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 712 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
612
shares
|
$212,945
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
607
shares
|
$211,205
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
606
shares
|
$210,857
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
605
shares
|
$210,509
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
604
shares
|
$210,161
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
600
shares
|
$208,770
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Feb 03, 2025 Q4 2024 |
600
shares
|
$208,770
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
599
shares
|
$208,422
0.13% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
595
shares
|
$207,030
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
590
shares
|
$205,290
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
588
shares
|
$204,594
0.0% of portfolio
|
Q4 2024
Reduced 44.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
571
shares
|
$198,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
568
shares
|
$197,635
0.0% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
567
shares
|
$197,287
0.02% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
567
shares
|
$197,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
541
shares
|
$188,240
0.06% of portfolio
|
Q3 2022
Reduced 6.72%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
540
shares
|
$187,893
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
539
shares
|
$187,545
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
538
shares
|
$187,197
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
532
shares
|
$185,109
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
531
shares
|
$184,761
0.0% of portfolio
|
Q4 2024
Reduced 31.92%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
529
shares
|
$184,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
525
shares
|
$182,673
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
515
shares
|
$179,194
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$179,194
0.14% of portfolio
|
Q4 2024
Added 10.75%
|