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 2025
Institutional positions in Compass, Inc. as of Dec 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
- 371
- +35 vs. Q3 2025
- Shares held
- 496.6M
- +49.2M (+11.0%) vs. Q3 2025
- Total value
- $5.25B
- +$1.66B (+46.1%) vs. Q3 2025
- New holders
- 86
- 122 more added
- Sold out
- 51
- 107 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $11 | 0.00% | −229−99.6% | Reduced |
| Sunbelt Securities, Inc. | 3 | $32 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $43 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 18 | $190 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 20 | $210 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $212 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $243 | 0.00% | +23 | New |
| SageView Advisory Group, LLC | 30 | $318 | 0.00% | +30 | New |
| Rossby Financial, LCC | 35 | $370 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 66 | $698 | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 72 | $762 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 75 | $793 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 75 | $793 | 0.00% | +75 | New |
| North Star Investment Management Corp. | 76 | $803 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $1.02K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 100 | $1.06K | 0.00% | +100 | New |
| Zions Bancorporation, National Association | 104 | $1.10K | 0.00% | +104 | New |
| Heritage Wealth Advisors | 115 | $1.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 144 | $1.52K | 0.00% | −60−29.4% | Reduced |
| Root Financial Partners, LLC | 145 | $1.53K | 0.00% | +16+12.4% | Added |
| Optima Capital LLC | 175 | $1.85K | 0.00% | +175 | New |
| Bare Financial Services, Inc | 188 | $1.99K | 0.00% | +92+95.8% | Added |
| Hughes Financial Services, LLC | 188 | $1.99K | 0.00% | +188 | New |
| Massmutual Trust Co FSB | 189 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $2.11K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 219 | $2.31K | 0.00% | +219 | New |
| Parkside Financial Bank & Trust | 254 | $2.69K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 256 | $2.71K | 0.00% | +141+122.6% | Added |
| Godfrey Financial Associates, Inc. | 278 | $2.94K | 0.00% | +278 | New |
| Capital Analysts, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $3.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 376 | $3.97K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $4.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 406 | $4.29K | 0.00% | +406 | New |
| IFP Advisors, Inc | 414 | $4.38K | 0.00% | −2−0.5% | Reduced |
| Basecamp Wealth Advisors LLC | 419 | $4.43K | 0.00% | +419 | New |
| Allworth Financial LP | 480 | $5.07K | 0.00% | +121+33.7% | Added |
| Signaturefd, LLC | 572 | $6.05K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 607 | $6.42K | 0.00% | −382−38.6% | Reduced |
| South State Corp. | 682 | $7.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 734 | $7.76K | 0.00% | +44+6.4% | Added |
| Bessemer Group Inc | 837 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,128 | $11.9K | 0.00% | −16,032−93.4% | Reduced |
| Valley National Advisers Inc | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,141 | $12.1K | 0.00% | +1,058+1,274.7% | Added |
| Private Wealth Management Group, LLC | 1,162 | $12.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,200 | $12.7K | 0.00% | +1,200 | New |
| EverSource Wealth Advisors, LLC | 1,250 | $13.2K | 0.00% | −112−8.2% | Reduced |
| Versant Capital Management, Inc | 1,300 | $13.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,350 | $14.3K | 0.00% | +1,350 | New |
| CIBC Private Wealth Group, LLC | 1,384 | $14.6K | 0.00% | +1,103+392.5% | Added |
| Jones Financial Companies LLLP | 1,465 | $15.5K | 0.00% | +379+34.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $19.7K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,884 | $19.9K | 0.00% | −1,339−41.5% | Reduced |
| Danske Bank A/S | 1,900 | $20.1K | 0.00% | +1,900 | New |
| Covestor Ltd | 2,075 | $22.0K | 0.01% | −235−10.2% | Reduced |
| Whipplewood Advisors, LLC | 2,280 | $24.1K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 2,295 | $24.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,457 | $26.0K | 0.00% | −682−21.7% | Reduced |
| Kemnay Advisory Services Inc. | 2,726 | $28.8K | 0.00% | +2,726 | New |
| Smartleaf Asset Management LLC | 2,879 | $30.5K | 0.00% | +609+26.8% | Added |
| Caitong International Asset Management Co., Ltd | 3,054 | $32.3K | 0.01% | +3,054 | New |
| Federated Hermes, Inc. | 3,173 | $33.5K | 0.00% | −1,941−38.0% | Reduced |
| Sterling Capital Management LLC | 3,206 | $33.9K | 0.00% | +2,074+183.2% | Added |
| ORG Partners LLC | 3,500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,543 | $37.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,597 | $38.0K | 0.00% | +1,994+124.4% | Added |
| Fortitude Family Office, LLC | 3,768 | $39.8K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 11,250 | $40.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,866 | $40.9K | 0.00% | −443−10.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,888 | $41.1K | 0.00% | +3,786+3,711.8% | Added |
| Los Angeles Capital Management LLC | 5,633 | $41.9K | 0.00% | +5,633 | New |
| Parallel Advisors, LLC | 4,228 | $44.7K | 0.00% | −356−7.8% | Reduced |
| MB, Levis & Associates, LLC | 4,300 | $45.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,332 | $45.8K | 0.00% | +4,030+1,334.4% | Added |
| Benson Wealth Management INC | 4,400 | $46.5K | 0.05% | +4,400 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,723 | $71.0K | 0.00% | −2,632,801−99.7% | Reduced |
| Equitec Proprietary Markets, LLC | 8,700 | $92.0K | 0.44% | −1,300−13.0% | Reduced |
| Comerica Bank | 9,242 | $97.7K | 0.00% | +5,759+165.3% | Added |
| Innealta Capital, LLC | 10,025 | $106.0K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,014 | $106.0K | 0.01% | +10,014 | New |
| New England Research & Management, Inc. | 10,030 | $106.0K | 0.05% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10,128 | $107.1K | 0.05% | +10,128 | New |
| Tower Research Capital LLC (TRC) | 10,473 | $110.7K | 0.00% | −3,724−26.2% | Reduced |
| GWM Advisors LLC | 11,166 | $118.0K | 0.00% | +11,166 | New |
| XML Financial, LLC | 11,185 | $118.2K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,828 | $125.0K | 0.00% | +100+0.9% | Added |
| CI Private Wealth, LLC | 11,911 | $126.9K | 0.00% | +11,911 | New |
| Gsa Capital Partners LLP | 12,141 | $128.0K | 0.01% | +12,141 | New |
| Amundi | 12,265 | $129.6K | 0.00% | +12,265 | New |
| Abel Hall, LLC | 12,475 | $131.9K | 0.03% | +12,475 | New |
| GWN Securities Inc. | 12,487 | $132.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 12,501 | $132.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12,538 | $132.5K | 0.00% | +12,538 | New |
| 111 Capital | 12,774 | $135.0K | 0.03% | −10,173−44.3% | Reduced |
| Mercer Global Advisors Inc | 13,162 | $139.1K | 0.00% | +2,300+21.2% | Added |
| Nisa Investment Advisors, LLC | 13,296 | $140.5K | 0.00% | −482−3.5% | Reduced |
| Nwam LLC | 10,464 | $142.1K | 0.01% | +10,464 | New |
| Verdad Advisers, LP | 13,630 | $144.1K | 0.16% | +13,630 | New |