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, Q1 2025
Institutional positions in Compass, Inc. as of Mar 31, 2025. 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
- 310
- +29 vs. Q4 2024
- Shares held
- 390.0M
- +31.0M (+8.6%) vs. Q4 2024
- Total value
- $3.40B
- +$1.30B (+62.0%) vs. Q4 2024
- New holders
- 65
- 133 more added
- Sold out
- 36
- 70 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Xponance, Inc. | 27,704 | $241.9K | 0.00% | +1,638+6.3% | Added |
| Foundations Investment Advisors, LLC | 25,976 | $226.8K | 0.00% | +25,976 | New |
| Twinbeech Capital LP | 25,171 | $219.7K | 0.00% | −5,419−17.7% | Reduced |
| Lesa Sroufe & Co | 25,089 | $219.0K | 0.22% | +25,089 | New |
| Moloney Securities Asset Management, LLC | 25,000 | $218.3K | 0.03% | −20,000−44.4% | Reduced |
| Sanctuary Advisors, LLC | 23,457 | $204.8K | 0.00% | −285−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 23,450 | $204.7K | 0.01% | +17,474+292.4% | Added |
| 1620 Investment Advisors, Inc. | 22,812 | $199.2K | 0.15% | −156−0.7% | Reduced |
| Corton Capital Inc. | 22,068 | $192.7K | 0.64% | −65−0.3% | Reduced |
| Franklin Resources Inc | 21,937 | $191.5K | 0.00% | +1,166+5.6% | Added |
| Baader Bank INC | 21,856 | $189.2K | 0.02% | +21,856 | New |
| Coastal Bridge Advisors, LLC | 21,162 | $184.7K | 0.03% | +21,162 | New |
| EP Wealth Advisors, LLC | 20,650 | $180.3K | 0.00% | +10,650+106.5% | Added |
| KBC Group NV | 20,494 | $179.0K | 0.00% | 00.0% | Unchanged |
| Integrity Financial Corp | 20,000 | $174.6K | 0.10% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 19,881 | $173.6K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 19,601 | $171.1K | 0.03% | +19,601 | New |
| Evanson Asset Management, LLC | 19,500 | $170.2K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 18,970 | $165.6K | 0.07% | +18,970 | New |
| Covestor Ltd | 18,765 | $164.0K | 0.11% | +18,733+58,540.6% | Added |
| Mariner, LLC | 17,877 | $156.1K | 0.00% | +3,693+26.0% | Added |
| Wedmont Private Capital | 20,690 | $155.4K | 0.01% | −14,280−40.8% | Reduced |
| Nisa Investment Advisors, LLC | 17,677 | $154.3K | 0.00% | +799+4.7% | Added |
| Stifel Financial Corp | 17,349 | $151.5K | 0.00% | +1,889+12.2% | Added |
| Aster Capital Management (DIFC) Ltd | 16,290 | $146.4K | 0.03% | +16,290 | New |
| Americana Partners, LLC | 16,658 | $145.4K | 0.01% | +16,658 | New |
| Optimize Financial Inc | 16,230 | $141.7K | 0.05% | +16,230 | New |
| Empowered Funds, LLC | 15,945 | $139.2K | 0.00% | +15,945 | New |
| Crown Wealth Group, LLC | 15,800 | $137.9K | 0.07% | +15,800 | New |
| Verum Partners LLC | 15,505 | $135.4K | 0.04% | +338+2.2% | Added |
| Berkshire Money Management, Inc. | 14,800 | $129.2K | 0.01% | −4,000−21.3% | Reduced |
| Quantinno Capital Management LP | 14,597 | $127.4K | 0.00% | +14,597 | New |
| Kovitz Investment Group Partners, LLC | 14,438 | $126.0K | 0.00% | +14,438 | New |
| CIBC Asset Management Inc | 14,340 | $125.2K | 0.00% | +171+1.2% | Added |
| GM Advisory Group, Inc. | 14,000 | $122.2K | 0.01% | +3,000+27.3% | Added |
| Pallas Capital Advisors LLC | 13,550 | $118.3K | 0.00% | +2,180+19.2% | Added |
| Commonwealth Equity Services, LLC | 13,394 | $117.0K | 0.00% | +1,334+11.1% | Added |
| Amalgamated Bank | 13,015 | $114.0K | 0.00% | +44+0.3% | Added |
| Cherrydale Wealth Management, LLC | 13,000 | $113.5K | 0.04% | −7,803−37.5% | Reduced |
| Brucke Financial, Inc. | 14,575 | $112.5K | 0.10% | +2,492+20.6% | Added |
| Plato Investment Management Ltd | 12,444 | $109.8K | 0.01% | −1,068−7.9% | Reduced |
| Huntington National Bank | 12,501 | $109.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,240 | $107.0K | 0.01% | +12,240 | New |
| Good Life Advisors, LLC | 11,774 | $102.8K | 0.01% | +11,774 | New |
| Allianz Asset Management GmbH | 11,368 | $99.2K | 0.00% | −12,499−52.4% | Reduced |
| Independent Advisor Alliance | 11,140 | $97.3K | 0.00% | +11,140 | New |
| Meeder Asset Management Inc | 8,227 | $71.8K | 0.00% | −133−1.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,334 | $55.0K | 0.00% | +6,334 | New |
| Public Employees Retirement System of Ohio | 5,377 | $46.9K | 0.00% | −774−12.6% | Reduced |
| Picton Mahoney Asset Management | 4,829 | $42.0K | 0.00% | +4,829 | New |
| MB, Levis & Associates, LLC | 4,300 | $37.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,602 | $31.4K | 0.00% | +2,452+213.2% | Added |
| Comerica Bank | 3,241 | $28.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,029 | $26.4K | 0.00% | −5,014−62.3% | Reduced |
| Optiver Holding B.V. | 2,744 | $24.0K | 0.00% | +1,196+77.3% | Added |
| NewSquare Capital LLC | 2,631 | $23.0K | 0.00% | +2,631 | New |
| Whipplewood Advisors, LLC | 2,348 | $21.4K | 0.01% | +2,348 | New |
| SBI Securities Co., Ltd. | 2,433 | $21.2K | 0.00% | +613+33.7% | Added |
| Bokf, NA | 2,295 | $20.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,178 | $19.0K | 0.00% | +1,606+280.8% | Added |
| Point72 (DIFC) Ltd | 2,174 | $19.0K | 0.00% | −8,620−79.9% | Reduced |
| ORG Partners LLC | 2,060 | $17.4K | 0.00% | +2,060 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $16.3K | 0.03% | +1,868 | New |
| Caitong International Asset Management Co., Ltd | 1,625 | $14.2K | 0.01% | +1,625 | New |
| MAI Capital Management | 1,500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,335 | $11.7K | 0.00% | −183−12.1% | Reduced |
| Coldstream Capital Management Inc | 1,173 | $10.2K | 0.00% | +1,173 | New |
| Private Wealth Management Group, LLC | 1,162 | $10.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $8.73K | 0.00% | +1,000 | New |
| Quest Partners LLC | 932 | $8.14K | 0.00% | +932 | New |
| Rise Advisors, LLC | 837 | $7.31K | 0.00% | +837 | New |
| SJS Investment Consulting Inc. | 811 | $7.08K | 0.00% | +475+141.4% | Added |
| Smartleaf Asset Management LLC | 742 | $6.77K | 0.00% | +657+772.9% | Added |
| EverSource Wealth Advisors, LLC | 720 | $6.29K | 0.00% | +497+222.9% | Added |
| South State Corp. | 682 | $5.95K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 631 | $5.51K | 0.00% | +24+4.0% | Added |
| Rothschild Investment LLC | 605 | $5.28K | 0.00% | +160+36.0% | Added |
| Lindbrook Capital, LLC | 526 | $4.59K | 0.00% | +134+34.2% | Added |
| Logan Capital Management Inc | 500 | $4.37K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 382 | $3.33K | 0.00% | +13+3.5% | Added |
| Umb Bank N A | 376 | $3.28K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 311 | $2.84K | 0.00% | +311 | New |
| Perkins Coie Trust Co | 300 | $2.62K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 265 | $2.31K | 0.00% | +220+488.9% | Added |
| CIBC Private Wealth Group, LLC | 281 | $2.14K | 0.00% | +281 | New |
| Hughes Financial Services, LLC | 231 | $2.01K | 0.00% | +231 | New |
| Bessemer Group Inc | 275 | $2.00K | 0.00% | −25−8.3% | Reduced |
| Massmutual Trust Co FSB | 189 | $1.65K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 175 | $1.53K | 0.00% | +153+695.5% | Added |
| Larson Financial Group LLC | 174 | $1.52K | 0.00% | −141−44.8% | Reduced |
| Parkside Financial Bank & Trust | 170 | $1.49K | 0.00% | +170 | New |
| Versant Capital Management, Inc | 131 | $1.14K | 0.00% | −42−24.3% | Reduced |
| SWAN Capital LLC | 120 | $1.05K | 0.00% | +120 | New |
| Stephens Consulting, LLC | 120 | $1.05K | 0.00% | +120 | New |
| Heritage Wealth Advisors | 115 | $1.00K | 0.00% | +115 | New |
| Sierra Ocean, LLC | 111 | $969 | 0.00% | +111 | New |
| Harbour Investments, Inc. | 100 | $873 | 0.00% | +100 | New |