Costco Wholesale (COST) Institutional Ownership

$915.74 -9.67 (-1.04%)

As of 09/4/2026 04:00 PM Eastern

Current Institutional Ownership Percentage: 68.48%
Number of Institutional Buyers (last 12 months): 2839
Total Institutional Inflows (last 12 months): $645.92B

Number of Institutional Sellers (last 12 months): 2259
Total Institutional Outflows (last 12 months): $19.76B

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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
9/4/2026	Parkside Financial Bank & Trust	3,215	$3.01M	0.2%	+1.3%	0.001%
9/2/2026	MLG Wealth Management DBA Pine Grove Financial Group	480	$449K	0.0%	+10.1%	0.000%
9/2/2026	Range Advisory LLC	999	$935K	0.1%	-10.3%	0.000%
9/1/2026	Agur Provident & Training Funds Management Ltd.	5,815	$5.12M	1.2%	N/A	0.001%
8/28/2026	Cornerstone Financial Management LLC	152	$142K	0.1%	+16.0%	0.000%
8/28/2026	NWM Advisors LLC	328	$307K	0.2%	-16.5%	0.000%
8/27/2026	Corient Private Wealth LP	754,706	$706.01M	1.0%	-0.6%	0.170%
8/27/2026	Formuepleje A S	2,237	$2.09M	0.2%	N/A	0.001%
8/26/2026	HORAN Wealth LLC	830	$777K	0.1%	+3.4%	0.000%
8/26/2026	Amundi	2,424,461	$2.27B	0.5%	-14.6%	0.547%
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8/26/2026	Schulz Wealth LTD.	328	$307K	0.2%	N/A	0.000%
8/26/2026	Wellington Grp LLC	456	$427K	0.1%	-13.1%	0.000%
8/26/2026	Brown Financial Advisors	1,177	$1.10M	0.4%	+10.2%	0.000%
8/26/2026	HighTower Advisors LLC	448,285	$419.36M	0.4%	+3.1%	0.101%
8/25/2026	Advus Financial Partners LLC	611	$572K	0.1%	-10.1%	0.000%
8/25/2026	Tobias Financial Advisors Inc.	591	$553K	0.1%	-2.8%	0.000%
8/25/2026	Groupe la Francaise	53,335	$49.62M	0.6%	+18.5%	0.012%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	62,907	$58.85M	0.4%	N/A	0.014%
8/25/2026	Financial Insights Inc.	2,632	$2.46M	0.7%	+1.1%	0.001%
8/24/2026	Strategic Financial Services Inc.	2,883	$2.70M	0.1%	-3.2%	0.001%
8/24/2026	Carlson Financial Inc.	1,760	$1.65M	0.8%	-9.5%	0.000%
8/24/2026	Vancity Investment Management Ltd	18,662	$17.46M	2.6%	+2.1%	0.004%
8/24/2026	California State Teachers Retirement System	631,103,610	$590.38B	1.6%	+91,744.7%	142.307%
8/23/2026	Tanager Wealth Management LLP	909	$850K	0.1%	-7.0%	0.000%
8/23/2026	DMC Group LLC	1,589	$1.49M	1.0%	-15.9%	0.000%
8/23/2026	Trans Canada Capital Inc.	22,588	$21.13M	1.2%	N/A	0.005%
8/23/2026	Washington Trust Advisors Inc.	1,218	$1.14M	0.1%	+48.2%	0.000%
8/23/2026	Ameritas Advisory Services LLC	8,095	$7.57M	0.2%	+55.8%	0.002%
8/23/2026	Guardian Wealth Advisors LLC NC	2,247	$2.10M	0.1%	-2.6%	0.001%
8/23/2026	Wedmont Private Capital	6,879	$6.30M	0.2%	+1.2%	0.002%
8/23/2026	Kintra Wealth LLC	4,382	$4.22M	0.2%	+50.7%	0.001%
8/23/2026	Worldly Partners Management LLC	43,268	$40.48M	33.1%	-13.2%	0.010%
8/23/2026	Aspire Capital Advisors LLC	3,827	$3.58M	0.7%	-1.9%	0.001%
8/23/2026	Endeavor Private Wealth Inc.	378	$354K	0.1%	-10.2%	0.000%
8/23/2026	Widmann Financial Services Inc.	577	$540K	0.3%	+61.6%	0.000%
8/23/2026	Sovereign Investment Advisors LLC	383	$358K	0.1%	+35.3%	0.000%
8/23/2026	Yarger Wealth Strategies LLC	511	$468K	0.2%	+4.1%	0.000%
8/23/2026	Echo45 Advisors LLC	615	$575K	0.3%	-9.0%	0.000%
8/23/2026	Figure 8 Investment Strategies LLC	3,082	$2.88M	2.5%	-1.4%	0.001%
8/23/2026	Operose Advisors LLC	206	$193K	0.0%	N/A	0.000%
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8/23/2026	Ameliora Wealth Management Ltd.	721	$674K	0.2%	+18.6%	0.000%
8/23/2026	HB Wealth Management LLC	31,067	$29.06M	0.2%	+1.4%	0.007%
8/23/2026	Nilsine Partners LLC	16,671	$15.60M	1.1%	+1.5%	0.004%
8/23/2026	Nvest Financial LLC	3,814	$3.57M	1.1%	+4.2%	0.001%
8/23/2026	Saudi Central Bank	31,056	$29.05M	0.4%	+89.6%	0.007%
8/23/2026	Asset Allocation Strategies LLC	360	$337K	0.1%	+4.0%	0.000%
8/23/2026	Fortitude Advisory Group L.L.C.	3,763	$3.52M	1.3%	+4.8%	0.001%
8/23/2026	Angeles Wealth Management LLC	11,469	$10.73M	0.4%	+6.3%	0.003%
8/23/2026	Azimuth Capital Investment Management LLC	22,381	$20.94M	0.7%	-2.0%	0.005%
8/23/2026	Unique Wealth LLC	991	$927K	0.1%	+3.1%	0.000%
8/23/2026	Chokshi & Queen Wealth Advisors Inc	11,485	$10.74M	5.0%	+2.2%	0.003%
8/22/2026	Advisory Solutions Group LLC	1,508	$1.41M	0.5%	N/A	0.000%
8/22/2026	Rose Capital Advisors LLC	318	$298K	0.1%	N/A	0.000%
8/22/2026	Compass Financial Management LLC	4,787	$4.50M	0.5%	N/A	0.001%
8/22/2026	NBH Bank	662	$619K	0.3%	N/A	0.000%
8/22/2026	AlphaGrep UK Ltd	214	$200K	0.1%	N/A	0.000%
8/22/2026	William John Sempolinski	350	$327K	0.1%	N/A	0.000%
8/22/2026	MW Advisory LLC	1,617	$1.51M	0.6%	N/A	0.000%
8/22/2026	Tenet Wealth Partners LLC	334	$318K	0.2%	N/A	0.000%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	4,667	$4.37M	1.5%	N/A	0.001%
8/22/2026	Markowski Investments	2,265	$2.12M	0.5%	N/A	0.001%
8/22/2026	Old Mission Investment Co LLC	1,045	$978K	0.2%	N/A	0.000%
8/22/2026	OceanIQ Capital LLC	298	$281K	0.2%	N/A	0.000%
8/22/2026	Highland Investment Advisors LLC	90	$84K	0.0%	N/A	0.000%
8/22/2026	Timbuktu Capital Management LLC	160	$150K	0.2%	N/A	0.000%
8/22/2026	Oakmont Investment Advisors Inc.	505	$473K	0.3%	N/A	0.000%
8/22/2026	Strive Financial Group LLC	530	$496K	0.2%	-73.4%	0.000%
8/22/2026	Invested Advisors	666	$623K	0.6%	+2.3%	0.000%
8/22/2026	Munich Reinsurance Co Stock Corp in Munich	151	$141K	0.0%	N/A	0.000%
8/22/2026	Meadowbrook Wealth Management LLC	285	$264K	0.3%	-82.1%	0.000%
8/22/2026	Blalock Williams LLC	938	$877K	0.6%	-7.2%	0.000%
8/22/2026	Elevation Wealth Management LLC	1,130	$1.06M	0.8%	+4.8%	0.000%
8/22/2026	Plan A Wealth LLC	1,138	$1.07M	0.5%	+8.1%	0.000%
8/22/2026	BAM Wealth Management LLC	990	$926K	0.6%	+241.4%	0.000%
8/22/2026	Jim Saulnier & Associates LLC	342	$320K	0.1%	N/A	0.000%
8/22/2026	Shum Financial Group Inc.	1,715	$1.60M	0.9%	+3.4%	0.000%
8/22/2026	Raiffeisen Bank International AG	42,006	$39.76M	0.5%	+384.7%	0.009%
8/22/2026	Investor s Fiduciary Advisor Network LLC	2,208	$2.07M	0.7%	-6.2%	0.000%
8/22/2026	Legacy Wealth Managment LLC ID	629	$589K	0.3%	+13.3%	0.000%
8/22/2026	LifePlan Investment Advisors Inc.	527	$493K	0.2%	+28.5%	0.000%
8/22/2026	NWF Advisory Services Inc.	21,398	$20.02M	1.9%	+0.6%	0.005%
8/22/2026	Syon Capital LLC	8,840	$8.27M	0.4%	+7.2%	0.002%
8/22/2026	Kampmann Melissa S.	2,076	$1.94M	1.5%	+11.6%	0.000%
8/22/2026	Premier Path Wealth Partners LLC	4,095	$3.83M	0.4%	-8.6%	0.001%
8/22/2026	Barlow Wealth Partners LLC	35,455	$33.79M	3.5%	+1.0%	0.008%
8/22/2026	Lakeshore Financial Planning Inc.	586	$549K	0.2%	+3.5%	0.000%
8/22/2026	Concurrent Investment Advisors LLC	22,766	$21.30M	0.2%	+15.0%	0.005%
8/22/2026	Prosperitas Financial LLC	4,846	$4.53M	1.5%	+10.6%	0.001%
8/22/2026	NEOS Investment Management LLC	330,824	$309.48M	1.2%	+7.5%	0.075%
8/22/2026	Burford Brothers Inc.	452	$423K	0.2%	+10.5%	0.000%
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8/21/2026	Alley Investment Management Company LLC	19,453	$18.20M	2.1%	-8.7%	0.004%
8/21/2026	Mason & Associates Inc	1,014	$949K	0.2%	-12.8%	0.000%
8/21/2026	Integrity Financial Corp WA	837	$783K	0.4%	-14.3%	0.000%
8/21/2026	High Net Worth Advisory Group LLC	2,592	$2.43M	0.5%	+1.2%	0.001%
8/21/2026	KFG Wealth Management LLC	614	$575K	0.1%	-9.2%	0.000%
8/21/2026	iSAM Funds UK Ltd	1,040	$973K	0.7%	+226.0%	0.000%
8/21/2026	Beacon Capital Management LLC	1,764	$1.65M	0.2%	-2.9%	0.000%
8/21/2026	Greenspring Advisors LLC	2,444	$2.29M	0.1%	+2.3%	0.001%
8/21/2026	Paragon Private Wealth Management LLC	1,614	$1.51M	0.4%	+2.6%	0.000%
8/21/2026	Continuum Advisory LLC	6,526	$6.11M	0.5%	-9.3%	0.001%

COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,621 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were California State Teachers Retirement System ($590.38B), Vanguard Group Inc. ($37.62B), BlackRock Inc. ($32.00B), State Street Corp ($15.65B), Geode Capital Management LLC ($8.92B), FMR LLC ($8.67B), and Morgan Stanley ($8.21B).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 4,047 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: California State Teachers Retirement System ($630.42M), Norges Bank ($17.43M), GAMMA Investing LLC ($8.16M), Bank of America Corp DE ($8.02M), International Assets Investment Management LLC ($7.37M), Diamant Asset Management Inc. ($6.72M), and Corient Private Wealth LLC ($5.68M).

Institutional investors have bought a total of 691,796,943 shares in the last 24 months. This purchase volume represents approximately $645.92B in transactions.

Of the 2,259 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), Jennison Associates LLC ($1.09M), Amundi ($1.04M), Vestor Capital LLC ($969.82K), and BlackRock Inc. ($744.21K).

Institutional investors have sold a total of 21,308,041 shares in the last 24 months. This volume of shares sold represents approximately $19.76B in transactions.

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Institutional ownership data for NASDAQ:COST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.

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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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