Comfort Systems USA Inc (FIX) 13F Positioning & Ownership Changes (Q2 2026)

FIX ranks #288 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1353 institutions disclose a position in FIX, but none treat it as a major bet — even Westfield Capital Management Co LP, its most concentrated holder, allocates just 2.3% of its own portfolio to it.

BlackRock has added to its FIX position for two straight quarters, increasing it by $3.5B to reach $6.7B today.

Alliancebernstein L.p. has trimmed its FIX position for two straight quarters, cutting it by $114.3M while still holding $56.3M.

FIX is up 0.4% today, and institutions have been net buyers of $50.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

FIX posted net income of $1.4B over the trailing twelve months, and currently trades at a P/E of 38.5.

• Profitable — net income of $1.4B over the trailing twelve months
• Revenue grew 46.1% year over year
• Net income improved year over year, from $692.2M to $1.4B
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.21x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.63x equity — within a conventional range