Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in FIX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $6.73B | -3.3% | 9.654% | 0.10% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $4.55B | +0.5% | 6.528% | 0.10% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $3.70B | -0.8% | 5.303% | 0.17% |
| 4 | FMR LLC | 1.7M | $3.29B | +14.5% | 4.716% | 0.14% |
| 5 | STATE STREET CORP | 1.5M | $3.05B | +4.4% | 4.368% | 0.05% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $2.29B | -7.0% | 3.271% | 0.12% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $2.08B | -5.1% | 3.009% | 0.73% |
| 8 | JPMORGAN CHASE & CO | 838K | $1.63B | -5.8% | 2.382% | 0.09% |
| 9 | Capital World Investors | 720K | $1.43B | -16.8% | 2.046% | 0.17% |
| 10 | Invesco Ltd. | 658K | $1.30B | +8.5% | 1.870% | 0.10% |
| 11 | NORGES BANK | 472K | $934.6M | — | 1.340% | 0.09% |
| 12 | MORGAN STANLEY | 430K | $852.4M | -6.5% | 1.222% | 0.05% |
| 13 | FIRST TRUST ADVISORS LP | 375K | $743.4M | -9.8% | 1.066% | 0.44% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 358K | $709.0M | +76.6% | 1.016% | 0.06% |
| 15 | WESTFIELD CAPITAL MANAGEMENT CO LP | 355K | $704.5M | -42.8% | 1.010% | 2.30% |
| 16 | FEDERATED HERMES, INC. | 341K | $676.8M | +27.9% | 0.970% | 0.97% |
| 17 | NORTHERN TRUST CORP | 341K | $675.8M | +3.6% | 0.969% | 0.08% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298K | $590.3M | +3.5% | 0.846% | 0.08% |
| 19 | Amundi | 293K | $580.5M | +114.1% | 0.832% | 0.14% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 285K | $565.7M | +2.0% | 0.811% | 0.10% |
| 21 | GOLDMAN SACHS GROUP INC | 268K | $531.6M | +9.9% | 0.762% | 0.05% |
| 22 | CITADEL ADVISORS LLC | 268K | $531.5M | -10.9% | 0.762% | 0.03% |
| 23 | Value Aligned Research Advisors, LLC | 244K | $482.8M | +14.0% | 0.692% | 1.20% |
| 24 | JANE STREET GROUP, LLC | 243K | $481.7M | -17.0% | 0.691% | 0.04% |
| 25 | DEUTSCHE BANK AG\ | 224K | $443.8M | -7.0% | 0.636% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FIX — a direct measure of their conviction.
Filings activity in FIX during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new FIX position in Q2 2026
Institutions that fully closed their FIX position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,358 | +14% | 95.61% | +0.59 pp | $64.50B | +45% |
| Q1 2026 | 1,194 | +17% | 95.02% | 2.10 pp | $44.44B | +46% |
| Q4 2025 | 1,018 | +17% | 97.12% | +1.97 pp | $30.45B | +15% |
| Q3 2025 | 867 | +17% | 95.15% | 1.65 pp | $26.52B | +51% |
| Q2 2025 | 740 | +20% | 96.80% | +0.10 pp | $17.52B | +71% |
| Q1 2025 | 619 | 4.5% | 96.70% | 0.52 pp | $10.23B | 24% |
| Q4 2024 | 648 | +12% | 97.22% | +3.97 pp | $13.53B | +12% |
| Q3 2024 | 577 | — | 93.25% | — | $12.06B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FIX stock.
Based on Q2 2026 13F filings, institutional ownership of Comfort Systems USA, Inc. stands at 95.6%, held across 1,358 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FIX, with approximately 3,397,683 shares worth $6.73B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of FIX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for FIX is 82 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
229 institutions opened new positions in FIX during Q2 2026, while 78 fully exited. 946 added to existing positions and 143 trimmed.
FIX institutional ownership rose by 0.59 percentage points quarter-over-quarter, with a net change of +164 holders.
The top 10 institutions account for 46.6% of all reported 13F value in FIX, and the top 25 account for 61.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Comfort Systems USA, Inc. (FIX) Institutional Ownership