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MO · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MOCOST
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MO
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterMOCOST
Q3 202025 holders, $9.6bn32 holders, $15.4bn
Q4 202017 holders, $9.9bn30 holders, $15.3bn
Q1 202117 holders, $12.6bn29 holders, $13.4bn
Q2 202120 holders, $11.9bn25 holders, $15.5bn
Q3 202120 holders, $11.3bn25 holders, $16.9bn
Q4 202118 holders, $10.5bn27 holders, $20.5bn
Q1 202224 holders, $12.1bn32 holders, $19.9bn
Q2 202229 holders, $8.5bn30 holders, $15.8bn
Q3 202225 holders, $7.6bn33 holders, $16.0bn
Q4 202222 holders, $8.4bn33 holders, $32.7bn
Q1 202324 holders, $9.0bn29 holders, $14.9bn
Q2 202319 holders, $9.0bn37 holders, $16.0bn
Q3 202321 holders, $7.3bn30 holders, $16.8bn
Q4 202319 holders, $6.5bn26 holders, $20.1bn
Q1 202420 holders, $7.3bn29 holders, $21.5bn
Q2 202420 holders, $7.3bn31 holders, $24.7bn
Q3 202420 holders, $7.3bn28 holders, $24.7bn
Q4 202419 holders, $7.3bn34 holders, $26.0bn
Q1 202519 holders, $8.1bn35 holders, $28.2bn
Q2 202520 holders, $6.1bn36 holders, $29.4bn
Q3 202527 holders, $6.7bn35 holders, $26.7bn
Q4 202522 holders, $4.7bn40 holders, $34.6bn
Q1 202622 holders, $6.2bn40 holders, $36.1bn
Q2 202621 holders, $8.8bn38 holders, $35.5bn
MO

Altria Group Inc

Holders
19
Reported value
$6.5bn
Buyers
15
Sellers
5

Breadth +10 among 93 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
26
Reported value
$20.1bn
Buyers
15
Sellers
12

Breadth +3 among 93 comparable managers.

Consumer staples

Who holds both, Q4 2023

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MO (8)

Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Millennium Management LLC, Tudor Investment Corp

Only COST (15)

Brevan Howard Capital Management LP, Citadel Advisors LLC, Eisler Capital Management Ltd, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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