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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$914.80 0.00 (0.00%)
Closing price 04:00 PM Eastern
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$929.25 +14.45 (+1.58%)
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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)
2971
Total
Institutional Inflows
(last 12 months)
$56.77B
Number of
Institutional Sellers
(last 12 months)
2434
Total
Institutional Outflows
(last 12 months)
$25.29B
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Skip Chart & View Institutional Buying and Selling Data

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
10/8/2025Talbot Financial LLC21,292$19.71M1.7%+8.0%0.005%
10/8/2025Marshall Financial Group LLC241$223K0.0%-5.9%0.000%
10/8/2025FCG Investment Co2,867$2.65M1.2%-12.5%0.001%
10/8/2025Patriot Financial Group Insurance Agency LLC6,751$6.25M0.8%+58.3%0.002%
10/8/2025Hilltop National Bank3,747$3.47M0.9%-0.3%0.001%
10/8/2025YHB Investment Advisors Inc.42,065$38.94M2.8%-0.8%0.009%
10/8/2025Agate Pass Investment Management LLC3,328$3.08M1.2%+13.5%0.001%
10/8/2025Ipswich Investment Management Co. Inc.14,687$13.59M3.2%+0.1%0.003%
10/8/2025Osprey Private Wealth LLC6,511$6.03M2.2%+43.5%0.001%
10/8/2025Peak Financial Advisors LLC5,867$5.43M2.6%+6.7%0.001%
10/8/2025Asset Allocation Strategies LLC363$336K0.1%+27.4%0.000%
10/8/2025RDA Financial Network4,492$4.16M1.0%+7.2%0.001%
10/8/2025Firethorn Wealth Partners LLC473$438K0.2%+16.5%0.000%
10/8/2025Retirement Wealth Solutions LLC59$55K0.0%-16.9%0.000%
10/8/2025Bennett Selby Investments LP2,295$2.12M0.7%+19.2%0.001%
10/8/2025Legacy Private Trust Co.9,121$8.44M0.5%+14.0%0.002%
10/8/2025Tompkins Financial Corp13,966$12.93M1.1%-1.0%0.003%
10/8/2025Wedmont Private Capital6,294$5.76M0.2%+2.7%0.001%
10/8/2025RF&L Wealth Management LLC3,871$3.58M2.1%+107.6%0.001%
10/8/2025Czech National Bank112,634$104.26M0.7%+3.9%0.025%
10/8/2025Chesley Taft & Associates LLC65,859$60.96M2.6%-3.0%0.015%
10/8/2025Towerpoint Wealth LLC2,232$2.07M0.8%+2.9%0.001%
10/8/2025Country Club Bank9,305$8.53M0.5%-3.8%0.002%
10/8/2025Carr Financial Group Corp1,152$1.07M0.3%+42.9%0.000%
10/8/2025Quantum Financial Advisors LLC694$643K0.1%-13.6%0.000%
10/8/2025Kure Advisory LLC378$350K0.2%-11.9%0.000%
10/8/2025Veracity Capital LLC751$695K0.2%-47.7%0.000%
10/8/2025Accel Wealth Management588$545K0.2%-16.0%0.000%
10/8/2025Bay Rivers Group5,915$5.48M2.3%+0.5%0.001%
10/8/2025Beacon Financial Group880$815K0.1%-2.8%0.000%
10/7/2025Cooper Financial Group4,331$4.01M0.4%-5.2%0.001%
10/7/2025Montecito Bank & Trust9,227$8.54M1.3%N/A0.002%
10/7/2025Orser Capital Management LLC1,441$1.33M0.7%N/A0.000%
10/7/2025McLean Asset Management Corp953$868K0.2%-1.9%0.000%
10/7/2025First International Bank & Trust1,785$1.65M0.6%+3.6%0.000%
10/7/2025Lbmc Investment Advisors LLC2,031$1.88M0.1%+37.1%0.000%
10/7/2025Acropolis Investment Management LLC1,787$1.77M0.1%+49.5%0.000%
10/7/2025Channel Wealth LLC3,061$2.83M0.8%+3.7%0.001%
10/7/2025Norway Savings Bank3,826$3.54M1.7%+0.7%0.001%
10/7/2025Woodstock Corp22,135$20.49M1.8%-0.7%0.005%
10/7/2025StrongBox Wealth LLC7,004$6.48M2.2%+9.0%0.002%
10/7/2025Eastover Investment Advisors LLC6,930$6.42M2.8%-6.0%0.002%
10/7/2025ST Germain D J Co. Inc.7,786$7.21M0.3%+0.3%0.002%
10/7/2025Family Legacy Financial Solutions LLC1,391$1.29M1.0%+21.9%0.000%
10/7/2025Thurston Springer Miller Herd & Titak Inc.478$442K0.9%-91.2%0.000%
10/7/2025EWG Elevate Inc.693$641K0.2%+2.8%0.000%
10/7/2025Catalyst Private Wealth LLC993$919K0.4%-2.5%0.000%
10/7/2025Grant Private Wealth Management Inc619$573K0.4%+26.6%0.000%
10/7/2025Northside Capital Management LLC4,035$3.74M0.3%+37.1%0.001%
10/7/2025Proathlete Wealth Management LLC178$165K0.0%+40.2%0.000%
10/7/2025Renaissance Investment Group LLC20,761$19.22M3.9%-0.4%0.005%
10/7/2025KFG Wealth Management LLC770$712K0.1%-2.8%0.000%
10/7/2025Sage Capital Advisors llc6,371$5.90M1.4%-35.0%0.001%
10/7/2025Assenagon Asset Management S.A.67,431$62.42M0.1%-91.8%0.015%
10/7/2025Carolina Wealth Advisors LLC72$67K0.0%-41.0%0.000%
10/7/2025Traphagen Investment Advisors LLC1,809$1.67M0.1%-1.2%0.000%
10/7/2025Salem Investment Counselors Inc.23,439$21.70M0.6%+2.8%0.005%
10/7/2025Sonora Investment Management Group LLC32,707$30.27M2.1%-4.7%0.007%
10/7/2025Union Bancaire Privee UBP SA14,678$13.59M0.3%-16.8%0.003%
10/7/2025Sanders Morris Harris LLC2,879$2.67M0.4%N/A0.001%
10/7/2025Graves Light Lenhart Wealth Inc.2,903$2.69M0.3%-1.7%0.001%
10/7/2025Thrive Wealth Management LLC783$725K0.1%-2.6%0.000%
10/7/2025Nova Wealth Management Inc.230$213K0.1%-9.1%0.000%
10/7/2025Wiser Wealth Management Inc226$209K0.0%+8.1%0.000%
10/6/2025 Destiny Wealth Partners LLC564$522K0.1%+8.9%0.000%
10/6/2025 ARS Wealth Advisors Group LLC3,008$2.79M0.3%+1.3%0.001%
10/6/2025 Beacon Financial Strategies CORP276$255K0.2%-4.2%0.000%
10/6/2025 Moody National Bank Trust Division6,017$5.57M0.5%+6.6%0.001%
10/6/2025 Old Port Advisors738$683K0.2%-1.6%0.000%
10/6/2025 Fragasso Financial Advisors Inc2,021$1.85M0.1%+76.7%0.000%
10/6/2025 Collective Family Office LLC723$669K0.2%-1.8%0.000%
10/6/2025 Gradient Investments LLC26,340$24.38M0.4%+7.4%0.006%
10/6/2025 AssuredPartners Investment Advisors LLC449$416K0.1%-3.6%0.000%
10/6/2025 TruWealth Advisors LLC38,487$35.63M1.8%+1.5%0.009%
10/6/2025 Inspirion Wealth Advisors LLC847$751K0.1%-7.7%0.000%
10/6/2025 Boltwood Capital Management1,558$1.44M0.4%+2.6%0.000%
10/6/2025 New England Research & Management Inc.265$245K0.1%N/A0.000%
10/6/2025 Clarus Wealth Advisors1,559$1.43M0.6%+22.2%0.000%
10/6/2025 Greenfield Savings Bank5,407$5.01M2.1%+3.7%0.001%
10/6/2025 Nilsine Partners LLC14,376$13.31M1.2%+2.0%0.003%
10/6/2025 Cambridge Financial Group LLC557$515K0.2%+6.9%0.000%
10/6/2025 Martin Capital Partners LLC393$364K0.1%-7.5%0.000%
10/3/2025 KFA Private Wealth Group LLC720$667K0.2%+9.3%0.000%
10/3/2025 HCR Wealth Advisors8,362$7.67M0.8%+4.6%0.002%
10/3/2025 Jackson Wealth Management LLC19,957$18.47M1.8%+2.1%0.005%
10/3/2025 Iowa State Bank2,087$1.93M0.4%-5.1%0.000%
10/3/2025 Summit Financial Wealth Advisors LLC819$751K0.1%+46.3%0.000%
10/3/2025 Aaron Wealth Advisors LLC5,091$4.71M0.3%+28.4%0.001%
10/3/2025 First Citizens Financial Corp401$371K0.2%+14.6%0.000%
10/3/2025 West Oak Capital LLC4,541$4.20M1.7%-10.6%0.001%
10/3/2025 Shorepoint Capital Partners LLC7,421$6.87M1.4%N/A0.002%
10/2/2025 Central Pacific Bank Trust Division1,741$1.61M0.2%+1.2%0.000%
10/2/2025 GAMMA Investing LLC9,766$9.04M0.5%+0.5%0.002%
10/2/2025 Bank of New Hampshire5,776$5.35M1.2%+0.3%0.001%
10/2/2025 Trust Co of the South1,541$1.43M0.2%+140.4%0.000%
10/2/2025 Capital Asset Advisory Services LLC5,120$4.74M0.2%+9.3%0.001%
10/1/2025 Park National Corp OH34,367$31.81M1.0%+2.8%0.008%
10/1/2025 Jacobs & Co. CA24,946$23.09M2.2%-0.7%0.006%
10/1/2025 Rowlandmiller & PARTNERS.ADV5,836$5.40M1.1%+15.6%0.001%
10/1/2025 Vigilare Wealth Management2,490$2.30M0.8%-3.1%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, 4,234 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($42.92B), State Street Corp ($18.14B), Geode Capital Management LLC ($10.12B), FMR LLC ($8.67B), Norges Bank ($5.69B), 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 3,684 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 ($16.90M), 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 60,492,620 shares in the last 24 months. This purchase volume represents approximately $56.77B in transactions.

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

Of the 2,428 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), Assenagon Asset Management S.A. ($1.29M), Alliancebernstein L.P. ($1.10M), Bank of New York Mellon Corp ($1.04M), Legal & General Group Plc ($872.94K), Wellington Management Group LLP ($870.36K), and Corient Private Wealth LLC ($766.07K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 27,179,019 shares in the last 24 months. This volume of shares sold represents approximately $25.29B in transactions.


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This page (NASDAQ:COST) was last updated on 10/8/2025 by MarketBeat.com Staff
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