Who owns Comfort Systems USA (FIX)
Which tracked institutional funds hold FIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FIX is one-sided between 2026-Q1 and 2026-Q2: 675 added or opened and 144 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FIX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FIX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FIX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1283 tracked filers holding FIX, 713 increased or opened the position and 602 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FIX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 74
- Jupiter Topco LLC$186M
- COATUE MANAGEMENT LLC$35M
- Nykredit A/S$33M
- ZEVENBERGEN CAPITAL INVESTMENTS LLC$29M
- PARNASSUS INVESTMENTS, LLC$22M
- IMC-Chicago, LLC$19M
Full exits 54
- Hood River Capital Management LLC$344M
- Amundi$189M
- JANUS HENDERSON GROUP PLC$159M
- CWM, LLC$49M
- Granahan Investment Management, LLC$36M
- Freestone Grove Partners LP$24M
Largest adds
- BlackRock, Inc.$2.5B
- VANGUARD CAPITAL MANAGEMENT LLC$1.4B
- FMR LLC$1.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B
- STATE STREET CORP$1.0B
- NORGES BANK$779M
Largest trims
- Capital International Investors$260M
- WESTFIELD CAPITAL MANAGEMENT CO LP$152M
- Castle Hook Partners LP$93M
- Clearbridge Investments, LLC$91M
- Squarepoint Ops LLC$87M
- ALLIANCEBERNSTEIN L.P.$83M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,397,683 | $6.7B | 12.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,297,509 | $4.6B | 8.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,866,170 | $3.7B | 6.9% | 2026-Q2 |
| FMR LLC added | 1,659,799 | $3.3B | 6.1% | 2026-Q2 |
| STATE STREET CORP added | 1,537,139 | $3.0B | 5.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,151,350 | $2.3B | 4.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,059,017 | $2.1B | 3.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 838,417 | $1.6B | 3.0% | 2026-Q2 |
| Capital World Investors trimmed | 720,244 | $1.4B | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 658,314 | $1.3B | 2.4% | 2026-Q2 |
| NORGES BANK trimmed | 471,564 | $935M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 430,085 | $852M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 375,090 | $743M | 1.4% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 355,433 | $704M | 1.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 341,485 | $677M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 340,992 | $676M | 1.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 324,671 | $643M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 297,845 | $590M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 285,445 | $566M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 268,240 | $532M | 1.0% | 2026-Q2 |
| Value Aligned Research Advisors, LLC added | 243,607 | $483M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 223,896 | $444M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 222,969 | $442M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 221,703 | $439M | 0.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 220,776 | $440M | 0.8% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 212,655 | $421M | 0.8% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 207,953 | $412M | 0.8% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 202,113 | $401M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 201,945 | $400M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 201,937 | $400M | 0.7% | 2026-Q2 |
| Legal & General Group Plc added | 201,870 | $400M | 0.7% | 2026-Q2 |
| UBS Group AG added | 192,295 | $381M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 186,926 | $370M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 179,727 | $356M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 171,195 | $339M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 162,875 | $323M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 158,900 | $315M | 0.6% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 144,923 | $282M | 0.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 144,823 | $287M | 0.5% | 2026-Q2 |
| Capital International Investors trimmed | 141,392 | $280M | 0.5% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 141,047 | $280M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 138,257 | $273M | 0.5% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 130,833 | $259M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 125,815 | $249M | 0.5% | 2026-Q2 |
| Temasek Holdings (Private) Ltd added | 124,436 | $247M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 123,032 | $244M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 119,464 | $165M | 0.3% | 2026-Q2 |
| Evercore Wealth Management, LLC trimmed | 112,392 | $223M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 111,534 | $221M | 0.4% | 2026-Q2 |
| AMF Tjanstepension AB | 109,590 | $217M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 104,995 | $208M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 103,077 | $204M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 99,250 | $197M | 0.4% | 2026-Q2 |
| Castle Hook Partners LP trimmed | 98,482 | $195M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 97,968 | $194M | 0.4% | 2026-Q2 |
| Capital Research Global Investors trimmed | 95,976 | $190M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 95,718 | $190M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 93,950 | $186M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 91,674 | $182M | 0.3% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 86,899 | $172M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 86,222 | $171M | 0.3% | 2026-Q2 |
| AustralianSuper Pty Ltd added | 86,175 | $171M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 85,034 | $169M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 84,870 | $168M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 83,056 | $165M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 80,479 | $160M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 76,914 | $152M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 76,547 | $152M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 76,160 | $151M | 0.3% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 73,834 | $146M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 73,764 | $146M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 71,668 | $142M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 71,032 | $141M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 68,307 | $135M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 68,056 | $127M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 67,589 | $134M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 67,390 | $134M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 67,126 | $133M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 65,942 | $131M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 65,366 | $130M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 63,900 | $127M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 63,477 | $126M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 61,863 | $123M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 61,448 | $122M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 60,477 | $120M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 53,961 | $107M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 53,954 | $107M | 0.2% | 2026-Q2 |
| Polar Capital Holdings Plc added | 53,295 | $106M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 53,119 | $105M | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 52,483 | $104M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 52,015 | $103M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 51,984 | $103M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 51,941 | $103M | 0.2% | 2026-Q2 |
| Smith Group Asset Management, LLC trimmed | 51,773 | $103M | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 51,492 | $102M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 49,988 | $99M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 48,630 | $96M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 48,506 | $96M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 48,029 | $95M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 46,859 | $93M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.