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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$982.36 -3.60 (-0.37%)
Closing price 07/2/2025 04:00 PM Eastern
Extended Trading
$982.50 +0.14 (+0.01%)
As of 04:15 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 Polygon.io. Learn more.
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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)
2813
Total
Institutional Inflows
(last 12 months)
$45.19B
Number of
Institutional Sellers
(last 12 months)
2275
Total
Institutional Outflows
(last 12 months)
$21.71B
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Skip Chart & View Institutional Buying and Selling Data

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
7/2/2025Norway Savings Bank3,801$3.76M1.9%+2.9%0.001%
7/2/2025Capital Market Strategies LLC2,985$2.96M2.1%-7.5%0.001%
7/2/2025S. R. Schill & Associates318$315K0.2%-28.5%0.000%
7/2/2025HBW Advisory Services LLC1,576$1.56M0.2%+10.5%0.000%
7/2/2025Helen Stephens Group LLC1,340$1.33M0.3%-1.0%0.000%
7/2/2025Howard Financial Services LTD.943$933K0.1%+4.5%0.000%
7/2/2025Jacobs & Co. CA25,120$24.87M2.5%-3.0%0.006%
7/2/2025LVM Capital Management Ltd. MI650$643K0.1%+10.2%0.000%
7/2/2025Neville Rodie & Shaw Inc.35,370$35.01M2.6%-0.5%0.008%
7/2/2025Central Pacific Bank Trust Division1,721$1.70M0.2%-5.5%0.000%
7/1/2025 Legacy Wealth Management LLC MS3,713$3.68M1.1%-3.1%0.001%
7/1/2025 Park National Corp OH33,424$33.09M1.1%+8.9%0.008%
7/1/2025 Harbor Investment Advisory LLC5,785$5.73M0.5%+4.6%0.001%
7/1/2025 Kera Capital Partners Inc.1,175$1.16M0.2%+404.3%0.000%
7/1/2025 Private Client Services LLC1,021$1.01M0.4%+36.0%0.000%
7/1/2025 Rowlandmiller & PARTNERS.ADV5,049$5.00M1.0%+0.7%0.001%
6/30/2025Pensionfund Sabic3,900$3.69M1.1%-18.8%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs16,368$17.03M1.0%N/A0.004%
6/24/2025Rainier Family Wealth Inc.928$878K1.0%+5.3%0.000%
6/23/2025Swedbank AB487,495$461.06M0.6%+16.9%0.110%
6/18/2025Voya Investment Management LLC358,517$339.08M0.4%+16.7%0.081%
6/17/2025Howe & Rusling Inc.9,281$8.78M0.7%-0.4%0.002%
6/16/2025Maple Capital Management Inc.62,171$58.80M4.5%+0.5%0.014%
6/16/2025Peterson Wealth Management7,587$7.18M4.8%-0.5%0.002%
6/13/2025Optima Capital LLC1,106$1.05M0.7%-10.4%0.000%
6/10/2025Birchbrook Inc.456$431K0.2%+2.5%0.000%
6/9/20251248 Management LLC1,082$1.02M0.4%-44.7%0.000%
6/6/2025eCIO Inc.51$48K0.0%N/A0.000%
6/6/2025Blue Oak Capital LLC247$234K0.1%-16.8%0.000%
6/5/2025Fruth Investment Management5,057$4.78M1.3%-2.4%0.001%
6/5/2025Cim LLC24,622$23.29M3.5%+9.7%0.006%
6/5/2025Osterweis Capital Management Inc.532$503K0.0%-15.2%0.000%
6/4/2025First Hawaiian Bank5,926$5.61M0.3%+2.6%0.001%
6/4/2025Harold Davidson & Associates Inc.5,581$5.28M2.9%-1.2%0.001%
6/3/2025CBIZ Investment Advisory Services LLC173$163K0.0%+30.1%0.000%
6/3/2025Invst LLC2,674$2.53M0.3%-24.2%0.001%
6/2/2025Hodges Capital Management Inc.3,423$3.24M0.3%+52.1%0.001%
6/2/2025Modern Wealth Management LLC7,908$7.48M0.2%+6.7%0.002%
5/29/2025Nova Wealth Management Inc.444$420K0.4%+8.8%0.000%
5/29/2025Apeiron RIA LLC703$665K0.2%+4.5%0.000%
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5/28/2025Jones Financial Companies Lllp87,924$81.88M0.1%+40.7%0.020%
5/28/2025Anson Funds Management LP768$726K0.1%+5.5%0.000%
5/28/2025Birmingham Capital Management Co. Inc. AL1,930$1.83M0.7%-1.0%0.000%
5/28/2025Silicon Valley Capital Partners17,829$16.58M2.2%+39.0%0.004%
5/28/2025Anderson Financial Strategies LLC40$38K0.0%+900.0%0.000%
5/28/2025Strs Ohio128,715$121.74M0.5%N/A0.029%
5/28/2025GK Wealth Management LLC221$209K0.2%N/A0.000%
5/28/2025Turn8 Private Wealth Inc.3,576$3.38M2.6%-0.9%0.001%
5/27/2025Jacobi Capital Management LLC3,182$3.01M0.2%+0.4%0.001%
5/27/2025Carderock Capital Management Inc.10,727$10.15M2.7%-1.6%0.002%
5/27/2025Advisors Capital Management LLC39,946$37.78M0.6%-0.7%0.009%
5/27/2025Iron Gate Global Advisors LLC1,638$1.55M0.2%-0.8%0.000%
5/23/2025Strategic Financial Services Inc.3,116$2.95M0.2%+0.4%0.001%
5/23/2025Twin Lakes Capital Management LLC318$301K0.2%-55.7%0.000%
5/22/2025Rollins Financial Advisors LLC1,703$1.61M0.3%-4.2%0.000%
5/22/2025BOS Asset Management LLC714$675K0.2%+5.5%0.000%
5/22/2025WBI Investments LLC306$289K0.1%N/A0.000%
5/22/2025Chelsea Counsel Co.8,440$7.98M4.3%-3.3%0.002%
5/21/2025Westbourne Investments Inc.3,308$3.13M1.9%-3.3%0.001%
5/21/2025Indiana Trust & Investment Management Co7,580$7.17M2.6%-0.9%0.002%
5/21/2025MBL Wealth LLC1,551$1.47M0.1%+11.6%0.000%
5/21/2025McAdam LLC815$771K0.0%-9.0%0.000%
5/21/2025Acadian Asset Management LLC171,560$162.23M0.5%-52.8%0.039%
5/21/2025Geneos Wealth Management Inc.10,664$10.09M0.3%+5.9%0.002%
5/21/2025Schmidt P J Investment Management Inc.7,650$7.24M1.3%+4.8%0.002%
5/21/2025IFM Investors Pty Ltd80,909$76.52M0.8%+1.4%0.018%
5/20/2025Acorns Advisers LLC1,231$1.16M0.0%+14.5%0.000%
5/20/2025Fortis Capital Advisors LLC3,322$3.14M0.6%-31.9%0.001%
5/20/2025Belpointe Asset Management LLC7,493$7.09M0.4%-15.3%0.002%
5/20/2025Jupiter Wealth Management LLC649$671K0.4%+12.3%0.000%
5/20/2025Intech Investment Management LLC42,009$39.73M0.4%-15.7%0.009%
5/20/2025Focus Partners Wealth259,602$245.53M0.6%+13.3%0.059%
5/20/2025Flaharty Asset Management LLC456$431K0.1%-4.2%0.000%
5/20/2025Integrity Alliance LLC.17,044$16.12M0.6%+271.4%0.004%
5/20/2025Ransom Advisory Ltd64$61K0.0%N/A0.000%
5/20/2025Anchor Investment Management LLC8,280$7.83M0.7%+1.2%0.002%
5/20/2025Glenview Trust co9,643$9.12M0.2%+1.5%0.002%
5/20/2025Chokshi & Queen Wealth Advisors Inc11,139$10.54M6.4%+0.7%0.003%
5/20/2025Aspen Investment Management Inc1,063$1.01M0.5%+42.5%0.000%
5/20/2025Ilmarinen Mutual Pension Insurance Co67,700$64.03M0.6%+5.8%0.015%
5/20/2025Plato Investment Management Ltd12,161$11.63M1.0%-6.6%0.003%
5/19/2025SageView Advisory Group LLC5,335$5.05M0.2%-0.4%0.001%
5/19/2025Advisory Alpha LLC3,141$2.97M0.1%+0.8%0.001%
5/19/2025Trinity Financial Advisors LLC1,003$970K0.3%-1.0%0.000%
5/19/2025Game Plan Financial Advisors LLC5,715$5.41M2.6%-5.7%0.001%
5/19/2025Alaethes Wealth LLC608$575K0.2%-2.4%0.000%
5/19/2025SCS Capital Management LLC4,116$3.89M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,226,620$3.05B0.8%-1.8%0.727%
5/19/2025Optimize Financial Inc461$436K0.2%-13.8%0.000%
5/16/2025Woodline Partners LP37,502$35.47M0.2%+40.9%0.008%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/16/2025Zurich Insurance Group Ltd FI97,414$92.13M0.7%+83.2%0.022%
5/16/2025American Trust6,353$6.01M1.5%-13.6%0.001%
5/16/2025McIlrath & Eck LLC2,698$2.55M0.3%-1.0%0.001%
5/16/2025Empowered Funds LLC16,622$15.72M0.2%+30.2%0.004%
5/16/2025Logan Capital Management Inc.2,628$2.49M0.1%-8.1%0.001%
5/16/2025Northeast Financial Consultants Inc792$749K0.0%-39.7%0.000%
5/16/2025Peloton Wealth Strategists3,703$3.50M1.5%+0.9%0.001%
5/16/2025Faithward Advisors LLC4,784$4.53M0.8%-2.3%0.001%
5/16/2025MBB Public Markets I LLC352$333K0.0%N/A0.000%
5/16/2025Ascent Group LLC13,426$12.70M0.5%+22.9%0.003%
(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, 4,155 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($40.33B), BlackRock Inc. ($16.45B), State Street Corp ($15.99B), Geode Capital Management LLC ($8.90B), FMR LLC ($8.67B), Norges Bank ($5.18B), and Morgan Stanley ($4.93B).Learn more on Costco Wholesale's institutional investors.

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

68.48% of Costco Wholesale's stock is owned by institutional investors. Learn more on COST's institutional investor holdings.

Which institutional investors have been buying Costco Wholesale's stock?

Of the 3,597 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 ($11.15M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Nuveen LLC ($3.66M), Osaic Holdings Inc. ($2.27M), and Vanguard Group Inc. ($1.95M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 49,512,919 shares in the last 24 months. This purchase volume represents approximately $45.19B in transactions.

Which of Costco Wholesale's major shareholders have been selling company stock?

Of the 2,275 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: International Assets Investment Management LLC ($7.36M), Wellington Management Group LLP ($870.36K), Legal & General Group Plc ($802.03K), Canada Pension Plan Investment Board ($796.21K), Bank of New York Mellon Corp ($771.94K), State Street Corp ($586.02K), and Bridgewater Associates LP ($360.43K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 23,853,817 shares in the last 24 months. This volume of shares sold represents approximately $21.71B in transactions.


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This page (NASDAQ:COST) was last updated on 7/3/2025 by MarketBeat.com Staff
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