Costco Wholesale (COST) Institutional Ownership

$927.35 -8.45 (-0.90%)

As of 01:01 PM Eastern

Current Institutional Ownership Percentage: 68.48%
Number of Institutional Buyers (last 12 months): 2945
Total Institutional Inflows (last 12 months): $48.64B

Number of Institutional Sellers (last 12 months): 2419
Total Institutional Outflows (last 12 months): $21.69B

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COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/16/2026	Processus Wealth & Capital Management LLC	5,019	$4.70M	1.6%	+0.4%	0.001%
7/12/2026	Walker Asset Management LLC	510	$477K	0.2%	-5.2%	0.000%
7/12/2026	Ballast Inc.	3,501	$3.28M	0.6%	+15.7%	0.001%
7/10/2026	Regent Peak Wealth Advisors LLC	1,913	$1.79M	0.3%	+3.7%	0.000%
7/10/2026	Hyperion Asset Management Ltd	68,762	$64.33M	1.7%	+9.0%	0.016%
7/10/2026	Abound Wealth Management	368	$344K	0.1%	-8.5%	0.000%
7/10/2026	Northside Capital Management LLC	3,479	$3.26M	0.3%	-0.7%	0.001%
7/10/2026	Annex Advisory Services LLC	38,700	$36.20M	0.6%	-3.5%	0.009%
7/10/2026	Insight Wealth Strategies LLC	383	$354K	0.0%	+80.7%	0.000%
7/10/2026	Hudson Value Partners LLC	6,866	$6.42M	1.6%	-1.6%	0.002%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
7/10/2026	Processus Wealth & Capital Management LLC	5,019	$4.70M	2.8%	+0.4%	0.001%
7/10/2026	Whitener Capital Management Inc.	3,752	$3.51M	0.7%	+0.6%	0.001%
7/10/2026	Tema ETFs LLC	8,067	$7.55M	0.2%	+9.9%	0.002%
7/10/2026	Sunesis Advisors LLC	305	$285K	0.1%	-25.2%	0.000%
7/10/2026	Dagco Inc.	505	$472K	0.1%	-5.6%	0.000%
7/10/2026	West Branch Capital LLC	4,329	$4.05M	0.9%	+2.0%	0.001%
7/10/2026	Canvas Wealth Advisors LLC	1,958	$1.83M	0.3%	-5.6%	0.000%
7/10/2026	Rise Advisors LLC	712	$666K	0.2%	-6.4%	0.000%
7/10/2026	Arkfeld Wealth Strategies L.L.C.	2,028	$1.93M	0.6%	+0.6%	0.000%
7/10/2026	William Mack & Associates Inc.	327	$306K	0.1%	+27.7%	0.000%
7/10/2026	Fiduciary Financial Group LLC	780	$730K	0.1%	+9.4%	0.000%
7/10/2026	Farrell Financial LLC	351	$329K	0.2%	-37.5%	0.000%
7/10/2026	Kentucky Trust Co	43	$40K	0.0%	+43.3%	0.000%
7/10/2026	Torren Management LLC	62	$58K	0.0%	+342.9%	0.000%
7/10/2026	Diversified Management Inc.	975	$912K	0.2%	-21.9%	0.000%
7/10/2026	Clarus Wealth Advisors	1,931	$1.84M	0.7%	+11.4%	0.000%
7/10/2026	City Holding Co.	9,170	$8.58M	1.0%	-0.7%	0.002%
7/10/2026	Orrstown Financial Services Inc.	1,793	$1.68M	0.2%	-5.1%	0.000%
7/10/2026	KWB Wealth	2,109	$1.97M	0.2%	-0.6%	0.000%
7/10/2026	Scott Capital Advisors LLC	748	$700K	0.1%	+1.9%	0.000%
7/10/2026	Spinnaker Investment Group LLC	240	$225K	0.0%	N/A	0.000%
7/10/2026	Fulcrum Equity Management	590	$552K	0.4%	-3.3%	0.000%
7/10/2026	KMG Fiduciary Partners LLC	8,847	$8.28M	0.8%	-14.5%	0.002%
7/10/2026	Sage Capital Advisors llc	6,550	$6.13M	1.3%	+2.2%	0.001%
7/10/2026	Community Financial Services Group LLC	14,933	$13.81M	2.0%	+1.0%	0.003%
7/10/2026	Constitution Capital LLC	2,452	$2.29M	1.2%	-74.9%	0.001%
7/10/2026	Perkins Coie Trust Co	4,754	$4.45M	0.7%	-1.9%	0.001%
7/10/2026	Hoffman Alan N Investment Management	8,346	$7.81M	4.6%	-0.9%	0.002%
7/10/2026	Fulton Bank N.A.	8,505	$7.96M	0.2%	+5.6%	0.002%
7/10/2026	Wealthcare Advisory Partners LLC	6,390	$5.98M	0.1%	-28.3%	0.001%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
7/10/2026	Paladin Wealth LLC	630	$589K	0.3%	+7.3%	0.000%
7/9/2026	Defender Capital LLC.	11,500	$10.76M	3.5%	-3.5%	0.003%
7/9/2026	First Bank & Trust	6,210	$5.81M	0.9%	-21.6%	0.001%
7/9/2026	Revolve Wealth Partners LLC	1,272	$1.19M	0.1%	+1.9%	0.000%
7/9/2026	Key Client Fiduciary Advisors LLC	735	$688K	0.2%	-6.5%	0.000%
7/9/2026	Vista Investment Partners LLC	769	$719K	0.2%	-6.1%	0.000%
7/9/2026	Centurion Wealth Management LLC	632	$591K	0.1%	-59.4%	0.000%
7/9/2026	Finivi Inc.	4,128	$3.86M	2.0%	+2.1%	0.001%
7/9/2026	Franklin Street Advisors Inc. NC	19,835	$18.56M	1.0%	-1.4%	0.004%
7/9/2026	Matrix Trust Co	2,194	$2.05M	0.3%	-6.1%	0.000%
7/9/2026	Veery Capital LLC	944	$883K	0.2%	-1.3%	0.000%
7/9/2026	Sapient Capital LLC	72,806	$68.11M	0.9%	-1.3%	0.016%
7/9/2026	Atlas Brown Inc.	4,831	$4.52M	1.2%	-0.3%	0.001%
7/9/2026	World Equity Group Inc.	1,011	$946K	0.2%	+5.9%	0.000%
7/9/2026	Focus Financial Network Inc.	10,630	$9.94M	0.3%	+3.6%	0.002%
7/9/2026	Allied Private Wealth LLC	821	$783K	0.5%	N/A	0.000%
7/9/2026	TOWER TRUST & INVESTMENT Co	2,567	$2.40M	1.5%	-2.4%	0.001%
7/9/2026	Great Waters Wealth Management	1,812	$1.70M	0.2%	+6.0%	0.000%
7/9/2026	Arista Wealth Management LLC	7,505	$7.02M	0.8%	+0.7%	0.002%
7/9/2026	Aletheian Wealth Advisors LLC	521	$487K	0.2%	+7.9%	0.000%
7/9/2026	Tactive Advisors LLC	865	$809K	0.2%	-1.3%	0.000%
7/9/2026	Everhart Financial Group Inc.	4,697	$4.39M	0.3%	-8.5%	0.001%
7/9/2026	Jacobs & Co. CA	23,684	$22.16M	1.9%	-0.1%	0.005%
7/9/2026	Sax Wealth Advisors LLC	3,083	$3.07M	0.1%	+80.1%	0.001%
7/9/2026	Cardano Risk Management B.V.	186,969	$174.90M	1.3%	-0.1%	0.042%
7/9/2026	Everpar Advisors LLC	944	$883K	0.3%	-5.3%	0.000%
7/9/2026	Adamsbrown Wealth Consultants LLC	588	$550K	0.1%	+64.7%	0.000%
7/9/2026	Hennion & Walsh Asset Management Inc.	10,525	$9.85M	0.3%	+9.3%	0.002%
7/9/2026	First National Bank of Mount Dora Trust Investment Services	10,086	$9.44M	1.9%	-2.3%	0.002%
7/9/2026	Legacy Wealth Management LLC MS	3,702	$3.46M	0.9%	-0.9%	0.001%
7/9/2026	Pine Haven Investment Counsel Inc	5,474	$5.12M	3.4%	+0.3%	0.001%
7/9/2026	Breakwater Capital Group	1,006	$941K	0.1%	+5.0%	0.000%
7/9/2026	Affinity Capital Advisors LLC	755	$718K	0.1%	-12.6%	0.000%
7/9/2026	Agate Pass Investment Management LLC	2,903	$2.72M	1.0%	-9.5%	0.001%
7/9/2026	Valeo Financial Advisors LLC	9,181	$8.59M	0.2%	-1.3%	0.002%
7/9/2026	Norway Savings Bank	4,318	$4.04M	1.7%	+0.9%	0.001%
7/8/2026	MRA Advisory Group	300	$281K	0.1%	-39.4%	0.000%
7/8/2026	Norman Fields Gottscho Capital Management LLC	57,203	$53.51M	16.2%	+0.0%	0.013%
7/8/2026	Gradient Investments LLC	27,585	$25.81M	0.4%	+9.0%	0.006%
7/8/2026	Rockland Trust Co.	8,043	$7.52M	0.3%	-1.5%	0.002%
7/8/2026	Beacon Bank & Trust	963	$901K	0.2%	+6.3%	0.000%
7/8/2026	Thurston Springer Miller Herd & Titak Inc.	1,812	$1.70M	0.6%	+9.4%	0.000%
7/8/2026	Baring Financial LLC	1,453	$1.36M	0.7%	-2.0%	0.000%
7/8/2026	Beacon Investment Advisory Services Inc.	1,713	$1.60M	0.1%	-9.0%	0.000%
7/8/2026	Williams & Novak LLC	445	$416K	0.3%	-4.1%	0.000%
7/8/2026	Chesley Taft & Associates LLC	66,032	$61.77M	2.4%	-1.8%	0.015%
7/8/2026	Trust Point Inc.	2,187	$2.05M	0.2%	+5.7%	0.000%
7/8/2026	AAFMAA Wealth Management & Trust LLC	1,492	$1.40M	0.5%	-12.1%	0.000%
7/8/2026	First Heartland Consultants Inc.	2,101	$1.97M	0.1%	-1.5%	0.000%
7/8/2026	Teamwork Financial Advisors LLC	15,162	$14.18M	1.3%	-1.4%	0.003%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
7/8/2026	Sonoma Allocations LLC	440	$410K	0.2%	-7.8%	0.000%
7/8/2026	Abner Herrman & Brock LLC	575	$538K	0.1%	+11.4%	0.000%
7/8/2026	Ebert Capital Management Inc.	4,180	$3.91M	3.7%	-0.5%	0.001%
7/8/2026	Professional Advisory Services Inc.	309	$289K	0.0%	N/A	0.000%
7/8/2026	Community Trust & Investment Co.	16,291	$15.24M	0.8%	-0.8%	0.004%
7/8/2026	Wilsey Asset Management Inc.	12,776	$11.95M	1.8%	+0.7%	0.003%
7/8/2026	LifeGoal Investments LLC	504	$471K	0.2%	+18.0%	0.000%
7/8/2026	Cooper Financial Group	4,208	$3.94M	0.3%	-3.2%	0.001%
7/8/2026	Renaissance Investment Group LLC	20,279	$18.97M	3.7%	-1.3%	0.005%
7/8/2026	RVW Wealth LLC	1,002	$937K	0.1%	-3.2%	0.000%

COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,576 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 3,997 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 52,545,689 shares in the last 24 months. This purchase volume represents approximately $48.64B in transactions.

Of the 2,408 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 23,138,591 shares in the last 24 months. This volume of shares sold represents approximately $21.69B in transactions.

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This page (NASDAQ:COST) was last updated on 7/21/2026 by MarketBeat.com Staff.

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Costco Wholesale (COST) Institutional Ownership

COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

COST Institutional Ownership - Frequently Asked Questions

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Costco Wholesale (COST) Institutional Ownership

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

COST Institutional Buying and Selling by Quarter

Costco Wholesale Major Shareholders & Ownership History

COST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COST shares?

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

Which institutional investors have been buying Costco Wholesale's stock?

How much institutional buying is happening at Costco Wholesale?

Which of Costco Wholesale's major shareholders have been selling company stock?

How much institutional selling is happening at Costco Wholesale?

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