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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$958.54 -11.14 (-1.15%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$958.80 +0.26 (+0.03%)
As of 08/22/2025 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 Polygon.io. Learn more.
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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)
2961
Total
Institutional Inflows
(last 12 months)
$56.89B
Number of
Institutional Sellers
(last 12 months)
2428
Total
Institutional Outflows
(last 12 months)
$24.22B
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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
8/22/2025 Carter Financial Group INC.211$208K0.1%N/A0.000%
8/22/2025 Cim Investment Management Inc.5,359$5.11M1.0%+99.7%0.001%
8/21/2025 Pathway Financial Advisers LLC277$274K0.1%+5.7%0.000%
8/21/2025 Clarion Wealth Managment Partners LLC1,395$1.38M1.5%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.1,384$1.37M0.7%-0.9%0.000%
8/20/2025 Kentucky Retirement Systems28,418$28.13M0.8%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund12,061$11.94M0.8%-6.5%0.003%
8/20/2025 Coppell Advisory Solutions LLC3,486$3.43M0.4%-46.0%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.10,110$10.01M0.5%N/A0.002%
8/19/2025 Newbridge Financial Services Group Inc.6,689$6.62M1.1%+52.8%0.002%
8/19/2025 Advisory Services Network LLC26,589$24.99M0.4%+3.1%0.006%
8/19/2025 Cim LLC24,130$23.89M3.2%-2.0%0.005%
8/19/2025 Anchor Investment Management LLC8,152$8.07M0.7%-1.5%0.002%
8/19/2025 State of Wyoming554$548K0.1%N/A0.000%
8/19/2025 Asset Dedication LLC6,047$5.99M0.4%+0.2%0.001%
8/19/2025 Liontrust Investment Partners LLP19,933$19.73M0.3%-29.1%0.004%
8/19/2025 Hohimer Wealth Management LLC6,646$6.58M1.2%+0.3%0.001%
8/19/2025 Pitcairn Co.8,052$7.97M0.5%-18.2%0.002%
8/18/2025 Old North State Trust LLC2,762$2.73M1.9%+9.5%0.001%
8/18/2025 Tyler Stone Wealth Management1,249$1.24M0.2%+2.8%0.000%
8/18/2025 Tactive Advisors LLC951$942K0.3%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC390$386K0.0%-24.7%0.000%
8/18/2025 Geneos Wealth Management Inc.12,144$12.02M0.3%+13.9%0.003%
8/18/2025 Hollencrest Capital Management68,535$67.85M2.9%-0.2%0.015%
8/18/2025 Westwood Holdings Group Inc.9,052$8.96M0.1%-10.9%0.002%
8/18/2025 SPG Advisors LLC602$596K7.1%N/A0.000%
8/18/2025 Kestra Investment Management LLC1,434$1.42M0.0%-1.4%0.000%
8/18/2025 Semper Augustus Investments Group LLC3,768$3.73M0.5%-11.2%0.001%
8/18/2025 CYBER HORNET ETFs LLC1,165$1.15M0.8%-1.0%0.000%
8/18/2025 Rexford Capital Inc.422$418K0.3%N/A0.000%
8/18/2025 Front Row Advisors LLC6,026$5.97M2.1%-3.9%0.001%
8/18/2025 Goodman Advisory Group LLC419$415K0.1%-49.6%0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC4,731$4.68M0.6%-21.4%0.001%
8/16/2025 Public Sector Pension Investment Board33,611$33.27M0.1%-71.9%0.008%
8/16/2025 Winslow Asset Management Inc.558$552K0.1%-16.8%0.000%
8/16/2025 Evergreen Capital Management LLC18,373$18.19M0.5%+1.6%0.004%
8/16/2025 Headlands Technologies LLC229$227K0.0%-96.0%0.000%
8/15/2025 Strategic Investment Advisors MI1,135$1.12M0.1%-12.2%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co387,031$383.47M0.6%+0.4%0.087%
8/15/2025 Nikulski Financial Inc.12,532$12.41M3.4%+2.3%0.003%
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8/15/2025 Tower Research Capital LLC TRC 16,382$16.22M0.4%+117.0%0.004%
8/15/2025 Ion Asset Management Ltd.295$292K0.0%-26.3%0.000%
8/15/2025 Front Street Capital Management Inc.25,944$25.68M4.9%-2.9%0.006%
8/15/2025 MUFG Securities EMEA plc2,310$2.29M0.1%-76.9%0.001%
8/15/2025 Howland Capital Management LLC9,748$9.65M0.4%-1.6%0.002%
8/15/2025 Synergy Financial Group LTD1,084$1.07M0.8%-2.9%0.000%
8/15/2025 Security National Bank of SO Dak516$511K0.3%-5.5%0.000%
8/15/2025 Asset Allocation Strategies LLC285$282K0.1%+13.5%0.000%
8/15/2025 U S Wealth Group LLC.2,586$2.56M2.0%-6.0%0.001%
8/15/2025 Resources Management Corp CT ADV12,071$11.95M1.6%-0.6%0.003%
8/15/2025 Fairfield Bush & CO.344$341K0.2%+22.0%0.000%
8/15/2025 Brown Financial Advisors1,301$1.29M0.5%-7.8%0.000%
8/15/2025 Rakuten Securities Inc.282$279K0.1%+6.8%0.000%
8/15/2025 Corient Private Wealth LLC848,420$836.56M1.1%-30.9%0.191%
8/15/2025 Equitable Holdings Inc.35,392$35.04M0.3%+11.9%0.008%
8/15/2025 Morse Asset Management Inc6,374$6.31M1.4%-4.5%0.001%
8/15/2025 Florida Financial Advisors LLC2,224$2.20M0.7%+4.3%0.001%
8/15/2025 Auxier Asset Management7,925$7.85M1.2%-0.8%0.002%
8/15/2025 State of Tennessee Department of Treasury150,461$148.95M0.5%-1.3%0.034%
8/15/2025 Chapman Financial Group LLC1,325$1.31M1.1%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.472$468K0.2%+34.1%0.000%
8/15/2025 E Fund Management Co. Ltd.15,005$14.85M0.7%-12.4%0.003%
8/15/2025 Stonebridge Capital Advisors LLC287$284K0.0%-52.7%0.000%
8/15/2025 Captrust Financial Advisors177,051$175.27M0.4%+2.0%0.040%
8/15/2025 Blue Chip Partners LLC32,345$32.02M2.6%-1.7%0.007%
8/15/2025 Keel Point LLC2,763$2.74M0.2%+5.7%0.001%
8/15/2025 AlpenGlobal Capital LLC7,473$7.40M4.4%+1.0%0.002%
8/15/2025 Zuckerman Investment Group LLC224$221K0.0%N/A0.000%
8/15/2025 Manhattan West Asset Management LLC5,591$5.54M1.3%+2.9%0.001%
8/15/2025 WFA of San Diego LLC2,151$2.13M1.6%N/A0.000%
8/15/2025 Vident Advisory LLC30,533$30.23M0.3%-29.0%0.007%
8/15/2025 Visionary Wealth Advisors2,646$2.62M0.1%+2.8%0.001%
8/15/2025 Voleon Capital Management LP8,549$8.46M0.5%N/A0.002%
8/15/2025 Voya Financial Advisors Inc.649$639K0.1%-13.1%0.000%
8/15/2025 Two Sigma Securities LLC1,733$1.72M0.2%-14.0%0.000%
8/15/2025 Tandem Wealth Advisors LLC943$934K0.5%+23.6%0.000%
8/15/2025 Scott Marsh Financial LLC808$799K0.3%N/A0.000%
8/15/2025 Tidal Investments LLC83,241$82.40M0.5%+12.0%0.019%
8/15/2025 Seneschal Advisors LLC3,142$3.11M2.5%+0.4%0.001%
8/15/2025 Smartleaf Asset Management LLC6,005$5.92M0.5%-4.1%0.001%
8/15/2025 Snowden Capital Advisors LLC29,763$29.47M0.9%-0.2%0.007%
8/15/2025 Royal London Asset Management Ltd.233,989$231.64M0.5%-3.4%0.053%
8/15/2025 Rafferty Asset Management LLC49,974$49.47M0.2%+11.3%0.011%
8/15/2025 Redwood Financial Network Corp210$208K0.1%N/A0.000%
8/15/2025 Redwood Investment Management LLC1,827$1.81M0.2%-18.0%0.000%
8/15/2025 OV Management LLC1,010$1M0.8%-60.2%0.000%
8/15/2025 Oxford Asset Management LLP241$239K0.1%-24.9%0.000%
8/15/2025 Oxford Financial Group LTD. LLC3,827$3.79M0.2%-1.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC31,889$31.57M0.2%+7.9%0.007%
8/15/2025 Palisade Capital Management LP10,682$10.57M0.3%-4.1%0.002%
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8/15/2025 MML Investors Services LLC117,722$116.54M0.3%+5.8%0.027%
8/15/2025 McIlrath & Eck LLC6,228$6.17M0.7%+130.8%0.001%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.5,151$5.10M0.3%-50.7%0.001%
8/15/2025 Mendel Capital Management LLC806$798K0.5%N/A0.000%
8/15/2025 Mission Creek Capital Partners Inc.6,108$6.05M1.2%-16.3%0.001%
8/15/2025 Modern Wealth Management LLC8,447$8.36M0.2%+6.8%0.002%
8/15/2025 Lazard Asset Management LLC97,327$96.35M0.1%+87.1%0.022%
8/15/2025 LM Advisors LLC4,752$4.70M0.6%-1.4%0.001%
8/15/2025 Helium Advisors LLC1,066$1.06M0.7%-8.4%0.000%
8/15/2025 Houlihan Financial Resource Group Ltd.1,046$1.03M0.4%-16.1%0.000%
(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, 4,222 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 3,674 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 60,645,469 shares in the last 24 months. This purchase volume represents approximately $56.89B in transactions.

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

Of the 2,428 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), 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), State Street Corp ($586.02K), and Assenagon Asset Management S.A. ($527.40K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 26,050,141 shares in the last 24 months. This volume of shares sold represents approximately $24.22B in transactions.


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This page (NASDAQ:COST) was last updated on 8/23/2025 by MarketBeat.com Staff
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