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Costco Wholesale (COST) Institutional Ownership

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$922.92 +0.15 (+0.02%)
Closing price 04:00 PM Eastern
Extended Trading
$922.26 -0.66 (-0.07%)
As of 07:58 PM Eastern
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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)
2855
Total
Institutional Inflows
(last 12 months)
$62.28B
Number of
Institutional Sellers
(last 12 months)
2268
Total
Institutional Outflows
(last 12 months)
$19.41B
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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
9/23/2026 QRG Capital Management Inc.117,027$109.48M0.8%+42.0%0.026%
9/23/2026 Envestnet Portfolio Solutions Inc.21,023$19.67M0.1%+49.6%0.005%
9/23/2026 Envestnet Asset Management Inc.1,042,046$974.80M0.1%+68.9%0.235%
9/22/2026 Andra AP fonden54,742$51.21M0.6%-12.6%0.012%
9/22/2026 State Street Corp23,901,594$22.36B0.4%+31.7%5.390%
9/21/2026 Silicon Valley Capital Partners12,243$11.42M1.0%+2.3%0.003%
9/21/2026 Premier Financial Group228$213K0.0%N/A0.000%
9/18/2026 Security National Bank of SO Dak158$148K0.1%-66.6%0.000%
9/17/2026 Wellington Altus USA Inc.1,166$1.16M0.8%+16.3%0.000%
9/16/2026 IKE Capital LLC2,272$2.12M1.1%-6.8%0.001%
9/15/2026 Anchor Investment Management LLC8,350$7.80M0.6%-2.0%0.002%
9/15/2026 Reynders McVeigh Capital Management LLC10,721$10.03M0.4%+1.7%0.002%
9/11/2026 Bullseye Investment Management LLC37$35K0.0%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas2,826$2.64M0.1%-16.3%0.001%
9/11/2026 Talon Private Wealth LLC1,033$966K0.1%+21.7%0.000%
9/11/2026 Marathon Wealth Advisors LLC5,858$5.48M1.9%+1.2%0.001%
9/10/2026 U S Wealth Group LLC.2,995$2.80M1.4%+17.6%0.001%
9/9/2026 Pecaut & CO.7,077$6.62M2.1%-0.7%0.002%
9/9/2026 Rench Wealth Management Inc.7,792$7.29M2.0%-0.3%0.002%
9/9/2026 Bouchey Financial Group Ltd.499$467K0.0%-8.8%0.000%
9/9/2026 Miramontes Capital LLC6,159$5.76M1.8%+4.2%0.001%
9/9/2026 Core Capital Management & Research inc.40$39K0.0%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company444,473$415.79M0.2%+24.4%0.100%
9/9/2026 Capstone Financial Advisors Inc.4,029$3.77M0.2%+0.4%0.001%
9/9/2026 Tortoise Investment Management LLC1,444$1.35M0.1%+1.0%0.000%
9/9/2026 Sequoia Financial Advisors LLC94,833$88.71M0.4%-2.5%0.021%
9/9/2026 Van Hulzen Asset Management LLC12,989$12.15M0.9%+2.3%0.003%
9/9/2026 Cahill Financial Advisors Inc.1,203$1.13M0.1%-5.4%0.000%
9/9/2026 IPG Investment Advisors LLC3,975$3.72M0.5%-28.4%0.001%
9/9/2026 Archford Capital Strategies LLC5,353$5.01M0.5%+33.0%0.001%
9/9/2026 Gemmer Asset Management LLC1,342$1.26M0.1%+5.0%0.000%
9/9/2026 National Pension Service966,727$904.34M0.6%+3.6%0.218%
9/9/2026 WINTON GROUP Ltd4,960$4.64M0.1%+805.1%0.001%
9/9/2026 Engineers Gate Manager LP8,172$7.65M0.1%-60.5%0.002%
9/9/2026 Cidel Asset Management Inc.2,825$2.64M0.1%+5.2%0.001%
9/9/2026 Capital Analysts LLC5,733$5.36M0.1%-5.3%0.001%
9/9/2026 Summit Financial Strategies Inc.421$394K0.0%+3.2%0.000%
9/9/2026 SVB Wealth LLC8,736$8.17M0.5%-2.0%0.002%
9/9/2026 Insight Wealth Partners LLC287$268K0.0%+9.1%0.000%
9/9/2026 Capital Advantage Inc.1,233$1.15M0.1%-3.0%0.000%
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9/9/2026 Pinnacle Wealth Management Advisory Group LLC6,485$6.07M0.4%+2.4%0.001%
9/9/2026 NorthRock Partners LLC8,525$7.97M0.1%+11.3%0.002%
9/9/2026 Integrated Wealth Concepts LLC34,598$32.37M0.2%+35.2%0.008%
9/9/2026 Community Bank N.A.115$108K0.0%+15.0%0.000%
9/9/2026 RFG Advisory LLC6,888$6.44M0.1%+13.8%0.002%
9/9/2026 NewEdge Advisors LLC155,824$145.77M0.4%+1.9%0.035%
9/9/2026 Cypress Capital Management LLC WY4,309$4.03M3.4%-2.0%0.001%
9/9/2026 Hedeker Wealth LLC339$317K0.1%-49.5%0.000%
9/9/2026 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD8,670$8.11M1.0%+119.7%0.002%
9/9/2026 IFP Advisors Inc29,628$27.72M0.5%-4.1%0.007%
9/9/2026 Roble Belko & Company Inc123$115K0.0%-9.6%0.000%
9/9/2026 Baird Financial Group Inc.622,012$581.87M0.8%+1.1%0.140%
9/9/2026 Sterling Investment Advisors Ltd.8,656$8.10M1.2%-7.7%0.002%
9/9/2026 Stableford Capital II LLC1,247$1.17M0.4%+9.3%0.000%
9/9/2026 XY Planning Network Inc.443$414K0.1%-33.4%0.000%
9/9/2026 BayBridge Capital Group LLC1,828$1.71M0.9%+4.8%0.000%
9/8/2026 Ramsay Stattman Vela & Price Inc.12,457$11.65M2.1%-1.1%0.003%
9/8/2026 Connective Capital Management LLC5,935$5.55M4.0%+1,790.1%0.001%
9/8/2026 Allworth Financial LP63,703$59.59M0.3%-13.2%0.014%
9/8/2026 Arizona State Retirement System123,105$115.16M0.6%+1.2%0.028%
9/8/2026 West Family Investments Inc.984$921K0.3%-17.0%0.000%
9/8/2026 Waverly Advisors LLC87,623$81.97M0.5%+79.2%0.020%
9/8/2026 Bank OZK4,663$4.36M1.3%+6.1%0.001%
9/8/2026 Empirical Finance LLC15,385$14.39M0.6%+3.6%0.003%
9/8/2026 Nykredit A S121,175$113.36M0.3%N/A0.027%
9/4/2026 Parkside Financial Bank & Trust3,215$3.01M0.2%+1.3%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group480$449K0.0%+10.1%0.000%
9/2/2026 Range Advisory LLC999$935K0.1%-10.3%0.000%
9/1/2026 Agur Provident & Training Funds Management Ltd.5,815$5.12M1.2%N/A0.001%
8/28/2026 Cornerstone Financial Management LLC152$142K0.1%+16.0%0.000%
8/28/2026 NWM Advisors LLC328$307K0.2%-16.5%0.000%
8/27/2026 Corient Private Wealth LP754,706$706.01M1.0%-0.6%0.170%
8/27/2026 Formuepleje A S2,237$2.09M0.2%N/A0.001%
8/26/2026 HORAN Wealth LLC830$777K0.1%+3.4%0.000%
8/26/2026 Amundi2,424,461$2.27B0.5%-14.6%0.547%
8/26/2026 Schulz Wealth LTD.328$307K0.2%N/A0.000%
8/26/2026 Wellington Grp LLC456$427K0.1%-13.1%0.000%
8/26/2026 Brown Financial Advisors1,177$1.10M0.4%+10.2%0.000%
8/26/2026 HighTower Advisors LLC448,285$419.36M0.4%+3.1%0.101%
8/25/2026 Advus Financial Partners LLC611$572K0.1%-10.1%0.000%
8/25/2026 Tobias Financial Advisors Inc.591$553K0.1%-2.8%0.000%
8/25/2026 Groupe la Francaise53,335$49.62M0.6%+18.5%0.012%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al62,907$58.85M0.4%N/A0.014%
8/25/2026 Financial Insights Inc.2,632$2.46M0.7%+1.1%0.001%
8/24/2026 Strategic Financial Services Inc.2,883$2.70M0.1%-3.2%0.001%
8/24/2026 Carlson Financial Inc.1,760$1.65M0.8%-9.5%0.000%
8/24/2026 Vancity Investment Management Ltd18,662$17.46M2.6%+2.1%0.004%
8/23/2026 Tanager Wealth Management LLP909$850K0.1%-7.0%0.000%
8/23/2026 DMC Group LLC1,589$1.49M1.0%-15.9%0.000%
8/23/2026 Trans Canada Capital Inc.22,588$21.13M1.2%N/A0.005%
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8/23/2026 Washington Trust Advisors Inc.1,218$1.14M0.1%+48.2%0.000%
8/23/2026 Ameritas Advisory Services LLC8,095$7.57M0.2%+55.8%0.002%
8/23/2026 Guardian Wealth Advisors LLC NC2,247$2.10M0.1%-2.6%0.001%
8/23/2026 Wedmont Private Capital6,879$6.30M0.2%+1.2%0.002%
8/23/2026 Kintra Wealth LLC4,382$4.22M0.2%+50.7%0.001%
8/23/2026 Worldly Partners Management LLC43,268$40.48M33.1%-13.2%0.010%
8/23/2026 Aspire Capital Advisors LLC3,827$3.58M0.7%-1.9%0.001%
8/23/2026 Endeavor Private Wealth Inc.378$354K0.1%-10.2%0.000%
8/23/2026 Widmann Financial Services Inc.577$540K0.3%+61.6%0.000%
8/23/2026 Sovereign Investment Advisors LLC383$358K0.1%+35.3%0.000%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,628 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($37.62B), BlackRock Inc. ($32.00B), State Street Corp ($22.36B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), Morgan Stanley ($8.21B), and Bank of America Corp DE ($6.78B).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 4,053 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), Bank of America Corp DE ($8.02M), International Assets Investment Management LLC ($7.37M), Diamant Asset Management Inc. ($6.72M), State Street Corp ($5.84M), and Corient Private Wealth LLC ($5.68M).

Institutional investors have bought a total of 67,902,723 shares in the last 24 months. This purchase volume represents approximately $62.28B in transactions.

Of the 2,268 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: Cardano Risk Management B.V. ($1.60M), Assenagon Asset Management S.A. ($1.39M), Laurel Wealth Advisors LLC ($1.38M), Jennison Associates LLC ($1.09M), Amundi ($1.04M), Vestor Capital LLC ($969.82K), and BlackRock Inc. ($744.21K).

Institutional investors have sold a total of 20,952,548 shares in the last 24 months. This volume of shares sold represents approximately $19.41B in transactions.



Institutional ownership data for NASDAQ:COST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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