FIX US Equity

COMFORT SYSTEMS USA INC

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Industrials · Electrical Work · CIK 1035983 · FYE 1231

$1,519.96

-106.36 (-6.54%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding FIX · 2026-Q1 methodology → sources →

1,190 holders

% of shares outstanding held

96.8%

Shares held (13F)

34,064,359

Reporting holders

1,190

Top holders

largest 100 of 1,190 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,512,9273.5M	$4.8B	9.98%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	2,285,9492.3M	$3.2B	6.50%	NEW†
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,881,1841.9M	$2.6B	5.35%	NEW†
4	STATE STREET CORP	1,471,8791.5M	$2.0B	4.18%	ADD 3%
5	FMR LLC	1,449,5171.4M	$2.0B	4.12%	TRIM -13%
6	GEODE CAPITAL MANAGEMENT, LLC	1,238,6191.2M	$1.7B	3.52%	ADD 4%
7	AQR CAPITAL MANAGEMENT LLC	1,116,2301.1M	$1.5B	3.17%	ADD 9%
8	Capital World Investors	865,780865,780	$1.2B	2.46%	TRIM -47%
9	JPMORGAN CHASE & CO	889,891889,891	$1.1B	2.53%	ADD 26%
10	WESTFIELD CAPITAL MANAGEMENT CO LP	620,915620,915	$856M	1.76%	TRIM -7%
11	Invesco Ltd.	606,580606,580	$836M	1.72%	TRIM -7%
12	MORGAN STANLEY	460,135460,135	$635M	1.31%	ADD 7%
13	FIRST TRUST ADVISORS LP	415,886415,886	$574M	1.18%	TRIM -14%
14	Capital International Investors	391,831391,831	$540M	1.11%	ADD 245%
15	NORTHERN TRUST CORP	329,098329,098	$454M	0.94%	ADD 3%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	287,735287,735	$397M	0.82%	—
17	DIMENSIONAL FUND ADVISORS LP	279,947279,947	$386M	0.80%	ADD 5%
18	FEDERATED HERMES, INC.	267,030267,030	$368M	0.76%	TRIM -16%
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	252,979252,979	$349M	0.72%	ADD 13%
20	Hood River Capital Management LLC	249,385249,385	$344M	0.71%	—
21	GOLDMAN SACHS GROUP INC	244,047244,047	$337M	0.69%	ADD 23%
22	FULLER & THALER ASSET MANAGEMENT, INC.	242,196242,196	$334M	0.69%	TRIM -58%
23	DEUTSCHE BANK AG\	240,791240,791	$332M	0.68%	TRIM -23%
24	LORD, ABBETT & CO. LLC	237,647237,647	$328M	0.68%	TRIM -12%
25	BAILLIE GIFFORD & CO	225,118225,118	$310M	0.64%	TRIM -18%
26	Point72 Asset Management, L.P.	219,232219,232	$302M	0.62%	ADD 49%
27	Bank of New York Mellon Corp	218,195218,195	$301M	0.62%	TRIM -4%
28	Value Aligned Research Advisors, LLC	213,637213,637	$295M	0.61%	ADD 45%
29	Castle Hook Partners LP	208,906208,906	$288M	0.59%	TRIM -22%
30	Artisan Partners Limited Partnership	208,177208,177	$287M	0.59%	TRIM -4%
31	FRANKLIN RESOURCES INC	203,388203,388	$280M	0.58%	ADD 13%
32	VANGUARD FIDUCIARY TRUST CO	202,952202,952	$280M	0.58%	NEW
33	UBS Group AG	190,544190,544	$263M	0.54%	ADD 24%
34	Nuveen, LLC	188,471188,471	$260M	0.54%	ADD 6%
35	PRICE T ROWE ASSOCIATES INC /MD/	161,169161,169	$222M	0.46%	TRIM -9%
36	Clearbridge Investments, LLC	159,961159,961	$221M	0.45%	TRIM -20%
37	Legal & General Group Plc	153,779153,779	$212M	0.44%	ADD 26%
38	Capital Research Global Investors	153,639153,639	$212M	0.44%	ADD 32%
39	SG Americas Securities, LLC	153,458153,458	$212M	0.44%	ADD 25%
40	AMERIPRISE FINANCIAL INC	147,298147,298	$203M	0.42%	ADD 27%
41	ROYAL BANK OF CANADA	146,195146,195	$202M	0.42%	ADD 25%
42	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	146,007146,007	$201M	0.41%	ADD 9%
43	ROYAL LONDON ASSET MANAGEMENT LTD	138,256138,256	$191M	0.39%	TRIM -29%
44	Amundi	136,835136,835	$189M	0.39%	ADD 21%
45	Evercore Wealth Management, LLC	134,308134,308	$185M	0.38%	TRIM -13%
46	RAYMOND JAMES FINANCIAL INC	135,009135,009	$181M	0.38%	ADD 56%
47	Allspring Global Investments Holdings, LLC	124,989124,989	$179M	0.36%	ADD 91%
48	BANK OF AMERICA CORP /DE/	129,056129,056	$178M	0.37%	TRIM -17%
49	VOYA INVESTMENT MANAGEMENT LLC	121,608121,608	$167M	0.35%	TRIM -32%
50	Allianz Asset Management GmbH	119,449119,449	$165M	0.34%	ADD 31%
51	JANUS HENDERSON GROUP PLC	115,378115,378	$159M	0.33%	ADD 17%
52	Zurcher Kantonalbank (Zurich Cantonalbank)	114,241114,241	$158M	0.32%	TRIM -20%
53	AMF Tjanstepension AB	109,590109,590	$151M	0.31%	TRIM -60%
54	WCM INVESTMENT MANAGEMENT, LLC	116,698116,698	$149M	0.33%	ADD 25%
55	Swiss National Bank	103,480103,480	$143M	0.29%	ADD 7%
56	MILLENNIUM MANAGEMENT LLC	103,313103,313	$142M	0.29%	ADD 66%
57	BARCLAYS PLC	102,970102,970	$142M	0.29%	ADD 52%
58	PRINCIPAL FINANCIAL GROUP INC	102,149102,149	$141M	0.29%	—
59	ALLIANCEBERNSTEIN L.P.	148,961148,961	$139M	0.42%	TRIM -19%
60	Russell Investments Group, Ltd.	99,88799,887	$138M	0.28%	—
61	JACOBS LEVY EQUITY MANAGEMENT, INC	96,22196,221	$133M	0.27%	TRIM -64%
62	GW&K Investment Management, LLC	95,67495,674	$132M	0.27%	TRIM -14%
63	Temasek Holdings (Private) Ltd	94,35694,356	$130M	0.27%	ADD 80%
64	IEQ CAPITAL, LLC	89,86589,865	$124M	0.26%	ADD 8%
65	Bridgewater Associates, LP	86,46286,462	$119M	0.25%	ADD 27%
66	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	84,99284,992	$117M	0.24%	ADD 29%
67	KBC Group NV	84,39284,392	$116M	0.24%	TRIM -8%
68	Sumitomo Mitsui Trust Group, Inc.	82,17382,173	$113M	0.23%	ADD 10%
69	Caisse de depot et placement du Quebec	79,88579,885	$110M	0.23%	TRIM -24%
70	Mitsubishi UFJ Asset Management Co., Ltd.	79,58179,581	$110M	0.23%	ADD 8%
71	ENVESTNET ASSET MANAGEMENT INC	78,35278,352	$108M	0.22%	ADD 18%
72	California Public Employees Retirement System	78,11378,113	$108M	0.22%	ADD 18%
73	Vanguard Global Advisers, LLC	77,86677,866	$107M	0.22%	NEW
74	Fiera Capital Corp	76,89276,892	$106M	0.22%	—
75	TimesSquare Capital Management, LLC	73,96873,968	$102M	0.21%	ADD 44%
76	National Pension Service	71,71771,717	$99M	0.20%	ADD 52%
77	SEI INVESTMENTS CO	70,74670,746	$98M	0.20%	ADD 31%
78	HSBC HOLDINGS PLC	68,15268,152	$94M	0.19%	TRIM -43%
79	D. E. Shaw & Co., Inc.	67,77967,779	$93M	0.19%	TRIM -20%
80	Squarepoint Ops LLC	66,71666,716	$92M	0.19%	—
81	LAZARD ASSET MANAGEMENT LLC	66,71066,710	$92M	0.19%	ADD 13%
82	RHUMBLINE ADVISERS	66,59766,597	$92M	0.19%	—
83	STOREBRAND ASSET MANAGEMENT AS	64,51364,513	$89M	0.18%	ADD 6%
84	VICTORY CAPITAL MANAGEMENT INC	64,05864,058	$88M	0.18%	ADD 13%
85	VANGUARD ASSET MANAGEMENT, Ltd	60,20660,206	$83M	0.17%	NEW
86	Smith Group Asset Management, LLC	59,56859,568	$82M	0.17%	TRIM -8%
87	WELLS FARGO & COMPANY/MN	58,67058,670	$81M	0.17%	—
88	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	57,99357,993	$80M	0.16%	ADD 42%
89	Man Group plc	57,84757,847	$80M	0.16%	ADD 74%
90	RENAISSANCE TECHNOLOGIES LLC	56,66056,660	$78M	0.16%	ADD 5%
91	CONGRESS ASSET MANAGEMENT CO	55,19255,192	$76M	0.16%	TRIM -33%
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54,27654,276	$75M	0.15%	TRIM -2%
93	AMERICAN CENTURY COMPANIES INC	51,12051,120	$70M	0.15%	TRIM -55%
94	BNP PARIBAS FINANCIAL MARKETS	50,28450,284	$69M	0.14%	TRIM -12%
95	LPL Financial LLC	49,66049,660	$68M	0.14%	TRIM -7%
96	Gotham Asset Management, LLC	48,82148,821	$67M	0.14%	TRIM -10%
97	AustralianSuper Pty Ltd	47,49147,491	$65M	0.13%	ADD 272%
98	Polar Capital Holdings Plc	46,50546,505	$64M	0.13%	ADD 84%
99	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	45,96045,960	$63M	0.13%	—
100	SCHRODER INVESTMENT MANAGEMENT GROUP	45,83345,833	$63M	0.13%	TRIM -31%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.9M

4.0M

3.9M

4.0M

3.4M

3.5M

$4.8B

VANGUARD CAPITAL MANAGEMENT LLC

—

2.3M

$3.2B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.9M

$2.6B

STATE STREET CORP

1.1M

1.4M

1.5M

$2.0B

FMR LLC

1.7M

1.4M

1.6M

1.9M

1.7M

1.4M

$2.0B

GEODE CAPITAL MANAGEMENT, LLC

770K

819K

822K

853K

1.2M

$1.7B

AQR CAPITAL MANAGEMENT LLC

257K

530K

782K

836K

1.0M

1.1M

$1.5B

Capital World Investors

2.1M

2.3M

2.2M

1.8M

1.6M

866K

$1.2B

JPMORGAN CHASE & CO

381K

519K

537K

1.5M

707K

890K

$1.1B

WESTFIELD CAPITAL MANAGEMENT CO LP

885K

890K

936K

833K

669K

621K

$856M

Invesco Ltd.

1.4M

1.0M

991K

1.1M

653K

607K

$836M

MORGAN STANLEY

329K

374K

332K

346K

432K

460K

$635M

FIRST TRUST ADVISORS LP

464K

496K

395K

513K

482K

416K

$574M

Capital International Investors

255K

220K

207K

140K

114K

392K

$540M

NORTHERN TRUST CORP

315K

318K

336K

309K

319K

329K

$454M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,190	34,064,359	96.8%	$44.5B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · FIX

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

8.3%

QII

2025-12-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

7.49%

QII

2026-03-31

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

5.37%

QII

2026-03-31

SEC →

Capital World Investors

4.7%

QII

2025-12-31

SEC →

FMR LLC

4.1%

QII

Institutional ownership· 13F filers holding FIX · 2026-Q1 methodology → sources →

1,190 holders

% of shares outstanding held

96.8%

Shares held (13F)

34,064,359

Reporting holders

1,190

Top holders

largest 100 of 1,190 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,512,9273.5M	$4.8B	9.98%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	2,285,9492.3M	$3.2B	6.50%	NEW†
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,881,1841.9M	$2.6B	5.35%	NEW†
4	STATE STREET CORP	1,471,8791.5M	$2.0B	4.18%	ADD 3%
5	FMR LLC	1,449,5171.4M	$2.0B	4.12%	TRIM -13%
6	GEODE CAPITAL MANAGEMENT, LLC	1,238,6191.2M	$1.7B	3.52%	ADD 4%
7	AQR CAPITAL MANAGEMENT LLC	1,116,2301.1M	$1.5B	3.17%	ADD 9%
8	Capital World Investors	865,780865,780	$1.2B	2.46%	TRIM -47%
9	JPMORGAN CHASE & CO	889,891889,891	$1.1B	2.53%	ADD 26%
10	WESTFIELD CAPITAL MANAGEMENT CO LP	620,915620,915	$856M	1.76%	TRIM -7%
11	Invesco Ltd.	606,580606,580	$836M	1.72%	TRIM -7%
12	MORGAN STANLEY	460,135460,135	$635M	1.31%	ADD 7%
13	FIRST TRUST ADVISORS LP	415,886415,886	$574M	1.18%	TRIM -14%
14	Capital International Investors	391,831391,831	$540M	1.11%	ADD 245%
15	NORTHERN TRUST CORP	329,098329,098	$454M	0.94%	ADD 3%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	287,735287,735	$397M	0.82%	—
17	DIMENSIONAL FUND ADVISORS LP	279,947279,947	$386M	0.80%	ADD 5%
18	FEDERATED HERMES, INC.	267,030267,030	$368M	0.76%	TRIM -16%
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	252,979252,979	$349M	0.72%	ADD 13%
20	Hood River Capital Management LLC	249,385249,385	$344M	0.71%	—
21	GOLDMAN SACHS GROUP INC	244,047244,047	$337M	0.69%	ADD 23%
22	FULLER & THALER ASSET MANAGEMENT, INC.	242,196242,196	$334M	0.69%	TRIM -58%
23	DEUTSCHE BANK AG\	240,791240,791	$332M	0.68%	TRIM -23%
24	LORD, ABBETT & CO. LLC	237,647237,647	$328M	0.68%	TRIM -12%
25	BAILLIE GIFFORD & CO	225,118225,118	$310M	0.64%	TRIM -18%
26	Point72 Asset Management, L.P.	219,232219,232	$302M	0.62%	ADD 49%
27	Bank of New York Mellon Corp	218,195218,195	$301M	0.62%	TRIM -4%
28	Value Aligned Research Advisors, LLC	213,637213,637	$295M	0.61%	ADD 45%
29	Castle Hook Partners LP	208,906208,906	$288M	0.59%	TRIM -22%
30	Artisan Partners Limited Partnership	208,177208,177	$287M	0.59%	TRIM -4%
31	FRANKLIN RESOURCES INC	203,388203,388	$280M	0.58%	ADD 13%
32	VANGUARD FIDUCIARY TRUST CO	202,952202,952	$280M	0.58%	NEW
33	UBS Group AG	190,544190,544	$263M	0.54%	ADD 24%
34	Nuveen, LLC	188,471188,471	$260M	0.54%	ADD 6%
35	PRICE T ROWE ASSOCIATES INC /MD/	161,169161,169	$222M	0.46%	TRIM -9%
36	Clearbridge Investments, LLC	159,961159,961	$221M	0.45%	TRIM -20%
37	Legal & General Group Plc	153,779153,779	$212M	0.44%	ADD 26%
38	Capital Research Global Investors	153,639153,639	$212M	0.44%	ADD 32%
39	SG Americas Securities, LLC	153,458153,458	$212M	0.44%	ADD 25%
40	AMERIPRISE FINANCIAL INC	147,298147,298	$203M	0.42%	ADD 27%
41	ROYAL BANK OF CANADA	146,195146,195	$202M	0.42%	ADD 25%
42	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	146,007146,007	$201M	0.41%	ADD 9%
43	ROYAL LONDON ASSET MANAGEMENT LTD	138,256138,256	$191M	0.39%	TRIM -29%
44	Amundi	136,835136,835	$189M	0.39%	ADD 21%
45	Evercore Wealth Management, LLC	134,308134,308	$185M	0.38%	TRIM -13%
46	RAYMOND JAMES FINANCIAL INC	135,009135,009	$181M	0.38%	ADD 56%
47	Allspring Global Investments Holdings, LLC	124,989124,989	$179M	0.36%	ADD 91%
48	BANK OF AMERICA CORP /DE/	129,056129,056	$178M	0.37%	TRIM -17%
49	VOYA INVESTMENT MANAGEMENT LLC	121,608121,608	$167M	0.35%	TRIM -32%
50	Allianz Asset Management GmbH	119,449119,449	$165M	0.34%	ADD 31%
51	JANUS HENDERSON GROUP PLC	115,378115,378	$159M	0.33%	ADD 17%
52	Zurcher Kantonalbank (Zurich Cantonalbank)	114,241114,241	$158M	0.32%	TRIM -20%
53	AMF Tjanstepension AB	109,590109,590	$151M	0.31%	TRIM -60%
54	WCM INVESTMENT MANAGEMENT, LLC	116,698116,698	$149M	0.33%	ADD 25%
55	Swiss National Bank	103,480103,480	$143M	0.29%	ADD 7%
56	MILLENNIUM MANAGEMENT LLC	103,313103,313	$142M	0.29%	ADD 66%
57	BARCLAYS PLC	102,970102,970	$142M	0.29%	ADD 52%
58	PRINCIPAL FINANCIAL GROUP INC	102,149102,149	$141M	0.29%	—
59	ALLIANCEBERNSTEIN L.P.	148,961148,961	$139M	0.42%	TRIM -19%
60	Russell Investments Group, Ltd.	99,88799,887	$138M	0.28%	—
61	JACOBS LEVY EQUITY MANAGEMENT, INC	96,22196,221	$133M	0.27%	TRIM -64%
62	GW&K Investment Management, LLC	95,67495,674	$132M	0.27%	TRIM -14%
63	Temasek Holdings (Private) Ltd	94,35694,356	$130M	0.27%	ADD 80%
64	IEQ CAPITAL, LLC	89,86589,865	$124M	0.26%	ADD 8%
65	Bridgewater Associates, LP	86,46286,462	$119M	0.25%	ADD 27%
66	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	84,99284,992	$117M	0.24%	ADD 29%
67	KBC Group NV	84,39284,392	$116M	0.24%	TRIM -8%
68	Sumitomo Mitsui Trust Group, Inc.	82,17382,173	$113M	0.23%	ADD 10%
69	Caisse de depot et placement du Quebec	79,88579,885	$110M	0.23%	TRIM -24%
70	Mitsubishi UFJ Asset Management Co., Ltd.	79,58179,581	$110M	0.23%	ADD 8%
71	ENVESTNET ASSET MANAGEMENT INC	78,35278,352	$108M	0.22%	ADD 18%
72	California Public Employees Retirement System	78,11378,113	$108M	0.22%	ADD 18%
73	Vanguard Global Advisers, LLC	77,86677,866	$107M	0.22%	NEW
74	Fiera Capital Corp	76,89276,892	$106M	0.22%	—
75	TimesSquare Capital Management, LLC	73,96873,968	$102M	0.21%	ADD 44%
76	National Pension Service	71,71771,717	$99M	0.20%	ADD 52%
77	SEI INVESTMENTS CO	70,74670,746	$98M	0.20%	ADD 31%
78	HSBC HOLDINGS PLC	68,15268,152	$94M	0.19%	TRIM -43%
79	D. E. Shaw & Co., Inc.	67,77967,779	$93M	0.19%	TRIM -20%
80	Squarepoint Ops LLC	66,71666,716	$92M	0.19%	—
81	LAZARD ASSET MANAGEMENT LLC	66,71066,710	$92M	0.19%	ADD 13%
82	RHUMBLINE ADVISERS	66,59766,597	$92M	0.19%	—
83	STOREBRAND ASSET MANAGEMENT AS	64,51364,513	$89M	0.18%	ADD 6%
84	VICTORY CAPITAL MANAGEMENT INC	64,05864,058	$88M	0.18%	ADD 13%
85	VANGUARD ASSET MANAGEMENT, Ltd	60,20660,206	$83M	0.17%	NEW
86	Smith Group Asset Management, LLC	59,56859,568	$82M	0.17%	TRIM -8%
87	WELLS FARGO & COMPANY/MN	58,67058,670	$81M	0.17%	—
88	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	57,99357,993	$80M	0.16%	ADD 42%
89	Man Group plc	57,84757,847	$80M	0.16%	ADD 74%
90	RENAISSANCE TECHNOLOGIES LLC	56,66056,660	$78M	0.16%	ADD 5%
91	CONGRESS ASSET MANAGEMENT CO	55,19255,192	$76M	0.16%	TRIM -33%
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54,27654,276	$75M	0.15%	TRIM -2%
93	AMERICAN CENTURY COMPANIES INC	51,12051,120	$70M	0.15%	TRIM -55%
94	BNP PARIBAS FINANCIAL MARKETS	50,28450,284	$69M	0.14%	TRIM -12%
95	LPL Financial LLC	49,66049,660	$68M	0.14%	TRIM -7%
96	Gotham Asset Management, LLC	48,82148,821	$67M	0.14%	TRIM -10%
97	AustralianSuper Pty Ltd	47,49147,491	$65M	0.13%	ADD 272%
98	Polar Capital Holdings Plc	46,50546,505	$64M	0.13%	ADD 84%
99	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	45,96045,960	$63M	0.13%	—
100	SCHRODER INVESTMENT MANAGEMENT GROUP	45,83345,833	$63M	0.13%	TRIM -31%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

4.9M

4.0M

3.9M

4.0M

3.4M

3.5M

$4.8B

VANGUARD CAPITAL MANAGEMENT LLC

—

2.3M

$3.2B

VANGUARD PORTFOLIO MANAGEMENT LLC

—

1.9M

$2.6B

STATE STREET CORP

1.1M

1.4M

1.5M

$2.0B

FMR LLC

1.7M

1.4M

1.6M

1.9M

1.7M

1.4M

$2.0B

GEODE CAPITAL MANAGEMENT, LLC

770K

819K

822K

853K

1.2M

$1.7B

AQR CAPITAL MANAGEMENT LLC

257K

530K

782K

836K

1.0M

1.1M

$1.5B

Capital World Investors

2.1M

2.3M

2.2M

1.8M

1.6M

866K

$1.2B

JPMORGAN CHASE & CO

381K

519K

537K

1.5M

707K

890K

$1.1B

WESTFIELD CAPITAL MANAGEMENT CO LP

885K

890K

936K

833K

669K

621K

$856M

Invesco Ltd.

1.4M

1.0M

991K

1.1M

653K

607K

$836M

MORGAN STANLEY

329K

374K

332K

346K

432K

460K

$635M

FIRST TRUST ADVISORS LP

464K

496K

395K

513K

482K

416K

$574M

Capital International Investors

255K

220K

207K

140K

114K

392K

$540M

NORTHERN TRUST CORP

315K

318K

336K

309K

319K

329K

$454M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	1,190	34,064,359	96.8%	$44.5B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · FIX

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

8.3%

QII

2025-12-31

SEC →

VANGUARD CAPITAL MANAGEMENT LLC

7.49%

QII

2026-03-31

SEC →

VANGUARD PORTFOLIO MANAGEMENT LLC

5.37%

QII

2026-03-31

SEC →

Capital World Investors

4.7%

QII

2025-12-31

SEC →

FMR LLC

4.1%

QII

FIX US Equity☆

Institutional ownership· 13F filers holding FIX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · FIX

Institutional ownership· 13F filers holding FIX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · FIX

FIX US Equity