Institutional Ownership Compass, Inc. (COMP)
This table provides information about the institutional ownership of Compass, Inc. (COMP). We have compiled data on the 330 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
837
shares
|
$5,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
811
shares
|
$5,352
0.0% of portfolio
|
Q1 2025
Added 141.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
742
shares
|
$4,897
0.0% of portfolio
|
Q1 2025
Added 772.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
720
shares
|
$4,752
0.0% of portfolio
|
Q1 2025
Added 222.87%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
682
shares
|
$4,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
631
shares
|
$4,164
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
605
shares
|
$3,993
0.0% of portfolio
|
Q1 2025
Added 35.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
526
shares
|
$3,471
0.0% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
500
shares
|
$3,300
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$3,300
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
400
shares
|
$2,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
382
shares
|
$2,521
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
376
shares
|
$2,481
0.0% of portfolio
|
Q4 2022
Reduced 98.24%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
311
shares
|
$2,052
0.0% of portfolio
|
Q1 2025
Reduced 91.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
300
shares
|
$1,980
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$1,980
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
294
shares
|
$1,940
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
281
shares
|
$1,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
275
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
265
shares
|
$1,749
0.0% of portfolio
|
Q1 2025
Added 488.89%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
231
shares
|
$1,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
189
shares
|
$1,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
175
shares
|
$1,155
0.0% of portfolio
|
Q1 2025
Added 695.45%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
174
shares
|
$1,148
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
170
shares
|
$1,122
0.0% of portfolio
|
Q1 2025
New holding
|