Costco Wholesale (COST) Institutional Ownership

$817.60

+1.65 (+0.20%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 68.48%
Number of Institutional Buyers (last 12 months): 2282
Total Institutional Inflows (last 12 months): $19.78B

Number of Institutional Sellers (last 12 months): 1761
Total Institutional Outflows (last 12 months): $37.18B

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COST Institutional Buying and Selling by Quarter

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Costco Wholesale Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	1,525	$1.30M	0.0%	-23.2%	0.000%
7/26/2024	Jessup Wealth Management Inc	5,303	$4.51M	1.9%	-1.2%	0.001%
7/26/2024	BLB&B Advisors LLC	24,225	$20.59M	1.1%	-1.8%	0.005%
7/26/2024	Walkner Condon Financial Advisors LLC	3,308	$2.81M	0.6%	-3.0%	0.001%
7/26/2024	Conning Inc.	7,643	$6.50M	0.2%	+145.7%	0.002%
7/26/2024	K.J. Harrison & Partners Inc	11,640	$9.89M	1.6%	-1.0%	0.003%
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7/26/2024	Meixler Investment Management Ltd.	440	$374K	0.3%	+3.3%	0.000%
7/26/2024	McClarren Financial Advisors Inc.	2,549	$2.17M	1.6%	+13,315.8%	0.001%
7/26/2024	West Bancorporation Inc.	1,433	$1.22M	0.9%	-0.9%	0.000%
7/26/2024	Simmons Bank	12,243	$10.41M	0.8%	+3.8%	0.003%
7/26/2024	Richardson Capital Management LLC	142	$121K	0.1%	+11.8%	0.000%
7/26/2024	WealthShield Partners LLC	4,015	$3.41M	0.5%	+4.9%	0.001%
7/26/2024	Checchi Capital Advisers LLC	10,141	$8.62M	0.4%	+0.4%	0.002%
7/26/2024	Financial Connections Group Inc.	46	$39K	0.0%	+557.1%	0.000%
7/26/2024	MWA Asset Management	4,240	$3.60M	2.6%	-1.1%	0.001%
7/26/2024	Worth Financial Advisory Group LLC	247	$210K	0.1%	N/A	0.000%
7/26/2024	Hall Capital Management Co. Inc.	5,977	$5.08M	2.4%	-2.1%	0.001%
7/26/2024	Harbour Investments Inc.	9,136	$7.77M	0.3%	+2.9%	0.002%
7/26/2024	Bensler LLC	11,638	$9.89M	1.3%	-4.4%	0.003%
7/26/2024	Patriot Financial Group Insurance Agency LLC	3,575	$3.04M	0.4%	+11.6%	0.001%
7/26/2024	AustralianSuper Pty Ltd	20,124	$17.11M	0.1%	-1.2%	0.005%
7/26/2024	Atomi Financial Group Inc.	10,403	$8.84M	0.7%	+26.6%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	120,352	$102.30M	0.4%	+0.3%	0.027%
7/26/2024	Integrity Wealth Solutions LLC	271	$230K	0.1%	-26.0%	0.000%
7/26/2024	Legato Capital Management LLC	2,243	$1.91M	0.3%	-36.0%	0.001%
7/26/2024	Summit Securities Group LLC	59	$50K	0.0%	N/A	0.000%
7/26/2024	RiverPark Advisors LLC	2,008	$1.71M	1.4%	-3.0%	0.000%
7/26/2024	Dearborn Partners LLC	57,048	$48.49M	2.1%	-1.3%	0.013%
7/26/2024	GAM Holding AG	14,908	$12.67M	1.0%	+9.1%	0.003%
7/26/2024	AlphaStar Capital Management LLC	2,184	$1.86M	0.2%	+3.2%	0.000%
7/26/2024	Solstein Capital LLC	2,236	$1.90M	1.2%	-4.2%	0.001%
7/26/2024	Latitude Advisors LLC	331	$281K	0.2%	-6.2%	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	2,254	$1.92M	0.0%	+488.5%	0.001%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	700	$595K	0.3%	-30.0%	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	100,848	$85.72M	0.1%	-36.5%	0.023%
7/26/2024	State of Michigan Retirement System	178,369	$151.61M	0.8%	+12.9%	0.040%
7/26/2024	Trust Co. of Virginia VA	12,786	$10.87M	1.0%	+3.4%	0.003%
7/26/2024	First Command Advisory Services Inc.	1,652	$1.40M	0.0%	-4.6%	0.000%
7/26/2024	Liontrust Investment Partners LLP	41,818	$35.55M	0.5%	+146.0%	0.009%
7/26/2024	Callan Family Office LLC	521	$443K	0.1%	N/A	0.000%
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7/26/2024	Hyman Charles D	72,988	$62.04M	3.5%	+0.3%	0.016%
7/26/2024	St. Johns Investment Management Company LLC	1,871	$1.59M	0.8%	+8.2%	0.000%
7/26/2024	SlateStone Wealth LLC	12,335	$10.49M	1.1%	-2.1%	0.003%
7/26/2024	Rational Advisors LLC	4,039	$3.43M	0.3%	+4.5%	0.001%
7/26/2024	Bailard Inc.	39,175	$33.30M	0.9%	-1.3%	0.009%
7/26/2024	Verdence Capital Advisors LLC	14,349	$12.20M	1.1%	-0.1%	0.003%
7/26/2024	Paulson Wealth Management Inc.	1,470	$1.25M	0.4%	+1.9%	0.000%
7/26/2024	AlphaCentric Advisors LLC	534	$454K	0.3%	+70.6%	0.000%
7/26/2024	Bank of New York Mellon Corp	4,814,861	$4.09B	0.8%	-8.8%	1.086%
7/26/2024	Catalyst Financial Partners LLC	2,006	$1.71M	0.4%	+4.6%	0.000%
7/26/2024	Bristlecone Advisors LLC	29,298	$24.90M	2.1%	-4.2%	0.007%
7/26/2024	Salomon & Ludwin LLC	744	$632K	0.1%	-24.8%	0.000%
7/26/2024	TFG Advisers LLC	8,898	$7.56M	2.9%	-1.7%	0.002%
7/26/2024	EFG Asset Management North America Corp.	7,592	$6.45M	1.1%	-3.8%	0.002%
7/26/2024	Townsend Asset Management Corp NC ADV	8,499	$7.22M	2.8%	+1.3%	0.002%
7/26/2024	IMA Advisory Services Inc.	259	$220K	0.1%	N/A	0.000%
7/26/2024	Obsidian Personal Planning Solutions LLC	1,118	$950K	0.6%	-4.3%	0.000%
7/25/2024	New Millennium Group LLC	1,808	$1.54M	1.0%	-40.8%	0.000%
7/25/2024	First Heartland Consultants Inc.	2,022	$1.72M	0.1%	+4.3%	0.000%
7/25/2024	Addison Capital Co	1,098	$933K	0.4%	-12.0%	0.000%
7/25/2024	MinichMacGregor Wealth Management LLC	369	$314K	0.1%	N/A	0.000%
7/25/2024	Hills Bank & Trust Co	8,806	$7.49M	0.6%	-1.8%	0.002%
7/25/2024	Cypress Capital Group	8,386	$7.13M	0.9%	-0.6%	0.002%
7/25/2024	Raymond James Trust N.A.	23,058	$19.60M	0.5%	+3.6%	0.005%
7/25/2024	TNF LLC	886	$736K	0.3%	+145.4%	0.000%
7/25/2024	WD Rutherford LLC	6,305	$5.36M	2.7%	-10.1%	0.001%
7/25/2024	Highland Capital Management LLC	39,921	$33.93M	2.0%	+2.9%	0.009%
7/25/2024	Capital Advisors Ltd. LLC	1,328	$1.13M	0.1%	+2.2%	0.000%
7/25/2024	Calamos Advisors LLC	108,748	$92.44M	0.4%	-1.9%	0.025%
7/25/2024	Aljian Capital Management LLC	54,120	$46.00M	15.3%	-1.0%	0.012%
7/25/2024	Northcape Wealth Management LLC	6,774	$5.76M	2.1%	-0.9%	0.002%
7/25/2024	AMG National Trust Bank	4,765	$4.05M	0.1%	+10.1%	0.001%
7/25/2024	Sigma Investment Counselors Inc.	16,013	$13.61M	0.7%	+0.3%	0.004%
7/25/2024	Tempus Wealth Planning LLC	1,470	$1.25M	0.5%	+6.7%	0.000%
7/25/2024	AMI Investment Management Inc.	244	$207K	0.1%	N/A	0.000%
7/25/2024	POM Investment Strategies LLC	239	$203K	0.2%	+16.0%	0.000%
7/25/2024	Calamos Wealth Management LLC	6,392	$5.43M	0.3%	-2.2%	0.001%
7/25/2024	Access Financial Services Inc.	294	$250K	0.1%	N/A	0.000%
7/25/2024	Independence Bank of Kentucky	1,504	$1.28M	0.3%	+33.1%	0.000%
7/25/2024	Optas LLC	2,362	$2.01M	0.5%	+2.7%	0.001%
7/25/2024	Clear Creek Financial Management LLC	5,181	$4.40M	0.5%	-2.6%	0.001%
7/25/2024	SNS Financial Group LLC	1,480	$1.26M	0.1%	+1.8%	0.000%
7/25/2024	Levy Wealth Management Group LLC	300	$255K	0.1%	N/A	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	5,007	$4.26M	0.4%	+3.3%	0.001%
7/25/2024	Spirit of America Management Corp NY	6,781	$5.76M	1.2%	-0.7%	0.002%
7/25/2024	Community Financial Services Group LLC	14,706	$12.50M	2.7%	-5.4%	0.003%
7/25/2024	Field & Main Bank	5,028	$4.27M	1.6%	-1.3%	0.001%
7/25/2024	Yeomans Consulting Group Inc.	549	$467K	0.2%	+29.5%	0.000%
7/25/2024	Vivid Wealth Management LLC	2,415	$2.05M	1.1%	N/A	0.001%
7/25/2024	Tranquility Partners LLC	7,279	$6.19M	2.4%	-0.9%	0.002%
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7/25/2024	Retirement Solution LLC	457	$388K	0.1%	-34.1%	0.000%
7/25/2024	Tanager Wealth Management LLP	250	$212K	0.0%	N/A	0.000%
7/25/2024	Sterling Investment Counsel LLC	1,806	$1.54M	0.6%	-6.2%	0.000%
7/25/2024	Institute for Wealth Management LLC.	9,127	$7.76M	1.0%	+7.5%	0.002%
7/25/2024	Silvant Capital Management LLC	15,827	$13.45M	0.6%	-0.8%	0.004%
7/25/2024	Washburn Capital Management Inc.	3,000	$2.55M	1.8%	+3.4%	0.001%
7/25/2024	Kanawha Capital Management LLC	15,699	$13.34M	1.0%	+3.9%	0.004%
7/25/2024	Planning Alternatives Ltd. ADV	250	$212K	0.0%	N/A	0.000%
7/25/2024	Red Cedar Investment Management LLC	4,431	$3.77M	0.5%	+22.5%	0.001%
7/25/2024	Etesian Wealth Advisors Inc.	7,022	$5.97M	3.4%	+0.6%	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, 3,530 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($29.92B), BlackRock Inc. ($16.45B), State Street Corp ($10.29B), FMR LLC ($5.10B), Morgan Stanley ($4.93B), Geode Capital Management LLC ($4.53B), and Bank of New York Mellon Corp ($4.09B).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 3,101 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. ($1.55M), Assenagon Asset Management S.A. ($1.25M), and Jennison Associates LLC ($1.09M).

How much institutional buying is happening at Costco Wholesale?: Institutional investors have bought a total of 59,024,998 shares in the last 24 months. This purchase volume represents approximately $33.36B in transactions.
Which Costco Wholesale major shareholders have been selling company stock?: Of the 2,432 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), Whalerock Point Partners LLC ($1.19M), Jennison Associates LLC ($1.11M), Deutsche Bank AG ($865.61K), and Parnassus Investments LLC ($851.59K).
How much institutional selling is happening at Costco Wholesale?: Institutional investors have sold a total of 84,701,861 shares in the last 24 months. This volume of shares sold represents approximately $46.15B in transactions.