2026-07-08
No AI summary for this filing type
View Full Filing (SEC EDGAR)COST
COST 13F Investor Activity Report
Costco Wholesale CORP
+$82.9B
Net Activity
Data as of: 2026-03-31
Institutions Holding
4217
Popularity Rank
#18
Avg Weight
0.74%
Total Value
$313.4B
Ownership Trend
4217 institutions currently hold COST, with 2043 net buyers and 1739 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1739
Net Buying Institutions
2043
Key Holders
Key Holders
Top 5 by Value
Across its top 20 institutional holders, COST's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 18/100).
Quarterly Activity
Recent Activity
+$160.7B
Total Buy Value
$116.3B
Total Sell Value
New buy255
Trim1608
Add1788
Sold out131
2043
Net Buyers
1739
Net Sellers
Game Theory Scenarios
Bullish— Smart Money Convergence
Institutional accumulation outweighs insider selling
Signal Basis
Institutional net buyer count (2,043 vs 1,739) and net value change of +$38.4B indicate strong accumulation, while insider sales total only $4.79M over 90 days.
Confirmation
Continued institutional buying in next quarter's 13F would confirm sustained demand.
Invalidation Risk
A sharp increase in insider selling activity or a reversal in institutional flows would invalidate this bullish view.
These scenarios are AI-generated from this stock's institutional holders' SEC EDGAR Form 13F filings and describe historical patterns only. They are not a recommendation to buy or sell this stock; the filings behind this signal are linked below.
See the institutional 13F filings behind this signalSmart Money Convergence
COST does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/COST
Insider Trading (Form 4)
90d confidence
0
unique buyers
—
buy value
data as of 2026-07-22
12-Month Buy/Sell Activity
Mar 25
Jul 25
Oct 25
Jan 26
BuySell
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Adamo Claudine | 2026-03-09 | $732K |
| Sell | Jones Teresa A. | 2026-01-21 | $838K |
| Sell | DECKER SUSAN L | 2026-01-16 | $437K |
| Sell | Klauer James C | 2026-01-14 | $1.41M |
| Sell | Miller Russell D | 2026-01-09 | $1.37M |
| Sell | POLIT JAVIER | 2025-12-30 | $482K |
| Sell | POLIT JAVIER | 2025-12-29 | $1.78M |
| Sell | Wilcox William Richard | 2025-11-07 | $2.23M |
Form 144 Pre-Sale Notices
3
Filings (90d)
$2.82M
Total Est. Value
3K shares
Planned Shares
Last Filed 2026-06-23
| Filer | Filing Date | Est. Value |
|---|---|---|
| DENMAN KENNETH D | 2026-06-23 | $847K |
| Callans Patrick J | 2026-06-12 | $973K |
| Callans Patrick J | 2026-06-05 | $995K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
CUSIP
22160K105, 22025Y407, 22160k105
FAQ
Who are the top institutional investors holding COSTCO WHOLESALE CORP (COST)?
Major stakeholders currently include BlackRock, Inc. ($34.8B), Vanguard Capital Management LLC ($28.7B), State Street CORP ($18.1B). Based on the latest 13F filings, there are a total of 4217 tracked investment funds and institutions maintaining positions in COST.
What is the overall institutional sentiment toward COST recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $82.9B, driven by 2043 managers accumulating shares while 1739 reduced their exposure.
Which institutions have been selling or reducing their COST positions?
In the latest period, 1608 funds trimmed their holdings, and 131 managers completely exited their positions. The aggregate reported sell value was $116.3B.
Are there any notable investors adding COST to their portfolios?
Yes, buying activity remains notable. 255 institutions opened new positions in {ticker}, and 1788 existing holders added to their shares. The total reported buy value for the quarter amounted to $160.7B.
Related Stocks
Same Sector
Other stocks in the same GICS sector
WMT
Walmart INC
Institutions Holding
4,423
Total reported value
$357.7B
3536 institutions currently hold both COST and this stock
View detail
PG
Procter & Gamble Co/the
Institutions Holding
3,976
Total reported value
$233.8B
3250 institutions currently hold both COST and this stock
View detail
KO
Coca-cola Co/the
Institutions Holding
3,548
Total reported value
$246.0B
2948 institutions currently hold both COST and this stock
View detail
Trending Institutional Adds
The most-added stocks by 13F institutions this quarter
MSFT
Microsoft CORP
Institutions Holding
6,151
Total reported value
$2.1T
3246 13F institutions increased their position this quarter
View detail
AMZN
Amazon.com INC
Institutions Holding
5,958
Total reported value
$1.5T
3029 13F institutions increased their position this quarter
View detail
NVDA
Nvidia CORP
Institutions Holding
5,766
Total reported value
$3.0T
2744 13F institutions increased their position this quarter
View detail
Developer Access
Access COST's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/COSTCLI
npx alphasmo stocks get COST