Guru Ownership Trend
Guru Analysis for Costco Wholesale Corporation (COST)
Costco Wholesale Corporation (COST), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.66 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.92 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 37.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.05% | Add 1.1% | 3,145,241 | $2.91 B | Q3 2025 | |
| 0.22% | Reduce -37.4% | 377,416 | $345.58 M | Q3 2025 | |
| 1.04% | Add 8200.4% | 238,885 | $221.12 M | Q3 2025 | |
| 0.15% | Add 65.6% | 41,494 | $38.41 M | Q3 2025 | |
| 0.29% | 39,150 | $36.24 M | Q3 2025 | ||
| 0.06% | Reduce -1.9% | 16,049 | $14.86 M | Q3 2025 | |
| 0.02% | New Buy | 13,024 | $12.06 M | Q3 2025 | |
| 0.08% | Add 0.6% | 8,446 | $7.82 M | Q3 2025 | |
| 1.02% | Reduce -0.3% | 7,899 | $7.31 M | Q3 2025 | |
| 0.05% | Reduce -0.2% | 4,624 | $4.28 M | Q3 2025 | |
| 0.03% | Add 1.0% | 3,221 | $2.98 M | Q3 2025 | |
| 0.01% | Reduce -7.1% | 2,044 | $1.89 M | Q3 2025 | |
| 0.01% | 240 | $221,837 | Q3 2025 | ||
| 0.00% | New Buy | 61 | $56,463 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Costco Wholesale Corporation (COST)
Major holders include Ken Fisher ($2.91 B), Cliff Asness ($345.58 M), Jefferies Group ($221.12 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 3.9 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.92 M, with 7 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited COST. The total reported sell value was $207.17 M.
Yes, 2 managers opened new positions in COST, and 5 increased their existing holdings. The total reported buy value was $278.1 M.