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Costco Wholesale (COST) Institutional Ownership

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$996.78 -10.49 (-1.04%)
Closing price 04:00 PM Eastern
Extended Trading
$996.37 -0.41 (-0.04%)
As of 08:00 PM Eastern
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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)
2810
Total
Institutional Inflows
(last 12 months)
$45.06B
Number of
Institutional Sellers
(last 12 months)
2275
Total
Institutional Outflows
(last 12 months)
$21.72B
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COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2025 Birchbrook Inc.456$431K0.2%+2.5%0.000%
6/9/2025 1248 Management LLC1,082$1.02M0.4%-44.7%0.000%
6/6/2025 eCIO Inc.51$48K0.0%N/A0.000%
6/6/2025 Blue Oak Capital LLC247$234K0.1%-16.8%0.000%
6/5/2025 Fruth Investment Management5,057$4.78M1.3%-2.4%0.001%
6/5/2025 Cim LLC24,622$23.29M3.5%+9.7%0.006%
6/5/2025 Osterweis Capital Management Inc.532$503K0.0%-15.2%0.000%
6/4/2025 First Hawaiian Bank5,926$5.61M0.3%+2.6%0.001%
6/4/2025 Harold Davidson & Associates Inc.5,581$5.28M2.9%-1.2%0.001%
6/3/2025 CBIZ Investment Advisory Services LLC173$163K0.0%+30.1%0.000%
6/3/2025 Invst LLC2,674$2.53M0.3%-24.2%0.001%
6/2/2025 Hodges Capital Management Inc.3,423$3.24M0.3%+52.1%0.001%
6/2/2025 Modern Wealth Management LLC7,908$7.48M0.2%+6.7%0.002%
5/29/2025 Nova Wealth Management Inc.444$420K0.4%+8.8%0.000%
5/29/2025 Apeiron RIA LLC703$665K0.2%+4.5%0.000%
5/28/2025 Jones Financial Companies Lllp87,924$81.88M0.1%+40.7%0.020%
5/28/2025 Anson Funds Management LP768$726K0.1%+5.5%0.000%
5/28/2025 Birmingham Capital Management Co. Inc. AL1,930$1.83M0.7%-1.0%0.000%
5/28/2025 Silicon Valley Capital Partners17,829$16.58M2.2%+39.0%0.004%
5/28/2025 Anderson Financial Strategies LLC40$38K0.0%+900.0%0.000%
5/28/2025 Strs Ohio128,715$121.74M0.5%N/A0.029%
5/28/2025 GK Wealth Management LLC221$209K0.2%N/A0.000%
5/28/2025 Turn8 Private Wealth Inc.3,576$3.38M2.6%-0.9%0.001%
5/27/2025 Jacobi Capital Management LLC3,182$3.01M0.2%+0.4%0.001%
5/27/2025 Carderock Capital Management Inc.10,727$10.15M2.7%-1.6%0.002%
5/27/2025 Advisors Capital Management LLC39,946$37.78M0.6%-0.7%0.009%
5/27/2025 Iron Gate Global Advisors LLC1,638$1.55M0.2%-0.8%0.000%
5/23/2025 Strategic Financial Services Inc.3,116$2.95M0.2%+0.4%0.001%
5/23/2025 Twin Lakes Capital Management LLC318$301K0.2%-55.7%0.000%
5/22/2025 Rollins Financial Advisors LLC1,703$1.61M0.3%-4.2%0.000%
5/22/2025 BOS Asset Management LLC714$675K0.2%+5.5%0.000%
5/22/2025 WBI Investments LLC306$289K0.1%N/A0.000%
5/22/2025 Chelsea Counsel Co.8,440$7.98M4.3%-3.3%0.002%
5/21/2025 Westbourne Investments Inc.3,308$3.13M1.9%-3.3%0.001%
5/21/2025 Indiana Trust & Investment Management Co7,580$7.17M2.6%-0.9%0.002%
5/21/2025 MBL Wealth LLC1,551$1.47M0.1%+11.6%0.000%
5/21/2025 McAdam LLC815$771K0.0%-9.0%0.000%
5/21/2025 Acadian Asset Management LLC171,560$162.23M0.5%-52.8%0.039%
5/21/2025 Geneos Wealth Management Inc.10,664$10.09M0.3%+5.9%0.002%
5/21/2025 Schmidt P J Investment Management Inc.7,650$7.24M1.3%+4.8%0.002%
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5/21/2025 IFM Investors Pty Ltd80,909$76.52M0.8%+1.4%0.018%
5/20/2025 Acorns Advisers LLC1,231$1.16M0.0%+14.5%0.000%
5/20/2025 Fortis Capital Advisors LLC3,322$3.14M0.6%-31.9%0.001%
5/20/2025 Belpointe Asset Management LLC7,493$7.09M0.4%-15.3%0.002%
5/20/2025 Jupiter Wealth Management LLC649$671K0.4%+12.3%0.000%
5/20/2025 Intech Investment Management LLC42,009$39.73M0.4%-15.7%0.009%
5/20/2025 Focus Partners Wealth259,602$245.53M0.6%+13.3%0.059%
5/20/2025 Flaharty Asset Management LLC456$431K0.1%-4.2%0.000%
5/20/2025 Integrity Alliance LLC.17,044$16.12M0.6%+271.4%0.004%
5/20/2025 Ransom Advisory Ltd64$61K0.0%N/A0.000%
5/20/2025 Anchor Investment Management LLC8,280$7.83M0.7%+1.2%0.002%
5/20/2025 Glenview Trust co9,643$9.12M0.2%+1.5%0.002%
5/20/2025 Chokshi & Queen Wealth Advisors Inc11,139$10.54M6.4%+0.7%0.003%
5/20/2025 Aspen Investment Management Inc1,063$1.01M0.5%+42.5%0.000%
5/20/2025 Ilmarinen Mutual Pension Insurance Co67,700$64.03M0.6%+5.8%0.015%
5/20/2025 Plato Investment Management Ltd12,161$11.63M1.0%-6.6%0.003%
5/19/2025 SageView Advisory Group LLC5,335$5.05M0.2%-0.4%0.001%
5/19/2025 Advisory Alpha LLC3,141$2.97M0.1%+0.8%0.001%
5/19/2025 Trinity Financial Advisors LLC1,003$970K0.3%-1.0%0.000%
5/19/2025 Game Plan Financial Advisors LLC5,715$5.41M2.6%-5.7%0.001%
5/19/2025 Alaethes Wealth LLC608$575K0.2%-2.4%0.000%
5/19/2025 SCS Capital Management LLC4,116$3.89M0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,226,620$3.05B0.8%-1.8%0.727%
5/19/2025 Optimize Financial Inc461$436K0.2%-13.8%0.000%
5/16/2025 Woodline Partners LP37,502$35.47M0.2%+40.9%0.008%
5/16/2025 Zurich Insurance Group Ltd FI97,414$92.13M0.7%+83.2%0.022%
5/16/2025 American Trust6,353$6.01M1.5%-13.6%0.001%
5/16/2025 McIlrath & Eck LLC2,698$2.55M0.3%-1.0%0.001%
5/16/2025 Empowered Funds LLC16,622$15.72M0.2%+30.2%0.004%
5/16/2025 Logan Capital Management Inc.2,628$2.49M0.1%-8.1%0.001%
5/16/2025 Northeast Financial Consultants Inc792$749K0.0%-39.7%0.000%
5/16/2025 Peloton Wealth Strategists3,703$3.50M1.5%+0.9%0.001%
5/16/2025 Faithward Advisors LLC4,784$4.53M0.8%-2.3%0.001%
5/16/2025 MBB Public Markets I LLC352$333K0.0%N/A0.000%
5/16/2025 Ascent Group LLC13,426$12.70M0.5%+22.9%0.003%
5/16/2025 RNC Capital Management LLC3,114$2.95M0.2%-4.6%0.001%
5/16/2025 Meiji Yasuda Life Insurance Co10,233$9.68M0.2%-6.0%0.002%
5/16/2025 Coppell Advisory Solutions LLC6,454$6.40M0.5%+87.8%0.001%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.10,447$9.88M0.4%-15.3%0.002%
5/16/2025 Arete Wealth Advisors LLC3,955$3.74M0.3%-31.1%0.001%
5/16/2025 Great Lakes Advisors LLC28,527$26.98M0.2%-22.4%0.006%
5/16/2025 Strait & Sound Wealth Management LLC5,800$5.49M2.5%-2.6%0.001%
5/16/2025 Signature Estate & Investment Advisors LLC2,258$2.14M0.1%+3.0%0.001%
5/16/2025 Hamilton Capital LLC592$560K0.0%+2.2%0.000%
5/16/2025 Sciencast Management LP1,710$1.62M0.4%N/A0.000%
5/16/2025 Fred Alger Management LLC10,130$9.58M0.1%N/A0.002%
5/16/2025 First Dallas Securities Inc.2,703$2.56M1.1%-1.8%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC14,168$13.40M0.5%+0.6%0.003%
5/16/2025 Guardian Partners Inc.9,929$9.69M1.0%-4.2%0.002%
5/16/2025 Redwood Investments LLC2,146$2.03M0.8%-5.0%0.000%
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5/16/2025 Laidlaw Wealth Management LLC934$883K2.6%-41.8%0.000%
5/16/2025 Kestra Investment Management LLC1,454$1.38M0.0%+80.8%0.000%
5/16/2025 Resources Management Corp CT ADV12,147$11.49M1.6%+1.2%0.003%
5/16/2025 Knightsbridge Asset Management LLC5,841$5.52M1.4%+0.4%0.001%
5/16/2025 Jones Financial Companies Lllp10,623$10.05M0.0%-83.0%0.002%
5/16/2025 Dynamic Technology Lab Private Ltd817$772K0.1%+86.1%0.000%
5/16/2025 CKW Financial Group1,022$975K0.1%-57.6%0.000%
5/16/2025 Front Street Capital Management Inc.26,731$25.29M4.8%-19.5%0.006%
5/16/2025 Legacy Wealth Managment LLC ID416$393K0.3%+8.6%0.000%
5/16/2025 Coordinated Financial Services Inc. CO1,266$1.20M0.9%N/A0.000%
(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, 4,153 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($40.33B), BlackRock Inc. ($16.45B), State Street Corp ($15.99B), Geode Capital Management LLC ($8.90B), FMR LLC ($8.67B), Norges Bank ($5.18B), and Morgan Stanley ($4.93B).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 3,594 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: Norges Bank ($11.15M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Nuveen LLC ($3.66M), Osaic Holdings Inc. ($2.27M), and Vanguard Group Inc. ($1.95M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 83,399,847 shares in the last 24 months. This purchase volume represents approximately $66.17B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,824 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), International Assets Investment Management LLC ($7.36M), Jennison Associates LLC ($1.22M), Whalerock Point Partners LLC ($1.18M), Bank of New York Mellon Corp ($1.10M), Wellington Management Group LLP ($1.08M), and Canada Pension Plan Investment Board ($1.03M).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 89,134,941 shares in the last 24 months. This volume of shares sold represents approximately $58.31B in transactions.



This page (NASDAQ:COST) was last updated on 6/11/2025 by MarketBeat.com Staff
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