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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$979.32 +15.91 (+1.65%)
As of 04/14/2025 04:00 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)
2637
Total
Institutional Inflows
(last 12 months)
$40.26B
Number of
Institutional Sellers
(last 12 months)
2006
Total
Institutional Outflows
(last 12 months)
$20.62B
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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
4/14/2025Yousif Capital Management LLC58,705$55.52M0.6%-0.8%0.013%
4/14/2025Regatta Capital Group LLC5,718$5.41M1.0%+4.2%0.001%
4/14/2025Parisi Gray Wealth Management6,554$6.20M2.0%+10.1%0.001%
4/14/2025Panoramic Capital Partners LLC1,782$1.62M1.5%-8.4%0.000%
4/14/2025Octavia Wealth Advisors LLC1,657$1.57M0.2%-7.6%0.000%
4/14/2025Midland Wealth Advisors LLC2,517$2.38M0.1%-3.0%0.001%
4/14/2025Investment Advisory Group LLC404$382K0.1%-16.9%0.000%
4/14/2025International Private Wealth Advisors LLC2,653$2.51M2.4%-6.0%0.001%
4/14/2025Everest Management Corp.376$356K0.3%-9.0%0.000%
4/14/2025Tounjian Advisory Partners LLC3,270$3.09M0.6%N/A0.001%
4/14/2025Pallas Capital Advisors LLC12,270$11.61M0.5%+17.2%0.003%
4/14/2025Cetera Trust Company N.A1,009$954K0.6%-3.4%0.000%
4/14/2025Patrick M Sweeney & Associates Inc.2,563$2.42M1.8%-2.0%0.001%
4/14/2025Farther Finance Advisors LLC9,704$9.26M0.2%+16.9%0.002%
4/14/2025City Holding Co.8,353$7.90M1.1%+3.3%0.002%
4/14/2025Rheos Capital Works Inc.50,000$47.29M3.9%+111.9%0.011%
4/14/2025Daymark Wealth Partners LLC25,291$23.92M0.8%+0.3%0.006%
4/14/2025CHICAGO TRUST Co NA6,341$6.00M1.1%-1.0%0.001%
4/14/2025Great Waters Wealth Management1,761$1.67M0.2%+1.4%0.000%
4/14/2025 Portside Wealth Group LLC1,727$1.63M0.3%+15.8%0.000%
4/14/2025Moss Adams Wealth Advisors LLC4,430$4.19M0.4%+9.6%0.001%
4/14/2025NewSquare Capital LLC159$151K0.0%+354.3%0.000%
4/14/2025Greystone Financial Group LLC671$635K0.1%N/A0.000%
4/14/2025Toth Financial Advisory Corp1,714$1.62M0.2%-5.4%0.000%
4/14/2025Baldwin Wealth Partners LLC MA38,662$36.57M2.6%+0.2%0.009%
4/14/2025Courier Capital LLC8,462$8.00M0.5%+2.2%0.002%
4/14/2025Strategic Wealth Investment Group LLC930$879K1.5%-92.8%0.000%
4/14/2025Wesbanco Bank Inc.11,480$10.86M0.4%+1.0%0.003%
4/14/2025Centricity Wealth Management LLC489$462K0.4%+6.8%0.000%
4/14/2025Cherrydale Wealth Management LLC298$282K0.1%-16.5%0.000%
4/14/2025McDonough Capital Management Inc4,837$4.58M3.0%+7.8%0.001%
4/14/2025First Citizens Bank & Trust Co.17,462$16.52M0.3%-17.1%0.004%
4/14/2025McCarthy & Cox265$250K0.1%-8.9%0.000%
4/14/2025CGC Financial Services LLC487$461K0.2%+25.8%0.000%
4/14/2025Abacus Planning Group Inc.2,237$2.12M0.4%+1.1%0.001%
4/14/2025Capital Investment Advisors LLC14,635$13.84M0.3%+2.9%0.003%
4/14/2025Hickory Point Bank & Trust439$415K0.4%+5.5%0.000%
4/14/2025PFW Advisors LLC2,186$2.07M0.6%-2.6%0.000%
4/14/2025Tilia Fiduciary Partners Inc.1,654$1.57M1.0%-46.1%0.000%
4/14/2025Central Bank & Trust Co.14,534$13.75M2.3%-1.6%0.003%
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4/14/2025Bennett Selby Investments LP1,109$1.05M0.4%+17.5%0.000%
4/14/2025BCS Wealth Management693$655K0.2%-21.8%0.000%
4/14/2025Bangor Savings Bank994$940K0.1%-9.9%0.000%
4/14/2025OLD National Bancorp IN23,719$22.43M0.6%-5.1%0.005%
4/14/2025SOA Wealth Advisors LLC.20,580$203K0.0%+10,846.8%0.005%
4/14/2025One Plus One Wealth Management LLC213$201K0.1%-48.4%0.000%
4/14/2025Broadway Wealth Solutions Inc.1,604$1.52M1.1%-1.5%0.000%
4/14/2025Greenspring Advisors LLC736$696K0.2%-5.2%0.000%
4/14/2025Griffith & Werner Inc.2,064$1.95M1.2%-4.2%0.000%
4/14/2025KMG Fiduciary Partners LLC11,135$10.53M0.9%+4.4%0.003%
4/14/2025Wealthcare Capital Partners LLC408$386K0.2%+4.1%0.000%
4/14/2025Bank of New Hampshire6,071$5.74M1.5%-3.7%0.001%
4/14/2025Beach Investment Counsel Inc. PA1,042$986K0.1%-10.7%0.000%
4/14/2025ARS Wealth Advisors Group LLC2,809$2.66M0.4%+2.0%0.001%
4/14/2025Miracle Mile Advisors LLC13,077$12.37M0.2%+0.8%0.003%
4/14/2025RDA Financial Network4,261$4.03M1.2%+6.2%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC3,965$3.75M0.5%+4.9%0.001%
4/14/2025Revolve Wealth Partners LLC1,270$1.20M0.2%+13.1%0.000%
4/14/2025Charter Oak Capital Management LLC255$241K0.0%+7.1%0.000%
4/14/2025Whitaker Myers Wealth Managers LTD.671$635K0.2%+26.8%0.000%
4/14/2025Wedmont Private Capital5,821$5.61M0.3%+6.5%0.001%
4/14/2025UMB Bank n.a.91,050$86.11M1.4%-4.2%0.021%
4/14/2025Perennial Advisors LLC13,230$12.51M2.5%-3.5%0.003%
4/14/2025Regent Peak Wealth Advisors LLC1,855$1.76M0.4%+1.8%0.000%
4/14/2025LexAurum Advisors LLC1,538$1.46M0.3%+0.9%0.000%
4/14/2025Orrstown Financial Services Inc.1,868$1.77M0.4%-8.0%0.000%
4/14/2025Sivia Capital Partners LLC3,688$3.49M1.6%-0.5%0.001%
4/14/2025Gemmer Asset Management LLC907$858K0.1%+7.0%0.000%
4/14/2025Sunflower Bank N.A.700$662K0.2%+1.9%0.000%
4/11/2025 Perkins Coie Trust Co4,605$4.36M1.0%-0.4%0.001%
4/11/2025 First City Capital Management Inc.789$746K0.4%-14.1%0.000%
4/11/2025 Piscataqua Savings Bank175$166K0.1%+75.0%0.000%
4/11/2025 Gleason Group Inc.1,316$1.25M0.2%-3.9%0.000%
4/11/2025 Godsey & Gibb Inc.31,581$29.87M2.9%-1.7%0.007%
4/11/2025 Sulzberger Capital Advisors Inc.588$556K0.7%-33.1%0.000%
4/11/2025 Princeton Global Asset Management LLC869$822K0.2%-12.5%0.000%
4/11/2025 Reliant Investment Management LLC282$267K0.1%-26.2%0.000%
4/11/2025 AAFMAA Wealth Management & Trust LLC2,061$1.95M0.9%-8.0%0.000%
4/11/2025 Pine Haven Investment Counsel Inc5,466$5.17M4.3%-1.2%0.001%
4/11/2025 Gateway Investment Advisers LLC103,903$98.27M1.1%+7.0%0.023%
4/11/2025 Vanguard Capital Wealth Advisors253$239K0.3%-25.6%0.000%
4/11/2025 Stokes Capital Advisors LLC10,813$10.23M2.6%-13.5%0.002%
4/11/2025 Blue Zone Wealth Advisors LLC925$875K0.2%-28.0%0.000%
4/11/2025 Independence Bank of Kentucky2,566$2.43M0.4%+9.9%0.001%
4/11/2025 Harrington Investments INC5,416$5.12M2.9%+2.6%0.001%
4/11/2025 KFG Wealth Management LLC748$708K0.1%-11.9%0.000%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV1,912$1.81M0.2%-5.3%0.000%
4/11/2025 City State Bank2,283$2.16M0.7%+1.3%0.001%
4/11/2025 Congress Asset Management Co.241,626$228.53M1.7%-13.0%0.054%
4/11/2025 Radnor Capital Management LLC1,492$1.41M0.2%+3.5%0.000%
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4/11/2025 Disciplined Investments LLC303$286K0.1%N/A0.000%
4/11/2025 StoneCrest Wealth Management Inc.550$520K0.3%-7.7%0.000%
4/11/2025 Horizon Wealth Management LLC298$282K0.0%+11.2%0.000%
4/11/2025 Tower Wealth Partners Inc.495$468K0.3%+17.0%0.000%
4/11/2025 First National Corp MA ADV3,635$3.44M0.8%+2.1%0.001%
4/11/2025 Constitution Capital LLC4,525$4.28M2.4%+43.2%0.001%
4/11/2025 Evexia Wealth LLC11,657$11.25M4.1%-0.8%0.003%
4/11/2025 Chemistry Wealth Management LLC2,939$2.78M0.6%-0.7%0.001%
4/11/2025 Elk River Wealth Management LLC15,619$14.77M2.8%-10.1%0.004%
4/11/2025 Verum Partners LLC626$592K0.2%+25.0%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, 4,030 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), GAMMA Investing LLC ($7.72B), and Norges Bank ($5.18B).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 3,521 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), GAMMA Investing LLC ($8.16M), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Osaic Holdings Inc. ($2.27M), Proficio Capital Partners LLC ($1.52M), and Vanguard Group Inc. ($1.51M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 80,384,367 shares in the last 24 months. This purchase volume represents approximately $61.21B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,655 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 87,761,897 shares in the last 24 months. This volume of shares sold represents approximately $55.60B in transactions.


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This page (NASDAQ:COST) was last updated on 4/15/2025 by MarketBeat.com Staff
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