Ranked by reported Q1 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. | 3.5M | $4.84B | +1.9% | 9.984% | 0.08% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $3.15B | — | 6.497% | 0.08% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $2.59B | — | 5.347% | 0.14% |
| 4 | STATE STREET CORP | 1.5M | $2.03B | +3.0% | 4.183% | 0.07% |
| 5 | FMR LLC | 1.4M | $2.00B | -13.2% | 4.120% | 0.11% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $1.71B | +4.4% | 3.520% | 0.11% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $1.49B | +9.4% | 3.173% | 0.68% |
| 8 | Capital World Investors | 866K | $1.19B | -47.2% | 2.461% | 0.16% |
| 9 | WESTFIELD CAPITAL MANAGEMENT CO LP | 621K | $856.2M | -7.2% | 1.765% | 3.59% |
| 10 | Invesco Ltd. | 607K | $836.5M | -7.1% | 1.724% | 0.13% |
| 11 | MORGAN STANLEY | 460K | $634.5M | +6.6% | 1.308% | 0.04% |
| 12 | FIRST TRUST ADVISORS LP | 416K | $573.5M | -13.7% | 1.182% | 0.41% |
| 13 | Capital International Investors | 392K | $540.3M | +244.8% | 1.114% | 0.13% |
| 14 | NORTHERN TRUST CORP | 329K | $453.8M | +3.2% | 0.935% | 0.06% |
| 15 | CITADEL ADVISORS LLC | 301K | $414.9M | +214.0% | 0.855% | 0.19% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 288K | $396.8M | +0.4% | 0.818% | 0.06% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 280K | $385.8M | +5.4% | 0.796% | 0.08% |
| 18 | FEDERATED HERMES, INC. | 267K | $368.2M | -15.9% | 0.759% | 0.60% |
| 19 | Point72 Asset Management, L.P. | 262K | $360.7M | +37.8% | 0.743% | 0.51% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 253K | $348.9M | +12.8% | 0.719% | 0.19% |
| 21 | Hood River Capital Management LLC | 249K | $343.9M | +1.4% | 0.709% | 3.45% |
| 22 | GOLDMAN SACHS GROUP INC | 244K | $336.5M | +8.5% | 0.694% | 0.04% |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 242K | $334.0M | -16.2% | 0.688% | 1.12% |
| 24 | DEUTSCHE BANK AG\ | 241K | $332.0M | -23.0% | 0.684% | 0.11% |
| 25 | BAILLIE GIFFORD & CO | 225K | $310.4M | -18.1% | 0.640% | 0.32% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,175 | +16% | 64.57% | +18.80 pp | $42.65B | +41% |
| Q4 2025 | 1,010 | +17% | 45.77% | +6.40 pp | $30.24B | +16% |
| Q3 2025 | 860 | +16% | 39.37% | +12.85 pp | $26.01B | +48% |
| Q2 2025 | 740 | +20% | 26.52% | +11.04 pp | $17.52B | +71% |
| Q1 2025 | 619 | 4.5% | 15.48% | 5.01 pp | $10.23B | 24% |
| Q4 2024 | 648 | +12% | 20.49% | +2.24 pp | $13.53B | +12% |
| Q3 2024 | 577 | +6.1% | 18.25% | +3.29 pp | $12.06B | +22% |
| Q2 2024 | 544 | — | 14.96% | — | $9.88B | — |
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 Q1 2026 13F filings, institutional ownership of Comfort Systems USA, Inc. stands at 64.6%, held across 1,175 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FIX, with approximately 3,512,927 shares worth $4.84B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of FIX, including CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for FIX is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
261 institutions opened new positions in FIX during Q1 2026, while 96 fully exited. 800 added to existing positions and 110 trimmed.
FIX institutional ownership rose by 18.80 percentage points quarter-over-quarter, with a net change of +165 holders.
The top 10 institutions account for 48.5% of all reported 13F value in FIX, and the top 25 account for 62.9%.
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