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COSTCO WHOLESALE CORP /NEW
/ Institutional moves
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Costco Wholesale Corp /New
Institutional position changes, all quarters
872 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Trimmed
BlackRock, Inc.
Jun 30, 2026
-896,687
-2.6%
34,202,834
$838.82M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+237,792
+1.3%
18,384,951
$222.45M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+154,842
+15%
1,160,998
$144.84M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-121,100
-100%
0
$104.43M
high
Exited
Quadrature Capital Ltd
Jun 30, 2026
-107,724
-100%
0
$92.89M
high
Added
LPL Financial LLC
Jun 30, 2026
+79,061
+7.4%
1,145,398
$73.96M
high
Added
DEUTSCHE BANK AG
Jun 30, 2026
+48,446
+3.4%
1,463,192
$45.32M
medium
Trimmed
Victory Capital Management, Inc.
Jun 30, 2026
-33,082
-8.7%
347,314
$30.95M
medium
Trimmed
WORLDLY PARTNERS MANAGEMENT, LLC
Jun 30, 2026
-27,133
-39%
43,268
$25.38M
medium
Trimmed
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
-11,837
-12%
89,596
$11.07M
medium
Trimmed
WINTON GROUP Ltd
Jun 30, 2026
-11,611
-70%
4,960
$10.86M
medium
Exited
Plato Investment Management Ltd
Jun 30, 2026
-12,287
-100%
0
$10.65M
medium
Added
Lido Advisors, LLC
Jun 30, 2026
+9,067
+7.9%
123,939
$8.48M
medium
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+6,686
+5.0%
140,552
$6.25M
medium
Exited
ONTARIO TEACHERS PENSION PLAN BOARD
Jun 30, 2026
-6,187
-100%
0
$5.34M
medium
Added
Wealthfront Advisers LLC
Jun 30, 2026
+4,460
+7.6%
62,782
$4.17M
low
Trimmed
Auxano Advisors, LLC
Jun 30, 2026
-4,058
-15%
23,358
$3.80M
low
Added
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
+4,054
+101%
8,052
$3.79M
low
Trimmed
Arizona State Retirement System
Jun 30, 2026
-3,312
-2.6%
123,105
$3.10M
low
Trimmed
EVEXIA WEALTH LLC
Jun 30, 2026
-2,081
-19%
9,151
$1.99M
low
Added
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
+2,083
+4.4%
49,856
$1.95M
low
Trimmed
OAKMONT Corp
Jun 30, 2026
-1,977
-8.9%
20,158
$1.85M
low
Trimmed
Park State Asset Management
Jun 30, 2026
-1,975
-28%
5,000
$1.85M
low
Trimmed
The PNC Financial Services Group, Inc.
Jun 30, 2026
-1,929
-0.3%
624,365
$1.80M
low
Trimmed
GPM Growth Investors, Inc.
Jun 30, 2026
-1,692
-16%
9,169
$1.58M
low
New
JLB & ASSOCIATES INC
Jun 30, 2026
+1,677
New
1,677
$1.57M
low
Added
CCG WEALTH MANAGEMENT, LLC
Jun 30, 2026
+1,632
+139%
2,809
$1.53M
low
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-1,628
-72%
638
$1.52M
low
Exited
AlphaQuest LLC
Jun 30, 2026
-1,764
-100%
0
$1.52M
low
Added
Cornerstone Advisors, LLC
Jun 30, 2026
+1,587
+4.9%
34,287
$1.48M
low
Added
Harbour Wealth Management Group, Inc.
Jun 30, 2026
+1,375
+129%
2,444
$1.29M
low
Added
Game Plan Financial Advisors, LLC
Jun 30, 2026
+1,251
+53%
3,622
$1.17M
low
Trimmed
Fiera Capital Corp
Jun 30, 2026
-1,246
-1.6%
74,325
$1.17M
low
Added
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
+1,202
+39%
4,268
$1.12M
low
Trimmed
Dakota Wealth Management
Jun 30, 2026
-1,201
-2.4%
49,845
$1.12M
low
Added
Texas Capital Bank Wealth Management Services Inc
Jun 30, 2026
+1,172
+11%
12,100
$1.10M
low
Trimmed
Guardian Capital, LLC
Jun 30, 2026
-1,145
-39%
1,799
$1.07M
low
Added
International Private Wealth Advisors LLC
Jun 30, 2026
+1,129
+34%
4,452
$1.06M
low
Added
Focused Wealth Management, Inc
Jun 30, 2026
+1,126
+422%
1,393
$1.05M
low
New
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Jun 30, 2026
+1,100
New
1,100
$1.03M
low
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-1,018
-2.6%
38,236
$952.3K
low
New
RICE HALL JAMES & ASSOCIATES, LLC
Jun 30, 2026
+1,000
New
1,000
$935.5K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+989
+26%
4,723
$925.2K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+979
+10%
10,659
$915.8K
low
Added
SG Americas Securities, LLC
Jun 30, 2026
+955,931
+117%
1,773,372
$894.2K
low
Trimmed
Panoramic Capital Partners, LLC
Jun 30, 2026
-927
-54%
795
$867.2K
low
Trimmed
Aljian Capital Management, LLC
Jun 30, 2026
-926
-1.7%
54,901
$866.2K
low
Trimmed
HFR Wealth Management, LLC
Jun 30, 2026
-859
-4.6%
17,850
$803.6K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-836
-44%
1,060
$782.1K
low
Trimmed
MQS Management LLC
Jun 30, 2026
-783
-75%
262
$732.5K
low
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