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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 7,007 | $79.9K | 0.00% | +3,133+80.9% | Added |
| Pensionmark Financial Group, LLC | 11,864 | $87.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,503 | $104.8K | 0.00% | −875−9.3% | Reduced |
| Allworth Financial LP | 8,938 | $110.2K | 0.00% | +5,082+131.8% | Added |
| EverSource Wealth Advisors, LLC | 9,799 | $120.8K | 0.00% | +20+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 10,340 | $123.3K | 0.00% | +10,340 | New |
| Evanson Financial, LLC | 10,000 | $123.3K | 0.01% | +10,000 | New |
| O'Shaughnessy Asset Management, LLC | 10,079 | $124.3K | 0.00% | −7,786−43.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,276 | $126.7K | 0.00% | −1,284−11.1% | Reduced |
| Commonwealth Financial Services, LLC | 10,338 | $127.5K | 0.02% | +10,338 | New |
| Oppenheimer Asset Management Inc. | 10,694 | $131.9K | 0.00% | +10,694 | New |
| New England Research & Management, Inc. | 10,797 | $133.1K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,931 | $135.0K | 0.00% | −57,294−84.0% | Reduced |
| Blueshift Asset Management, LLC | 11,132 | $137.3K | 0.03% | −32,355−74.4% | Reduced |
| American Century Companies Inc | 11,224 | $138.4K | 0.00% | −148,480−93.0% | Reduced |
| Commonwealth Equity Services, LLC | 11,355 | $140.0K | 0.00% | +485+4.5% | Added |
| Clare Market Investments LLC | 11,700 | $144.3K | 0.03% | −12,500−51.7% | Reduced |
| Wealthspire Advisors, LLC | 11,818 | $145.7K | 0.00% | +11,818 | New |
| Cannell Capital LLC | 12,057 | $148.7K | 0.10% | +12,057 | New |
| Abel Hall, LLC | 12,147 | $149.8K | 0.03% | −2,320−16.0% | Reduced |
| Fifth Third Bancorp | 12,193 | $150.3K | 0.00% | +943+8.4% | Added |
| Federated Hermes, Inc. | 12,319 | $151.9K | 0.00% | +2,452+24.9% | Added |
| QRG Capital Management, Inc. | 12,352 | $152.3K | 0.00% | +1,834+17.4% | Added |
| GWN Securities Inc. | 12,487 | $154.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 12,501 | $154.1K | 0.00% | −253−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 12,581 | $155.1K | 0.00% | +4,437+54.5% | Added |
| Guggenheim Capital LLC | 12,620 | $155.6K | 0.00% | +1,279+11.3% | Added |
| Abound Wealth Management | 12,768 | $157.4K | 0.03% | +12,768 | New |
| Norden Group LLC | 13,379 | $165.0K | 0.01% | −1,023−7.1% | Reduced |
| Modern Wealth Management, LLC | 13,581 | $167.5K | 0.00% | +13,581 | New |
| Arlington Trust Co LLC | 13,992 | $172.5K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 13,998 | $172.6K | 0.00% | −318,642−95.8% | Reduced |
| Public Employees Retirement System of Ohio | 14,038 | $173.1K | 0.00% | −9,060−39.2% | Reduced |
| Intrepid Financial Planning Group LLC | 14,360 | $177.1K | 0.06% | 00.0% | Unchanged |
| Titan Global Capital Management USA LLC | 14,470 | $178.4K | 0.02% | +14,470 | New |
| Profund Advisors LLC | 14,748 | $181.8K | 0.01% | +3,262+28.4% | Added |
| Berman McAleer LLC | 14,777 | $182.2K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 15,333 | $189.1K | 0.00% | −7,913−34.0% | Reduced |
| Crown Wealth Group, LLC | 15,800 | $194.8K | 0.05% | 00.0% | Unchanged |
| Cache Advisors, LLC | 15,937 | $196.5K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,102 | $198.5K | 0.00% | +126+0.8% | Added |
| Merit Financial Group, LLC | 16,384 | $202.0K | 0.00% | +5,302+47.8% | Added |
| Everence Capital Management Inc | 16,659 | $205.0K | 0.01% | −5,394−24.5% | Reduced |
| Weaver Consulting Group | 17,172 | $211.7K | 0.04% | −80.0% | Reduced |
| Citizens Financial Group Inc | 17,490 | $215.7K | 0.00% | +1,779+11.3% | Added |
| Stifel Financial Corp | 17,738 | $218.7K | 0.00% | −16−0.1% | Reduced |
| Zacks Investment Management | 17,783 | $219.3K | 0.00% | +42+0.2% | Added |
| Elo Mutual Pension Insurance Co | 18,019 | $222.2K | 0.00% | +18,019 | New |
| Envestnet Asset Management Inc | 18,188 | $224.3K | 0.00% | +18,188 | New |
| Angeles Wealth Management, LLC | 18,196 | $224.4K | 0.01% | −260−1.4% | Reduced |
| Gotham Asset Management, LLC | 18,719 | $230.8K | 0.00% | −12,452−39.9% | Reduced |
| Riverbend Wealth Management, LLC | 19,401 | $239.2K | 0.12% | +2,000+11.5% | Added |
| Amalgamated Bank | 19,514 | $241.0K | 0.00% | −669−3.3% | Reduced |
| M&T Bank Corp | 19,599 | $241.7K | 0.00% | +1,640+9.1% | Added |
| Wedmont Private Capital | 20,690 | $242.5K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 22,379 | $275.9K | 0.00% | +22,379 | New |
| Nisa Investment Advisors, LLC | 22,413 | $276.4K | 0.00% | −1,463−6.1% | Reduced |
| Verum Partners LLC | 22,425 | $276.5K | 0.04% | +5,189+30.1% | Added |
| Ballentine Partners, LLC | 22,510 | $277.5K | 0.00% | +602+2.7% | Added |
| Teacher Retirement System of Texas | 22,554 | $278.1K | 0.00% | −31,523−58.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,576 | $278.4K | 0.00% | −1,933,752−98.8% | Reduced |
| Fiduciary Trust Co | 22,927 | $282.7K | 0.00% | +4,447+24.1% | Added |
| CIBC Asset Management Inc | 22,955 | $283.0K | 0.00% | −6,547−22.2% | Reduced |
| 1620 Investment Advisors, Inc. | 23,749 | $292.8K | 0.18% | +784+3.4% | Added |
| RMB Capital Management, LLC | 23,974 | $295.6K | 0.00% | +23,974 | New |
| Centiva Capital, LP | 23,995 | $295.9K | 0.01% | +23,995 | New |
| CI Private Wealth, LLC | 24,177 | $298.1K | 0.00% | +4,287+21.6% | Added |
| EP Wealth Advisors, LLC | 24,344 | $300.2K | 0.00% | −484−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 25,729 | $317.2K | 0.01% | −14,497−36.0% | Reduced |
| Chicago Partners Investment Group LLC | 29,745 | $320.7K | 0.01% | +6,523+28.1% | Added |
| Penserra Capital Management LLC | 26,648 | $328.0K | 0.00% | −22,084−45.3% | Reduced |
| Liberty Atlantic Advisors LLC | 27,212 | $335.5K | 0.24% | +27,212 | New |
| Equitable Trust Co | 28,170 | $347.3K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 28,346 | $349.5K | 0.05% | −267−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 28,757 | $354.6K | 0.02% | −53,707−65.1% | Reduced |
| Pathstone Holdings, LLC | 28,838 | $355.6K | 0.00% | +3,748+14.9% | Added |
| Pinnacle Associates Ltd | 28,942 | $356.9K | 0.00% | +28,942 | New |
| Crystal Cove Asset Management, LLC | 29,218 | $360.3K | 0.39% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 29,403 | $362.5K | 0.01% | +29,403 | New |
| Wexford Capital LP | 29,670 | $365.8K | 0.05% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 30,092 | $371.0K | 0.05% | −13,420−30.8% | Reduced |
| Essex Financial Services, Inc. | 30,453 | $375.5K | 0.02% | +816+2.8% | Added |
| Ares Systematic Credit Ltd | 32,012 | $394.7K | 0.24% | +32,012 | New |
| State of Wyoming | 32,942 | $406.2K | 0.04% | +10,379+46.0% | Added |
| DnB Asset Management AS | 32,966 | $406.5K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 33,250 | $410.0K | 0.00% | −80,711−70.8% | Reduced |
| State of Alaska, Department of Revenue | 33,933 | $418.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 34,408 | $424.3K | 0.00% | +34,408 | New |
| Institute for Wealth Management, LLC. | 35,800 | $441.4K | 0.04% | −36,000−50.1% | Reduced |
| Pallas Capital Advisors LLC | 36,229 | $446.7K | 0.01% | +3,206+9.7% | Added |
| Amundi | 36,508 | $450.1K | 0.00% | −15,705−30.1% | Reduced |
| Coastal Bridge Advisors, LLC | 37,420 | $461.4K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38,303 | $472.3K | 0.00% | +35,922+1,508.7% | Added |
| Americana Partners, LLC | 38,360 | $473.0K | 0.01% | +2,906+8.2% | Added |
| Wealthfront Advisers LLC | 39,709 | $489.6K | 0.00% | −5,850−12.8% | Reduced |
| Sanctuary Advisors, LLC | 40,515 | $499.6K | 0.00% | +14,868+58.0% | Added |
| CIBC Bancorp USA Inc. | 40,833 | $503.5K | 0.00% | −1,056,577−96.3% | Reduced |
| Bridgeway Capital Management, LLC | 43,080 | $531.2K | 0.01% | −130,000−75.1% | Reduced |
| Eos Management, L.P. | 43,080 | $531.2K | 0.21% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 44,167 | $544.6K | 0.03% | +5,233+13.4% | Added |