Comfort Systems USA Ownership | Who Owns Comfort Systems USA?
Comfort Systems USA Ownership Summary
Comfort Systems USA is owned by 51.57% institutional investors, 1.77% insiders, and 46.66% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.77% of FIX shares. American Funds SMALLCAP World A is the top mutual fund, with 4.68% of its assets in Comfort Systems USA shares.
FIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Comfort Systems USA | 51.57% | 1.77% | 46.66% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.91M | 13.77% | $2.08B |
| Blackrock | 4.62M | 12.93% | $1.40B |
| Vanguard group | 3.78M | 10.60% | $1.60B |
| Capital world investors | 2.15M | 6.02% | $910.49M |
| Fmr | 1.70M | 4.76% | $719.64M |
| Invesco | 1.40M | 3.93% | $594.98M |
| State street | 1.10M | 3.10% | $468.24M |
| Westfield capital management co lp | 885.13K | 2.48% | $375.35M |
| Geode capital management | 769.53K | 2.16% | $326.41M |
| Fuller & thaler asset management | 648.47K | 1.82% | $274.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue grotto capital | 55.60K | 4.31% | $23.58M |
| River & mercantile asset management llp | 49.37K | 4.07% | $20.95M |
| Bain capital public equity management ii | 205.72K | 3.95% | $87.24M |
| Rk capital management | 46.08K | 3.75% | $14.01M |
| Bain capital public equity, lp | 11.76K | 3.23% | $4.99M |
| Neumeier poma investment counsel | 73.53K | 3.02% | $31.18M |
| Crown advisors management | 10.00K | 2.72% | $4.24M |
| David j yvars group | 10.11K | 2.61% | $4.29M |
| Soros capital management | 39.13K | 2.60% | $16.60M |
| Mountain pacific investment advisers inc/id | 81.78K | 2.44% | $34.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proficio capital partners | 513.54K | 0.04% | 513.54K |
| Norges bank | 462.56K | 0.03% | 462.56K |
| Jpmorgan chase | 380.90K | 0.01% | 250.09K |
| Voya investment management | 233.55K | 0.10% | 208.28K |
| Westfield capital management co lp | 885.13K | 1.63% | 176.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | 605.36K | 0.20% | -401.77K |
| Gfi investment counsel | - | - | -254.75K |
| Alliancebernstein | 305.74K | 0.04% | -239.04K |
| Hennessy advisors | - | - | -192.60K |
| Congress asset management co /ma | 99.45K | 0.28% | -166.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 462.56K | 0.03% | 462.56K | $196.15M |
| Susquehanna fundamental investments | 96.53K | 0.58% | 96.53K | $40.93M |
| Raymond james financial | 92.06K | 0.01% | 92.06K | $39.04M |
| Schroder investment management group | 89.13K | 0.04% | 89.13K | $37.80M |
| Clearbridge investments | 55.21K | 0.02% | 55.21K | $23.41M |
Sold Out
| Holder | Change |
|---|---|
| Wr wealth planners | -1.00 |
| Tfo-tdc | -2.00 |
| Peak6 investments | -2.00 |
| Riverview trust | -2.00 |
| Creekmur asset management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 411 | -31.73% | 18,392,914 | -43.77% | 51 | 0.61% | 202 | -34.42% | 156 | -27.44% |
| Sep 30, 2024 | 596 | 5.67% | 32,646,119 | -4.63% | 91 | 1.00% | 305 | 9.71% | 212 | 0.95% |
| Jun 30, 2024 | 559 | 9.18% | 34,214,637 | 0.21% | 95 | 1.05% | 274 | 16.10% | 209 | -5.43% |
| Mar 31, 2024 | 512 | 14.54% | 34,144,508 | -1.23% | 95 | 1.02% | 236 | 7.76% | 221 | 20.11% |
| Dec 31, 2023 | 447 | 10.92% | 34,571,277 | -1.40% | 96 | 1.01% | 219 | 19.67% | 184 | 10.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.67M | 4.68% | -137.90K |
| iShares Core S&P Mid-Cap ETF | 1.16M | 3.26% | 2.01K |
| Vanguard US Total Market Shares ETF | 1.13M | 3.20% | 870.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.12M | 3.16% | 5.37K |
| Vanguard Small Cap Index | 908.71K | 2.56% | 735.00 |
| FullerThaler Behavioral Sm-Cp Eq R6 | 613.42K | 1.73% | -119.00K |
| FullerThaler Behavioral Small-Cap Equity | 613.42K | 1.73% | -119.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 538.77K | 1.52% | 1.49K |
| Vanguard Small Cap Growth Index Inv | 510.48K | 1.44% | -2.33K |
| Capital Group Fundamental Invtrs Comp | 408.03K | 1.15% | -45.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Trent T McKenna | EVP & CHIEF OPERATING OFFICER | Sell | $1.94M |
| Nov 13, 2024 | Lane Brian E. | PRESIDENT/CHIEF EXECUTIVE OFF. | Sell | $6.73M |
| Nov 08, 2024 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Sell | $2.50M |
| Nov 05, 2024 | Mercado, Pablo G. | - | Sell | $1.02M |
| Oct 30, 2024 | MYERS FRANKLIN | CHAIRMAN OF THE BOARD | Sell | $4.68M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 4 |
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