Free Trial

Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$1,008.79 -3.27 (-0.32%)
Closing price 05/8/2026 04:00 PM Eastern
Extended Trading
$1,008.25 -0.54 (-0.05%)
As of 05/8/2026 08:00 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.

Institutional Ownership Changes (13F Filings) for Costco Wholesale (NASDAQ:COST)

Current
Institutional Ownership
Percentage
68.48%
Number of
Institutional Buyers
(last 12 months)
3074
Total
Institutional Inflows
(last 12 months)
$54.67B
Number of
Institutional Sellers
(last 12 months)
2540
Total
Institutional Outflows
(last 12 months)
$21.99B
Get COST Insider Trade Alerts

Want to know when executives and insiders are buying or selling Costco Wholesale stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 Pacific Sun Financial Corp1,133$1.13M0.5%+2.9%0.000%
5/8/2026 PNC Financial Services Group Inc.630,814$628.56M0.4%+0.7%0.142%
5/8/2026 Oslo Pensjonsforsikring AS1,471$1.47M0.2%N/A0.000%
5/8/2026 HORAN Wealth LLC803$769K0.1%+1.3%0.000%
5/8/2026 Baader Bank Aktiengesellschaft451$411K0.0%+31.9%0.000%
5/8/2026 Burling Wealth Partners LLC3,369$3.36M0.5%-7.6%0.001%
5/8/2026 Andra AP fonden62,622$62.40M0.8%+284.7%0.014%
5/8/2026 Summit Asset Management LLC1,190$1.19M0.2%+9.1%0.000%
5/8/2026 Wilkerson Advisory Group LLC167$166K0.1%+59.0%0.000%
5/8/2026 Glenview Trust Co13,450$13.40M0.2%+1.4%0.003%
5/8/2026 Madison Asset Management LLC33,040$32.92M0.4%+19.8%0.007%
5/8/2026 Resolute Advisors LLC245$244K0.1%N/A0.000%
5/8/2026 Summit Global Investments11,951$11.91M0.7%-17.7%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC9,645$9.61M0.2%+3.0%0.002%
5/8/2026 Rice Partnership LLC11,877$11.83M1.6%-1.2%0.003%
5/8/2026 Cutler Investment Counsel LLC2,953$2.94M0.3%+0.8%0.001%
5/8/2026 MWA Asset Management4,555$4.78M2.6%+7.1%0.001%
5/8/2026 Alpha Zero LLC543$541K0.3%-2.2%0.000%
5/8/2026 Johnson Financial Group Inc.3,316$3.30M0.1%+1.7%0.001%
5/8/2026 Convergence Investment Partners LLC570$568K0.1%-4.8%0.000%
5/8/2026 JSF Financial LLC1,996$1.99M0.4%-2.3%0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI11,107$11.07M0.2%+25.4%0.003%
5/7/2026 Legacy Wealth Managment LLC ID555$553K0.3%+10.3%0.000%
5/7/2026 Hopwood Financial Services Inc.422$420K0.3%-9.6%0.000%
5/7/2026 Florida Financial Advisors LLC1,358$1.35M0.3%+6.3%0.000%
5/7/2026 Beta Wealth Group Inc.945$942K0.4%+16.2%0.000%
5/7/2026 Hanover Advisors Inc.555$553K0.2%N/A0.000%
5/7/2026 AlTi Global Inc.2,743$2.73M0.1%+4.5%0.001%
5/7/2026 Van Strum & Towne Inc.647$645K0.2%-2.3%0.000%
5/7/2026 Earned Wealth Advisors LLC4,161$4.15M0.3%+0.7%0.001%
5/7/2026 Grant Street Asset Management Inc.306$305K0.1%-9.7%0.000%
5/7/2026 Commonwealth Financial Services LLC3,054$3.04M0.5%+2.0%0.001%
5/7/2026 Carl P. Sherr & Co. LLC3,230$3.22M1.5%-2.0%0.001%
5/7/2026 Hollencrest Capital Management70,561$70.31M2.6%+3.2%0.016%
5/7/2026 Meeder Asset Management Inc.2,438$2.43M0.1%-39.0%0.001%
5/7/2026 Meeder Advisory Services Inc.10,630$10.59M0.4%+9.8%0.002%
5/7/2026 Lowe Brockenbrough & Co. Inc.462$460K0.0%-19.4%0.000%
5/7/2026 Dimensional Fund Advisors LP1,684,707$1.68B0.3%+0.6%0.380%
5/7/2026 NWK Group Inc.14,797$14.74M5.7%-0.8%0.003%
5/7/2026 Balefire LLC985$982K0.2%+6.0%0.000%
5/7/2026 Parallel Advisors LLC45,954$45.79M0.8%+0.9%0.010%
5/7/2026 Boston Common Asset Management LLC12,727$12.68M0.8%-4.0%0.003%
5/7/2026 Planning Alternatives Ltd. ADV819$816K0.1%+237.0%0.000%
5/7/2026 Nelson Capital Management LLC9,616$9.58M1.2%-1.7%0.002%
5/7/2026 KBC Group NV135,805$135.32M0.3%-0.2%0.031%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.552$550K0.4%-10.5%0.000%
5/7/2026 Little House Capital LLC5,446$5.43M1.4%+5.2%0.001%
5/7/2026 True North Advisors LLC10,935$10.90M1.2%+7.7%0.002%
5/7/2026 Tandem Investment Advisors Inc.43,412$43.26M2.1%-14.5%0.010%
5/7/2026 SEB Asset Management AB17,710$17.65M0.1%N/A0.004%
5/7/2026 Vision Retirement LLC12,702$12.66M3.6%-0.6%0.003%
5/7/2026 Swiss National Bank1,302,660$1.30B0.7%+7.3%0.294%
5/7/2026 World Equity Group Inc.955$951K0.2%+17.6%0.000%
5/7/2026 Precision Wealth Strategies LLC219$218K0.1%-36.7%0.000%
5/7/2026 Valley Wealth Managers Inc.975$972K0.1%-3.7%0.000%
5/7/2026 AIA Group Ltd26,816$26.72M0.4%+2.0%0.006%
5/7/2026 Legacy Wealth Advisors LLC403$402K0.2%N/A0.000%
5/7/2026 Mediolanum International Funds Ltd67,137$66.91M0.7%+7.6%0.015%
5/7/2026 Spartan Wealth Advisory Services LLC9,042$9.01M0.8%N/A0.002%
5/7/2026 Arjuna Capital3,583$3.57M0.9%+3.5%0.001%
5/7/2026 WealthTrust Asset Management LLC260$259K0.2%N/A0.000%
5/7/2026 ANB Bank2,405$2.40M1.0%-1.9%0.001%
5/7/2026 Crescent Grove Advisors LLC1,104$1.10M0.1%+18.5%0.000%
5/7/2026 Ascent Wealth Partners LLC5,356$5.34M0.6%+54.1%0.001%
5/6/2026 Sterling Financial Planning Inc.641$639K0.2%+21.9%0.000%
5/6/2026 Jennison Associates LLC2,312,440$2.30B1.6%+3.8%0.521%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC870$867K0.1%+7.9%0.000%
5/6/2026 Pavion Blue Capital LLC9,164$9.13M4.0%-0.9%0.002%
5/6/2026 GatePass Capital LLC366$365K0.2%+13.0%0.000%
5/6/2026 German American Bancorp Inc.13,928$13.88M1.2%+0.6%0.003%
5/6/2026 California Public Employees Retirement System941,708$938.35M0.6%-15.2%0.212%
5/6/2026 Ceera Investments LLC4,879$4.86M2.1%-8.8%0.001%
5/6/2026 Clifford Swan Investment Counsel LLC97,796$97.45M3.3%-1.7%0.022%
5/6/2026 Quadrant Private Wealth Management LLC3,026$3.02M0.5%+3.2%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC140,397$142.39M1.9%-0.4%0.032%
5/6/2026 MTM Investment Management LLC3,874$3.86M1.2%-0.7%0.001%
5/6/2026 Ranch Capital Advisors Inc.897$893K0.3%+2.3%0.000%
5/6/2026 Kesler Norman & Wride LLC10,257$10.22M1.8%-0.8%0.002%
5/6/2026 Heartland Bank & Trust Co1,527$1.52M0.3%+3.2%0.000%
5/6/2026 Zhang Financial LLC2,215$2.21M0.1%+33.9%0.000%
5/6/2026 Centennial Bank AR 1,756$1.75M0.6%-10.2%0.000%
5/6/2026 Frontier Asset Management LLC356$355K0.1%-58.2%0.000%
5/6/2026 Simon Quick Advisors LLC2,082$2.07M0.1%-13.7%0.000%
5/6/2026 FSA Advisors Inc.246$245K0.2%-98.7%0.000%
5/6/2026 Aire Advisors LLC4,276$4.26M0.8%-7.4%0.001%
5/6/2026 Kera Capital Partners Inc.947$944K0.1%+40.7%0.000%
5/6/2026 GS Investments Inc.4,457$4.44M2.5%-0.2%0.001%
5/6/2026 Cornerstone Planning Group LLC223$226K0.0%+18.0%0.000%
5/6/2026 Gryphon Financial Partners LLC4,858$4.84M0.5%+6.6%0.001%
5/6/2026 Copeland Capital Management LLC10,871$10.83M0.2%-6.1%0.002%
5/6/2026 Modera Wealth Management LLC6,778$6.75M0.1%+6.0%0.002%
5/6/2026 Townsend Asset Management Corp NC ADV8,097$8.07M2.9%+2.9%0.002%
5/6/2026 Advisortrust Partners LLC433$432K0.2%-45.9%0.000%
5/6/2026 Astra Wealth Partners LLC215$214K0.1%N/A0.000%
5/6/2026 Assetmark Inc.66,108$65.87M0.1%+16.1%0.015%
5/6/2026 NovaPoint Capital LLC2,729$2.72M0.7%+2.9%0.001%
5/6/2026 PeakShares LLC1,162$1.16M1.1%-5.1%0.000%
5/6/2026 Gould Asset Management LLC CA1,989$1.98M0.3%+1.2%0.000%
5/6/2026 Main Street Group LTD1,226$1.22M0.4%+0.8%0.000%
5/6/2026 Barings LLC298$297K0.0%N/A0.000%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,567 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 ($5.81B), 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 4,014 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 58,895,977 shares in the last 24 months. This purchase volume represents approximately $54.67B in transactions.

Of the 2,540 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), Bank of New York Mellon Corp ($950.15K), and Amundi ($924.32K).

Institutional investors have sold a total of 23,558,689 shares in the last 24 months. This volume of shares sold represents approximately $21.99B in transactions.



This page (NASDAQ:COST) was last updated on 5/10/2026 by MarketBeat.com Staff.
From Our Partners