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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
7
shares
|
$6,367
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
7
shares
|
$6,367
0.02% of portfolio
|
Q3 2025
Reduced 96.35%
|
|
|
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%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$4,548
0.0% of portfolio
|
Q2 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
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q3 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
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 30, 2026 Q4 2025 |
4
shares
|
$3,638
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 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%
|
|
|
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%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Reduced 99.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
2
shares
|
$1,819
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|