025
Reduced 13.78%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
387
shares
|
$352,015
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
386
shares
|
$351,105
0.05% of portfolio
|
Q4 2025
Added 46.77%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
386
shares
|
$351,105
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
383
shares
|
$348,376
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
383
shares
|
$348,376
0.0% of portfolio
|
Q3 2025
New holding
|
|