Comfort Systems USA Ownership 2024 | Who Owns Comfort Systems USA Now?
Institutional Ownership
20.83%
Insider Ownership
1.62%
Retail Ownership
77.55%
Institutional Holders
273.00
Comfort Systems USA Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 12.93% | 0.03% | 4,619,381 | 137,163 | 3.06% | 1,404,846,225 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.40% | 0.02% | 3,718,273 | -191,119 | -4.89% | 1,130,801,183 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 6.79% | 0.12% | 2,427,821 | 274,114 | 12.73% | 738,348,923 | Jun 30, 2024 |
| FMR LLC | 4.77% | 0.03% | 1,704,994 | -471,874 | -21.68% | 518,522,949 | Jun 30, 2024 |
| INVESCO LTD. | 4.25% | 0.10% | 1,518,282 | 249,483 | 19.66% | 461,740,003 | Jun 30, 2024 |
| STATE STREET CORP | 2.94% | 0.01% | 1,049,065 | -209,013 | -16.61% | 319,041,648,000 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 2.91% | 0.25% | 1,039,407 | -20,587 | -1.94% | 316,104,457 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.42% | 1.29% | 864,869 | 197,833 | 29.66% | 263,023,960 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.96% | 0.02% | 700,199 | -168,289 | -19.38% | 212,993,209 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.89% | 0.05% | 673,739 | -47,400 | -6.57% | 204,929,285 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.68% | 0.06% | 599,498 | 83,228 | 16.12% | 182,319,332 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.67% | 0.78% | 596,846 | -9,525 | -1.57% | 181,512,703 | Jun 30, 2024 |
| NORGES BANK | 1.22% | 0.02% | 435,502 | 435,502 | 100.00% | 132,444,868 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.21% | 0.02% | 432,213 | -9,741 | -2.20% | 131,444,617,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.16% | 0.30% | 415,825 | 8,578 | 2.11% | 126,460,699,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.02% | 400,090 | -74,227 | -15.65% | 121,675,371 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.00% | 0.01% | 357,707 | -288,140 | -44.61% | 108,785,848 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.00% | 2.24% | 355,897 | -123,759 | -25.80% | 108,235,396 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.96% | 0.05% | 342,724 | 283,416 | 477.87% | 104,229,223 | Jun 30, 2024 |
| MORGAN STANLEY | 0.94% | 0.01% | 334,501 | -20,695 | -5.83% | 101,728,837 | Jun 30, 2024 |
Comfort Systems USA's largest institutional shareholder is BLACKROCK INC., holding 12.93% of the company's total share outstanding, currently valued at $1.40B. The top 10 institutional shareholders own together 51.25% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 1060 CAPITAL, LLC | 0.04% | 9.94% | 15,000 | 15,000 | 100.00% | 4,561,800 | Jun 30, 2024 |
| RK CAPITAL MANAGEMENT, LLC | 0.13% | 3.75% | 46,075 | -10,550 | -18.63% | 14,012,329 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.28% | 2.82% | 101,355 | -77,556 | -43.35% | 30,824,083 | Jun 30, 2024 |
| BRIDGE CITY CAPITAL, LLC | 0.08% | 2.75% | 26,888 | 3,070 | 12.89% | 8,177,179 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.00% | 2.24% | 355,897 | -123,759 | -25.80% | 108,235,396 | Jun 30, 2024 |
| WEST TOWER GROUP, LLC | 0.01% | 2.16% | 2,628 | - | - | 799,227 | Jun 30, 2024 |
| AUBREY CAPITAL MANAGEMENT LTD | 0.06% | 2.11% | 20,000 | - | - | 5,292,055 | Jun 30, 2024 |
| REDWOOD INVESTMENTS, LLC | 0.06% | 2.00% | 20,719 | 4,709 | 29.41% | 5,882,289 | Jun 30, 2024 |
| CROWN ADVISORS MANAGEMENT, INC. | 0.03% | 1.95% | 10,000 | - | - | 3,041,000 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.47% | 1.94% | 168,600 | -5,200 | -2.99% | 51,274,632 | Jun 30, 2024 |
| DAVID J YVARS GROUP | 0.03% | 1.94% | 10,179 | 10,179 | 100.00% | 3,095,764 | Jun 30, 2024 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.22% | 1.82% | 80,329 | 1,084 | 1.37% | 24,429,655 | Jun 30, 2024 |
| LRT CAPITAL MANAGEMENT, LLC | 0.02% | 1.73% | 6,059 | -877 | -12.64% | 1,842,663 | Jun 30, 2024 |
| LISANTI CAPITAL GROWTH, LLC | 0.06% | 1.67% | 22,850 | -1,385 | -5.71% | 6,949,142 | Jun 30, 2024 |
| PETERSON WEALTH SERVICES | 0.04% | 1.47% | 13,789 | -149 | -1.07% | 4,193,645 | Jun 30, 2024 |
| BEACON HARBOR WEALTH ADVISORS, INC. | 0.05% | 1.36% | 17,239 | 17,239 | 100.00% | 5,243,000 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.41% | 1.34% | 144,845 | -32,590 | -18.37% | 44,050,389 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.42% | 1.29% | 864,869 | 197,833 | 29.66% | 263,023,960 | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | 0.01% | 1.27% | 3,900 | 2,300 | 143.75% | 1,186,068 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.01% | 1.23% | 4,238 | 4,238 | 100.00% | 1,288,861 | Jun 30, 2024 |
The largest Comfort Systems USA shareholder by % of total assets is 1060 CAPITAL, LLC. The company owns 15.00K shares of Comfort Systems USA (FIX), representing 9.94% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.22% | 0.02% | 435,502 | 435,502 | 100.00% | 132,444,868 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.96% | 0.05% | 342,724 | 283,416 | 477.87% | 104,229,223 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 6.79% | 0.12% | 2,427,821 | 274,114 | 12.73% | 738,348,923 | Jun 30, 2024 |
| INVESCO LTD. | 4.25% | 0.10% | 1,518,282 | 249,483 | 19.66% | 461,740,003 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.42% | 1.29% | 864,869 | 197,833 | 29.66% | 263,023,960 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.43% | 0.07% | 154,212 | 154,212 | 100.00% | 46,898,953 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.42% | 0.26% | 149,640 | 149,640 | 100.00% | 45,508,000 | Jun 30, 2024 |
| BLACKROCK INC. | 12.93% | 0.03% | 4,619,381 | 137,163 | 3.06% | 1,404,846,225 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.27% | 0.69% | 97,800 | 97,800 | 100.00% | 29,742,936 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.39% | 0.04% | 140,907 | 89,953 | 176.54% | 42,852,637 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.24% | 0.06% | 85,463 | 85,463 | 100.00% | 27,000,326 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.68% | 0.06% | 599,498 | 83,228 | 16.12% | 182,319,332 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.48% | 0.01% | 171,191 | 83,178 | 94.51% | 52,062,530 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.47% | 0.01% | 168,922 | 79,429 | 88.75% | 51,372,559 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.40% | 0.07% | 142,540 | 66,703 | 87.96% | 43,349,280 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.17% | 0.68% | 61,547 | 61,547 | 100.00% | 18,717,187 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.14% | 0.11% | 51,429 | 51,429 | 100.00% | 15,640,587 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.15% | 0.04% | 52,945 | 49,353 | 1373.97% | 16,101,633 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.34% | 0.11% | 121,914 | 49,088 | 67.40% | 37,062,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.08% | 45,467 | 45,467 | 100.00% | 13,827,424 | Jun 30, 2024 |
As of Jun 30 2024, Comfort Systems USA's largest institutional buyer is NORGES BANK. The company purchased 435.50K stocks of FIX, valued at $132.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 4.77% | 0.03% | 1,704,994 | -471,874 | -21.68% | 518,522,949 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.00% | 0.01% | 357,707 | -288,140 | -44.61% | 108,785,848 | Jun 30, 2024 |
| GFI INVESTMENT COUNSEL LTD. | - | - | - | -254,746 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.71% | 0.02% | 252,573 | -235,145 | -48.21% | 76,812,501 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.54% | 0.01% | 193,420 | -223,811 | -53.64% | 58,824,000 | Jun 30, 2024 |
| STATE STREET CORP | 2.94% | 0.01% | 1,049,065 | -209,013 | -16.61% | 319,041,648,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.40% | 0.02% | 3,718,273 | -191,119 | -4.89% | 1,130,801,183 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.96% | 0.02% | 700,199 | -168,289 | -19.38% | 212,993,209 | Jun 30, 2024 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 1.00% | 2.24% | 355,897 | -123,759 | -25.80% | 108,235,396 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.01% | 268,682 | -98,514 | -26.83% | 81,711,499 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.28% | 2.82% | 101,355 | -77,556 | -43.35% | 30,824,083 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.02% | 400,090 | -74,227 | -15.65% | 121,675,371 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.19% | 0.11% | 69,604 | -65,831 | -48.61% | 21,167,968 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.69% | 0.68% | 246,046 | -65,057 | -20.91% | 74,828,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -64,304 | -100.00% | - | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.28% | 0.40% | 98,582 | -62,028 | -38.62% | 29,980,758 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.12% | 0.01% | 43,261 | -59,978 | -58.10% | 13,156,535 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.80% | 0.02% | 285,172 | -57,538 | -16.79% | 86,726,508 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.89% | 0.05% | 673,739 | -47,400 | -6.57% | 204,929,285 | Jun 30, 2024 |
| BARCLAYS PLC | 0.05% | 0.00% | 18,517 | -45,068 | -70.88% | 5,632,000 | Jun 30, 2024 |
As of Jun 30 2024, Comfort Systems USA's biggest institutional seller is FMR LLC. The company sold -0.47M shares of FIX, valued at $518.52M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.22% | 0.02% | 435,502 | 435,502 | 100.00% | 132,444,868 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.27% | 0.69% | 97,800 | 97,800 | 100.00% | 29,742,936 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.24% | 0.06% | 85,463 | 85,463 | 100.00% | 27,000,326 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.17% | 0.68% | 61,547 | 61,547 | 100.00% | 18,717,187 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.08% | 45,467 | 45,467 | 100.00% | 13,827,424 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.10% | 0.45% | 35,601 | 35,601 | 100.00% | 10,826,976 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.08% | 0.47% | 28,030 | 28,030 | 100.00% | 8,524,484 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.06% | 0.17% | 19,963 | 19,963 | 100.00% | 6,071,148 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 17,897 | 17,897 | 100.00% | 5,442,836 | Jun 30, 2024 |
| BEACON HARBOR WEALTH ADVISORS, INC. | 0.05% | 1.36% | 17,239 | 17,239 | 100.00% | 5,243,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.01% | 15,900 | 15,900 | 100.00% | 4,835,508 | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | 0.04% | 0.80% | 15,642 | 15,642 | 100.00% | 4,757,045 | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | 0.04% | 0.40% | 15,425 | 15,425 | 100.00% | 4,691,051 | Jun 30, 2024 |
| TREASURER OF THE STATE OF NORTH CAROLINA | 0.04% | 0.02% | 15,290 | 15,290 | 100.00% | 4,650,000 | Jun 30, 2024 |
| 1060 CAPITAL, LLC | 0.04% | 9.94% | 15,000 | 15,000 | 100.00% | 4,561,800 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.04% | 0.03% | 14,258 | 14,258 | 100.00% | 4,336,000 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.04% | 0.16% | 13,495 | 13,495 | 100.00% | 4,104,099 | Jun 30, 2024 |
| BRICKTOWN CAPITAL, LLC | 0.04% | 0.79% | 12,728 | 12,728 | 100.00% | 3,870,839 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.03% | 0.02% | 11,806 | 11,806 | 100.00% | 3,590,441 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.03% | 0.07% | 10,565 | 10,565 | 100.00% | 3,213,000 | Jun 30, 2024 |
| DAVID J YVARS GROUP | 0.03% | 1.94% | 10,179 | 10,179 | 100.00% | 3,095,764 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.19% | 7,472 | 7,472 | 100.00% | 2,272,385 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.02% | 0.02% | 6,855 | 6,855 | 100.00% | 2,084,621 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.02% | 0.34% | 5,391 | 5,391 | 100.00% | 1,639,511 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.11% | 4,765 | 4,765 | 100.00% | 1,449,132 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.01% | 0.02% | 4,331 | 4,331 | 100.00% | 1,317,144 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.01% | 1.23% | 4,238 | 4,238 | 100.00% | 1,288,861 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.01% | 0.30% | 3,976 | 3,976 | 100.00% | 1,209,181 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.01% | 0.13% | 3,960 | 3,960 | 100.00% | 1,204,315 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.01% | 0.00% | 3,893 | 3,893 | 100.00% | 1,183,939 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.12% | 3,703 | 3,703 | 100.00% | 1,126,000 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.01% | 0.01% | 3,451 | 3,451 | 100.00% | 1,049,518 | Jun 30, 2024 |
| PRIVATE CLIENT SERVICES, LLC | 0.01% | 0.63% | 3,276 | 3,276 | 100.00% | 996,206 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.01% | 0.01% | 3,072 | 3,072 | 100.00% | 934,257 | Jun 30, 2024 |
| 0.01% | 0.11% | 2,996 | 2,996 | 100.00% | 901,596 | Jun 30, 2024 | |
| JENNISON ASSOCIATES LLC | 0.01% | 0.00% | 2,861 | 2,861 | 100.00% | 870,088 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.01% | 0.00% | 2,800 | 2,800 | 100.00% | 851,536 | Jun 30, 2024 |
| MARYLAND STATE RETIREMENT & PENSION SYSTEM | 0.01% | 0.02% | 2,738 | 2,738 | 100.00% | 832,681 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.00% | 2,400 | 2,400 | 100.00% | 729,888 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.06% | 2,348 | 2,348 | 100.00% | 714,074 | Jun 30, 2024 |
| CYNOSURE MANAGEMENT, LLC | 0.01% | 0.11% | 2,338 | 2,338 | 100.00% | 711,032 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.01% | 0.05% | 2,186 | 2,186 | 100.00% | 665,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.00% | 2,000 | 2,000 | 100.00% | 608,240 | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.01% | 0.01% | 1,998 | 1,998 | 100.00% | 607,632 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.00% | 1,940 | 1,940 | 100.00% | 589,908 | Jun 30, 2024 |
| UTAH RETIREMENT SYSTEMS | 0.01% | 0.01% | 1,900 | 1,900 | 100.00% | 577,828 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.01% | 0.01% | 1,878 | 1,878 | 100.00% | 571,137 | Jun 30, 2024 |
| MOUNT LUCAS MANAGEMENT LP | 0.00% | 0.15% | 1,684 | 1,684 | 100.00% | 512,138 | Jun 30, 2024 |
| X-SQUARE CAPITAL, LLC | 0.00% | 0.23% | 1,600 | 1,600 | 100.00% | 487,000 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.08% | 1,443 | 1,443 | 100.00% | 439,000 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.01% | 1,382 | 1,382 | 100.00% | 420,294 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.08% | 1,372 | 1,372 | 100.00% | 417,253 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 1,312 | 1,312 | 100.00% | 399,068 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 1,216 | 1,216 | 100.00% | 369,810 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.00% | 0.00% | 1,110 | 1,110 | 100.00% | 337,573 | Jun 30, 2024 |
| NORTHSTAR ADVISORY GROUP, LLC | 0.00% | 0.18% | 1,038 | 1,038 | 100.00% | 315,677 | Jun 30, 2024 |
| CI PRIVATE WEALTH, LLC | 0.00% | 0.00% | 1,011 | 1,011 | 100.00% | 307,466 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.05% | 956 | 956 | 100.00% | 290,604 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.03% | 900 | 900 | 100.00% | 273,708 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 881 | 881 | 100.00% | 267,930 | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.00% | 0.19% | 861 | 861 | 100.00% | 261,847 | Jun 30, 2024 |
| ARCUS CAPITAL PARTNERS, LLC | 0.00% | 0.10% | 853 | 853 | 100.00% | 259,415 | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 831 | 831 | 100.00% | 252,724 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.02% | 821 | 821 | 100.00% | 249,685 | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | 0.00% | 0.01% | 807 | 807 | 100.00% | 245,424 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 764 | 764 | 100.00% | 232,348 | Jun 30, 2024 |
| IHT WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 762 | 762 | 100.00% | 231,739 | Jun 30, 2024 |
| PROSPERITY FINANCIAL GROUP, INC. | 0.00% | 0.14% | 728 | 728 | 100.00% | 221,399 | Jun 30, 2024 |
| ENCOMPASS MORE ASSET MANAGEMENT | 0.00% | 0.15% | 709 | 709 | 100.00% | 215,621 | Jun 30, 2024 |
| L2 ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 707 | 707 | 100.00% | 215,007 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 500 | 500 | 100.00% | 152,060 | Jun 30, 2024 |
| ALPHACENTRIC ADVISORS LLC | 0.00% | 0.06% | 258 | 258 | 100.00% | 78,463 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 135 | 135 | 100.00% | 41,057 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 122 | 122 | 100.00% | 37,103 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 30,412 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 77 | 77 | 100.00% | 23,417 | Jun 30, 2024 |
| WHITTIER TRUST CO OF NEVADA INC | 0.00% | 0.00% | 72 | 72 | 100.00% | 21,894 | Jun 30, 2024 |
| MATRIX TRUST CO | 0.00% | 0.00% | 55 | 55 | 100.00% | 17,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 43 | 43 | 100.00% | 13,584 | Jun 30, 2024 |
| ST GERMAIN D J CO INC | 0.00% | 0.00% | 33 | 33 | 100.00% | 10,036 | Jun 30, 2024 |
| AMUNDI | 0.00% | - | 31 | 31 | 100.00% | 9,667 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 7,603 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.00% | 22 | 22 | 100.00% | 6,812 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | 0.00% | 16 | 16 | 100.00% | 4,866 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 16 | 16 | 100.00% | 4,866 | Jun 30, 2024 |
| COHEN & STEERS, INC. | - | - | 15 | 15 | 100.00% | 5,000 | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | 0.00% | 10 | 10 | 100.00% | 3,042 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 9 | 9 | 100.00% | 2,737 | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 8 | 8 | 100.00% | 2,433 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 8 | 8 | 100.00% | 2,433 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | 0.00% | 6 | 6 | 100.00% | 1,825 | Jun 30, 2024 |
| TOTH FINANCIAL ADVISORY CORP | - | 0.00% | 6 | 6 | 100.00% | 1,825 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 3 | 3 | 100.00% | 918 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 2 | 2 | 100.00% | 609 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | 0.00% | 1 | 1 | 100.00% | 305 | Jun 30, 2024 |
| PINERIDGE ADVISORS LLC | - | 0.00% | 1 | 1 | 100.00% | 304 | Jun 30, 2024 |
Comfort Systems USA's largest new institutional shareholder by number of shares is NORGES BANK, purchased 435.50K shares, valued at $132.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GFI INVESTMENT COUNSEL LTD. | - | - | - | -254,746 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -64,304 | -100.00% | - | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -18,300 | -100.00% | - | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -16,783 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,382 | -100.00% | - | Jun 30, 2024 |
| PENSERRA CAPITAL MANAGEMENT LLC | - | - | - | -10,672 | -100.00% | - | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | - | - | - | -10,600 | -100.00% | - | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | - | - | - | -10,461 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -10,090 | -100.00% | - | Jun 30, 2024 |
| HIDDENITE CAPITAL PARTNERS LP | - | - | - | -7,550 | -100.00% | - | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -7,300 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -5,628 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -5,077 | -100.00% | - | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | - | - | - | -3,287 | -100.00% | - | Jun 30, 2024 |
| ARDSLEY ADVISORY PARTNERS LP | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -2,067 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,859 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -1,732 | -100.00% | - | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| PFG ADVISORS | - | - | - | -1,655 | -100.00% | - | Jun 30, 2024 |
| AXS INVESTMENTS LLC | - | - | - | -1,655 | -100.00% | - | Jun 30, 2024 |
| KOSHINSKI ASSET MANAGEMENT, INC. | - | - | - | -1,228 | -100.00% | - | Jun 30, 2024 |
| FIRST HAWAIIAN BANK | - | - | - | -1,098 | -100.00% | - | Jun 30, 2024 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -1,062 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -1,058 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -1,041 | -100.00% | - | Jun 30, 2024 |
| PERSONAL CFO SOLUTIONS, LLC | - | - | - | -1,010 | -100.00% | - | Jun 30, 2024 |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| CHOATE INVESTMENT ADVISORS | - | - | - | -883 | -100.00% | - | Jun 30, 2024 |
| THOMPSON DAVIS & CO., INC. | - | - | - | -860 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -843 | -100.00% | - | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -821 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -817 | -100.00% | - | Jun 30, 2024 |
| CENTRAL VALLEY ADVISORS, LLC | - | - | - | -784 | -100.00% | - | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | - | - | - | -726 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -703 | -100.00% | - | Jun 30, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -672 | -100.00% | - | Jun 30, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | - | - | - | -652 | -100.00% | - | Jun 30, 2024 |
| ORIGIN ASSET MANAGEMENT LLP | - | - | - | -650 | -100.00% | - | Jun 30, 2024 |
| ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC | - | - | - | -644 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -639 | -100.00% | - | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | - | - | - | -475 | -100.00% | - | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | - | - | - | -409 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | - | - | - | -47 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| MCCLARREN FINANCIAL ADVISORS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Comfort Systems USA's largest sold out institutional shareholder by shares sold is GFI INVESTMENT COUNSEL LTD., sold -0.25M shares, valued at -, as of undefined.
Comfort Systems USA Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 1.49% | 243,814 | - | - | Jan 31, 2024 |
| DIVIDEND & INCOME FUND | 0.76% | 33,000 | - | - | Dec 31, 2023 |
| Walthausen Funds | 0.32% | 10,782 | - | - | Apr 30, 2023 |
| FOXBY CORP. | 0.28% | 1,600 | - | - | Jun 30, 2023 |
| Value Line Small Cap Opportunities Fund, Inc. | 0.27% | 80,600 | 5,500 | 7.32% | Mar 31, 2024 |
| FIDELITY TREND FUND | 0.24% | 152,400 | 152,400 | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.18% | 169,843 | -56,207 | -24.86% | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.17% | 20,504 | - | - | Dec 31, 2020 |
| HARTFORD HLS SERIES FUND II INC | 0.14% | 33,535 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.13% | 32,000 | - | - | Mar 31, 2024 |
| ANCORA TRUST | 0.10% | 22,130 | - | - | Mar 31, 2024 |
| BlackRock Innovation & Growth Trust | 0.10% | 110,055 | -9,460 | -7.92% | Mar 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.10% | 33,206 | -1,075 | -3.14% | Dec 31, 2023 |
| COPLEY FUND INC /NV/ | 0.09% | 1,200 | 1,200 | - | Nov 30, 2022 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.08% | 268,200 | -75,234 | -21.91% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.08% | 5,937 | - | - | Sep 30, 2022 |
| HENNESSY FUNDS TRUST | 0.08% | 150,500 | 13,800 | 10.10% | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 291,153 | 1,611 | 0.56% | Mar 28, 2024 |
| Capitol Series Trust | 0.06% | 573,109 | -438,296 | -43.34% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 22,085 | 22,085 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 24,830 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.05% | 16,528 | 16,528 | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.05% | 17,894 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.04% | 244,314 | 114,236 | 87.82% | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.04% | 24,900 | 500 | 2.05% | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.04% | 41,191 | - | - | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 2,049,176 | -123,706 | -5.69% | Mar 31, 2024 |
| WANGER ADVISORS TRUST | 0.03% | 13,746 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.02% | 8,571 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.02% | 20,591 | -13,743 | -40.03% | Feb 29, 2024 |
| Federated Hermes Equity Funds | 0.02% | 406,037 | -6,300 | -1.53% | Jan 31, 2024 |
| OBERWEIS FUNDS | 0.02% | 19,800 | 2,100 | 11.86% | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 15,756 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.02% | 103,400 | 103,400 | - | Sep 30, 2019 |
| Federated Hermes Index Trust | 0.02% | 4,046 | 4,046 | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 72,786 | -114,442 | -61.12% | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.02% | 13,283 | -7,806 | -37.01% | Mar 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.02% | 48,500 | 48,500 | - | Sep 30, 2019 |
| BOSTON TRUST WALDEN FUNDS | 0.02% | 43,440 | -36,460 | -45.63% | Mar 28, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.02% | 335,739 | 335,739 | - | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.02% | 31,015 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.01% | 41,206 | - | - | Jan 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 831 | - | - | Feb 29, 2024 |
| OSI ETF Trust | 0.01% | 2,273 | - | - | Mar 31, 2022 |
| Tributary Funds, Inc. | 0.01% | 66,850 | -18,655 | -21.82% | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 99,900 | 99,900 | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 57,122 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,255 | 300 | 15.35% | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 273,231 | - | - | Jan 31, 2024 |
| Monteagle Funds | 0.01% | 456 | -737 | -61.78% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 8,230 | -1,597 | -16.25% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 62,092 | -2,414 | -3.74% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 202 | - | - | Dec 31, 2023 |
| Absolute Shares Trust | 0.01% | 3,470 | -15,127 | -81.34% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,270 | -145 | -2.68% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 95,376 | -6,500 | -6.38% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 33,087 | -2,871 | -7.98% | Jan 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.01% | 42,700 | - | - | Mar 31, 2024 |
| AB CAP FUND, INC. | 0.01% | 284,574 | -63,425 | -18.23% | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 94,470 | 32,607 | 52.71% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,083,350 | -573,274 | -15.68% | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 609 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 153,242 | -18,764 | -10.91% | Mar 31, 2024 |
| AMG Funds I | 0.01% | 12,389 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 9,720 | - | - | Mar 31, 2024 |
| HOMESTEAD FUNDS INC | 0.01% | 30,788 | -11,200 | -26.67% | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 500 | 500 | - | Feb 29, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.00% | 597 | -1,053 | -63.82% | Sep 30, 2020 |
| HARBOR FUNDS | 0.00% | 102,140 | 102,140 | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 11,419 | -53 | -0.46% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 929 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.00% | 2,100 | -40 | -1.87% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 9,702 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 204,814 | 279 | 0.14% | Jan 31, 2024 |
| VALUED ADVISERS TRUST | 0.00% | 3,372 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 209,825 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 20,158 | 237 | 1.19% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,595 | - | - | Dec 31, 2023 |
| FIDELITY SECURITIES FUND | 0.00% | 287,805 | 57,583 | 25.01% | Jan 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 44,560 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST I | 0.00% | 56,133 | - | - | Feb 29, 2024 |
| THIRD AVENUE TRUST | 0.00% | 16,131 | -9,573 | -37.24% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 1,669 | -16,515 | -90.82% | Mar 31, 2024 |
| US GLOBAL INVESTORS FUNDS | 0.00% | 15,678 | - | - | Mar 31, 2024 |
| 360 Funds | 0.00% | 578 | 12 | 2.12% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 13,735 | -1,771 | -11.42% | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 113,236 | -1,220 | -1.07% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.00% | 26,600 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 23,954 | -14,616 | -37.89% | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 6,300 | - | - | Mar 28, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.00% | 53,728 | 13,802 | 34.57% | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 18,753 | 9,418 | 100.89% | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 69,744 | -24,748 | -26.19% | Mar 28, 2024 |
| Bernstein Fund Inc | 0.00% | 20,499 | -6,560 | -24.24% | Mar 31, 2024 |
| BAILLIE GIFFORD FUNDS | 0.00% | 24,086 | -1,249 | -4.93% | Mar 28, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 40,000 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.00% | 6,177 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 8,749 | -189 | -2.11% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 4,167 | -2,326 | -35.82% | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 135,660 | 13,020 | 10.62% | Jan 31, 2024 |
Comfort Systems USA's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 243.81K shares, compromising 1.49% of its total assets.
Comfort Systems USA Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 273 | -46.58% |
| 31 Mar, 24 | 511 | 14.83% |
| 31 Dec, 23 | 445 | 10.97% |
| 30 Sep, 23 | 401 | 5.80% |
| 30 Jun, 23 | 379 | 7.98% |
| 31 Mar, 23 | 351 | 3.24% |
| 31 Dec, 22 | 340 | 14.86% |
| 30 Sep, 22 | 296 | 7.25% |
| 30 Jun, 22 | 276 | -0.72% |
| 31 Mar, 22 | 278 | -4.79% |
| 31 Dec, 21 | 292 | 6.96% |
| 30 Sep, 21 | 273 | -4.21% |
| 30 Jun, 21 | 285 | 12.20% |
| 31 Mar, 21 | 254 | 1.20% |
| 31 Dec, 20 | 251 | 5.91% |
| 30 Sep, 20 | 237 | 10.75% |
| 30 Jun, 20 | 214 | -3.60% |
| 31 Mar, 20 | 222 | -5.93% |
| 31 Dec, 19 | 236 | 5.36% |
| 30 Sep, 19 | 224 | -8.20% |
| 30 Jun, 19 | 244 | -5.79% |
| 31 Mar, 19 | 259 | 3.60% |
| 31 Dec, 18 | 250 | 1.63% |
| 30 Sep, 18 | 246 | 8.85% |
| 30 Jun, 18 | 226 | 10.78% |
| 31 Mar, 18 | 204 | -1.92% |
| 31 Dec, 17 | 208 | 14.29% |
| 30 Sep, 17 | 182 | -3.19% |
| 30 Jun, 17 | 188 | -3.59% |
| 31 Mar, 17 | 195 | -3.47% |
| 31 Dec, 16 | 202 | -2.42% |
| 30 Sep, 16 | 207 | -8.41% |
| 30 Jun, 16 | 226 | 2.73% |
| 31 Mar, 16 | 220 | 4.27% |
| 31 Dec, 15 | 211 | 8.76% |
| 30 Sep, 15 | 194 | 14.12% |
| 30 Jun, 15 | 170 | 21.43% |
| 31 Mar, 15 | 140 | 5.26% |
| 31 Dec, 14 | 133 | -1.48% |
| 30 Sep, 14 | 135 | -3.57% |
| 30 Jun, 14 | 140 | -4.76% |
| 31 Mar, 14 | 147 | -1.34% |
| 31 Dec, 13 | 149 | 21.14% |
| 30 Sep, 13 | 123 | 7.89% |
| 30 Jun, 13 | 114 | 159.09% |
| 31 Mar, 13 | 44 | -6.38% |
| 31 Dec, 12 | 47 | 11.90% |
| 30 Sep, 12 | 42 | 5.00% |
| 30 Jun, 12 | 40 | -2.44% |
| 31 Mar, 12 | 41 | - |
| 31 Dec, 11 | 41 | 13.89% |
| 30 Sep, 11 | 36 | -2.70% |
| 30 Jun, 11 | 37 | -5.13% |
| 31 Mar, 11 | 39 | 44.44% |
| 31 Dec, 10 | 27 | -22.86% |
| 30 Sep, 10 | 35 | -2.78% |
| 30 Jun, 10 | 36 | -10.00% |
| 31 Mar, 10 | 40 | 2.56% |
| 31 Dec, 09 | 39 | -13.33% |
| 30 Sep, 09 | 45 | -13.46% |
| 30 Jun, 09 | 52 | 15.56% |
| 31 Mar, 09 | 45 | -21.05% |
| 31 Dec, 08 | 57 | 23.91% |
| 30 Sep, 08 | 46 | 6.98% |
| 30 Jun, 08 | 43 | 7.50% |
| 31 Mar, 08 | 40 | 11.11% |
| 31 Dec, 07 | 36 | 9.09% |
| 30 Sep, 07 | 33 | 22.22% |
| 30 Jun, 07 | 27 | -18.18% |
| 31 Mar, 07 | 33 | 3.13% |
| 31 Dec, 06 | 32 | 39.13% |
| 30 Sep, 06 | 23 | -4.17% |
| 30 Jun, 06 | 24 | -17.24% |
| 31 Mar, 06 | 29 | 38.10% |
| 31 Dec, 05 | 21 | -12.50% |
| 30 Sep, 05 | 24 | 20.00% |
| 30 Jun, 05 | 20 | -23.08% |
| 31 Mar, 05 | 26 | 23.81% |
| 31 Dec, 04 | 21 | 40.00% |
| 30 Sep, 04 | 15 | -21.05% |
| 30 Jun, 04 | 19 | 5.56% |
| 31 Mar, 04 | 18 | 50.00% |
| 31 Dec, 03 | 12 | 50.00% |
| 30 Sep, 03 | 8 | - |
| 30 Jun, 03 | 8 | 33.33% |
| 31 Mar, 03 | 6 | -40.00% |
| 31 Dec, 02 | 10 | 100.00% |
| 30 Sep, 02 | 5 | -44.44% |
| 30 Jun, 02 | 9 | 50.00% |
| 31 Mar, 02 | 6 | 200.00% |
| 31 Dec, 01 | 2 | -33.33% |
| 30 Sep, 01 | 3 | -66.67% |
| 30 Jun, 01 | 9 | 12.50% |
| 31 Mar, 01 | 8 | 60.00% |
| 31 Dec, 00 | 5 | - |
| 30 Sep, 00 | 5 | -16.67% |
| 30 Jun, 00 | 6 | - |
| 31 Mar, 00 | 6 | 20.00% |
| 31 Dec, 99 | 5 | - |
| 30 Sep, 99 | 5 | -28.57% |
| 30 Jun, 99 | 7 | -12.50% |
| 31 Mar, 99 | 8 | - |
As of 30 Jun 24, 273 institutions are holding Comfort Systems USA's shares, representing a decrease of -46.58% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 7,445,704 | -78.19% |
| 31 Mar, 24 | 34,143,725 | -1.21% |
| 31 Dec, 23 | 34,563,069 | -1.40% |
| 30 Sep, 23 | 35,053,380 | 3.68% |
| 30 Jun, 23 | 33,810,192 | -1.56% |
| 31 Mar, 23 | 34,345,117 | 1.61% |
| 31 Dec, 22 | 33,801,953 | -0.76% |
| 30 Sep, 22 | 34,061,490 | -0.78% |
| 30 Jun, 22 | 34,328,137 | -0.73% |
| 31 Mar, 22 | 34,580,168 | 0.15% |
| 31 Dec, 21 | 34,527,171 | 1.55% |
| 30 Sep, 21 | 34,000,985 | 0.32% |
| 30 Jun, 21 | 33,892,308 | -1.50% |
| 31 Mar, 21 | 34,409,979 | -1.12% |
| 31 Dec, 20 | 34,800,291 | 3.01% |
| 30 Sep, 20 | 33,782,539 | -2.99% |
| 30 Jun, 20 | 34,822,507 | 0.58% |
| 31 Mar, 20 | 34,622,387 | -0.39% |
| 31 Dec, 19 | 34,756,948 | -0.59% |
| 30 Sep, 19 | 34,964,478 | 1.98% |
| 30 Jun, 19 | 34,283,973 | -1.06% |
| 31 Mar, 19 | 34,651,362 | -0.27% |
| 31 Dec, 18 | 34,746,191 | -0.11% |
| 30 Sep, 18 | 34,785,928 | -0.71% |
| 30 Jun, 18 | 35,035,015 | 0.50% |
| 31 Mar, 18 | 34,859,632 | -1.49% |
| 31 Dec, 17 | 35,386,906 | 0.72% |
| 30 Sep, 17 | 35,134,255 | -0.82% |
| 30 Jun, 17 | 35,423,708 | -0.48% |
| 31 Mar, 17 | 35,595,562 | 1.19% |
| 31 Dec, 16 | 35,177,412 | -1.50% |
| 30 Sep, 16 | 35,713,488 | -2.27% |
| 30 Jun, 16 | 36,542,491 | -0.07% |
| 31 Mar, 16 | 36,567,579 | 0.93% |
| 31 Dec, 15 | 36,230,759 | -20.38% |
| 30 Sep, 15 | 45,502,792 | 24.76% |
| 30 Jun, 15 | 36,473,540 | 0.31% |
| 31 Mar, 15 | 36,359,190 | -0.48% |
| 31 Dec, 14 | 36,534,247 | 2.96% |
| 30 Sep, 14 | 35,482,939 | 0.31% |
| 30 Jun, 14 | 35,373,148 | -0.59% |
| 31 Mar, 14 | 35,581,432 | -0.79% |
| 31 Dec, 13 | 35,864,656 | -1.58% |
| 30 Sep, 13 | 36,440,219 | -0.03% |
| 30 Jun, 13 | 36,449,774 | 228.92% |
| 31 Mar, 13 | 11,081,769 | -25.65% |
| 31 Dec, 12 | 14,904,651 | 1.92% |
| 30 Sep, 12 | 14,624,107 | -13.71% |
| 30 Jun, 12 | 16,947,981 | 3.53% |
| 31 Mar, 12 | 16,370,327 | 8.97% |
| 31 Dec, 11 | 15,023,139 | -0.39% |
| 30 Sep, 11 | 15,081,918 | 9.08% |
| 30 Jun, 11 | 13,827,050 | -7.41% |
| 31 Mar, 11 | 14,933,468 | 17.12% |
| 31 Dec, 10 | 12,751,081 | -2.86% |
| 30 Sep, 10 | 13,126,312 | 1.85% |
| 30 Jun, 10 | 12,888,176 | 7.39% |
| 31 Mar, 10 | 12,001,242 | -5.09% |
| 31 Dec, 09 | 12,645,024 | -5.42% |
| 30 Sep, 09 | 13,369,117 | 1.48% |
| 30 Jun, 09 | 13,174,512 | 13.35% |
| 31 Mar, 09 | 11,623,067 | -25.98% |
| 31 Dec, 08 | 15,703,069 | 21.47% |
| 30 Sep, 08 | 12,927,621 | 33.34% |
| 30 Jun, 08 | 9,695,331 | 4.75% |
| 31 Mar, 08 | 9,255,839 | 1.76% |
| 31 Dec, 07 | 9,095,458 | 4.20% |
| 30 Sep, 07 | 8,728,558 | 9.74% |
| 30 Jun, 07 | 7,954,001 | -10.83% |
| 31 Mar, 07 | 8,919,871 | 8.71% |
| 31 Dec, 06 | 8,205,114 | 151.93% |
| 30 Sep, 06 | 3,256,938 | -53.11% |
| 30 Jun, 06 | 6,946,043 | -12.31% |
| 31 Mar, 06 | 7,921,463 | 64.60% |
| 31 Dec, 05 | 4,812,646 | -89.85% |
| 30 Sep, 05 | 47,402,741 | 592.61% |
| 30 Jun, 05 | 6,844,055 | -84.98% |
| 31 Mar, 05 | 45,580,276 | 9.44% |
| 31 Dec, 04 | 41,648,018 | 2245.11% |
| 30 Sep, 04 | 1,775,949 | -95.70% |
| 30 Jun, 04 | 41,343,065 | 1187.63% |
| 31 Mar, 04 | 3,210,776 | 9.96% |
| 31 Dec, 03 | 2,919,901 | 177.73% |
| 30 Sep, 03 | 1,051,355 | -59.28% |
| 30 Jun, 03 | 2,582,047 | 35.43% |
| 31 Mar, 03 | 1,906,555 | -52.37% |
| 31 Dec, 02 | 4,002,768 | 336.32% |
| 30 Sep, 02 | 917,390 | -64.56% |
| 30 Jun, 02 | 2,588,926 | 19.72% |
| 31 Mar, 02 | 2,162,547 | 15.06% |
| 31 Dec, 01 | 1,879,555 | -34.81% |
| 30 Sep, 01 | 2,883,305 | -16.44% |
| 30 Jun, 01 | 3,450,475 | 9.12% |
| 31 Mar, 01 | 3,162,221 | 0.54% |
| 31 Dec, 00 | 3,145,237 | -0.77% |
| 30 Sep, 00 | 3,169,737 | -10.92% |
| 30 Jun, 00 | 3,558,187 | 0.66% |
| 31 Mar, 00 | 3,534,787 | 728.84% |
| 31 Dec, 99 | 426,474 | -89.07% |
| 30 Sep, 99 | 3,902,560 | -5.94% |
| 30 Jun, 99 | 4,148,949 | 0.67% |
| 31 Mar, 99 | 4,121,212 | - |
Comfort Systems USA (FIX) has 7.45M shares outstanding as of 30 Jun 24, down -78.19% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 20.83% | 0.23% |
| 31 Mar, 24 | 95.54% | 1.02% |
| 31 Dec, 23 | 96.67% | 1.01% |
| 30 Sep, 23 | 97.86% | 1.10% |
| 30 Jun, 23 | 94.38% | 1.03% |
| 31 Mar, 23 | 95.90% | 1.08% |
| 31 Dec, 22 | 94.35% | 1.05% |
| 30 Sep, 22 | 95.00% | 1.04% |
| 30 Jun, 22 | 95.44% | 1.04% |
| 31 Mar, 22 | 95.85% | 1.06% |
| 31 Dec, 21 | 95.13% | 1.08% |
| 30 Sep, 21 | 93.68% | 1.08% |
| 30 Jun, 21 | 93.10% | 1.04% |
| 31 Mar, 21 | 94.83% | 1.05% |
| 31 Dec, 20 | 95.23% | 1.12% |
| 30 Sep, 20 | 92.41% | 1.02% |
| 30 Jun, 20 | 95.19% | 1.07% |
| 31 Mar, 20 | 94.41% | 1.05% |
| 31 Dec, 19 | 94.77% | 1.05% |
| 30 Sep, 19 | 95.00% | 1.10% |
| 30 Jun, 19 | 92.80% | 1.05% |
| 31 Mar, 19 | 93.85% | 1.07% |
| 31 Dec, 18 | 93.65% | 1.08% |
| 30 Sep, 18 | 93.27% | 1.05% |
| 30 Jun, 18 | 94.13% | 1.07% |
| 31 Mar, 18 | 93.73% | 1.04% |
| 31 Dec, 17 | 95.03% | 1.07% |
| 30 Sep, 17 | 94.37% | 1.05% |
| 30 Jun, 17 | 94.98% | 1.04% |
| 31 Mar, 17 | 95.62% | 1.07% |
| 31 Dec, 16 | 94.57% | 1.03% |
| 30 Sep, 16 | 95.59% | 1.00% |
| 30 Jun, 16 | 97.61% | 1.02% |
| 31 Mar, 16 | 97.92% | 1.05% |
| 31 Dec, 15 | 96.77% | 0.66% |
| 30 Sep, 15 | 121.17% | 1.28% |
| 30 Jun, 15 | 97.37% | 1.02% |
| 31 Mar, 15 | 97.53% | 1.03% |
| 31 Dec, 14 | 97.30% | 1.09% |
| 30 Sep, 14 | 94.28% | 1.07% |
| 30 Jun, 14 | 93.81% | 1.05% |
| 31 Mar, 14 | 94.68% | 1.02% |
| 31 Dec, 13 | 96.29% | 1.01% |
| 30 Sep, 13 | 97.71% | 1.02% |
| 30 Jun, 13 | 98.01% | 10.97% |
| 31 Mar, 13 | 29.90% | 1.85% |
| 31 Dec, 12 | 40.16% | 2.59% |
| 30 Sep, 12 | 39.36% | 1.89% |
| 30 Jun, 12 | 45.60% | 2.34% |
| 31 Mar, 12 | 44.18% | 2.74% |
| 31 Dec, 11 | 40.18% | 2.46% |
| 30 Sep, 11 | 40.41% | 2.99% |
| 30 Jun, 11 | 36.74% | 2.32% |
| 31 Mar, 11 | 39.78% | 3.44% |
| 31 Dec, 10 | 34.00% | 2.78% |
| 30 Sep, 10 | 34.95% | 2.97% |
| 30 Jun, 10 | 34.28% | 3.35% |
| 31 Mar, 10 | 31.98% | 2.89% |
| 31 Dec, 09 | 33.24% | 2.68% |
| 30 Sep, 09 | 35.19% | 2.95% |
| 30 Jun, 09 | 34.55% | 3.75% |
| 31 Mar, 09 | 30.36% | 1.91% |
| 31 Dec, 08 | 39.83% | 3.70% |
| 30 Sep, 08 | 32.81% | 5.48% |
| 30 Jun, 08 | 24.46% | 4.53% |
| 31 Mar, 08 | 23.23% | 4.62% |
| 31 Dec, 07 | 22.42% | 4.88% |
| 30 Sep, 07 | 21.43% | 5.60% |
| 30 Jun, 07 | 19.56% | 4.03% |
| 31 Mar, 07 | 22.02% | 5.30% |
| 31 Dec, 06 | 20.39% | 31.38% |
| 30 Sep, 06 | 8.06% | 2.71% |
| 30 Jun, 06 | 17.26% | 4.37% |
| 31 Mar, 06 | 19.87% | 13.25% |
| 31 Dec, 05 | 12.25% | 0.08% |
| 30 Sep, 05 | 120.40% | 39.44% |
| 30 Jun, 05 | 17.47% | 0.13% |
| 31 Mar, 05 | 116.90% | 0.99% |
| 31 Dec, 04 | 108.43% | 507.42% |
| 30 Sep, 04 | 4.62% | 0.04% |
| 30 Jun, 04 | 107.83% | 152.12% |
| 31 Mar, 04 | 8.42% | 14.36% |
| 31 Dec, 03 | 7.66% | 98.52% |
| 30 Sep, 03 | 2.79% | 5.92% |
| 30 Jun, 03 | 6.86% | 26.71% |
| 31 Mar, 03 | 5.07% | 4.38% |
| 31 Dec, 02 | 10.76% | 182.96% |
| 30 Sep, 02 | 2.42% | 5.18% |
| 30 Jun, 02 | 6.84% | 20.61% |
| 31 Mar, 02 | 5.76% | 22.93% |
| 31 Dec, 01 | 5.01% | 8.46% |
| 30 Sep, 01 | 7.70% | 9.03% |
| 30 Jun, 01 | 9.23% | 13.00% |
| 31 Mar, 01 | 8.43% | 11.95% |
| 31 Dec, 00 | 8.40% | 11.61% |
| 30 Sep, 00 | 8.51% | 9.45% |
| 30 Jun, 00 | 9.49% | 10.71% |
| 31 Mar, 00 | 9.41% | 730.00% |
| 31 Dec, 99 | 1.14% | 1.14% |
| 30 Sep, 99 | 9.99% | 8.71% |
| 30 Jun, 99 | 10.71% | 9.51% |
| 31 Mar, 99 | 10.62% | - |
As of 30 Jun 24, Comfort Systems USA is held by 20.83% institutional shareholders, representing a 0.23% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 126 | -46.61% |
| 31 Mar, 24 | 236 | 8.26% |
| 31 Dec, 23 | 218 | 19.78% |
| 30 Sep, 23 | 182 | 0.55% |
| 30 Jun, 23 | 181 | 1.12% |
| 31 Mar, 23 | 179 | - |
| 31 Dec, 22 | 179 | 24.31% |
| 30 Sep, 22 | 144 | 28.57% |
| 30 Jun, 22 | 112 | -13.85% |
| 31 Mar, 22 | 130 | -3.70% |
| 31 Dec, 21 | 135 | 17.39% |
| 30 Sep, 21 | 115 | -13.53% |
| 30 Jun, 21 | 133 | 22.02% |
| 31 Mar, 21 | 109 | -3.54% |
| 31 Dec, 20 | 113 | 5.61% |
| 30 Sep, 20 | 107 | 5.94% |
| 30 Jun, 20 | 101 | -10.62% |
| 31 Mar, 20 | 113 | -2.59% |
| 31 Dec, 19 | 116 | 10.48% |
| 30 Sep, 19 | 105 | -3.67% |
| 30 Jun, 19 | 109 | -9.92% |
| 31 Mar, 19 | 121 | -8.33% |
| 31 Dec, 18 | 132 | 3.94% |
| 30 Sep, 18 | 127 | 15.45% |
| 30 Jun, 18 | 110 | 6.80% |
| 31 Mar, 18 | 103 | -0.96% |
| 31 Dec, 17 | 104 | 7.22% |
| 30 Sep, 17 | 97 | 7.78% |
| 30 Jun, 17 | 90 | -13.46% |
| 31 Mar, 17 | 104 | 9.47% |
| 31 Dec, 16 | 95 | -3.06% |
| 30 Sep, 16 | 98 | -2.00% |
| 30 Jun, 16 | 100 | -20.00% |
| 31 Mar, 16 | 125 | 8.70% |
| 31 Dec, 15 | 115 | 0.88% |
| 30 Sep, 15 | 114 | 14.00% |
| 30 Jun, 15 | 100 | 47.06% |
| 31 Mar, 15 | 68 | 15.25% |
| 31 Dec, 14 | 59 | 18.00% |
| 30 Sep, 14 | 50 | -20.63% |
| 30 Jun, 14 | 63 | -3.08% |
| 31 Mar, 14 | 65 | -23.53% |
| 31 Dec, 13 | 85 | 32.81% |
| 30 Sep, 13 | 64 | -21.95% |
| 30 Jun, 13 | 82 | 228.00% |
| 31 Mar, 13 | 25 | - |
| 31 Dec, 12 | 25 | 4.17% |
| 30 Sep, 12 | 24 | 20.00% |
| 30 Jun, 12 | 20 | -9.09% |
| 31 Mar, 12 | 22 | -8.33% |
| 31 Dec, 11 | 24 | 60.00% |
| 30 Sep, 11 | 15 | -11.76% |
| 30 Jun, 11 | 17 | -22.73% |
| 31 Mar, 11 | 22 | 46.67% |
| 31 Dec, 10 | 15 | 25.00% |
| 30 Sep, 10 | 12 | -50.00% |
| 30 Jun, 10 | 24 | 33.33% |
| 31 Mar, 10 | 18 | -18.18% |
| 31 Dec, 09 | 22 | 15.79% |
| 30 Sep, 09 | 19 | -26.92% |
| 30 Jun, 09 | 26 | 23.81% |
| 31 Mar, 09 | 21 | -36.36% |
| 31 Dec, 08 | 33 | 17.86% |
| 30 Sep, 08 | 28 | - |
| 30 Jun, 08 | 28 | 16.67% |
| 31 Mar, 08 | 24 | -7.69% |
| 31 Dec, 07 | 26 | 18.18% |
| 30 Sep, 07 | 22 | 46.67% |
| 30 Jun, 07 | 15 | -16.67% |
| 31 Mar, 07 | 18 | -14.29% |
| 31 Dec, 06 | 21 | 110.00% |
| 30 Sep, 06 | 10 | -37.50% |
| 30 Jun, 06 | 16 | -23.81% |
| 31 Mar, 06 | 21 | 61.54% |
| 31 Dec, 05 | 13 | 18.18% |
| 30 Sep, 05 | 11 | 10.00% |
| 30 Jun, 05 | 10 | -47.37% |
| 31 Mar, 05 | 19 | 35.71% |
| 31 Dec, 04 | 14 | 55.56% |
| 30 Sep, 04 | 9 | -35.71% |
| 30 Jun, 04 | 14 | - |
| 31 Mar, 04 | 14 | 55.56% |
| 31 Dec, 03 | 9 | 28.57% |
| 30 Sep, 03 | 7 | 40.00% |
| 30 Jun, 03 | 5 | 66.67% |
| 31 Mar, 03 | 3 | -70.00% |
| 31 Dec, 02 | 10 | 150.00% |
| 30 Sep, 02 | 4 | -42.86% |
| 30 Jun, 02 | 7 | 75.00% |
| 31 Mar, 02 | 4 | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 1 | -66.67% |
| 30 Jun, 01 | 3 | -25.00% |
| 31 Mar, 01 | 4 | 300.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 5 | - |
| 31 Mar, 00 | 5 | 66.67% |
| 31 Dec, 99 | 3 | -25.00% |
| 30 Sep, 99 | 4 | -33.33% |
| 30 Jun, 99 | 6 | -25.00% |
| 31 Mar, 99 | 8 | - |
126 institutional shareholders have increased their position in FIX stock as of 30 Jun 24 compared to 236 in the previous quarter (a -46.61% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 105 | -52.27% |
| 31 Mar, 24 | 220 | 19.57% |
| 31 Dec, 23 | 184 | 10.18% |
| 30 Sep, 23 | 167 | 12.84% |
| 30 Jun, 23 | 148 | 11.28% |
| 31 Mar, 23 | 133 | 3.10% |
| 31 Dec, 22 | 129 | 14.16% |
| 30 Sep, 22 | 113 | -5.83% |
| 30 Jun, 22 | 120 | 16.50% |
| 31 Mar, 22 | 103 | - |
| 31 Dec, 21 | 103 | 7.29% |
| 30 Sep, 21 | 96 | -12.73% |
| 30 Jun, 21 | 110 | 4.76% |
| 31 Mar, 21 | 105 | 5.00% |
| 31 Dec, 20 | 100 | 4.17% |
| 30 Sep, 20 | 96 | 17.07% |
| 30 Jun, 20 | 82 | 13.89% |
| 31 Mar, 20 | 72 | -18.18% |
| 31 Dec, 19 | 88 | 10.00% |
| 30 Sep, 19 | 80 | -13.98% |
| 30 Jun, 19 | 93 | -4.12% |
| 31 Mar, 19 | 97 | 4.30% |
| 31 Dec, 18 | 93 | 5.68% |
| 30 Sep, 18 | 88 | 29.41% |
| 30 Jun, 18 | 68 | -8.11% |
| 31 Mar, 18 | 74 | -5.13% |
| 31 Dec, 17 | 78 | 39.29% |
| 30 Sep, 17 | 56 | -9.68% |
| 30 Jun, 17 | 62 | - |
| 31 Mar, 17 | 62 | -27.06% |
| 31 Dec, 16 | 85 | 6.25% |
| 30 Sep, 16 | 80 | -4.76% |
| 30 Jun, 16 | 84 | 25.37% |
| 31 Mar, 16 | 67 | -6.94% |
| 31 Dec, 15 | 72 | 16.13% |
| 30 Sep, 15 | 62 | 8.77% |
| 30 Jun, 15 | 57 | 21.28% |
| 31 Mar, 15 | 47 | -2.08% |
| 31 Dec, 14 | 48 | -18.64% |
| 30 Sep, 14 | 59 | 5.36% |
| 30 Jun, 14 | 56 | -9.68% |
| 31 Mar, 14 | 62 | 37.78% |
| 31 Dec, 13 | 45 | 9.76% |
| 30 Sep, 13 | 41 | 105.00% |
| 30 Jun, 13 | 20 | 81.82% |
| 31 Mar, 13 | 11 | -21.43% |
| 31 Dec, 12 | 14 | 27.27% |
| 30 Sep, 12 | 11 | -21.43% |
| 30 Jun, 12 | 14 | 7.69% |
| 31 Mar, 12 | 13 | 30.00% |
| 31 Dec, 11 | 10 | -37.50% |
| 30 Sep, 11 | 16 | 14.29% |
| 30 Jun, 11 | 14 | 16.67% |
| 31 Mar, 11 | 12 | 50.00% |
| 31 Dec, 10 | 8 | -42.86% |
| 30 Sep, 10 | 14 | 180.00% |
| 30 Jun, 10 | 5 | -70.59% |
| 31 Mar, 10 | 17 | 41.67% |
| 31 Dec, 09 | 12 | -40.00% |
| 30 Sep, 09 | 20 | 5.26% |
| 30 Jun, 09 | 19 | 18.75% |
| 31 Mar, 09 | 16 | 6.67% |
| 31 Dec, 08 | 15 | 15.38% |
| 30 Sep, 08 | 13 | 62.50% |
| 30 Jun, 08 | 8 | -20.00% |
| 31 Mar, 08 | 10 | 11.11% |
| 31 Dec, 07 | 9 | 12.50% |
| 30 Sep, 07 | 8 | 60.00% |
| 30 Jun, 07 | 5 | -44.44% |
| 31 Mar, 07 | 9 | 12.50% |
| 31 Dec, 06 | 8 | -11.11% |
| 30 Sep, 06 | 9 | 50.00% |
| 30 Jun, 06 | 6 | 20.00% |
| 31 Mar, 06 | 5 | - |
| 31 Dec, 05 | 5 | -16.67% |
| 30 Sep, 05 | 6 | -14.29% |
| 30 Jun, 05 | 7 | 133.33% |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | 3 | -25.00% |
| 30 Sep, 04 | 4 | 33.33% |
| 30 Jun, 04 | 3 | 200.00% |
| 31 Mar, 04 | 1 | -66.67% |
| 31 Dec, 03 | 3 | - |
| 30 Sep, 03 | - | -100.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | -50.00% |
| 31 Dec, 01 | 2 | 100.00% |
| 30 Sep, 01 | 1 | -66.67% |
| 30 Jun, 01 | 3 | -25.00% |
| 31 Mar, 01 | 4 | - |
| 31 Dec, 00 | 4 | -20.00% |
| 30 Sep, 00 | 5 | 400.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
105 institutional shareholders have reduced their position in FIX stock as of 30 Jun 24 compared to 220 in the previous quarter (a -52.27% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 273 | -46.58% | 7,445,704 | -78.19% | 20.83% | 0.23% | 126 | -46.61% | 105 | -52.27% |
| 31 Mar, 24 | 511 | 14.83% | 34,143,725 | -1.21% | 95.54% | 1.02% | 236 | 8.26% | 220 | 19.57% |
| 31 Dec, 23 | 445 | 10.97% | 34,563,069 | -1.40% | 96.67% | 1.01% | 218 | 19.78% | 184 | 10.18% |
| 30 Sep, 23 | 401 | 5.80% | 35,053,380 | 3.68% | 97.86% | 1.10% | 182 | 0.55% | 167 | 12.84% |
| 30 Jun, 23 | 379 | 7.98% | 33,810,192 | -1.56% | 94.38% | 1.03% | 181 | 1.12% | 148 | 11.28% |
| 31 Mar, 23 | 351 | 3.24% | 34,345,117 | 1.61% | 95.90% | 1.08% | 179 | - | 133 | 3.10% |
| 31 Dec, 22 | 340 | 14.86% | 33,801,953 | -0.76% | 94.35% | 1.05% | 179 | 24.31% | 129 | 14.16% |
| 30 Sep, 22 | 296 | 7.25% | 34,061,490 | -0.78% | 95.00% | 1.04% | 144 | 28.57% | 113 | -5.83% |
| 30 Jun, 22 | 276 | -0.72% | 34,328,137 | -0.73% | 95.44% | 1.04% | 112 | -13.85% | 120 | 16.50% |
| 31 Mar, 22 | 278 | -4.79% | 34,580,168 | 0.15% | 95.85% | 1.06% | 130 | -3.70% | 103 | - |
| 31 Dec, 21 | 292 | 6.96% | 34,527,171 | 1.55% | 95.13% | 1.08% | 135 | 17.39% | 103 | 7.29% |
| 30 Sep, 21 | 273 | -4.21% | 34,000,985 | 0.32% | 93.68% | 1.08% | 115 | -13.53% | 96 | -12.73% |
| 30 Jun, 21 | 285 | 12.20% | 33,892,308 | -1.50% | 93.10% | 1.04% | 133 | 22.02% | 110 | 4.76% |
| 31 Mar, 21 | 254 | 1.20% | 34,409,979 | -1.12% | 94.83% | 1.05% | 109 | -3.54% | 105 | 5.00% |
| 31 Dec, 20 | 251 | 5.91% | 34,800,291 | 3.01% | 95.23% | 1.12% | 113 | 5.61% | 100 | 4.17% |
| 30 Sep, 20 | 237 | 10.75% | 33,782,539 | -2.99% | 92.41% | 1.02% | 107 | 5.94% | 96 | 17.07% |
| 30 Jun, 20 | 214 | -3.60% | 34,822,507 | 0.58% | 95.19% | 1.07% | 101 | -10.62% | 82 | 13.89% |
| 31 Mar, 20 | 222 | -5.93% | 34,622,387 | -0.39% | 94.41% | 1.05% | 113 | -2.59% | 72 | -18.18% |
| 31 Dec, 19 | 236 | 5.36% | 34,756,948 | -0.59% | 94.77% | 1.05% | 116 | 10.48% | 88 | 10.00% |
| 30 Sep, 19 | 224 | -8.20% | 34,964,478 | 1.98% | 95.00% | 1.10% | 105 | -3.67% | 80 | -13.98% |
| 30 Jun, 19 | 244 | -5.79% | 34,283,973 | -1.06% | 92.80% | 1.05% | 109 | -9.92% | 93 | -4.12% |
| 31 Mar, 19 | 259 | 3.60% | 34,651,362 | -0.27% | 93.85% | 1.07% | 121 | -8.33% | 97 | 4.30% |
| 31 Dec, 18 | 250 | 1.63% | 34,746,191 | -0.11% | 93.65% | 1.08% | 132 | 3.94% | 93 | 5.68% |
| 30 Sep, 18 | 246 | 8.85% | 34,785,928 | -0.71% | 93.27% | 1.05% | 127 | 15.45% | 88 | 29.41% |
| 30 Jun, 18 | 226 | 10.78% | 35,035,015 | 0.50% | 94.13% | 1.07% | 110 | 6.80% | 68 | -8.11% |
| 31 Mar, 18 | 204 | -1.92% | 34,859,632 | -1.49% | 93.73% | 1.04% | 103 | -0.96% | 74 | -5.13% |
| 31 Dec, 17 | 208 | 14.29% | 35,386,906 | 0.72% | 95.03% | 1.07% | 104 | 7.22% | 78 | 39.29% |
| 30 Sep, 17 | 182 | -3.19% | 35,134,255 | -0.82% | 94.37% | 1.05% | 97 | 7.78% | 56 | -9.68% |
| 30 Jun, 17 | 188 | -3.59% | 35,423,708 | -0.48% | 94.98% | 1.04% | 90 | -13.46% | 62 | - |
| 31 Mar, 17 | 195 | -3.47% | 35,595,562 | 1.19% | 95.62% | 1.07% | 104 | 9.47% | 62 | -27.06% |
| 31 Dec, 16 | 202 | -2.42% | 35,177,412 | -1.50% | 94.57% | 1.03% | 95 | -3.06% | 85 | 6.25% |
| 30 Sep, 16 | 207 | -8.41% | 35,713,488 | -2.27% | 95.59% | 1.00% | 98 | -2.00% | 80 | -4.76% |
| 30 Jun, 16 | 226 | 2.73% | 36,542,491 | -0.07% | 97.61% | 1.02% | 100 | -20.00% | 84 | 25.37% |
| 31 Mar, 16 | 220 | 4.27% | 36,567,579 | 0.93% | 97.92% | 1.05% | 125 | 8.70% | 67 | -6.94% |
| 31 Dec, 15 | 211 | 8.76% | 36,230,759 | -20.38% | 96.77% | 0.66% | 115 | 0.88% | 72 | 16.13% |
| 30 Sep, 15 | 194 | 14.12% | 45,502,792 | 24.76% | 121.17% | 1.28% | 114 | 14.00% | 62 | 8.77% |
| 30 Jun, 15 | 170 | 21.43% | 36,473,540 | 0.31% | 97.37% | 1.02% | 100 | 47.06% | 57 | 21.28% |
| 31 Mar, 15 | 140 | 5.26% | 36,359,190 | -0.48% | 97.53% | 1.03% | 68 | 15.25% | 47 | -2.08% |
| 31 Dec, 14 | 133 | -1.48% | 36,534,247 | 2.96% | 97.30% | 1.09% | 59 | 18.00% | 48 | -18.64% |
| 30 Sep, 14 | 135 | -3.57% | 35,482,939 | 0.31% | 94.28% | 1.07% | 50 | -20.63% | 59 | 5.36% |
| 30 Jun, 14 | 140 | -4.76% | 35,373,148 | -0.59% | 93.81% | 1.05% | 63 | -3.08% | 56 | -9.68% |
| 31 Mar, 14 | 147 | -1.34% | 35,581,432 | -0.79% | 94.68% | 1.02% | 65 | -23.53% | 62 | 37.78% |
| 31 Dec, 13 | 149 | 21.14% | 35,864,656 | -1.58% | 96.29% | 1.01% | 85 | 32.81% | 45 | 9.76% |
| 30 Sep, 13 | 123 | 7.89% | 36,440,219 | -0.03% | 97.71% | 1.02% | 64 | -21.95% | 41 | 105.00% |
| 30 Jun, 13 | 114 | 159.09% | 36,449,774 | 228.92% | 98.01% | 10.97% | 82 | 228.00% | 20 | 81.82% |
| 31 Mar, 13 | 44 | -6.38% | 11,081,769 | -25.65% | 29.90% | 1.85% | 25 | - | 11 | -21.43% |
| 31 Dec, 12 | 47 | 11.90% | 14,904,651 | 1.92% | 40.16% | 2.59% | 25 | 4.17% | 14 | 27.27% |
| 30 Sep, 12 | 42 | 5.00% | 14,624,107 | -13.71% | 39.36% | 1.89% | 24 | 20.00% | 11 | -21.43% |
| 30 Jun, 12 | 40 | -2.44% | 16,947,981 | 3.53% | 45.60% | 2.34% | 20 | -9.09% | 14 | 7.69% |
| 31 Mar, 12 | 41 | - | 16,370,327 | 8.97% | 44.18% | 2.74% | 22 | -8.33% | 13 | 30.00% |
| 31 Dec, 11 | 41 | 13.89% | 15,023,139 | -0.39% | 40.18% | 2.46% | 24 | 60.00% | 10 | -37.50% |
| 30 Sep, 11 | 36 | -2.70% | 15,081,918 | 9.08% | 40.41% | 2.99% | 15 | -11.76% | 16 | 14.29% |
| 30 Jun, 11 | 37 | -5.13% | 13,827,050 | -7.41% | 36.74% | 2.32% | 17 | -22.73% | 14 | 16.67% |
| 31 Mar, 11 | 39 | 44.44% | 14,933,468 | 17.12% | 39.78% | 3.44% | 22 | 46.67% | 12 | 50.00% |
| 31 Dec, 10 | 27 | -22.86% | 12,751,081 | -2.86% | 34.00% | 2.78% | 15 | 25.00% | 8 | -42.86% |
| 30 Sep, 10 | 35 | -2.78% | 13,126,312 | 1.85% | 34.95% | 2.97% | 12 | -50.00% | 14 | 180.00% |
| 30 Jun, 10 | 36 | -10.00% | 12,888,176 | 7.39% | 34.28% | 3.35% | 24 | 33.33% | 5 | -70.59% |
| 31 Mar, 10 | 40 | 2.56% | 12,001,242 | -5.09% | 31.98% | 2.89% | 18 | -18.18% | 17 | 41.67% |
| 31 Dec, 09 | 39 | -13.33% | 12,645,024 | -5.42% | 33.24% | 2.68% | 22 | 15.79% | 12 | -40.00% |
| 30 Sep, 09 | 45 | -13.46% | 13,369,117 | 1.48% | 35.19% | 2.95% | 19 | -26.92% | 20 | 5.26% |
| 30 Jun, 09 | 52 | 15.56% | 13,174,512 | 13.35% | 34.55% | 3.75% | 26 | 23.81% | 19 | 18.75% |
| 31 Mar, 09 | 45 | -21.05% | 11,623,067 | -25.98% | 30.36% | 1.91% | 21 | -36.36% | 16 | 6.67% |
| 31 Dec, 08 | 57 | 23.91% | 15,703,069 | 21.47% | 39.83% | 3.70% | 33 | 17.86% | 15 | 15.38% |
| 30 Sep, 08 | 46 | 6.98% | 12,927,621 | 33.34% | 32.81% | 5.48% | 28 | - | 13 | 62.50% |
| 30 Jun, 08 | 43 | 7.50% | 9,695,331 | 4.75% | 24.46% | 4.53% | 28 | 16.67% | 8 | -20.00% |
| 31 Mar, 08 | 40 | 11.11% | 9,255,839 | 1.76% | 23.23% | 4.62% | 24 | -7.69% | 10 | 11.11% |
| 31 Dec, 07 | 36 | 9.09% | 9,095,458 | 4.20% | 22.42% | 4.88% | 26 | 18.18% | 9 | 12.50% |
| 30 Sep, 07 | 33 | 22.22% | 8,728,558 | 9.74% | 21.43% | 5.60% | 22 | 46.67% | 8 | 60.00% |
| 30 Jun, 07 | 27 | -18.18% | 7,954,001 | -10.83% | 19.56% | 4.03% | 15 | -16.67% | 5 | -44.44% |
| 31 Mar, 07 | 33 | 3.13% | 8,919,871 | 8.71% | 22.02% | 5.30% | 18 | -14.29% | 9 | 12.50% |
| 31 Dec, 06 | 32 | 39.13% | 8,205,114 | 151.93% | 20.39% | 31.38% | 21 | 110.00% | 8 | -11.11% |
| 30 Sep, 06 | 23 | -4.17% | 3,256,938 | -53.11% | 8.06% | 2.71% | 10 | -37.50% | 9 | 50.00% |
| 30 Jun, 06 | 24 | -17.24% | 6,946,043 | -12.31% | 17.26% | 4.37% | 16 | -23.81% | 6 | 20.00% |
| 31 Mar, 06 | 29 | 38.10% | 7,921,463 | 64.60% | 19.87% | 13.25% | 21 | 61.54% | 5 | - |
| 31 Dec, 05 | 21 | -12.50% | 4,812,646 | -89.85% | 12.25% | 0.08% | 13 | 18.18% | 5 | -16.67% |
| 30 Sep, 05 | 24 | 20.00% | 47,402,741 | 592.61% | 120.40% | 39.44% | 11 | 10.00% | 6 | -14.29% |
| 30 Jun, 05 | 20 | -23.08% | 6,844,055 | -84.98% | 17.47% | 0.13% | 10 | -47.37% | 7 | 133.33% |
| 31 Mar, 05 | 26 | 23.81% | 45,580,276 | 9.44% | 116.90% | 0.99% | 19 | 35.71% | 3 | - |
| 31 Dec, 04 | 21 | 40.00% | 41,648,018 | 2245.11% | 108.43% | 507.42% | 14 | 55.56% | 3 | -25.00% |
| 30 Sep, 04 | 15 | -21.05% | 1,775,949 | -95.70% | 4.62% | 0.04% | 9 | -35.71% | 4 | 33.33% |
| 30 Jun, 04 | 19 | 5.56% | 41,343,065 | 1187.63% | 107.83% | 152.12% | 14 | - | 3 | 200.00% |
| 31 Mar, 04 | 18 | 50.00% | 3,210,776 | 9.96% | 8.42% | 14.36% | 14 | 55.56% | 1 | -66.67% |
| 31 Dec, 03 | 12 | 50.00% | 2,919,901 | 177.73% | 7.66% | 98.52% | 9 | 28.57% | 3 | - |
| 30 Sep, 03 | 8 | - | 1,051,355 | -59.28% | 2.79% | 5.92% | 7 | 40.00% | - | -100.00% |
| 30 Jun, 03 | 8 | 33.33% | 2,582,047 | 35.43% | 6.86% | 26.71% | 5 | 66.67% | 2 | - |
| 31 Mar, 03 | 6 | -40.00% | 1,906,555 | -52.37% | 5.07% | 4.38% | 3 | -70.00% | - | - |
| 31 Dec, 02 | 10 | 100.00% | 4,002,768 | 336.32% | 10.76% | 182.96% | 10 | 150.00% | - | -100.00% |
| 30 Sep, 02 | 5 | -44.44% | 917,390 | -64.56% | 2.42% | 5.18% | 4 | -42.86% | 1 | - |
| 30 Jun, 02 | 9 | 50.00% | 2,588,926 | 19.72% | 6.84% | 20.61% | 7 | 75.00% | 1 | - |
| 31 Mar, 02 | 6 | 200.00% | 2,162,547 | 15.06% | 5.76% | 22.93% | 4 | - | 1 | -50.00% |
| 31 Dec, 01 | 2 | -33.33% | 1,879,555 | -34.81% | 5.01% | 8.46% | - | -100.00% | 2 | 100.00% |
| 30 Sep, 01 | 3 | -66.67% | 2,883,305 | -16.44% | 7.70% | 9.03% | 1 | -66.67% | 1 | -66.67% |
| 30 Jun, 01 | 9 | 12.50% | 3,450,475 | 9.12% | 9.23% | 13.00% | 3 | -25.00% | 3 | -25.00% |
| 31 Mar, 01 | 8 | 60.00% | 3,162,221 | 0.54% | 8.43% | 11.95% | 4 | 300.00% | 4 | - |
| 31 Dec, 00 | 5 | - | 3,145,237 | -0.77% | 8.40% | 11.61% | 1 | - | 4 | -20.00% |
| 30 Sep, 00 | 5 | -16.67% | 3,169,737 | -10.92% | 8.51% | 9.45% | - | -100.00% | 5 | 400.00% |
| 30 Jun, 00 | 6 | - | 3,558,187 | 0.66% | 9.49% | 10.71% | 5 | - | 1 | - |
| 31 Mar, 00 | 6 | 20.00% | 3,534,787 | 728.84% | 9.41% | 730.00% | 5 | 66.67% | - | -100.00% |
| 31 Dec, 99 | 5 | - | 426,474 | -89.07% | 1.14% | 1.14% | 3 | -25.00% | 1 | - |
| 30 Sep, 99 | 5 | -28.57% | 3,902,560 | -5.94% | 9.99% | 8.71% | 4 | -33.33% | 1 | - |
| 30 Jun, 99 | 7 | -12.50% | 4,148,949 | 0.67% | 10.71% | 9.51% | 6 | -25.00% | 1 | - |
| 31 Mar, 99 | 8 | - | 4,121,212 | - | 10.62% | - | 8 | - | - | - |
Comfort Systems USA Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
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