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
- +$3.90B (+80.9%) 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 | $4.83B |
| 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, 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 |
|---|---|---|---|---|---|
| Berman McAleer LLC | 14,777 | $182.2K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,748 | $181.8K | 0.01% | +3,262+28.4% | Added |
| Titan Global Capital Management USA LLC | 14,470 | $178.4K | 0.02% | +14,470 | New |
| Intrepid Financial Planning Group LLC | 14,360 | $177.1K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 14,038 | $173.1K | 0.00% | −9,060−39.2% | Reduced |
| Allianz Asset Management GmbH | 13,998 | $172.6K | 0.00% | −318,642−95.8% | Reduced |
| Arlington Trust Co LLC | 13,992 | $172.5K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,581 | $167.5K | 0.00% | +13,581 | New |
| Norden Group LLC | 13,379 | $165.0K | 0.01% | −1,023−7.1% | Reduced |
| Abound Wealth Management | 12,768 | $157.4K | 0.03% | +12,768 | New |
| Guggenheim Capital LLC | 12,620 | $155.6K | 0.00% | +1,279+11.3% | Added |
| The PNC Financial Services Group, Inc. | 12,581 | $155.1K | 0.00% | +4,437+54.5% | Added |
| Huntington National Bank | 12,501 | $154.1K | 0.00% | −253−2.0% | Reduced |
| GWN Securities Inc. | 12,487 | $154.0K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 12,352 | $152.3K | 0.00% | +1,834+17.4% | Added |
| Federated Hermes, Inc. | 12,319 | $151.9K | 0.00% | +2,452+24.9% | Added |
| Fifth Third Bancorp | 12,193 | $150.3K | 0.00% | +943+8.4% | Added |
| Abel Hall, LLC | 12,147 | $149.8K | 0.03% | −2,320−16.0% | Reduced |
| Cannell Capital LLC | 12,057 | $148.7K | 0.10% | +12,057 | New |
| Wealthspire Advisors, LLC | 11,818 | $145.7K | 0.00% | +11,818 | New |
| Clare Market Investments LLC | 11,700 | $144.3K | 0.03% | −12,500−51.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,355 | $140.0K | 0.00% | +485+4.5% | Added |
| American Century Companies Inc | 11,224 | $138.4K | 0.00% | −148,480−93.0% | Reduced |
| Blueshift Asset Management, LLC | 11,132 | $137.3K | 0.03% | −32,355−74.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,931 | $135.0K | 0.00% | −57,294−84.0% | Reduced |
| New England Research & Management, Inc. | 10,797 | $133.1K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 10,694 | $131.9K | 0.00% | +10,694 | New |
| Commonwealth Financial Services, LLC | 10,338 | $127.5K | 0.02% | +10,338 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,276 | $126.7K | 0.00% | −1,284−11.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,079 | $124.3K | 0.00% | −7,786−43.6% | Reduced |
| Evanson Financial, LLC | 10,000 | $123.3K | 0.01% | +10,000 | New |
| NorthCrest Asset Manangement, LLC | 10,340 | $123.3K | 0.00% | +10,340 | New |
| EverSource Wealth Advisors, LLC | 9,799 | $120.8K | 0.00% | +20+0.2% | Added |
| Allworth Financial LP | 8,938 | $110.2K | 0.00% | +5,082+131.8% | Added |
| Rockefeller Capital Management L.P. | 8,503 | $104.8K | 0.00% | −875−9.3% | Reduced |
| Pensionmark Financial Group, LLC | 11,864 | $87.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,007 | $79.9K | 0.00% | +3,133+80.9% | Added |
| Nykredit A/S | 6,280 | $77.4K | 0.00% | +6,280 | New |
| Kemnay Advisory Services Inc. | 4,921 | $60.7K | 0.01% | +218+4.6% | Added |
| Parallel Advisors, LLC | 4,829 | $59.5K | 0.00% | −2,736−36.2% | Reduced |
| Optiver Holding B.V. | 4,460 | $55.0K | 0.00% | +1,395+45.5% | Added |
| Benson Wealth Management INC | 4,400 | $54.3K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 4,300 | $53.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,290 | $52.9K | 0.00% | −3,913−47.7% | Reduced |
| Nomura Asset Management Co Ltd | 4,200 | $51.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,721 | $45.9K | 0.00% | +1,300+53.7% | Added |
| GAMMA Investing LLC | 3,425 | $42.2K | 0.00% | −65−1.9% | Reduced |
| DV Trading LLC | 2,954 | $36.4K | 0.00% | +2,954 | New |
| Steward Partners Investment Advisory, LLC | 2,718 | $33.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,590 | $31.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,517 | $31.0K | 0.00% | +1,673+198.2% | Added |
| TD Capital Management LLC | 2,454 | $30.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,403 | $30.0K | 0.02% | −158−6.2% | Reduced |
| Bokf, NA | 2,295 | $28.3K | 0.00% | −225−8.9% | Reduced |
| Whipplewood Advisors, LLC | 2,280 | $28.1K | 0.02% | −57−2.4% | Reduced |
| US Bancorp | 2,213 | $27.3K | 0.00% | −1,602−42.0% | Reduced |
| SBI Securities Co., Ltd. | 2,010 | $24.8K | 0.00% | −184−8.4% | Reduced |
| N.E.W. Advisory Services LLC | 1,974 | $24.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,900 | $23.4K | 0.00% | −600−24.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $23.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,549 | $19.1K | 0.00% | +689+80.1% | Added |
| Farther Finance Advisors, LLC | 1,448 | $17.8K | 0.00% | +241+20.0% | Added |
| True Wealth Design, LLC | 1,389 | $17.1K | 0.00% | +395+39.7% | Added |
| City State Bank | 1,350 | $16.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,257 | $15.5K | 0.00% | +408+48.1% | Added |
| Valley National Advisers Inc | 1,200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,169 | $14.4K | 0.00% | +639+120.6% | Added |
| Private Wealth Management Group, LLC | 1,162 | $14.3K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,153 | $14.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,078 | $13.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,012 | $12.5K | 0.01% | −817−44.7% | Reduced |
| Investors Research Corp | 1,005 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 751 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 682 | $8.41K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 673 | $8.30K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 496 | $6.12K | 0.00% | +495+49,500.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 482 | $5.94K | 0.00% | +312+183.5% | Added |
| Parkside Financial Bank & Trust | 455 | $5.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 437 | $5.39K | 0.00% | +437 | New |
| Hughes Financial Services, LLC | 419 | $5.17K | 0.00% | −4−0.9% | Reduced |
| J.Safra Asset Management Corp | 415 | $5.12K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 406 | $5.01K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 400 | $4.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 376 | $4.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 336 | $4.14K | 0.00% | +239+246.4% | Added |
| Silicon Valley Capital Partners | 307 | $3.79K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 300 | $3.70K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 280 | $3.45K | 0.00% | +50+21.7% | Added |
| Godfrey Financial Associates, Inc. | 278 | $3.43K | 0.00% | −13−4.5% | Reduced |
| Continuum Advisory, LLC | 273 | $3.37K | 0.00% | +273 | New |
| SJS Investment Consulting Inc. | 242 | $2.98K | 0.00% | +177+272.3% | Added |
| IMA Wealth, Inc. | 205 | $2.53K | 0.00% | +90+78.3% | Added |
| 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 |
| Action Point Financial Planning, LLC | 202 | $2.45K | 0.00% | +202 | New |
| Massmutual Trust Co FSB | 196 | $2.42K | 0.00% | +7+3.7% | Added |
| Avion Wealth | 219 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 147 | $1.81K | 0.00% | +147 | New |