FIX Institutional Ownership
Comfort Systems USA, Inc.
1W: -7.8%
1M: -22.3%
3M: -15.2%
YTD: +28.4%
1Y: +31.3%
3Y: +746.0%
5Y: +1519.3%
$1,288.61
+44.42 (+3.57%)
Weekly Expected Move ±8.5%
$964
$1062
$1160
$1258
$1356
Credit Risk of going bust: lower than 89% of companies Debt: 0.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.19 (down more than 99.9%), Comfort Systems USA, Inc. would be worth roughly what it owes.
Total debt $374.4M against a stock market value of $45.35B.
Distance to default 12.92 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $27.6M (short-term plus half of long-term), stock volatility 56.4%; Altman Z'' 3.82. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.19 (down more than 99.9%), Comfort Systems USA, Inc. would be worth roughly what it owes.
Total debt $374.4M against a stock market value of $45.35B.
Distance to default 12.92 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $27.6M (short-term plus half of long-term), stock volatility 56.4%; Altman Z'' 3.82. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — FIX
1,446
Institutional Holders
+161 vs prior quarter
0.0%
Ownership
+0.00pp
$64B
Total Invested
247
New Positions
500
Increased
571
Reduced
80
Closed
1.14
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1502 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,397,683 | $4.4B | -115,244 | -3.3% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,297,509 | $3.0B | +11,560 | +0.5% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,866,170 | $2.4B | -15,014 | -0.8% | 2Q | SEC ↗ |
| 4 | FMR LLC | 1,659,799 | $2.1B | +210,282 | +14.5% | 40Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,537,139 | $2.0B | +65,260 | +4.4% | 46Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1,151,350 | $1.5B | -87,269 | -7.0% | 92Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1,059,017 | $1.4B | -57,213 | -5.1% | 45Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 838,417 | $1.1B | -51,474 | -5.8% | 82Q | SEC ↗ |
| 9 | Capital World Investors | 720,244 | $928M | -145,536 | -16.8% | 22Q | SEC ↗ |
| 10 | Invesco Ltd. | 658,314 | $848M | +51,734 | +8.5% | 75Q | SEC ↗ |
| 11 | NORGES BANK NEW | 471,564 | $608M | — | +0.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY | 430,085 | $554M | -30,050 | -6.5% | 60Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 375,090 | $483M | -40,796 | -9.8% | 51Q | SEC ↗ |
| 14 | WESTFIELD CAPITAL MANAGEMENT CO LP | 355,433 | $458M | -265,482 | -42.8% | 11Q | SEC ↗ |
| 15 | FEDERATED HERMES, INC. | 341,485 | $440M | +74,455 | +27.9% | 45Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 340,992 | $439M | +11,894 | +3.6% | 110Q | SEC ↗ |
| 17 | PRICE T ROWE ASSOCIATES INC /MD | 324,671 | $418M | +163,502 | +101.4% | 16Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 297,845 | $384M | +10,110 | +3.5% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 297,845 | $384M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Amundi | 292,904 | $377M | +156,069 | +114.1% | 9Q | SEC ↗ |
| 21 | DIMENSIONAL FUND ADVISORS LP | 285,445 | $368M | +5,498 | +2.0% | 102Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 268,240 | $346M | +24,193 | +9.9% | 15Q | SEC ↗ |
| 23 | Value Aligned Research Advisors, LLC | 243,607 | $314M | +29,970 | +14.0% | 4Q | SEC ↗ |
| 24 | DEUTSCHE BANK AG | 223,896 | $289M | -16,895 | -7.0% | 52Q | SEC ↗ |
| 25 | FRANKLIN RESOURCES INC | 222,969 | $287M | +19,581 | +9.6% | 13Q | SEC ↗ |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 221,703 | $286M | -31,276 | -12.4% | 10Q | SEC ↗ |
| 27 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 220,776 | $284M | +220,548 | +96731.6% | 2Q | SEC ↗ |
| 28 | BAILLIE GIFFORD & CO | 212,655 | $274M | -12,463 | -5.5% | 12Q | SEC ↗ |
| 29 | LORD, ABBETT & CO. LLC | 209,302 | $270M | -28,345 | -11.9% | 15Q | SEC ↗ |
| 30 | DZ BANK AG Deutsche Zentral Genossensc | 207,953 | $268M | +122,961 | +144.7% | 9Q | SEC ↗ |
| 31 | Artisan Partners Limited Partnership | 202,113 | $260M | -6,064 | -2.9% | 5Q | SEC ↗ |
| 32 | UBS AM, a distinct business unit of UB | 201,945 | $260M | +55,938 | +38.3% | 51Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 201,937 | $260M | -1,015 | -0.5% | 2Q | SEC ↗ |
| 34 | Legal & General Group Plc | 201,870 | $260M | +48,091 | +31.3% | 27Q | SEC ↗ |
| 35 | UBS Group AG | 192,295 | $248M | +1,751 | +0.9% | 47Q | SEC ↗ |
| 36 | Allianz Asset Management GmbH | 187,971 | $242M | +68,522 | +57.4% | 14Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 186,926 | $241M | -31,269 | -14.3% | 76Q | SEC ↗ |
| 38 | Point72 Asset Management, L.P. | 179,727 | $232M | -39,505 | -18.0% | 4Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 171,195 | $221M | +25,000 | +17.1% | 64Q | SEC ↗ |
| 40 | AMERICAN CENTURY COMPANIES INC | 162,875 | $210M | +111,755 | +218.6% | 15Q | SEC ↗ |
| 41 | Nuveen, LLC | 158,900 | $205M | -29,571 | -15.7% | 6Q | SEC ↗ |
| 42 | WCM INVESTMENT MANAGEMENT, LLC | 144,923 | $187M | +28,225 | +24.2% | 9Q | SEC ↗ |
| 43 | JACOBS LEVY EQUITY MANAGEMENT, INC | 144,823 | $187M | +48,602 | +50.5% | 7Q | SEC ↗ |
| 44 | Capital International Investors | 141,392 | $182M | -250,439 | -63.9% | 14Q | SEC ↗ |
| 45 | ROYAL LONDON ASSET MANAGEMENT LTD | 141,047 | $182M | +2,791 | +2.0% | 14Q | SEC ↗ |
| 46 | VOYA INVESTMENT MANAGEMENT LLC | 138,257 | $178M | +16,649 | +13.7% | 53Q | SEC ↗ |
| 47 | FULLER & THALER ASSET MANAGEMENT, INC. | 130,833 | $169M | -111,363 | -46.0% | 40Q | SEC ↗ |
| 48 | RAYMOND JAMES FINANCIAL INC | 125,815 | $162M | -9,194 | -6.8% | 7Q | SEC ↗ |
| 49 | Temasek Holdings (Private) Ltd | 124,436 | $160M | +30,080 | +31.9% | 3Q | SEC ↗ |
| 50 | Caisse de depot et placement du Quebec | 123,032 | $159M | +43,147 | +54.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 471,564 | $608M |
| Sixth Street Partners Management Co | 297,845 | $384M |
| Jupiter Topco LLC | 93,950 | $121M |
| COATUE MANAGEMENT LLC | 17,793 | $23M |
| Nykredit A/S | 14,709 | $19M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 14,414 | $19M |
| PARNASSUS INVESTMENTS, LLC | 11,091 | $14M |
| Mn Services Vermogensbeheer B.V. | 10,200 | $13M |
| IMC-Chicago, LLC | 9,346 | $12M |
| USS Investment Management Ltd | 8,354 | $11M |
| KEYSTONE INVESTORS PTE LTD | 8,302 | $11M |
| Varma Mutual Pension Insurance Co | 7,800 | $10M |
| KADENSA CAPITAL Ltd | 6,269 | $8M |
| SEVEN GRAND MANAGERS, LLC | 6,000 | $8M |
| Bellars Harris Wealth Management, L | 4,655 | $6M |
| Diversify Advisory Services, LLC | 4,488 | $6M |
| 1832 Asset Management L.P. | 4,321 | $6M |
| Bensler, LLC | 4,179 | $5M |
| BLI - Banque de Luxembourg Investme | 3,850 | $5M |
| RH Tailwind Management, LLC | 3,800 | $5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hood River Capital Management LLC | 249,385 | $321M |
| Third Point LLC | 105,000 | $135M |
| Granahan Investment Management, LLC | 26,027 | $34M |
| T. Rowe Price Investment Management | 21,734 | $28M |
| Hiddenite Capital Partners LP | 21,200 | $27M |
| Freestone Grove Partners LP | 17,281 | $22M |
| CAPITAL FUND MANAGEMENT S.A. | 16,372 | $21M |
| Skandinaviska Enskilda Banken AB (p | 15,770 | $20M |
| LBP AM SA | 10,855 | $14M |
| Aquatic Capital Management LLC | 7,947 | $10M |
| PBU - The Pension Fund of Early Chi | 7,525 | $10M |
| Benchstone Capital Management LP | 6,996 | $9M |
| Jain Global LLC | 5,989 | $8M |
| Quadrature Capital Ltd | 5,318 | $7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 5,187 | $7M |
| FORA Capital, LLC | 4,836 | $6M |
| Rakuten Investment Management, Inc. | 4,634 | $6M |
| PDT Partners, LLC | 3,818 | $5M |
| KENNEDY CAPITAL MANAGEMENT LLC | 2,594 | $3M |
| TWINBEECH CAPITAL LP | 2,539 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | +220,548 | +96731.6% | 220,776 |
| FMR LLC | +210,282 | +14.5% | 1,659,799 |
| PRICE T ROWE ASSOCIATES INC /MD | +163,502 | +101.4% | 324,671 |
| Amundi | +156,069 | +114.1% | 292,904 |
| DZ BANK AG Deutsche Zentral Genosse | +122,961 | +144.7% | 207,953 |
| AMERICAN CENTURY COMPANIES INC | +111,755 | +218.6% | 162,875 |
| Arax Advisory Partners | +91,127 | +16659.4% | 91,674 |
| WELLINGTON MANAGEMENT GROUP LLP | +85,821 | +447.6% | 104,995 |
| FEDERATED HERMES, INC. | +74,455 | +27.9% | 341,485 |
| Allianz Asset Management GmbH | +68,522 | +57.4% | 187,971 |
| STATE STREET CORP | +65,260 | +4.4% | 1,537,139 |
| UBS AM, a distinct business unit of | +55,938 | +38.3% | 201,945 |
| Invesco Ltd. | +51,734 | +8.5% | 658,314 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +48,602 | +50.5% | 144,823 |
| Legal & General Group Plc | +48,091 | +31.3% | 201,870 |
| Bank Julius Baer & Co. Ltd, Zurich | +47,716 | +1001.0% | 52,483 |
| WELLS FARGO & COMPANY/MN | +44,407 | +75.7% | 103,077 |
| CITIGROUP INC | +43,978 | +147.6% | 73,764 |
| Caisse de depot et placement du Que | +43,147 | +54.0% | 123,032 |
| PANAGORA ASSET MANAGEMENT INC | +41,736 | +107.7% | 80,479 |