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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 10,870 | $79.5K | 0.00% | +10,870 | New |
| Merit Financial Group, LLC | 11,082 | $81.0K | 0.00% | +11,082 | New |
| XML Financial, LLC | 11,185 | $81.8K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,235 | $82.1K | 0.01% | +11,235 | New |
| Fifth Third Bancorp | 11,250 | $82.2K | 0.00% | +11,250 | New |
| Guggenheim Capital LLC | 11,341 | $82.9K | 0.00% | +11,341 | New |
| Profund Advisors LLC | 11,486 | $84.0K | 0.00% | +11,486 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,560 | $84.5K | 0.00% | +4,837+71.9% | Added |
| Skopos Labs, Inc. | 11,719 | $85.7K | 0.00% | +11,719 | New |
| Pensionmark Financial Group, LLC | 11,864 | $86.7K | 0.00% | +36+0.3% | Added |
| GWN Securities Inc. | 12,487 | $91.3K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,654 | $92.5K | 0.00% | −154,678−92.4% | Reduced |
| AE Wealth Management LLC | 12,711 | $92.9K | 0.00% | +12,711 | New |
| Huntington National Bank | 12,754 | $93.2K | 0.00% | +253+2.0% | Added |
| Buckingham Strategic Partners | 13,922 | $101.8K | 0.00% | +13,922 | New |
| Arlington Trust Co LLC | 13,992 | $102.3K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 14,000 | $102.3K | 0.00% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 14,360 | $105.0K | 0.04% | +14,360 | New |
| Norden Group LLC | 14,402 | $105.3K | 0.01% | +14,402 | New |
| Abel Hall, LLC | 14,467 | $105.8K | 0.02% | +1,992+16.0% | Added |
| Berman McAleer LLC | 14,777 | $108.0K | 0.01% | +14,777 | New |
| Two Sigma Securities, LLC | 15,121 | $110.5K | 0.01% | +15,121 | New |
| Citizens Financial Group Inc | 15,711 | $114.8K | 0.00% | +223+1.4% | Added |
| Crown Wealth Group, LLC | 15,800 | $115.5K | 0.03% | 00.0% | Unchanged |
| Cache Advisors, LLC | 15,937 | $116.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,976 | $116.8K | 0.00% | +15,976 | New |
| Fieldview Capital Management, LLC | 17,011 | $124.3K | 0.04% | −19,709−53.7% | Reduced |
| SlateStone Wealth, LLC | 17,042 | $125.0K | 0.01% | +17,042 | New |
| Weaver Consulting Group | 17,180 | $125.6K | 0.03% | 00.0% | Unchanged |
| Verum Partners LLC | 17,236 | $126.0K | 0.02% | +1,801+11.7% | Added |
| Riverbend Wealth Management, LLC | 17,401 | $127.2K | 0.08% | +17,401 | New |
| Zacks Investment Management | 17,741 | $129.7K | 0.00% | +17,741 | New |
| Stifel Financial Corp | 17,754 | $129.8K | 0.00% | +1,744+10.9% | Added |
| O'Shaughnessy Asset Management, LLC | 17,865 | $130.6K | 0.00% | −11,265−38.7% | Reduced |
| M&T Bank Corp | 17,959 | $131.7K | 0.00% | +3,672+25.7% | Added |
| Angeles Wealth Management, LLC | 18,456 | $134.9K | 0.01% | +816+4.6% | Added |
| Fiduciary Trust Co | 18,480 | $135.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,644 | $136.0K | 0.00% | −6,732−26.5% | Reduced |
| Evanson Asset Management, LLC | 19,500 | $142.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 19,890 | $144.6K | 0.00% | +7,979+67.0% | Added |
| Amalgamated Bank | 20,183 | $148.0K | 0.00% | +4,761+30.9% | Added |
| VARCOV Co. | 21,011 | $153.6K | 0.06% | +21,011 | New |
| Wedmont Private Capital | 20,690 | $153.9K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 21,908 | $160.1K | 0.00% | +21,908 | New |
| Everence Capital Management Inc | 22,053 | $161.0K | 0.01% | +12,039+120.2% | Added |
| State of Wyoming | 22,563 | $164.9K | 0.02% | −9,027−28.6% | Reduced |
| 1620 Investment Advisors, Inc. | 22,965 | $167.9K | 0.11% | +1,740+8.2% | Added |
| Public Employees Retirement System of Ohio | 23,098 | $168.8K | 0.00% | +19,232+497.5% | Added |
| Foundations Investment Advisors, LLC | 23,246 | $169.9K | 0.00% | −1,098−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 23,876 | $174.5K | 0.00% | +10,580+79.6% | Added |
| Clare Market Investments LLC | 24,200 | $176.9K | 0.04% | +24,200 | New |
| EP Wealth Advisors, LLC | 24,828 | $181.5K | 0.00% | +3,080+14.2% | Added |
| Lesa Sroufe & Co | 25,089 | $183.0K | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,090 | $183.4K | 0.00% | +25,090 | New |
| Chicago Partners Investment Group LLC | 23,222 | $183.7K | 0.00% | +23,222 | New |
| Sanctuary Advisors, LLC | 25,647 | $187.5K | 0.00% | −151−0.6% | Reduced |
| IMC-Chicago, LLC | 27,444 | $200.6K | 0.00% | −197,365−87.8% | Reduced |
| Equitable Trust Co | 28,170 | $205.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 28,537 | $209.0K | 0.00% | −65,167−69.5% | Reduced |
| Optas, LLC | 28,613 | $209.2K | 0.03% | +28,613 | New |
| Crystal Cove Asset Management, LLC | 29,218 | $213.6K | 0.28% | +29,218 | New |
| CIBC Asset Management Inc | 29,502 | $215.7K | 0.00% | +9,990+51.2% | Added |
| Essex Financial Services, Inc. | 29,637 | $216.6K | 0.01% | +1,244+4.4% | Added |
| Freestone Grove Partners LP | 30,754 | $224.8K | 0.00% | +30,754 | New |
| Gotham Asset Management, LLC | 31,171 | $227.9K | 0.00% | −911−2.8% | Reduced |
| Landscape Capital Management, L.L.C. | 31,612 | $231.1K | 0.01% | −13,468−29.9% | Reduced |
| Birch Hill Investment Advisors LLC | 32,300 | $236.1K | 0.01% | +32,300 | New |
| DnB Asset Management AS | 32,966 | $241.0K | 0.00% | +32,966 | New |
| Pallas Capital Advisors LLC | 33,023 | $241.4K | 0.01% | +33,023 | New |
| Capital Fund Management S.A. | 33,346 | $243.8K | 0.00% | +7,992+31.5% | Added |
| State of Alaska, Department of Revenue | 33,933 | $248.0K | 0.00% | 00.0% | Unchanged |
| Storgate, LLC | 33,936 | $248.1K | 0.19% | +33,936 | New |
| Mercer Global Advisors Inc | 34,975 | $255.7K | 0.00% | +21,813+165.7% | Added |
| Americana Partners, LLC | 35,454 | $259.2K | 0.01% | +11,312+46.9% | Added |
| Alamea Verwaltungs GmbH | 35,467 | $259.3K | 0.19% | +8,619+32.1% | Added |
| Coastal Bridge Advisors, LLC | 37,420 | $273.5K | 0.02% | +14,184+61.0% | Added |
| Clear Harbor Asset Management, LLC | 38,934 | $284.6K | 0.02% | −4,350−10.0% | Reduced |
| Swiss Life Asset Management Ltd | 40,105 | $293.2K | 0.00% | +17,144+74.7% | Added |
| Tower Research Capital LLC (TRC) | 40,226 | $294.1K | 0.01% | +29,753+284.1% | Added |
| Eos Management, L.P. | 43,080 | $314.9K | 0.14% | +43,080 | New |
| Mirabella Financial Services LLP | 43,144 | $315.4K | 0.03% | +1,537+3.7% | Added |
| Blueshift Asset Management, LLC | 43,487 | $317.9K | 0.10% | +43,487 | New |
| Horizon Wealth Management, LLC | 43,512 | $318.1K | 0.05% | +43,512 | New |
| Integrated Wealth Concepts LLC | 43,693 | $319.4K | 0.00% | +43,693 | New |
| Cynosure Management, LLC | 45,158 | $330.1K | 0.04% | +45,158 | New |
| Wealthfront Advisers LLC | 45,559 | $333.0K | 0.00% | +601+1.3% | Added |
| Caitong International Asset Management Co., Ltd | 45,690 | $334.0K | 0.06% | +42,636+1,396.1% | Added |
| Abacus Wealth Partners, LLC | 45,807 | $334.8K | 0.03% | +24,343+113.4% | Added |
| Thrivent Financial for Lutherans | 47,882 | $350.0K | 0.00% | +29,384+158.8% | Added |
| Penserra Capital Management LLC | 48,732 | $356.0K | 0.00% | +25,506+109.8% | Added |
| Oppenheimer & Co Inc | 49,208 | $359.7K | 0.00% | −122−0.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 49,215 | $360.0K | 0.11% | −87−0.2% | Reduced |
| JustInvest LLC | 49,372 | $360.9K | 0.00% | +12,668+34.5% | Added |
| Planning Alternatives Ltd | 50,000 | $365.5K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 50,000 | $365.5K | 0.01% | +50,000 | New |
| WealthCare Investment Partners, LLC | 46,413 | $367.6K | 0.10% | +15,197+48.7% | Added |
| Amundi | 52,213 | $381.7K | 0.00% | +39,948+325.7% | Added |
| Ameritas Investment Partners, Inc. | 53,192 | $388.8K | 0.01% | +12,661+31.2% | Added |
| Teacher Retirement System of Texas | 54,077 | $395.3K | 0.00% | +8,968+19.9% | Added |
| Vise Technologies, Inc. | 39,786 | $420.5K | 0.01% | 00.0% | Unchanged |