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Costco Wholesale (COST) Institutional Ownership

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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)
2300
Total
Institutional Inflows
(last 12 months)
$21.03B
Number of
Institutional Sellers
(last 12 months)
1764
Total
Institutional Outflows
(last 12 months)
$34.83B
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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
4/25/2024Freedom Day Solutions LLC4,845$3.55M1.3%-2.2%0.001%
4/25/2024Summit Financial LLC15,830$11.60M0.7%-21.4%0.004%
4/25/2024Cambridge Investment Research Advisors Inc.119,999$87.92M0.3%+9.0%0.027%
4/24/2024Private Trust Co. NA7,486$5.49M0.6%+2.2%0.002%
4/24/2024Elite Wealth Management Inc.6,973$5.11M0.2%+1.8%0.002%
4/24/2024Leavell Investment Management Inc.2,050$1.50M0.1%+6.2%0.000%
4/24/2024PSI Advisors LLC128$94K0.0%+17.4%0.000%
4/24/2024Beddow Capital Management Inc.340$249K0.1%+4.6%0.000%
4/24/2024Zhang Financial LLC1,010$740K0.1%+3.8%0.000%
4/24/2024Family Legacy Inc.6,316$4.63M1.7%-6.3%0.001%
4/24/2024CENTRAL TRUST Co22,946$16.81M0.4%-1.7%0.005%
4/24/2024Alta Advisers Ltd1,200$879K0.4%+9.1%0.000%
4/24/20241900 Wealth Management LLC663$486K0.0%-15.3%0.000%
4/24/2024Oxler Private Wealth LLC3,714$2.72M1.1%+130.1%0.001%
4/24/2024Berkshire Bank1,447$1.06M0.3%+12.1%0.000%
4/24/2024Newbridge Financial Services Group Inc.2,894$2.12M0.9%-0.5%0.001%
4/24/2024Townsend & Associates Inc463$334K0.0%-17.6%0.000%
4/24/2024Arlington Capital Management Inc.1,295$949K0.8%+1.1%0.000%
4/24/2024Premier Path Wealth Partners LLC3,195$2.34M0.4%-2.7%0.001%
4/24/2024Trinity Legacy Partners LLC6,743$4.94M1.4%-16.7%0.002%
4/24/2024Zullo Investment Group Inc.2,236$1.64M0.8%+0.8%0.001%
4/24/2024Hartford Financial Management Inc.14,693$10.77M2.3%+0.4%0.003%
4/24/2024Round Rock Advisors LLC325$238K0.1%+6.6%0.000%
4/24/2024Dakota Wealth Management54,553$39.97M1.0%+18.1%0.012%
4/24/2024SOL Capital Management CO4,702$3.45M0.4%-0.5%0.001%
4/24/2024Harvey Investment Co. LLC33,938$24.86M2.8%-0.4%0.008%
4/24/2024Waypoint Wealth Partners Inc.1,479$1.08M0.3%+75.7%0.000%
4/24/2024Smith Anglin Financial LLC1,292$946K0.1%+1.9%0.000%
4/24/2024Simplicity Wealth LLC10,818$7.93M0.2%N/A0.002%
4/24/2024Archford Capital Strategies LLC5,014$3.67M0.6%-1.9%0.001%
4/24/2024NBT Bank N A NY18,851$13.81M1.0%-2.0%0.004%
4/24/2024Childress Capital Advisors LLC1,178$863K0.3%+2.9%0.000%
4/24/2024Avitas Wealth Management LLC23,905$17.51M2.7%+1.0%0.005%
4/24/2024Spire Wealth Management31,511$23.09M0.9%-9.2%0.007%
4/24/2024Buttonwood Financial Advisors Inc.1,388$1.02M0.5%-13.1%0.000%
4/24/2024First Pacific Financial4,658$3.41M1.0%-0.5%0.001%
4/24/2024Gemmer Asset Management LLC883$647K0.1%+10.9%0.000%
4/24/2024Essex Financial Services Inc.4,377$3.21M0.3%+9.7%0.001%
4/24/2024Bar Harbor Wealth Management37,750$27.66M1.8%+0.2%0.009%
4/24/2024West Branch Capital LLC1,957$1.43M0.6%+16.1%0.000%
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4/24/2024Assenagon Asset Management S.A.215,906$158.18M0.4%+1,283.8%0.049%
4/23/2024 IRON Financial LLC905$663K0.4%+81.0%0.000%
4/23/2024 Bell Bank2,111$1.55M0.1%+62.8%0.000%
4/23/2024 Godsey & Gibb Inc.36,470$26.72M2.8%-4.6%0.008%
4/23/2024 North Point Portfolio Managers Corp OH31,356$22.97M3.9%-21.3%0.007%
4/23/2024 Iowa State Bank1,899$1.39M0.3%N/A0.000%
4/23/2024Busey Bank13,729$10.06M0.4%+4.0%0.003%
4/23/2024 BSW Wealth Partners1,337$980K0.2%-6.5%0.000%
4/23/2024 Carderock Capital Management Inc.10,529$7.71M2.2%-5.3%0.002%
4/23/2024 Sky Investment Group LLC2,845$2.08M0.4%-3.1%0.001%
4/23/2024 Absher Wealth Management LLC37,251$27.29M3.8%-1.6%0.008%
4/23/2024 Bfsg LLC12,320$9.03M1.2%-5.0%0.003%
4/23/2024 Milestone Asset Management LLC621$455K0.1%N/A0.000%
4/23/2024 Eads & Heald Wealth Management4,899$3.59M1.7%-8.8%0.001%
4/23/2024 Global Retirement Partners LLC12,616$9.24M0.3%-0.9%0.003%
4/23/2024 Cornell Pochily Investment Advisors Inc.2,985$2.19M0.9%-2.7%0.001%
4/23/2024 TriaGen Wealth Management LLC4,503$3.30M1.4%-1.2%0.001%
4/23/2024 Cookson Peirce & Co. Inc.41,149$30.15M1.6%-0.1%0.009%
4/23/2024 Covenant Asset Management LLC4,669$3.42M0.6%+0.9%0.001%
4/23/2024 Sweet Financial Partners LLC2,932$2.15M0.5%+445.0%0.001%
4/23/2024 Fishman Jay A Ltd. MI18,298$13.41M1.5%-0.1%0.004%
4/23/2024 LaFleur & Godfrey LLC1,287$943K0.1%+22.3%0.000%
4/23/2024 Louisiana State Employees Retirement System60,600$44.40M0.9%-2.3%0.014%
4/23/2024 Sage Mountain Advisors LLC2,031$1.49M0.2%+15.4%0.000%
4/23/2024 United Asset Strategies Inc.2,120$1.55M0.2%+2.0%0.000%
4/23/2024 Wealth Advisory Solutions LLC359$263K0.1%N/A0.000%
4/23/2024 WASHINGTON TRUST Co32,780$24.02M0.9%-1.0%0.007%
4/23/2024 Canvas Wealth Advisors LLC1,265$905K0.3%-7.5%0.000%
4/23/2024 Venturi Wealth Management LLC3,519$2.58M0.2%-2.9%0.001%
4/23/2024 Silver Lake Advisory LLC356$261K0.1%N/A0.000%
4/23/2024 Rational Advisors LLC3,865$2.83M0.3%-42.1%0.001%
4/23/2024 Community Financial Services Group LLC15,546$11.39M2.6%N/A0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 2,012$1.47M0.6%-0.8%0.000%
4/23/2024 Cherry Creek Investment Advisors Inc.5,862$4.30M2.3%+5.1%0.001%
4/23/2024 Amalgamated Bank96,113$70.42M0.6%-12.8%0.022%
4/23/2024 Birinyi Associates Inc.4,215$3.09M1.0%+1.8%0.001%
4/23/2024 Legacy Trust10,478$7.68M1.9%-0.4%0.002%
4/23/2024 Nations Financial Group Inc. IA ADV14,902$10.92M0.9%+0.9%0.003%
4/23/2024 Gradient Investments LLC24,268$17.78M0.4%-9.5%0.005%
4/23/2024 New Mexico Educational Retirement Board22,265$16.31M0.6%-3.5%0.005%
4/23/2024 Sugarloaf Wealth Management LLC1,187$870K0.2%-16.8%0.000%
4/23/2024 Tyche Wealth Partners LLC5,706$4.18M1.0%-7.1%0.001%
4/23/2024 Fifth Third Bancorp233,517$171.08M0.7%+3.3%0.053%
4/23/2024 McAdam LLC558$409K0.0%+3.9%0.000%
4/23/2024 Wesbanco Bank Inc.11,018$8.07M0.3%+11.7%0.002%
4/23/2024 Summit Trail Advisors LLC6,299$4.62M0.1%+4.6%0.001%
4/23/2024 Stablepoint Partners LLC1,532$1.12M0.2%+11.1%0.000%
4/23/2024 Regatta Capital Group LLC5,371$3.94M0.9%+5.1%0.001%
4/23/2024 Principle Wealth Partners LLC5,744$4.21M0.3%-2.0%0.001%
4/23/2024 Duncker Streett & Co. Inc.12,754$9.34M1.8%+8.4%0.003%
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4/23/2024 Petra Financial Advisors Inc.511$370K0.3%+10.6%0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA254,152$181.84M1.8%-0.2%0.057%
4/23/2024 Arcadia Investment Management Corp MI27,718$20.31M3.6%+0.1%0.006%
4/23/2024 Cigna Investments Inc. New4,699$3.44M0.6%-0.6%0.001%
4/23/2024 Strategic Blueprint LLC4,474$3.28M0.2%+12.2%0.001%
4/23/2024 Bank of Stockton7,344$5.38M1.7%-0.7%0.002%
4/23/2024 Accurate Wealth Management LLC933$662K0.2%+3.4%0.000%
4/23/2024 OxenFree Capital LLC294$215K0.2%-8.1%0.000%
4/23/2024 Wealth Effects LLC886$649K0.2%-33.1%0.000%
4/23/2024 Hanson & Doremus Investment Management10,738$7.87M1.3%+1.3%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, 3,478 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($26.64B), BlackRock Inc. ($16.45B), State Street Corp ($10.29B), FMR LLC ($5.10B), Morgan Stanley ($4.93B), Geode Capital Management LLC ($4.53B), and Norges Bank ($3.63B).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 3,069 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: International Assets Investment Management LLC ($6.92M), Norges Bank ($5.50M), Bank Julius Baer & Co. Ltd Zurich ($3.73M), Osaic Holdings Inc. ($2.27M), Vanguard Group Inc. ($1.54M), Jennison Associates LLC ($1.24M), and State Street Corp ($1.07M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 62,051,937 shares in the last 24 months. This purchase volume represents approximately $34.32B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,399 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), Fisher Asset Management LLC ($1.79M), BlackRock Inc. ($1.47M), Parnassus Investments LLC ($1.32M), Jennison Associates LLC ($999.00K), Deutsche Bank AG ($865.61K), and Capital World Investors ($722.44K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 85,574,026 shares in the last 24 months. This volume of shares sold represents approximately $45.68B in transactions.


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This page (NASDAQ:COST) was last updated on 4/25/2024 by MarketBeat.com Staff

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