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Costco Wholesale (COST) Institutional Ownership

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$936.11 -0.22 (-0.02%)
Closing price 10/20/2025 04:00 PM Eastern
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$936.68 +0.56 (+0.06%)
As of 08:03 AM 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)
2965
Total
Institutional Inflows
(last 12 months)
$56.78B
Number of
Institutional Sellers
(last 12 months)
2430
Total
Institutional Outflows
(last 12 months)
$25.43B
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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
10/20/2025Mattern Wealth Management LLC5,926$5.49M1.1%-2.6%0.001%
10/20/2025XML Financial LLC4,397$4.07M0.3%-2.7%0.001%
10/20/2025Pinnacle Wealth Management Advisory Group LLC5,823$5.39M0.4%+6.6%0.001%
10/20/2025Northwest Capital Management Inc415$384K0.4%-27.8%0.000%
10/20/2025Delta Investment Management LLC656$608K0.1%+5.6%0.000%
10/20/2025HighMark Wealth Management LLC487$460K0.2%-2.8%0.000%
10/20/2025Davidson Trust Co.5,287$4.89M2.0%-1.0%0.001%
10/20/2025Quest 10 Wealth Builders Inc.198$183K0.2%-10.8%0.000%
10/20/2025Motive Wealth Advisors508$470K0.2%-3.2%0.000%
10/20/2025GPM Growth Investors Inc.11,327$10.49M4.0%-0.9%0.003%
10/20/2025Shira Ridge Wealth Management1,658$1.54M0.7%+0.7%0.000%
10/20/2025Burns J W & Co. Inc. NY14,205$13.15M1.5%-0.1%0.003%
10/20/2025Accurate Wealth Management LLC2,289$2.17M0.3%+83.1%0.001%
10/20/2025Miracle Mile Advisors LLC20,186$18.69M0.3%+2.0%0.005%
10/20/2025Chemistry Wealth Management LLC2,915$2.70M0.5%+3.4%0.001%
10/20/2025DHJJ Financial Advisors Ltd.116$107K0.0%-9.4%0.000%
10/20/2025Nicholas Wealth LLC.2,180$2.02M0.8%+11.0%0.000%
10/20/2025Masso Torrence Wealth Management Inc.625$579K0.2%+5.0%0.000%
10/20/2025Allspring Global Investments Holdings LLC83,080$76.21M0.1%+2.3%0.019%
10/20/2025JB Capital LLC842$779K0.0%+3.8%0.000%
10/20/2025Mainstream Capital Management LLC2,384$2.21M1.5%+4.6%0.001%
10/20/2025Stonebridge Financial Group LLC406$376K0.0%N/A0.000%
10/20/2025Fortress Financial Solutions LLC1,106$1.02M1.1%+3.7%0.000%
10/20/2025Shum Financial Group Inc.1,626$1.51M1.1%N/A0.000%
10/20/2025Merit Financial Group LLC32,724$30.29M0.3%+1.6%0.007%
10/20/2025Ayrshire Capital Management LLC7,549$6.99M3.2%-12.2%0.002%
10/20/2025CenterStar Asset Management LLC791$732K0.2%N/A0.000%
10/20/20253Chopt Investment Partners LLC1,416$1.31M0.3%-3.3%0.000%
10/20/2025Security National Bank6,875$6.36M1.0%+7.1%0.002%
10/20/2025Moody Lynn & Lieberson LLC1,454$1.35M0.1%-62.3%0.000%
10/20/2025Consilium Wealth Advisory LLC1,556$1.44M0.6%-1.0%0.000%
10/20/2025Marietta Wealth Management LLC14,967$13.85M1.7%+5.1%0.003%
10/20/2025Swisher Financial Concepts Inc.730$676K0.4%+36.4%0.000%
10/20/2025Calamos Wealth Management LLC8,226$7.61M0.3%+25.4%0.002%
10/20/2025Single Point Partners LLC311$288K0.1%+6.5%0.000%
10/20/2025Armstrong Fleming & Moore Inc3,860$3.57M1.7%-2.4%0.001%
10/20/2025Access Financial Services Inc.1,677$1.55M0.6%N/A0.000%
10/20/2025Aljian Capital Management LLC55,787$51.64M10.4%+0.4%0.013%
10/20/2025VIRGINIA RETIREMENT SYSTEMS ET Al32,807$30.37M0.2%-29.9%0.007%
10/20/2025Oak Asset Management LLC4,086$3.78M1.3%+1.9%0.001%
10/20/2025Sax Wealth Advisors LLC1,623$1.50M0.1%+8.2%0.000%
10/20/2025Smith Salley Wealth Management332$308K0.0%-15.3%0.000%
10/20/2025Lewis Asset Management LLC3,308$3.06M1.3%+17.2%0.001%
10/20/2025Kingsman Wealth Management Inc.7,274$6.73M3.7%-14.0%0.002%
10/20/2025Investment Partners Asset Management Inc.787$728K0.5%-1.7%0.000%
10/20/2025Ascent Group LLC15,359$14.22M0.5%+15.7%0.003%
10/20/2025Great Diamond Partners LLC487$451K0.1%-5.1%0.000%
10/20/2025McGlone Suttner Wealth Management Inc.591$547K0.1%-3.3%0.000%
10/20/2025Baron Wealth Management LLC307$284K0.1%-25.5%0.000%
10/20/2025Sivia Capital Partners LLC3,123$2.89M0.8%-18.9%0.001%
10/20/2025Weaver Capital Management LLC5,422$5.02M1.1%+8.9%0.001%
10/20/2025Diversified Trust Co10,891$10.08M0.2%+3.6%0.002%
10/20/2025Clark Asset Management LLC455$421K0.0%+7.3%0.000%
10/20/2025YANKCOM Partnership1,308$1.21M0.5%+0.9%0.000%
10/20/2025Segment Wealth Management LLC20,999$19.44M1.2%-0.1%0.005%
10/20/2025LVW Advisors LLC2,346$2.17M0.2%+3.2%0.001%
10/20/2025Continuum Advisory LLC7,073$6.55M0.7%+16.0%0.002%
10/20/2025Lawson Kroeker Investment Management Inc. NE1,281$1.19M0.2%+8.6%0.000%
10/20/2025LifeWealth Investments LLC1,019$944K0.3%+55.3%0.000%
10/20/2025First American Bank622$576K0.0%+7.1%0.000%
10/20/2025Rooted Wealth Advisors Inc.614$562K0.2%+19.5%0.000%
10/20/2025waypoint wealth counsel1,640$1.52M0.6%-11.2%0.000%
10/20/2025Albion Financial Group UT22,591$20.91M1.3%+1.7%0.005%
10/20/2025Benin Management CORP4,758$4.40M1.0%-10.4%0.001%
10/20/2025Analyst IMS Investment Management Services Ltd.5,194$4.81M0.1%-28.3%0.001%
10/20/2025Pure Financial Advisors LLC8,965$8.30M0.1%+1.2%0.002%
10/17/2025Oak Harvest Investment Services7,696$7.12M0.8%+2.0%0.002%
10/17/2025Fortitude Family Office LLC2,138$1.98M0.5%-1.0%0.000%
10/17/2025Farmers & Merchants Investments Inc.17,475$16.18M0.5%+1.2%0.004%
10/17/2025Copeland Capital Management LLC12,038$11.14M0.2%-24.7%0.003%
10/17/2025Fort Washington Investment Advisors Inc. OH6,407$5.93M0.0%-3.8%0.001%
10/17/2025Boston Trust Walden Corp125,264$115.95M0.9%-3.3%0.028%
10/17/2025Plimoth Trust Co. LLC508$470K0.1%-8.6%0.000%
10/17/2025Nixon Peabody Trust Co.1,044$966K0.1%-6.8%0.000%
10/17/2025Petros Family Wealth LLC1,605$1.49M1.2%+8.8%0.000%
10/17/2025HM Payson & Co.3,205$2.97M0.0%-7.7%0.001%
10/17/2025Annex Advisory Services LLC38,395$35.54M0.8%+8.0%0.009%
10/17/2025Lakeshore Capital Group Inc.3,092$2.86M2.3%+1.8%0.001%
10/17/2025Goldstone Financial Group LLC1,502$1.39M0.2%+40.4%0.000%
10/17/2025Carderock Capital Management Inc.9,379$8.68M2.1%+1.8%0.002%
10/17/2025Norris Perne & French LLP MI4,213$3.90M0.3%+0.5%0.001%
10/17/2025Ullmann Wealth Partners Group LLC1,980$1.83M0.2%-2.6%0.000%
10/17/2025FLC Capital Advisors1,657$1.53M0.3%-0.7%0.000%
10/17/2025FFG Partners LLC17,589$16.28M4.4%+2.7%0.004%
10/17/2025Private Wealth Management Group LLC166$153K0.0%+17.7%0.000%
10/17/2025Ethic Inc.15,689$14.52M0.2%+6.6%0.004%
10/17/2025Mattson Financial Services LLC2,328$2.16M0.5%+3.5%0.001%
10/17/2025Traveka Wealth LLC1,796$1.66M0.7%-2.6%0.000%
10/17/2025Institute for Wealth Management LLC.9,189$8.51M0.9%-0.3%0.002%
10/17/2025Kavar Capital Partners Group LLC2,090$1.94M0.3%+25.6%0.000%
10/17/2025Three Seasons Wealth LLC457$423K0.0%+8.8%0.000%
10/17/2025Optivise Advisory Services LLC614$569K0.3%-7.3%0.000%
10/17/2025KW Wealth Management LLC2,045$1.89M3.2%N/A0.000%
10/17/2025Warren Street Wealth Advisors LLC686$635K0.2%+1.9%0.000%
10/17/2025Archford Capital Strategies LLC5,450$5.05M0.6%-2.0%0.001%
10/17/2025Coastwise Capital Group LLC1,400$1.30M0.9%+0.9%0.000%
10/17/2025Regatta Capital Group LLC5,874$5.44M0.9%+1.8%0.001%
10/17/2025Panoramic Capital Partners LLC1,700$1.57M1.0%-5.6%0.000%
10/17/2025Permanent Capital Management LP944$874K0.2%N/A0.000%
10/17/2025Westhampton Capital LLC3,354$3.11M1.5%+1.5%0.001%
(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, 4,236 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 60,496,036 shares in the last 24 months. This purchase volume represents approximately $56.78B in transactions.

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

Of the 2,427 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 27,325,571 shares in the last 24 months. This volume of shares sold represents approximately $25.43B in transactions.


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This page (NASDAQ:COST) was last updated on 10/21/2025 by MarketBeat.com Staff
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