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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,271
shares
|
$197,820
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,000
shares
|
$195,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
20,779
shares
|
$193,244
0.0% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
20,690
shares
|
$192,417
0.01% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
20,359
shares
|
$189,338
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
20,000
shares
|
$186,000
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
19,957
shares
|
$185,600
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,500
shares
|
$181,350
0.01% of portfolio
|
Q4 2023
Added 62.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,382
shares
|
$180,252
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,375
shares
|
$180,187
0.0% of portfolio
|
Q2 2023
Reduced 93.22%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
19,367
shares
|
$180,113
0.09% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
18,932
shares
|
$176,067
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
18,011
shares
|
$167,502
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
17,998
shares
|
$167,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
17,132
shares
|
$159,327
0.02% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
16,878
shares
|
$156,965
0.0% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
16,116
shares
|
$149,878
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,937
shares
|
$148,214
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
15,858
shares
|
$147,479
0.0% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
15,800
shares
|
$146,940
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,632
shares
|
$145,377
0.0% of portfolio
|
Q2 2025
Reduced 53.02%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
15,448
shares
|
$143,666
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
15,267
shares
|
$141,983
0.02% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
15,236
shares
|
$141,694
0.0% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
14,900
shares
|
$138,570
0.01% of portfolio
|
Q2 2025
Reduced 40.4%
|