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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$957.77 -36.73 (-3.69%)
Closing price 04/21/2025 04:00 PM Eastern
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$968.12 +10.35 (+1.08%)
As of 09:25 AM 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)
2643
Total
Institutional Inflows
(last 12 months)
$40.32B
Number of
Institutional Sellers
(last 12 months)
2022
Total
Institutional Outflows
(last 12 months)
$20.67B
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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
4/21/2025Citizens & Northern Corp5,541$5.24M1.5%-0.6%0.001%
4/21/2025Meriwether Wealth & Planning LLC254$240K0.2%-9.0%0.000%
4/21/2025L.M. Kohn & Company14,620$13.83M3.6%-5.5%0.003%
4/21/2025Brady Family Wealth LLC4,552$4.31M1.4%-1.6%0.001%
4/21/2025Riverwater Partners LLC810$766K0.4%-5.0%0.000%
4/21/2025Stableford Capital II LLC1,267$1.26M0.5%-3.1%0.000%
4/21/2025Martin Worley Group743$703K0.4%-6.2%0.000%
4/21/2025Spirit of America Management Corp NY6,756$6.39M1.3%-1.1%0.002%
4/21/2025Proathlete Wealth Management LLC127$121K0.0%N/A0.000%
4/21/2025Abundance Wealth Counselors1,828$1.73M0.4%+8.7%0.000%
4/21/2025Avior Wealth Management LLC5,989$5.67M0.2%-4.2%0.001%
4/21/2025ORG Partners LLC3,315$3.16M0.8%-2.9%0.001%
4/21/2025Investment Research & Advisory Group Inc.4,590$4.34M1.8%+3.0%0.001%
4/21/2025OLD Second National Bank of Aurora2,776$2.63M0.6%-31.2%0.001%
4/21/2025River Street Advisors LLC1,390$1.32M0.7%-34.5%0.000%
4/21/2025Retirement Systems of Alabama133,838$126.58M0.5%-4.0%0.030%
4/21/2025Means Investment CO. Inc.447$423K0.0%-3.2%0.000%
4/21/2025Walter & Keenan Wealth Management LLC IN ADV2,489$2.35M0.7%+3.1%0.001%
4/21/2025Roberts Wealth Advisors LLC5,690$5.38M1.7%-0.9%0.001%
4/21/2025Trifecta Capital Advisors LLC15,607$14.76M3.1%+0.4%0.004%
4/21/2025Blue Trust Inc.6,997$6.62M0.1%+1.5%0.002%
4/21/2025Townsend Asset Management Corp NC ADV7,620$7.21M2.8%-2.2%0.002%
4/21/2025Curran Financial Partners LLC2,632$2.49M0.6%-11.7%0.001%
4/21/2025GFS Advisors LLC941$890K0.2%+51.8%0.000%
4/21/2025Merrion Investment Management Co LLC1,325$1.25M0.9%+2.7%0.000%
4/21/2025Brady Martz Wealth Solutions LLC1,236$1.17M0.3%-1.1%0.000%
4/21/2025CLG LLC1,341$1.27M0.4%+8.1%0.000%
4/21/2025Advisory Resource Group1,693$1.60M0.3%+1.7%0.000%
4/21/2025ERn Financial LLC1,913$1.81M0.3%-8.5%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,813$3.54M0.5%+1.4%0.001%
4/21/2025Norris Perne & French LLP MI4,240$4.01M0.3%-13.6%0.001%
4/21/2025Silver Oak Securities Incorporated2,459$2.29M0.2%-0.7%0.001%
4/21/2025United Advisor Group LLC1,560$1.48M0.3%-31.8%0.000%
4/21/2025ORG Wealth Partners LLC1,925$1.84M0.6%+1,081.0%0.000%
4/21/2025Hartford Financial Management Inc.14,201$13.43M2.8%-0.2%0.003%
4/21/2025Plimoth Trust Co. LLC488$462K0.1%-22.7%0.000%
4/21/2025Trivant Custom Portfolio Group LLC5,295$5.01M2.9%-1.0%0.001%
4/21/2025Compass Capital Corp MA ADV2,400$2.27M1.2%-3.7%0.001%
4/21/2025HCR Wealth Advisors7,879$7.45M1.0%-1.1%0.002%
4/21/2025Envestnet Portfolio Solutions Inc.27,111$25.64M0.1%-17.5%0.006%
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4/21/2025Catalina Capital Group LLC742$702K0.5%-69.4%0.000%
4/21/2025Well Done LLC260$238K0.0%+9.7%0.000%
4/21/2025Wealthspan Partners LLC300$284K0.1%+4.9%0.000%
4/21/2025Sterling Investment Counsel LLC2,044$1.93M0.7%+49.4%0.000%
4/21/2025TCI Wealth Advisors Inc.6,127$5.80M0.5%+4.4%0.001%
4/21/2025Duncan Williams Asset Management LLC1,357$1.28M0.5%+35.2%0.000%
4/21/2025Boston Trust Walden Corp131,659$124.52M0.9%-11.7%0.030%
4/21/2025Premier Path Wealth Partners LLC3,355$3.17M0.5%-2.4%0.001%
4/21/2025Friedenthal Financial327$310K0.2%+14.7%0.000%
4/21/2025MGO Private Wealth LLC773$731K0.5%-1.9%0.000%
4/21/2025WestHill Financial Advisors Inc.1,343$1.27M0.3%-6.3%0.000%
4/21/2025Institute for Wealth Management LLC.9,502$8.99M1.2%-1.3%0.002%
4/21/2025Centennial Wealth Advisory LLC898$848K0.3%+8.1%0.000%
4/21/2025Johnson Investment Counsel Inc.85,581$80.94M0.8%-0.1%0.019%
4/21/2025Steel Grove Capital Advisors LLC663$627K0.1%-3.9%0.000%
4/21/2025Beacon Capital Management LLC1,645$1.56M0.2%-1.2%0.000%
4/21/2025Grandview Asset Management LLC2,867$2.71M1.0%+0.8%0.001%
4/21/2025Aspiriant LLC2,131$2.02M0.1%+5.8%0.000%
4/21/2025Kiley Juergens Wealth Management LLC33,693$31.87M8.5%+1.5%0.008%
4/21/2025State of Alaska Department of Revenue59,974$56.72M0.6%+10.1%0.014%
4/21/2025CWA Asset Management Group LLC36,635$34.65M1.7%-1.7%0.008%
4/21/2025Analyst IMS Investment Management Services Ltd.7,225$6.83M0.3%-1.9%0.002%
4/21/2025LifeWealth Investments LLC649$614K0.3%+42.6%0.000%
4/21/2025Dunhill Financial LLC252$239K0.1%-12.5%0.000%
4/21/2025Summa Corp.481$455K0.3%-9.4%0.000%
4/21/2025PUREfi Wealth LLC349$330K0.3%-6.9%0.000%
4/21/2025Kingswood Wealth Advisors LLC9,142$8.68M0.3%+43.8%0.002%
4/21/2025Accelerate Investment Advisors LLC679$643K0.5%+13.9%0.000%
4/21/2025Essex Savings Bank1,816$1.72M0.4%-1.1%0.000%
4/21/2025Roman Butler Fullerton & Co.2,898$2.83M1.1%-2.8%0.001%
4/21/2025S. R. Schill & Associates445$421K0.3%+67.3%0.000%
4/21/2025MN Wealth Advisors LLC634$600K0.4%-9.8%0.000%
4/18/2025 Wells Trecaso Financial Group LLC348$329K0.1%-5.7%0.000%
4/18/2025 Financial Partners Group LLC1,553$1.47M0.6%-5.9%0.000%
4/18/2025 Lion Street Advisors LLC8,522$8.06M2.6%+5.3%0.002%
4/18/2025 Cornerstone Wealth Management LLC4,518$4.27M0.3%-1.9%0.001%
4/18/2025 Bender Robert & Associates1,451$1.37M0.3%-2.1%0.000%
4/18/2025 Mezzasalma Advisors LLC4,456$4.21M1.5%+8.1%0.001%
4/18/2025 Shepherd Financial Partners LLC3,478$3.29M0.4%+3.9%0.001%
4/18/2025 Clarius Group LLC8,661$8.19M0.5%+17.4%0.002%
4/18/2025 Hemenway Trust Co LLC1,591$1.51M0.1%-2.2%0.000%
4/18/2025 Creative Capital Management Investments LLC576$545K0.2%+26.9%0.000%
4/18/2025 Financial Perspectives Inc1,120$1.06M0.4%+37.4%0.000%
4/18/2025 Market Street Wealth Management Advisors LLC2,136$2.02M0.3%+0.9%0.000%
4/18/2025 GSB Wealth Management LLC3,672$3.47M0.9%-3.2%0.001%
4/18/2025 DHJJ Financial Advisors Ltd.124$117K0.0%+24.0%0.000%
4/18/2025 Birch Hill Investment Advisors LLC36,666$34.68M1.6%-6.2%0.008%
4/18/2025 Boomfish Wealth Group LLC642$607K0.4%-9.2%0.000%
4/18/2025 CENTRAL TRUST Co21,035$19.89M0.5%-2.4%0.005%
4/18/2025 Wendell David Associates Inc.17,963$16.99M1.7%-0.1%0.004%
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4/18/2025 San Luis Wealth Advisors LLC554$524K0.1%-63.3%0.000%
4/18/2025 Global Trust Asset Management LLC2,104$1.99M1.2%-23.1%0.000%
4/18/2025 Bell Bank2,551$2.41M0.1%+7.6%0.001%
4/18/2025 PKO Investment Management Joint Stock Co11,500$10.88M1.2%+187.5%0.003%
4/18/2025 Rakuten Securities Inc.264$250K0.1%-26.7%0.000%
4/18/2025 Insigneo Advisory Services LLC5,410$5.12M0.5%+9.8%0.001%
4/18/2025 Edge Financial Advisors LLC504$476K0.3%+10.0%0.000%
4/18/2025 Bfsg LLC10,331$9.77M1.2%-3.3%0.002%
4/18/2025 Cardinal Capital Management21,443$20.28M3.1%-1.3%0.005%
4/18/2025 Halbert Hargrove Global Advisors LLC128$121K0.0%+15.3%0.000%
(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, 4,033 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($38.67B), 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 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 3,518 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 ($11.15M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Osaic Holdings Inc. ($2.27M), Assenagon Asset Management S.A. ($1.59M), and Proficio Capital Partners LLC ($1.52M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 80,223,974 shares in the last 24 months. This purchase volume represents approximately $61.23B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,670 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), International Assets Investment Management LLC ($7.36M), Jennison Associates LLC ($1.22M), Whalerock Point Partners LLC ($1.18M), Wellington Management Group LLP ($1.09M), Legal & General Group Plc ($982.12K), and Bank of New York Mellon Corp ($939.77K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 87,380,391 shares in the last 24 months. This volume of shares sold represents approximately $55.48B in transactions.


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This page (NASDAQ:COST) was last updated on 4/22/2025 by MarketBeat.com Staff
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