Who owns COST (COST)
Which tracked institutional funds hold COST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COST company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on COST is one-sided between 2025-Q4 and 2026-Q1: 1997 added or opened and 363 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
COST’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.1pp gap the other way — the median holder sizes COST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in COST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 4207 tracked filers holding COST, 2074 increased or opened the position and 1832 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in COST between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 122
- VANGUARD CAPITAL MANAGEMENT LLC$28.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$10.7B
- VANGUARD FIDUCIARY TRUST CO$2.6B
- Vanguard Global Advisers, LLC$968M
- VANGUARD ASSET MANAGEMENT, Ltd$770M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$440M
Full exits 134
- VANGUARD GROUP INC$37.6B
- Capitolis Liquid Global Markets LLC$358M
- TWO SIGMA ADVISERS, LP$288M
- CIBC WORLD MARKETS CORP$166M
- NewEdge Advisors, LLC$133M
- MARINER INVESTMENT GROUP LLC$108M
Largest adds
- Invesco Ltd.$5.5B
- BlackRock, Inc.$4.0B
- STATE STREET CORP$2.4B
- Capital International Investors$2.2B
- BANK OF AMERICA CORP /DE/$1.7B
- GEODE CAPITAL MANAGEMENT, LLC$1.7B
Largest trims
- Capital World Investors$1.4B
- RENAISSANCE TECHNOLOGIES LLC$578M
- Assenagon Asset Management S.A.$473M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$429M
- BNP PARIBAS FINANCIAL MARKETS$400M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$357M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 34,353,657 | $34.2B | 11.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 28,847,448 | $28.7B | 9.9% | 2026-Q1 |
| STATE STREET CORP added | 18,152,232 | $18.1B | 6.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,705,635 | $10.7B | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,659,224 | $10.6B | 3.7% | 2026-Q1 |
| MORGAN STANLEY added | 9,898,711 | $9.9B | 3.4% | 2026-Q1 |
| Invesco Ltd. added | 9,315,742 | $9.3B | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,515,031 | $7.5B | 2.6% | 2026-Q1 |
| FMR LLC added | 6,718,589 | $6.7B | 2.3% | 2026-Q1 |
| NORGES BANK trimmed | 5,608,976 | $5.3B | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,928,107 | $4.9B | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,039,916 | $4.0B | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,758,850 | $3.7B | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,400,303 | $3.4B | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,391,624 | $3.4B | 1.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,219,856 | $3.2B | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,213,809 | $3.2B | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,111,874 | $3.1B | 1.1% | 2026-Q1 |
| Nuveen, LLC added | 3,074,057 | $3.1B | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,907,419 | $2.9B | 1.0% | 2026-Q1 |
| Amundi added | 2,839,016 | $2.8B | 1.0% | 2026-Q1 |
| Capital International Investors added | 2,749,541 | $2.7B | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,576,040 | $2.6B | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,561,190 | $2.6B | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 2,504,233 | $2.5B | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 2,480,387 | $2.5B | 0.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,766,241 | $2.4B | 0.8% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 2,312,440 | $2.3B | 0.8% | 2026-Q1 |
| Capital World Investors trimmed | 2,034,165 | $2.0B | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,806,389 | $1.8B | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,684,707 | $1.7B | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,446,010 | $1.4B | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,438,786 | $1.4B | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,403,778 | $1.4B | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,369,928 | $1.4B | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,353,438 | $1.3B | 0.5% | 2026-Q1 |
| Swiss National Bank added | 1,302,660 | $1.3B | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,140,620 | $1.1B | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 1,113,122 | $1.1B | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,086,751 | $1.1B | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,077,949 | $1.1B | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,067,012 | $1.1B | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,049,993 | $1.0B | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,026,907 | $1.0B | 0.4% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 971,143 | $968M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 941,708 | $938M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 937,230 | $934M | 0.3% | 2026-Q1 |
| National Pension Service added | 933,576 | $930M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 892,222 | $889M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 885,158 | $882M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 876,126 | $873M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 874,793 | $872M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 817,441 | $815M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 816,202 | $813M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 815,308 | $812M | 0.3% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ trimmed | 777,695 | $775M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 772,379 | $770M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 758,986 | $733M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 705,175 | $703M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 702,918 | $701M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 692,252 | $690M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 688,005 | $686M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 687,142 | $685M | 0.2% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 675,504 | $673M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 669,797 | $667M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 662,080 | $660M | 0.2% | 2026-Q1 |
| APG Asset Management N.V. added | 759,919 | $657M | 0.2% | 2026-Q1 |
| Swedbank AB added | 643,451 | $641M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 630,814 | $629M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 627,658 | $625M | 0.2% | 2026-Q1 |
| Emerald Advisors, LLC trimmed | 622,528 | $620M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 617,064 | $615M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 615,148 | $613M | 0.2% | 2026-Q1 |
| Capital Research Global Investors added | 607,220 | $605M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 605,071 | $603M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 553,311 | $551M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 544,795 | $543M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 521,277 | $519M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 512,520 | $511M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 510,239 | $508M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 509,685 | $508M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 499,620 | $498M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 497,740 | $496M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 493,417 | $492M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 490,078 | $488M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 470,973 | $469M | 0.2% | 2026-Q1 |
| PROVIDENT TRUST CO trimmed | 470,364 | $469M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 463,378 | $462M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 446,187 | $445M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 441,316 | $440M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 440,304 | $439M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 440,250 | $439M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 437,088 | $436M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 434,914 | $433M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 433,645 | $432M | 0.1% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 426,863 | $425M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 424,493 | $423M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 397,677 | $396M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 397,430 | $396M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 43,614,400 | $37.6B | 13.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.