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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$956.32 -38.88 (-3.91%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$958.06 +1.74 (+0.18%)
As of 05/29/2026 07:59 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 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)
3026
Total
Institutional Inflows
(last 12 months)
$51.26B
Number of
Institutional Sellers
(last 12 months)
2472
Total
Institutional Outflows
(last 12 months)
$22.10B
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COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026Krane Financial Solutions LLC712$709K0.5%N/A0.000%
5/29/2026Asset Dedication LLC4,481$4.47M0.3%-15.8%0.001%
5/28/2026 Cozad Asset Management Inc.18,032$17.97M1.4%+1.9%0.004%
5/28/2026 Lavelle Capital LP633$631K0.4%N/A0.000%
5/28/2026 Blue Fin Capital Inc.12,132$12.09M2.0%+0.7%0.003%
5/28/2026 Carlson Capital L.P.1,405$1.40M0.4%+75.6%0.000%
5/28/2026 Challenger Wealth Management2,393$2.38M1.9%+1.5%0.001%
5/28/2026 Maripau Wealth Management LLC1,002$998K0.4%+47.4%0.000%
5/27/2026 Allen Capital Group LLC8,322$8.29M0.7%+627.4%0.002%
5/27/2026 Security Financial Services INC.264$263K0.0%-45.5%0.000%
5/27/2026 Westshore Wealth LLC432$430K0.2%-4.2%0.000%
5/26/2026 Serenity Investment Advisors230$237K0.1%N/A0.000%
5/26/2026 Glenmede Trust Co. NA125,090$124.64M0.6%-0.7%0.028%
5/26/2026 Summit Financial Wealth Advisors LLC906$903K0.1%+16.8%0.000%
5/26/2026 Ruggaard & Associates LLC756$753K0.3%-3.2%0.000%
5/26/2026 Axiom Investment Management LLC80$80K0.1%N/A0.000%
5/22/2026 Summitry LLC1,588$1.58M0.1%+233.6%0.000%
5/22/2026 Groupama Asset Managment19,627$19.56M0.3%+11.7%0.004%
5/22/2026 WNY Asset Management LLC810$807K0.1%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC104,607$103.79M1.3%N/A0.024%
5/22/2026 Wellington Grp LLC525$523K0.2%-28.0%0.000%
5/22/2026 Verus Capital Partners LLC3,034$3.02M0.2%-7.8%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC14,039$13.99M3.1%-0.5%0.003%
5/21/2026 GKV Capital Management Co. Inc.8,717$8.69M3.1%-0.7%0.002%
5/21/2026 Argent Capital Management LLC2,480$2.47M0.1%-8.3%0.001%
5/21/2026 Front Street Capital Management Inc.17,329$17.27M2.2%-21.5%0.004%
5/21/2026 Essential Partners LLC271$270K0.1%+903.7%0.000%
5/21/2026 Vestor Capital LLC1,017$1.01M0.1%-99.9%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.4,386$4.37M1.0%-3.6%0.001%
5/21/2026 BankChampaign National Association1,421$1.42M1.4%N/A0.000%
5/21/2026 Groupe la Francaise44,997$44.55M0.6%-0.1%0.010%
5/20/2026 SHUTTLEWORTH & Co2,442$2.43M2.2%+0.4%0.001%
5/20/2026 Leigh Baldwin & CO. LLC842$839K0.5%+8.2%0.000%
5/20/2026 TrueWealth Financial Partners808$805K0.3%N/A0.000%
5/19/2026 Front Row Advisors LLC5,425$5.41M1.8%-0.4%0.001%
5/19/2026 Western Wealth Management LLC19,195$19.13M0.7%+21.0%0.004%
5/19/2026 McIlrath & Eck LLC6,485$6.46M0.5%+1.0%0.001%
5/19/2026 Sonoma Allocations LLC477$483K0.2%+6.5%0.000%
5/19/2026 Park State Asset Management6,870$6.85M5.2%-1.5%0.002%
5/19/2026 Orographic Financial Advisors LLC382$380K0.3%N/A0.000%
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5/19/2026 Cim Investment Management Inc.2,635$2.63M0.7%-0.5%0.001%
5/19/2026 Silicon Valley Capital Partners11,972$11.93M1.2%-34.5%0.003%
5/19/2026 Paragon Private Wealth Management LLC1,573$1.57M0.5%+13.8%0.000%
5/19/2026 Ariadne Wealth Management LP500$498K0.2%+48.4%0.000%
5/19/2026 Bank of America Corp DE7,515,031$7.49B0.5%+11.5%1.694%
5/19/2026 Hamilton Wealth LLC1,214$1.21M0.1%+98.7%0.000%
5/19/2026 Strait & Sound Wealth Management LLC5,638$5.62M2.1%+0.2%0.001%
5/19/2026 Edgestream Partners L.P.2,695$2.69M0.1%+118.0%0.001%
5/19/2026 Financial Insights Inc.2,603$2.59M0.8%+1.8%0.001%
5/19/2026 Kensington Investment Counsel LLC1,269$1.26M0.6%-18.8%0.000%
5/19/2026 Kentucky Retirement Systems36,073$35.94M1.2%+29.4%0.008%
5/19/2026 Chesapeake Wealth Management670$668K0.2%+11.5%0.000%
5/19/2026 Janus Henderson Group PLC388,793$387.40M0.2%+0.7%0.088%
5/19/2026 Centaurus Financial Inc.6,602$6.58M0.3%-1.3%0.001%
5/19/2026 Cim LLC20,363$20.29M2.9%-6.4%0.005%
5/19/2026 Oddo BHF Asset Management Sas8,496$8.47M0.3%+2.8%0.002%
5/19/2026 Bull Harbor Capital LLC1,335$1.33M0.4%N/A0.000%
5/19/2026 Strategic Investment Advisors MI1,365$1.36M0.1%+15.5%0.000%
5/19/2026 Ashton Thomas Securities LLC3,064$3.05M0.4%+46.7%0.001%
5/19/2026 Arkadios Wealth Advisors23,217$23.13M0.4%-3.1%0.005%
5/19/2026 Claris Financial LLC1,114$1.11M0.6%+2.2%0.000%
5/19/2026 Altshuler Shaham Ltd2,618$2.61M0.0%N/A0.001%
5/19/2026 Smith Group Asset Management LLC61,895$61.67M3.1%+9.0%0.014%
5/18/2026 Sunbelt Securities Inc.5,714$5.69M0.4%+1.9%0.001%
5/18/2026 Guardian Partners Inc.10,360$10.35M0.9%-2.0%0.002%
5/18/2026 Amundi2,839,016$2.83B0.8%+11.1%0.640%
5/18/2026 Gould Capital LLC3,960$3.95M2.4%+10.8%0.001%
5/18/2026 Adalta Capital Management LLC135$135K0.1%-10.0%0.000%
5/18/2026 EverSource Wealth Advisors LLC6,329$6.31M0.2%+34.0%0.001%
5/18/2026 Talon Private Wealth LLC849$846K0.1%N/A0.000%
5/18/2026 California State Teachers Retirement System687,142$684.69M0.7%-2.2%0.155%
5/18/2026 Core Wealth Advisors Inc.510$508K0.1%+8.7%0.000%
5/18/2026 Resources Management Corp CT ADV13,424$13.38M1.8%-0.4%0.003%
5/18/2026 ROI Financial Advisors LLC8,697$8.67M5.2%-0.6%0.002%
5/18/2026 Richwood Investment Advisors LLC1,825$1.82M1.4%+2.5%0.000%
5/18/2026 Eley Financial Management Inc5,212$4.97M1.8%+2.4%0.001%
5/18/2026 Elite Wealth Management Inc.756$753K0.2%-34.9%0.000%
5/18/2026 Empowered Funds LLC67,791$67.55M0.4%+71.7%0.015%
5/18/2026 Evelyn Partners Investment Management Europe Ltd1,600$1.59M0.5%-16.8%0.000%
5/18/2026 Evelyn Partners Investment Management LLP11,277$11.24M0.3%+3.2%0.003%
5/18/2026 Evelyn Partners Investment Management Services Ltd813$810K0.1%-18.5%0.000%
5/18/2026 Evercore Wealth Management LLC100,119$99.76M1.6%-1.1%0.023%
5/16/2026 The Manufacturers Life Insurance Company 357,156$355.88M0.3%+14.3%0.081%
5/16/2026 KCM Investment Advisors LLC112,385$111.98M3.7%-2.2%0.025%
5/16/2026 Measured Risk Portfolios Inc.213$212K0.2%N/A0.000%
5/16/2026 Glen Eagle Advisors LLC3,194$3.18M0.4%-6.5%0.001%
5/16/2026 Excelsior Advisor Network LLC1,465$1.46M0.6%-1.7%0.000%
5/16/2026 Quantinno Capital Management LP298,945$297.88M0.5%+27.9%0.067%
5/16/2026 SummitTX Capital L.P.10,395$10.36M0.3%-67.2%0.002%
5/16/2026 Lazard Asset Management LLC180,870$180.22M0.3%+70.5%0.041%
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5/16/2026 Jessup Wealth Management Inc10,974$10.94M4.0%+184.3%0.002%
5/16/2026 Family Manage LLC1,217$1.21M0.1%+32.6%0.000%
5/15/2026 Cardiff Park Advisors LLC1,187$1.18M0.1%-16.2%0.000%
5/15/2026 Intelligence Driven Advisers LLC234$233K0.0%N/A0.000%
5/15/2026 Northeast Financial Group Inc.415$414K0.1%-4.8%0.000%
5/15/2026 Gateway Wealth Partners LLC7,468$7.44M0.3%+52.8%0.002%
5/15/2026 Wealth Watch Advisors INC334$333K0.1%+209.3%0.000%
5/15/2026 Blue Chip Partners LLC34,381$34.26M2.5%+5.6%0.008%
5/15/2026 Quadcap Wealth Management LLC1,743$1.74M0.2%+1.9%0.000%
5/15/2026 Cypress Capital Group8,071$8.04M0.9%-0.9%0.002%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,575 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($37.62B), State Street Corp ($15.65B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), Morgan Stanley ($8.21B), Bank of America Corp DE ($7.49B), and Norges Bank ($5.20B).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 4,012 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), International Assets Investment Management LLC ($7.37M), Diamant Asset Management Inc. ($6.72M), Corient Private Wealth LLC ($5.68M), Nuveen LLC ($3.66M), and Kingstone Capital Partners Texas LLC ($2.36M).

Institutional investors have bought a total of 55,183,124 shares in the last 24 months. This purchase volume represents approximately $51.26B in transactions.

Of the 2,472 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: Assenagon Asset Management S.A. ($1.76M), Cardano Risk Management B.V. ($1.60M), Laurel Wealth Advisors LLC ($1.38M), Alliancebernstein L.P. ($1.27M), Jennison Associates LLC ($1.13M), Vestor Capital LLC ($969.82K), and Bank of New York Mellon Corp ($950.15K).

Institutional investors have sold a total of 23,548,555 shares in the last 24 months. This volume of shares sold represents approximately $22.10B in transactions.


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This page (NASDAQ:COST) was last updated on 5/30/2026 by MarketBeat.com Staff.
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