COMFORT SYS USA INC (FIX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,284
Reporting holders
$65.5B
Reported value
90.5%
Of shares outstanding
3.9%
Held as options
+148
Holder change
Institutions report 31,849,920 shares against 35,194,329 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $6.7B | 3,397,683 | 0.10% | 8q | -3.3%-$228.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 2,297,509 | 0.10% | 2q | +0.5%+$22.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.7B | 1,866,170 | 0.17% | 2q | -0.8%-$29.8M |
| FMR LLC | $3.3B | 1,659,799 | 0.14% | 31q | +14.5%+$416.8M |
| STATE STREET CORP | $3.0B | 1,537,139 | 0.09% | 31q | +4.4%+$129.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.3B | 1,151,350 | 0.12% | 31q | -7.0%-$173.2M |
| AQR CAPITAL MANAGEMENT LLC | $2.1B | 1,059,017 | 0.73% | 31q | -5.1%-$112.6M |
| JPMORGAN CHASE & CO | $1.6B | 838,417 | 0.09% | 31q | -5.8%-$100.3M |
| Capital World Investors | $1.4B | 720,244 | 0.17% | 22q | -16.8%-$288.4M |
| Invesco Ltd. | $1.3B | 658,314 | 0.10% | 31q | +8.5%+$102.5M |
| NORGES BANK | $934.6M | 471,564 | 0.09% | 32q | -6.3%-$62.6M |
| MORGAN STANLEY | $852.4M | 430,085 | 0.05% | 35q | -6.5%-$59.6M |
| FIRST TRUST ADVISORS LP | $743.4M | 375,090 | 0.44% | 31q | -9.8%-$80.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $709.0M | 28,310 | 0.06% | 31q | +215.5%+$484.3M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $704.5M | 355,433 | 2.30% | 11q | -42.8%-$526.2M |
| FEDERATED HERMES, INC. | $676.8M | 341,485 | 0.97% | 31q | +27.9%+$147.6M |
| NORTHERN TRUST CORP | $675.8M | 340,992 | 0.08% | 31q | +3.6%+$23.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $590.3M | 297,845 | 0.08% | 31q | +3.5%+$20.0M |
| Sixth Street Partners Management Company, L.P. | $590.3M | 297,845 | 0.08% | new | NEW |
| Amundi | $580.5M | 292,904 | 0.14% | 9q | +114.1%+$309.3M |
| DIMENSIONAL FUND ADVISORS LP | $565.7M | 285,445 | 0.10% | 31q | +2.0%+$10.9M |
| GOLDMAN SACHS GROUP INC | $531.6M | 268,240 | 0.05% | 31q | +9.9%+$47.9M |
| CITADEL ADVISORS LLC | $531.5M | 46,859 | 0.06% | 31q | +92.9%+$255.9M |
| Value Aligned Research Advisors, LLC | $482.8M | 243,607 | 1.20% | 4q | +14.0%+$59.4M |
| JANE STREET GROUP, LLC | $481.7M | 3,136 | 0.04% | 17q | -9.4%-$50.2M |
| DEUTSCHE BANK AG\ | $443.8M | 223,896 | 0.13% | 34q | -7.0%-$33.5M |
| FRANKLIN RESOURCES INC | $441.9M | 222,969 | 0.10% | 13q | +9.6%+$38.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $440.0M | 220,776 | 0.14% | 2q | +96731.6%+$439.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $439.4M | 221,703 | 0.19% | 10q | -12.4%-$62.0M |
| BAILLIE GIFFORD & CO | $421.5M | 212,655 | 0.38% | 12q | -5.5%-$24.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $412.2M | 207,953 | 0.32% | 9q | +144.7%+$243.7M |
| Artisan Partners Limited Partnership | $400.6M | 202,113 | 0.64% | 5q | -2.9%-$12.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $400.2M | 201,945 | 0.07% | 31q | +38.3%+$110.9M |
| VANGUARD FIDUCIARY TRUST CO | $400.2M | 201,937 | 0.09% | 2q | -0.5%-$2.0M |
| Legal & General Group Plc | $400.1M | 201,870 | 0.08% | 31q | +31.3%+$95.3M |
| UBS Group AG | $381.1M | 192,295 | 0.05% | 31q | +0.9%+$3.5M |
| Point72 Asset Management, L.P. | $373.3M | 179,727 | 0.41% | 4q | -18.0%-$82.0M |
| Bank of New York Mellon Corp | $370.5M | 186,926 | 0.06% | 31q | -14.3%-$62.0M |
| ROYAL BANK OF CANADA | $339.3M | 171,195 | 0.05% | 31q | +17.1%+$49.5M |
| AMERICAN CENTURY COMPANIES INC | $322.8M | 162,875 | 0.14% | 24q | +218.6%+$221.5M |
| IMC-Chicago, LLC | $321.4M | 9,346 | 0.08% | 4q | HELD |
| Nuveen, LLC | $314.9M | 158,900 | 0.08% | 6q | -15.7%-$58.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $287.0M | 144,823 | 1.03% | 7q | +50.5%+$96.3M |
| WCM INVESTMENT MANAGEMENT, LLC | $282.4M | 144,923 | 0.51% | 9q | +24.2%+$55.0M |
| Capital International Investors | $280.2M | 141,392 | 0.06% | 14q | -63.9%-$496.4M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $279.5M | 141,047 | 0.52% | 14q | +2.0%+$5.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $273.4M | 138,257 | 0.24% | 31q | +13.7%+$32.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $259.3M | 130,833 | 0.71% | 31q | -46.0%-$220.7M |
| RAYMOND JAMES FINANCIAL INC | $249.4M | 125,815 | 0.07% | 7q | -6.8%-$18.2M |
| Temasek Holdings (Private) Ltd | $246.6M | 124,436 | 0.66% | 3q | +31.9%+$59.6M |
| Caisse de depot et placement du Quebec | $243.8M | 123,032 | 0.35% | 8q | +54.0%+$85.5M |
| Evercore Wealth Management, LLC | $222.8M | 112,392 | 3.15% | 6q | -16.3%-$43.4M |
| AMERIPRISE FINANCIAL INC | $221.0M | 111,534 | 0.04% | 31q | -62.1%-$362.8M |
| D. E. Shaw & Co., Inc. | $218.9M | 67,126 | 0.10% | 31q | -1.0%-$2.1M |
| AMF Tjanstepension AB | $217.2M | 109,590 | 1.29% | 4q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $208.1M | 104,995 | 0.04% | 16q | +447.6%+$170.1M |
| WELLS FARGO & COMPANY/MN | $204.3M | 103,077 | 0.03% | 31q | -12.2%-$28.3M |
| Swiss National Bank | $196.7M | 99,250 | 0.10% | 31q | -4.1%-$8.4M |
| Castle Hook Partners LP | $195.2M | 98,482 | 0.89% | 4q | -52.9%-$218.9M |
| BANK OF AMERICA CORP /DE/ | $194.2M | 97,968 | 0.01% | 31q | -24.1%-$61.6M |
| Capital Research Global Investors | $190.2M | 95,976 | 0.03% | 21q | -37.5%-$114.3M |
| Russell Investments Group, Ltd. | $189.6M | 95,718 | 0.17% | 31q | -4.2%-$8.3M |
| Jupiter Topco LLC | $186.1M | 93,950 | 0.08% | new | FIRST |
| Arax Advisory Partners | $181.7M | 91,674 | 1.20% | 9q | +16659.4%+$180.6M |
| Allianz Asset Management GmbH | $179.9M | 119,464 | 0.16% | 14q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $172.2M | 86,899 | 0.33% | 31q | -23.9%-$54.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $170.9M | 86,222 | 0.09% | 12q | +8.3%+$13.2M |
| AustralianSuper Pty Ltd | $170.8M | 86,175 | 0.74% | 3q | +81.5%+$76.7M |
| Sumitomo Mitsui Trust Group, Inc. | $168.5M | 85,034 | 0.10% | 8q | +3.5%+$5.7M |
| PRINCIPAL FINANCIAL GROUP INC | $168.2M | 84,870 | 0.08% | 31q | -16.9%-$34.2M |
| BARCLAYS PLC | $164.6M | 83,056 | 0.03% | 31q | -19.3%-$39.5M |
| PANAGORA ASSET MANAGEMENT INC | $159.5M | 80,479 | 0.49% | 31q | +107.7%+$82.7M |
| Tidal Investments LLC | $154.7M | 38,036 | 0.27% | 14q | +2.2%+$3.4M |
| California Public Employees Retirement System | $152.4M | 76,914 | 0.09% | 14q | -1.5%-$2.4M |
| Vanguard Global Advisers, LLC | $151.7M | 76,547 | 0.07% | 2q | -1.7%-$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $150.9M | 76,160 | 0.21% | 11q | +34.4%+$38.6M |
| TimesSquare Capital Management, LLC | $146.3M | 73,834 | 2.15% | 11q | HELD |
| CITIGROUP INC | $146.2M | 73,764 | 0.05% | 31q | +147.6%+$87.2M |
| HSBC HOLDINGS PLC | $141.9M | 71,668 | 0.06% | 15q | +5.2%+$7.0M |
| IEQ CAPITAL, LLC | $140.8M | 71,032 | 0.65% | 8q | -21.0%-$37.3M |
| Jain Global LLC | $136.2M | options only | 0.54% | 3q | OPTIONS |
| VANGUARD ASSET MANAGEMENT, Ltd | $135.4M | 68,307 | 0.09% | 2q | +13.5%+$16.1M |
| National Pension Service | $134.0M | 67,589 | 0.09% | 3q | -5.8%-$8.2M |
| BNP PARIBAS FINANCIAL MARKETS | $133.6M | 67,390 | 0.05% | 31q | +34.0%+$33.9M |
| RHUMBLINE ADVISERS | $130.7M | 65,942 | 0.10% | 31q | -1.0%-$1.3M |
| Clearbridge Investments, LLC | $129.6M | 65,366 | 0.11% | 7q | -59.1%-$187.5M |
| Allspring Global Investments Holdings, LLC | $126.9M | 68,056 | 0.19% | 3q | -45.6%-$106.2M |
| ENVESTNET ASSET MANAGEMENT INC | $126.6M | 63,900 | 0.03% | 31q | -18.4%-$28.6M |
| JENNISON ASSOCIATES LLC | $125.8M | 63,477 | 0.08% | 9q | +112.4%+$66.6M |
| Assenagon Asset Management S.A. | $122.9M | 62,026 | 0.08% | 15q | +309.2%+$92.9M |
| LAZARD ASSET MANAGEMENT LLC | $122.6M | 61,863 | 0.19% | 19q | -7.3%-$9.6M |
| VICTORY CAPITAL MANAGEMENT INC | $121.8M | 61,448 | 0.07% | 31q | -4.1%-$5.2M |
| PRUDENTIAL FINANCIAL INC | $119.9M | 60,477 | 0.13% | 34q | +77.8%+$52.4M |
| Man Group plc | $106.9M | 53,961 | 0.17% | 31q | -6.7%-$7.7M |
| Pictet Asset Management Holding SA | $106.9M | 53,954 | 0.10% | 12q | +85.2%+$49.2M |
| Polar Capital Holdings Plc | $105.6M | 53,295 | 0.25% | 3q | +14.6%+$13.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $105.3M | 53,119 | 0.07% | 7q | +15.9%+$14.4M |
| Bank Julius Baer & Co. Ltd, Zurich | $103.7M | 52,483 | 0.27% | 3q | +1001.0%+$94.3M |
| BANK OF MONTREAL /CAN/ | $103.1M | 52,015 | 0.03% | 31q | +30.4%+$24.0M |
| LPL Financial LLC | $102.9M | 51,941 | 0.02% | 22q | +4.6%+$4.5M |
Showing the largest 100 of 1,352 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,284 | $65.5B | 31,849,920 | 228 | 467 | 448 | 3.9% |
| Q1 2026 | 1,136 | $45.1B | 31,698,785 | 219 | 412 | 363 | 3.5% |
| Q4 2025 | 983 | $30.9B | 32,518,452 | 207 | 328 | 300 | 1.9% |
| Q3 2025 | 825 | $27.5B | 33,043,764 | 195 | 250 | 277 | 1.3% |
| Q2 2025 | 698 | $17.6B | 32,608,987 | 167 | 235 | 202 | 0.8% |
| Q1 2025 | 580 | $10.7B | 32,822,099 | 86 | 243 | 177 | 1.0% |
| Q4 2024 | 611 | $13.8B | 32,274,861 | 96 | 190 | 207 | 0.8% |
| Q3 2024 | 532 | $12.5B | 31,654,649 | 95 | 172 | 186 | 1.1% |
| Q2 2024 | 495 | $10.1B | 32,979,242 | 91 | 145 | 180 | 0.8% |
| Q1 2024 | 449 | $10.9B | 34,109,753 | 89 | 105 | 193 | 1.1% |
| Q4 2023 | 393 | $7.0B | 33,820,736 | 67 | 111 | 154 | 0.3% |
| Q3 2023 | 347 | $5.6B | 32,551,300 | 41 | 111 | 140 | 0.4% |
| Q2 2023 | 321 | $5.2B | 31,608,293 | 49 | 98 | 116 | 0.3% |
| Q1 2023 | 286 | $4.5B | 30,913,956 | 45 | 97 | 102 | 0.1% |
| Q4 2022 | 254 | $3.0B | 26,352,564 | 43 | 76 | 90 | 0.2% |
| Q3 2022 | 295 | $3.4B | 34,859,846 | 39 | 96 | 109 | 0.1% |
| Q2 2022 | 275 | $2.9B | 34,505,717 | 29 | 75 | 115 | 0.2% |
| Q1 2022 | 277 | $3.1B | 34,734,145 | 26 | 97 | 92 | 0.1% |
| Q4 2021 | 290 | $3.4B | 34,239,344 | 37 | 77 | 97 | 0.3% |
| Q3 2021 | 268 | $2.4B | 33,647,286 | 23 | 83 | 89 | 0.2% |
| Q2 2021 | 281 | $2.7B | 33,632,363 | 47 | 83 | 104 | 0.1% |
| Q1 2021 | 249 | $2.6B | 34,067,552 | 36 | 63 | 99 | 0.2% |
| Q4 2020 | 245 | $1.8B | 34,720,633 | 36 | 67 | 95 | 0.2% |
| Q3 2020 | 230 | $1.8B | 33,931,942 | 42 | 61 | 91 | 0.2% |
| Q2 2020 | 213 | $1.4B | 34,880,278 | 29 | 71 | 80 | 0.0% |
| Q1 2020 | 216 | $1.3B | 34,490,175 | 30 | 75 | 66 | 0.1% |
| Q4 2019 | 234 | $1.8B | 35,319,168 | 37 | 66 | 88 | 0.2% |
| Q3 2019 | 219 | $1.6B | 35,132,887 | 25 | 72 | 79 | 0.1% |
| Q2 2019 | 240 | $1.8B | 34,562,117 | 24 | 80 | 84 | 0.1% |
| Q1 2019 | 257 | $1.8B | 34,827,037 | 33 | 81 | 95 | 0.2% |
| Q4 2018 | 248 | $1.6B | 35,413,737 | 6 | 3 | 5 | 0.3% |