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Costco Wholesale (COST) Institutional Ownership

$796.34
-5.52 (-0.69%)
(As of 05/23/2024 ET)

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

Current
Institutional Ownership
Percentage
68.48%
Number of
Institutional Buyers
(last 12 months)
2257
Total
Institutional Inflows
(last 12 months)
$21.11B
Number of
Institutional Sellers
(last 12 months)
1737
Total
Institutional Outflows
(last 12 months)
$36.56B
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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
5/22/2024Burney Co.1,910$1.40M0.1%-40.1%0.000%
5/22/2024Beck Bode LLC15,697$11.50M2.3%+10.7%0.004%
5/22/2024Orleans Capital Management Corp LA6,276$4.60M3.0%+1.4%0.001%
5/22/2024Koesten Hirschmann & Crabtree INC.299$219K0.1%+23.0%0.000%
5/22/2024BigSur Wealth Management LLC3,780$2.77M0.9%+112.4%0.001%
5/21/2024 Atria Investments Inc27,723$20.30M0.3%+13.2%0.006%
5/21/2024 Swedbank AB389,853$285.62M0.4%N/A0.088%
5/21/2024Sanibel Captiva Trust Company Inc.48,670$35.66M1.2%+1.1%0.011%
5/21/2024 LRI Investments LLC296$217K0.0%N/A0.000%
5/21/2024 Arrow Financial Corp5,398$3.96M0.4%-16.3%0.001%
5/20/2024 Independent Wealth Network Inc.1,281$939K0.4%+13.5%0.000%
5/20/2024Strategic Wealth Partners Ltd.3,669$2.69M0.3%+11.8%0.001%
5/20/2024 Pacific Center for Financial Services971$711K0.2%+17.7%0.000%
5/20/2024 Bullseye Investment Management LLC2,815$2.06M1.2%-24.0%0.001%
5/20/2024 Highlander Capital Management LLC6,162$4.51M1.5%-0.4%0.001%
5/20/2024 Cim LLC16,386$12.01M1.8%+395.8%0.004%
5/17/2024 Citizens Financial Group Inc. RI21,782$15.96M0.5%+2.8%0.005%
5/17/2024 Vima LLC558$409K0.1%+6.3%0.000%
5/17/2024 Kozak & Associates Inc.16,706$13.25M3.6%+13.1%0.004%
5/17/2024 Investmark Advisory Group LLC997$731K0.4%+38.1%0.000%
5/17/2024 New Covenant Trust Company N.A.373$273K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd12,581$9.22M1.0%+1,364.6%0.003%
5/17/2024 Western Pacific Wealth Management LP1,975$1.45M1.0%+3.4%0.000%
5/17/2024 XML Financial LLC5,416$3.97M0.4%+7.1%0.001%
5/17/2024 iA Global Asset Management Inc.188,486$138.09M1.6%-4.0%0.042%
5/17/2024 WealthPlan Investment Management LLC13,941$10.21M1.6%-0.1%0.003%
5/17/2024 Garner Asset Management Corp4,806$3.52M1.8%+14.9%0.001%
5/17/2024 KLCM Advisors Inc.1,619$1.19M0.2%+24.9%0.000%
5/17/2024 LBP AM SA30,838$22.59M0.9%+18.8%0.007%
5/17/2024 First Western Trust Bank16,014$11.73M0.5%-27.3%0.004%
5/17/2024 Jaffetilchin Investment Partners LLC3,504$2.57M0.2%+58.2%0.001%
5/17/2024 Beacon Capital Management LLC1,633$1.20M0.2%+3.6%0.000%
5/17/2024 Hancock Whitney Corp13,071$9.58M0.3%+7.0%0.003%
5/17/2024 Comerica Bank144,711$106.02M0.5%-0.4%0.033%
5/17/2024 Coppell Advisory Solutions Corp.3,979$2.92M0.5%N/A0.001%
5/17/2024 Tidal Investments LLC21,117$15.47M0.3%+26.2%0.005%
5/17/2024 Creekmur Asset Management LLC297$217K0.1%+29.1%0.000%
5/17/2024 Motley Fool Asset Management LLC32,378$23.72M1.5%+3.2%0.007%
5/16/2024 Redwood Investment Management LLC1,347$987K0.1%-25.2%0.000%
5/16/2024 California State Teachers Retirement System725,015$531.17M0.7%+1.0%0.163%
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5/16/2024 Meiji Yasuda Life Insurance Co11,229$8.23M0.2%+85.2%0.003%
5/16/2024 FSA Wealth Management LLC505$370K0.2%+7.7%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.28,855$21.14M0.5%+9.9%0.007%
5/16/2024 Ancora Advisors LLC20,090$14.72M0.3%-0.9%0.005%
5/16/2024 Vancity Investment Management Ltd36,744$26.92M3.2%+30.7%0.008%
5/16/2024 Vawter Financial Ltd.278$204K0.1%N/A0.000%
5/16/2024 Sweeney & Michel LLC2,842$2.21M1.0%N/A0.001%
5/16/2024 Fairbanks Capital Management Inc.3,108$2.28M1.6%-1.8%0.001%
5/16/2024 Oxford Wealth Group LLC1,057$774K0.7%N/A0.000%
5/16/2024 Whalerock Point Partners LLC12,018$8.81M2.4%-99.0%0.003%
5/16/2024 Industrial Alliance Investment Management Inc.1,141$836K0.3%+2.7%0.000%
5/16/2024 Iron Gate Global Advisors LLC1,618$1.17M0.2%-1.3%0.000%
5/16/2024 Jacobs Levy Equity Management Inc.19,102$14.00M0.1%-13.2%0.004%
5/16/2024 Janus Henderson Group PLC606,509$444.33M0.2%-15.6%0.137%
5/16/2024 Kennedy Capital Management LLC7,467$5.47M0.1%N/A0.002%
5/16/2024 Waverly Advisors LLC3,866$2.83M0.1%+69.2%0.001%
5/16/2024 Silvercrest Asset Management Group LLC29,526$21.63M0.1%-19.1%0.007%
5/16/2024 Captrust Financial Advisors134,630$98.63M0.3%-12.1%0.030%
5/16/2024 Zurich Insurance Group Ltd FI106,055$77.70M0.7%-41.9%0.024%
5/15/2024 Ascent Group LLC11,647$8.53M0.8%+3.5%0.003%
5/15/2024 SVB Wealth LLC31,704$23.23M0.5%-6.8%0.007%
5/15/2024 Transcendent Capital Group LLC274$201K0.1%+72.3%0.000%
5/15/2024 Mountain Lake Investment Management LLC1,970$1.44M1.5%-2.7%0.000%
5/15/2024 Mount Yale Investment Advisors LLC1,068$783K0.1%+210.5%0.000%
5/15/2024 Beaird Harris Wealth Management LLC512$375K0.0%+3.0%0.000%
5/15/2024 Public Employees Retirement System of Ohio226,540$165.97M0.6%-4.7%0.051%
5/15/2024 Public Employees Retirement Association of Colorado561,921$411.68M1.8%-1.0%0.127%
5/15/2024 Carroll Investors Inc5,714$4.19M3.2%-6.2%0.001%
5/15/2024 Bamco Inc. NY7,715$5.65M0.0%+74.9%0.002%
5/15/2024 Manhattan West Asset Management LLC5,792$4.24M1.0%+28.3%0.001%
5/15/2024 Worldly Partners Management LLC89,663$65.69M31.0%+2.3%0.020%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund14,643$10.73M0.7%-7.2%0.003%
5/15/2024 Kentucky Retirement Systems33,698$24.69M0.7%-4.9%0.008%
5/15/2024 Fairview Capital Investment Management LLC654$479K0.0%+18.9%0.000%
5/15/2024 Price T Rowe Associates Inc. MD1,688,452$1.24B0.2%-3.0%0.381%
5/15/2024 BOKF NA34,666$25.00M0.5%-15.7%0.008%
5/15/2024 Kestra Advisory Services LLC65,173$47.75M0.3%+6.8%0.015%
5/15/2024 Steel Grove Capital Advisors LLC935$685K0.0%+128.6%0.000%
5/15/2024 Lazard Asset Management LLC101,028$74.02M0.1%+656.4%0.023%
5/15/2024 Bank of Nova Scotia Trust Co.24,236$17.76M1.9%-5.2%0.005%
5/15/2024 Epoch Investment Partners Inc.241,645$177.04M0.8%+4.4%0.054%
5/15/2024 LRI Investments LLC672$521K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.361,627$264.94M0.2%-31.7%0.082%
5/15/2024 Linscomb Wealth Inc.6,527$4.78M0.2%-2.4%0.001%
5/15/2024 Truvestments Capital LLC1,028$753K0.3%+92.1%0.000%
5/15/2024 Quadrature Capital Ltd171,436$125.60M2.1%-49.0%0.039%
5/15/2024 Guardian Capital Advisors LP13,042$9.33M1.0%+26.7%0.003%
5/15/2024 Gabelli Funds LLC97,167$71.19M0.5%-0.3%0.022%
5/15/2024 Gamco Investors INC. ET AL11,228$8.23M0.1%-1.2%0.003%
5/15/2024 Stonebridge Capital Advisors LLC639$468K0.0%+32.3%0.000%
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5/14/2024 Canada Pension Plan Investment Board1,149,135$841.89M0.9%-15.2%0.259%
5/14/2024 Guardian Capital LP50,758$37.19M1.3%+0.3%0.011%
5/14/2024 Westwood Holdings Group Inc.15,730$11.52M0.1%+0.2%0.004%
5/14/2024 JT Stratford LLC1,419$1.04M0.2%+22.9%0.000%
5/14/2024 Capital World Investors3,824,778$2.80B0.5%+8.1%0.862%
5/14/2024 Capital Research Global Investors431,659$316.25M0.1%-43.5%0.097%
5/14/2024 Capital International Sarl45,989$33.69M1.1%+25.1%0.010%
5/14/2024 Toronto Dominion Bank320,250$234.63M0.4%-1.2%0.072%
5/14/2024 Capital International Ltd. CA37,232$27.28M1.3%+18.6%0.008%
5/14/2024 Capital International Inc. CA 39,623$29.03M0.4%+9.9%0.009%
(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, 3,481 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($29.92B), BlackRock Inc. ($16.45B), State Street Corp ($10.29B), FMR LLC ($5.10B), Morgan Stanley ($4.93B), Geode Capital Management LLC ($4.53B), and Bank of New York Mellon Corp ($3.87B).Learn more on COST's institutional investors.

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

68.48% 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 3,051 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: International Assets Investment Management LLC ($6.92M), Norges Bank ($5.50M), Bank Julius Baer & Co. Ltd Zurich ($3.73M), Osaic Holdings Inc. ($2.27M), Vanguard Group Inc. ($1.55M), Jennison Associates LLC ($1.09M), and Public Investment Fund ($1.04M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 58,369,334 shares in the last 24 months. This purchase volume represents approximately $32.62B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,398 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: OFI Invest Asset Management ($48.76M), Fisher Asset Management LLC ($1.79M), BlackRock Inc. ($1.47M), Whalerock Point Partners LLC ($1.19M), Jennison Associates LLC ($1.11M), Deutsche Bank AG ($865.61K), and Parnassus Investments LLC ($851.59K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 84,633,661 shares in the last 24 months. This volume of shares sold represents approximately $45.78B in transactions.


This page (NASDAQ:COST) was last updated on 5/23/2024 by MarketBeat.com Staff

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