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Costco Wholesale (COST) Institutional Ownership

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$910.18 -5.56 (-0.61%)
Closing price 04:00 PM Eastern
Extended Trading
$910.31 +0.13 (+0.01%)
As of 06:13 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)
2839
Total
Institutional Inflows
(last 12 months)
$646.03B
Number of
Institutional Sellers
(last 12 months)
2259
Total
Institutional Outflows
(last 12 months)
$19.76B
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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
9/8/2026 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%
8/24/2026 California State Teachers Retirement System631,103,610$590.38B1.6%+91,744.7%142.307%
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%
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%
8/23/2026 Yarger Wealth Strategies LLC511$468K0.2%+4.1%0.000%
8/23/2026 Echo45 Advisors LLC615$575K0.3%-9.0%0.000%
8/23/2026 Figure 8 Investment Strategies LLC3,082$2.88M2.5%-1.4%0.001%
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8/23/2026 Operose Advisors LLC206$193K0.0%N/A0.000%
8/23/2026 Ameliora Wealth Management Ltd.721$674K0.2%+18.6%0.000%
8/23/2026 HB Wealth Management LLC31,067$29.06M0.2%+1.4%0.007%
8/23/2026 Nilsine Partners LLC16,671$15.60M1.1%+1.5%0.004%
8/23/2026 Nvest Financial LLC3,814$3.57M1.1%+4.2%0.001%
8/23/2026 Saudi Central Bank31,056$29.05M0.4%+89.6%0.007%
8/23/2026 Asset Allocation Strategies LLC360$337K0.1%+4.0%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.3,763$3.52M1.3%+4.8%0.001%
8/23/2026 Angeles Wealth Management LLC11,469$10.73M0.4%+6.3%0.003%
8/23/2026 Azimuth Capital Investment Management LLC22,381$20.94M0.7%-2.0%0.005%
8/23/2026 Unique Wealth LLC991$927K0.1%+3.1%0.000%
8/23/2026 Chokshi & Queen Wealth Advisors Inc11,485$10.74M5.0%+2.2%0.003%
8/22/2026 Advisory Solutions Group LLC1,508$1.41M0.5%N/A0.000%
8/22/2026 Rose Capital Advisors LLC318$298K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC4,787$4.50M0.5%N/A0.001%
8/22/2026 NBH Bank662$619K0.3%N/A0.000%
8/22/2026 AlphaGrep UK Ltd214$200K0.1%N/A0.000%
8/22/2026 William John Sempolinski350$327K0.1%N/A0.000%
8/22/2026 MW Advisory LLC1,617$1.51M0.6%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC334$318K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC4,667$4.37M1.5%N/A0.001%
8/22/2026 Markowski Investments2,265$2.12M0.5%N/A0.001%
8/22/2026 Old Mission Investment Co LLC1,045$978K0.2%N/A0.000%
8/22/2026 OceanIQ Capital LLC298$281K0.2%N/A0.000%
8/22/2026 Highland Investment Advisors LLC90$84K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC160$150K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.505$473K0.3%N/A0.000%
8/22/2026 Strive Financial Group LLC530$496K0.2%-73.4%0.000%
8/22/2026 Invested Advisors666$623K0.6%+2.3%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich151$141K0.0%N/A0.000%
8/22/2026 Meadowbrook Wealth Management LLC285$264K0.3%-82.1%0.000%
8/22/2026 Blalock Williams LLC938$877K0.6%-7.2%0.000%
8/22/2026 Elevation Wealth Management LLC1,130$1.06M0.8%+4.8%0.000%
8/22/2026 Plan A Wealth LLC1,138$1.07M0.5%+8.1%0.000%
8/22/2026 BAM Wealth Management LLC990$926K0.6%+241.4%0.000%
8/22/2026 Jim Saulnier & Associates LLC342$320K0.1%N/A0.000%
8/22/2026 Shum Financial Group Inc.1,715$1.60M0.9%+3.4%0.000%
8/22/2026 Raiffeisen Bank International AG42,006$39.76M0.5%+384.7%0.009%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,208$2.07M0.7%-6.2%0.000%
8/22/2026 Legacy Wealth Managment LLC ID629$589K0.3%+13.3%0.000%
8/22/2026 LifePlan Investment Advisors Inc.527$493K0.2%+28.5%0.000%
8/22/2026 NWF Advisory Services Inc.21,398$20.02M1.9%+0.6%0.005%
8/22/2026 Syon Capital LLC8,840$8.27M0.4%+7.2%0.002%
8/22/2026 Kampmann Melissa S.2,076$1.94M1.5%+11.6%0.000%
8/22/2026 Premier Path Wealth Partners LLC4,095$3.83M0.4%-8.6%0.001%
8/22/2026 Barlow Wealth Partners LLC35,455$33.79M3.5%+1.0%0.008%
8/22/2026 Lakeshore Financial Planning Inc.586$549K0.2%+3.5%0.000%
8/22/2026 Concurrent Investment Advisors LLC22,766$21.30M0.2%+15.0%0.005%
8/22/2026 Prosperitas Financial LLC4,846$4.53M1.5%+10.6%0.001%
8/22/2026 NEOS Investment Management LLC330,824$309.48M1.2%+7.5%0.075%
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8/22/2026 Burford Brothers Inc.452$423K0.2%+10.5%0.000%
8/21/2026 Alley Investment Management Company LLC19,453$18.20M2.1%-8.7%0.004%
8/21/2026 Mason & Associates Inc1,014$949K0.2%-12.8%0.000%
8/21/2026 Integrity Financial Corp WA837$783K0.4%-14.3%0.000%
8/21/2026 High Net Worth Advisory Group LLC2,592$2.43M0.5%+1.2%0.001%
8/21/2026 KFG Wealth Management LLC614$575K0.1%-9.2%0.000%
8/21/2026 iSAM Funds UK Ltd1,040$973K0.7%+226.0%0.000%
8/21/2026 Beacon Capital Management LLC1,764$1.65M0.2%-2.9%0.000%
8/21/2026 Greenspring Advisors LLC2,444$2.29M0.1%+2.3%0.001%
8/21/2026 Paragon Private Wealth Management LLC1,614$1.51M0.4%+2.6%0.000%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,621 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were California State Teachers Retirement System ($590.38B), Vanguard Group Inc. ($37.62B), BlackRock Inc. ($32.00B), State Street Corp ($15.65B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), and Morgan Stanley ($8.21B).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 4,047 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: California State Teachers Retirement System ($630.42M), 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), and Corient Private Wealth LLC ($5.68M).

Institutional investors have bought a total of 691,918,118 shares in the last 24 months. This purchase volume represents approximately $646.03B in transactions.

Of the 2,259 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 21,308,041 shares in the last 24 months. This volume of shares sold represents approximately $19.76B 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 9/8/2026. New 13F filings are added each quarter as they're published.
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