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 |
|---|---|---|---|---|---|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
7
shares
|
$6,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
7
shares
|
$6,367
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
6
shares
|
$5,457
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
6
shares
|
$5,457
0.0% of portfolio
|
Q4 2025
Added 20.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6
shares
|
$5,457
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2
shares
|
$1,819
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$1,819
0.0% of portfolio
|
Q4 2024
New holding
|
|