COMP · Company research
Compass, Inc. (COMP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3296616 | 40647275 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1887316 | 23270612 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138555 | 4313 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AYAL Capital Advisors Ltd | 2011524 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 1233000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427144 | 5267 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43080 | 531176 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4305515 | 53087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282201 | 3479538 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 886009 | 27581460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (USA) Corp | 1491719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 572000 | 7052760 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 1061 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Blue Owl Capital Holdings LP | 1858703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450000 | 6367500 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Western Pacific Wealth Management, LP | 1907320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 708 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 476 | 6 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13580 | 167441 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'Keefe Stevens Advisory, Inc. | 1780565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 631272 | 19651487 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211600 | 2609 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87671 | 2729 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Long Pond Capital, LP | 1499066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3594368 | 44318557 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12768 | 157430 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 452450 | 5578708 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 2335 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229678 | 2831930 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Governors Lane LP | 1644187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380000 | 4685400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28942 | 356855 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251200 | 3554480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94439 | 1336312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11051 | 344025 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111624 | 1376324 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12910 | 417 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Douglass Winthrop Advisors, LLC | 1308527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101860 | 1255934 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26648 | 328 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sankala Group LLC | 2113426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251 | 3499 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11818 | 145722 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aisling Capital Management LP | 1766721 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1432336 | 20267554 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3189 | 99 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 421347 | 5962060 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10079 | 124274 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amova Asset Management Americas, Inc. | 1480751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319472 | 4517334 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94170 | 1161116 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233 | 3297 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2294817 | 28295094 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65542 | 808133 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 345 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80661 | 2510977 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Continuum Advisory, LLC | 1846532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 3366 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 388395 | 4788910 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 4636 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154113 | 4797537 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205 | 2901 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682 | 8409 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9035228 | 111404361 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CenterBook Partners LP | 1872738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298969 | 3686288 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DLD Asset Management, LP | 1578299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 990500 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penn Capital Management Company, LLC | 1158202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2003937 | 24752643 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 903 | 28110 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19494 | 189677000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25729 | 317239 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146127 | 2067 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WCM INVESTMENT MANAGEMENT, LLC | 1061186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7287246 | 87446952 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44599 | 631077 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128205 | 1580768 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432042 | 5327078 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 99 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 7330 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5953 | 84235 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60469 | 855639 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156 | 4857 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 343 | 10678 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Hartford Financial Management Inc. | 1352526 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1557 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 680329 | 8388451 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8368 | 260490 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DCF Advisers, LLC | 1802493 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54250 | 767638 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Navis Wealth Advisors, LLC | 1849055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372968 | 4598695 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PLANNING ALTERNATIVES LTD /ADV | 712011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 616500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1389 | 17127 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Conservest Capital Advisors, Inc. | 1705716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25005 | 353821 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1688 | 52547 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311856 | 3845196 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Gumshoe Capital Management LLC | 1995382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872348 | 27156193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.