Institutional Ownership Compass, Inc. (COMP)
This table provides information about the institutional ownership of Compass, Inc. (COMP). We have compiled data on the 335 institutions that hold shares in the stock, with a total of 351 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
744
shares
|
$6,919
0.0% of portfolio
|
Q2 2025
Reduced 65.84%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
682
shares
|
$6,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
572
shares
|
$5,319
0.0% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
526
shares
|
$4,891
0.0% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
516
shares
|
$4,798
0.0% of portfolio
|
Q2 2025
Reduced 85.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
500
shares
|
$4,650
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
400
shares
|
$3,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
378
shares
|
$3,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
376
shares
|
$3,496
0.0% of portfolio
|
Q4 2022
Reduced 98.24%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
346
shares
|
$3,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
332
shares
|
$3,087
0.0% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
302
shares
|
$2,808
0.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
300
shares
|
$2,790
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$2,790
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
281
shares
|
$2,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
275
shares
|
$2,557
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
231
shares
|
$2,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
189
shares
|
$1,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
170
shares
|
$1,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
145
shares
|
$1,348
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
139
shares
|
$1,292
0.0% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
138
shares
|
$1,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
122
shares
|
$1,134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
117
shares
|
$1,088
0.0% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
115
shares
|
$1,069
0.0% of portfolio
|
Q1 2025
New holding
|