FIX Comfort Systems USA, Inc.

NYSE
$1,715.69

Comfort Systems USA, Inc. (FIX) Institutional Ownership

What the institutions did with FIX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
11
filed both this quarter and last
Managers holding
11
+2 on the quarter
Buyers
5
2 opened new
Sellers
4
0 sold out entirely
Buyer share
55.6%
of managers who traded it
Breadth
+11.1
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
GoalVest Advisory LLC 46.9K 88.6%
ARGENT CAPITAL MANAGEMENT LLC 3.2K 6.1%
FIRST FINANCIAL BANK - TRUST DIVISION 1.2K 2.3%
Central Pacific Bank - Trust Division 714 1.3%
PRIVATE CLIENT SERVICES, LLC 359 0.7%
Versant Capital Management, Inc 183 0.3%
MassMutual Private Wealth & Trust, FSB 148 0.3%
CX Institutional 147 0.3%
EASTERN BANK 50 0.1%
BURKETT FINANCIAL SERVICES, LLC 10 0.0%
Noble Wealth Management PBC 1 0.0%

Largest changes

Manager Action Previous Current Change
GoalVest Advisory LLC Increased 22 46.9K +46.9K
ARGENT CAPITAL MANAGEMENT LLC Reduced 3.8K 3.2K -635
PRIVATE CLIENT SERVICES, LLC Reduced 637 359 -278
Central Pacific Bank - Trust Division Reduced 917 714 -203
CX Institutional Increased 53 147 +94
MassMutual Private Wealth & Trust, FSB Reduced 179 148 -31
BURKETT FINANCIAL SERVICES, LLC New 0 10 +10
Versant Capital Management, Inc Increased 177 183 +6
Noble Wealth Management PBC New 0 1 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.