Compass, Inc.
COMP- 交易所
- NYSE
- 產業
- Real Estate Agents & Managers (For Others)
- SEC CIK
- 0001563190
近 90 天，Compass, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 437 家機構在 13F 申報持有，市值合計 $87.2 億；D1 資本和Maverick 資本兩位大師持有。
2025 年第 1 季 13F 持有人
Compass, Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 310
- 較 2024 年第 4 季 +29 家
- 持有股數
- 3.90 億
- 較 2024 年第 4 季 +3,095 萬 (+8.6%)
- 總市值
- $34.0 億
- 較 2024 年第 4 季 +$13.0 億 (+62.0%)
- 新進機構
- 65
- 另有 133 家加碼
- 清倉機構
- 36
- 另有 70 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 COMP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 437 | $87.2 億 |
| 2026 年第 1 季 | 419 | $48.3 億 |
| 2025 年第 4 季 | 371 | $52.5 億 |
| 2025 年第 3 季 | 343 | $35.9 億 |
| 2025 年第 2 季 | 314 | $25.6 億 |
| 2025 年第 1 季 | 310 | $34.0 億 |
| 2024 年第 4 季 | 284 | $21.2 億 |
| 2024 年第 3 季 | 246 | $21.4 億 |
| 2024 年第 2 季 | 211 | $12.3 億 |
| 2024 年第 1 季 | 200 | $11.7 億 |
| 2023 年第 4 季 | 188 | $11.3 億 |
| 2023 年第 3 季 | 190 | $8.90 億 |
| 2023 年第 2 季 | 195 | $10.3 億 |
| 2023 年第 1 季 | 177 | $9.66 億 |
| 2022 年第 4 季 | 178 | $6.64 億 |
| 2022 年第 3 季 | 156 | $6.76 億 |
| 2022 年第 2 季 | 159 | $10.5 億 |
| 2022 年第 1 季 | 129 | $21.7 億 |
| 2021 年第 4 季 | 148 | $23.5 億 |
| 2021 年第 3 季 | 112 | $32.4 億 |
| 2021 年第 2 季 | 83 | $30.6 億 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 1 季持有機構
每家機構持有 Compass, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TFC Financial Management | 2 | $18 | 0.00% | +2 | 新進 |
| Dunhill Financial, LLC | 22 | $193 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 28 | $244 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 43 | $375 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 53 | $463 | 0.00% | +53 | 新進 |
| Bell Investment Advisors, Inc | 57 | $498 | 0.00% | +57 | 新進 |
| Allworth Financial LP | 98 | $722 | 0.00% | +47+92.2% | 加碼 |
| Skopos Labs, Inc. | 88 | $769 | 0.00% | +88 | 新進 |
| Principal Securities, Inc. | 138 | $807 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 97 | $847 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 100 | $873 | 0.00% | +100 | 新進 |
| Sierra Ocean, LLC | 111 | $969 | 0.00% | +111 | 新進 |
| Heritage Wealth Advisors | 115 | $1,000 | 0.00% | +115 | 新進 |
| SWAN Capital LLC | 120 | $1,048 | 0.00% | +120 | 新進 |
| Stephens Consulting, LLC | 120 | $1,048 | 0.00% | +120 | 新進 |
| Versant Capital Management, Inc | 131 | $1,144 | 0.00% | −42−24.3% | 減碼 |
| Parkside Financial Bank & Trust | 170 | $1,485 | 0.00% | +170 | 新進 |
| Larson Financial Group LLC | 174 | $1,519 | 0.00% | −141−44.8% | 減碼 |
| True Wealth Design, LLC | 175 | $1,528 | 0.00% | +153+695.5% | 加碼 |
| Massmutual Trust Co FSB | 189 | $1,650 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 275 | $2,000 | 0.00% | −25−8.3% | 減碼 |
| Hughes Financial Services, LLC | 231 | $2,014 | 0.00% | +231 | 新進 |
| CIBC Private Wealth Group, LLC | 281 | $2,138 | 0.00% | +281 | 新進 |
| The PNC Financial Services Group, Inc. | 265 | $2,313 | 0.00% | +220+488.9% | 加碼 |
| Perkins Coie Trust Co | 300 | $2,619 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 311 | $2,839 | 0.00% | +311 | 新進 |
| Capital Analysts, LLC | 300 | $3,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 376 | $3,282 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 382 | $3,335 | 0.00% | +13+3.5% | 加碼 |
| Legacy Bridge, LLC | 400 | $3,492 | 0.00% | 00.0% | 不變 |
| Logan Capital Management Inc | 500 | $4,365 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 526 | $4,592 | 0.00% | +134+34.2% | 加碼 |
| Rothschild Investment LLC | 605 | $5,282 | 0.00% | +160+36.0% | 加碼 |
| Signaturefd, LLC | 631 | $5,509 | 0.00% | +24+4.0% | 加碼 |
| South State Corp. | 682 | $5,954 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 720 | $6,285 | 0.00% | +497+222.9% | 加碼 |
| Smartleaf Asset Management LLC | 742 | $6,774 | 0.00% | +657+772.9% | 加碼 |
| SJS Investment Consulting Inc. | 811 | $7,081 | 0.00% | +475+141.4% | 加碼 |
| Rise Advisors, LLC | 837 | $7,307 | 0.00% | +837 | 新進 |
| Quest Partners LLC | 932 | $8,136 | 0.00% | +932 | 新進 |
| AdvisorNet Financial, Inc | 1,000 | $8,730 | 0.00% | +1,000 | 新進 |
| Valley National Advisers Inc | 1,200 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 1,162 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,173 | $1.02 萬 | 0.00% | +1,173 | 新進 |
| Hexagon Capital Partners LLC | 1,335 | $1.17 萬 | 0.00% | −183−12.1% | 減碼 |
| MAI Capital Management | 1,500 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,625 | $1.42 萬 | 0.01% | +1,625 | 新進 |
| Mowery & Schoenfeld Wealth Management, LLC | 1,868 | $1.63 萬 | 0.03% | +1,868 | 新進 |
| ORG Partners LLC | 2,060 | $1.74 萬 | 0.00% | +2,060 | 新進 |
| Point72 (DIFC) Ltd | 2,174 | $1.90 萬 | 0.00% | −8,620−79.9% | 減碼 |
| GAMMA Investing LLC | 2,178 | $1.90 萬 | 0.00% | +1,606+280.8% | 加碼 |
| Bokf, NA | 2,295 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 2,433 | $2.12 萬 | 0.00% | +613+33.7% | 加碼 |
| Whipplewood Advisors, LLC | 2,348 | $2.14 萬 | 0.01% | +2,348 | 新進 |
| NewSquare Capital LLC | 2,631 | $2.30 萬 | 0.00% | +2,631 | 新進 |
| Optiver Holding B.V. | 2,744 | $2.40 萬 | 0.00% | +1,196+77.3% | 加碼 |
| Federated Hermes, Inc. | 3,029 | $2.64 萬 | 0.00% | −5,014−62.3% | 減碼 |
| Comerica Bank | 3,241 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,602 | $3.14 萬 | 0.00% | +2,452+213.2% | 加碼 |
| MB, Levis & Associates, LLC | 4,300 | $3.75 萬 | 0.02% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 4,829 | $4.20 萬 | 0.00% | +4,829 | 新進 |
| Public Employees Retirement System of Ohio | 5,377 | $4.69 萬 | 0.00% | −774−12.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,334 | $5.50 萬 | 0.00% | +6,334 | 新進 |
| Meeder Asset Management Inc | 8,227 | $7.18 萬 | 0.00% | −133−1.6% | 減碼 |
| Independent Advisor Alliance | 11,140 | $9.73 萬 | 0.00% | +11,140 | 新進 |
| Allianz Asset Management GmbH | 11,368 | $9.92 萬 | 0.00% | −12,499−52.4% | 減碼 |
| Good Life Advisors, LLC | 11,774 | $10.3 萬 | 0.01% | +11,774 | 新進 |
| Everence Capital Management Inc | 12,240 | $10.7 萬 | 0.01% | +12,240 | 新進 |
| Huntington National Bank | 12,501 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Plato Investment Management Ltd | 12,444 | $11.0 萬 | 0.01% | −1,068−7.9% | 減碼 |
| Brucke Financial, Inc. | 14,575 | $11.3 萬 | 0.10% | +2,492+20.6% | 加碼 |
| Cherrydale Wealth Management, LLC | 13,000 | $11.3 萬 | 0.04% | −7,803−37.5% | 減碼 |
| Amalgamated Bank | 13,015 | $11.4 萬 | 0.00% | +44+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 13,394 | $11.7 萬 | 0.00% | +1,334+11.1% | 加碼 |
| Pallas Capital Advisors LLC | 13,550 | $11.8 萬 | 0.00% | +2,180+19.2% | 加碼 |
| GM Advisory Group, Inc. | 14,000 | $12.2 萬 | 0.01% | +3,000+27.3% | 加碼 |
| CIBC Asset Management Inc | 14,340 | $12.5 萬 | 0.00% | +171+1.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,438 | $12.6 萬 | 0.00% | +14,438 | 新進 |
| Quantinno Capital Management LP | 14,597 | $12.7 萬 | 0.00% | +14,597 | 新進 |
| Berkshire Money Management, Inc. | 14,800 | $12.9 萬 | 0.01% | −4,000−21.3% | 減碼 |
| Verum Partners LLC | 15,505 | $13.5 萬 | 0.04% | +338+2.2% | 加碼 |
| Crown Wealth Group, LLC | 15,800 | $13.8 萬 | 0.07% | +15,800 | 新進 |
| Empowered Funds, LLC | 15,945 | $13.9 萬 | 0.00% | +15,945 | 新進 |
| Optimize Financial Inc | 16,230 | $14.2 萬 | 0.05% | +16,230 | 新進 |
| Americana Partners, LLC | 16,658 | $14.5 萬 | 0.01% | +16,658 | 新進 |
| Aster Capital Management (DIFC) Ltd | 16,290 | $14.6 萬 | 0.03% | +16,290 | 新進 |
| Stifel Financial Corp | 17,349 | $15.1 萬 | 0.00% | +1,889+12.2% | 加碼 |
| Nisa Investment Advisors, LLC | 17,677 | $15.4 萬 | 0.00% | +799+4.7% | 加碼 |
| Wedmont Private Capital | 20,690 | $15.5 萬 | 0.01% | −14,280−40.8% | 減碼 |
| Mariner, LLC | 17,877 | $15.6 萬 | 0.00% | +3,693+26.0% | 加碼 |
| Covestor Ltd | 18,765 | $16.4 萬 | 0.11% | +18,733+58,540.6% | 加碼 |
| Axq Capital, LP | 18,970 | $16.6 萬 | 0.07% | +18,970 | 新進 |
| Evanson Asset Management, LLC | 19,500 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| 111 Capital | 19,601 | $17.1 萬 | 0.03% | +19,601 | 新進 |
| Citizens Financial Group Inc | 19,881 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| Integrity Financial Corp | 20,000 | $17.5 萬 | 0.10% | 00.0% | 不變 |
| KBC Group NV | 20,494 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 20,650 | $18.0 萬 | 0.00% | +10,650+106.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 21,162 | $18.5 萬 | 0.03% | +21,162 | 新進 |
| Baader Bank INC | 21,856 | $18.9 萬 | 0.02% | +21,856 | 新進 |