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

FIX ranks #288 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1358 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.

Assenagon Asset Management S.A. has added to its FIX position for two straight quarters, increasing it by $66.2M to reach $87.1M today.

Congress Asset Management Co has trimmed its FIX position for two straight quarters, cutting it by $60.6M while still holding $15.5M.

FIX is down 2.8% today, but institutions show net buying of $50.9B this quarter — a divergence between today's price move and the underlying institutional flow.

FIX posted net income of $1.4B over the trailing twelve months, and currently trades at a P/E of 35.5.

• 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