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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$1,018.13 -7.17 (-0.70%)
Closing price 04:00 PM Eastern
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$1,019.50 +1.37 (+0.13%)
As of 06:31 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)
2810
Total
Institutional Inflows
(last 12 months)
$45.07B
Number of
Institutional Sellers
(last 12 months)
2272
Total
Institutional Outflows
(last 12 months)
$21.75B
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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
5/22/2025 Rollins Financial Advisors LLC1,703$1.61M0.3%-4.2%0.000%
5/22/2025BOS Asset Management LLC714$675K0.2%+5.5%0.000%
5/22/2025WBI Investments LLC306$289K0.1%N/A0.000%
5/22/2025Chelsea 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%
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%
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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%
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%
5/16/2025 Talon Private Wealth LLC597$564K0.1%-12.7%0.000%
5/16/2025 U S Wealth Group LLC.2,750$2.60M2.1%-5.6%0.001%
5/16/2025 Unio Capital LLC16,350$15.46M5.9%-1.5%0.004%
5/16/2025 USS Investment Management Ltd70,049$66.25M0.5%-15.6%0.016%
5/16/2025 UniSuper Management Pty Ltd26,037$24.63M0.2%+7.0%0.006%
5/16/2025 United American Securities Inc. d b a UAS Asset Management 43,461$41.11M9.9%+15.2%0.010%
5/16/2025 Scientech Research LLC1,339$1.27M0.3%-17.7%0.000%
5/16/2025 Sepio Capital LP5,399$5.11M0.4%+3.1%0.001%
5/16/2025 Raab & Moskowitz Asset Management LLC14,637$13.84M3.5%-3.3%0.003%
5/16/2025 Rise Advisors LLC781$739K0.3%+5.3%0.000%
5/16/2025 Ruggaard & Associates LLC783$741K0.3%-6.2%0.000%
5/16/2025 Petrus Trust Company LTA779$737K0.1%N/A0.000%
5/16/2025 Pingora Partners LLC74$70K0.1%-11.9%0.000%
5/16/2025 Plancorp LLC3,160$2.99M0.1%+5.2%0.001%
5/16/2025 Nissay Asset Management Corp Japan ADV118,563$112.14M0.7%-8.7%0.027%
5/16/2025 NatWest Group plc15,342$14.51M4.3%+83.3%0.003%
5/16/2025 National Wealth Management Group LLC790$747K0.5%-36.9%0.000%
5/16/2025 NewEdge Advisors LLC86,504$81.81M0.5%+2.6%0.019%
5/16/2025 Nippon Life Global Investors Americas Inc.68,380$64.67M3.2%-4.8%0.015%
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5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.371,795$351.64M0.8%+2.6%0.084%
5/16/2025 Infusive Asset Management Inc.14,654$13.86M6.4%+36.8%0.003%
5/16/2025 Integrated Wealth Concepts LLC20,250$19.15M0.2%-1.3%0.005%
5/16/2025 Ion Asset Management Ltd.400$378K0.0%-18.4%0.000%
5/16/2025 Ironvine Capital Partners LLC33,398$31.59M3.4%-1.0%0.008%
5/16/2025 Jacobs Levy Equity Management Inc.167,805$158.71M0.6%+315.1%0.038%
5/16/2025 KADENSA CAPITAL Ltd4,899$4.63M0.6%N/A0.001%
5/16/2025 Gotham Asset Management LLC11,443$10.82M0.1%+7.7%0.003%
5/16/2025 Greenline Partners LLC2,937$2.78M0.4%+0.5%0.001%
5/16/2025 Hall Laurie J Trustee298$282K0.1%-21.2%0.000%
(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, 4,145 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 3,588 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 83,591,034 shares in the last 24 months. This purchase volume represents approximately $66.19B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,820 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 89,178,660 shares in the last 24 months. This volume of shares sold represents approximately $58.33B in transactions.


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This page (NASDAQ:COST) was last updated on 5/22/2025 by MarketBeat.com Staff
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