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 812 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 $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$35,930
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
49
shares
|
$35,211
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$32,337
0.0% of portfolio
|
Q2 2025
Added 60.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
44
shares
|
$31,618
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
42
shares
|
$30,181
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$28,744
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
40
shares
|
$28,744
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
37
shares
|
$26,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
35
shares
|
$25,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$24,432
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34
shares
|
$24,432
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
33
shares
|
$23,714
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$21,558
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
30
shares
|
$21,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
30
shares
|
$21,558
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
30
shares
|
$21,558
0.0% of portfolio
|
Q1 2025
Reduced 64.71%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
29
shares
|
$20,839
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
27
shares
|
$19,402
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
27
shares
|
$19,402
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
26
shares
|
$18,683
0.0% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
26
shares
|
$18,683
3.14% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
25
shares
|
$17,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
23
shares
|
$16,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
22
shares
|
$15,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$15,809
0.0% of portfolio
|
Q2 2024
New holding
|