Who holds COSTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

COSTCO WHOLESALE CORPORATION · CMN · quarter ended 2026-03-31 · 63 members disclosed COST ↗

3,708

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$284B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,781

addsholders whose share count rose or who opened the position (new + add), by shares

228

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of COST ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$34.8B	34,947,040	−152,481	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$28.7B	28,847,448	—	no prior
3	STATE STREET CORP	$18.1B	18,152,232	+5,073	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$10.7B	10,705,635	—	no prior
5	GEODE CAPITAL MANAGEMENT, LLC	$10.6B	10,659,224	+270,705	add
6	MORGAN STANLEY	$9.9B	9,898,711	+375,288	add
7	BANK OF AMERICA CORP /DE/	$7.5B	7,515,031	+773,651	add
8	FMR LLC	$6.7B	6,718,589	+25,445	add
9	NORTHERN TRUST CORP	$4.9B	4,928,107	+14,386	add
10	Invesco Ltd.	$4.3B	4,313,506	−15,223	trim
11	JPMORGAN CHASE & CO	$4.0B	4,039,916	+4,039,916	new
12	ROYAL BANK OF CANADA	$3.7B	3,758,850	−194,035	trim
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.4B	3,400,303	+118,292	add
14	Bank of New York Mellon Corp	$3.4B	3,391,624	−126,717	trim
15	Fisher Asset Management, LLC	$3.2B	3,219,856	+43,570	add
16	GOLDMAN SACHS GROUP INC	$3.2B	3,213,809	+3,213,809	new
17	WELLS FARGO & COMPANY/MN	$3.1B	3,111,874	+67,864	add
18	Nuveen, LLC	$3.1B	3,074,057	+901,338	add
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.9B	2,907,419	+150,533	add
20	Amundi	$2.8B	2,839,016	+283,360	add
21	Capital International Investors	$2.7B	2,749,541	+2,109,174	add
22	VANGUARD FIDUCIARY TRUST CO	$2.6B	2,561,190	—	no prior
23	Legal & General Group Plc	$2.5B	2,504,233	+11,674	add
24	UBS Group AG	$2.5B	2,480,387	−235,521	trim
25	ALLIANCEBERNSTEIN L.P.	$2.4B	2,766,241	−82,191	trim
26	JENNISON ASSOCIATES LLC	$2.3B	2,312,440	+84,805	add
27	Capital World Investors	$2.0B	2,034,165	−1,903,121	trim
28	AMERICAN CENTURY COMPANIES INC	$1.8B	1,806,389	+64,878	add
29	DIMENSIONAL FUND ADVISORS LP	$1.7B	1,684,707	+10,551	add
30	AMERIPRISE FINANCIAL INC	$1.4B	1,446,010	−98,874	trim
31	FRANKLIN RESOURCES INC	$1.4B	1,438,786	+593,075	add
32	RAYMOND JAMES FINANCIAL INC	$1.4B	1,403,778	+31,587	add
33	BANK OF MONTREAL /CAN/	$1.4B	1,369,928	−419,835	trim
34	DEUTSCHE BANK AG\	$1.3B	1,353,438	−61,308	trim
35	Swiss National Bank	$1.3B	1,302,660	+88,200	add
36	PRINCIPAL FINANCIAL GROUP INC	$1.1B	1,140,620	−35,583	trim
37	LPL Financial LLC	$1.1B	1,113,122	+46,785	add
38	HSBC HOLDINGS PLC	$1.1B	1,086,751	−1,176,031	trim
39	Mitsubishi UFJ Asset Management Co., Ltd.	$1.1B	1,077,949	+71,793	add
40	BARCLAYS PLC	$1.1B	1,067,012	−358,250	trim
41	Sumitomo Mitsui Trust Group, Inc.	$1.0B	1,049,993	−34,432	trim
42	AQR CAPITAL MANAGEMENT LLC	$1.0B	1,027,658	+698,124	add
43	Vanguard Global Advisers, LLC	$968M	971,143	—	no prior
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$938M	941,708	−168,482	trim
45	TD ASSET MANAGEMENT INC	$934M	937,230	+184,930	add
46	National Pension Service	$930M	933,576	+933,576	new
47	Neuberger Berman Group LLC	$889M	892,222	+56,644	add
48	D. E. Shaw & Co., Inc.	$882M	885,158	−38,549	trim
49	CANADA PENSION PLAN INVESTMENT BOARD	$873M	876,126	−98,853	trim
50	TWO SIGMA INVESTMENTS, LP	$872M	874,793	+615,669	add
51	VANGUARD ASSET MANAGEMENT, Ltd	$770M	772,379	—	no prior
52	Corient Private Wealth LLC	$733M	758,986	−6,225,838	trim
53	BNP Paribas Asset Management Holding S.A.	$703M	705,175	+77,762	add
54	STIFEL FINANCIAL CORP	$701M	702,918	−20,959	trim
55	FIRST TRUST ADVISORS LP	$690M	692,252	+105,782	add
56	VOYA INVESTMENT MANAGEMENT LLC	$686M	688,005	+580,897	add
57	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$685M	687,142	−15,252	trim
58	PARNASSUS INVESTMENTS, LLC	$673M	675,504	+13,057	add
59	NATIONAL BANK OF CANADA /FI/	$660M	662,080	−123,345	trim
60	APG Asset Management N.V.	$657M	759,919	+88,036	add
61	Swedbank AB	$641M	643,451	+1,410	add
62	ProShare Advisors LLC	$625M	627,658	−141,966	trim
63	Emerald Advisors, LLC	$620M	622,528	−17,234	trim
64	ENVESTNET ASSET MANAGEMENT INC	$615M	617,064	+52,193	add
65	Baird Financial Group, Inc.	$613M	615,148	+615,148	new
66	Capital Research Global Investors	$605M	607,220	+31,507	add
67	CITIGROUP INC	$603M	605,071	+58,672	add
68	CITADEL ADVISORS LLC	$543M	544,795	−69,823	trim
69	BLAIR WILLIAM & CO/IL	$519M	521,277	+95	add
70	US BANCORP \DE\	$511M	512,520	−5,428	trim
71	NEW YORK STATE COMMON RETIREMENT FUND	$508M	510,239	+1,000	add
72	Assenagon Asset Management S.A.	$508M	509,685	−627,751	trim
73	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$498M	499,620	+98,400	add
74	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$496M	497,740	−491,886	trim
75	FEDERATED HERMES, INC.	$492M	493,417	+102,760	add
76	Bank Julius Baer & Co. Ltd, Zurich	$488M	490,078	−15,567	trim
77	1832 Asset Management L.P.	$469M	470,973	+143,184	add
78	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$445M	446,187	+198,949	add
79	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$440M	441,316	+25,888	add
80	PRUDENTIAL FINANCIAL INC	$439M	440,304	+23,450	add
81	Mariner, LLC	$436M	437,088	+40,755	add
82	HighTower Advisors, LLC	$433M	434,914	+15,396	add
83	Cerity Partners LLC	$432M	433,645	+27,872	add
84	Russell Investments Group, Ltd.	$431M	432,839	+18,545	add
85	Rockefeller Capital Management L.P.	$423M	424,493	+30,182	add
86	ADAGE CAPITAL PARTNERS GP, L.L.C.	$396M	397,677	+8,100	add
87	Chevy Chase Trust Holdings, LLC	$393M	394,177	+864	add
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$389M	390,518	−5,026	trim
89	Janus Henderson Group Ltd.	$387M	388,793	+2,630	add
90	SCOTIA CAPITAL INC.	$387M	388,703	−4,979	trim
91	VICTORY CAPITAL MANAGEMENT INC	$379M	380,396	+37,870	add
92	Man Group plc	$356M	357,691	−161,954	trim
93	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$356M	357,156	+44,598	add
94	COMMONWEALTH EQUITY SERVICES, LLC	$356M	356,884	−8,407	trim
95	Focus Partners Wealth	$355M	356,731	+8,133	add
96	Aberdeen Group plc	$353M	354,467	−1,631	trim
97	SCHRODER INVESTMENT MANAGEMENT GROUP	$350M	350,849	+23,467	add
98	DANSKE BANK A/S	$337M	338,388	+3,893	add
99	FIFTH THIRD BANCORP	$337M	337,985	+113,780	add
100	CHILTON INVESTMENT CO INC.	$335M	336,645	−59,905	trim
101	TD Waterhouse Canada Inc.	$335M	336,981	+150,513	add
102	KEYBANK NATIONAL ASSOCIATION/OH	$333M	333,826	−1,178	trim
103	Korea Investment CORP	$330M	331,124	+11,606	add
104	Universal- Beteiligungs- und Servicegesellschaft mbH	$328M	331,303	+10,746	add
105	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$319M	320,302	−13,321	trim
106	BROWN ADVISORY INC	$317M	317,765	−72,307	trim
107	CIBC WORLD MARKET INC.	$313M	313,653	−4,610	trim
108	NEOS Investment Management LLC	$307M	307,608	+67,702	add
109	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$301M	302,468	−26,000	trim
110	Creative Planning	$300M	301,233	+35,037	add
111	Quantinno Capital Management LP	$298M	298,945	+65,251	add
112	Robeco Institutional Asset Management B.V.	$290M	291,006	+21,504	add
113	OSAIC HOLDINGS, INC.	$290M	290,413	+27,203	add
114	Haverford Trust Co	$289M	290,156	−1,750	trim
115	TRUIST FINANCIAL CORP	$288M	289,081	−1,173	trim
116	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$284M	285,147	−541,561	trim
117	AustralianSuper Pty Ltd	$282M	283,139	+135,553	add
118	MARSHALL WACE, LLP	$263M	263,741	−248,289	trim
119	Ensign Peak Advisors, Inc	$251M	252,374	+45,057	add
120	WORLDQUANT MILLENNIUM ADVISORS LLC	$251M	251,518	−122,986	trim
121	Mirae Asset Global Investments Co., Ltd.	$247M	247,827	+29,434	add
122	NOMURA ASSET MANAGEMENT CO LTD	$247M	247,715	+30,336	add
123	MACKENZIE FINANCIAL CORP	$244M	244,552	+21,304	add
124	PFA Pension, Forsikringsaktieselskab	$242M	242,944	+242,944	new
125	Cetera Investment Advisers	$240M	241,260	+1,712	add
126	STATE OF WISCONSIN INVESTMENT BOARD	$240M	240,394	+8,151	add
127	Mitsubishi UFJ Trust & Banking Corp	$239M	239,506	+4,805	add
128	JONES FINANCIAL COMPANIES LLLP	$238M	241,960	+104,592	add
129	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$238M	238,385	−5,334	trim
130	Zurcher Kantonalbank (Zurich Cantonalbank)	$237M	238,147	+238,147	new
131	CIBC Bancorp USA Inc.	$237M	237,697	—	no prior
132	ROYAL LONDON ASSET MANAGEMENT LTD	$234M	234,997	+6,637	add
133	Pictet Asset Management Holding SA	$234M	234,706	−1,068	trim
134	BROWN BROTHERS HARRIMAN & CO	$233M	234,028	+2,231	add
135	Squarepoint Ops LLC	$228M	228,527	−141,814	trim
136	Asset Management One Co., Ltd.	$225M	226,244	−1,444	trim
137	SEI INVESTMENTS CO	$222M	223,003	+51,339	add
138	Greenbrier Partners Capital Management, LLC	$222M	222,472	−1,587	trim
139	Vanguard Investments Australia, Ltd.	$220M	221,192	—	no prior
140	CONGRESS ASSET MANAGEMENT CO	$215M	216,024	−1,451	trim
141	BANK OF NOVA SCOTIA	$215M	215,977	−163,155	trim
142	Allianz Asset Management GmbH	$215M	215,623	+57,936	add
143	PANAGORA ASSET MANAGEMENT INC	$214M	214,992	+43,679	add
144	Alphinity Investment Management Pty Ltd	$211M	211,876	−80,891	trim
145	CIBC Asset Management Inc	$208M	208,776	+1,892	add
146	HUNTINGTON NATIONAL BANK	$208M	208,614	+1,752	add
147	WELLINGTON MANAGEMENT GROUP LLP	$203M	203,309	+51,495	add
148	Sarasin & Partners LLP	$200M	200,399	+2,983	add
149	Banque Transatlantique SA	$199M	199,341	−12,621	trim
150	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$196M	196,388	−6,120	trim
151	Connor, Clark & Lunn Investment Management Ltd.	$195M	195,447	+89,739	add
152	Retirement Systems of Alabama	$194M	194,445	+32,002	add
153	M&T BANK CORP	$193M	193,664	−5,112	trim
154	LOOMIS SAYLES & CO L P	$192M	192,642	−18,511	trim
155	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$191M	192,109	+5,674	add
156	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$189M	189,802	−8,581	trim
157	Empower Advisory Group, LLC	$189M	189,531	+9,571	add
158	D.A. DAVIDSON & CO.	$189M	189,386	+994	add
159	Douglass Winthrop Advisors, LLC	$188M	188,814	−2,304	trim
160	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$182M	182,526	+68,110	add
161	Qube Research & Technologies Ltd	$180M	180,886	−421,746	trim
162	LAZARD ASSET MANAGEMENT LLC	$180M	180,870	+74,800	add
163	Resona Asset Management Co.,Ltd.	$176M	177,066	−2,468	trim
164	KLP KAPITALFORVALTNING AS	$164M	164,740	+5,680	add
165	WELCH & FORBES LLC	$161M	161,366	−979	trim
166	Steward Partners Investment Advisory, LLC	$161M	161,140	+21,888	add
167	TORONTO DOMINION BANK	$158M	159,052	−41,479	trim
168	Point72 Asset Management, L.P.	$155M	155,579	+122,112	add
169	NewEdge Advisors, LLC	$152M	152,950	−1,394	trim
170	State of New Jersey Common Pension Fund D	$152M	152,279	+99	add
171	NISSAY ASSET MANAGEMENT CORP /JAPAN	$152M	152,216	+29,703	add
172	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$151M	151,618	+8,357	add
173	MERCER GLOBAL ADVISORS INC /ADV	$150M	150,708	+22,747	add
174	Daiwa Securities Group Inc.	$149M	149,179	+5,995	add
175	Local Pensions Partnership Investment Ltd	$148M	148,500	−10,900	trim
176	EP Wealth Advisors, LLC	$148M	148,308	−1,476	trim
177	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$148M	148,141	−251,731	trim
178	BALYASNY ASSET MANAGEMENT L.P.	$145M	145,123	+100,146	add
179	BARTLETT & CO. WEALTH MANAGEMENT LLC	$142M	140,397	−613	trim
180	TEACHER RETIREMENT SYSTEM OF TEXAS	$142M	142,170	+1,741	add
181	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$141M	138,102	−3,961	trim
182	Eurizon Capital SGR S.p.A.	$141M	141,350	+84,912	add
183	ING GROEP NV	$139M	139,152	+86,434	add
184	Tidal Investments LLC	$137M	137,545	−4,544	trim
185	MILLENNIUM MANAGEMENT LLC	$136M	136,538	−155,358	trim
186	GUGGENHEIM CAPITAL LLC	$134M	134,581	−19,657	trim
187	Woodline Partners LP	$133M	133,545	+57,930	add
188	Nan Shan Life Insurance Co., Ltd.	$131M	131,842	+31,336	add
189	Epoch Investment Partners, Inc.	$131M	131,518	−21,895	trim
190	Tredje AP-fonden	$131M	131,195	+80,775	add
191	XPONANCE LLC	$130M	130,896	+8,465	add
192	MUFG Securities EMEA plc	$130M	130,549	+90,511	add
193	DAVENPORT & Co LLC	$126M	126,630	−232	trim
194	GLENMEDE TRUST CO NA	$125M	125,090	−832	trim
195	MetLife Investment Management, LLC	$123M	123,754	−3,905	trim
196	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$123M	123,162	+38,670	add
197	MARSICO CAPITAL MANAGEMENT LLC	$122M	122,850	−4,860	trim
198	Arizona State Retirement System	$121M	121,612	−4,805	trim
199	Czech National Bank	$120M	120,886	+4,026	add
200	Lido Advisors, LLC	$120M	120,300	+5,428	add
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$119M	119,669	−50,100	trim
202	IEQ CAPITAL, LLC	$119M	119,168	+25,931	add
203	Federation des caisses Desjardins du Quebec	$118M	118,736	+15,443	add
204	Bank Pictet & Cie (Europe) AG	$117M	117,254	0	no change
205	&PARTNERS	$117M	117,478	+4,476	add
206	COMMERCE BANK	$117M	116,977	+5,042	add
207	MML INVESTORS SERVICES, LLC	$117M	116,974	−16,892	trim
208	Zurich Insurance Group Ltd/FI	$114M	114,906	+114,906	new
209	Kestra Advisory Services, LLC	$113M	113,154	+8,826	add
210	NISA INVESTMENT ADVISORS, LLC	$113M	113,082	−3,454	trim
211	Boston Trust Walden Corp	$112M	112,809	−2,969	trim
212	KCM INVESTMENT ADVISORS LLC	$112M	112,385	−2,553	trim
213	Swiss Life Asset Management Ltd	$111M	131,275	+37,294	add
214	DAVIS R M INC	$109M	109,233	+1,493	add
215	ABN AMRO Bank N.V.	$108M	108,000	−18,761	trim
216	DnB Asset Management AS	$107M	107,670	+19,644	add
217	MAI Capital Management	$106M	106,578	+793	add
218	BRISTOL JOHN W & CO INC /NY/	$105M	105,530	−1,932	trim
219	AMF Tjanstepension AB	$104M	104,753	+9,832	add
220	ASR Vermogensbeheer N.V.	$104M	104,408	+1,796	add
221	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$103M	103,396	+310	add
222	Allspring Global Investments Holdings, LLC	$103M	103,141	+21,150	add
223	Sanctuary Advisors, LLC	$102M	102,748	−5,176	trim
224	ATALANTA SOSNOFF CAPITAL, LLC	$99.8M	100,126	+24,434	add
225	Evercore Wealth Management, LLC	$99.8M	100,119	−1,117	trim
226	CI INVESTMENTS INC.	$98.9M	99,247	+79,710	add
227	MOGY JOEL R INVESTMENT COUNSEL INC	$97.5M	97,829	−760	trim
228	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$97.4M	97,796	−1,718	trim
229	Sequoia Financial Advisors, LLC	$96.9M	97,275	+8,531	add
230	KORNITZER CAPITAL MANAGEMENT INC /KS	$96.3M	96,644	−1,302	trim
231	BOWEN HANES & CO INC	$95.2M	95,494	−200	trim
232	PUBLIC SECTOR PENSION INVESTMENT BOARD	$95.1M	95,446	+17,965	add
233	OP Asset Management Ltd	$94.7M	95,065	—	no prior
234	STOREBRAND ASSET MANAGEMENT AS	$94.0M	94,377	—	no prior
235	I.G.Y. Ltd	$94.0M	94,326	0	no change
236	Harvest Portfolios Group Inc.	$93.9M	94,204	+18,518	add
237	Pathstone Holdings, LLC	$93.8M	94,179	−1,649	trim
238	OPPENHEIMER & CO INC	$93.4M	93,698	+2,907	add
239	Rakuten Investment Management, Inc.	$91.8M	92,099	+9,878	add
240	GF FUND MANAGEMENT CO. LTD.	$91.0M	91,357	−10,076	trim
241	NORTHEAST INVESTMENT MANAGEMENT	$90.9M	91,179	−664	trim
242	Calamos Advisors LLC	$90.7M	91,006	+2,913	add
243	REGIONS FINANCIAL CORP	$88.9M	89,193	−2,490	trim
244	UMB Bank, n.a.	$88.1M	88,440	−1,519	trim
245	Badgley Phelps Wealth Managers, LLC	$88.1M	88,436	−2,598	trim
246	OFI INVEST ASSET MANAGEMENT	$87.2M	100,302	−34,760	trim
247	BENJAMIN EDWARDS INC	$85.7M	85,995	−2,086	trim
248	IFM Investors Pty Ltd	$85.7M	85,971	+1,842	add
249	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$85.1M	116,363	−10,039	trim
250	Aware Super Pty Ltd as trustee of Aware Super	$84.7M	85,043	—	no prior
251	Alecta Tjanstepension Omsesidigt	$84.6M	84,900	−22,800	trim
252	JACOBS LEVY EQUITY MANAGEMENT, INC	$84.5M	84,762	+10,109	add
253	NICHOLAS COMPANY, INC.	$84.2M	84,494	−3,782	trim
254	JOHNSON INVESTMENT COUNSEL INC	$84.1M	84,445	−87	trim
255	Norinchukin Bank, The	$83.8M	84,074	−1,910	trim
256	DONALDSON CAPITAL MANAGEMENT, LLC	$83.0M	83,273	−654	trim
257	QRG CAPITAL MANAGEMENT, INC.	$82.1M	82,419	+7,806	add
258	Midwest Trust Co	$81.4M	81,663	+5,200	add
259	CWM, LLC	$80.5M	80,747	+9,042	add
260	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$80.4M	80,677	−2,703	trim
261	KESTRA PRIVATE WEALTH SERVICES, LLC	$79.5M	79,754	+5,020	add
262	Vanguard Personalized Indexing Management, LLC	$78.3M	78,605	+9,408	add
263	AGF MANAGEMENT LTD	$77.6M	77,875	−68,652	trim
264	Pinnacle Financial Partners, Inc.	$77.6M	77,853	+600	add
265	Private Advisor Group, LLC	$75.7M	75,972	−2,048	trim
266	Fiera Capital Corp	$75.5M	75,752	+181	add
267	GATEWAY INVESTMENT ADVISERS LLC	$75.0M	75,291	−15,108	trim
268	Marex Group Ltd	$74.8M	75,075	+72,288	add
269	Destination Wealth Management	$74.5M	74,773	+834	add
270	SAPIENT CAPITAL LLC	$73.5M	73,737	−20,556	trim
271	Allworth Financial LP	$73.2M	73,427	+5,163	add
272	Capital International, Inc./CA/	$72.6M	72,815	+12,227	add
273	Utah Retirement Systems	$71.9M	72,165	−1,171	trim
274	USS Investment Management Ltd	$71.6M	71,888	+1,539	add
275	Susquehanna Portfolio Strategies, LLC	$69.9M	70,130	0	no change
276	WHITTIER TRUST CO	$68.6M	67,317	+2,701	add
277	Capital International Sarl	$68.0M	68,256	+3,521	add
278	MACQUARIE GROUP LTD	$67.7M	67,965	−25,716	trim
279	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$67.6M	67,867	−10,760	trim
280	Empowered Funds, LLC	$67.5M	67,791	+28,301	add
281	Performance Wealth Partners, LLC	$67.2M	67,407	−421	trim
282	Chesley Taft & Associates LLC	$67.0M	67,245	−1,422	trim
283	Lansforsakringar Fondforvaltning AB (publ)	$66.9M	67,097	−3,345	trim
284	Wealthfront Advisers LLC	$66.0M	66,236	+7,914	add
285	ASSETMARK, INC	$65.9M	66,108	+9,153	add
286	WINDWARD CAPITAL MANAGEMENT CO /CA	$65.4M	65,652	−917	trim
287	GUARDIAN CAPITAL LP	$64.6M	64,856	+8,841	add
288	Varma Mutual Pension Insurance Co	$63.7M	63,957	−1,500	trim
289	Capital Investment Counsel, Inc	$63.4M	63,595	−1,399	trim
290	Maple Capital Management, Inc.	$63.4M	63,594	−907	trim
291	Sumitomo Mitsui DS Asset Management Company, Ltd	$63.3M	63,513	+2,118	add
292	Hyperion Asset Management Ltd	$62.9M	63,106	−11,741	trim
293	INVESTMENT HOUSE LLC	$62.7M	62,913	−628	trim
294	Kimelman & Baird, LLC	$62.5M	62,722	−367	trim
295	Andra AP-fonden	$62.4M	62,622	+46,342	add
296	Nippon Life Global Investors Americas, Inc.	$61.9M	62,130	−1,560	trim
297	Smith Group Asset Management, LLC	$61.7M	61,895	+5,119	add
298	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$61.5M	61,672	+925	add
299	ABN AMRO INVESTMENT SOLUTIONS	$61.4M	61,585	+38,454	add
300	JUPITER ASSET MANAGEMENT LTD	$61.0M	61,258	0	no change
301	FLPUTNAM INVESTMENT MANAGEMENT CO	$60.6M	60,783	−342	trim
302	Clearstead Advisors, LLC	$59.7M	59,884	+12,489	add
303	AE Wealth Management LLC	$59.4M	59,645	−15,025	trim
304	SHELTON CAPITAL MANAGEMENT	$59.2M	59,387	−3,548	trim
305	Danica Pension, Livsforsikringsaktieselskab	$58.9M	59,098	+38,742	add
306	FIL Ltd	$58.5M	58,749	+7,187	add
307	Chicago Capital, LLC	$58.3M	58,514	−3,799	trim
308	NATIXIS	$57.4M	57,586	+11,813	add
309	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$57.3M	57,458	+4,160	add
310	Norman Fields, Gottscho Capital Management, LLC	$57.0M	57,185	−13	trim
311	Illinois Municipal Retirement Fund	$55.1M	55,270	−1,720	trim
312	Apollon Wealth Management, LLC	$54.8M	55,033	+7,834	add
313	Aljian Capital Management, LLC	$54.5M	54,656	−1,171	trim
314	Beacon Pointe Advisors, LLC	$54.3M	54,534	+5,582	add
315	Dakota Wealth Management	$53.6M	53,836	+2,790	add
316	Howard Capital Management Group, LLC	$53.6M	53,828	−1,384	trim
317	Vest Financial, LLC	$53.5M	53,711	+12,477	add
318	AXIOM INVESTORS LLC /DE	$53.0M	53,179	+17,771	add
319	INVICTUS PRIVATE WEALTH, LLC	$52.5M	52,692	+645	add
320	Stratos Wealth Partners, LTD.	$52.2M	52,397	−3,129	trim
321	Vinva Investment Management Ltd	$52.2M	52,389	+5,925	add
322	PITTENGER & ANDERSON INC	$51.9M	52,116	+448	add
323	YOUSIF CAPITAL MANAGEMENT, LLC	$51.3M	51,495	−2,251	trim
324	Freestone Grove Partners LP	$51.3M	51,481	+51,481	new
325	Cannell & Spears LLC	$51.0M	51,195	−306	trim
326	UNIO CAPITAL LLC	$50.9M	51,114	−5,859	trim
327	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$50.7M	50,882	+114	add
328	Candriam S.C.A.	$50.7M	50,860	+2,224	add
329	Retirement Planning Group, LLC	$50.5M	50,707	+612	add
330	STOCK YARDS BANK & TRUST CO	$50.3M	50,471	+601	add
331	J. Safra Sarasin Holding AG	$50.3M	50,469	+1,652	add
332	KING LUTHER CAPITAL MANAGEMENT CORP	$50.0M	50,204	+364	add
333	WORLDLY PARTNERS MANAGEMENT, LLC	$49.7M	49,874	−20,527	trim
334	Asset Advisors Investment Management, LLC	$49.2M	49,340	−591	trim
335	Waverly Advisors, LLC	$48.7M	48,900	+12,918	add
336	Violich Capital Management, Inc.	$48.2M	48,404	−729	trim
337	TRILLIUM ASSET MANAGEMENT, LLC	$48.2M	143,813	+95,401	add
338	RWA WEALTH PARTNERS, LLC	$47.7M	47,904	+131	add
339	Advisors Capital Management, LLC	$46.7M	46,873	+1,223	add
340	Main Street Research LLC	$46.0M	46,139	−16,227	trim
341	NOMURA HOLDINGS INC	$45.9M	46,015	−80,990	trim
342	Cumberland Partners Ltd	$45.4M	45,532	+3,134	add
343	Baltimore-Washington Financial Advisors, Inc.	$45.1M	45,254	+758	add
344	FOSTER DYKEMA CABOT & PARTNERS, LLC	$44.9M	45,089	−148	trim
345	BRIDGES INVESTMENT MANAGEMENT INC	$44.8M	45,009	−256	trim
346	Groupe la Francaise	$44.6M	44,997	−42	trim
347	CREDIT AGRICOLE S A	$43.5M	43,683	−46,634	trim
348	IMC-Chicago, LLC	$43.4M	43,605	+43,605	new
349	Equitable Holdings, Inc.	$43.4M	48,248	+8,585	add
350	Tandem Investment Advisors, Inc.	$43.3M	43,412	−7,379	trim
351	PRUDENTIAL PLC	$43.2M	43,342	+1,774	add
352	Mesirow Financial Investment Management, Inc.	$43.1M	43,295	+24	add
353	NORDEA INVESTMENT MANAGEMENT AB	$42.7M	43,112	−11,378	trim
354	Union Bancaire Privee, UBP SA	$42.2M	36,190	−3,359	trim
355	Merit Financial Group, LLC	$41.9M	42,027	+6,858	add
356	CHILTON CAPITAL MANAGEMENT LLC	$41.9M	42,013	−798	trim
357	YHB Investment Advisors, Inc.	$41.5M	41,615	−627	trim
358	FIDUCIARY TRUST CO	$41.2M	41,304	−809	trim
359	Walleye Capital LLC	$41.1M	41,275	+4,345	add
360	ZACKS INVESTMENT MANAGEMENT	$40.9M	41,030	+1,322	add
361	STEADFAST CAPITAL MANAGEMENT LP	$40.6M	40,750	−67,952	trim
362	ADELL HARRIMAN & CARPENTER INC	$40.2M	40,296	+343	add
363	Investment Management Corp of Ontario	$40.1M	40,257	−1,600	trim
364	MARCO INVESTMENT MANAGEMENT LLC	$40.1M	40,207	−31	trim
365	Annex Advisory Services, LLC	$40.0M	40,118	+606	add
366	Randolph Co Inc	$39.9M	40,074	+10	add
367	CAPITAL INTERNATIONAL LTD /CA/	$39.8M	39,951	+152	add
368	Freestone Capital Holdings, LLC	$39.6M	39,735	−334	trim
369	BAILARD, INC.	$39.4M	39,522	+168	add
370	Vident Advisory, LLC	$39.3M	39,430	+4,650	add
371	Cornerstone Advisors, LLC	$39.1M	39,204	+6,504	add
372	MARKEL GROUP INC.	$39.0M	39,150	0	no change
373	Vontobel Holding Ltd.	$38.5M	38,623	−1,267	trim
374	Rafferty Asset Management, LLC	$38.4M	38,530	−13,340	trim
375	CADINHA & CO LLC	$38.1M	38,284	−219	trim
376	CITIZENS FINANCIAL GROUP INC/RI	$38.1M	38,237	−1,017	trim
377	TruWealth Advisors, LLC	$38.0M	38,183	+1,156	add
378	HIGHLAND CAPITAL MANAGEMENT, LLC	$37.8M	37,954	−1,837	trim
379	TOKIO MARINE ASSET MANAGEMENT CO LTD	$37.6M	37,779	+3,851	add
380	United American Securities Inc. (d/b/a UAS Asset Management)	$37.2M	37,339	−286	trim
381	Advisors Asset Management, Inc.	$37.2M	37,305	+979	add
382	PARK NATIONAL CORP /OH/	$36.5M	36,619	+805	add
383	WHITTIER TRUST CO OF NEVADA INC	$36.4M	35,719	+1,784	add
384	Clarity Financial LLC	$36.2M	36,372	+127	add
385	MARTINGALE ASSET MANAGEMENT L P	$36.0M	36,143	−1,849	trim
386	OMERS ADMINISTRATION Corp	$35.8M	35,963	+8,286	add
387	PINNACLE ASSOCIATES LTD	$35.8M	35,904	+27	add
388	Carnegie Investment Counsel	$35.7M	35,842	−752	trim
389	RENAISSANCE GROUP LLC	$35.6M	35,719	+35,719	new
390	Atlantic Union Bankshares Corp	$35.3M	35,411	−152	trim
391	Verition Fund Management LLC	$35.2M	35,363	+17,416	add
392	NewEdge Wealth, LLC	$35.2M	35,321	+1,389	add
393	BARLOW WEALTH PARTNERS, LLC	$35.1M	35,110	+283	add
394	Birch Hill Investment Advisors LLC	$34.9M	35,039	−226	trim
395	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$34.8M	35,006	+4,833	add
396	INDEPENDENT FINANCIAL GROUP, LLC	$34.8M	34,887	—	no prior
397	Lincoln Capital LLC	$34.4M	34,545	−272	trim
398	Clearbridge Investments, LLC	$34.4M	34,526	−9,359	trim
399	BAR HARBOR WEALTH MANAGEMENT	$34.3M	34,403	−27	trim
400	Blue Chip Partners, LLC	$34.3M	34,381	+1,830	add
401	Cresset Asset Management, LLC	$33.8M	33,947	+384	add
402	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$33.4M	33,549	−97	trim
403	Ironvine Capital Partners, LLC	$33.4M	33,513	−10	trim
404	CWA Asset Management Group, LLC	$33.2M	33,352	−1,266	trim
405	NorthCrest Asset Manangement, LLC	$33.0M	32,528	−11,590	trim
406	Estabrook Capital Management	$32.9M	33,040	−91	trim
407	Madison Asset Management, LLC	$32.9M	33,040	+5,459	add
408	Jain Global LLC	$32.9M	33,013	+12,268	add
409	GENERAL AMERICAN INVESTORS CO INC	$32.9M	33,000	0	no change
410	DEARBORN PARTNERS LLC	$31.9M	32,064	−2,799	trim
411	PROFUND ADVISORS LLC	$31.6M	31,731	−6,447	trim
412	Elo Mutual Pension Insurance Co	$31.5M	31,578	−10,622	trim
413	UniSuper Management Pty Ltd	$31.4M	31,500	+481	add
414	COLDSTREAM CAPITAL MANAGEMENT INC	$31.4M	31,472	+4,509	add
415	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$31.3M	31,391	−31,315	trim
416	Private Wealth Partners, LLC	$30.8M	30,912	−265	trim
417	JANE STREET GROUP, LLC	$30.6M	30,668	−72,983	trim
418	HB Wealth Management, LLC	$30.5M	30,632	+3,235	add
419	B. Metzler seel. Sohn & Co. AG	$30.3M	30,425	−2,129	trim
420	Aptus Capital Advisors, LLC	$30.3M	30,381	−533	trim
421	Harbour Trust & Investment Management Co	$30.2M	30,261	+824	add
422	DIVERSIFY WEALTH MANAGEMENT, LLC	$30.1M	30,141	+17,470	add
423	Spire Wealth Management	$29.7M	29,798	+1,398	add
424	Aristotle Atlantic Partners, LLC	$29.3M	29,383	+154	add
425	FACTORY MUTUAL INSURANCE CO	$29.1M	29,200	+1,100	add
426	Banco Santander, S.A.	$29.1M	29,200	−4,256	trim
427	Allen Investment Management, LLC	$28.8M	179,396	+173,921	add
428	EULAV Asset Management	$28.6M	28,700	−27,400	trim
429	BOKF, NA	$28.3M	28,415	+1,822	add
430	Snowden Capital Advisors LLC	$28.3M	28,382	−1,796	trim
431	Rempart Asset Management Inc.	$27.9M	28,024	−3,333	trim
432	DAYMARK WEALTH PARTNERS, LLC	$27.9M	28,010	+615	add
433	OLD NATIONAL BANCORP /IN/	$27.5M	27,634	−3,441	trim
434	Bridgewater Associates, LP	$27.5M	27,618	−2,724	trim
435	Private Advisory Group LLC	$27.5M	27,602	+3,556	add
436	COMGEST GLOBAL INVESTORS S.A.S.	$27.4M	27,516	−89,213	trim
437	WEATHERLY ASSET MANAGEMENT L. P.	$27.3M	27,424	+27,424	new
438	Auxano Advisors, LLC	$27.2M	27,284	−132	trim
439	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$26.7M	26,842	−3,822	trim
440	MIZUHO SECURITIES USA LLC	$26.7M	26,834	−5,435	trim
441	AIA Group Ltd	$26.7M	26,816	+517	add
442	GODSEY & GIBB, INC	$26.7M	26,805	+4	add
443	Orion Porfolio Solutions, LLC	$26.7M	26,749	−6,977	trim
444	HANCOCK WHITNEY CORP	$26.4M	26,296	+26,296	new
445	EXCHANGE TRADED CONCEPTS, LLC	$26.3M	26,373	−4,315	trim
446	Prospera Financial Services Inc	$26.2M	26,316	−507	trim
447	Summit Financial, LLC	$26.1M	26,213	+7,796	add
448	ABSHER WEALTH MANAGEMENT, LLC	$25.9M	25,989	−750	trim
449	BECKER CAPITAL MANAGEMENT INC	$25.8M	25,936	−148	trim
450	EASTERN BANK	$25.8M	25,904	+4,512	add
451	DDD Partners, LLC	$25.7M	25,821	−89	trim
452	HOWLAND CAPITAL MANAGEMENT LLC	$25.7M	25,795	+16,054	add
453	Integrated Wealth Concepts LLC	$25.5M	25,592	+11,535	add
454	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$25.3M	25,439	−659	trim
455	SouthState Bank Corp	$25.3M	25,370	−520	trim
456	Gradient Investments LLC	$25.2M	25,309	−3,036	trim
457	HARTFORD INVESTMENT MANAGEMENT CO	$25.2M	25,293	−320	trim
458	Composition Wealth, LLC	$25.2M	25,253	−52	trim
459	Osmosis Investment Management UK Ltd	$25.2M	25,253	+3,722	add
460	LOS ANGELES CAPITAL MANAGEMENT LLC	$25.1M	25,158	−689	trim
461	Ameritas Investment Partners, Inc.	$25.0M	25,117	+81	add
462	Laird Norton Wetherby Trust Company, LLC	$24.8M	24,858	−369	trim
463	Independent Advisor Alliance	$24.7M	24,745	−1,311	trim
464	SALEM INVESTMENT COUNSELORS INC	$24.5M	24,622	+490	add
465	BLB&B Advisors, LLC	$24.5M	24,576	+196	add
466	MIDDLETON & CO INC/MA	$24.4M	24,516	−149	trim
467	MEITAV INVESTMENT HOUSE LTD	$24.3M	24,413	−21,533	trim
468	BALDWIN WEALTH PARTNERS LLC/MA	$24.3M	24,384	−12,860	trim
469	JAG CAPITAL MANAGEMENT, LLC	$24.2M	24,330	+7,919	add
470	KELLY LAWRENCE W & ASSOCIATES INC/CA	$24.2M	24,323	−135	trim
471	DIVIDEND ASSETS CAPITAL, LLC	$23.9M	24,016	−1,688	trim
472	L. Roy Papp & Associates, LLP	$23.8M	23,840	−790	trim
473	Mutual Advisors, LLC	$23.7M	23,827	+3,710	add
474	STRATEGIC PLANNING GROUP, LLC	$23.7M	23,816	−1,794	trim
475	National Mutual Insurance Federation of Agricultural Cooperatives	$23.6M	23,700	0	no change
476	Penobscot Investment Management Company, Inc.	$23.6M	23,664	+987	add
477	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$23.6M	23,656	−37	trim
478	RITHOLTZ WEALTH MANAGEMENT	$23.4M	23,487	+2,256	add
479	Brevan Howard Capital Management LP	$23.4M	23,483	+16,522	add
480	Voleon Capital Management LP	$23.1M	23,161	+9,162	add
481	Sterling Capital Management LLC	$23.1M	23,151	+359	add
482	ZEGA Investments, LLC	$22.8M	22,858	+6,708	add
483	Dai-ichi Life Insurance Company, Ltd	$22.7M	22,830	−240	trim
484	Azimuth Capital Investment Management LLC	$22.7M	22,827	−1,489	trim
485	OAKMONT Corp	$22.6M	22,716	+581	add
486	BRAUN STACEY ASSOCIATES INC	$22.6M	22,643	+143	add
487	Vestmark Advisory Solutions, Inc.	$22.6M	22,637	+8,674	add
488	Argent Trust Co	$22.4M	22,523	−252	trim
489	J.W. COLE ADVISORS, INC.	$22.4M	22,513	−59	trim
490	Lombard Odier Asset Management (Switzerland) SA	$22.4M	22,440	+3,200	add
491	AMI ASSET MANAGEMENT CORP	$22.3M	22,407	−651	trim
492	OAK RIDGE INVESTMENTS LLC	$22.3M	22,378	+261	add
493	Maryland State Retirement & Pension System	$22.3M	22,351	+120	add
494	Borer Denton & Associates, Inc.	$22.1M	22,208	−378	trim
495	FIRST NATIONAL BANK OF OMAHA	$22.1M	22,176	+317	add
496	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$22.1M	22,160	−939	trim
497	WOODSTOCK CORP	$21.9M	21,931	−234	trim
498	ALBION FINANCIAL GROUP /UT	$21.8M	21,869	+4	add
499	Northstar Group, Inc.	$21.7M	21,816	−63	trim
500	Perigon Wealth Management, LLC	$21.7M	21,737	−465	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · COST

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Dan Newhouse R–WA-4 $2K–$30K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $17.0M held
Trimming: 3 Bridgewater Associates, Gotham Asset Management, Caxton Associates $47.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · COSTCO WHOLESALE CORPORATION

Merged timeline of congressional filings and notable-manager moves on COST
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Purchase	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	new	+17,013 sh
2026-05-15	Bridgewater Associates 13F	trim	−2,724 sh
2026-05-15	Gotham Asset Management 13F	trim	−2,690 sh
2026-05-14	Caxton Associates 13F	trim	−94 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

63 members of Congress disclosed COST — the congressional view ↗