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WMT · 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.

WMTCOST
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.
  • WMT
  • COST
0204060202120222023202420252026
Holders and value by quarter
QuarterWMTCOST
Q3 202032 holders, $10.1bn32 holders, $15.4bn
Q4 202034 holders, $10.4bn30 holders, $15.3bn
Q1 202132 holders, $9.4bn29 holders, $13.4bn
Q2 202135 holders, $11.0bn25 holders, $15.5bn
Q3 202137 holders, $11.6bn25 holders, $16.9bn
Q4 202133 holders, $11.3bn27 holders, $20.5bn
Q1 202231 holders, $12.8bn32 holders, $19.9bn
Q2 202229 holders, $9.3bn30 holders, $15.8bn
Q3 202229 holders, $9.7bn33 holders, $16.0bn
Q4 202230 holders, $10.2bn33 holders, $32.7bn
Q1 202345 holders, $13.0bn29 holders, $14.9bn
Q2 202340 holders, $13.6bn37 holders, $16.0bn
Q3 202336 holders, $12.9bn30 holders, $16.8bn
Q4 202334 holders, $13.1bn26 holders, $20.1bn
Q1 202432 holders, $14.9bn29 holders, $21.5bn
Q2 202433 holders, $15.3bn31 holders, $24.7bn
Q3 202431 holders, $16.8bn28 holders, $24.7bn
Q4 202439 holders, $17.8bn34 holders, $26.0bn
Q1 202532 holders, $15.1bn35 holders, $28.2bn
Q2 202543 holders, $18.0bn36 holders, $29.4bn
Q3 202540 holders, $20.5bn35 holders, $26.7bn
Q4 202538 holders, $24.3bn40 holders, $34.6bn
Q1 202634 holders, $32.2bn40 holders, $36.1bn
Q2 202637 holders, $30.4bn38 holders, $35.5bn
WMT

Walmart Inc

Holders
38
Reported value
$24.3bn
Buyers
21
Sellers
26

Breadth -5 among 92 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
40
Reported value
$34.6bn
Buyers
28
Sellers
13

Breadth +15 among 92 comparable managers.

Consumer staples

Who holds both, Q4 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only WMT (6)

Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Jane Street Group LLC, Soros Fund Management LLC, Tudor Investment Corp

Only COST (8)

Balyasny Asset Management LLC, Caxton Associates LLP, Markel Group Inc, MFS Investment Management, Steadfast Capital Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC

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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