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 2026
Institutional positions in Compass, Inc. as of Mar 31, 2026. 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
- 419
- +55 vs. Q4 2025
- Shares held
- 660.6M
- +238.4M (+56.5%) vs. Q4 2025
- Total value
- $4.83B
- +$363.2M (+8.1%) vs. Q4 2025
- New holders
- 118
- 178 more added
- Sold out
- 63
- 76 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wexford Capital LP | 29,670 | $0 | 0.00% | −70,330−70.3% | Reduced |
| Meeder Asset Management Inc | 1 | $7 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $29 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $37 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $51 | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 8 | $59 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 20 | $146 | 0.00% | −3,748−99.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 22 | $160 | 0.00% | +22 | New |
| Dunhill Financial, LLC | 23 | $169 | 0.00% | +3+15.0% | Added |
| Assetmark, Inc | 25 | $183 | 0.00% | +25 | New |
| Zions Bancorporation, National Association | 28 | $205 | 0.00% | −76−73.1% | Reduced |
| Rossby Financial, LCC | 35 | $251 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $476 | 0.00% | +45+225.0% | Added |
| Marquette Asset Management, LLC | 66 | $483 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 71 | $520 | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 72 | $527 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 75 | $548 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 76 | $556 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 71 | $581 | 0.00% | +71 | New |
| Sunbelt Securities, Inc. | 83 | $607 | 0.00% | +80+2,666.7% | Added |
| CVA Family Office, LLC | 97 | $709 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 101 | $738 | 0.00% | +101 | New |
| First Pacific Financial | 110 | $805 | 0.00% | +110 | New |
| Heritage Wealth Advisors | 115 | $837 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 115 | $840 | 0.00% | +115 | New |
| Bare Financial Services, Inc | 128 | $936 | 0.00% | −60−31.9% | Reduced |
| Avion Wealth | 219 | $1.00K | 0.00% | +219 | New |
| Quadrant Capital Group LLC | 166 | $1.21K | 0.00% | +166 | New |
| Pinnacle Wealth Planning Services, Inc. | 170 | $1.24K | 0.00% | +170 | New |
| Massmutual Trust Co FSB | 189 | $1.38K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 200 | $1.46K | 0.00% | −909,470−100.0% | Reduced |
| Danske Bank A/S | 200 | $1.46K | 0.00% | −1,700−89.5% | Reduced |
| TFC Financial Management | 200 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 230 | $1.68K | 0.00% | +230 | New |
| Capital Analysts, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $2.19K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 307 | $2.25K | 0.00% | +307 | New |
| Godfrey Financial Associates, Inc. | 291 | $2.27K | 0.00% | +13+4.7% | Added |
| Umb Bank N A | 376 | $2.75K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 382 | $2.79K | 0.00% | +382 | New |
| Legacy Bridge, LLC | 400 | $2.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 406 | $2.97K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 415 | $3.03K | 0.00% | +196+89.5% | Added |
| Hughes Financial Services, LLC | 423 | $3.09K | 0.00% | +235+125.0% | Added |
| Parkside Financial Bank & Trust | 455 | $3.33K | 0.00% | +201+79.1% | Added |
| Legacy Wealth Managment, LLC | 500 | $3.65K | 0.00% | +500 | New |
| Twin Peaks Wealth Advisors, LLC | 506 | $3.70K | 0.00% | +506 | New |
| Basecamp Wealth Advisors LLC | 530 | $3.87K | 0.00% | +111+26.5% | Added |
| Financial Network Wealth Advisors LLC | 673 | $4.92K | 0.01% | +673 | New |
| South State Corp. | 682 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 751 | $5.00K | 0.00% | −86−10.3% | Reduced |
| PEAK6 LLC | 724 | $5.29K | 0.00% | −48,746−98.5% | Reduced |
| United Financial Planning Group LLC | 809 | $5.91K | 0.00% | +809 | New |
| IFP Advisors, Inc | 844 | $6.17K | 0.00% | +430+103.9% | Added |
| Signaturefd, LLC | 849 | $6.21K | 0.00% | +277+48.4% | Added |
| Rothschild Investment LLC | 860 | $6.29K | 0.00% | +126+17.2% | Added |
| Root Financial Partners, LLC | 866 | $6.33K | 0.00% | +721+497.2% | Added |
| Portus Wealth Advisors, LLC | 917 | $6.70K | 0.01% | +917 | New |
| True Wealth Design, LLC | 994 | $7.27K | 0.00% | +994 | New |
| Investors Research Corp | 1,005 | $7.35K | 0.00% | +1,005 | New |
| Quent Capital, LLC | 1,078 | $7.88K | 0.00% | +1,078 | New |
| Valley National Advisers Inc | 1,200 | $8.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,100 | $8.00K | 0.00% | +1,100 | New |
| Redwood Park Advisors LLC | 1,153 | $8.43K | 0.01% | +1,153 | New |
| Private Wealth Management Group, LLC | 1,162 | $8.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,207 | $8.67K | 0.00% | +951+371.5% | Added |
| City State Bank | 1,350 | $9.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,829 | $13.4K | 0.00% | +1,685+1,170.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $13.7K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,969 | $14.4K | 0.00% | +1,969 | New |
| N.E.W. Advisory Services LLC | 1,974 | $14.4K | 0.00% | +1,974 | New |
| SBI Securities Co., Ltd. | 2,194 | $16.0K | 0.00% | +310+16.5% | Added |
| Whipplewood Advisors, LLC | 2,337 | $17.1K | 0.01% | +57+2.5% | Added |
| Versant Capital Management, Inc | 2,421 | $17.7K | 0.00% | +1,121+86.2% | Added |
| Smartleaf Asset Management LLC | 2,590 | $17.7K | 0.00% | −289−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,381 | $17.8K | 0.00% | +1,253+111.1% | Added |
| TD Capital Management LLC | 2,454 | $17.9K | 0.00% | +2,454 | New |
| Covestor Ltd | 2,561 | $18.0K | 0.01% | +486+23.4% | Added |
| AdvisorNet Financial, Inc | 2,500 | $18.3K | 0.00% | +1,300+108.3% | Added |
| Bokf, NA | 2,520 | $18.4K | 0.00% | +225+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,718 | $19.9K | 0.00% | −825−23.3% | Reduced |
| Optiver Holding B.V. | 3,065 | $22.4K | 0.00% | +608+24.7% | Added |
| GAMMA Investing LLC | 3,490 | $25.5K | 0.00% | −107−3.0% | Reduced |
| Jones Financial Companies LLLP | 3,874 | $27.4K | 0.00% | +2,409+164.4% | Added |
| US Bancorp | 3,815 | $27.9K | 0.00% | +3,208+528.5% | Added |
| Allworth Financial LP | 3,856 | $28.2K | 0.00% | +3,376+703.3% | Added |
| Nomura Asset Management Co Ltd | 4,200 | $30.7K | 0.00% | +4,200 | New |
| MB, Levis & Associates, LLC | 4,300 | $31.4K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4,400 | $32.2K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 4,703 | $34.4K | 0.01% | +1,977+72.5% | Added |
| Parallel Advisors, LLC | 7,565 | $55.3K | 0.00% | +3,337+78.9% | Added |
| The PNC Financial Services Group, Inc. | 8,144 | $59.5K | 0.00% | +4,256+109.5% | Added |
| Sterling Capital Management LLC | 8,203 | $60.0K | 0.00% | +4,997+155.9% | Added |
| Rockefeller Capital Management L.P. | 9,378 | $68.6K | 0.00% | +8,237+721.9% | Added |
| EverSource Wealth Advisors, LLC | 9,779 | $71.5K | 0.00% | +8,529+682.3% | Added |
| Federated Hermes, Inc. | 9,867 | $72.1K | 0.00% | +6,694+211.0% | Added |
| Eventide Asset Management, LLC | 10,956 | $75.0K | 0.00% | +10,956 | New |
| GWM Advisors LLC | 10,508 | $76.8K | 0.00% | −658−5.9% | Reduced |
| QRG Capital Management, Inc. | 10,518 | $76.9K | 0.00% | +10,518 | New |
| New England Research & Management, Inc. | 10,797 | $78.9K | 0.03% | +767+7.6% | Added |