NASDAQ:COST

Costco Wholesale - COST Institutional Ownership

$490.85

+1.56 (+0.32%)

(As of 03/21/2023 12:00 AM ET)

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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

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

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
3/15/2023	B. Riley Wealth Advisors Inc.	33,745	$15.41M	0.4%	+3.5%	0.008%
3/13/2023	Claro Advisors LLC	1,613	$0.74M	0.2%	+13.4%	0.000%
3/10/2023	Mather Group LLC.	3,709	$1.69M	0.0%	+20.1%	0.001%
3/8/2023	Capital Asset Advisory Services LLC	2,041	$0.94M	0.1%	+44.3%	0.000%
3/8/2023	Sheets Smith Wealth Management	4,783	$2.18M	0.3%	-3.0%	0.001%
3/7/2023	Great Lakes Retirement Inc.	3,866	$1.77M	0.5%	N/A	0.001%

3/6/2023	Rockefeller Capital Management L.P.	262,968	$120.04M	0.6%	+1.2%	0.059%
3/6/2023	North Star Asset Management Inc.	20,798	$9.49M	0.6%	+2.7%	0.005%
3/2/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	247,301	$112.89M	1.4%	-0.1%	0.056%
3/2/2023	Oliver Lagore Vanvalin Investment Group	1,406	$0.64M	0.4%	-11.1%	0.000%
3/1/2023	Lakewood Asset Management LLC	115	$52K	0.0%	N/A	0.000%
3/1/2023	Whitener Capital Management Inc.	3,083	$1.41M	0.6%	+1.6%	0.001%
3/1/2023	DDFG Inc	451	$0.21M	0.1%	N/A	0.000%
3/1/2023	Regal Investment Advisors LLC	6,364	$2.91M	0.3%	+1.2%	0.001%
3/1/2023	Willow Creek Wealth Management Inc.	17,122	$7.82M	1.3%	-65.8%	0.004%
2/28/2023	Cypress Asset Management Inc. TX	10,172	$4.66M	1.7%	+23.0%	0.002%
2/28/2023	Mezzasalma Advisors LLC	959	$0.44M	0.4%	+10.1%	0.000%
2/28/2023	Voya Investment Management LLC	856,230	$390.87M	0.6%	-9.3%	0.193%
2/28/2023	Bull Street Advisors LLC	8,654	$3.95M	2.0%	+0.3%	0.002%
2/27/2023	Gallagher Benefit Services Inc.	2,497	$1.14M	0.2%	N/A	0.001%
2/27/2023	Benin Management CORP	6,731	$3.07M	1.2%	+11.9%	0.002%
2/27/2023	Cascade Investment Group Inc.	1,538	$0.70M	0.7%	N/A	0.000%
2/27/2023	Harvey Capital Management Inc.	930	$0.43M	0.2%	+8.8%	0.000%
2/24/2023	Builder Investment Group Inc. ADV	1,120	$0.51M	0.2%	N/A	0.000%
2/24/2023	SRS Capital Advisors Inc.	280	$0.13M	0.0%	-11.4%	0.000%
2/24/2023	Natixis	101,548	$46.36M	0.2%	+118.9%	0.023%
2/24/2023	Garde Capital Inc.	4,358	$1.99M	0.2%	+12.1%	0.001%
2/23/2023	Chelsea Counsel Co.	10,510	$4.80M	2.4%	-15.8%	0.002%
2/23/2023	Tandem Wealth Advisors LLC	874	$0.40M	0.3%	N/A	0.000%
2/23/2023	Centurion Wealth Management LLC	1,456	$0.67M	0.4%	N/A	0.000%
2/23/2023	Callan Family Office LLC	728	$0.33M	0.1%	N/A	0.000%
2/23/2023	WC Walker & Associates Inc.	1,000	$0.50M	0.3%	+9.2%	0.000%
2/22/2023	Kovack Advisors Inc.	4,618	$2.11M	0.3%	+1.6%	0.001%
2/22/2023	Tillman Hartley LLC	562	$0.26M	0.1%	N/A	0.000%
2/22/2023	Front Street Capital Management Inc.	45,755	$20.89M	4.7%	-2.0%	0.010%
2/22/2023	IMS Capital Management	2,027	$0.93M	0.6%	+49.0%	0.000%
2/22/2023	Laraway Financial Advisors Inc	2,125	$0.97M	1.0%	-1.2%	0.000%
2/22/2023	Teachers Retirement System of The State of Kentucky	105,999	$48.39M	0.5%	+45.7%	0.024%
2/22/2023	CVA Family Office LLC	1,709	$0.78M	0.2%	+2.2%	0.000%
2/21/2023	Triasima Portfolio Management inc.	9,914	$4.53M	0.3%	-15.5%	0.002%

2/21/2023	Macquarie Group Ltd.	292,526	$133.54M	0.2%	-15.9%	0.066%
2/21/2023	Insight Advisors LLC PA	3,274	$1.48M	0.5%	+60.5%	0.001%
2/21/2023	Northwestern Mutual Wealth Management Co.	178,793	$81.62M	0.1%	+2.4%	0.040%
2/21/2023	B. Riley Wealth Advisors Inc.	37,550	$17.14M	0.4%	+15.1%	0.008%
2/21/2023	Equitable Trust Co.	1,644	$0.75M	0.1%	+4.2%	0.000%
2/21/2023	Foundation Wealth Management LLC	1,034	$0.47M	0.5%	N/A	0.000%
2/21/2023	Northwestern Mutual Investment Management Company LLC	13,871	$6.33M	0.2%	-15.7%	0.003%
2/21/2023	Security National Bank of SO Dak	539	$0.25M	0.2%	N/A	0.000%
2/21/2023	National Pension Service	637,875	$291.19M	0.6%	+2.7%	0.144%
2/17/2023	Truist Financial Corp	345,815	$157.86M	0.3%	-0.9%	0.078%
2/17/2023	Coppell Advisory Solutions Corp.	140	$64K	0.0%	N/A	0.000%
2/17/2023	Auxier Asset Management	9,027	$4.12M	0.7%	-0.6%	0.002%
2/17/2023	Compass Wealth Management LLC	2,997	$1.37M	0.4%	N/A	0.001%
2/17/2023	Ascent Group LLC	11,003	$5.02M	0.6%	-2.4%	0.002%
2/17/2023	Massachusetts Wealth Management	2,730	$1.40M	1.3%	N/A	0.001%
2/17/2023	Linden Thomas Advisory Services LLC	740	$0.34M	0.1%	N/A	0.000%
2/17/2023	Strait & Sound Wealth Management LLC	6,018	$2.93M	3.2%	N/A	0.001%
2/16/2023	Bensler LLC	12,252	$5.59M	1.2%	+5.1%	0.003%
2/16/2023	GHP Investment Advisors Inc.	19,717	$9M	0.6%	-0.9%	0.004%
2/16/2023	WealthPLAN Partners LLC	26,977	$13.58M	0.9%	N/A	0.006%
2/16/2023	American Trust	11,369	$5.19M	0.5%	+2.4%	0.003%
2/16/2023	GSB Wealth Management LLC	3,976	$1.82M	0.6%	-14.5%	0.001%
2/16/2023	Alpha Financial Partners LLC	1,332	$0.61M	0.7%	N/A	0.000%
2/16/2023	Beach Investment Counsel Inc. PA	5,545	$2.53M	0.3%	-2.0%	0.001%
2/16/2023	Moneta Group Investment Advisors LLC	7,397	$3.38M	0.1%	+18.4%	0.002%
2/16/2023	Talbot Financial LLC	14,555	$6.64M	1.4%	N/A	0.003%
2/16/2023	Alliancebernstein L.P.	4,917,039	$2.24B	1.0%	+5.1%	1.108%
2/16/2023	AlphaQ Advisors LLC	548	$0.25M	0.2%	N/A	0.000%
2/16/2023	Certified Advisory Corp	6,254	$2.86M	0.6%	+1.7%	0.001%
2/16/2023	CreativeOne Wealth LLC	4,538	$2.07M	0.1%	-7.0%	0.001%
2/16/2023	Davidson Trust Co.	4,423	$2.02M	1.8%	-1.7%	0.001%
2/16/2023	FWL Investment Management LLC	445	$0.20M	0.2%	N/A	0.000%
2/16/2023	Financial Advocates Investment Management	11,015	$5.03M	0.4%	+7.0%	0.002%
2/16/2023	Pacific Capital Wealth Advisors Inc.	1,761	$0.80M	0.2%	-13.7%	0.000%
2/16/2023	Personal Capital Advisors Corp	195,968	$89.46M	0.4%	+2.7%	0.044%
2/16/2023	RFG Advisory LLC	2,105	$1.08M	0.1%	-6.4%	0.000%
2/16/2023	Rosenblum Silverman Sutton S F Inc. CA	24,405	$11.14M	4.1%	-1.8%	0.005%
2/16/2023	Resurgent Financial Advisors LLC	1,580	$0.72M	0.4%	+5.2%	0.000%
2/16/2023	State of Wyoming	461	$0.21M	0.1%	N/A	0.000%
2/16/2023	United Capital Financial Advisers LLC	217,155	$99.13M	0.6%	-2.1%	0.049%
2/16/2023	Harbour Investments Inc.	7,212	$3.29M	0.2%	+14.3%	0.002%
2/16/2023	One Capital Management LLC	9,885	$4.51M	0.2%	-16.5%	0.002%
2/16/2023	Silverlake Wealth Management LLC	1,547	$0.71M	0.4%	N/A	0.000%
2/16/2023	German American Bancorp Inc.	11,385	$5.20M	0.8%	-1.5%	0.003%
2/16/2023	Gateway Wealth Partners LLC	950	$0.43M	0.1%	N/A	0.000%
2/15/2023	Retirement Group LLC	164	$75K	0.0%	+25.2%	0.000%
2/15/2023	Public Employees Retirement System of Ohio	286,311	$130.70M	0.6%	-2.1%	0.065%
2/15/2023	Steward Partners Investment Advisory LLC	43,044	$19.65M	0.3%	-3.6%	0.010%
2/15/2023	Front Row Advisors LLC	7,152	$3.27M	1.7%	-7.9%	0.002%
2/15/2023	CI Private Wealth LLC	538,419	$245.70M	0.9%	N/A	0.121%

2/15/2023	Metropolitan Life Insurance Co NY	24,916	$11.37M	0.6%	-3.8%	0.006%
2/15/2023	MetLife Investment Management LLC	133,237	$60.82M	0.5%	-2.0%	0.030%
2/15/2023	WealthPlan Investment Management LLC	27,066	$13.71M	1.0%	-2.9%	0.006%
2/15/2023	Chilton Investment Co. Inc.	412,659	$188.38M	5.8%	-2.4%	0.093%
2/15/2023	Moneta Group Investment Advisors LLC	7,396,524	$3.38B	0.1%	+118,320.2%	1.667%
2/15/2023	Sentinus LLC	441	$0.20M	0.1%	+6.5%	0.000%
2/15/2023	CIC Wealth LLC	4,298	$1.96M	0.8%	N/A	0.001%
2/15/2023	Cape Cod Five Cents Savings Bank	10,804	$4.93M	0.6%	-4.3%	0.002%
2/15/2023	State of Tennessee Treasury Department	131,056	$59.83M	0.3%	+3.9%	0.030%
2/15/2023	Salem Investment Counselors Inc.	20,474	$9.35M	0.4%	+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

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Costco Wholesale - COST Institutional Ownership

COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

COST Institutional Ownership - Frequently Asked Questions

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Costco Wholesale - COST Institutional Ownership

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

COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

COST Institutional Ownership - Frequently Asked Questions