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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 145 | $1.79K | 0.00% | +125+625.0% | Added |
| Sims Investment Management, LLC | 143 | $1.76K | 0.00% | +143 | New |
| Rialto Wealth Management, LLC | 140 | $1.73K | 0.00% | +140 | New |
| JFS Wealth Advisors, LLC | 122 | $1.50K | 0.00% | +50+69.4% | Added |
| Heritage Wealth Advisors | 115 | $1.41K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 100 | $1.23K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 98 | $1.21K | 0.00% | +98 | New |
| Wealth Enhancement Trust Services, Inc. | 95 | $1.17K | 0.00% | +95 | New |
| JPL Wealth Management, LLC | 83 | $1.02K | 0.00% | +83 | New |
| Clearstead Advisors, LLC | 82 | $1.01K | 0.00% | +82 | New |
| Bare Financial Services, Inc | 78 | $962 | 0.00% | −50−39.1% | Reduced |
| Strengthening Families & Communities, LLC | 78 | $962 | 0.00% | +78 | New |
| North Star Investment Management Corp. | 76 | $937 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 75 | $925 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 72 | $888 | 0.00% | −310−81.2% | Reduced |
| Investors Portfolio Services LLC | 71 | $875 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 65 | $801 | 0.00% | +65 | New |
| UMA Financial Services, Inc. | 54 | $666 | 0.00% | −17−23.9% | Reduced |
| Creative Capital Management Investments LLC | 40 | $493 | 0.00% | +40 | New |
| Rossby Financial, LCC | 35 | $432 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $420 | 0.00% | +29+580.0% | Added |
| Stone House Investment Management, LLC | 33 | $407 | 0.00% | +33 | New |
| Zions Bancorporation, National Association | 28 | $345 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $285 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $271 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19 | $234 | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 18 | $222 | 0.00% | +14+350.0% | Added |
| Assetmark, Inc | 10 | $123 | 0.00% | −15−60.0% | Reduced |
| 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 |
| WPG Advisers, LLC | 7 | $86 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $86 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 5 | $63 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 3 | $37 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 2 | $25 | 0.00% | +2 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −6,000,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,680,610−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −1,885,312−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −1,403,197−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −1,302,526−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,152,718−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −1,121,100−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −1,036,004−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −878,100−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −816,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −562,145−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −463,876−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −362,152−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −341,700−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −319,500−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −256,987−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −219,895−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −216,416−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −148,270−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −142,966−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −139,257−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −132,861−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −68,513−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −63,969−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −60,699−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −50,605−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −49,215−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −47,882−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −45,807−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −45,690−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −45,158−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −35,467−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −31,612−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −30,754−100.0% | Sold out |
| Lesa Sroufe & Co | 0 | $0 | 0.00% | −25,089−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −21,011−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −17,042−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,121−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −13,922−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −11,185−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,508−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Copia Wealth Management | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |