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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 837 | $6.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 690 | $5.54K | 0.00% | −150−17.9% | Reduced |
| South State Corp. | 682 | $5.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 572 | $4.59K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 450 | $3.61K | 0.00% | +450 | New |
| IFP Advisors, Inc | 416 | $3.34K | 0.00% | +38+10.1% | Added |
| Legacy Bridge, LLC | 400 | $3.21K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 376 | $3.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 359 | $2.88K | 0.00% | +242+206.8% | Added |
| Global Retirement Partners, LLC | 302 | $2.42K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $2.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 281 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 254 | $2.04K | 0.00% | +84+49.4% | Added |
| Capital Analysts, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 230 | $1.85K | 0.00% | −7,859−97.2% | Reduced |
| Essential Partners LLC | 204 | $1.64K | 0.00% | −759−78.8% | Reduced |
| Clearstead Advisors, LLC | 201 | $1.61K | 0.00% | +201 | New |
| TFC Financial Management | 200 | $1.61K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 189 | $1.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 145 | $1.16K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 138 | $1.11K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 129 | $1.04K | 0.00% | +129 | New |
| Bogart Wealth, LLC | 120 | $964 | 0.00% | +120 | New |
| Farther Finance Advisors, LLC | 115 | $923 | 0.00% | +40+53.3% | Added |
| Heritage Wealth Advisors | 115 | $920 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 102 | $819 | 0.00% | −230−69.3% | Reduced |
| Wolverine Asset Management LLC | 100 | $802 | 0.00% | +100 | New |
| CVA Family Office, LLC | 97 | $779 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 96 | $771 | 0.00% | +96 | New |
| Rockefeller Capital Management L.P. | 83 | $666 | 0.00% | +83 | New |
| North Star Investment Management Corp. | 76 | $610 | 0.00% | +76 | New |
| TD Private Client Wealth LLC | 75 | $602 | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 72 | $579 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 60 | $482 | 0.00% | +60 | New |
| True Wealth Design, LLC | 54 | $434 | 0.00% | +54 | New |
| Northwestern Mutual Wealth Management Co | 38 | $305 | 0.00% | +37+3,700.0% | Added |
| Rossby Financial, LCC | 35 | $267 | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 20 | $161 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 19 | $144 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $46 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $32 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 122 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| No Street GP LP | 0 | $0 | 0.00% | −3,375,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,349,932−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −620,777−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −480,500−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −445,716−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −362,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −266,120−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −240,037−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −231,277−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −229,560−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −147,683−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −148,175−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −116,712−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −102,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −100,598−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −91,208−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −90,307−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −67,927−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −57,215−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −36,506−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −35,383−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −35,994−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −35,150−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −26,646−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,359−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −18,932−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −16,116−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,694−100.0% | Sold out |
| Cherrydale Wealth Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −12,157−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −12,085−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Good Life Advisors, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |