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, Q3 2025
Institutional positions in Compass, Inc. as of Sep 30, 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
- 343
- +33 vs. Q2 2025
- Shares held
- 447.5M
- +39.4M (+9.7%) vs. Q2 2025
- Total value
- $3.59B
- +$1.03B (+40.2%) vs. Q2 2025
- New holders
- 81
- 115 more added
- Sold out
- 48
- 88 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 122 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 4 | $32 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $46 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 19 | $144 | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $161 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 35 | $267 | 0.00% | +35 | New |
| Northwestern Mutual Wealth Management Co | 38 | $305 | 0.00% | +37+3,700.0% | Added |
| True Wealth Design, LLC | 54 | $434 | 0.00% | +54 | New |
| Rialto Wealth Management, LLC | 60 | $482 | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 72 | $579 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 75 | $602 | 0.00% | +75 | New |
| North Star Investment Management Corp. | 76 | $610 | 0.00% | +76 | New |
| Rockefeller Capital Management L.P. | 83 | $666 | 0.00% | +83 | New |
| Bare Financial Services, Inc | 96 | $771 | 0.00% | +96 | New |
| CVA Family Office, LLC | 97 | $779 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $802 | 0.00% | +100 | New |
| The PNC Financial Services Group, Inc. | 102 | $819 | 0.00% | −230−69.3% | Reduced |
| Heritage Wealth Advisors | 115 | $920 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 115 | $923 | 0.00% | +40+53.3% | Added |
| Bogart Wealth, LLC | 120 | $964 | 0.00% | +120 | New |
| Root Financial Partners, LLC | 129 | $1.04K | 0.00% | +129 | New |
| Principal Securities, Inc. | 138 | $1.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 145 | $1.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 189 | $1.52K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $1.61K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 201 | $1.61K | 0.00% | +201 | New |
| Essential Partners LLC | 204 | $1.64K | 0.00% | −759−78.8% | Reduced |
| Meeder Asset Management Inc | 230 | $1.85K | 0.00% | −7,859−97.2% | Reduced |
| Capital Analysts, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 254 | $2.04K | 0.00% | +84+49.4% | Added |
| CIBC Private Wealth Group, LLC | 281 | $2.26K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $2.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 302 | $2.42K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 359 | $2.88K | 0.00% | +242+206.8% | Added |
| Umb Bank N A | 376 | $3.02K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $3.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 416 | $3.34K | 0.00% | +38+10.1% | Added |
| Wealthspire Advisors, LLC | 450 | $3.61K | 0.00% | +450 | New |
| Signaturefd, LLC | 572 | $4.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 682 | $5.48K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 690 | $5.54K | 0.00% | −150−17.9% | Reduced |
| Rise Advisors, LLC | 837 | $6.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 837 | $7.00K | 0.00% | +562+204.4% | Added |
| GPS Wealth Strategies Group, LLC | 900 | $7.23K | 0.00% | +900 | New |
| Advisory Services Network, LLC | 910 | $7.31K | 0.00% | +910 | New |
| Point72 (DIFC) Ltd | 969 | $7.78K | 0.00% | −11,246−92.1% | Reduced |
| US Bancorp | 989 | $7.94K | 0.00% | −52,796−98.2% | Reduced |
| Jones Financial Companies LLLP | 1,086 | $8.63K | 0.00% | +1,086 | New |
| Valley National Advisers Inc | 1,200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,132 | $9.09K | 0.00% | +30+2.7% | Added |
| Private Wealth Management Group, LLC | 1,162 | $9.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,300 | $10.4K | 0.00% | +1,161+835.3% | Added |
| EverSource Wealth Advisors, LLC | 1,362 | $10.9K | 0.00% | +25+1.9% | Added |
| MAI Capital Management | 1,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,603 | $12.9K | 0.00% | +859+115.5% | Added |
| Matrix Trust Co | 1,816 | $15.0K | 0.00% | −393−17.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $15.0K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,280 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 2,295 | $18.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,270 | $18.7K | 0.00% | +1,384+156.2% | Added |
| Covestor Ltd | 2,310 | $19.0K | 0.01% | −838−26.6% | Reduced |
| Acadian Asset Management LLC | 2,660 | $21.0K | 0.00% | +2,660 | New |
| Optiver Holding B.V. | 3,139 | $25.2K | 0.00% | −320−9.3% | Reduced |
| SBI Securities Co., Ltd. | 3,223 | $25.9K | 0.00% | +1,038+47.5% | Added |
| Comerica Bank | 3,483 | $28.0K | 0.00% | +242+7.5% | Added |
| ORG Partners LLC | 3,500 | $28.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,543 | $28.4K | 0.00% | +3,543 | New |
| Fortitude Family Office, LLC | 3,768 | $30.3K | 0.01% | +3,738+12,460.0% | Added |
| MB, Levis & Associates, LLC | 4,300 | $34.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,309 | $34.6K | 0.00% | −422−8.9% | Reduced |
| Parallel Advisors, LLC | 4,584 | $36.8K | 0.00% | −149−3.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,960 | $39.8K | 0.01% | −22,095−81.7% | Reduced |
| Federated Hermes, Inc. | 5,114 | $41.1K | 0.00% | +2,089+69.1% | Added |
| Equitec Proprietary Markets, LLC | 10,000 | $80.3K | 0.48% | +10,000 | New |
| Innealta Capital, LLC | 10,025 | $80.5K | 0.04% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 10,030 | $80.5K | 0.04% | −3,495−25.8% | Reduced |
| GTS Securities LLC | 10,673 | $85.7K | 0.00% | +10,673 | New |
| Mercer Global Advisors Inc | 10,862 | $87.2K | 0.00% | +10,862 | New |
| Robeco Institutional Asset Management B.V. | 11,125 | $89.3K | 0.00% | −41,662−78.9% | Reduced |
| XML Financial, LLC | 11,185 | $89.8K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 11,250 | $91.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 11,461 | $92.0K | 0.00% | +11,461 | New |
| Pensionmark Financial Group, LLC | 11,728 | $94.2K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,113 | $97.0K | 0.00% | −136,251−91.8% | Reduced |
| Bryce Point Capital, LLC | 12,305 | $98.8K | 0.12% | −105,820−89.6% | Reduced |
| GWN Securities Inc. | 12,487 | $100.3K | 0.02% | +12,487 | New |
| Huntington National Bank | 12,501 | $100.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,970 | $104.2K | 0.00% | +12,970 | New |
| Amalgamated Bank | 13,015 | $105.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,778 | $110.6K | 0.00% | −3,100−18.4% | Reduced |
| GM Advisory Group, Inc. | 14,000 | $112.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,197 | $114.0K | 0.00% | −35,597−71.5% | Reduced |
| CIBC Asset Management Inc | 14,340 | $115.2K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,851 | $119.5K | 0.01% | −32,039−68.3% | Reduced |
| Moloney Securities Asset Management, LLC | 14,900 | $119.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 15,126 | $121.5K | 0.01% | +7,308+93.5% | Added |
| Verum Partners LLC | 15,327 | $123.1K | 0.03% | +60+0.4% | Added |
| Crown Wealth Group, LLC | 15,800 | $126.9K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 15,858 | $127.0K | 0.00% | 00.0% | Unchanged |