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Costco Wholesale (COST) Institutional Ownership

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$930.26 +4.22 (+0.46%)
Closing price 04:00 PM Eastern
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$932.00 +1.74 (+0.19%)
As of 04:32 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)
2621
Total
Institutional Inflows
(last 12 months)
$32.92B
Number of
Institutional Sellers
(last 12 months)
1977
Total
Institutional Outflows
(last 12 months)
$20.57B
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COST Institutional Buying and Selling by Quarter

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Costco Wholesale Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fire Capital Management LLC1,335$1.22M0.9%N/A0.000%
3/24/2025Fulcrum Equity Management472$433K0.4%-25.4%0.000%
3/24/2025Mascagni Wealth Management Inc.64$59K0.1%N/A0.000%
3/21/2025Nestegg Advisors Inc.970$936K0.9%N/A0.000%
3/19/2025M1 Capital Management LLC525$481K0.3%N/A0.000%
3/19/2025DSG Capital Advisors LLC9,044$8.29M1.5%N/A0.002%
3/19/2025Chancellor Financial Group WB LP1,572$1.44M1.2%N/A0.000%
3/18/2025Objective Capital Management LLC282$258K0.2%-18.7%0.000%
3/18/2025Triton Wealth Management PLLC3,461$3.11M1.6%-0.9%0.001%
3/18/2025111 Capital5,360$4.91M1.0%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC137,322$125.83M0.2%+11.7%0.031%
3/17/2025 NorthCrest Asset Manangement LLC43,312$39.69M1.2%+1.2%0.010%
3/17/2025Members Wealth LLC196$180K0.1%N/A0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 128,556$117.79M1.4%N/A0.029%
3/13/2025PKO Investment Management Joint Stock Co4,000$3.67M0.5%N/A0.001%
3/12/2025 Northstar Financial Companies Inc.1,932$1.77M1.7%N/A0.000%
3/12/2025 Centaurus Financial Inc.5,514$5.05M0.3%+4.2%0.001%
3/12/2025 Wealthedge Investment Advisors LLC495$453K0.2%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC239$220K0.3%N/A0.000%
3/10/2025 Old North State Trust LLC2,522$2.31M1.5%+9.7%0.001%
3/10/2025 Capstone Triton Financial Group LLC4,111$3.77M2.4%-1.7%0.001%
3/10/2025 Mattson Financial Services LLC2,276$2.02M0.6%-13.5%0.001%
3/6/2025 Copia Wealth Management412$378K0.4%N/A0.000%
3/6/2025 Elite Financial Inc.564$516K0.3%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,434$1.31M0.4%N/A0.000%
3/6/2025 TFR Capital LLC.5,119$4.69M2.3%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC3,900$3.57M0.9%+5.3%0.001%
3/5/2025 Financial Insights Inc.2,346$2.15M0.8%-17.3%0.001%
3/4/2025 Dogwood Wealth Management LLC2,134$1.96M1.0%+11.8%0.000%
3/4/2025 Smith Shellnut Wilson LLC ADV1,271$1.17M0.5%+3.3%0.000%
3/4/2025 Siemens Fonds Invest GmbH5,674$5.20M0.2%-66.7%0.001%
3/3/2025 GHE LLC6,640$6.08M2.4%+2.5%0.001%
3/3/2025 Cim LLC22,448$20.57M2.9%+0.8%0.005%
2/28/2025 Park Square Financial Group LLC1,460$1.34M0.9%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH305,637$280.05M0.6%N/A0.069%
2/28/2025 Brooklyn FI LLC618$555K0.1%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.334$306K0.2%+29.0%0.000%
2/27/2025 Skyline Advisors Inc.1,550$1.42M0.6%-2.8%0.000%
2/27/2025 Brucke Financial Inc.455$446K0.4%N/A0.000%
2/27/2025 REAP Financial Group LLC481$441K0.1%-4.4%0.000%
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2/27/2025Jefferies Financial Group Inc.7,871$7.21M0.0%+35.6%0.002%
2/27/2025 ABLE Financial Group LLC4,144$3.80M1.1%+4.0%0.001%
2/27/2025 Chelsea Counsel Co.8,727$8.00M4.1%-2.0%0.002%
2/27/2025 Bernard Wealth Management Corp.1,596$1.46M0.7%N/A0.000%
2/27/2025 XY Planning Network Inc.368$338K0.3%N/A0.000%
2/27/2025 HWG Holdings LP6,757$6.19M2.0%+5.1%0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,038$1.87M0.3%-8.9%0.000%
2/27/2025 Carolinas Wealth Consulting LLC966$885K0.2%-2.0%0.000%
2/26/2025 Bristol John W & Co. Inc. NY147,531$135.18M2.2%-2.1%0.033%
2/26/2025 LifeWealth Investments LLC455$417K0.3%N/A0.000%
2/26/2025 Capital A Wealth Management LLC63$58K0.1%N/A0.000%
2/26/2025 LM Advisors LLC4,837$4.43M0.7%+183.2%0.001%
2/26/2025 Lakeshore Capital Group Inc.3,025$2.77M4.2%N/A0.001%
2/26/2025 Virtue Capital Management LLC1,013$928K0.2%+9.0%0.000%
2/26/2025 Sculati Wealth Management LLC3,606$3.30M1.3%-0.6%0.001%
2/25/2025 Heck Capital Advisors LLC257$236K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC1,072$982K0.5%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.21,091$19.33M0.6%-11.1%0.005%
2/25/2025 Armis Advisers LLC961$881K0.1%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC674$618K0.0%N/A0.000%
2/25/2025 Integrated Advisors Network LLC16,418$15.04M0.7%+2.1%0.004%
2/25/2025 Chokshi & Queen Wealth Advisors Inc11,062$10.14M6.3%N/A0.002%
2/25/2025 Garde Capital Inc.4,082$3.74M0.2%+3.2%0.001%
2/24/2025 Pullen Investment Management LLC1,934$1.77M1.2%-2.1%0.000%
2/24/2025 Hall Capital Management Co. Inc.5,832$5.34M2.5%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.16,592$15.20M0.3%+0.4%0.004%
2/24/2025 Cypress Asset Management Inc. TX11,541$10.77M2.7%N/A0.003%
2/24/2025 Ameriflex Group Inc.2,805$2.75M1.3%N/A0.001%
2/24/2025 United Advisor Group LLC2,287$2.10M0.4%+7.8%0.001%
2/24/2025 Sunbeam Capital Management LLC1,068$979K0.9%N/A0.000%
2/24/2025 Challenger Wealth Management2,542$2.33M2.0%N/A0.001%
2/22/2025 American Trust7,352$6.74M0.5%-5.8%0.002%
2/21/2025 Ascent Group LLC10,926$10.01M0.8%+2.3%0.002%
2/21/2025 Gould Capital LLC255$234K0.2%-19.6%0.000%
2/21/2025 Aberdeen Wealth Management LLC716$656K0.4%-16.7%0.000%
2/21/2025 Putney Financial Group LLC3,483$3.19M2.2%N/A0.001%
2/21/2025 Perennial Advisors LLC13,714$12.57M2.7%N/A0.003%
2/21/2025 Vermillion Wealth Management Inc.497$456K0.2%N/A0.000%
2/20/2025 Mackenzie Financial Corp172,259$157.84M0.2%-4.2%0.039%
2/20/2025 Forum Financial Management LP4,916$4.50M0.1%+21.5%0.001%
2/20/2025 Baer Investment Advisory LLC1,371$1.26M2.6%N/A0.000%
2/20/2025 Griffith & Werner Inc.2,155$1.98M1.3%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC350$320K0.1%+6.4%0.000%
2/20/2025 Kingstone Capital Partners Texas LLC562$515K0.4%N/A0.000%
2/20/2025 Ball & Co Wealth Management Inc.297$272K0.2%N/A0.000%
2/19/2025 ARQ Wealth Advisors LLC719$659K0.3%N/A0.000%
2/19/2025 Auxier Asset Management7,503$6.87M1.1%-0.4%0.002%
2/19/2025 Blue Sky Capital Consultants Group Inc.6,445$5.91M3.5%N/A0.001%
2/19/2025 Warm Springs Advisors Inc.4,192$3.84M3.6%N/A0.001%
2/19/2025 Richmond Investment Services LLC352$322K0.2%N/A0.000%
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2/19/2025 North Star Asset Management Inc.20,691$18.96M0.8%-1.7%0.005%
2/19/2025 Invst LLC3,526$3.23M0.4%-0.6%0.001%
2/19/2025 Cache Advisors LLC423$388K0.1%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.96,361$88.29M1.9%N/A0.022%
2/19/2025 Wilson & Boucher Capital Management LLC1,310$1.20M0.9%-6.1%0.000%
2/19/2025 Pinney & Scofield Inc.364$334K0.3%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC5,834$5.35M0.8%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio329,277$301.71M1.0%+38.5%0.074%
2/18/2025 Pacific Point Advisors LLC2,243$2.06M1.3%N/A0.001%
2/18/2025 Wick Capital Partners LLC714$654K0.2%-18.7%0.000%
(Data available from 1/1/2016 forward)

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COST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COST shares?

During the previous two years, 4,018 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($38.67B), BlackRock Inc. ($16.45B), State Street Corp ($15.99B), Geode Capital Management LLC ($8.90B), FMR LLC ($8.67B), Norges Bank ($5.18B), and Morgan Stanley ($4.93B).Learn more on COST's institutional investors.

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

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

Which institutional investors have been buying Costco Wholesale stock?

Of the 3,512 institutional investors that purchased Costco Wholesale stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($11.15M), International Assets Investment Management LLC ($10.47M), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Osaic Holdings Inc. ($2.27M), Proficio Capital Partners LLC ($1.52M), Vanguard Group Inc. ($1.51M), and Wulff Hansen & CO. ($1.47M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 72,216,449 shares in the last 24 months. This purchase volume represents approximately $53.40B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,632 institutional investors that sold Costco Wholesale stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($48.76M), International Assets Investment Management LLC ($7.36M), Jennison Associates LLC ($1.22M), Whalerock Point Partners LLC ($1.18M), Wellington Management Group LLP ($1.09M), Legal & General Group Plc ($982.12K), and Bank of New York Mellon Corp ($939.77K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 87,855,304 shares in the last 24 months. This volume of shares sold represents approximately $55.59B in transactions.


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This page (NASDAQ:COST) was last updated on 3/25/2025 by MarketBeat.com Staff
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