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 969 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 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
|
$14,553
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
14
shares
|
$12,734
0.0% of portfolio
|
Q4 2025
Added 250.0%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$12,734
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
13
shares
|
$11,824
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
13
shares
|
$11,824
0.0% of portfolio
|
Q4 2025
Reduced 7.14%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$10,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
12
shares
|
$10,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
11
shares
|
$10,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
11
shares
|
$10,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
11
shares
|
$10,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q4 2025
Added 11.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q4 2025
Reduced 9.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
10
shares
|
$9,096
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Jan 26, 2026 Q4 2025 |
9
shares
|
$8,186
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
9
shares
|
$8,186
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
9
shares
|
$8,186
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
9
shares
|
$8,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$7,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
8
shares
|
$7,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$7,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
8
shares
|
$7,276
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
8
shares
|
$7,276
0.0% of portfolio
|
Q4 2025
Reduced 85.96%
|
|