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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$944.68 +7.18 (+0.77%)
Closing price 04:00 PM Eastern
Extended Trading
$946.00 +1.32 (+0.14%)
As of 05:13 PM 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)
2980
Total
Institutional Inflows
(last 12 months)
$50.29B
Number of
Institutional Sellers
(last 12 months)
2456
Total
Institutional Outflows
(last 12 months)
$25.54B
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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
10/22/2025Cerity Partners LLC403,482$373.48M0.6%+2.5%0.091%
10/22/2025First Merchants Corp16,779$15.53M0.6%-0.7%0.004%
10/22/2025Galvin Gaustad & Stein LLC6,715$6.22M0.5%-2.0%0.002%
10/22/2025Louisiana State Employees Retirement System55,600$51.47M0.9%-0.4%0.013%
10/22/2025Cardinal Strategic Wealth Guidance955$884K0.2%-13.6%0.000%
10/22/2025McIlrath & Eck LLC6,437$5.96M0.6%+3.4%0.001%
10/22/2025Gunderson Capital Management Inc.448$415K0.2%+13.1%0.000%
10/22/2025Mccarter Private Wealth Services LLC5,370$4.97M2.5%-0.8%0.001%
10/22/2025CoreCap Advisors LLC7,156$6.62M0.2%+12.1%0.002%
10/22/2025Grandview Asset Management LLC2,827$2.62M0.7%-2.0%0.001%
10/22/2025Cordatus Wealth Management LLC4,211$3.90M0.9%+0.3%0.001%
10/22/2025North Star Investment Management Corp.10,902$10.09M0.6%-0.2%0.002%
10/22/2025BCS Wealth Management583$540K0.1%-53.2%0.000%
10/22/2025Abundance Wealth Counselors1,693$1.57M0.3%-8.4%0.000%
10/22/2025OneAscent Financial Services LLC787$729K0.1%-81.3%0.000%
10/22/2025Cottonwood Capital Advisors LLC270$250K0.2%-39.3%0.000%
10/22/2025Kathmere Capital Management LLC4,384$4.06M0.3%-6.1%0.001%
10/22/2025RFG Bristol Wealth Advisors LLC562$520K0.2%-17.4%0.000%
10/22/2025Spirepoint Private Client LLC8,495$7.86M0.8%-6.3%0.002%
10/22/2025Garrison Point Advisors LLC3,939$3.65M1.5%-1.4%0.001%
10/22/2025Gladstone Institutional Advisory LLC10,467$9.69M0.4%-8.8%0.002%
10/22/2025Greenleaf Trust12,541$11.61M0.1%-21.5%0.003%
10/22/2025Geneos Wealth Management Inc.9,770$9.04M0.2%-19.5%0.002%
10/22/2025Paradigm Strategies in Wealth Management LLC615$570K0.4%-3.9%0.000%
10/22/2025Cigna Investments Inc. New4,335$4.01M0.6%-0.7%0.001%
10/22/2025Hennion & Walsh Asset Management Inc.7,895$7.31M0.3%+23.5%0.002%
10/22/2025Blue Bell Private Wealth Management LLC363$336K0.1%-3.2%0.000%
10/22/2025Community Trust & Investment Co.16,277$15.07M0.8%+0.8%0.004%
10/22/2025Forza Wealth Management LLC2,629$2.43M0.9%-8.4%0.001%
10/22/2025Gries Financial LLC1,809$1.68M0.3%-1.4%0.000%
10/22/2025Madrona Financial Services LLC5,749$5.32M1.2%-0.3%0.001%
10/22/2025Red Tortoise LLC81$75K0.0%N/A0.000%
10/22/2025Advisory Resource Group1,783$1.65M0.3%+8.6%0.000%
10/22/2025Capital Management Associates Inc386$358K0.1%-14.6%0.000%
10/22/2025Northstar Group Inc.21,513$19.91M2.9%-1.1%0.005%
10/22/2025Almanack Investment Partners LLC.999$925K0.1%N/A0.000%
10/22/2025Bender Robert & Associates1,404$1.30M0.3%-2.8%0.000%
10/22/2025Chicago Capital LLC62,618$57.96M1.4%-1.9%0.014%
10/22/2025Worth Financial Advisory Group LLC541$500K0.3%-4.6%0.000%
10/22/2025Robeco Institutional Asset Management B.V.378,354$350.22M0.5%-13.4%0.085%
10/22/2025Sitrin Capital Management LLC6,933$6.42M3.1%-1.0%0.002%
10/22/2025Keystone Wealth Services LLC8,757$8.11M1.8%+0.9%0.002%
10/22/2025Financial Perspectives Inc1,157$1.07M0.3%+3.3%0.000%
10/22/2025Granite Harbor Advisors Inc.614$568K0.2%+7.0%0.000%
10/22/2025Biltmore Wealth Management LLC1,094$1.01M0.4%+1.5%0.000%
10/22/2025KG&L Capital Management LLC592$548K0.1%-34.2%0.000%
10/22/2025Capital Advantage Inc.1,025$949K0.1%-7.6%0.000%
10/22/2025D.A. Davidson & CO.190,692$176.51M1.1%+2.7%0.043%
10/22/2025Bigelow Investment Advisors LLC793$734K0.3%+18.5%0.000%
10/22/2025Greystone Financial Group LLC887$821K0.1%+26.4%0.000%
10/22/2025CWA Asset Management Group LLC35,840$33.17M1.2%+1.0%0.008%
10/22/2025OLD Second National Bank of Aurora2,634$2.44M0.5%-1.2%0.001%
10/22/2025Greenspring Advisors LLC776$718K0.1%N/A0.000%
10/22/2025Nabity Jensen Investment Management Inc1,316$1.22M0.8%-1.9%0.000%
10/22/2025Kercheville Advisors LLC12,530$11.60M3.5%-0.3%0.003%
10/22/2025LS Investment Advisors LLC8,054$7.46M1.1%-11.9%0.002%
10/22/2025City Holding Co.8,652$8.01M1.0%+1.8%0.002%
10/22/2025Harvey Investment Co. LLC32,292$29.89M3.2%-0.1%0.007%
10/22/2025Kiley Juergens Wealth Management LLC33,358$30.88M6.8%-0.8%0.008%
10/22/2025Blue Sky Capital Consultants Group Inc.8,774$8.12M3.5%+1.9%0.002%
10/22/2025Motco15,509$14.36M1.3%+2.3%0.003%
10/22/2025River Street Advisors LLC1,427$1.32M0.5%+2.6%0.000%
10/22/2025Family Investment Center Inc.490$454K0.1%+31.4%0.000%
10/22/2025Summit Financial Strategies Inc.395$366K0.0%+10.3%0.000%
10/22/2025TriaGen Wealth Management LLC4,639$4.29M1.1%-0.5%0.001%
10/22/2025Investment Research & Advisory Group Inc.4,821$4.47M1.5%+3.5%0.001%
10/22/2025Mechanics Bank Trust Department16,284$15.07M2.1%-4.2%0.004%
10/22/2025Daymark Wealth Partners LLC26,876$24.88M0.8%+3.6%0.006%
10/22/2025Crown Wealth Group LLC1,230$1.14M0.3%+1.1%0.000%
10/22/2025Centennial Wealth Advisory LLC1,123$1.04M0.3%+16.6%0.000%
10/22/2025Letson Investment Management Inc.2,429$2.25M0.8%+3.6%0.001%
10/22/2025Commonwealth Equity Services LLC377,451$349.38M0.5%-9.0%0.085%
10/22/2025Stanley Laman Group Ltd.4,649$4.30M0.6%-0.8%0.001%
10/22/2025Five Oceans Advisors1,391$1.29M0.5%-2.1%0.000%
10/22/2025Benchmark Financial Wealth Advisors LLC928$859K0.3%-1.2%0.000%
10/22/2025Endeavor Private Wealth Inc.474$439K0.1%+36.6%0.000%
10/22/2025Earned Wealth Advisors LLC2,799$2.59M0.4%-12.7%0.001%
10/22/2025Asset Management One Co. Ltd.224,071$207.41M0.6%+1.2%0.051%
10/22/2025WT Wealth Management2,704$2.50M0.7%-0.6%0.001%
10/22/2025Trust Co. of Oklahoma8,465$7.84M2.3%+0.1%0.002%
10/22/2025Alpine Bank Wealth Management1,008$933K0.1%+5.9%0.000%
10/22/2025Abacus Planning Group Inc.2,231$2.07M0.3%-1.7%0.001%
10/21/2025Gateway Investment Advisers LLC89,649$82.98M0.8%-6.1%0.020%
10/21/2025Arrow Financial Corp3,679$3.41M0.3%+1.6%0.001%
10/21/2025Fifth Third Wealth Advisors LLC10,785$9.98M0.4%+5.5%0.002%
10/21/2025Elm3 Financial Group LLC787$728K0.6%-1.4%0.000%
10/21/2025McGuire Investment Group LLC19,805$18.33M2.1%-0.7%0.004%
10/21/2025Penobscot Investment Management Company Inc.22,956$21.25M1.6%+4.1%0.005%
10/21/2025Fountainhead AM LLC359$332K0.0%N/A0.000%
10/21/2025Radnor Capital Management LLC1,372$1.27M0.2%-8.0%0.000%
10/21/2025Wealth Management Partners LLC3,034$2.81M0.9%-2.4%0.001%
10/21/2025Western Financial Corp CA541$501K0.2%-82.0%0.000%
10/21/2025SC&H Financial Advisors Inc.2,656$2.46M0.4%-1.2%0.001%
10/21/2025Moss Adams Wealth Advisors LLC4,152$3.84M0.3%-10.1%0.001%
10/21/2025Clay Northam Wealth Management LLC507$469K0.3%-2.3%0.000%
10/21/2025Saxony Capital Management LLC567$525K0.3%-2.1%0.000%
10/21/2025Ascent Wealth Partners LLC3,487$3.23M0.4%+1.2%0.001%
10/21/2025Community Financial Services Group LLC11,543$10.69M2.0%-1.2%0.003%
10/21/2025Christensen King & Associates Investment Services Inc.502$464K0.2%+4.4%0.000%
10/21/2025Global Retirement Partners LLC15,895$14.71M0.3%+1.8%0.004%
(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, 4,244 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($42.92B), State Street Corp ($18.14B), Geode Capital Management LLC ($10.12B), FMR LLC ($8.67B), Norges Bank ($5.69B), Morgan Stanley ($4.93B), and Northern Trust Corp ($4.83B).Learn more on Costco Wholesale's institutional investors.

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

68.48% of Costco Wholesale's stock is owned by institutional investors. Learn more on COST's institutional investor holdings.

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

Of the 3,687 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 ($16.90M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Nuveen LLC ($3.66M), Vanguard Group Inc. ($2.67M), Kingstone Capital Partners Texas LLC ($2.36M), and Proficio Capital Partners LLC ($1.52M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 53,165,738 shares in the last 24 months. This purchase volume represents approximately $50.28B in transactions.

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

Of the 2,446 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: International Assets Investment Management LLC ($7.36M), Assenagon Asset Management S.A. ($1.29M), Alliancebernstein L.P. ($1.10M), Bank of New York Mellon Corp ($1.04M), Legal & General Group Plc ($872.94K), Wellington Management Group LLP ($870.36K), and Corient Private Wealth LLC ($766.07K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 27,431,938 shares in the last 24 months. This volume of shares sold represents approximately $25.53B in transactions.


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This page (NASDAQ:COST) was last updated on 10/22/2025 by MarketBeat.com Staff
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