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, Q2 2026
Institutional positions in Compass, Inc. as of Jun 30, 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
- 437
- +24 vs. Q1 2026
- Shares held
- 708.3M
- +48.2M (+7.3%) vs. Q1 2026
- Total value
- $8.72B
- +$3.88B (+80.2%) vs. Q1 2026
- New holders
- 85
- 160 more added
- Sold out
- 61
- 122 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $4.85B |
| Q4 2025 | 371 | $5.25B |
| Q3 2025 | 343 | $3.60B |
| Q2 2025 | 314 | $2.57B |
| Q1 2025 | 310 | $3.41B |
| Q4 2024 | 284 | $2.13B |
| Q3 2024 | 246 | $2.15B |
| Q2 2024 | 211 | $1.23B |
| Q1 2024 | 200 | $1.18B |
| Q4 2023 | 188 | $1.14B |
| Q3 2023 | 190 | $889.7M |
| Q2 2023 | 195 | $1.03B |
| Q1 2023 | 177 | $989.0M |
| Q4 2022 | 178 | $664.2M |
| Q3 2022 | 155 | $676.6M |
| Q2 2022 | 158 | $1.05B |
| Q1 2022 | 129 | $2.17B |
| Q4 2021 | 148 | $2.41B |
| Q3 2021 | 112 | $3.24B |
| Q2 2021 | 83 | $3.06B |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 2 | $25 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $37 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 5 | $63 | 0.00% | +5 | New |
| WPG Advisers, LLC | 7 | $86 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $86 | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 8 | $99 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $99 | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $99 | 0.00% | +8 | New |
| Assetmark, Inc | 10 | $123 | 0.00% | −15−60.0% | Reduced |
| HFM Investment Advisors, LLC | 18 | $222 | 0.00% | +14+350.0% | Added |
| Northwestern Mutual Wealth Management Co | 19 | $234 | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 22 | $271 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $285 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 28 | $345 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $407 | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $420 | 0.00% | +29+580.0% | Added |
| Rossby Financial, LCC | 35 | $432 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 40 | $493 | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 54 | $666 | 0.00% | −17−23.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 65 | $801 | 0.00% | +65 | New |
| Investors Portfolio Services LLC | 71 | $875 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 72 | $888 | 0.00% | −310−81.2% | Reduced |
| TD Private Client Wealth LLC | 75 | $925 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 76 | $937 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 78 | $962 | 0.00% | −50−39.1% | Reduced |
| Strengthening Families & Communities, LLC | 78 | $962 | 0.00% | +78 | New |
| Clearstead Advisors, LLC | 82 | $1.01K | 0.00% | +82 | New |
| JPL Wealth Management, LLC | 83 | $1.02K | 0.00% | +83 | New |
| Wealth Enhancement Trust Services, Inc. | 95 | $1.17K | 0.00% | +95 | New |
| Keating Financial Advisory Services, Inc. | 98 | $1.21K | 0.00% | +98 | New |
| Silver Grove Financial Group, Inc. | 100 | $1.23K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 115 | $1.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $1.50K | 0.00% | +50+69.4% | Added |
| Rialto Wealth Management, LLC | 140 | $1.73K | 0.00% | +140 | New |
| Sims Investment Management, LLC | 143 | $1.76K | 0.00% | +143 | New |
| Fortitude Family Office, LLC | 145 | $1.79K | 0.00% | +125+625.0% | Added |
| Bellevue Asset Management, LLC | 147 | $1.81K | 0.00% | +147 | New |
| Avion Wealth | 219 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 196 | $2.42K | 0.00% | +7+3.7% | Added |
| Action Point Financial Planning, LLC | 202 | $2.45K | 0.00% | +202 | New |
| Danske Bank A/S | 200 | $2.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $2.47K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 200 | $2.47K | 0.00% | +200 | New |
| IMA Wealth, Inc. | 205 | $2.53K | 0.00% | +90+78.3% | Added |
| SJS Investment Consulting Inc. | 242 | $2.98K | 0.00% | +177+272.3% | Added |
| Continuum Advisory, LLC | 273 | $3.37K | 0.00% | +273 | New |
| Godfrey Financial Associates, Inc. | 278 | $3.43K | 0.00% | −13−4.5% | Reduced |
| Quarry LP | 280 | $3.45K | 0.00% | +50+21.7% | Added |
| Perkins Coie Trust Co | 300 | $3.70K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 307 | $3.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 336 | $4.14K | 0.00% | +239+246.4% | Added |
| Umb Bank N A | 376 | $4.64K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $4.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 406 | $5.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 415 | $5.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 419 | $5.17K | 0.00% | −4−0.9% | Reduced |
| Global Retirement Partners, LLC | 437 | $5.39K | 0.00% | +437 | New |
| Parkside Financial Bank & Trust | 455 | $5.61K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 482 | $5.94K | 0.00% | +312+183.5% | Added |
| Meeder Asset Management Inc | 496 | $6.12K | 0.00% | +495+49,500.0% | Added |
| Financial Network Wealth Advisors LLC | 673 | $8.30K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 682 | $8.41K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 751 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,005 | $12.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,012 | $12.5K | 0.01% | −817−44.7% | Reduced |
| FNY Investment Advisers, LLC | 1,100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,078 | $13.3K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,153 | $14.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,162 | $14.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,169 | $14.4K | 0.00% | +639+120.6% | Added |
| Valley National Advisers Inc | 1,200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,257 | $15.5K | 0.00% | +408+48.1% | Added |
| City State Bank | 1,350 | $16.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,389 | $17.1K | 0.00% | +395+39.7% | Added |
| Farther Finance Advisors, LLC | 1,448 | $17.8K | 0.00% | +241+20.0% | Added |
| Rothschild Investment LLC | 1,549 | $19.1K | 0.00% | +689+80.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $23.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,900 | $23.4K | 0.00% | −600−24.0% | Reduced |
| N.E.W. Advisory Services LLC | 1,974 | $24.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,010 | $24.8K | 0.00% | −184−8.4% | Reduced |
| US Bancorp | 2,213 | $27.3K | 0.00% | −1,602−42.0% | Reduced |
| Whipplewood Advisors, LLC | 2,280 | $28.1K | 0.02% | −57−2.4% | Reduced |
| Bokf, NA | 2,295 | $28.3K | 0.00% | −225−8.9% | Reduced |
| Covestor Ltd | 2,403 | $30.0K | 0.02% | −158−6.2% | Reduced |
| TD Capital Management LLC | 2,454 | $30.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,517 | $31.0K | 0.00% | +1,673+198.2% | Added |
| Smartleaf Asset Management LLC | 2,590 | $31.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,718 | $33.5K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 2,954 | $36.4K | 0.00% | +2,954 | New |
| GAMMA Investing LLC | 3,425 | $42.2K | 0.00% | −65−1.9% | Reduced |
| Versant Capital Management, Inc | 3,721 | $45.9K | 0.00% | +1,300+53.7% | Added |
| Nomura Asset Management Co Ltd | 4,200 | $51.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,290 | $52.9K | 0.00% | −3,913−47.7% | Reduced |
| MB, Levis & Associates, LLC | 4,300 | $53.0K | 0.02% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4,400 | $54.3K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4,460 | $55.0K | 0.00% | +1,395+45.5% | Added |
| Parallel Advisors, LLC | 4,829 | $59.5K | 0.00% | −2,736−36.2% | Reduced |
| Kemnay Advisory Services Inc. | 4,921 | $60.7K | 0.01% | +218+4.6% | Added |
| Nykredit A/S | 6,280 | $77.4K | 0.00% | +6,280 | New |