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 |
|---|---|---|---|---|---|
| Intrepid Financial Planning Group LLC | 14,360 | $105.0K | 0.04% | +14,360 | New |
| GM Advisory Group, Inc. | 14,000 | $102.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13,992 | $102.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 13,922 | $101.8K | 0.00% | +13,922 | New |
| Huntington National Bank | 12,754 | $93.2K | 0.00% | +253+2.0% | Added |
| AE Wealth Management LLC | 12,711 | $92.9K | 0.00% | +12,711 | New |
| First Trust Advisors LP | 12,654 | $92.5K | 0.00% | −154,678−92.4% | Reduced |
| GWN Securities Inc. | 12,487 | $91.3K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,864 | $86.7K | 0.00% | +36+0.3% | Added |
| Skopos Labs, Inc. | 11,719 | $85.7K | 0.00% | +11,719 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,560 | $84.5K | 0.00% | +4,837+71.9% | Added |
| Profund Advisors LLC | 11,486 | $84.0K | 0.00% | +11,486 | New |
| Guggenheim Capital LLC | 11,341 | $82.9K | 0.00% | +11,341 | New |
| Fifth Third Bancorp | 11,250 | $82.2K | 0.00% | +11,250 | New |
| Inscription Capital, LLC | 11,235 | $82.1K | 0.01% | +11,235 | New |
| XML Financial, LLC | 11,185 | $81.8K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,082 | $81.0K | 0.00% | +11,082 | New |
| Commonwealth Equity Services, LLC | 10,870 | $79.5K | 0.00% | +10,870 | New |
| New England Research & Management, Inc. | 10,797 | $78.9K | 0.03% | +767+7.6% | Added |
| QRG Capital Management, Inc. | 10,518 | $76.9K | 0.00% | +10,518 | New |
| GWM Advisors LLC | 10,508 | $76.8K | 0.00% | −658−5.9% | Reduced |
| Eventide Asset Management, LLC | 10,956 | $75.0K | 0.00% | +10,956 | New |
| Federated Hermes, Inc. | 9,867 | $72.1K | 0.00% | +6,694+211.0% | Added |
| EverSource Wealth Advisors, LLC | 9,779 | $71.5K | 0.00% | +8,529+682.3% | Added |
| Rockefeller Capital Management L.P. | 9,378 | $68.6K | 0.00% | +8,237+721.9% | Added |
| Sterling Capital Management LLC | 8,203 | $60.0K | 0.00% | +4,997+155.9% | Added |
| The PNC Financial Services Group, Inc. | 8,144 | $59.5K | 0.00% | +4,256+109.5% | Added |
| Parallel Advisors, LLC | 7,565 | $55.3K | 0.00% | +3,337+78.9% | Added |
| Kemnay Advisory Services Inc. | 4,703 | $34.4K | 0.01% | +1,977+72.5% | Added |
| Benson Wealth Management INC | 4,400 | $32.2K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 4,300 | $31.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,200 | $30.7K | 0.00% | +4,200 | New |
| Allworth Financial LP | 3,856 | $28.2K | 0.00% | +3,376+703.3% | Added |
| US Bancorp | 3,815 | $27.9K | 0.00% | +3,208+528.5% | Added |
| Jones Financial Companies LLLP | 3,874 | $27.4K | 0.00% | +2,409+164.4% | Added |
| GAMMA Investing LLC | 3,490 | $25.5K | 0.00% | −107−3.0% | Reduced |
| Optiver Holding B.V. | 3,065 | $22.4K | 0.00% | +608+24.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,718 | $19.9K | 0.00% | −825−23.3% | Reduced |
| Bokf, NA | 2,520 | $18.4K | 0.00% | +225+9.8% | Added |
| AdvisorNet Financial, Inc | 2,500 | $18.3K | 0.00% | +1,300+108.3% | Added |
| Covestor Ltd | 2,561 | $18.0K | 0.01% | +486+23.4% | Added |
| TD Capital Management LLC | 2,454 | $17.9K | 0.00% | +2,454 | New |
| SRS Capital Advisors, Inc. | 2,381 | $17.8K | 0.00% | +1,253+111.1% | Added |
| Smartleaf Asset Management LLC | 2,590 | $17.7K | 0.00% | −289−10.0% | Reduced |
| Versant Capital Management, Inc | 2,421 | $17.7K | 0.00% | +1,121+86.2% | Added |
| Whipplewood Advisors, LLC | 2,337 | $17.1K | 0.01% | +57+2.5% | Added |
| SBI Securities Co., Ltd. | 2,194 | $16.0K | 0.00% | +310+16.5% | Added |
| N.E.W. Advisory Services LLC | 1,974 | $14.4K | 0.00% | +1,974 | New |
| Advisory Services Network, LLC | 1,969 | $14.4K | 0.00% | +1,969 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $13.7K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 1,829 | $13.4K | 0.00% | +1,685+1,170.1% | Added |
| City State Bank | 1,350 | $9.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,207 | $8.67K | 0.00% | +951+371.5% | Added |
| Private Wealth Management Group, LLC | 1,162 | $8.49K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,153 | $8.43K | 0.01% | +1,153 | 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 |
| Quent Capital, LLC | 1,078 | $7.88K | 0.00% | +1,078 | New |
| Investors Research Corp | 1,005 | $7.35K | 0.00% | +1,005 | New |
| True Wealth Design, LLC | 994 | $7.27K | 0.00% | +994 | New |
| Portus Wealth Advisors, LLC | 917 | $6.70K | 0.01% | +917 | New |
| Root Financial Partners, LLC | 866 | $6.33K | 0.00% | +721+497.2% | Added |
| Rothschild Investment LLC | 860 | $6.29K | 0.00% | +126+17.2% | Added |
| Signaturefd, LLC | 849 | $6.21K | 0.00% | +277+48.4% | Added |
| IFP Advisors, Inc | 844 | $6.17K | 0.00% | +430+103.9% | Added |
| United Financial Planning Group LLC | 809 | $5.91K | 0.00% | +809 | New |
| PEAK6 LLC | 724 | $5.29K | 0.00% | −48,746−98.5% | Reduced |
| Bessemer Group Inc | 751 | $5.00K | 0.00% | −86−10.3% | Reduced |
| South State Corp. | 682 | $4.99K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 673 | $4.92K | 0.01% | +673 | New |
| Basecamp Wealth Advisors LLC | 530 | $3.87K | 0.00% | +111+26.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 506 | $3.70K | 0.00% | +506 | New |
| Legacy Wealth Managment, LLC | 500 | $3.65K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 455 | $3.33K | 0.00% | +201+79.1% | Added |
| Hughes Financial Services, LLC | 423 | $3.09K | 0.00% | +235+125.0% | Added |
| J.Safra Asset Management Corp | 415 | $3.03K | 0.00% | +196+89.5% | Added |
| MV Capital Management, Inc. | 406 | $2.97K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $2.92K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 382 | $2.79K | 0.00% | +382 | New |
| Umb Bank N A | 376 | $2.75K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 291 | $2.27K | 0.00% | +13+4.7% | Added |
| Silicon Valley Capital Partners | 307 | $2.25K | 0.00% | +307 | New |
| Perkins Coie Trust Co | 300 | $2.19K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 230 | $1.68K | 0.00% | +230 | New |
| 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 |
| Massmutual Trust Co FSB | 189 | $1.38K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 170 | $1.24K | 0.00% | +170 | New |
| Quadrant Capital Group LLC | 166 | $1.21K | 0.00% | +166 | New |
| Avion Wealth | 219 | $1.00K | 0.00% | +219 | New |
| Bare Financial Services, Inc | 128 | $936 | 0.00% | −60−31.9% | Reduced |
| IMA Wealth, Inc. | 115 | $840 | 0.00% | +115 | New |
| Heritage Wealth Advisors | 115 | $837 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 110 | $805 | 0.00% | +110 | New |
| Copia Wealth Management | 101 | $738 | 0.00% | +101 | New |
| CVA Family Office, LLC | 97 | $709 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 83 | $607 | 0.00% | +80+2,666.7% | Added |
| Investors Portfolio Services LLC | 71 | $581 | 0.00% | +71 | New |