Compass, Inc.
COMP- Exchange
- NYSE
- Industry
- Real Estate Agents & Managers (For Others)
- SEC CIK
- 0001563190
In the last 90 days, Compass, Inc. insiders filed 0 open-market purchases and 2 sales; 437 institutions reported holding it in 13F filings for Q2 2026, worth $8.72B in total; superinvestors D1 Capital Partners and Maverick Capital hold it.
13F holders, Q4 2023
Institutional positions in Compass, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 188
- 0 vs. Q3 2023
- Shares held
- 301.7M
- −4.10M (−1.3%) vs. Q3 2023
- Total value
- $1.13B
- +$245.1M (+27.6%) vs. Q3 2023
- New holders
- 32
- 68 more added
- Sold out
- 32
- 48 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 437 | $8.72B |
| Q1 2026 | 419 | $4.83B |
| Q4 2025 | 371 | $5.25B |
| Q3 2025 | 343 | $3.59B |
| Q2 2025 | 314 | $2.56B |
| Q1 2025 | 310 | $3.40B |
| Q4 2024 | 284 | $2.12B |
| Q3 2024 | 246 | $2.14B |
| Q2 2024 | 211 | $1.23B |
| Q1 2024 | 200 | $1.17B |
| Q4 2023 | 188 | $1.13B |
| Q3 2023 | 190 | $889.6M |
| Q2 2023 | 195 | $1.03B |
| Q1 2023 | 177 | $966.3M |
| Q4 2022 | 178 | $664.2M |
| Q3 2022 | 156 | $676.4M |
| Q2 2022 | 159 | $1.05B |
| Q1 2022 | 129 | $2.17B |
| Q4 2021 | 148 | $2.35B |
| Q3 2021 | 112 | $3.24B |
| Q2 2021 | 83 | $3.06B |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −46,891−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −35,839−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −30,323−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −22,976−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −21,999−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −17,651−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −17,473−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |