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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$1,074.01 -20.31 (-1.86%)
Closing price 05/20/2026 04:00 PM Eastern
Extended Trading
$1,074.94 +0.93 (+0.09%)
As of 05/20/2026 07:59 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)
3022
Total
Institutional Inflows
(last 12 months)
$51.29B
Number of
Institutional Sellers
(last 12 months)
2472
Total
Institutional Outflows
(last 12 months)
$21.31B
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Skip Chart & View Institutional Buying and Selling Data

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
5/20/2026SHUTTLEWORTH & Co2,442$2.43M2.2%+0.4%0.001%
5/20/2026Leigh Baldwin & CO. LLC842$839K0.5%+8.2%0.000%
5/20/2026TrueWealth 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%
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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%
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%
Iran's New Leader Just Said Something That Should Terrify Every American (Ad)

Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.tc pixel

Claim your free copy of The Great Gold Reset report today
5/18/2026 Core Wealth Advisors Inc.510$508K0.1%+8.7%0.000%
5/18/2026 Resources Management Corp CT ADV13,424$13.38M1.8%-0.4%0.003%
5/18/2026 ROI Financial Advisors LLC8,697$8.67M5.2%-0.6%0.002%
5/18/2026 Richwood Investment Advisors LLC1,825$1.82M1.4%+2.5%0.000%
5/18/2026 Eley Financial Management Inc5,212$4.97M1.8%+2.4%0.001%
5/18/2026 Elite Wealth Management Inc.756$753K0.2%-34.9%0.000%
5/18/2026 Empowered Funds LLC67,791$67.55M0.4%+71.7%0.015%
5/18/2026 Evelyn Partners Investment Management Europe Ltd1,600$1.59M0.5%-16.8%0.000%
5/18/2026 Evelyn Partners Investment Management LLP11,277$11.24M0.3%+3.2%0.003%
5/18/2026 Evelyn Partners Investment Management Services Ltd813$810K0.1%-18.5%0.000%
5/18/2026 Evercore Wealth Management LLC100,119$99.76M1.6%-1.1%0.023%
5/16/2026 The Manufacturers Life Insurance Company 357,156$355.88M0.3%+14.3%0.081%
5/16/2026 KCM Investment Advisors LLC112,385$111.98M3.7%-2.2%0.025%
5/16/2026 Measured Risk Portfolios Inc.213$212K0.2%N/A0.000%
5/16/2026 Glen Eagle Advisors LLC3,194$3.18M0.4%-6.5%0.001%
5/16/2026 Excelsior Advisor Network LLC1,465$1.46M0.6%-1.7%0.000%
5/16/2026 Quantinno Capital Management LP298,945$297.88M0.5%+27.9%0.067%
5/16/2026 SummitTX Capital L.P.10,395$10.36M0.3%-67.2%0.002%
5/16/2026 Lazard Asset Management LLC180,870$180.22M0.3%+70.5%0.041%
5/16/2026 Jessup Wealth Management Inc10,974$10.94M4.0%+184.3%0.002%
5/16/2026 Family Manage LLC1,217$1.21M0.1%+32.6%0.000%
5/15/2026 Cardiff Park Advisors LLC1,187$1.18M0.1%-16.2%0.000%
5/15/2026 Intelligence Driven Advisers LLC234$233K0.0%N/A0.000%
5/15/2026 Northeast Financial Group Inc.415$414K0.1%-4.8%0.000%
5/15/2026 Gateway Wealth Partners LLC7,468$7.44M0.3%+52.8%0.002%
5/15/2026 Wealth Watch Advisors INC334$333K0.1%+209.3%0.000%
5/15/2026 Blue Chip Partners LLC34,381$34.26M2.5%+5.6%0.008%
5/15/2026 Quadcap Wealth Management LLC1,743$1.74M0.2%+1.9%0.000%
5/15/2026 Cypress Capital Group8,071$8.04M0.9%-0.9%0.002%
5/15/2026 Everest Financial Group LLC1,968$1.96M0.3%+283.6%0.000%
5/15/2026 OMERS ADMINISTRATION Corp35,963$35.84M0.2%+29.9%0.008%
5/15/2026 44 Wealth Management LLC3,424$3.41M1.2%-1.2%0.001%
5/15/2026 FreeGulliver LLC510$508K0.2%+14.3%0.000%
5/15/2026 Van Diest Capital LLC233$232K0.2%-33.8%0.000%
5/15/2026 Lombard Odier Asset Management Switzerland SA22,440$22.36M0.8%+16.6%0.005%
5/15/2026 Vawter Financial Ltd.359$358K0.2%-3.2%0.000%
5/15/2026 Unio Capital LLC51,114$50.93M10.9%-10.3%0.012%
5/15/2026 Aristotle Atlantic Partners LLC29,383$29.28M1.4%+0.5%0.007%
5/15/2026 Waverly Advisors LLC48,900$48.73M0.4%+35.9%0.011%
5/15/2026 Wealth Alliance LLC1,443$1.44M0.1%-3.3%0.000%
5/15/2026 Cumberland Partners Ltd45,532$45.37M3.4%+7.4%0.010%
5/15/2026 Vivaldi Capital Management LP1,944$1.94M0.3%-1.2%0.000%
5/15/2026 Epoch Investment Partners Inc.131,518$131.05M0.8%-14.3%0.030%
5/15/2026 Entropy Technologies LP17,785$17.72M0.8%+12.6%0.004%
5/15/2026 Sustainable Insight Capital Management LLC4,154$4.14M1.4%+30.1%0.001%
5/15/2026 Empirical Finance LLC14,854$14.80M0.7%-0.2%0.003%
5/15/2026 Bridgewater Advisors Inc.1,785$1.84M0.1%+2.6%0.000%
5/15/2026 Boreal Capital Management LLC200$199K0.2%-45.5%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund446,187$444.59M0.7%+80.5%0.101%
5/14/2026 Dai ichi Life Insurance Company Ltd22,830$22.75M0.7%-1.0%0.005%
Iran's New Leader Just Said Something That Should Terrify Every American (Ad)

Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.tc pixel

Claim your free copy of The Great Gold Reset report today
5/14/2026 Renaissance Technologies LLC19,456$19.39M0.0%-97.2%0.004%
5/14/2026 Bollard Group LLC4,016$4.00M0.1%+1.4%0.001%
5/14/2026 Gabelli Funds LLC64,937$64.71M0.4%-10.6%0.015%
5/14/2026 Gamco Investors INC. ET AL6,901$6.88M0.1%+5.8%0.002%
5/14/2026 Hilltop Holdings Inc.4,134$4.12M0.4%-41.6%0.001%
5/14/2026 Morningstar Investment Management LLC1,754$1.75M0.1%+56.9%0.000%
5/14/2026 GC Wealth Management RIA LLC12,063$12.02M0.5%+1.2%0.003%
5/14/2026 Public Employees Retirement System of Ohio196,388$195.69M0.6%-3.0%0.044%
5/14/2026 Compound Planning Inc.11,763$11.72M0.4%+20.9%0.003%
5/14/2026 Klingman & Associates LLC3,418$3.41M0.2%+3.0%0.001%


COST Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,570 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 4,007 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 55,224,647 shares in the last 24 months. This purchase volume represents approximately $51.29B in transactions.

Of the 2,470 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), Bank of New York Mellon Corp ($950.15K), and Corient Private Wealth LLC ($758.79K).

Institutional investors have sold a total of 22,764,608 shares in the last 24 months. This volume of shares sold represents approximately $21.31B in transactions.



This page (NASDAQ:COST) was last updated on 5/21/2026 by MarketBeat.com Staff.
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