Comfort Systems USA Inc (FIX) Ownership

544.16 ↓3.15 (-0.58%)
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 5 million shares. Combined, the top 38 institutional holders of FIX own 88.14% of the company with a total of 31.4 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders decreased their combined ownership of FIX by 100 thousand shares. 9 institutions bought 1,325,566 total additional shares and increased their ownership by an average of 20.29%. However 11 institutions sold 1,425,448 total shares and decreased their ownership by an average of 15.75%.

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 -99,882 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.973%7.659%4,973,176353,7952024-09-30
Vanguard Group Inc10.433%-0.130%3,713,455-4,8182024-09-30
Capital World Investors6.400%-6.179%2,277,814-150,0072024-09-30
FMR Inc4.351%-9.176%1,548,542-156,4522024-09-30
Amvescap Plc.4.029%-5.539%1,434,181-84,1012024-09-30
State Street Corp2.966%0.619%1,055,5616,4962024-09-30
Baillie Gifford & Co Limited.2.830%-3.105%1,007,134-32,2732024-09-30
Fuller & Thaler Asset Management Inc2.171%29.493%772,873176,0272024-09-30
Geode Capital Management, LLC2.102%6.845%748,12847,9292024-09-30
Westfield Capital Management Company, LP1.990%-18.117%708,180-156,6892024-09-30
Westfield Capital Management Company, L.P.1.990%-18.117%708,180-156,6892024-09-30
Goldman Sachs Group Inc1.625%115.255%578,350309,6682024-09-30
AllianceBernstein L.P.1.531%-9.127%544,784-54,7142024-09-30
Dimensional Fund Advisors, Inc.1.393%-26.416%495,766-177,9732024-09-30
Federated Hermes Inc1.169%0.058%416,0672422024-09-30
Hood River Capital Management LLC1.093%9.257%388,84232,9452024-09-30
First Trust Advisors L.P.1.006%13.436%358,03442,4072024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP1.000%0.000%356,057356,0572024-09-30
Morgan Stanley - Brokerage Accounts0.886%-52.861%315,362-353,6402024-09-30
Charles Schwab Investment Management Inc0.849%-24.518%301,998-98,0922024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.973%7.659%4,973,176353,7952024-09-30
Vanguard Group Inc10.433%-0.130%3,713,455-4,8182024-09-30
Capital World Investors6.400%-6.179%2,277,814-150,0072024-09-30
FMR Inc4.351%-9.176%1,548,542-156,4522024-09-30
Amvescap Plc.4.029%-5.539%1,434,181-84,1012024-09-30
State Street Corporation3.531%3.448%1,258,07841,9332024-03-31
State Street Corp2.966%0.619%1,055,5616,4962024-09-30
Baillie Gifford & Co Limited.2.830%-3.105%1,007,134-32,2732024-09-30
Fuller & Thaler Asset Management Inc2.171%29.493%772,873176,0272024-09-30
Geode Capital Management, LLC2.102%6.845%748,12847,9292024-09-30
Westfield Capital Management Company, LP1.990%-18.117%708,180-156,6892024-09-30
Westfield Capital Management Company, L.P.1.990%-18.117%708,180-156,6892024-09-30
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
Goldman Sachs Group Inc1.625%115.255%578,350309,6682024-09-30
AllianceBernstein L.P.1.531%-9.127%544,784-54,7142024-09-30
Brown Advisory Holdings Inc1.486%-10.756%531,483-64,0532022-09-30
Dimensional Fund Advisors, Inc.1.393%-26.416%495,766-177,9732024-09-30
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 Inc1.169%0.058%416,0672422024-09-30
GW&K Investment Management, LLC1.133%-16.947%404,189-82,4762023-09-30
Hood River Capital Management LLC1.093%9.257%388,84232,9452024-09-30
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
First Trust Advisors L.P.1.006%13.436%358,03442,4072024-09-30
JPMorgan Chase & Co1.005%-44.614%357,707-288,1402024-06-30
Vaughan Nelson Scarbrgh & Mccullough LP1.000%0.000%356,057356,0572024-09-30
Millennium Management LLC0.963%477.871%342,724283,4162024-06-30
Bank of New York Mellon Corp0.902%-9.866%320,894-35,1252024-06-30
Morgan Stanley - Brokerage Accounts0.886%-52.861%315,362-353,6402024-09-30
Charles Schwab Investment Management Inc0.849%-24.518%301,998-98,0922024-09-30

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 48 mutual fund holders of FIX own 69.21% of the company with a total of 24.7 million shares.

In the latest ownership report on December 31st 2024, the top 48 fund holders increased their combined ownership of FIX by 2 thousand shares. 1 funds bought 3,838 total additional shares and increased their ownership by an average of 0.33%. However 1 funds sold 1,653 total shares and decreased their ownership by an average of 0.48%.

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 2,185 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 ETF3.247%0.333%1,155,7343,8382024-12-31
Invesco S&P MidCap Quality ETF0.971%-0.476%345,703-1,6532024-12-31
iShares S&P Mid-Cap 400 Growth ETF0.621%0.000%221,16002024-12-31

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
iShares Core S&P Mid-Cap ETF3.247%0.333%1,155,7343,8382024-12-31
Vanguard Total Stock Mkt Idx Inv3.151%-0.301%1,121,603-3,3882024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.097%1.882%1,106,22920,4292023-03-31
Vanguard Small Cap Index2.529%0.587%900,0815,2502024-11-30
iShares Russell 2000 ETF2.280%0.768%814,4526,2042024-05-30
FullerThaler Behavioral Small-Cap Equity2.058%29.836%732,419168,3102024-09-30
FullerThaler Behavioral Sm-Cp Eq R62.058%29.836%732,419168,3102024-09-30
BlackRock Mid-Cap Growth Equity Instl1.754%-8.943%624,295-61,3112024-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.704%0.000%608,62502023-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.704%0.000%608,62502023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.496%0.829%532,4184,3782024-11-30
Vanguard Small Cap Growth Index Inv1.392%0.829%495,2774,0702024-11-30
Vanguard Extended Market Index Investor1.379%-0.017%493,370-862023-08-31
American Funds Fundamental Invs A1.273%6.899%453,09329,2432024-09-30
Capital Group Fundamental Invtrs Comp1.273%6.899%453,09329,2432024-09-30
Victory Small Cap Value CIT (Net 75)1.230%-18.519%440,000-100,0002022-09-30
Victory Sycamore Small Company Opp R1.230%-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
Invesco S&P MidCap Quality ETF0.971%-0.476%345,703-1,6532024-12-31
Fidelity® Small Cap Index0.955%2.788%341,1799,2542023-10-31
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
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
SPDR® S&P MIDCAP 400 ETF Trust0.810%3.088%288,3558,6382024-11-30
AB Small Cap Growth A0.798%-2.048%284,574-5,9502024-01-31
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
Invesco Discovery A0.755%-12.477%268,720-38,3082024-10-31
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 ETF0.621%0.000%221,16002024-12-31
Hood River Small-Cap Growth Instl0.617%15.444%219,66129,3862024-09-30

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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