COST · News · 20260908N

Institutional Ownership Changes

COSTCO WHOLESALE CORP /NEW · 2026-09-08 · 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

• BNP Paribas increased its stake in Costco by 523.4% in the second quarter and now owns 2,107 shares valued at $1.996 million. source
• Wellington Management Group LLP sold 5,751 shares of Costco in the second quarter (a 2.8% reduction) and retained 197,558 shares valued at approximately $184.8 million. source
• Empowered Funds LLC bought 100,519 shares of Costco valued at approximately $94,033,000 during the second quarter. source
• North Star Asset Management Inc. acquired 17,710 shares of Costco valued at approximately $16.6 million. source
• Field & Main Bank acquired 4,456 shares of Costco valued at approximately $4.17 million. source
• Livforsakringsbolaget Skandia Omsesidigt acquired 4,871 shares of Costco valued at approximately $4,555,000. source
• Prosperitas Financial LLC acquired 4,846 shares of Costco valued at approximately $4.53 million. source
• Lombard Odier Asset Management Europe Ltd bought 653 shares of Costco valued at approximately $611,000. source