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Costco Wholesale (COST) Institutional Ownership

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+11.46 (+1.56%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Costco Wholesale (NASDAQ:COST)

Current
Institutional Ownership
Percentage
68.48%
Number of
Institutional Buyers
(last 12 months)
2310
Total
Institutional Inflows
(last 12 months)
$20.80B
Number of
Institutional Sellers
(last 12 months)
1787
Total
Institutional Outflows
(last 12 months)
$35.42B
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COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024BI Asset Management Fondsmaeglerselskab A S76,742$56.22M1.1%+24.3%0.017%
5/3/2024Boomfish Wealth Group LLC3,727$2.73M1.8%-7.2%0.001%
5/3/2024Pictet North America Advisors SA600$440K0.0%+9.1%0.000%
5/3/2024United Community Bank2,430$1.78M0.7%-1.6%0.001%
5/3/2024CapWealth Advisors LLC22,414$16.42M1.8%+0.1%0.005%
5/3/2024Peoples Bank OH1,299$952K0.5%-3.1%0.000%
5/3/2024Proficio Capital Partners LLC2,555$1.87M0.2%-63.6%0.001%
5/3/2024Liberty Wealth Management LLC698$512K0.1%-2.2%0.000%
5/3/2024Lorne Steinberg Wealth Management Inc.356$261K0.1%+6.0%0.000%
5/3/2024Central Pacific Bank Trust Division2,252$1.62M0.2%N/A0.001%
5/3/2024Rinkey Investments3,686$2.70M1.0%-0.9%0.001%
5/3/2024Smith Salley Wealth Management601$440K0.0%-85.0%0.000%
5/3/2024Absolute Capital Management LLC622$456K0.3%N/A0.000%
5/3/2024Wulff Hansen & CO.1,485$1.09M1.1%+125.0%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.30,339$22.23M0.6%+2.7%0.007%
5/3/2024Patron Partners LLC5,380$3.94M2.4%+2.1%0.001%
5/3/2024Whittier Trust Co.58,086$42.56M0.6%+1.2%0.013%
5/3/2024Integrity Financial Corp WA1,033$757K0.5%+41.3%0.000%
5/2/2024Mutual Advisors LLC14,053$10.30M0.3%+39.5%0.003%
5/2/2024Smart Money Group LLC728$526K0.2%+51.7%0.000%
5/2/2024Salomon & Ludwin LLC989$725K0.1%+8.6%0.000%
5/2/2024Boit C F David825$596K0.3%N/A0.000%
5/2/2024First Command Advisory Services Inc.1,732$1.27M0.0%+2.6%0.000%
5/2/2024USAdvisors Wealth Management LLC477$349K0.1%+4.1%0.000%
5/2/2024Blume Capital Management Inc.6,754$4.95M1.2%-1.6%0.002%
5/2/2024Financial Counselors Inc.86,694$63.52M1.1%-1.8%0.020%
5/2/2024Peregrine Asset Advisers Inc.3,514$2.57M1.0%+34.5%0.001%
5/2/2024Jennison Associates LLC3,246,755$2.38B1.6%-3.4%0.732%
5/2/2024Pacific Wealth Strategies Group Inc.292$214K0.2%N/A0.000%
5/2/2024Mutual of America Capital Management LLC61,962$45.40M0.5%+4.5%0.014%
5/2/2024Summit Financial Wealth Advisors LLC401$294K0.1%+16.6%0.000%
5/2/2024AAFMAA Wealth Management & Trust LLC2,299$1.68M0.9%+8.2%0.001%
5/2/2024Centerpoint Advisors LLC1,450$1.06M0.4%-1.0%0.000%
5/2/2024FORA Capital LLC9,712$7.12M0.6%N/A0.002%
5/2/2024Magnolia Capital Advisors LLC1,069$758K0.6%+8.9%0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC1,345$985K0.2%-10.2%0.000%
5/2/2024FinTrust Capital Advisors LLC1,088$797K0.2%-16.6%0.000%
5/2/2024Wright Investors Service Inc.5,730$4.20M1.1%+1.3%0.001%
5/2/2024Daiwa Securities Group Inc.80,769$59.17M0.3%+14.4%0.018%
5/2/2024Graypoint LLC2,751$2.02M0.1%+7.3%0.001%
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5/2/2024Haverford Trust Co310,239$227.29M2.4%-9.7%0.070%
5/2/2024Consolidated Planning Corp4,976$3.65M0.6%+28.8%0.001%
5/2/2024Pittenger & Anderson Inc.55,660$40.78M1.7%-0.5%0.013%
5/2/2024GSB Wealth Management LLC3,975$2.91M0.8%-4.4%0.001%
5/2/2024Quent Capital LLC2,349$1.72M0.2%+5.6%0.001%
5/2/2024Thompson Davis & CO. Inc.1,399$1.03M0.7%+1.3%0.000%
5/2/2024Gilbert & Cook Inc.405$297K0.0%-35.3%0.000%
5/2/2024Nordea Investment Management AB21,547$15.73M0.0%+2.1%0.005%
5/2/2024Vantage Financial Partners LLC511$375K0.1%+3.0%0.000%
5/2/2024Hosking Partners LLP112,665$82.54M3.0%+0.1%0.025%
5/2/2024Hendley & Co. Inc.3,258$2.39M0.9%-66.9%0.001%
5/2/2024Lincoln National Corp24,199$17.73M0.3%+6.5%0.005%
5/2/2024Almanack Investment Partners LLC.345$253K0.0%N/A0.000%
5/2/2024Bryn Mawr Capital Management LLC7,799$5.71M0.3%+22.6%0.002%
5/2/2024Mendel Money Management997$730K0.3%-200.5%0.000%
5/2/2024Fidelis Capital Partners LLC16,580$12.15M2.1%+9.2%0.004%
5/2/2024Goelzer Investment Management Inc.10,928$8.01M0.5%-14.2%0.002%
5/2/2024St. Louis Trust Co293$215K0.0%N/A0.000%
5/2/2024Alliance Wealth Management Group347$254K0.1%N/A0.000%
5/2/2024BNP Paribas475$348K0.0%N/A0.000%
5/2/2024Choreo LLC11,515$8.44M0.2%-5.0%0.003%
5/2/2024Tobam165$121K0.0%-56.3%0.000%
5/2/2024CNB Bank2,341$1.72M0.8%+3.6%0.001%
5/2/2024Tokio Marine Asset Management Co. Ltd.42,597$31.21M1.6%-2.4%0.010%
5/2/2024 Better Money Decisions LLC428$314K0.2%-8.7%0.000%
5/2/2024 Northeast Investment Management98,372$72.07M3.5%-0.7%0.022%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.3,425$2.51M0.6%-2.0%0.001%
5/2/2024 Crown Wealth Group LLC1,071$785K0.4%+15.0%0.000%
5/2/2024 Mckinley Capital Management LLC14,038$10.29M1.2%-11.7%0.003%
5/2/2024 Trust Co of Kansas8,012$5.87M3.2%-45.2%0.002%
5/2/2024 Lewis Asset Management LLC1,074$787K0.6%+2.5%0.000%
5/2/2024 Seelaus Asset Management LLC1,274$933K0.9%+6.3%0.000%
5/2/2024 Moloney Securities Asset Management LLC1,807$1.32M0.2%+5.9%0.000%
5/2/2024 Rockline Wealth Management LLC8,202$6.01M2.1%+1.9%0.002%
5/2/2024 Main Street Research LLC55,510$40.67M2.8%+9.5%0.013%
5/2/2024 Valley Brook Capital Group Inc.1,815$1.33M1.0%+8.7%0.000%
5/2/2024 Palisade Asset Management LLC715$524K0.1%-4.7%0.000%
5/2/2024 Greenwood Capital Associates LLC825$604K0.1%-11.5%0.000%
5/2/2024 Schulhoff & Co. Inc.1,451$1.06M0.5%-2.6%0.000%
5/2/2024 PDS Planning Inc2,040$1.49M0.2%+2.2%0.000%
5/2/2024 Argent Advisors Inc.1,309$959K0.4%-38.5%0.000%
5/2/2024 Pullen Investment Management LLC1,964$1.44M1.2%N/A0.000%
5/2/2024 Fortem Financial Group LLC2,106$1.54M0.7%-3.7%0.000%
5/1/2024 GLOBALT Investments LLC GA3,692$2.71M0.1%-2.7%0.001%
5/1/2024 Capital Investment Counsel Inc65,064$47.67M8.2%-9.0%0.015%
5/1/2024 Schear Investment Advisers LLC3,890$2.85M2.3%+2.9%0.001%
5/1/2024 Resonant Capital Advisors LLC5,494$4.03M0.3%+2.5%0.001%
5/1/2024 Connecticut Wealth Management LLC7,424$5.44M0.3%-0.4%0.002%
5/1/2024 KFA Private Wealth Group LLC489$358K0.1%+15.3%0.000%
5/1/2024 1834 Investment Advisors Co.1,705$1.25M0.1%-1.7%0.000%
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5/1/2024 Janney Montgomery Scott LLC113,625$83.25M0.2%+0.3%0.026%
5/1/2024 Precision Wealth Strategies LLC2,011$1.47M1.4%N/A0.000%
5/1/2024 Peterson Wealth Services14,228$10.42M3.8%-6.2%0.003%
5/1/2024 CWS Financial Advisors LLC594$435K0.2%-26.3%0.000%
5/1/2024 Blue Trust Inc.3,477$2.55M0.0%-15.2%0.001%
5/1/2024 Ballast Advisors LLC2,042$1.50M0.5%+2.2%0.000%
5/1/2024 Centric Wealth Management1,721$1.24M0.4%+66.6%0.000%
5/1/2024 Oak Ridge Investments LLC15,958$11.69M1.2%+3.8%0.004%
5/1/2024 Meitav Investment House Ltd.74,854$54.85M1.1%-41.7%0.017%
5/1/2024 Alta Wealth Advisors LLC4,627$3.39M1.7%-0.5%0.001%
(Data available from 1/1/2016 forward)

COST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COST shares?

During the previous two years, 3,486 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($26.64B), BlackRock Inc. ($16.45B), State Street Corp ($10.29B), FMR LLC ($5.10B), Morgan Stanley ($4.93B), Geode Capital Management LLC ($4.53B), and Bank of New York Mellon Corp ($3.87B).Learn more on COST's institutional investors.

What percentage of Costco Wholesale stock is owned by institutional investors?

68.48% of Costco Wholesale stock is owned by institutional investors. Learn more on COST's institutional investor holdings.

Which institutional investors have been buying Costco Wholesale stock?

Of the 3,073 institutional investors that purchased Costco Wholesale stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($6.92M), Norges Bank ($5.50M), Bank Julius Baer & Co. Ltd Zurich ($3.73M), Osaic Holdings Inc. ($2.27M), Vanguard Group Inc. ($1.54M), Jennison Associates LLC ($1.24M), and State Street Corp ($1.07M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 61,980,280 shares in the last 24 months. This purchase volume represents approximately $34.32B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,414 institutional investors that sold Costco Wholesale stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($48.76M), Fisher Asset Management LLC ($1.79M), BlackRock Inc. ($1.47M), Parnassus Investments LLC ($1.32M), Jennison Associates LLC ($1.11M), Deutsche Bank AG ($865.61K), and Capital World Investors ($722.44K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 86,092,557 shares in the last 24 months. This volume of shares sold represents approximately $46.12B in transactions.


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This page (NASDAQ:COST) was last updated on 5/3/2024 by MarketBeat.com Staff

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