Public record / Tickers / COST

COST — COSTCO WHOLESALE CORP /NEW

Both disclosure regimes on one name: who in Congress filed about COST, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
215
all PTR rows naming COST
Members · 12m
8
7 buys · 4 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Purchase · traded 2021-08-25 → filed 2021-09-15. Ranked over every COST row by the provable lower bound, never a point estimate.

8 members · 7 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

49 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

32 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 32 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COST · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COST
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-30 +14d$1K–$15K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 215 ↗

Members active in COST

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing COST in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41$1.0K to $15.0K3
John Boozman R–AR1$1.0K to $15.0K6
Markwayne Mullin R–OK1$15.0K to $50.0K
Shelley Moore Capito R–WV1−$15.0K to −$1.0K4
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+17,013 sh
2026-05-15Bridgewater Associates 13Ftrim−2,724 sh
2026-05-15Gotham Asset Management 13Ftrim−2,690 sh
2026-05-14Caxton Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of COST for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$34.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$28.7B1
3STATE STREET CORP$18.1B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$10.7B1
5GEODE CAPITAL MANAGEMENT, LLC$10.6B1
6MORGAN STANLEY$9.9B1
7BANK OF AMERICA CORP /DE/$7.5B1
8FMR LLC$6.7B1
9NORTHERN TRUST CORP$4.9B1
10Invesco Ltd.$4.3B1
11JPMORGAN CHASE & CO$4.0B1
12ROYAL BANK OF CANADA$3.7B1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.4B1
14Bank of New York Mellon Corp$3.4B1
15Fisher Asset Management, LLC$3.2B1
16GOLDMAN SACHS GROUP INC$3.2B1
17WELLS FARGO & COMPANY/MN$3.1B1
18Nuveen, LLC$3.1B1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.9B1
20Amundi$2.8B1
21Capital International Investors$2.7B1
22VANGUARD FIDUCIARY TRUST CO$2.6B1
23Legal & General Group Plc$2.5B1
24UBS Group AG$2.5B1
25ALLIANCEBERNSTEIN L.P.$2.4B1
26JENNISON ASSOCIATES LLC$2.3B1
27Capital World Investors$2.0B1
28AMERICAN CENTURY COMPANIES INC$1.8B1
29DIMENSIONAL FUND ADVISORS LP$1.7B1
30AMERIPRISE FINANCIAL INC$1.4B1
31FRANKLIN RESOURCES INC$1.4B1
32RAYMOND JAMES FINANCIAL INC$1.4B1
33BANK OF MONTREAL /CAN/$1.4B1
34DEUTSCHE BANK AG\$1.3B1
35Swiss National Bank$1.3B1
36PRINCIPAL FINANCIAL GROUP INC$1.1B1
37LPL Financial LLC$1.1B1
38HSBC HOLDINGS PLC$1.1B1
39Mitsubishi UFJ Asset Management Co., Ltd.$1.1B1
40BARCLAYS PLC$1.1B1
41Sumitomo Mitsui Trust Group, Inc.$1.0B1
42AQR CAPITAL MANAGEMENT LLC$1.0B1
43Vanguard Global Advisers, LLC$968M1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$938M1
45TD ASSET MANAGEMENT INC$934M1
46National Pension Service$930M1
47Neuberger Berman Group LLC$889M1
48D. E. Shaw & Co., Inc.$882M1
49CANADA PENSION PLAN INVESTMENT BOARD$873M1
50TWO SIGMA INVESTMENTS, LP$872M1
51VANGUARD ASSET MANAGEMENT, Ltd$770M1
52Corient Private Wealth LLC$733M1
53BNP Paribas Asset Management Holding S.A.$703M1
54STIFEL FINANCIAL CORP$701M1
55FIRST TRUST ADVISORS LP$690M1
56VOYA INVESTMENT MANAGEMENT LLC$686M1
57CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$685M1
58PARNASSUS INVESTMENTS, LLC$673M1
59NATIONAL BANK OF CANADA /FI/$660M1
60APG Asset Management N.V.$657M1
61Swedbank AB$641M1
62ProShare Advisors LLC$625M1
63Emerald Advisors, LLC$620M1
64ENVESTNET ASSET MANAGEMENT INC$615M1
65Baird Financial Group, Inc.$613M1
66Capital Research Global Investors$605M1
67CITIGROUP INC$603M1
68CITADEL ADVISORS LLC$543M1
69BLAIR WILLIAM & CO/IL$519M1
70US BANCORP \DE\$511M1
71NEW YORK STATE COMMON RETIREMENT FUND$508M1
72Assenagon Asset Management S.A.$508M1
73CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$498M1
74ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$496M1
75FEDERATED HERMES, INC.$492M1
76Bank Julius Baer & Co. Ltd, Zurich$488M1
771832 Asset Management L.P.$469M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$445M1
79CAPITOLIS LIQUID GLOBAL MARKETS LLC$440M1
80PRUDENTIAL FINANCIAL INC$439M1
81Mariner, LLC$436M1
82HighTower Advisors, LLC$433M1
83Cerity Partners LLC$432M1
84Russell Investments Group, Ltd.$431M1
85Rockefeller Capital Management L.P.$423M1
86ADAGE CAPITAL PARTNERS GP, L.L.C.$396M1
87Chevy Chase Trust Holdings, LLC$393M1
88STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$389M1
89Janus Henderson Group Ltd.$387M1
90SCOTIA CAPITAL INC.$387M1
91VICTORY CAPITAL MANAGEMENT INC$379M1
92Man Group plc$356M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$356M1
94COMMONWEALTH EQUITY SERVICES, LLC$356M1
95Focus Partners Wealth$355M1
96Aberdeen Group plc$353M1
97SCHRODER INVESTMENT MANAGEMENT GROUP$350M1
98DANSKE BANK A/S$337M1
99FIFTH THIRD BANCORP$337M1
100CHILTON INVESTMENT CO INC.$335M1
101TD Waterhouse Canada Inc.$335M1
102KEYBANK NATIONAL ASSOCIATION/OH$333M1
103Korea Investment CORP$330M1
104Universal- Beteiligungs- und Servicegesellschaft mbH$328M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$319M1
106BROWN ADVISORY INC$317M1
107CIBC WORLD MARKET INC.$313M1
108NEOS Investment Management LLC$307M1
109WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$301M1
110Creative Planning$300M1
111Quantinno Capital Management LP$298M1
112Robeco Institutional Asset Management B.V.$290M1
113OSAIC HOLDINGS, INC.$290M1
114Haverford Trust Co$289M1
115TRUIST FINANCIAL CORP$288M1
116VOLORIDGE INVESTMENT MANAGEMENT, LLC$284M1
117AustralianSuper Pty Ltd$282M1
118MARSHALL WACE, LLP$263M1
119Ensign Peak Advisors, Inc$251M1
120WORLDQUANT MILLENNIUM ADVISORS LLC$251M1
121Mirae Asset Global Investments Co., Ltd.$247M1
122NOMURA ASSET MANAGEMENT CO LTD$247M1
123MACKENZIE FINANCIAL CORP$244M1
124PFA Pension, Forsikringsaktieselskab$242M1
125Cetera Investment Advisers$240M1
126STATE OF WISCONSIN INVESTMENT BOARD$240M1
127Mitsubishi UFJ Trust & Banking Corp$239M1
128JONES FINANCIAL COMPANIES LLLP$238M1
129LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$238M1
130Zurcher Kantonalbank (Zurich Cantonalbank)$237M1
131CIBC Bancorp USA Inc.$237M1
132ROYAL LONDON ASSET MANAGEMENT LTD$234M1
133Pictet Asset Management Holding SA$234M1
134BROWN BROTHERS HARRIMAN & CO$233M1
135Squarepoint Ops LLC$228M1
136Asset Management One Co., Ltd.$225M1
137SEI INVESTMENTS CO$222M1
138Greenbrier Partners Capital Management, LLC$222M1
139Vanguard Investments Australia, Ltd.$220M1
140CONGRESS ASSET MANAGEMENT CO$215M1
141BANK OF NOVA SCOTIA$215M1
142Allianz Asset Management GmbH$215M1
143PANAGORA ASSET MANAGEMENT INC$214M1
144Alphinity Investment Management Pty Ltd$211M1
145CIBC Asset Management Inc$208M1
146HUNTINGTON NATIONAL BANK$208M1
147WELLINGTON MANAGEMENT GROUP LLP$203M1
148Sarasin & Partners LLP$200M1
149Banque Transatlantique SA$199M1
150PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$196M1
151Connor, Clark & Lunn Investment Management Ltd.$195M1
152Retirement Systems of Alabama$194M1
153M&T BANK CORP$193M1
154LOOMIS SAYLES & CO L P$192M1
155NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$191M1
156NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$189M1
157Empower Advisory Group, LLC$189M1
158D.A. DAVIDSON & CO.$189M1
159Douglass Winthrop Advisors, LLC$188M1
160FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$182M1
161Qube Research & Technologies Ltd$180M1
162LAZARD ASSET MANAGEMENT LLC$180M1
163Resona Asset Management Co.,Ltd.$176M1
164KLP KAPITALFORVALTNING AS$164M1
165WELCH & FORBES LLC$161M1
166Steward Partners Investment Advisory, LLC$161M1
167TORONTO DOMINION BANK$158M1
168Point72 Asset Management, L.P.$155M1
169NewEdge Advisors, LLC$152M1
170State of New Jersey Common Pension Fund D$152M1
171NISSAY ASSET MANAGEMENT CORP /JAPAN$152M1
172DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$151M1
173MERCER GLOBAL ADVISORS INC /ADV$150M1
174Daiwa Securities Group Inc.$149M1
175Local Pensions Partnership Investment Ltd$148M1
176EP Wealth Advisors, LLC$148M1
177SUSQUEHANNA INTERNATIONAL GROUP, LLP$148M1
178BALYASNY ASSET MANAGEMENT L.P.$145M1
179BARTLETT & CO. WEALTH MANAGEMENT LLC$142M1
180TEACHER RETIREMENT SYSTEM OF TEXAS$142M1
181MASSACHUSETTS FINANCIAL SERVICES CO /MA/$141M1
182Eurizon Capital SGR S.p.A.$141M1
183ING GROEP NV$139M1
184Tidal Investments LLC$137M1
185MILLENNIUM MANAGEMENT LLC$136M1
186GUGGENHEIM CAPITAL LLC$134M1
187Woodline Partners LP$133M1
188Nan Shan Life Insurance Co., Ltd.$131M1
189Epoch Investment Partners, Inc.$131M1
190Tredje AP-fonden$131M1
191XPONANCE LLC$130M1
192MUFG Securities EMEA plc$130M1
193DAVENPORT & Co LLC$126M1
194GLENMEDE TRUST CO NA$125M1
195MetLife Investment Management, LLC$123M1
196O'SHAUGHNESSY ASSET MANAGEMENT, LLC$123M1
197MARSICO CAPITAL MANAGEMENT LLC$122M1
198Arizona State Retirement System$121M1
199Czech National Bank$120M1
200Lido Advisors, LLC$120M1
201STATE OF MICHIGAN RETIREMENT SYSTEM$119M1
202IEQ CAPITAL, LLC$119M1
203Federation des caisses Desjardins du Quebec$118M1
204Bank Pictet & Cie (Europe) AG$117M1
205&PARTNERS$117M1
206COMMERCE BANK$117M1
207MML INVESTORS SERVICES, LLC$117M1
208Zurich Insurance Group Ltd/FI$114M1
209Kestra Advisory Services, LLC$113M1
210NISA INVESTMENT ADVISORS, LLC$113M1
211Boston Trust Walden Corp$112M1
212KCM INVESTMENT ADVISORS LLC$112M1
213Swiss Life Asset Management Ltd$111M1
214DAVIS R M INC$109M1
215ABN AMRO Bank N.V.$108M1
216DnB Asset Management AS$107M1
217MAI Capital Management$106M1
218BRISTOL JOHN W & CO INC /NY/$105M1
219AMF Tjanstepension AB$104M1
220ASR Vermogensbeheer N.V.$104M1
221COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$103M1
222Allspring Global Investments Holdings, LLC$103M1
223Sanctuary Advisors, LLC$102M1
224ATALANTA SOSNOFF CAPITAL, LLC$99.8M1
225Evercore Wealth Management, LLC$99.8M1
226CI INVESTMENTS INC.$98.9M1
227MOGY JOEL R INVESTMENT COUNSEL INC$97.5M1
228CLIFFORD SWAN INVESTMENT COUNSEL LLC$97.4M1
229Sequoia Financial Advisors, LLC$96.9M1
230KORNITZER CAPITAL MANAGEMENT INC /KS$96.3M1
231BOWEN HANES & CO INC$95.2M1
232PUBLIC SECTOR PENSION INVESTMENT BOARD$95.1M1
233OP Asset Management Ltd$94.7M1
234STOREBRAND ASSET MANAGEMENT AS$94.0M1
235I.G.Y. Ltd$94.0M1
236Harvest Portfolios Group Inc.$93.9M1
237Pathstone Holdings, LLC$93.8M1
238OPPENHEIMER & CO INC$93.4M1
239Rakuten Investment Management, Inc.$91.8M1
240GF FUND MANAGEMENT CO. LTD.$91.0M1
241NORTHEAST INVESTMENT MANAGEMENT$90.9M1
242Calamos Advisors LLC$90.7M1
243REGIONS FINANCIAL CORP$88.9M1
244UMB Bank, n.a.$88.1M1
245Badgley Phelps Wealth Managers, LLC$88.1M1
246OFI INVEST ASSET MANAGEMENT$87.2M1
247BENJAMIN EDWARDS INC$85.7M1
248IFM Investors Pty Ltd$85.7M1
249WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$85.1M1
250Aware Super Pty Ltd as trustee of Aware Super$84.7M1
251Alecta Tjanstepension Omsesidigt$84.6M1
252JACOBS LEVY EQUITY MANAGEMENT, INC$84.5M1
253NICHOLAS COMPANY, INC.$84.2M1
254JOHNSON INVESTMENT COUNSEL INC$84.1M1
255Norinchukin Bank, The$83.8M1
256DONALDSON CAPITAL MANAGEMENT, LLC$83.0M1
257QRG CAPITAL MANAGEMENT, INC.$82.1M1
258Midwest Trust Co$81.4M1
259CWM, LLC$80.5M1
260UNITED CAPITAL FINANCIAL ADVISORS, LLC$80.4M1
261KESTRA PRIVATE WEALTH SERVICES, LLC$79.5M1
262Vanguard Personalized Indexing Management, LLC$78.3M1
263AGF MANAGEMENT LTD$77.6M1
264Pinnacle Financial Partners, Inc.$77.6M1
265Private Advisor Group, LLC$75.7M1
266Fiera Capital Corp$75.5M1
267GATEWAY INVESTMENT ADVISERS LLC$75.0M1
268Marex Group Ltd$74.8M1
269Destination Wealth Management$74.5M1
270SAPIENT CAPITAL LLC$73.5M1
271Allworth Financial LP$73.2M1
272Capital International, Inc./CA/$72.6M1
273Utah Retirement Systems$71.9M1
274USS Investment Management Ltd$71.6M1
275Susquehanna Portfolio Strategies, LLC$69.9M1
276WHITTIER TRUST CO$68.6M1
277Capital International Sarl$68.0M1
278MACQUARIE GROUP LTD$67.7M1
279BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$67.6M1
280Empowered Funds, LLC$67.5M1
281Performance Wealth Partners, LLC$67.2M1
282Chesley Taft & Associates LLC$67.0M1
283Lansforsakringar Fondforvaltning AB (publ)$66.9M1
284Wealthfront Advisers LLC$66.0M1
285ASSETMARK, INC$65.9M1
286WINDWARD CAPITAL MANAGEMENT CO /CA$65.4M1
287GUARDIAN CAPITAL LP$64.6M1
288Varma Mutual Pension Insurance Co$63.7M1
289Capital Investment Counsel, Inc$63.4M1
290Maple Capital Management, Inc.$63.4M1
291Sumitomo Mitsui DS Asset Management Company, Ltd$63.3M1
292Hyperion Asset Management Ltd$62.9M1
293INVESTMENT HOUSE LLC$62.7M1
294Kimelman & Baird, LLC$62.5M1
295Andra AP-fonden$62.4M1
296Nippon Life Global Investors Americas, Inc.$61.9M1
297Smith Group Asset Management, LLC$61.7M1
298NEW YORK LIFE INVESTMENT MANAGEMENT LLC$61.5M1
299ABN AMRO INVESTMENT SOLUTIONS$61.4M1
300JUPITER ASSET MANAGEMENT LTD$61.0M1
301FLPUTNAM INVESTMENT MANAGEMENT CO$60.6M1
302Clearstead Advisors, LLC$59.7M1
303AE Wealth Management LLC$59.4M1
304SHELTON CAPITAL MANAGEMENT$59.2M1
305Danica Pension, Livsforsikringsaktieselskab$58.9M1
306FIL Ltd$58.5M1
307Chicago Capital, LLC$58.3M1
308NATIXIS$57.4M1
309United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$57.3M1
310Norman Fields, Gottscho Capital Management, LLC$57.0M1
311Illinois Municipal Retirement Fund$55.1M1
312Apollon Wealth Management, LLC$54.8M1
313Aljian Capital Management, LLC$54.5M1
314Beacon Pointe Advisors, LLC$54.3M1
315Dakota Wealth Management$53.6M1
316Howard Capital Management Group, LLC$53.6M1
317Vest Financial, LLC$53.5M1
318AXIOM INVESTORS LLC /DE$53.0M1
319INVICTUS PRIVATE WEALTH, LLC$52.5M1
320Stratos Wealth Partners, LTD.$52.2M1
321Vinva Investment Management Ltd$52.2M1
322PITTENGER & ANDERSON INC$51.9M1
323YOUSIF CAPITAL MANAGEMENT, LLC$51.3M1
324Freestone Grove Partners LP$51.3M1
325Cannell & Spears LLC$51.0M1
326UNIO CAPITAL LLC$50.9M1
327OREGON PUBLIC EMPLOYEES RETIREMENT FUND$50.7M1
328Candriam S.C.A.$50.7M1
329Retirement Planning Group, LLC$50.5M1
330STOCK YARDS BANK & TRUST CO$50.3M1
331J. Safra Sarasin Holding AG$50.3M1
332KING LUTHER CAPITAL MANAGEMENT CORP$50.0M1
333WORLDLY PARTNERS MANAGEMENT, LLC$49.7M1
334Asset Advisors Investment Management, LLC$49.2M1
335Waverly Advisors, LLC$48.7M1
336Violich Capital Management, Inc.$48.2M1
337TRILLIUM ASSET MANAGEMENT, LLC$48.2M1
338RWA WEALTH PARTNERS, LLC$47.7M1
339Advisors Capital Management, LLC$46.7M1
340Main Street Research LLC$46.0M1
341NOMURA HOLDINGS INC$45.9M1
342Cumberland Partners Ltd$45.4M1
343Baltimore-Washington Financial Advisors, Inc.$45.1M1
344FOSTER DYKEMA CABOT & PARTNERS, LLC$44.9M1
345BRIDGES INVESTMENT MANAGEMENT INC$44.8M1
346Groupe la Francaise$44.6M1
347CREDIT AGRICOLE S A$43.5M1
348IMC-Chicago, LLC$43.4M1
349Equitable Holdings, Inc.$43.4M1
350Tandem Investment Advisors, Inc.$43.3M1
351PRUDENTIAL PLC$43.2M1
352Mesirow Financial Investment Management, Inc.$43.1M1
353NORDEA INVESTMENT MANAGEMENT AB$42.7M1
354Union Bancaire Privee, UBP SA$42.2M1
355Merit Financial Group, LLC$41.9M1
356CHILTON CAPITAL MANAGEMENT LLC$41.9M1
357YHB Investment Advisors, Inc.$41.5M1
358FIDUCIARY TRUST CO$41.2M1
359Walleye Capital LLC$41.1M1
360ZACKS INVESTMENT MANAGEMENT$40.9M1
361STEADFAST CAPITAL MANAGEMENT LP$40.6M1
362ADELL HARRIMAN & CARPENTER INC$40.2M1
363Investment Management Corp of Ontario$40.1M1
364MARCO INVESTMENT MANAGEMENT LLC$40.1M1
365Annex Advisory Services, LLC$40.0M1
366Randolph Co Inc$39.9M1
367CAPITAL INTERNATIONAL LTD /CA/$39.8M1
368Freestone Capital Holdings, LLC$39.6M1
369BAILARD, INC.$39.4M1
370Vident Advisory, LLC$39.3M1
371Cornerstone Advisors, LLC$39.1M1
372MARKEL GROUP INC.$39.0M1
373Vontobel Holding Ltd.$38.5M1
374Rafferty Asset Management, LLC$38.4M1
375CADINHA & CO LLC$38.1M1
376CITIZENS FINANCIAL GROUP INC/RI$38.1M1
377TruWealth Advisors, LLC$38.0M1
378HIGHLAND CAPITAL MANAGEMENT, LLC$37.8M1
379TOKIO MARINE ASSET MANAGEMENT CO LTD$37.6M1
380United American Securities Inc. (d/b/a UAS Asset Management)$37.2M1
381Advisors Asset Management, Inc.$37.2M1
382PARK NATIONAL CORP /OH/$36.5M1
383WHITTIER TRUST CO OF NEVADA INC$36.4M1
384Clarity Financial LLC$36.2M1
385MARTINGALE ASSET MANAGEMENT L P$36.0M1
386OMERS ADMINISTRATION Corp$35.8M1
387PINNACLE ASSOCIATES LTD$35.8M1
388Carnegie Investment Counsel$35.7M1
389RENAISSANCE GROUP LLC$35.6M1
390Atlantic Union Bankshares Corp$35.3M1
391Verition Fund Management LLC$35.2M1
392NewEdge Wealth, LLC$35.2M1
393BARLOW WEALTH PARTNERS, LLC$35.1M1
394Birch Hill Investment Advisors LLC$34.9M1
395BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$34.8M1
396INDEPENDENT FINANCIAL GROUP, LLC$34.8M1
397Lincoln Capital LLC$34.4M1
398Clearbridge Investments, LLC$34.4M1
399BAR HARBOR WEALTH MANAGEMENT$34.3M1
400Blue Chip Partners, LLC$34.3M1
401Cresset Asset Management, LLC$33.8M1
402KILEY JUERGENS WEALTH MANAGEMENT, LLC$33.4M1
403Ironvine Capital Partners, LLC$33.4M1
404CWA Asset Management Group, LLC$33.2M1
405NorthCrest Asset Manangement, LLC$33.0M1
406Estabrook Capital Management$32.9M1
407Madison Asset Management, LLC$32.9M1
408Jain Global LLC$32.9M1
409GENERAL AMERICAN INVESTORS CO INC$32.9M1
410DEARBORN PARTNERS LLC$31.9M1
411PROFUND ADVISORS LLC$31.6M1
412Elo Mutual Pension Insurance Co$31.5M1
413UniSuper Management Pty Ltd$31.4M1
414COLDSTREAM CAPITAL MANAGEMENT INC$31.4M1
415BEESE FULMER INVESTMENT MANAGEMENT, INC.$31.3M1
416Private Wealth Partners, LLC$30.8M1
417JANE STREET GROUP, LLC$30.6M1
418HB Wealth Management, LLC$30.5M1
419B. Metzler seel. Sohn & Co. AG$30.3M1
420Aptus Capital Advisors, LLC$30.3M1
421Harbour Trust & Investment Management Co$30.2M1
422DIVERSIFY WEALTH MANAGEMENT, LLC$30.1M1
423Spire Wealth Management$29.7M1
424Aristotle Atlantic Partners, LLC$29.3M1
425FACTORY MUTUAL INSURANCE CO$29.1M1
426Banco Santander, S.A.$29.1M1
427Allen Investment Management, LLC$28.8M1
428EULAV Asset Management$28.6M1
429BOKF, NA$28.3M1
430Snowden Capital Advisors LLC$28.3M1
431Rempart Asset Management Inc.$27.9M1
432DAYMARK WEALTH PARTNERS, LLC$27.9M1
433OLD NATIONAL BANCORP /IN/$27.5M1
434Bridgewater Associates, LP$27.5M1
435Private Advisory Group LLC$27.5M1
436COMGEST GLOBAL INVESTORS S.A.S.$27.4M1
437WEATHERLY ASSET MANAGEMENT L. P.$27.3M1
438Auxano Advisors, LLC$27.2M1
439BRIDGEWAY CAPITAL MANAGEMENT, LLC$26.7M1
440MIZUHO SECURITIES USA LLC$26.7M1
441AIA Group Ltd$26.7M1
442GODSEY & GIBB, INC$26.7M1
443Orion Porfolio Solutions, LLC$26.7M1
444HANCOCK WHITNEY CORP$26.4M1
445EXCHANGE TRADED CONCEPTS, LLC$26.3M1
446Prospera Financial Services Inc$26.2M1
447Summit Financial, LLC$26.1M1
448ABSHER WEALTH MANAGEMENT, LLC$25.9M1
449BECKER CAPITAL MANAGEMENT INC$25.8M1
450EASTERN BANK$25.8M1
451DDD Partners, LLC$25.7M1
452HOWLAND CAPITAL MANAGEMENT LLC$25.7M1
453Integrated Wealth Concepts LLC$25.5M1
454NORTH POINT PORTFOLIO MANAGERS CORP/OH$25.3M1
455SouthState Bank Corp$25.3M1
456Gradient Investments LLC$25.2M1
457HARTFORD INVESTMENT MANAGEMENT CO$25.2M1
458Composition Wealth, LLC$25.2M1
459Osmosis Investment Management UK Ltd$25.2M1
460LOS ANGELES CAPITAL MANAGEMENT LLC$25.1M1
461Ameritas Investment Partners, Inc.$25.0M1
462Laird Norton Wetherby Trust Company, LLC$24.8M1
463Independent Advisor Alliance$24.7M1
464SALEM INVESTMENT COUNSELORS INC$24.5M1
465BLB&B Advisors, LLC$24.5M1
466MIDDLETON & CO INC/MA$24.4M1
467MEITAV INVESTMENT HOUSE LTD$24.3M1
468BALDWIN WEALTH PARTNERS LLC/MA$24.3M1
469JAG CAPITAL MANAGEMENT, LLC$24.2M1
470KELLY LAWRENCE W & ASSOCIATES INC/CA$24.2M1
471DIVIDEND ASSETS CAPITAL, LLC$23.9M1
472L. Roy Papp & Associates, LLP$23.8M1
473Mutual Advisors, LLC$23.7M1
474STRATEGIC PLANNING GROUP, LLC$23.7M1
475National Mutual Insurance Federation of Agricultural Cooperatives$23.6M1
476Penobscot Investment Management Company, Inc.$23.6M1
477ARCADIA INVESTMENT MANAGEMENT CORP/MI$23.6M1
478RITHOLTZ WEALTH MANAGEMENT$23.4M1
479Brevan Howard Capital Management LP$23.4M1
480Voleon Capital Management LP$23.1M1
481Sterling Capital Management LLC$23.1M1
482ZEGA Investments, LLC$22.8M1
483Dai-ichi Life Insurance Company, Ltd$22.7M1
484Azimuth Capital Investment Management LLC$22.7M1
485OAKMONT Corp$22.6M1
486BRAUN STACEY ASSOCIATES INC$22.6M1
487Vestmark Advisory Solutions, Inc.$22.6M1
488Argent Trust Co$22.4M1
489J.W. COLE ADVISORS, INC.$22.4M1
490Lombard Odier Asset Management (Switzerland) SA$22.4M1
491AMI ASSET MANAGEMENT CORP$22.3M1
492OAK RIDGE INVESTMENTS LLC$22.3M1
493Maryland State Retirement & Pension System$22.3M1
494Borer Denton & Associates, Inc.$22.1M1
495FIRST NATIONAL BANK OF OMAHA$22.1M1
496FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$22.1M1
497WOODSTOCK CORP$21.9M1
498ALBION FINANCIAL GROUP /UT$21.8M1
499Northstar Group, Inc.$21.7M1
500Perigon Wealth Management, LLC$21.7M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)7 buy / 4 sell
Congress net ($ bound)−$39.0K to $136K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on COST

RETAINED WINDOW · ACTIVE HITS
Signal hits naming COST
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for COST · financials and macro

Financials — as filed PLANNED

COST's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: COST on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing