COST · News · 20260904N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-04 · Importance 28 · Surprise 46

Institutional investors collectively owned 68.48% of Costco, with multiple firms initiating or expanding positions during the second quarter. Jefferies purchased 54,676 shares valued at approximately $51.15 million, while Empowered Funds bought 100,519 shares valued at approximately $94.03 million. BNP Paribas increased its position 523.4% to 2,107 shares worth approximately $1.996 million, while Strive Financial Group reduced its stake 73.4% to 530 shares valued at approximately $496,000. Wellington Management reduced its position 2.8%, selling 5,751 shares while retaining 197,558 shares valued at approximately $184.8 million.

Key facts

• Clear Harbor Asset Management LLC purchased 3,108 shares of Costco valued at approximately $2.9 million. source