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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$958.90 -2.46 (-0.26%)
As of 03:42 PM Eastern
This is a fair market value price provided by Massive. 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)
2806
Total
Institutional Inflows
(last 12 months)
$55.69B
Number of
Institutional Sellers
(last 12 months)
2245
Total
Institutional Outflows
(last 12 months)
$19.19B
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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
8/19/2026 Field & Main Bank4,456$4.17M0.7%N/A0.001%
8/19/2026Prosperitas Financial LLC4,846$4.53M1.5%N/A0.001%
8/19/2026 SPX Gestao de Recursos Ltda1,600$1.50M0.1%N/A0.000%
8/19/2026 Wellington Management Group LLP197,558$184.81M0.0%-2.8%0.045%
8/19/2026 Lombard Odier Asset Management Europe Ltd653$611K0.0%N/A0.000%
8/19/2026 Archer Investment Corp970$907K0.1%N/A0.000%
8/19/2026 Archer Investment Corp970$907K0.1%+3.1%0.000%
8/19/2026Fox Hill Wealth Management2,585$2.42M1.0%N/A0.001%
8/19/2026Kingsview Wealth Management LLC15,501$14.50M0.2%N/A0.003%
8/18/2026Henson Edgewater Management LLC3,510$3.33M1.9%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC53,536$50.09M0.2%N/A0.012%
8/18/2026 Kimelman & Baird LLC62,596$58.56M3.1%N/A0.014%
8/18/2026 Kimelman & Baird LLC62,596$58.56M3.1%-0.2%0.014%
8/18/2026 Pin Oak Investment Advisors Inc.103$96K0.0%N/A0.000%
8/18/2026 49 Wealth Management LLC869$813K0.1%N/A0.000%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt4,871$4.56M0.1%N/A0.001%
8/18/2026Strait & Sound Wealth Management LLC5,732$5.36M1.9%N/A0.001%
8/18/2026Rakuten Investment Management Inc.106,891$101.19M0.3%N/A0.024%
8/18/2026RB Capital Management LLC16,453$15.39M3.0%N/A0.004%
8/18/2026Denver PWM LLC2,159$2.08M0.7%N/A0.000%
8/18/2026Orion Capital Management LLC2,336$2.19M0.7%N/A0.001%
8/18/2026 Glenview Trust Co14,010$13.11M0.1%N/A0.003%
8/18/2026North Star Asset Management Inc.17,710$16.57M0.7%N/A0.004%
8/18/2026Concorde Asset Management LLC565$529K0.3%N/A0.000%
8/18/2026 Maxele Advisors LLC1,328$1.24M0.9%N/A0.000%
8/18/2026 SwitchPoint Financial Planning LLC285$267K0.2%N/A0.000%
8/18/2026 Empowered Funds LLC100,519$94.03M0.5%N/A0.023%
8/18/2026 United Capital Financial Advisors LLC79,741$74.60M0.4%N/A0.018%
8/18/2026 Papamarkou Wellner Asset Management inc.1,015$1.01M0.2%N/A0.000%
8/18/2026 Camarda Financial Advisors LLC236$221K0.1%N/A0.000%
8/18/2026 Dearborn Partners LLC24,714$23.12M1.1%N/A0.006%
8/18/2026 Yukon Wealth Management Inc.2,545$2.38M0.7%N/A0.001%
8/18/2026 E Wealth Partners LLC381$356K0.3%N/A0.000%
8/18/2026 WNY Asset Management LLC806$754K0.1%N/A0.000%
8/18/2026 Bank OZK4,663$4.36M1.3%N/A0.001%
8/18/2026 Hamilton Capital LLC712$666K0.0%N/A0.000%
8/18/2026 Old North State Trust LLC4,176$3.91M2.0%N/A0.001%
8/18/2026 Caitlin John LLC716$670K0.4%N/A0.000%
8/18/2026 Asset Allocation Strategies LLC360$337K0.1%N/A0.000%
8/18/2026 Ruggaard & Associates LLC756$707K0.3%N/A0.000%
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8/18/2026 Equitable Holdings Inc.44,508$41.64M0.2%N/A0.010%
8/18/2026 Centaurus Financial Inc.6,241$5.84M0.2%N/A0.001%
8/18/2026 Brasada Capital Management LP13,385$12.52M0.0%N/A0.003%
8/18/2026 FSA Advisors Inc.215$201K0.1%N/A0.000%
8/18/2026 Harvey Capital Management Inc.631$590K0.1%N/A0.000%
8/18/2026 Coastal Bridge Advisors LLC3,802$3.56M0.2%N/A0.001%
8/18/2026Jefferies Financial Group Inc.54,676$51.15M0.3%N/A0.012%
8/18/2026 Public Employees Retirement System of Ohio178,283$166.78M0.5%N/A0.040%
8/18/2026 MASTERINVEST Kapitalanlage GmbH5,212$4.88M0.4%N/A0.001%
8/17/2026 Triton Financial Group Inc4,101$3.84M2.2%N/A0.001%
8/17/2026 Strive Financial Group LLC530$496K0.2%-73.4%0.000%
8/17/2026 Redwood Investment Management LLC1,998$1.87M0.2%N/A0.000%
8/17/2026 Parvin Asset Management LLC1,000$935K0.7%N/A0.000%
8/17/2026 Proficio Capital Partners LLC3,239$3.03M0.1%N/A0.001%
8/17/2026 Stonebridge Capital Management Inc.483$452K0.2%N/A0.000%
8/17/2026 Pure Financial Advisors LLC10,000$9.36M0.1%N/A0.002%
8/17/2026 Payne Capital Management LLC266$249K0.1%N/A0.000%
8/17/2026 Transamerica Financial Advisors LLC6,339$5.93M0.5%N/A0.001%
8/17/2026 Sanchez Levi Garrett1,655$1.55M0.8%N/A0.000%
8/17/2026 Corient Private Wealth LP926,657$726.69M0.5%N/A0.209%
8/17/2026 Palogic Value Management L.P.558$522K0.2%N/A0.000%
8/17/2026 Perennial Investment Advisors LLC3,950$3.70M0.2%N/A0.001%
8/17/2026 Pingora Partners LLC62$58K0.0%N/A0.000%
8/17/2026 Ascent Advisors LLC394$364K0.4%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.5,285$4.94M0.2%N/A0.001%
8/17/2026 Bamco Inc. NY5,569$5.21M0.0%N/A0.001%
8/17/2026 Bank of America Corp DE7,249,774$6.78B0.4%N/A1.635%
8/17/2026 Birmingham Capital Management Co. Inc. AL1,910$1.79M0.7%N/A0.000%
8/17/2026 Blodgett Wealth Advisors LLC4,693$4.39M2.9%N/A0.001%
8/15/2026 Magnolia Capital Advisors LLC535$500K0.1%N/A0.000%
8/15/2026 Strategic Global Advisors LLC1,577$1.48M0.2%N/A0.000%
8/15/2026 Port Capital LLC356$333K0.0%N/A0.000%
8/15/2026 Vantage Point Financial LLC218$204K0.1%N/A0.000%
8/15/2026 Freestone Grove Partners LP58,314$54.55M0.4%N/A0.013%
8/15/2026 Caisse de depot et placement du Quebec469,190$438.91M0.6%N/A0.106%
8/15/2026 Pointe Capital Management LLC3,292$3.08M1.4%N/A0.001%
8/15/2026 Western Wealth Management LLC3,583$3.35M0.1%N/A0.001%
8/15/2026 Invst LLC1,994$1.87M0.2%N/A0.000%
8/15/2026 Councilmark Asset Management LLC855$800K0.4%N/A0.000%
8/15/2026 First Bancorp Inc ME 194$181K0.1%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL272$255K0.1%N/A0.000%
8/15/2026 PMV Capital Advisers LLC50$47K0.1%N/A0.000%
8/15/2026 Jupiter Topco LLC404,467$378.36M0.2%N/A0.091%
8/15/2026 Bristol Gate Capital Partners Inc.64,911$60.72M4.2%N/A0.015%
8/14/2026 EFG International AG9,915$9.27M0.2%N/A0.002%
8/14/2026 Ancora Advisors LLC16,985$15.89M0.3%N/A0.004%
8/14/2026 Delos Wealth Advisors LLC42$39K0.0%N/A0.000%
8/14/2026 Palisade Capital Management LP13,840$12.95M0.6%N/A0.003%
8/14/2026 Cooper Haims Advisors LLC376$352K0.2%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board916,798$857.64M0.5%N/A0.207%
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8/14/2026 Castlekeep Investment Advisors LLC1,033$966K0.5%N/A0.000%
8/14/2026 Castleark Management LLC2,800$2.62M0.1%N/A0.001%
8/14/2026 Osterweis Capital Management Inc.432$404K0.0%N/A0.000%
8/14/2026 Royal Capital Wealth Management LLC722$676K0.4%N/A0.000%
8/14/2026 AFT Forsyth & Company Inc.3,288$3.08M1.5%N/A0.001%
8/14/2026 White Knight Strategic Wealth Advisors LLC764$715K0.5%N/A0.000%
8/14/2026 Legal & General Group Plc2,525,135$2.36B0.5%N/A0.569%
8/14/2026 The Manufacturers Life Insurance Company 444,473$415.79M0.3%N/A0.100%
8/14/2026 Kelly Lawrence W & Associates Inc. CA23,978$22.43M4.8%N/A0.005%
8/14/2026 Jones Financial Companies Lllp10,049$9.40M0.0%N/A0.002%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,594 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($37.62B), BlackRock Inc. ($32.00B), State Street Corp ($15.65B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), Morgan Stanley ($8.21B), and Bank of America Corp DE ($6.78B).Learn more on Costco Wholesale's institutional investors.

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

Of the 4,021 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 ($17.43M), GAMMA Investing LLC ($8.16M), Bank of America Corp DE ($8.02M), International Assets Investment Management LLC ($7.37M), Diamant Asset Management Inc. ($6.72M), Corient Private Wealth LLC ($5.68M), and Nuveen LLC ($3.66M).

Institutional investors have bought a total of 60,854,088 shares in the last 24 months. This purchase volume represents approximately $55.69B in transactions.

Of the 2,243 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: Cardano Risk Management B.V. ($1.60M), Assenagon Asset Management S.A. ($1.39M), Laurel Wealth Advisors LLC ($1.38M), Jennison Associates LLC ($1.09M), Vestor Capital LLC ($969.82K), BlackRock Inc. ($744.21K), and Renaissance Technologies LLC ($673.55K).

Institutional investors have sold a total of 20,695,160 shares in the last 24 months. This volume of shares sold represents approximately $19.19B in transactions.


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Institutional ownership data for NASDAQ:COST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.
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