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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$974.03 +7.45 (+0.77%)
Closing price 07/29/2026 04:00 PM Eastern
Extended Trading
$973.28 -0.75 (-0.08%)
As of 06:41 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 Massive. 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)
2858
Total
Institutional Inflows
(last 12 months)
$50.67B
Number of
Institutional Sellers
(last 12 months)
2377
Total
Institutional Outflows
(last 12 months)
$21.52B
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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
7/30/2026Beese Fulmer Investment Management Inc.31,554$29.52M1.7%+0.5%0.007%
7/30/2026Guardian Partners Inc.10,111$9.46M0.9%-2.4%0.002%
7/30/2026Financial Network Wealth Advisors LLC182$171K0.2%-9.5%0.000%
7/30/2026Saiph Capital LLC1,323$1.24M0.4%+137.9%0.000%
7/30/2026Ethic Inc.19,930$18.64M0.2%+0.4%0.004%
7/30/2026Invera Wealth Advisors LLC890$833K0.4%-25.2%0.000%
7/30/2026PW Nova Financial Services LLC4,890$4.58M1.0%-0.3%0.001%
7/30/2026Beacon Capital Management LLC1,764$1.65M0.2%-2.9%0.000%
7/30/2026SilverOak Wealth Management LLC858$803K0.1%+12.5%0.000%
7/30/2026Westfuller Advisors LLC1,292$1.21M0.4%+27.2%0.000%
7/30/2026Centerpoint Advisory Group872$816K0.5%+6.9%0.000%
7/30/2026High Net Worth Advisory Group LLC2,592$2.43M0.5%+1.2%0.001%
7/30/2026RAM Investment Partners LLC7,210$6.75M1.1%-5.7%0.002%
7/30/2026TCI Wealth Advisors Inc.6,394$5.98M0.3%+0.6%0.001%
7/29/2026Jacobsen Capital Management750$702K0.2%-3.6%0.000%
7/29/2026Nicholson Wealth Management Group LLC2,127$1.99M1.2%-2.4%0.000%
7/29/2026Bank of Stockton6,824$6.38M1.8%-1.3%0.002%
7/29/2026Curtis Advisory Group LLC5,317$4.97M1.0%+3.9%0.001%
7/29/2026Stolz & Associates PS706$660K0.4%+21.3%0.000%
7/29/2026Ipsen Advisor Group LLC411$384K0.2%-42.2%0.000%
7/29/2026Obermeyer Wealth Partners3,403$3.18M0.1%-1.4%0.001%
7/29/2026Navigation Group LLC1,525$1.43M0.3%+1.6%0.000%
7/29/2026Avestar Capital LLC5,668$5.30M0.3%+0.7%0.001%
7/29/2026Rice Partnership LLC11,738$10.98M1.3%-1.2%0.003%
7/29/2026Independent Solutions Wealth Management LLC10,367$9.70M1.3%-2.9%0.002%
7/29/2026Virtue Asset Management LLC714$668K0.5%-3.6%0.000%
7/29/2026Keystone Financial Group1,590$1.49M0.1%+3.3%0.000%
7/29/2026Ashton Thomas Private Wealth LLC20,967$19.61M0.4%+2.3%0.005%
7/29/2026FAS Wealth Partners Inc.7,879$7.37M0.4%+6.9%0.002%
7/29/2026Elgethun Capital Management451$422K0.1%+8.2%0.000%
7/29/2026Waterloo Capital L.P.3,472$3.25M0.2%+25.2%0.001%
7/29/2026Compagnie Lombard Odier SCmA366$342K0.0%-10.1%0.000%
7/29/2026iA Global Asset Management Inc.67,572$63.21M0.8%-5.1%0.015%
7/29/2026Cornerstone Planning Group LLC188$174K0.0%-15.7%0.000%
7/29/2026NBT Bank N.A.13,778$12.89M0.9%-2.7%0.003%
7/29/2026Elm3 Financial Group LLC687$643K0.4%-3.8%0.000%
7/29/2026BKM Wealth Management LLC1,970$1.84M0.7%+3.4%0.000%
7/29/2026Bedel Financial Consulting Inc.1,212$1.13M0.1%+14.4%0.000%
7/29/2026Swiss Life Asset Management Ltd141,125$132.02M0.5%+7.5%0.032%
7/29/2026 Retirement Systems of Alabama193,386$180.91M0.5%-0.5%0.044%
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7/29/2026 Barnes Pettey Financial Advisors LLC652$610K0.2%+4.0%0.000%
7/29/2026 Baker Avenue Asset Management LP9,531$8.92M0.2%-0.2%0.002%
7/29/2026 Ducere Wealth Management LLC2,200$2.06M0.6%+33.7%0.000%
7/29/2026Hartline Investment Corp9,327$8.73M0.8%-0.1%0.002%
7/29/2026Meramec Financial Planners LLC110$105K0.0%+266.7%0.000%
7/29/2026Victory Financial Group LLC2,234$2.09M0.2%-2.1%0.001%
7/29/2026Banco Santander S.A.29,941$28.01M0.2%+2.5%0.007%
7/29/2026Analyst IMS Investment Management Services Ltd.1,871$1.75M0.0%-39.9%0.000%
7/29/2026Resona Asset Management Co. Ltd.172,759$161.95M0.8%-2.4%0.039%
7/29/2026Aware Super Pty Ltd as trustee of Aware Super84,662$79.20M1.1%-0.4%0.019%
7/29/2026Nvwm LLC4,876$4.56M0.9%+0.9%0.001%
7/29/2026Oregon Public Employees Retirement Fund54,555$51.04M0.6%+7.2%0.012%
7/29/2026Kovack Advisors Inc.7,813$7.28M0.3%+0.5%0.002%
7/29/2026 W.G. Shaheen & Associates DBA Whitney & Co13,569$12.69M0.9%+0.8%0.003%
7/29/2026 Axxcess Wealth Management LLC17,626$16.49M0.3%-2.9%0.004%
7/29/2026 Paragon Private Wealth Management LLC1,614$1.51M0.4%+2.6%0.000%
7/29/2026 Jim Saulnier & Associates LLC342$320K0.1%N/A0.000%
7/29/2026 Garrison Bradford & Associates Inc.9,403$8.80M9.5%-6.9%0.002%
7/29/2026 Duncker Streett & Co. Inc.6,005$5.62M1.0%-1.9%0.001%
7/29/2026 Avantax Planning Partners Inc.10,203$9.55M0.2%-0.4%0.002%
7/29/2026 Woodward Diversified Capital LLC413$386K0.2%+11.3%0.000%
7/29/2026 Cairn Investment Group Inc.4,111$3.85M1.7%+5.1%0.001%
7/29/2026 Verity & Verity LLC815$762K0.1%-10.9%0.000%
7/29/2026 Richard C. Young & CO. LTD.14,025$13.12M1.0%+1.1%0.003%
7/28/2026 Summit Wealth Group LLC Co.1,768$1.65M0.1%-1.3%0.000%
7/28/2026 Atria Investments Inc11,636$10.89M0.1%-5.0%0.003%
7/28/2026 Angeles Wealth Management LLC11,469$10.73M0.5%+6.3%0.003%
7/28/2026 Alessandra Capital Management LLC4,896$4.58M3.2%-0.5%0.001%
7/28/2026 Westco Advisory Services Inc. ADV1,706$1.60M1.0%-1.7%0.000%
7/28/2026 Sciencast Management LP4,282$4.01M0.8%-32.8%0.001%
7/28/2026 Seek First Inc.338$316K0.2%-3.7%0.000%
7/28/2026 Vivid Wealth Management LLC2,852$2.67M0.9%+2.3%0.001%
7/28/2026 Northstar Asset Management Inc.14,023$13.12M3.8%-9.4%0.003%
7/28/2026 Cadinha & Co. LLC38,747$36.25M5.4%+1.2%0.009%
7/28/2026 Hudson Canyon Capital Management2,789$2.61M1.4%-3.1%0.001%
7/28/2026 NewSquare Capital LLC539$504K0.0%+11.4%0.000%
7/28/2026 Sterling Investment Advisors Ltd.8,656$8.10M1.3%-7.7%0.002%
7/28/2026 Canal Capital Management LLC899$841K0.1%+2.2%0.000%
7/28/2026 Erste Asset Management GmbH23,609$22.30M0.2%+42.2%0.005%
7/28/2026 Sageworth Trust Co of South Dakota451$422K0.3%N/A0.000%
7/28/2026 Baldwin Investment Management LLC14,865$13.91M1.3%+28.4%0.003%
7/28/2026 Mcdonald Partners LLC499$467K0.1%+37.5%0.000%
7/28/2026 Ascentis Wealth Management LLC370,154$346K0.0%+15,259.1%0.083%
7/28/2026 Creative Financial Designs Inc. ADV2,735$2.56M0.1%+19.6%0.001%
7/28/2026 Raab & Moskowitz Asset Management LLC13,881$12.99M2.6%-1.1%0.003%
7/28/2026 Bull Street Advisors LLC7,915$7.40M3.4%+2.4%0.002%
7/28/2026 Z3 Capital Partners LLC1,053$985K0.2%-1.4%0.000%
7/28/2026 Kestra Private Wealth Services LLC78,463$73.40M0.8%-1.6%0.018%
7/28/2026 Navalign LLC2,020$1.89M0.4%+0.9%0.000%
7/28/2026 Asset Management One Co. Ltd.227,281$212.62M0.5%+0.5%0.051%
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7/28/2026 KFA Private Wealth Group LLC547$512K0.1%-28.2%0.000%
7/28/2026 Latitude Advisors LLC402$376K0.1%-5.2%0.000%
7/28/2026 Strategic Financial Concepts LLC454$425K0.1%-23.2%0.000%
7/28/2026 Kure Advisory LLC413$386K0.2%+7.6%0.000%
7/28/2026 Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust9,856$9.22M2.5%-44.4%0.002%
7/28/2026 Equity Wealth Partners LLC502$469K0.2%+2.2%0.000%
7/28/2026 Borer Denton & Associates Inc.23,523$22.01M7.2%+5.9%0.005%
7/28/2026 Werba Rubin Papier Wealth Management1,463$1.37M0.2%-42.5%0.000%
7/28/2026 Whittier Trust Co.55,870$53.09M0.5%-17.0%0.013%
7/28/2026 Clear Creek Financial Management LLC7,044$6.59M0.4%-2.0%0.002%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,572 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($37.62B), State Street Corp ($15.65B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), Morgan Stanley ($8.21B), Bank of America Corp DE ($7.49B), and Norges Bank ($5.20B).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 3,982 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), International Assets Investment Management LLC ($7.37M), Diamant Asset Management Inc. ($6.72M), Corient Private Wealth LLC ($5.68M), Nuveen LLC ($3.66M), and Ascentis Wealth Management LLC ($2.87M).

Institutional investors have bought a total of 54,758,300 shares in the last 24 months. This purchase volume represents approximately $50.67B in transactions.

Of the 2,367 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), Alliancebernstein L.P. ($1.27M), Jennison Associates LLC ($1.13M), Vestor Capital LLC ($969.82K), and Bank of New York Mellon Corp ($950.15K).

Institutional investors have sold a total of 22,964,772 shares in the last 24 months. This volume of shares sold represents approximately $21.52B in transactions.


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This page (NASDAQ:COST) was last updated on 7/30/2026 by MarketBeat.com Staff.
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