Go Pro
→ Move your money (NOT into the next AI IPO) (From Stansberry Research) (Ad)tc pixel Free COST Stock Alerts

Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$912.97 -40.16 (-4.21%)
Closing price 07/9/2026 04:00 PM Eastern
Extended Trading
$915.50 +2.53 (+0.28%)
As of 05:20 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 Massive. Learn more.
Compare

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)
$51.14B
Number of
Institutional Sellers
(last 12 months)
2480
Total
Institutional Outflows
(last 12 months)
$22.19B
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.

Subscribe Now
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026Fulcrum Equity Management590$552K0.4%-3.3%0.000%
7/10/2026KMG Fiduciary Partners LLC8,847$8.28M0.8%-14.5%0.002%
7/10/2026Sage Capital Advisors llc6,550$6.13M1.3%+2.2%0.001%
7/10/2026Community Financial Services Group LLC14,933$13.81M2.0%+1.0%0.003%
7/10/2026Constitution Capital LLC2,452$2.29M1.2%-74.9%0.001%
7/10/2026Perkins Coie Trust Co4,754$4.45M0.7%-1.9%0.001%
7/10/2026Hoffman Alan N Investment Management8,346$7.81M4.6%-0.9%0.002%
7/10/2026Fulton Bank N.A.8,505$7.96M0.2%+5.6%0.002%
7/10/2026Wealthcare Advisory Partners LLC6,390$5.98M0.1%-28.3%0.001%
7/10/2026Paladin Wealth LLC630$589K0.3%+7.3%0.000%
7/9/2026Defender Capital LLC.11,500$10.76M3.5%-3.5%0.003%
7/9/2026First Bank & Trust6,210$5.81M0.9%-21.6%0.001%
7/9/2026Revolve Wealth Partners LLC1,272$1.19M0.1%+1.9%0.000%
7/9/2026Key Client Fiduciary Advisors LLC735$688K0.2%-6.5%0.000%
7/9/2026Vista Investment Partners LLC769$719K0.2%-6.1%0.000%
7/9/2026Centurion Wealth Management LLC632$591K0.1%-59.4%0.000%
7/9/2026Finivi Inc.4,128$3.86M2.0%+2.1%0.001%
7/9/2026Franklin Street Advisors Inc. NC19,835$18.56M1.0%-1.4%0.004%
7/9/2026Matrix Trust Co2,194$2.05M0.3%-6.1%0.000%
7/9/2026Veery Capital LLC944$883K0.2%-1.3%0.000%
7/9/2026Sapient Capital LLC72,806$68.11M0.9%-1.3%0.016%
7/9/2026Atlas Brown Inc.4,831$4.52M1.2%-0.3%0.001%
7/9/2026World Equity Group Inc.1,011$946K0.2%+5.9%0.000%
7/9/2026Focus Financial Network Inc.10,630$9.94M0.3%+3.6%0.002%
7/9/2026Allied Private Wealth LLC821$783K0.5%N/A0.000%
7/9/2026TOWER TRUST & INVESTMENT Co2,567$2.40M1.5%-2.4%0.001%
7/9/2026Great Waters Wealth Management1,812$1.70M0.2%+6.0%0.000%
7/9/2026Arista Wealth Management LLC7,505$7.02M0.8%+0.7%0.002%
7/9/2026Aletheian Wealth Advisors LLC521$487K0.2%+7.9%0.000%
7/9/2026Tactive Advisors LLC865$809K0.2%-1.3%0.000%
7/9/2026Everhart Financial Group Inc.4,697$4.39M0.3%-8.5%0.001%
7/9/2026Jacobs & Co. CA23,684$22.16M1.9%-0.1%0.005%
7/9/2026Sax Wealth Advisors LLC3,083$3.07M0.1%+80.1%0.001%
7/9/2026Cardano Risk Management B.V.186,969$174.90M1.3%-0.1%0.042%
7/9/2026Everpar Advisors LLC944$883K0.3%-5.3%0.000%
7/9/2026Adamsbrown Wealth Consultants LLC588$550K0.1%+64.7%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.10,525$9.85M0.3%+9.3%0.002%
7/9/2026 First National Bank of Mount Dora Trust Investment Services10,086$9.44M1.9%-2.3%0.002%
7/9/2026 Legacy Wealth Management LLC MS3,702$3.46M0.9%-0.9%0.001%
7/9/2026 Pine Haven Investment Counsel Inc5,474$5.12M3.4%+0.3%0.001%
Jeff Brown and Marc Chaikin's latest AI prediction explained (Ad)

Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI breakthrough they call 'M.A.G.I.' will collide with a rare market pattern by July 30. That pattern carries a 100% historical track record. The last time it triggered, early investors had a chance to turn $10,000 into as much as $350,000 in roughly 12 months.tc pixel

See the full breakdown of their AI prediction before July 30
7/9/2026 Breakwater Capital Group1,006$941K0.1%+5.0%0.000%
7/9/2026 Affinity Capital Advisors LLC755$718K0.1%-12.6%0.000%
7/9/2026 Agate Pass Investment Management LLC2,903$2.72M1.0%-9.5%0.001%
7/9/2026 Valeo Financial Advisors LLC9,181$8.59M0.2%-1.3%0.002%
7/9/2026 Norway Savings Bank4,318$4.04M1.7%+0.9%0.001%
7/8/2026 MRA Advisory Group300$281K0.1%-39.4%0.000%
7/8/2026 Norman Fields Gottscho Capital Management LLC57,203$53.51M16.2%+0.0%0.013%
7/8/2026 Gradient Investments LLC27,585$25.81M0.4%+9.0%0.006%
7/8/2026 Rockland Trust Co.8,043$7.52M0.3%-1.5%0.002%
7/8/2026 Beacon Bank & Trust963$901K0.2%+6.3%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,812$1.70M0.6%+9.4%0.000%
7/8/2026 Baring Financial LLC1,453$1.36M0.7%-2.0%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.1,713$1.60M0.1%-9.0%0.000%
7/8/2026 Williams & Novak LLC445$416K0.3%-4.1%0.000%
7/8/2026 Chesley Taft & Associates LLC66,032$61.77M2.4%-1.8%0.015%
7/8/2026 Trust Point Inc.2,187$2.05M0.2%+5.7%0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC1,492$1.40M0.5%-12.1%0.000%
7/8/2026 First Heartland Consultants Inc.2,101$1.97M0.1%-1.5%0.000%
7/8/2026 Teamwork Financial Advisors LLC15,162$14.18M1.3%-1.4%0.003%
7/8/2026 Sonoma Allocations LLC440$410K0.2%-7.8%0.000%
7/8/2026 Abner Herrman & Brock LLC575$538K0.1%+11.4%0.000%
7/8/2026 Ebert Capital Management Inc.4,180$3.91M3.7%-0.5%0.001%
7/8/2026 Professional Advisory Services Inc.309$289K0.0%N/A0.000%
7/8/2026 Community Trust & Investment Co.16,291$15.24M0.8%-0.8%0.004%
7/8/2026 Wilsey Asset Management Inc.12,776$11.95M1.8%+0.7%0.003%
7/8/2026 LifeGoal Investments LLC504$471K0.2%+18.0%0.000%
7/8/2026 Cooper Financial Group4,208$3.94M0.3%-3.2%0.001%
7/8/2026 Renaissance Investment Group LLC20,279$18.97M3.7%-1.3%0.005%
7/8/2026 RVW Wealth LLC1,002$937K0.1%-3.2%0.000%
7/8/2026 Castle Rock Wealth Management LLC3,725$3.45M0.7%+1.5%0.001%
7/8/2026 Elmwood Wealth Management Inc.3,256$3.05M0.8%-1.4%0.001%
7/8/2026 Elevation Wealth Partners LLC829$776K0.2%+3.0%0.000%
7/8/2026 Czech National Bank126,281$118.13M0.6%+4.5%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab88,952$83.21M0.7%+7.0%0.020%
7/8/2026 Assenagon Asset Management S.A.670,304$627.05M0.8%+31.5%0.151%
7/8/2026 Apella Capital LLC4,501$4.27M0.1%+0.6%0.001%
7/8/2026 Orser Capital Management LLC1,577$1.48M0.8%N/A0.000%
7/8/2026 Westmount Partners LLC3,672$3.44M0.8%+0.7%0.001%
7/8/2026 55 North Private Wealth LLC1,282$1.20M0.2%-6.0%0.000%
7/8/2026 Byrne Asset Management LLC114$107K0.1%-32.5%0.000%
7/8/2026 Clark Asset Management LLC987$923K0.1%+2.2%0.000%
7/8/2026 Sarasin & Partners LLP214,194$200.37M2.3%+6.9%0.048%
7/8/2026 Emprise Bank2,467$2.31M0.9%-1.4%0.001%
7/8/2026 Evanson Financial LLC815$763K0.0%N/A0.000%
7/8/2026 Eclectic Associates Inc. ADV1,057$989K0.1%-2.2%0.000%
7/8/2026 IMZ Advisory Inc266$249K0.1%-16.9%0.000%
7/8/2026 Lincoln Capital LLC34,211$32.00M5.7%-1.0%0.008%
7/8/2026 Chapin Davis Inc.585$547K0.1%-18.2%0.000%
7/7/2026 Fermata Advisors LLC1,148$1.07M0.2%+11.0%0.000%
7/7/2026 180 Wealth Advisors LLC7,146$6.69M0.7%-1.0%0.002%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
7/7/2026 Foster Group Inc.1,385$1.30M0.0%+0.8%0.000%
7/7/2026 JGP Wealth Management LLC4,249$3.98M0.4%+1.4%0.001%
7/7/2026 Mechanics Bank Trust Department16,216$15.17M1.9%-0.3%0.004%
7/7/2026 Mirador Capital Partners LP5,366$5.02M0.6%+1.7%0.001%
7/7/2026 M.E. Allison & CO. Inc.936$875K0.5%+10.6%0.000%
7/7/2026 Integral Investment Advisors Inc.2,898$2.71M0.6%+1.5%0.001%
7/7/2026 Balefire LLC938$878K0.1%-4.8%0.000%
7/7/2026 Dynamic Advisor Solutions LLC20,108$18.81M0.5%+2.0%0.005%
7/7/2026 Willner & Heller LLC654$611K0.4%+2.3%0.000%
7/7/2026 Graves Light Lenhart Wealth Inc.2,285$2.14M0.2%-1.6%0.001%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,589 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 4,023 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 Assenagon Asset Management S.A. ($2.37M).

Institutional investors have bought a total of 55,069,917 shares in the last 24 months. This purchase volume represents approximately $51.14B in transactions.

Of the 2,471 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 23,628,000 shares in the last 24 months. This volume of shares sold represents approximately $22.18B in transactions.


Related Companies

This page (NASDAQ:COST) was last updated on 7/10/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Is the fix for AI's runaway power problem your golden ticket?
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Move your money (NOT into the next AI IPO)
While headlines focus on AI IPOs, the world's largest investors are moving capital into one asset at the faste...
Stansberry Research | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
They told you not to miss this one
The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the abs...
Thor Metals | Sponsoredtc pixel