COMPASS MINERALS INTL INC CMP
COM · Common Stock · CUSIP 20451N101
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersOverland Park, KS
- Founded2001
- Websitecompassminerals.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 42.0m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.04. Options: 6 managers hold calls ($5.3m notional), 3 hold puts ($333.1k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 274 |
| Q4 2022 | 275 |
| Q1 2023 | 263 |
| Q2 2023 | 251 |
| Q3 2023 | 248 |
| Q4 2023 | 236 |
| Q1 2024 | 225 |
| Q2 2024 | 215 |
| Q3 2024 | 220 |
| Q4 2024 | 219 |
| Q1 2025 | 209 |
| Q2 2025 | 213 |
| Q3 2025 | 200 |
| Q4 2025 | 196 |
| Q1 2026 | 206 |
| Q2 2026 | 234 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 119 | 101 |
| Q4 2024 | 89 | 114 |
| Q1 2025 | 85 | 110 |
| Q2 2025 | 100 | 104 |
| Q3 2025 | 82 | 105 |
| Q4 2025 | 71 | 94 |
| Q1 2026 | 92 | 81 |
| Q2 2026 | 126 | 83 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.0m | $2.0m | 0.25 |
| Q4 2025 | $2.6m | $5.9k | 0.00 |
| Q1 2026 | $2.9m | $7.0k | 0.00 |
| Q2 2026 | $5.3m | $333.1k | 0.06 |
Biggest buyers
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +886.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +594.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +568.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +408.8k |
| HENNESSY ADVISORS INC | New | +345.5k |
| Nuveen, LLC | Added | +230.9k |
| BlackRock, Inc. | Added | +225.7k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +224.9k |
| RAYMOND JAMES FINANCIAL INC | Added | +161.3k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +157.9k |
Biggest sellers
| SailingStone Capital Partners LLC | Reduced | -1.5m |
| Ewing Morris & Co. Investment Partners Ltd. | Reduced | -1.4m |
| BANK OF AMERICA CORP /DE/ | Reduced | -981.6k |
| Engine Capital Management, LP | Reduced | -806.0k |
| Gumshoe Capital Management LLC | Reduced | -392.5k |
| Irenic Capital Management LP | Reduced | -367.2k |
| JANE STREET GROUP, LLC | Sold out | -271.0k |
| Sourcerock Group LLC | Sold out | -235.2k |
| CastleKnight Management LP | Reduced | -209.4k |
| CITADEL ADVISORS LLC | Sold out | -179.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $3.4m110.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $684.9k22.0k shares |
| CITADEL ADVISORS LLC | Added | $569.7k18.3k shares |
| IMC-Chicago, LLC | Added | $519.9k16.7k shares |
| SIMPLEX TRADING, LLC | Added | $46.7k1.5k shares |
| GROUP ONE TRADING LLC | Reduced | $24.9k800 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $311.3k10.0k shares |
| SIMPLEX TRADING, LLC | Added | $18.7k600 shares |
| GROUP ONE TRADING LLC | New | $3.1k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.1 pts · filed 2026-04-27 | 6.1% |
| STATE STREET CORP 13G · institution +0.6 pts · filed 2026-05-12 | 5.5% |
| M Partners Fund LP 13G · passive new · filed 2025-11-18 | 5.5% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $48.4k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Koch, Inc. 20.01% of their portfolio | 7.0m $219.0m | Unchanged |
| SailingStone Capital Partners LLC 19.53% of their portfolio | 3.4m $104.3m | Reduced -1.5m |
| BlackRock, Inc. 0.00% of their portfolio | 3.1m $95.8m | Added +225.7k |
| STATE STREET CORP 0.00% of their portfolio | 2.4m $76.0m | Added +119.4k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 2.3m $70.8m | Added +594.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $55.3m | Added +27.0k |
| Irenic Capital Management LP 2.39% of their portfolio | 1.1m $33.3m | Reduced -367.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 951.2k $29.6m | Added +37.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.10% of their portfolio | 886.0k $27.6m | New |
| Gumshoe Capital Management LLC 24.82% of their portfolio | 872.3k $27.2m | Reduced -392.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 841.4k $26.2m | Added +56.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 698.3k $21.7m | Added +126.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 655.6k $20.4m | Reduced -48.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 637.3k $19.8m | Added +568.2k |
| Engine Capital Management, LP 1.92% of their portfolio | 633.0k $19.7m | Reduced -806.0k |
| Newtyn Management, LLC 2.46% of their portfolio | 632.3k $19.7m | Reduced -137.7k |
| O'Keefe Stevens Advisory, Inc. 4.03% of their portfolio | 631.3k $19.7m | Added +20.8k |
| LEE DANNER & BASS INC 1.04% of their portfolio | 580.8k $18.1m | Reduced -25.0k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 574.8k $17.9m | Added +36.1k |
| Ewing Morris & Co. Investment Partners Ltd. 7.73% of their portfolio | 570.8k $14.8m | Reduced -1.4m |
| Nuveen, LLC 0.00% of their portfolio | 520.6k $16.2m | Added +230.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 474.5k $14.8m | Added +408.8k |
| MORGAN STANLEY 0.00% of their portfolio | 439.6k $13.7m | Added +89.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 437.3k $13.6m | Added +76.8k |
| HENNESSY ADVISORS INC 0.34% of their portfolio | 345.5k $10.8m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 307.5k $9.6m | Added +18.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 306.1k $9.5m | Added +56.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 287.6k $9.0m | Added +161.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 273.5k $8.5m | Added +224.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 271.5k $8.5m | Reduced -981.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 252.2k $7.8m | Added +9.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 191.3k $6.0m | Added +157.9k |
| Invesco Ltd. 0.00% of their portfolio | 189.2k $5.9m | Reduced -11.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 179.1k $5.6m | Reduced -43.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 177.4k $5.5m | Added +128.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 164.3k $5.1m | Added +22.6k |
| FMR LLC 0.00% of their portfolio | 153.1k $4.8m | Added +137.8k |
| CastleKnight Management LP 0.16% of their portfolio | 142.1k $4.4m | Reduced -209.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 138.6k $4.3m | Added +3.7k |
| Trexquant Investment LP 0.03% of their portfolio | 134.2k $4.2m | New |
| THOMPSON SIEGEL & WALMSLEY LLC 0.07% of their portfolio | 124.0k $3.9m | Reduced -19.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 105.5k $3.3m | Added +1.3k |
| Lighthouse Investment Partners, LLC 0.09% of their portfolio | 97.8k $3.0m | Added +37.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 87.7k $2.7m | Added +76.5k |
| NATIXIS 0.01% of their portfolio | 86.4k $2.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 84.6k $2.6m | Reduced -2.0k |
| XTX Topco Ltd 0.03% of their portfolio | 81.2k $2.5m | Added +57.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 80.7k $2.5m | Added +32.5k |
| CITIGROUP INC 0.00% of their portfolio | 75.7k $2.4m | Reduced -91.7k |
| UBS Group AG 0.00% of their portfolio | 70.5k $2.2m | Reduced -10.8k |
| Swiss National Bank 0.00% of their portfolio | 70.0k $2.2m | Unchanged |
| Gotham Asset Management, LLC 0.00% of their portfolio | 67.1k $2.1m | Added +21.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 57.3k $1.8m | Added +4.4k |
| Man Group plc 0.00% of their portfolio | 56.7k $1.8m | Reduced -48.0k |
| Jackson Creek Investment Advisors LLC 0.55% of their portfolio | 56.4k $1.7m | Reduced -22.2k |
| Mountain Lake Investment Management LLC 1.08% of their portfolio | 55.8k $1.7m | Added +120 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.2k $1.7m | Added +8.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 52.6k $1.6m | Added +39.0k |
| Creative Planning 0.00% of their portfolio | 51.5k $1.6m | Added +15.3k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 51.3k $1.6m | New |
| Mariner, LLC 0.00% of their portfolio | 50.5k $1.6m | New |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 48.5k $1.5m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 48.5k $1.5m | Reduced -31.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 45.7k $1.4m | Added +43.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 42.8k $1.3m | Added +8.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 42.3k $1.3m | Added +16.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.0k $1.3m | Added +992 |
| PDT Partners, LLC 0.07% of their portfolio | 40.0k $1.2m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 39.9k $1.2m | Added +380 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.5k $921.6k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.3k $1.2m | Added +7.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 37.5k $1.2m | Reduced -86.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 37.0k $1.2m | Added +7.0k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 36.4k $1.1m | New |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 35.9k $1.1m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 33.6k $1.0m | Reduced -2.3k |
| NORGES BANK 0.00% of their portfolio | 32.9k $1.0m | Not comparable |
| Integrated Quantitative Investments LLC 0.17% of their portfolio | 32.5k $1.0m | Reduced -45.4k |
| CoreCommodity Management, LLC 0.20% of their portfolio | 31.5k $981.7k | Added +540 |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 29.5k $918.3k | Unchanged |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% of their portfolio | 29.2k $909.9k | Reduced -11.7k |
| IRONWOOD INVESTMENT MANAGEMENT LLC 0.31% of their portfolio | 28.9k $899.2k | Added +1 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 28.4k $884.3k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 27.9k $867.4k | Added +14.8k |
| Quantbot Technologies LP 0.03% of their portfolio | 26.5k $823.8k | Added +26.3k |
| ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio | 25.4k $789.2k | New |
| EQUITABLE TRUST CO 0.03% of their portfolio | 25.0k $778.2k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 24.3k $757.0k | New |
| Legato Capital Management LLC 0.06% of their portfolio | 24.3k $756.1k | Reduced -3.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 24.3k $755.9k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 24.0k $748.6k | New |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 23.8k $739.7k | New |
| CAXTON ASSOCIATES LLP 0.01% of their portfolio | 23.0k $715.6k | Added +1.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 22.6k $703.5k | New |
| Inspire Investing, LLC 0.03% of their portfolio | 21.9k $680.2k | Reduced -176 |
| Cerity Partners LLC 0.00% of their portfolio | 21.3k $663.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 19.6k $609.3k | Reduced -1.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 19.4k $603.9k | Added +17.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 19.4k $603.4k | Added +20 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 19.2k $597.5k | New |