Institutional Ownership Compass, Inc. (COMP)
This table provides information about the institutional ownership of Compass, Inc. (COMP). We have compiled data on the 328 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
682
shares
|
$5,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
673
shares
|
$5,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
631
shares
|
$4,991
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
605
shares
|
$4,785
0.0% of portfolio
|
Q1 2025
Added 35.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
526
shares
|
$4,160
0.0% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$3,955
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
500
shares
|
$3,955
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
400
shares
|
$3,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
376
shares
|
$2,974
0.0% of portfolio
|
Q4 2022
Reduced 98.24%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
369
shares
|
$2,918
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$2,373
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$2,373
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
294
shares
|
$2,325
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
275
shares
|
$2,175
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
265
shares
|
$2,096
0.0% of portfolio
|
Q1 2025
Added 488.89%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
231
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
223
shares
|
$1,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
189
shares
|
$1,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
174
shares
|
$1,376
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
170
shares
|
$1,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
138
shares
|
$1,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
131
shares
|
$1,036
0.0% of portfolio
|
Q1 2025
Reduced 24.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
120
shares
|
$949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
115
shares
|
$909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
111
shares
|
$878
0.0% of portfolio
|
Q1 2025
New holding
|