Comfort Systems USA Inc (FIX) Ownership

356.21 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Comfort Systems USA Inc (FIX), owning a total of 4.9 million shares. Combined, the top 38 institutional holders of FIX own 86.73% of the company with a total of 30.9 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders decreased their combined ownership of FIX by 232 thousand shares. 13 institutions bought 897,700 total additional shares and increased their ownership by an average of 13.40%. However 9 institutions sold 1,129,497 total shares and decreased their ownership by an average of 15.47%.

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 -231,797 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.815%	-1.235%	4,911,736	-61,440	2024-12-31
Vanguard Group Inc	10.634%	1.811%	3,780,695	67,240	2024-12-31
Capital World Investors	6.039%	-5.739%	2,147,085	-130,729	2024-12-31
FMR Inc	4.773%	9.589%	1,697,035	148,493	2024-12-31
Amvescap Plc.	3.946%	-2.171%	1,403,048	-31,133	2024-12-31
State Street Corp	3.106%	4.606%	1,104,177	48,616	2024-12-31
Westfield Capital Management Company, L.P.	2.490%	24.986%	885,127	176,947	2024-12-31
Geode Capital Management, LLC	2.165%	2.861%	769,534	21,406	2024-12-31
Fuller & Thaler Asset Management Inc	1.824%	-16.097%	648,465	-124,408	2024-12-31
Goldman Sachs Group Inc	1.786%	9.798%	635,014	56,664	2024-12-31
Baillie Gifford & Co Limited.	1.703%	-39.893%	605,359	-401,775	2024-12-31
Federated Hermes Inc	1.316%	12.443%	467,838	51,771	2024-12-31
First Trust Advisors L.P.	1.305%	29.538%	463,790	105,756	2024-12-31
NORGES BANK	1.301%	6.214%	462,562	27,060	2024-12-31
JPMorgan Chase & Co	1.071%	45.590%	380,896	119,274	2024-12-31
Dimensional Fund Advisors, Inc.	1.035%	-25.815%	367,784	-127,982	2024-12-31
Vaughan Nelson Scarbrgh & Mccullough LP	1.024%	2.216%	363,947	7,890	2024-12-31
Morgan Stanley - Brokerage Accounts	0.926%	4.394%	329,219	13,857	2024-12-31
Northern Trust Corp	0.886%	20.117%	314,821	52,726	2024-12-31
AllianceBernstein L.P.	0.860%	-43.878%	305,744	-239,040	2024-12-31
Charles Schwab Investment Management Inc	0.840%	-1.071%	298,765	-3,233	2024-12-31
Bank of New York Mellon Corp	0.794%	-3.337%	282,601	-9,757	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.815%	-1.235%	4,911,736	-61,440	2024-12-31
Vanguard Group Inc	10.634%	1.811%	3,780,695	67,240	2024-12-31
Capital World Investors	6.039%	-5.739%	2,147,085	-130,729	2024-12-31
FMR Inc	4.773%	9.589%	1,697,035	148,493	2024-12-31
Amvescap Plc.	3.946%	-2.171%	1,403,048	-31,133	2024-12-31
State Street Corporation	3.531%	3.448%	1,258,078	41,933	2024-03-31
State Street Corp	3.106%	4.606%	1,104,177	48,616	2024-12-31
Westfield Capital Management Company, L.P.	2.490%	24.986%	885,127	176,947	2024-12-31
Geode Capital Management, LLC	2.165%	2.861%	769,534	21,406	2024-12-31
Westfield Capital Management Company, LP	1.990%	-18.117%	708,180	-156,689	2024-09-30
Fuller & Thaler Asset Management Inc	1.824%	-16.097%	648,465	-124,408	2024-12-31
Goldman Sachs Group Inc	1.786%	9.798%	635,014	56,664	2024-12-31
Baillie Gifford & Co Limited.	1.703%	-39.893%	605,359	-401,775	2024-12-31
Victory Capital Management Inc.	1.659%	-19.415%	593,339	-142,946	2022-09-30
River Road Asset Management, LLC	1.658%	-50.538%	592,389	-605,272	2022-12-31
HHG PLC	1.626%	-9.718%	581,584	-62,601	2022-09-30
Brown Advisory Holdings Inc	1.486%	-10.756%	531,483	-64,053	2022-09-30
Nuveen Asset Management, LLC	1.369%	-8.623%	487,718	-46,023	2024-03-31
Federated Hermes Inc	1.316%	12.443%	467,838	51,771	2024-12-31
First Trust Advisors L.P.	1.305%	29.538%	463,790	105,756	2024-12-31
NORGES BANK	1.301%	6.214%	462,562	27,060	2024-12-31
Capital Research Global Investors	1.177%	0.000%	420,900	0	2022-09-30
T. Rowe Price Associates, Inc.	1.170%	-12.315%	417,231	-58,599	2024-03-31
GW&K Investment Management, LLC	1.133%	-16.947%	404,189	-82,476	2023-09-30
Hood River Capital Management LLC	1.093%	9.257%	388,842	32,945	2024-09-30
Neumeier Investment Counsel LLC	1.079%	-3.154%	385,241	-12,545	2023-09-30
Westwood Holdings Group Inc	1.073%	-10.033%	383,291	-42,742	2023-06-30
JPMorgan Chase & Co	1.071%	45.590%	380,896	119,274	2024-12-31
Lord, Abbett & Co LLC	1.059%	-33.019%	378,686	-186,676	2023-03-31
Principal Financial Group Inc	1.034%	-6.666%	369,644	-26,398	2023-06-30
Dimensional Fund Advisors, Inc.	1.035%	-25.815%	367,784	-127,982	2024-12-31
Vaughan Nelson Scarbrgh & Mccullough LP	1.024%	2.216%	363,947	7,890	2024-12-31
Millennium Management LLC	0.963%	477.871%	342,724	283,416	2024-06-30
Morgan Stanley - Brokerage Accounts	0.926%	4.394%	329,219	13,857	2024-12-31
Northern Trust Corp	0.886%	20.117%	314,821	52,726	2024-12-31
AllianceBernstein L.P.	0.860%	-43.878%	305,744	-239,040	2024-12-31
Charles Schwab Investment Management Inc	0.840%	-1.071%	298,765	-3,233	2024-12-31
Bank of New York Mellon Corp	0.794%	-3.337%	282,601	-9,757	2024-12-31

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 53 mutual fund holders of FIX own 70.66% of the company with a total of 25.2 million shares.

In the latest ownership report on March 31st 2025, the top 53 fund holders increased their combined ownership of FIX by 2 thousand shares. 1 funds bought 2,011 total additional shares and increased their ownership by an average of 0.17%. However 1 funds sold 480 total shares and decreased their ownership by an average of 0.14%.

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 1,531 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.260%	0.174%	1,158,878	2,011	2025-03-31
Invesco S&P MidCap Quality ETF	0.984%	-0.137%	349,916	-480	2025-03-31
First Trust RBA Amer Indl RenaisTM ETF	0.662%	0.000%	235,181	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.665%	-0.090%	2,380,514	-2,136	2023-11-30
American Funds SMALLCAP World A	4.689%	-7.640%	1,667,128	-137,901	2024-12-31
iShares Core S&P Mid-Cap ETF	3.260%	0.174%	1,158,878	2,011	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.157%	0.480%	1,122,231	5,365	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.097%	1.882%	1,106,229	20,429	2023-03-31
Vanguard Small Cap Index	2.556%	0.081%	908,706	735	2025-02-28
iShares Russell 2000 ETF	2.280%	0.768%	814,452	6,204	2024-05-30
FullerThaler Behavioral Small-Cap Equity	1.725%	-16.248%	613,419	-119,000	2024-12-31
FullerThaler Behavioral Sm-Cp Eq R6	1.725%	-16.248%	613,419	-119,000	2024-12-31
Fuller & Thaler Behavioral Small-Cap Eq	1.704%	0.000%	608,625	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.704%	0.000%	608,625	0	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.515%	0.276%	538,769	1,485	2025-02-28
Vanguard Small Cap Growth Index Inv	1.436%	-0.454%	510,479	-2,326	2025-02-28
Vanguard Extended Market Index Investor	1.379%	-0.017%	493,370	-86	2023-08-31
Victory Small Cap Value CIT (Net 75)	1.230%	-18.519%	440,000	-100,000	2022-09-30
Victory Sycamore Small Company Opp R	1.230%	-18.519%	440,000	-100,000	2022-09-30
Capital Group Fundamental Invtrs Comp	1.148%	-9.945%	408,032	-45,061	2024-12-31
American Funds Fundamental Invs A	1.148%	-9.945%	408,032	-45,061	2024-12-31
Lord Abbett Developing Growth A	1.110%	0.000%	396,819	0	2023-01-31
T. Rowe Price QM US Small-Cap Gr Eq	1.070%	-1.545%	382,400	-6,000	2023-03-31
T. Rowe Price Integrated US SmCapGrEq	1.072%	0.000%	382,400	382,400	2024-03-31
Fidelity Small Cap Index	1.027%	3.551%	366,033	12,551	2024-06-30
iShares S&P Small-Cap 600 Growth ETF	1.019%	0.000%	363,897	0	2023-11-30
BlackRock Mid-Cap Growth Equity Instl	1.001%	-31.935%	356,009	-167,036	2025-02-28
Invesco S&P MidCap Quality ETF	0.984%	-0.137%	349,916	-480	2025-03-31
Fidelity® Small Cap Index	0.955%	2.788%	341,179	9,254	2023-10-31
TRP Integrated US Small-Cap Gr Eq	0.939%	-9.841%	335,300	-36,600	2023-09-30
Neumeier Poma Small Cap Value	0.901%	-5.819%	321,680	-19,875	2023-09-30
Vanguard Small Cap Value Index Inv	0.880%	0.633%	314,044	1,975	2024-02-29
Invesco OFI Small Cap Growth	0.863%	-6.444%	307,028	-21,149	2024-09-30
CREF Stock R1	0.856%	-1.326%	306,000	-4,112	2022-11-30
Federated Hermes Kaufmann Small Cap A	0.858%	0.000%	305,100	0	2024-12-31
Federated Hermes Kaufmann Small Cap Grow	0.858%	0.000%	305,100	0	2024-12-31
Vanguard Tax-Managed Small Cap Adm	0.845%	-4.063%	302,256	-12,800	2023-06-30
iShares Russell 2000 Growth ETF	0.838%	0.000%	299,259	0	2024-05-30
Janus Henderson Small Cap Value L	0.829%	-17.279%	296,411	-61,917	2023-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.806%	0.958%	286,634	2,721	2025-02-28
AB Small Cap Growth A	0.798%	-2.048%	284,574	-5,950	2024-01-31
American Funds IS® Global Growth 1	0.782%	0.000%	278,016	0	2024-12-31
Capital Group Global Growth II Composite	0.782%	0.000%	278,016	278,016	2024-12-31
Capital Group Global Composite	0.782%	0.000%	278,016	0	2024-12-31
Invesco Discovery Mid Cap Growth Y	0.763%	3.798%	272,459	9,969	2024-05-31
Invesco Discovery A	0.755%	-12.477%	268,720	-38,308	2024-10-31
T. Rowe Price Integrated US Sm Gr Eq	0.736%	-19.725%	262,900	-64,600	2024-03-31
DFA US Small Cap I	0.734%	0.000%	262,154	0	2024-03-31
Invesco Mid Cap Growth	0.698%	-3.170%	248,698	-8,142	2024-06-30
JPMorgan Mid Cap Growth I	0.676%	31.371%	240,439	57,416	2025-02-28
First Trust RBA Amer Indl RenaisTM ETF	0.662%	0.000%	235,181	0	2025-03-31
Invesco S&P MidCap Momentum ETF	0.644%	0.738%	229,011	1,678	2025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.633%	1.395%	225,267	3,100	2024-09-30
PGIM Jennison Global Opportunities Z	0.625%	0.000%	222,198	222,198	2025-01-31
Hood River Small-Cap Growth Instl	0.617%	15.444%	219,661	29,386	2024-09-30
iShares S&P Mid-Cap 400 Growth ETF	0.615%	0.000%	218,467	0	2025-02-28