COMFORT SYSTEMS USA INC (FIX) Institutional Ownership Changes & 13F Activity
COMFORT SYSTEMS USA INC (FIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Asset Management Gmbh, State Street Corp, Value Aligned Research Advisors, Llc, Citadel Advisors Llc, and Assenagon Asset Management S.A..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -14,452 | -18.4% | 63,900 | $126.65M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +60 | +3.2% | 1,938 | $3.84M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +25 | +7.0% | 384 | $761.56K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +65,260 | +4.4% | 1,537,139 | $3.05B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -3,030 | -21.6% | 10,983 | $21.77M | Q2 2026 | Sep 22, 2026 |
| Anchor Investment Management, Llc | Buy | +10 | +14.5% | 79 | $156.57K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -395 | -7.5% | 4,868 | $9.65M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -265 | -1.1% | 23,817 | $47.20M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -28 | -14.3% | 168 | $332.97K | Q2 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Buy | +68,522 | +57.4% | 187,971 | $372.55M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +22,564 | +92.9% | 46,859 | $92.87M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -10 | -29.4% | 24 | $47.57K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +3 | +60.0% | 8 | $15.86K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +3,522 | +62.8% | 9,134 | $18.10M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -2,292 | -4.2% | 51,984 | $103.03M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -1 | -1.0% | 95 | $188.28K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +15,855 | +104.6% | 31,013 | $61.47M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Buy | +288 | +68.6% | 708 | $1.40M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +2,524 | +13.5% | 21,279 | $42.17M | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -274 | -4.5% | 5,761 | $11.42M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +252 | +32.5% | 1,028 | $2.04M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +21 | +4.2% | 521 | $1.03M | Q2 2026 | Aug 19, 2026 |
| Field & Main Bank | Buy | +16 | — | 16 | $31.71K | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -8 | -2.5% | 310 | $614.41K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +1,284 | — | 1,284 | $2.50M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -176 | -21.1% | 660 | $1.31M | Q2 2026 | Aug 18, 2026 |
| Tilia Fiduciary Partners, Inc. | Buy | +119 | — | 119 | $235.83K | Q2 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -50 | -2.5% | 1,969 | $1.94M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +3 | — | 3 | $5.95K | Q2 2026 | Aug 18, 2026 |
| Value Aligned Research Advisors, Llc | Buy | +29,970 | +14.0% | 243,607 | $482.82M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about FIX activity
Which institutional owners are buying FIX?
Institutional owners buying FIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FIX activity?
"Buy" means an investor increased their reported position in FIX compared to the prior reporting period. This reflects growing exposure to COMFORT SYSTEMS USA INC (FIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FIX increasing?
Institutional interest in FIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FIX Institutional Insights
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- Industrials Sector Portfolio Overlap
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- FIX Insider Trading & SEC Form 4 Activity
- FIX Articles
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