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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
139
shares
|
$854
0.0% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
138
shares
|
$848
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
120
shares
|
$738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
120
shares
|
$738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
115
shares
|
$707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
111
shares
|
$682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
106
shares
|
$651
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
98
shares
|
$602
0.0% of portfolio
|
Q1 2025
Added 92.16%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
97
shares
|
$596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
88
shares
|
$541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
57
shares
|
$350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
53
shares
|
$325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
43
shares
|
$264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28
shares
|
$172
0.0% of portfolio
|
Q3 2024
Added 180.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
22
shares
|
$135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|