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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$999.04 +4.54 (+0.46%)
Closing price 05/1/2025 04:00 PM Eastern
Extended Trading
$1,003.50 +4.46 (+0.45%)
As of 08:22 AM 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)
2694
Total
Institutional Inflows
(last 12 months)
$40.39B
Number of
Institutional Sellers
(last 12 months)
2107
Total
Institutional Outflows
(last 12 months)
$20.89B
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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
5/2/2025Bogart Wealth LLC11,374$10.76M0.5%+3.5%0.003%
5/2/2025Red Wave Investments LLC1,853$1.75M0.6%-1.4%0.000%
5/2/2025Sigma Planning Corp19,442$18.39M0.6%+13.6%0.004%
5/2/2025Transcendent Capital Group LLC614$581K0.3%-24.9%0.000%
5/2/2025Catalyst Financial Partners LLC2,180$2.06M0.4%+1.7%0.000%
5/2/2025Signaturefd LLC12,339$11.67M0.2%+0.3%0.003%
5/2/2025Slow Capital Inc.17,412$16.47M2.2%+27.2%0.004%
5/2/2025Edgestream Partners L.P.4,364$4.13M0.1%-18.6%0.001%
5/2/2025Leelyn Smith LLC6,224$5.89M1.0%-2.1%0.001%
5/2/2025Fortress Financial Solutions LLC1,031$975K1.4%+97.5%0.000%
5/1/2025Mitchell Mcleod Pugh & Williams Inc.3,071$2.91M0.6%+0.4%0.001%
5/1/2025Cutter & CO Brokerage Inc.490$463K0.1%-9.4%0.000%
5/1/2025Turtle Creek Wealth Advisors LLC9,753$9.22M1.4%N/A0.002%
5/1/2025Florida Financial Advisors LLC2,132$2.02M0.8%+90.9%0.000%
5/1/2025Gould Asset Management LLC CA1,869$1.77M0.4%+2.7%0.000%
5/1/2025Bleakley Financial Group LLC11,390$10.77M0.3%+4.1%0.003%
5/1/2025Securian Asset Management Inc.23,503$22.23M0.7%-1.3%0.005%
5/1/2025MTM Investment Management LLC4,052$3.87M1.5%-1.1%0.001%
5/1/2025Weatherly Asset Management L. P.28,778$27.22M2.4%-0.4%0.006%
5/1/2025Key Financial Inc608$575K0.1%+3.4%0.000%
5/1/2025Pointe Capital Management LLC3,285$3.11M1.8%-4.8%0.001%
5/1/2025Zullo Investment Group Inc.1,910$1.81M0.8%-15.6%0.000%
5/1/2025Isthmus Partners LLC265$251K0.0%-27.4%0.000%
5/1/2025Left Brain Wealth Management LLC5,241$4.96M2.1%-1.0%0.001%
5/1/2025Whitener Capital Management Inc.3,040$2.88M0.8%+5.2%0.001%
5/1/2025Prudent Man Advisors LLC1,364$1.29M0.5%+4.9%0.000%
5/1/2025Wilkinson Global Asset Management LLC827$782K0.0%N/A0.000%
5/1/2025Secured Retirement Advisors LLC246$233K0.2%-91.2%0.000%
5/1/2025Kerntke Otto McGlone Wealth Management Group284$269K0.2%N/A0.000%
5/1/2025Reyes Financial Architecture Inc.71$67K0.0%-94.5%0.000%
5/1/2025Asset Dedication LLC6,034$5.71M0.5%-2.9%0.001%
5/1/2025Cahaba Wealth Management Inc.1,384$1.31M0.1%+7.5%0.000%
5/1/2025Smith Thornton Advisors LLC310$293K0.2%+5.4%0.000%
5/1/2025CWM LLC63,289$59.86M0.2%+8.2%0.014%
5/1/2025TFR Capital LLC.5,814$5.50M2.3%+13.6%0.001%
5/1/2025Dock Street Asset Management Inc.409$387K0.0%-4.9%0.000%
5/1/2025Oxbow Advisors LLC2,350$2.22M0.2%-16.6%0.001%
5/1/2025Schear Investment Advisers LLC4,794$4.53M2.6%+0.4%0.001%
5/1/2025Pittenger & Anderson Inc.54,314$51.37M1.9%-0.8%0.012%
5/1/2025Alaska Wealth Advisors637$603K0.1%+22.3%0.000%
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5/1/2025TruNorth Capital Management LLC316$299K0.1%+73.6%0.000%
5/1/2025Cardinal Strategic Wealth Guidance1,247$1.18M0.4%-15.2%0.000%
5/1/2025Westmount Partners LLC3,454$3.27M1.0%-11.0%0.001%
5/1/2025Bradley & Co. Private Wealth Management LLC11,124$10.52M7.2%-5.6%0.003%
5/1/2025Louisiana State Employees Retirement System56,300$53.25M1.1%+0.2%0.013%
5/1/2025Fulton Breakefield Broenniman LLC2,226$2.11M0.2%-2.7%0.001%
5/1/2025Stephens Inc. AR15,168$14.35M0.2%-2.5%0.003%
5/1/2025Emerald Advisers LLC784$741K0.0%-19.7%0.000%
5/1/2025Schechter Investment Advisors LLC6,122$5.79M0.5%-21.9%0.001%
5/1/2025New York State Common Retirement Fund567,848$537.06M0.8%-4.9%0.128%
5/1/2025Mutual of America Capital Management LLC52,506$49.66M0.6%-6.7%0.012%
5/1/2025Platform Technology Partners3,664$3.47M1.0%-1.1%0.001%
5/1/2025Curtis Advisory Group LLC2,349$2.22M0.7%+26.4%0.001%
5/1/2025Arizona State Retirement System132,602$125.41M0.8%+3.0%0.030%
5/1/2025Emerald Mutual Fund Advisers Trust262$248K0.0%-10.0%0.000%
5/1/2025Valued Wealth Advisors LLC185$175K0.1%-6.6%0.000%
5/1/2025Realta Investment Advisors3,469$3.28M1.5%-3.4%0.001%
5/1/2025FUKOKU MUTUAL LIFE INSURANCE Co2,026$1.92M0.1%-5.0%0.000%
5/1/2025Nikulski Financial Inc.12,247$11.58M3.5%+2.1%0.003%
5/1/2025Mathes Company Inc.1,406$1.33M0.5%-43.2%0.000%
5/1/2025Northwest Capital Management Inc936$885K0.4%-11.7%0.000%
5/1/2025Kathmere Capital Management LLC4,393$4.16M0.4%+0.4%0.001%
5/1/2025Ballentine Partners LLC9,747$9.22M0.2%+1.1%0.002%
5/1/2025Fort Sheridan Advisors LLC2,647$2.50M0.4%-1.3%0.001%
5/1/2025Berbice Capital Management LLC4,480$4.24M3.7%+0.8%0.001%
5/1/2025Stillwater Wealth Management Group4,439$4.20M3.6%+4.2%0.001%
5/1/2025Rational Advisors Inc.4,117$3.89M0.4%+12.2%0.001%
5/1/2025Riversedge Advisors LLC1,006$951K0.2%+9.7%0.000%
5/1/2025Martin Capital Advisors LLP4,527$4.28M3.0%-4.2%0.001%
5/1/2025IFC Advisors LLC3,338$3.16M0.7%-0.5%0.001%
5/1/2025Quest 10 Wealth Builders Inc.228$215K0.2%-18.0%0.000%
5/1/2025Fulcrum Equity Management429$406K0.4%-9.1%0.000%
5/1/2025Austin Wealth Management LLC892$870K0.2%+15.2%0.000%
5/1/2025Manuka Financial LLC306$290K0.2%+8.9%0.000%
5/1/2025Callahan Advisors LLC698$660K0.1%-6.7%0.000%
5/1/2025Park Square Financial Group LLC1,378$1.30M1.0%-5.6%0.000%
5/1/2025Gateway Wealth Partners LLC1,380$1.31M0.3%+2.0%0.000%
5/1/2025Draper Asset Management LLC2,300$2.18M1.7%-1.2%0.001%
5/1/2025Freedom Day Solutions LLC4,552$4.31M1.3%-8.9%0.001%
5/1/2025SteelPeak Wealth LLC8,033$7.60M0.3%-3.6%0.002%
5/1/2025Chapman Investment Management LLC15,058$14.24M10.6%+0.1%0.003%
5/1/2025Diversify Wealth Management LLC10,702$10.61M0.8%+6.9%0.002%
5/1/2025Xponance Inc.114,429$108.23M1.0%+1.4%0.026%
5/1/2025Fonville Wealth Management LLC442$418K0.1%-10.2%0.000%
5/1/2025Kesler Norman & Wride LLC10,803$10.22M1.9%-1.7%0.002%
5/1/2025WESPAC Advisors LLC1,696$1.60M1.3%-12.3%0.000%
5/1/2025Country Club Bank10,237$9.52M0.6%-0.7%0.002%
5/1/2025Fidelis Capital Partners LLC7,942$7.76M0.8%-52.9%0.002%
4/30/2025 Seamount Financial Group Inc.2,340$2.21M1.5%+2.5%0.001%
4/30/2025 Clarity Wealth Advisors LLC11,344$10.73M3.0%-0.9%0.003%
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NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested.

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4/30/2025 Genus Capital Management Inc.1,743$1.65M0.2%-177.7%0.000%
4/30/2025 Ramsay Stattman Vela & Price Inc.13,874$13.12M2.5%-1.1%0.003%
4/30/2025 Processus Wealth & Capital Management LLC4,629$4.38M3.7%+1.2%0.001%
4/30/2025 State of Michigan Retirement System175,269$165.77M1.0%+0.1%0.040%
4/30/2025 MJP Associates Inc. ADV2,026$1.92M0.3%+17.7%0.000%
4/30/2025 Cerity Partners LLC386,991$366.01M0.7%+4.0%0.087%
4/30/2025 Phillips Financial Management LLC384$364K0.0%+23.9%0.000%
4/30/2025 Alan B Lancz & Associates Inc.4,928$4.66M5.0%-0.4%0.001%
4/30/2025 Hunter Associates Investment Management LLC1,006$950K0.1%-1.5%0.000%
4/30/2025 Vision Capital Management Inc.10,021$9.48M1.4%+12.4%0.002%
(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, 4,078 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($38.67B), 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 3,554 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), Osaic Holdings Inc. ($2.27M), Assenagon Asset Management S.A. ($1.59M), and Proficio Capital Partners LLC ($1.52M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 79,750,255 shares in the last 24 months. This purchase volume represents approximately $61.19B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,735 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 ($1.09M), and Legal & General Group Plc ($982.12K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 88,051,528 shares in the last 24 months. This volume of shares sold represents approximately $56.18B in transactions.


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This page (NASDAQ:COST) was last updated on 5/2/2025 by MarketBeat.com Staff
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