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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$952.52 +12.88 (+1.37%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$952.05 -0.47 (-0.05%)
As of 08/1/2025 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)
2853
Total
Institutional Inflows
(last 12 months)
$47.64B
Number of
Institutional Sellers
(last 12 months)
2354
Total
Institutional Outflows
(last 12 months)
$21.69B
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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
8/1/2025Oarsman Capital Inc.1,410$1.40M0.2%+4.4%0.000%
8/1/2025Bank of Jackson Hole Trust663$656K0.4%+9.2%0.000%
8/1/2025Motco15,157$14.24M1.4%+0.5%0.003%
8/1/2025Fire Capital Management LLC1,391$1.38M0.9%+3.0%0.000%
8/1/2025Jennison Associates LLC3,169,194$3.14B1.9%-5.6%0.715%
8/1/2025Biltmore Family Office LLC1,286$1.27M0.2%-6.3%0.000%
8/1/2025Mendel Money Management1,223$1.21M0.5%-2.6%0.000%
8/1/2025Auto Owners Insurance Co430$426K0.0%-89.6%0.000%
8/1/2025Milestone Asset Management Group LLC1,171$1.16M0.9%-1.7%0.000%
8/1/2025Austin Private Wealth LLC773$765K0.1%+15.7%0.000%
8/1/2025James Investment Research Inc.4,113$4.07M0.5%+2.3%0.001%
8/1/2025Strategic Financial Services Inc.3,071$3.04M0.2%-1.4%0.001%
8/1/2025Planning Directions Inc.308$305K0.2%-11.7%0.000%
8/1/2025Zhang Financial LLC1,526$1.51M0.1%+2.4%0.000%
8/1/2025Fairfield Financial Advisors LTD7,344$7.27M2.5%+6.4%0.002%
8/1/2025Capital Investment Counsel LLC12,877$12.75M2.0%-5.6%0.003%
8/1/2025New York Life Investment Management LLC60,342$59.74M0.6%+1.6%0.014%
8/1/2025Pavion Blue Capital LLC9,384$9.29M4.1%-0.3%0.002%
8/1/2025Private Wealth Partners LLC33,488$33.15M2.6%-0.9%0.008%
8/1/2025Integral Investment Advisors Inc.2,711$2.68M0.8%-0.6%0.001%
8/1/2025Howard Capital Management Inc.31,709$31.39M0.4%+159.8%0.007%
8/1/2025Reliant Investment Partners LLC675$668K0.6%+3.8%0.000%
8/1/2025First National Trust Co16,020$15.86M0.6%-1.6%0.004%
8/1/2025Purkiss Capital Advisors LLC1,602$1.59M0.9%+24.7%0.000%
8/1/2025William Allan Corp7,940$7.86M4.6%-1.2%0.002%
8/1/2025Clark Asset Management LLC424$420K0.1%+7.3%0.000%
8/1/2025Tevis Investment Management1,226$1.21M0.8%-5.8%0.000%
8/1/2025Centerpoint Advisors LLC1,162$1.15M0.4%-11.3%0.000%
8/1/2025Motley Fool Wealth Management LLC6,397$6.33M0.4%-12.0%0.001%
8/1/2025Motley Fool Asset Management LLC43,183$42.75M2.0%+8.8%0.010%
8/1/2025GPM Growth Investors Inc.11,425$11.31M4.5%-2.4%0.003%
8/1/2025May Hill Capital LLC884$875K0.3%+4.4%0.000%
8/1/2025Petra Financial Advisors Inc.1,782$1.76M1.1%+80.9%0.000%
8/1/2025Logan Capital Management Inc.1,735$1.72M0.1%-34.0%0.000%
8/1/2025GWN Securities Inc.901$912K0.2%-83.4%0.000%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund114,556$113.40M1.0%+18.2%0.026%
8/1/2025Alexander Labrunerie & CO. Inc.282$279K0.1%-6.0%0.000%
8/1/2025Advisory Alpha LLC3,473$3.44M0.1%+10.6%0.001%
8/1/2025Rossby Financial LCC639$633K0.2%-1.7%0.000%
8/1/2025SYM FINANCIAL Corp1,951$1.93M0.2%+8.7%0.000%
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8/1/2025Facet Wealth Inc.2,144$2.01M0.0%+237.6%0.000%
8/1/2025Jericho Financial LLP3,553$3.52M2.3%-2.1%0.001%
8/1/2025United Capital Management of KS Inc.6,768$6.70M1.1%-1.6%0.002%
8/1/2025Liberty Wealth Management LLC903$893K0.1%-3.8%0.000%
8/1/2025Wealth Watch Advisors INC1,009$999K0.6%+87.5%0.000%
8/1/2025AustralianSuper Pty Ltd135,038$133.68M0.7%+9.5%0.030%
8/1/2025Teacher Retirement System of Texas128,199$126.91M0.5%-3.5%0.029%
8/1/2025Y Intercept Hong Kong Ltd1,602$1.59M0.0%-16.1%0.000%
8/1/2025Transcend Capital Advisors LLC3,076$3.05M0.2%-1.9%0.001%
8/1/2025Cobblestone Capital Advisors LLC NY16,367$16.20M0.8%-25.5%0.004%
8/1/2025Convergence Investment Partners LLC639$632K0.2%-10.6%0.000%
8/1/2025Oak Grove Capital LLC21,698$21.48M3.5%+65.3%0.005%
8/1/2025Bessemer Group Inc.884,557$875.66M1.4%+0.9%0.199%
8/1/2025Schmidt P J Investment Management Inc.7,849$7.77M1.3%+2.6%0.002%
8/1/2025Brookwood Investment Group LLC3,680$3.64M0.6%+17.1%0.001%
8/1/2025Yukon Wealth Management Inc.2,500$2.47M0.9%+0.8%0.001%
8/1/2025GoalVest Advisory LLC394$390K0.1%+42.2%0.000%
8/1/2025Curat Global LLC315$312K0.3%+23.5%0.000%
8/1/2025Banco Santander S.A.22,248$22.02M0.2%+78.3%0.005%
8/1/2025Ashton Thomas Private Wealth LLC15,635$15.48M0.5%+10.4%0.004%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd1,634$1.62M0.0%-25.7%0.000%
8/1/2025Solstein Capital LLC2,368$2.34M1.2%+5.9%0.001%
8/1/2025Baer Investment Advisory LLC2,347$2.48M3.6%-3.1%0.001%
8/1/2025Delta Investment Management LLC621$615K0.1%-7.2%0.000%
8/1/2025MorganRosel Wealth Management LLC1,814$1.80M0.5%+2.3%0.000%
8/1/2025Envestnet Asset Management Inc.620,982$614.73M0.2%+4.1%0.140%
8/1/2025Chilton Capital Management LLC42,087$41.66M1.5%+1.0%0.009%
7/31/2025 Nisa Investment Advisors LLC129,070$127.77M0.6%+2.5%0.029%
7/31/2025 Resonant Capital Advisors LLC5,499$5.44M0.3%+2.6%0.001%
7/31/2025 Hixon Zuercher LLC5,873$5.81M1.9%+0.9%0.001%
7/31/2025 Wealthfront Advisers LLC61,908$61.29M0.2%+4.5%0.014%
7/31/2025 Oppenheimer Asset Management Inc.13,415$13.28M0.2%-6.6%0.003%
7/31/2025 Prudent Man Advisors LLC1,801$1.78M0.6%+32.0%0.000%
7/31/2025 Topsail Wealth Management LLC384$380K0.1%+9.7%0.000%
7/31/2025 Orion Capital Management LLC2,378$2.35M0.9%-1.0%0.001%
7/31/2025 Guardian Wealth Advisors LLC220$218K0.1%-9.5%0.000%
7/31/2025 VestGen Investment Management887$878K0.6%+233.5%0.000%
7/31/2025 Ballast Advisors LLC2,347$2.32M0.7%+2.2%0.001%
7/31/2025 McCarthy Asset Management Inc.204$202K0.1%N/A0.000%
7/31/2025 Pullen Investment Management LLC1,718$1.70M1.0%-0.8%0.000%
7/31/2025 Fiduciary Wealth Partners LLC439$435K0.4%+143.9%0.000%
7/31/2025 Ingalls & Snyder LLC2,629$2.60M0.1%+9.5%0.001%
7/31/2025 Strait & Sound Wealth Management LLC5,936$5.88M2.5%+2.3%0.001%
7/31/2025 Darden Wealth Group Inc768$760K0.5%+11.6%0.000%
7/31/2025 Whipplewood Advisors LLC263$260K0.1%-26.7%0.000%
7/31/2025 Schneider Downs Wealth Management Advisors LP744$737K0.1%-6.5%0.000%
7/31/2025 Heirloom Wealth Management1,560$1.55M0.4%-2.7%0.000%
7/31/2025 Cabot Wealth Management Inc.215$213K0.0%-6.1%0.000%
7/31/2025 Brighton Jones LLC24,309$24.07M0.7%+8.6%0.005%
7/31/2025 Waldron Private Wealth LLC1,429$1.42M0.1%-2.4%0.000%
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7/31/2025 MQS Management LLC944$935K0.5%N/A0.000%
7/31/2025 Linden Thomas Advisory Services LLC3,983$3.94M0.4%+30.1%0.001%
7/31/2025 Graybill Wealth Management LTD.3,250$3.22M1.1%-0.7%0.001%
7/31/2025 Kornitzer Capital Management Inc. KS98,678$97.69M2.0%-1.0%0.022%
7/31/2025 Leavell Investment Management Inc.2,996$2.97M0.1%+30.7%0.001%
7/31/2025 Burke & Herbert Bank & Trust Co.2,042$2.02M0.5%+2.2%0.000%
7/31/2025 Ramsay Stattman Vela & Price Inc.13,424$13.29M2.5%-3.2%0.003%
7/31/2025 Guardian Financial Partners LLC1,717$1.70M0.8%+3.0%0.000%
7/31/2025 B & T Capital Management DBA Alpha Capital Management3,226$3.19M0.5%-0.9%0.001%
7/31/2025 Hartford Financial Management Inc.7,977$7.90M2.2%-43.8%0.002%
(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, 4,175 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($40.33B), 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 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 3,615 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 ($11.15M), International Assets Investment Management LLC ($10.47M), GAMMA Investing LLC ($8.16M), Nuveen LLC ($3.66M), Kingstone Capital Partners Texas LLC ($2.36M), Osaic Holdings Inc. ($2.27M), and Vanguard Group Inc. ($1.95M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 51,800,038 shares in the last 24 months. This purchase volume represents approximately $47.64B in transactions.

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

Of the 2,349 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), Wellington Management Group LLP ($870.36K), Legal & General Group Plc ($802.03K), Canada Pension Plan Investment Board ($796.21K), State Street Corp ($586.02K), Assenagon Asset Management S.A. ($527.40K), and Bridgewater Associates LP ($360.43K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 23,669,670 shares in the last 24 months. This volume of shares sold represents approximately $21.69B in transactions.


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This page (NASDAQ:COST) was last updated on 8/2/2025 by MarketBeat.com Staff
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