Costco Wholesale (COST) Institutional Ownership

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$951.45 0.00 (0.00%)
Closing price 06/18/2026 04:00 PM Eastern
Extended Trading
$951.95 +0.50 (+0.05%)
As of 06/18/2026 08:00 PM 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.

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

Current
Institutional Ownership
Percentage
68.48%
Number of
Institutional Buyers
(last 12 months)
3030
Total
Institutional Inflows
(last 12 months)
$51.21B
Number of
Institutional Sellers
(last 12 months)
2476
Total
Institutional Outflows
(last 12 months)
$22.18B
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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
6/18/2026 Western Wealth Management LLC19,195$19.13M0.7%+21.0%0.004%
6/18/2026 Pacer Advisors Inc.44,035$43.88M0.1%-40.5%0.010%
6/16/2026 Steelhead Wealth Management LLC210$209K0.1%N/A0.000%
6/15/2026 Carmignac Gestion1,151$1.15M0.0%-75.3%0.000%
6/12/2026 S&A Financial Services Inc.1,943$1.94M1.3%N/A0.000%
6/11/2026 E Wealth Partners LLC393$392K0.3%N/A0.000%
6/10/2026 Brandywine Financial Group600$598K0.5%-7.7%0.000%
6/10/2026 Dakota Community Bank & Trust NA224$223K0.8%-6.7%0.000%
6/10/2026 FAS Wealth Partners Inc.7,368$7.34M0.5%+1.4%0.002%
6/9/2026 Rathbones Group PLC235,962$235.10M0.9%-14.1%0.053%
6/9/2026 Robinswood Financial LLC1,668$1.66M2.1%N/A0.000%
6/8/2026 First National Bank of Mount Dora Trust Investment Services10,322$10.29M2.2%-24.9%0.002%
6/8/2026 Pine Valley Investments Ltd Liability Co7,798$7.77M0.4%+6.3%0.002%
6/8/2026 Farmers National Bank959$956K0.2%-1.9%0.000%
6/4/2026 Chelsea Counsel Co.8,140$8.11M3.5%-2.0%0.002%
6/4/2026 Evansbrook LLC649$647K0.4%+6.6%0.000%
6/3/2026 Wealthquest Corp440$439K0.0%+38.4%0.000%
6/3/2026 CoreFirst Bank & Trust529$527K0.3%-10.6%0.000%
6/3/2026 Stillwater Private Wealth LLC226$225K0.2%N/A0.000%
6/3/2026 Parallel Advisors LLC45,954$45.79M0.8%+0.9%0.010%
6/3/2026 NewEdge Advisors LLC152,950$152.40M0.5%-0.9%0.034%
6/1/2026 Caerus Investment Advisors LLC236$235K0.1%N/A0.000%
6/1/2026 First Nebraska Trust Co2,022$2.02M0.2%N/A0.000%
6/1/2026 Flagship Wealth Advisors LLC355$351K0.1%-22.0%0.000%
6/1/2026 Foguth Wealth Management LLC.648$620K0.1%+9.5%0.000%
6/1/2026 Concorde Asset Management LLC558$556K0.3%-32.2%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.282$281K0.0%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC1,102$1.10M0.2%+3.4%0.000%
6/1/2026 Keel Point LLC1,910$1.90M0.1%-28.5%0.000%
5/29/2026 Krane Financial Solutions LLC712$709K0.5%N/A0.000%
5/29/2026 Asset Dedication LLC4,481$4.47M0.3%-15.8%0.001%
5/28/2026 Cozad Asset Management Inc.18,032$17.97M1.4%+1.9%0.004%
5/28/2026 Lavelle Capital LP633$631K0.4%N/A0.000%
5/28/2026 Blue Fin Capital Inc.12,132$12.09M2.0%+0.7%0.003%
5/28/2026 Carlson Capital L.P.1,405$1.40M0.4%+75.6%0.000%
5/28/2026 Challenger Wealth Management2,393$2.38M1.9%+1.5%0.001%
5/28/2026 Maripau Wealth Management LLC1,002$998K0.4%+47.4%0.000%
5/27/2026 Allen Capital Group LLC8,322$8.29M0.7%+627.4%0.002%
5/27/2026 Security Financial Services INC.264$263K0.0%-45.5%0.000%
5/27/2026 Westshore Wealth LLC432$430K0.2%-4.2%0.000%
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5/26/2026 Serenity Investment Advisors230$237K0.1%N/A0.000%
5/26/2026 Glenmede Trust Co. NA125,090$124.64M0.6%-0.7%0.028%
5/26/2026 Summit Financial Wealth Advisors LLC906$903K0.1%+16.8%0.000%
5/26/2026 Ruggaard & Associates LLC756$753K0.3%-3.2%0.000%
5/26/2026 Axiom Investment Management LLC80$80K0.1%N/A0.000%
5/22/2026 Summitry LLC1,588$1.58M0.1%+233.6%0.000%
5/22/2026 Groupama Asset Managment19,627$19.56M0.3%+11.7%0.004%
5/22/2026 WNY Asset Management LLC810$807K0.1%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC104,607$103.79M1.3%N/A0.024%
5/22/2026 Wellington Grp LLC525$523K0.2%-28.0%0.000%
5/22/2026 Verus Capital Partners LLC3,034$3.02M0.2%-7.8%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC14,039$13.99M3.1%-0.5%0.003%
5/21/2026 GKV Capital Management Co. Inc.8,717$8.69M3.1%-0.7%0.002%
5/21/2026 Argent Capital Management LLC2,480$2.47M0.1%-8.3%0.001%
5/21/2026 Front Street Capital Management Inc.17,329$17.27M2.2%-21.5%0.004%
5/21/2026 Essential Partners LLC271$270K0.1%+903.7%0.000%
5/21/2026 Vestor Capital LLC1,017$1.01M0.1%-99.9%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.4,386$4.37M1.0%-3.6%0.001%
5/21/2026 BankChampaign National Association1,421$1.42M1.4%N/A0.000%
5/21/2026 Groupe la Francaise44,997$44.55M0.6%-0.1%0.010%
5/20/2026 SHUTTLEWORTH & Co2,442$2.43M2.2%+0.4%0.001%
5/20/2026 Leigh Baldwin & CO. LLC842$839K0.5%+8.2%0.000%
5/20/2026 TrueWealth Financial Partners808$805K0.3%N/A0.000%
5/19/2026 Front Row Advisors LLC5,425$5.41M1.8%-0.4%0.001%
5/19/2026 Western Wealth Management LLC19,195$19.13M0.7%+21.0%0.004%
5/19/2026 McIlrath & Eck LLC6,485$6.46M0.5%+1.0%0.001%
5/19/2026 Sonoma Allocations LLC477$483K0.2%+6.5%0.000%
5/19/2026 Park State Asset Management6,870$6.85M5.2%-1.5%0.002%
5/19/2026 Orographic Financial Advisors LLC382$380K0.3%N/A0.000%
5/19/2026 Cim Investment Management Inc.2,635$2.63M0.7%-0.5%0.001%
5/19/2026 Silicon Valley Capital Partners11,972$11.93M1.2%-34.5%0.003%
5/19/2026 Paragon Private Wealth Management LLC1,573$1.57M0.5%+13.8%0.000%
5/19/2026 Ariadne Wealth Management LP500$498K0.2%+48.4%0.000%
5/19/2026 Bank of America Corp DE7,515,031$7.49B0.5%+11.5%1.694%
5/19/2026 Hamilton Wealth LLC1,214$1.21M0.1%+98.7%0.000%
5/19/2026 Strait & Sound Wealth Management LLC5,638$5.62M2.1%+0.2%0.001%
5/19/2026 Edgestream Partners L.P.2,695$2.69M0.1%+118.0%0.001%
5/19/2026 Financial Insights Inc.2,603$2.59M0.8%+1.8%0.001%
5/19/2026 Kensington Investment Counsel LLC1,269$1.26M0.6%-18.8%0.000%
5/19/2026 Kentucky Retirement Systems36,073$35.94M1.2%+29.4%0.008%
5/19/2026 Chesapeake Wealth Management670$668K0.2%+11.5%0.000%
5/19/2026 Janus Henderson Group PLC388,793$387.40M0.2%+0.7%0.088%
5/19/2026 Centaurus Financial Inc.6,602$6.58M0.3%-1.3%0.001%
5/19/2026 Cim LLC20,363$20.29M2.9%-6.4%0.005%
5/19/2026 Oddo BHF Asset Management Sas8,496$8.47M0.3%+2.8%0.002%
5/19/2026 Bull Harbor Capital LLC1,335$1.33M0.4%N/A0.000%
5/19/2026 Strategic Investment Advisors MI1,365$1.36M0.1%+15.5%0.000%
5/19/2026 Ashton Thomas Securities LLC3,064$3.05M0.4%+46.7%0.001%
5/19/2026 Arkadios Wealth Advisors23,217$23.13M0.4%-3.1%0.005%
5/19/2026 Claris Financial LLC1,114$1.11M0.6%+2.2%0.000%
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5/19/2026 Altshuler Shaham Ltd2,618$2.61M0.0%N/A0.001%
5/19/2026 Smith Group Asset Management LLC61,895$61.67M3.1%+9.0%0.014%
5/18/2026 Sunbelt Securities Inc.5,714$5.69M0.4%+1.9%0.001%
5/18/2026 Guardian Partners Inc.10,360$10.35M0.9%-2.0%0.002%
5/18/2026 Amundi2,839,016$2.83B0.8%+11.1%0.640%
5/18/2026 Gould Capital LLC3,960$3.95M2.4%+10.8%0.001%
5/18/2026 Adalta Capital Management LLC135$135K0.1%-10.0%0.000%
5/18/2026 EverSource Wealth Advisors LLC6,329$6.31M0.2%+34.0%0.001%
5/18/2026 Talon Private Wealth LLC849$846K0.1%N/A0.000%
5/18/2026 California State Teachers Retirement System687,142$684.69M0.7%-2.2%0.155%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,582 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 4,017 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 Kingstone Capital Partners Texas LLC ($2.36M).

Institutional investors have bought a total of 55,139,048 shares in the last 24 months. This purchase volume represents approximately $51.21B in transactions.

Of the 2,476 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: Assenagon Asset Management S.A. ($1.76M), Cardano Risk Management B.V. ($1.60M), 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 23,624,789 shares in the last 24 months. This volume of shares sold represents approximately $22.18B in transactions.



This page (NASDAQ:COST) was last updated on 6/19/2026 by MarketBeat.com Staff.
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