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Costco Wholesale (COST) Institutional Ownership

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$947.73 +4.54 (+0.48%)
Closing price 04:00 PM Eastern
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$944.75 -2.98 (-0.31%)
As of 07:05 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)
2238
Total
Institutional Inflows
(last 12 months)
$27.00B
Number of
Institutional Sellers
(last 12 months)
1788
Total
Institutional Outflows
(last 12 months)
$18.35B
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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
1/21/2025OLIO Financial Planning279$256K0.1%N/A0.000%
1/21/2025SWP Financial LLC309$283K0.2%-17.8%0.000%
1/21/2025Stablepoint Partners LLC1,325$1.21M0.2%-12.4%0.000%
1/21/2025Requisite Capital Management LLC506$464K0.1%-16.5%0.000%
1/21/2025Regatta Capital Group LLC5,486$5.03M1.0%-1.3%0.001%
1/21/20251834 Investment Advisors Co.1,517$1.39M0.2%+2.7%0.000%
1/21/2025MKT Advisors LLC2,224$2.10M0.9%-2.8%0.001%
1/21/2025M3 Advisory Group LLC994$911K0.7%+1.7%0.000%
1/21/2025Clarendon Private LLC871$798K0.8%N/A0.000%
1/21/2025Embree Financial Group857$785K0.1%-4.0%0.000%
1/21/2025Affinity Wealth Management LLC907$831K0.1%-5.5%0.000%
1/21/2025Crescent Grove Advisors LLC972$891K0.1%+8.5%0.000%
1/21/2025Park Edge Advisors LLC2,037$1.87M0.5%+46.4%0.000%
1/21/2025Regency Capital Management Inc. DE15,546$14.24M7.7%-0.1%0.004%
1/21/2025Jamison Private Wealth Management Inc.10,198$9.34M1.4%+6.6%0.002%
1/21/2025First Citizens Bank & Trust Co.21,053$19.29M0.3%-2.0%0.005%
1/21/2025Archford Capital Strategies LLC5,431$4.98M0.8%+1.1%0.001%
1/21/2025Duncan Williams Asset Management LLC1,004$920K0.4%+11.4%0.000%
1/21/2025Precedent Wealth Partners LLC434$398K0.1%+8.5%0.000%
1/21/2025Smith Chas P & Associates PA Cpas46,898$42.97M2.5%-15.9%0.011%
1/21/2025Affiance Financial LLC591$542K0.1%-9.2%0.000%
1/21/2025AlphaMark Advisors LLC250$229K0.1%+85.2%0.000%
1/21/2025Moody Lynn & Lieberson LLC3,773$3.46M0.2%+0.5%0.001%
1/21/2025Alan B Lancz & Associates Inc.4,948$4.53M4.6%-15.5%0.001%
1/21/2025Patton Albertson Miller Group LLC1,019$934K0.1%-5.6%0.000%
1/21/2025Jacksonville Wealth Management LLC430$394K0.4%N/A0.000%
1/21/2025Merkkuri Wealth Advisors LLC310$284K0.2%-3.4%0.000%
1/21/2025Flagship Harbor Advisors LLC7,050$6.46M0.3%+9.3%0.002%
1/21/2025Insight Inv LLC714$654K0.5%+21.2%0.000%
1/21/2025Stewardship Advisors LLC512$469K0.1%-4.1%0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC13,149$12.05M3.4%+266.4%0.003%
1/21/2025Nikulski Financial Inc.11,991$10.99M3.2%+0.8%0.003%
1/21/2025Grange Capital LLC514$471K0.5%N/A0.000%
1/21/2025Toth Financial Advisory Corp1,812$1.66M0.2%-1.6%0.000%
1/21/2025Cedar Mountain Advisors LLC364$333K0.1%+11.7%0.000%
1/21/2025AEGON ASSET MANAGEMENT UK Plc82,023$75.16M1.0%-23.5%0.018%
1/21/2025CFS Investment Advisory Services LLC896$821K0.1%+13.3%0.000%
1/21/2025Tributary Capital Management LLC840$770K0.1%-5.1%0.000%
1/21/2025GSB Wealth Management LLC3,794$3.48M0.9%-3.5%0.001%
1/21/2025Grimes & Company Inc.1,409$1.29M0.0%+2.8%0.000%
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1/21/2025SJS Investment Consulting Inc.987$904K0.2%-9.9%0.000%
1/21/2025Lantz Financial LLC645$591K0.2%+1.7%0.000%
1/21/2025Linden Thomas Advisory Services LLC2,835$2.60M0.3%+16.3%0.001%
1/21/2025Cyndeo Wealth Partners LLC5,177$4.74M0.3%+18.7%0.001%
1/21/2025Geneos Wealth Management Inc.10,070$9.23M0.3%-4.5%0.002%
1/21/2025Dynamic Advisor Solutions LLC24,593$22.53M1.0%-3.7%0.006%
1/21/2025Accel Wealth Management695$637K0.2%+1.8%0.000%
1/21/2025Fifth Third Bancorp228,641$209.50M0.8%-3.0%0.052%
1/21/2025DGS Capital Management LLC775$710K0.2%+2.5%0.000%
1/21/2025Chemung Canal Trust Co.286$262K0.1%-6.5%0.000%
1/21/2025Bennett Selby Investments LP944$865K0.3%+2.8%0.000%
1/21/2025Carr Financial Group Corp631$578K0.2%-3.7%0.000%
1/21/2025Cottonwood Capital Advisors LLC471$432K0.3%+21.7%0.000%
1/21/2025Petredis Investment Advisors LLC16,322$14.96M1.5%-1.5%0.004%
1/21/2025Atlas Private Wealth Advisors2,136$1.96M0.3%-0.6%0.000%
1/21/2025Goelzer Investment Management Inc.9,677$8.87M0.5%-1.5%0.002%
1/21/2025Gradient Investments LLC21,348$19.56M0.4%-9.8%0.005%
1/21/2025Benin Management CORP5,796$5.31M1.5%-4.2%0.001%
1/21/2025Sachetta LLC1,225$1.12M0.4%-2.2%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.7,145$6.55M0.1%-0.3%0.002%
1/21/2025Midwest Financial Group LLC825$755K0.4%+131.7%0.000%
1/21/2025Exchange Traded Concepts LLC23,865$21.87M0.4%-1.3%0.005%
1/21/2025CX Institutional7,626$6.99M0.3%-2.1%0.002%
1/21/2025Berbice Capital Management LLC4,445$4.07M3.3%N/A0.001%
1/21/2025Impact Partnership Wealth LLC282$258K0.1%N/A0.000%
1/21/2025Southland Equity Partners LLC631$578K0.1%+4.1%0.000%
1/21/2025St. Johns Investment Management Company LLC1,830$1.68M0.8%+1.3%0.000%
1/21/2025Sound Income Strategies LLC906$831K0.1%-5.3%0.000%
1/21/2025LexAurum Advisors LLC1,525$1.40M0.3%-1.8%0.000%
1/21/2025Rappaport Reiches Capital Management LLC957$877K0.2%+3.9%0.000%
1/21/2025RFG Advisory LLC6,619$6.07M0.2%+0.7%0.001%
1/21/2025TABR Capital Management LLC460$421K0.4%N/A0.000%
1/21/2025Silver Lake Advisory LLC384$352K0.2%+7.6%0.000%
1/21/2025Motive Wealth Advisors466$427K0.2%+13.7%0.000%
1/21/2025MFA Wealth Services924$847K0.7%N/A0.000%
1/21/2025One Wealth Management Investment & Advisory Services LLC224$205K0.3%N/A0.000%
1/21/2025Financial Partners Group LLC1,650$1.51M0.6%-3.3%0.000%
1/21/2025Cornerstone Wealth Management LLC4,607$4.22M0.3%+2.5%0.001%
1/21/2025Johnson Bixby & Associates LLC466$427K0.1%-17.7%0.000%
1/21/2025Brighton Jones LLC19,825$18.17M0.5%+12.3%0.004%
1/21/2025Sustainable Insight Capital Management LLC2,660$2.44M1.1%-6.5%0.001%
1/21/2025Lincoln Capital Corp412$378K0.2%+4.8%0.000%
1/21/2025Conway Capital Management Inc.20,271$18.57M8.2%+0.3%0.005%
1/21/2025Montecito Bank & Trust9,498$8.70M1.5%+3.4%0.002%
1/17/2025 Cerro Pacific Wealth Advisors LLC8,166$7.24M2.4%-0.9%0.002%
1/17/2025 New Century Financial Group LLC680$623K0.3%+16.0%0.000%
1/17/2025 FCG Investment Co3,163$2.90M1.8%+11.9%0.001%
1/17/2025 Yeomans Consulting Group Inc.519$476K0.2%+7.2%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC796$729K0.3%+8.0%0.000%
1/17/2025 Apeiron RIA LLC673$617K0.2%-3.9%0.000%
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1/17/2025 Veracity Capital LLC1,505$1.38M0.5%+4.9%0.000%
1/17/2025 Secure Asset Management LLC2,296$2.10M0.3%+89.3%0.001%
1/17/2025 Verde Capital Management1,172$1.07M0.3%-18.9%0.000%
1/17/2025 Seros Financial LLC401$341K0.3%N/A0.000%
1/17/2025 Red Door Wealth Management LLC13,857$12.70M1.9%+5.1%0.003%
1/17/2025 Madrona Financial Services LLC5,792$5.31M1.4%+1.3%0.001%
1/17/2025 Galvin Gaustad & Stein LLC8,600$7.88M0.7%-56.9%0.002%
1/17/2025 Capital Planning Advisors LLC13,138$12.04M1.9%-10.4%0.003%
1/17/2025 Edge Financial Advisors LLC458$420K0.4%+12.3%0.000%
1/17/2025 Goldstein Advisors LLC691$633K0.1%-2.1%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, 3,633 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($29.92B), BlackRock Inc. ($16.45B), State Street Corp ($15.99B), Geode Capital Management LLC ($8.38B), FMR LLC ($8.25B), Morgan Stanley ($4.93B), and Bank of New York Mellon Corp ($4.09B).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 3,150 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: International Assets Investment Management LLC ($14.29M), Norges Bank ($5.50M), Bank Julius Baer & Co. Ltd Zurich ($3.73M), Osaic Holdings Inc. ($2.27M), Wulff Hansen & CO. ($1.47M), Assenagon Asset Management S.A. ($1.46M), and Vanguard Group Inc. ($1.06M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 62,931,899 shares in the last 24 months. This purchase volume represents approximately $41.40B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,506 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), Whalerock Point Partners LLC ($1.18M), Jennison Associates LLC ($1.11M), Wellington Management Group LLP ($1.09M), Deutsche Bank AG ($829.72K), and Bank of New York Mellon Corp ($794.80K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 87,062,641 shares in the last 24 months. This volume of shares sold represents approximately $52.88B in transactions.


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This page (NASDAQ:COST) was last updated on 1/21/2025 by MarketBeat.com Staff
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