COST Costco Wholesale Corporation
Costco Wholesale Corporation (COST) Institutional Ownership
What the institutions did with COST last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 57.2K | 18.1% |
| Violich Capital Management, Inc. | 45.1K | 14.3% |
| PARK NATIONAL CORP /OH/ | 33.2K | 10.5% |
| NEVILLE RODIE & SHAW INC | 27.2K | 8.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20.7K | 6.6% |
| EASTERN BANK | 18.6K | 5.9% |
| MassMutual Private Wealth & Trust, FSB | 15.4K | 4.9% |
| TOMPKINS FINANCIAL CORP | 11.8K | 3.8% |
| Defender Capital, LLC. | 11.6K | 3.7% |
| CapWealth Advisors, LLC | 8.7K | 2.8% |
| Coastline Trust Co | 8.7K | 2.8% |
| ROCKLAND TRUST CO | 8.0K | 2.6% |
| Eastover Investment Advisors LLC | 7.8K | 2.5% |
| Montecito Bank & Trust | 7.6K | 2.4% |
| CX Institutional | 7.2K | 2.3% |
| Polaris Financial Partners | 3.7K | 1.2% |
| Central Pacific Bank - Trust Division | 3.2K | 1.0% |
| ARGENT CAPITAL MANAGEMENT LLC | 2.5K | 0.8% |
| Olistico Wealth, LLC | 1.8K | 0.6% |
| Boltwood Capital Management | 1.7K | 0.6% |
| General Partner, Inc. | 1.5K | 0.5% |
| Versant Capital Management, Inc | 1.3K | 0.4% |
| Heartwood Wealth Advisors LLC | 1.2K | 0.4% |
| Roxbury Financial LLC | 1.2K | 0.4% |
| Adelphi Trust Co | 1.1K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | Reduced | 36.8K | 33.2K | -3.5K |
| NEVILLE RODIE & SHAW INC | Reduced | 30.4K | 27.2K | -3.2K |
| Violich Capital Management, Inc. | Reduced | 46.7K | 45.1K | -1.6K |
| Coastline Trust Co | Reduced | 10.2K | 8.7K | -1.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 21.7K | 20.7K | -946 |
| Central Pacific Bank - Trust Division | Reduced | 3.8K | 3.2K | -601 |
| TOMPKINS FINANCIAL CORP | Reduced | 12.4K | 11.8K | -540 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 15.9K | 15.4K | -515 |
| Versant Capital Management, Inc | Reduced | 1.6K | 1.3K | -274 |
| CX Institutional | Increased | 6.9K | 7.2K | +266 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 722 | 534 | -188 |
| Eastover Investment Advisors LLC | Reduced | 8.0K | 7.8K | -169 |
| CapWealth Advisors, LLC | Reduced | 8.9K | 8.7K | -129 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 480 | 368 | -112 |
| Stonebridge Financial Group, LLC | Reduced | 811 | 745 | -66 |
| Defender Capital, LLC. | Increased | 11.5K | 11.6K | +55 |
| EASTERN BANK | Reduced | 18.7K | 18.6K | -50 |
| General Partner, Inc. | Reduced | 1.6K | 1.5K | -50 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 362 | 314 | -48 |
| Heartwood Wealth Advisors LLC | Increased | 1.2K | 1.2K | +48 |
| Global Wealth Strategies & Associates | Increased | 463 | 508 | +45 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 57.2K | 57.2K | -42 |
| Montecito Bank & Trust | Reduced | 7.6K | 7.6K | -30 |
| Box Hill Private Wealth LLC | Reduced | 923 | 901 | -22 |
| Adelphi Trust Co | Increased | 1.1K | 1.1K | +20 |
| Ridgewood Investments LLC | Increased | 216 | 234 | +18 |
| GoalVest Advisory LLC | Increased | 472 | 486 | +14 |
| Boltwood Capital Management | Reduced | 1.8K | 1.7K | -13 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 728 | 717 | -11 |
| Olistico Wealth, LLC | Increased | 1.8K | 1.8K | +10 |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 2.5K | 2.5K | -10 |
| Noble Wealth Management PBC | Reduced | 203 | 194 | -9 |
| Roxbury Financial LLC | Reduced | 1.2K | 1.2K | -4 |
| ROCKLAND TRUST CO | Increased | 8.0K | 8.0K | +4 |
| Planning Strategies Inc. | Reduced | 24 | 20 | -4 |
| Frisco Financial Planning LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.