S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Buy THIS stock before Taiwan is attacked (Ad)
These 3 Stocks Are Ready To Rally Out Of Bullish Bases
Microsoft Is The New Safe Haven
Buy THIS stock before Taiwan is attacked (Ad)
These Are The Top 3 Large Caps For Yield And Dividend Growth 
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Buy THIS stock before Taiwan is attacked (Ad)
DOW New Hghs Coming Sooner Than Later
Will Advanced Micro Devices Follow NVIDIA Higher? 
S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Buy THIS stock before Taiwan is attacked (Ad)
These 3 Stocks Are Ready To Rally Out Of Bullish Bases
Microsoft Is The New Safe Haven
Buy THIS stock before Taiwan is attacked (Ad)
These Are The Top 3 Large Caps For Yield And Dividend Growth 
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Buy THIS stock before Taiwan is attacked (Ad)
DOW New Hghs Coming Sooner Than Later
Will Advanced Micro Devices Follow NVIDIA Higher? 
S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Buy THIS stock before Taiwan is attacked (Ad)
These 3 Stocks Are Ready To Rally Out Of Bullish Bases
Microsoft Is The New Safe Haven
Buy THIS stock before Taiwan is attacked (Ad)
These Are The Top 3 Large Caps For Yield And Dividend Growth 
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Buy THIS stock before Taiwan is attacked (Ad)
DOW New Hghs Coming Sooner Than Later
Will Advanced Micro Devices Follow NVIDIA Higher? 
S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Buy THIS stock before Taiwan is attacked (Ad)
These 3 Stocks Are Ready To Rally Out Of Bullish Bases
Microsoft Is The New Safe Haven
Buy THIS stock before Taiwan is attacked (Ad)
These Are The Top 3 Large Caps For Yield And Dividend Growth 
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
Buy THIS stock before Taiwan is attacked (Ad)
DOW New Hghs Coming Sooner Than Later
Will Advanced Micro Devices Follow NVIDIA Higher? 
NASDAQ:COST

Costco Wholesale - COST Institutional Ownership

$490.85
+1.56 (+0.32%)
(As of 03/21/2023 12:00 AM ET)
Add
Compare
Today's Range
$485.99
$493.00
50-Day Range
$469.49
$523.43
52-Week Range
$406.51
$612.27
Volume
1.66 million shs
Average Volume
2.13 million shs
Market Capitalization
$217.68 billion
P/E Ratio
36.07
Dividend Yield
0.73%
Price Target
$550.16

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

Current
Institutional Ownership
Percentage
66.03%
Number of
Institutional Buyers
(last 12 months)
2170
Total
Institutional Inflows
(last 12 months)
$20.17 B
Number of
Institutional Sellers
(last 12 months)
1743
Total
Institutional Outflows
(last 12 months)
$12.00 B
Skip Chart & View Institutional Buying and Selling Data

COST Institutional Buying and Selling by Quarter

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.

Costco Wholesale Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.33,745$15.41M0.4%+3.5%0.008%
3/13/2023Claro Advisors LLC1,613$0.74M0.2%+13.4%0.000%
3/10/2023Mather Group LLC.3,709$1.69M0.0%+20.1%0.001%
3/8/2023Capital Asset Advisory Services LLC2,041$0.94M0.1%+44.3%0.000%
3/8/2023Sheets Smith Wealth Management4,783$2.18M0.3%-3.0%0.001%
3/7/2023Great Lakes Retirement Inc.3,866$1.77M0.5%N/A0.001%
3/6/2023Rockefeller Capital Management L.P.262,968$120.04M0.6%+1.2%0.059%
3/6/2023North Star Asset Management Inc.20,798$9.49M0.6%+2.7%0.005%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA247,301$112.89M1.4%-0.1%0.056%
3/2/2023Oliver Lagore Vanvalin Investment Group1,406$0.64M0.4%-11.1%0.000%
3/1/2023Lakewood Asset Management LLC115$52K0.0%N/A0.000%
3/1/2023Whitener Capital Management Inc.3,083$1.41M0.6%+1.6%0.001%
3/1/2023DDFG Inc451$0.21M0.1%N/A0.000%
3/1/2023Regal Investment Advisors LLC6,364$2.91M0.3%+1.2%0.001%
3/1/2023Willow Creek Wealth Management Inc.17,122$7.82M1.3%-65.8%0.004%
2/28/2023Cypress Asset Management Inc. TX10,172$4.66M1.7%+23.0%0.002%
2/28/2023Mezzasalma Advisors LLC959$0.44M0.4%+10.1%0.000%
2/28/2023Voya Investment Management LLC856,230$390.87M0.6%-9.3%0.193%
2/28/2023Bull Street Advisors LLC8,654$3.95M2.0%+0.3%0.002%
2/27/2023Gallagher Benefit Services Inc.2,497$1.14M0.2%N/A0.001%
2/27/2023Benin Management CORP6,731$3.07M1.2%+11.9%0.002%
2/27/2023Cascade Investment Group Inc.1,538$0.70M0.7%N/A0.000%
2/27/2023Harvey Capital Management Inc.930$0.43M0.2%+8.8%0.000%
2/24/2023Builder Investment Group Inc. ADV1,120$0.51M0.2%N/A0.000%
2/24/2023SRS Capital Advisors Inc.280$0.13M0.0%-11.4%0.000%
2/24/2023Natixis101,548$46.36M0.2%+118.9%0.023%
2/24/2023Garde Capital Inc.4,358$1.99M0.2%+12.1%0.001%
2/23/2023Chelsea Counsel Co.10,510$4.80M2.4%-15.8%0.002%
2/23/2023Tandem Wealth Advisors LLC874$0.40M0.3%N/A0.000%
2/23/2023Centurion Wealth Management LLC1,456$0.67M0.4%N/A0.000%
2/23/2023Callan Family Office LLC728$0.33M0.1%N/A0.000%
2/23/2023WC Walker & Associates Inc.1,000$0.50M0.3%+9.2%0.000%
2/22/2023Kovack Advisors Inc.4,618$2.11M0.3%+1.6%0.001%
2/22/2023Tillman Hartley LLC562$0.26M0.1%N/A0.000%
2/22/2023Front Street Capital Management Inc.45,755$20.89M4.7%-2.0%0.010%
2/22/2023IMS Capital Management2,027$0.93M0.6%+49.0%0.000%
2/22/2023Laraway Financial Advisors Inc2,125$0.97M1.0%-1.2%0.000%
2/22/2023Teachers Retirement System of The State of Kentucky105,999$48.39M0.5%+45.7%0.024%
2/22/2023CVA Family Office LLC1,709$0.78M0.2%+2.2%0.000%
2/21/2023Triasima Portfolio Management inc.9,914$4.53M0.3%-15.5%0.002%
2/21/2023Macquarie Group Ltd.292,526$133.54M0.2%-15.9%0.066%
2/21/2023Insight Advisors LLC PA3,274$1.48M0.5%+60.5%0.001%
2/21/2023Northwestern Mutual Wealth Management Co.178,793$81.62M0.1%+2.4%0.040%
2/21/2023B. Riley Wealth Advisors Inc.37,550$17.14M0.4%+15.1%0.008%
2/21/2023Equitable Trust Co.1,644$0.75M0.1%+4.2%0.000%
2/21/2023Foundation Wealth Management LLC1,034$0.47M0.5%N/A0.000%
2/21/2023Northwestern Mutual Investment Management Company LLC13,871$6.33M0.2%-15.7%0.003%
2/21/2023Security National Bank of SO Dak539$0.25M0.2%N/A0.000%
2/21/2023National Pension Service637,875$291.19M0.6%+2.7%0.144%
2/17/2023Truist Financial Corp345,815$157.86M0.3%-0.9%0.078%
2/17/2023Coppell Advisory Solutions Corp.140$64K0.0%N/A0.000%
2/17/2023Auxier Asset Management9,027$4.12M0.7%-0.6%0.002%
2/17/2023Compass Wealth Management LLC2,997$1.37M0.4%N/A0.001%
2/17/2023Ascent Group LLC11,003$5.02M0.6%-2.4%0.002%
2/17/2023Massachusetts Wealth Management2,730$1.40M1.3%N/A0.001%
2/17/2023Linden Thomas Advisory Services LLC740$0.34M0.1%N/A0.000%
2/17/2023Strait & Sound Wealth Management LLC6,018$2.93M3.2%N/A0.001%
2/16/2023Bensler LLC12,252$5.59M1.2%+5.1%0.003%
2/16/2023GHP Investment Advisors Inc.19,717$9M0.6%-0.9%0.004%
2/16/2023WealthPLAN Partners LLC26,977$13.58M0.9%N/A0.006%
2/16/2023American Trust11,369$5.19M0.5%+2.4%0.003%
2/16/2023GSB Wealth Management LLC3,976$1.82M0.6%-14.5%0.001%
2/16/2023Alpha Financial Partners LLC1,332$0.61M0.7%N/A0.000%
2/16/2023Beach Investment Counsel Inc. PA5,545$2.53M0.3%-2.0%0.001%
2/16/2023Moneta Group Investment Advisors LLC7,397$3.38M0.1%+18.4%0.002%
2/16/2023Talbot Financial LLC14,555$6.64M1.4%N/A0.003%
2/16/2023Alliancebernstein L.P.4,917,039$2.24B1.0%+5.1%1.108%
2/16/2023AlphaQ Advisors LLC548$0.25M0.2%N/A0.000%
2/16/2023Certified Advisory Corp6,254$2.86M0.6%+1.7%0.001%
2/16/2023CreativeOne Wealth LLC4,538$2.07M0.1%-7.0%0.001%
2/16/2023Davidson Trust Co.4,423$2.02M1.8%-1.7%0.001%
2/16/2023FWL Investment Management LLC445$0.20M0.2%N/A0.000%
2/16/2023Financial Advocates Investment Management11,015$5.03M0.4%+7.0%0.002%
2/16/2023Pacific Capital Wealth Advisors Inc.1,761$0.80M0.2%-13.7%0.000%
2/16/2023Personal Capital Advisors Corp195,968$89.46M0.4%+2.7%0.044%
2/16/2023RFG Advisory LLC2,105$1.08M0.1%-6.4%0.000%
2/16/2023Rosenblum Silverman Sutton S F Inc. CA24,405$11.14M4.1%-1.8%0.005%
2/16/2023Resurgent Financial Advisors LLC1,580$0.72M0.4%+5.2%0.000%
2/16/2023State of Wyoming461$0.21M0.1%N/A0.000%
2/16/2023United Capital Financial Advisers LLC217,155$99.13M0.6%-2.1%0.049%
2/16/2023Harbour Investments Inc.7,212$3.29M0.2%+14.3%0.002%
2/16/2023One Capital Management LLC9,885$4.51M0.2%-16.5%0.002%
2/16/2023Silverlake Wealth Management LLC1,547$0.71M0.4%N/A0.000%
2/16/2023German American Bancorp Inc.11,385$5.20M0.8%-1.5%0.003%
2/16/2023Gateway Wealth Partners LLC950$0.43M0.1%N/A0.000%
2/15/2023Retirement Group LLC164$75K0.0%+25.2%0.000%
2/15/2023Public Employees Retirement System of Ohio286,311$130.70M0.6%-2.1%0.065%
2/15/2023Steward Partners Investment Advisory LLC43,044$19.65M0.3%-3.6%0.010%
2/15/2023Front Row Advisors LLC7,152$3.27M1.7%-7.9%0.002%
2/15/2023CI Private Wealth LLC538,419$245.70M0.9%N/A0.121%
2/15/2023Metropolitan Life Insurance Co NY24,916$11.37M0.6%-3.8%0.006%
2/15/2023MetLife Investment Management LLC133,237$60.82M0.5%-2.0%0.030%
2/15/2023WealthPlan Investment Management LLC27,066$13.71M1.0%-2.9%0.006%
2/15/2023Chilton Investment Co. Inc.412,659$188.38M5.8%-2.4%0.093%
2/15/2023Moneta Group Investment Advisors LLC7,396,524$3.38B0.1%+118,320.2%1.667%
2/15/2023Sentinus LLC441$0.20M0.1%+6.5%0.000%
2/15/2023CIC Wealth LLC4,298$1.96M0.8%N/A0.001%
2/15/2023Cape Cod Five Cents Savings Bank10,804$4.93M0.6%-4.3%0.002%
2/15/2023State of Tennessee Treasury Department131,056$59.83M0.3%+3.9%0.030%
2/15/2023Salem Investment Counselors Inc.20,474$9.35M0.4%+17.5%0.005%
(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, 3,209 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Arete Wealth Advisors LLC ($3,612.71B), Vanguard Group Inc. ($18.43B), BlackRock Inc. ($14.20B), State Street Corp ($8.88B), Private Advisor Group LLC ($6.02B), FMR LLC ($4.95B), and Morgan Stanley ($3.94B).Learn more on COST's institutional investors.

What percentage of Costco Wholesale stock is owned by institutional investors?

66.03% 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 2,915 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: Norges Bank ($9.19M), Moneta Group Investment Advisors LLC ($7.39M), International Assets Investment Management LLC ($3.83M), BlackRock Inc. ($2.66M), State Street Corp ($2.55M), Jennison Associates LLC ($1.56M), and Amundi ($1.55M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 80,798,166 shares in the last 24 months. This purchase volume represents approximately $37.54B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,204 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: Capital International Investors ($3.68M), Clearbridge Investments LLC ($2.02M), Fisher Asset Management LLC ($1.79M), Morgan Stanley ($1.10M), Arrowstreet Capital Limited Partnership ($1.07M), Abundance Wealth Counselors ($1.01M), and BlackRock Inc. ($0.94M).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 48,167,364 shares in the last 24 months. This volume of shares sold represents approximately $22.08B in transactions.

This page (NASDAQ:COST) was last updated on 3/22/2023 by MarketBeat.com Staff