Comfort Systems USA Inc (FIX) Ownership

476.25 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Comfort Systems USA Inc (FIX), owning a total of 4.6 million shares. Combined, the top 35 institutional holders of FIX own 85.62% of the company with a total of 30.5 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders decreased their combined ownership of FIX by 381 thousand shares. 8 institutions bought 1,274,028 total additional shares and increased their ownership by an average of 71.42%. However 12 institutions sold 1,655,064 total shares and decreased their ownership by an average of 13.89%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Comfort Systems USA decreased by a net total of -381,036 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.979%3.060%4,619,381137,1632024-06-30
Vanguard Group Inc10.447%-4.889%3,718,273-191,1192024-06-30
Capital World Investors6.821%12.728%2,427,821274,1142024-06-30
FMR Inc4.790%-21.677%1,704,994-471,8742024-06-30
Amvescap Plc.4.266%19.663%1,518,282249,4832024-06-30
State Street Corp2.947%-16.614%1,049,065-209,0132024-06-30
Baillie Gifford & Co Limited.2.920%-1.942%1,039,407-20,5872024-06-30
Westfield Capital Management Company, LP2.430%29.659%864,869197,8332024-06-30
Geode Capital Management, LLC1.967%-19.377%700,199-168,2892024-06-30
Dimensional Fund Advisors, Inc.1.893%-6.573%673,739-47,4002024-06-30
Morgan Stanley - Brokerage Accounts1.880%-5.826%669,002-41,3902024-06-30
AllianceBernstein L.P.1.684%16.121%599,49883,2282024-06-30
Fuller & Thaler Asset Management Inc1.677%-1.571%596,846-9,5252024-06-30
NORGES BANK1.224%10.173%435,50240,2132024-06-30
Northern Trust Corp1.214%-2.204%432,213-9,7412024-06-30
Federated Hermes Inc1.168%2.106%415,8258,5782024-06-30
Charles Schwab Investment Management Inc1.124%-15.649%400,090-74,2272024-06-30
JPMorgan Chase & Co1.005%-44.614%357,707-288,1402024-06-30
Hood River Capital Management LLC1.000%-25.802%355,897-123,7592024-06-30
Millennium Management LLC0.963%477.871%342,724283,4162024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.979%3.060%4,619,381137,1632024-06-30
Vanguard Group Inc10.447%-4.889%3,718,273-191,1192024-06-30
Capital World Investors6.821%12.728%2,427,821274,1142024-06-30
FMR Inc4.790%-21.677%1,704,994-471,8742024-06-30
Amvescap Plc.4.266%19.663%1,518,282249,4832024-06-30
State Street Corporation3.531%3.448%1,258,07841,9332024-03-31
State Street Corp2.947%-16.614%1,049,065-209,0132024-06-30
Baillie Gifford & Co Limited.2.920%-1.942%1,039,407-20,5872024-06-30
Westfield Capital Management Company, LP2.430%29.659%864,869197,8332024-06-30
Geode Capital Management, LLC1.967%-19.377%700,199-168,2892024-06-30
Dimensional Fund Advisors, Inc.1.893%-6.573%673,739-47,4002024-06-30
Morgan Stanley - Brokerage Accounts1.880%-5.826%669,002-41,3902024-06-30
AllianceBernstein L.P.1.684%16.121%599,49883,2282024-06-30
Fuller & Thaler Asset Management Inc1.677%-1.571%596,846-9,5252024-06-30
Victory Capital Management Inc.1.659%-19.415%593,339-142,9462022-09-30
River Road Asset Management, LLC1.658%-50.538%592,389-605,2722022-12-31
HHG PLC1.626%-9.718%581,584-62,6012022-09-30
Brown Advisory Holdings Inc1.486%-10.756%531,483-64,0532022-09-30
Nuveen Asset Management, LLC1.369%-8.623%487,718-46,0232024-03-31
NORGES BANK1.224%10.173%435,50240,2132024-06-30
Northern Trust Corp1.214%-2.204%432,213-9,7412024-06-30
Capital Research Global Investors1.177%0.000%420,90002022-09-30
T. Rowe Price Associates, Inc.1.170%-12.315%417,231-58,5992024-03-31
Federated Hermes Inc1.168%2.106%415,8258,5782024-06-30
Bank of New York Mellon Corp1.137%1.884%406,4207,5172022-09-30
GW&K Investment Management, LLC1.133%-16.947%404,189-82,4762023-09-30
Charles Schwab Investment Management Inc1.124%-15.649%400,090-74,2272024-06-30
Neumeier Investment Counsel LLC1.079%-3.154%385,241-12,5452023-09-30
Westwood Holdings Group Inc1.073%-10.033%383,291-42,7422023-06-30
Lord, Abbett & Co LLC1.059%-33.019%378,686-186,6762023-03-31
Principal Financial Group Inc1.034%-6.666%369,644-26,3982023-06-30
Goldman Sachs Group Inc1.029%-31.765%367,196-170,9402024-03-31
JPMorgan Chase & Co1.005%-44.614%357,707-288,1402024-06-30
Hood River Capital Management LLC1.000%-25.802%355,897-123,7592024-06-30
Millennium Management LLC0.963%477.871%342,724283,4162024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Comfort Systems USA Inc (FIX), owning a total of 2.4 million shares. Combined, the top 47 mutual fund holders of FIX own 67.94% of the company with a total of 24.2 million shares.

In the latest ownership report on October 31st 2024, the top 47 fund holders increased their combined ownership of FIX by 789 shares. 2 funds bought 898 total additional shares and increased their ownership by an average of 0.07%. However 1 funds sold 109 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Comfort Systems USA increased by a net total of 789 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.146%0.054%1,119,7546082024-10-31
Invesco S&P MidCap Quality ETF0.943%0.087%335,6052902024-10-31
iShares S&P Mid-Cap 400 Growth ETF0.623%-0.049%221,727-1092024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.665%-0.090%2,380,514-2,1362023-11-30
American Funds SMALLCAP World A5.071%-11.914%1,805,029-244,1472024-09-30
Vanguard Total Stock Mkt Idx Inv3.173%0.077%1,129,4518702024-09-30
iShares Core S&P Mid-Cap ETF3.146%0.054%1,119,7546082024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.097%1.882%1,106,22920,4292023-03-31
Vanguard Small Cap Index2.509%-1.171%893,081-10,5822024-09-30
iShares Russell 2000 ETF2.280%0.768%814,4526,2042024-05-30
BlackRock Mid-Cap Growth Equity Instl2.092%-1.146%744,566-8,6282024-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.704%0.000%608,62502023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.704%0.000%608,62502023-09-30
FullerThaler Behavioral Sm-Cp Eq R61.585%-1.570%564,109-9,0002024-06-30
FullerThaler Behavioral Small-Cap Equity1.585%0.000%564,10902024-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.493%-2.314%531,245-12,5832024-09-30
Vanguard Extended Market Index Investor1.379%-0.017%493,370-862023-08-31
Vanguard Small Cap Growth Index Inv1.386%-1.334%493,157-6,6672024-09-30
Capital Group Fundamental Invtrs Comp1.273%6.899%453,09329,2432024-09-30
American Funds Fundamental Invs A1.273%6.899%453,09329,2432024-09-30
Victory Sycamore Small Company Opp R1.230%-18.519%440,000-100,0002022-09-30
Victory Small Cap Value CIT (Net 75)1.230%-18.519%440,000-100,0002022-09-30
Lord Abbett Developing Growth A1.110%0.000%396,81902023-01-31
T. Rowe Price QM US Small-Cap Gr Eq1.070%-1.545%382,400-6,0002023-03-31
T. Rowe Price Integrated US SmCapGrEq1.072%0.000%382,400382,4002024-03-31
Fidelity Small Cap Index1.027%3.551%366,03312,5512024-06-30
iShares S&P Small-Cap 600 Growth ETF1.019%0.000%363,89702023-11-30
Fidelity® Small Cap Index0.955%2.788%341,1799,2542023-10-31
Invesco S&P MidCap Quality ETF0.943%0.087%335,6052902024-10-31
TRP Integrated US Small-Cap Gr Eq0.939%-9.841%335,300-36,6002023-09-30
Neumeier Poma Small Cap Value0.901%-5.819%321,680-19,8752023-09-30
Vanguard Small Cap Value Index Inv0.880%0.633%314,0441,9752024-02-29
Invesco OFI Small Cap Growth0.863%-6.444%307,028-21,1492024-09-30
Invesco Discovery A0.863%-6.444%307,028-21,1492024-09-30
CREF Stock R10.856%-1.326%306,000-4,1122022-11-30
Federated Hermes Kaufmann Small Cap Grow0.857%0.000%305,10002024-09-30
Federated Hermes Kaufmann Small Cap A0.857%0.000%305,10002024-09-30
Vanguard Tax-Managed Small Cap Adm0.845%-4.063%302,256-12,8002023-06-30
iShares Russell 2000 Growth ETF0.838%0.000%299,25902024-05-30
Janus Henderson Small Cap Value L0.829%-17.279%296,411-61,9172023-03-31
AB Small Cap Growth A0.798%-2.048%284,574-5,9502024-01-31
SPDR® S&P MIDCAP 400 ETF Trust0.798%-0.095%283,841-2692024-09-30
Capital Group Global Composite0.781%0.000%278,01602024-09-30
American Funds IS® Global Growth 10.781%0.000%278,01602024-09-30
Invesco Discovery Mid Cap Growth Y0.763%3.798%272,4599,9692024-05-31
T. Rowe Price Integrated US Sm Gr Eq0.736%-19.725%262,900-64,6002024-03-31
DFA US Small Cap I0.734%0.000%262,15402024-03-31
Invesco Mid Cap Growth0.698%-3.170%248,698-8,1422024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.633%1.395%225,2673,1002024-09-30
iShares S&P Mid-Cap 400 Growth ETF0.623%-0.049%221,727-1092024-10-31

Discussions

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easymoneyFAM9/30/24 01:41pm

$FIX come on bulls we can do it
don’t let bears win

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a3/31/24 06:00pm

$FIX Buy now

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rikishiiiii1/16/24 08:53am

$FIX the future is so bright .. I gotta wear shades..

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dogefan779/13/23 09:40am

$FIX get ready bears and bulls

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Modok7/18/23 07:22pm

$FIX the FOMO will be epic

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micmic7/10/23 02:10pm

$FIX I’m selling y’all have fun bag holding

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