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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$991.25 +2.51 (+0.25%)
Closing price 04:00 PM Eastern
Extended Trading
$990.25 -1.00 (-0.10%)
As of 05:44 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
2895
Total
Institutional Inflows
(last 12 months)
$47.89B
Number of
Institutional Sellers
(last 12 months)
2373
Total
Institutional Outflows
(last 12 months)
$22.48B
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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
8/12/2025AGP Franklin LLC6,122$6.06M3.2%+2.6%0.001%
8/12/2025RD Lewis Holdings Inc.2,854$2.79M2.8%+37.2%0.001%
8/12/2025Camden National Bank17,196$17.02M2.5%-2.3%0.004%
8/12/2025Meridian Wealth Advisors LLC10,947$10.84M1.7%+1.2%0.002%
8/12/2025Richard W. Paul & Associates LLC1,409$1.39M0.5%-0.8%0.000%
8/12/2025New World Advisors LLC463$458K0.1%+84.5%0.000%
8/12/2025Bowen Hanes & Co. Inc.126,476$125.20M3.2%-0.8%0.029%
8/12/2025Cozad Asset Management Inc.16,749$16.58M1.4%-1.9%0.004%
8/12/2025Guerra Pan Advisors LLC478$473K0.3%+11.9%0.000%
8/12/2025Bahl & Gaynor Inc.7,593$7.52M0.0%-0.2%0.002%
8/12/2025Stevens Capital Management LP5,608$5.55M1.5%+351.5%0.001%
8/12/2025Rhumbline Advisers863,436$854.75M0.7%-2.3%0.195%
8/12/2025Mufg Securities Americas Inc.9,833$9.73M0.8%+25.1%0.002%
8/12/2025Evelyn Partners Investment Management Services Ltd1,820$1.72M0.2%+12,900.0%0.000%
8/12/2025Evelyn Partners Investment Management LLP6,684$6.62M0.3%-32.4%0.002%
8/12/2025Sfmg LLC3,314$3.28M0.2%-1.6%0.001%
8/12/2025Kohmann Bosshard Financial Services LLC202$200K0.0%-5.6%0.000%
8/12/2025AXQ Capital LP720$713K0.2%N/A0.000%
8/12/2025Cooper Haims Advisors LLC295$292K0.1%+35.3%0.000%
8/12/2025Journey Strategic Wealth LLC7,623$7.55M0.2%+11.2%0.002%
8/12/2025Franklin Resources Inc.961,459$951.79M0.3%+2.3%0.217%
8/12/2025Archer Investment Corp1,150$1.14M0.3%-8.0%0.000%
8/12/2025Mediolanum International Funds Ltd41,927$41.30M0.5%+62.7%0.009%
8/12/2025Legal & General Group Plc2,587,466$2.56B0.6%-2.7%0.583%
8/12/2025AIMZ Investment Advisors LLC730$723K0.2%-3.3%0.000%
8/12/2025Hillsdale Investment Management Inc.6,613$6.55M0.2%+897.4%0.001%
8/12/2025Seeds Investor LLC1,481$1.47M0.3%-1.1%0.000%
8/12/2025YANKCOM Partnership1,296$1.28M0.6%-3.6%0.000%
8/12/2025Marvin & Palmer Associates Inc.3,083$3.05M2.6%-8.7%0.001%
8/12/2025DNB Asset Management AS99,478$98.48M0.4%-9.4%0.022%
8/12/2025Wealth Advisors of Iowa LLC2,031$2.01M0.8%-1.7%0.000%
8/12/2025Entropy Technologies LP10,686$10.58M0.8%N/A0.002%
8/12/2025Swiss National Bank1,343,000$1.33B0.8%+7.3%0.303%
8/12/2025Personal CFO Solutions LLC1,634$1.62M0.3%+7.6%0.000%
8/12/2025Marsico Capital Management LLC137,413$136.03M3.7%+4.5%0.031%
8/12/2025ABN AMRO Bank N.V.98,079$97.66M1.3%N/A0.022%
8/12/2025Bank Julius Baer & Co. Ltd Zurich319,994$317K0.0%+27.2%0.072%
8/12/2025Auxano Advisors LLC27,984$27.70M6.5%-1.0%0.006%
8/12/2025Terra Nova Asset Management LLC3,420$3.39M2.4%+0.4%0.001%
8/12/2025NorthStar Asset Management LLC NJ 3,822$3.78M1.0%+0.3%0.001%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/12/2025Prudential PLC16,592$16.43M0.1%-43.7%0.004%
8/12/2025Cumberland Partners Ltd49,055$48.56M3.4%+1.5%0.011%
8/12/2025Wisconsin Wealth Advisors LLC1,168$1.16M1.3%+5.1%0.000%
8/12/2025Lodestone Wealth Management LLC1,578$1.56M0.8%-4.6%0.000%
8/12/2025Absolute Capital Management LLC2,202$2.18M1.1%+1.1%0.000%
8/12/2025Telligent Fund LP5,000$4.95M4.5%+6.4%0.001%
8/12/2025FUKOKU MUTUAL LIFE INSURANCE Co1,956$1.94M0.1%-3.5%0.000%
8/12/2025Howe & Rusling Inc.9,576$9.48M0.7%+3.2%0.002%
8/12/202517 Capital Partners LLC211$209K0.1%N/A0.000%
8/12/2025Miller Financial Services LLC869$860K1.1%-4.5%0.000%
8/12/2025Weaver Consulting Group1,505$1.49M0.4%+1.3%0.000%
8/12/2025Mizuho Securities Co. Ltd.130$129K0.5%N/A0.000%
8/12/2025NFP Retirement Inc.1,103$1.09M0.1%+12.0%0.000%
8/12/2025Westfield Capital Management Co. LP144,626$143.17M0.6%-2.4%0.033%
8/12/2025PKS Advisory Services LLC1,072$1.06M0.3%+2.3%0.000%
8/12/2025GDS Wealth Management10,655$10.55M0.8%+29.2%0.002%
8/12/2025Athena Investment Management210$208K0.1%N/A0.000%
8/12/2025Ensign Peak Advisors Inc235,595$233.23M0.4%+9.2%0.053%
8/12/2025Haverford Financial Services Inc.16,960$16.79M5.0%-0.1%0.004%
8/12/2025Saturna Capital Corp4,346$4.30M0.1%-0.4%0.001%
8/11/2025Empirical Finance LLC15,367$15.21M0.8%+0.6%0.003%
8/11/2025Nicholas Wealth LLC.1,964$1.95M0.9%+1.2%0.000%
8/11/2025Intrepid Financial Planning Group LLC1,545$1.53M0.6%-14.9%0.000%
8/11/2025Alteri Wealth LLC1,630$1.61M0.6%-10.6%0.000%
8/11/2025Dorsey Wright & Associates4,338$4.29M1.0%N/A0.001%
8/11/2025TD Waterhouse Canada Inc.170,786$168.25M1.2%-4.6%0.039%
8/11/2025TRUE Private Wealth Advisors5,252$5.20M0.6%-3.5%0.001%
8/11/2025Brown Wealth Management LLC294$291K0.1%+10.9%0.000%
8/11/2025FineMark National Bank & Trust6,331$6.27M0.2%-1.9%0.001%
8/11/2025Stonebrook Private Inc.1,578$1.56M0.4%+1.3%0.000%
8/11/2025Heritage Wealth Advisors2,327$2.30M0.1%-6.3%0.001%
8/11/2025Aspen Investment Management Inc1,098$1.09M0.5%+3.3%0.000%
8/11/2025Highview Capital Management LLC DE 4,701$4.65M1.8%-4.1%0.001%
8/11/2025HHM Wealth Advisors LLC441$437K0.1%-12.8%0.000%
8/11/2025Wealthspire Advisors LLC15,799$15.64M0.1%+2.0%0.004%
8/11/2025Perennial Investment Advisors LLC4,167$4.13M0.4%+3.7%0.001%
8/11/2025Cordatus Wealth Management LLC4,197$4.16M1.0%-0.6%0.001%
8/11/2025Pin Oak Investment Advisors Inc.100$94K0.1%-42.2%0.000%
8/11/2025Wescott Financial Advisory Group LLC1,207$1.20M0.1%-1.4%0.000%
8/11/2025 Purus Wealth Management LLC16,139$15.98M5.5%+2.6%0.004%
8/11/2025Bedell Frazier Investment Counselling LLC5,081$5.03M1.3%-1.1%0.001%
8/11/2025Portside Wealth Group LLC2,196$2.17M0.3%+27.2%0.000%
8/11/2025Inspire Advisors LLC288$285K0.0%+21.0%0.000%
8/11/2025United Advisor Group LLC2,139$2.12M0.4%+37.1%0.000%
8/11/2025First American Trust FSB2,186$2.16M0.2%+4.0%0.000%
8/11/2025Empowered Funds LLC28,409$28.12M0.3%+70.9%0.006%
8/11/2025Vanguard Group Inc.43,356,271$42.92B0.7%+1.7%9.776%
8/11/2025Greykasell Wealth Strategies Inc.2,335$2.31M1.1%-3.6%0.001%
8/11/2025Invenio Wealth Partners LLC746$738K0.3%-6.5%0.000%
8/11/2025Culbertson A N & Co. Inc.690$683K0.1%-2.8%0.000%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
8/11/2025Frank Rimerman Advisors LLC7,859$7.78M0.5%+1.4%0.002%
8/11/2025McDonough Capital Management Inc5,483$5.43M2.3%+13.4%0.001%
8/11/2025Nordwand Advisors LLC308$306K0.0%N/A0.000%
8/11/2025Westover Capital Advisors LLC7,582$7.51M1.5%-1.9%0.002%
8/11/2025Capital Square LLC1,017$987K0.5%+3.4%0.000%
8/11/2025Dorsey & Whitney Trust CO LLC9,099$9.01M0.5%-3.5%0.002%
8/11/2025Sykon Capital LLC220$218K0.1%N/A0.000%
8/11/2025Root Financial Partners LLC1,677$1.66M0.2%+1.1%0.000%
8/11/2025Mosaic Family Wealth Partners LLC1,531$1.52M0.2%+4.8%0.000%
8/11/2025Intrust Bank NA5,283$5.23M0.5%+2.8%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, 4,191 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($42.92B), State Street Corp ($15.99B), Geode Capital Management LLC ($10.12B), FMR LLC ($8.67B), Norges Bank ($5.18B), Morgan Stanley ($4.93B), and Northern Trust Corp ($4.83B).Learn more on Costco Wholesale's institutional investors.

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

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

Which institutional investors have been buying Costco Wholesale's stock?

Of the 3,624 institutional investors that purchased Costco Wholesale's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($11.15M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Nuveen LLC ($3.66M), Vanguard Group Inc. ($2.67M), Kingstone Capital Partners Texas LLC ($2.36M), and Proficio Capital Partners LLC ($1.52M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 51,670,563 shares in the last 24 months. This purchase volume represents approximately $47.89B in transactions.

Which of Costco Wholesale's major shareholders have been selling company stock?

Of the 2,368 institutional investors that sold Costco Wholesale's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($7.36M), Bank of New York Mellon Corp ($1.04M), Legal & General Group Plc ($872.94K), Wellington Management Group LLP ($870.36K), Canada Pension Plan Investment Board ($796.21K), State Street Corp ($586.02K), and Assenagon Asset Management S.A. ($527.40K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 24,391,720 shares in the last 24 months. This volume of shares sold represents approximately $22.48B in transactions.


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This page (NASDAQ:COST) was last updated on 8/12/2025 by MarketBeat.com Staff
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