Institutional Ownership Compass, Inc. (COMP)
This table provides information about the institutional ownership of Compass, Inc. (COMP). We have compiled data on the 373 institutions that hold shares in the stock, with a total of 370 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
145
shares
|
$1,364
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
138
shares
|
$1,298
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
129
shares
|
$1,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
122
shares
|
$1,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
120
shares
|
$1,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
115
shares
|
$1,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
115
shares
|
$1,082
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
106
shares
|
$997
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
102
shares
|
$959
0.0% of portfolio
|
Q3 2025
Reduced 69.28%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$941
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
100
shares
|
$941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
97
shares
|
$912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
96
shares
|
$903
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
83
shares
|
$781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
76
shares
|
$715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
75
shares
|
$705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
60
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
54
shares
|
$508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38
shares
|
$357
0.0% of portfolio
|
Q3 2025
Added 3700.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
35
shares
|
$329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
20
shares
|
$188
0.0% of portfolio
|
Q2 2025
Reduced 97.53%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
19
shares
|
$178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$56
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$47
0.0% of portfolio
|
Q2 2025
New holding
|
|