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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$954.07 -0.73 (-0.08%)
(As of 12/20/2024 05:45 PM ET)
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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)
2241
Total
Institutional Inflows
(last 12 months)
$26.96B
Number of
Institutional Sellers
(last 12 months)
1759
Total
Institutional Outflows
(last 12 months)
$11.68B
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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
12/19/2024 Independent Solutions Wealth Management LLC20,817$18.45M4.2%+2.5%0.005%
12/18/2024 IMS Capital Management3,816$3.38M1.5%+0.6%0.001%
12/17/2024 Hiley Hunt Wealth Management673$597K0.3%-17.5%0.000%
12/16/2024 SMART Wealth LLC631$559K0.2%-21.4%0.000%
12/13/2024 Lord Abbett & CO. LLC213,972$189.69M0.6%-13.3%0.048%
12/13/2024 B. Riley Wealth Advisors Inc.23,734$20.94M0.6%-12.8%0.005%
12/12/2024 Legacy Wealth Management LLC MS4,033$3.58M1.3%+2.7%0.001%
12/11/2024 1ST Source Bank12,184$10.80M0.6%-0.2%0.003%
12/10/2024 DGS Capital Management LLC756$671K0.2%+12.8%0.000%
12/9/2024 FFG Partners LLC23,814$21.11M7.3%+0.5%0.005%
12/6/2024 Logan Capital Management Inc.2,858$2.53M0.1%-2.1%0.001%
12/6/2024 Retirement Systems of Alabama145,811$129.26M0.5%-15.1%0.033%
12/3/2024 Oddo BHF Asset Management Sas10,760$9.54M0.5%N/A0.002%
12/3/2024 Garde Capital Inc.3,954$3.51M0.2%+4.3%0.001%
12/2/2024 Inspire Trust Co. N.A.2,700$2.39M0.7%+12.8%0.001%
11/29/2024 American Trust7,808$6.92M0.6%-12.2%0.002%
11/29/2024 Old North State Trust LLC2,299$2.04M1.7%+1.1%0.001%
11/27/2024 Franklin Resources Inc.988,380$879.42M0.2%-1.3%0.223%
11/26/2024 Asset Advisors Investment Management LLC56,178$49.80M5.2%-1.9%0.013%
11/26/2024 Peapack Gladstone Financial Corp93,486$82.88M1.2%-3.0%0.021%
11/25/2024 Synovus Financial Corp37,093$32.89M0.4%-1.2%0.008%
11/25/2024 Tidal Investments LLC25,231$22.37M0.2%+30.2%0.006%
11/25/2024 Blankinship & Foster LLC18,258$16.19M2.7%+5,552.6%0.004%
11/25/2024 Cim Investment Management Inc.2,696$2.39M0.7%-2.7%0.001%
11/25/2024 Wilmington Savings Fund Society FSB10,459$9.27M0.2%+214.7%0.002%
11/25/2024 Arvest Bank Trust Division433$384K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC12,008$10.65M0.3%+14.3%0.003%
11/25/2024 Sanctuary Advisors LLC119,942$115.63M0.7%+15.3%0.027%
11/25/2024 Pine Valley Investments Ltd Liability Co7,390$6.55M0.4%-6.7%0.002%
11/22/2024 Stock Yards Bank & Trust Co.54,046$47.91M1.5%-4.7%0.012%
11/22/2024 Sculati Wealth Management LLC3,649$3.24M1.3%+0.3%0.001%
11/22/2024 Eaton Financial Holdings Company LLC244$216K0.1%N/A0.000%
11/22/2024 Fulcrum Equity Management633$561K0.5%+76.8%0.000%
11/21/2024 Anchor Investment Management LLC7,996$7.09M0.7%+2.0%0.002%
11/21/2024 Chelsea Counsel Co.8,907$7.90M3.9%-8.9%0.002%
11/21/2024 Wealthquest Corp331$290K0.0%-44.6%0.000%
11/20/2024 Morse Asset Management Inc7,481$6.63M1.4%+20.1%0.002%
11/20/2024 Diamant Asset Management Inc.8,405$7.45M4.7%-0.4%0.002%
11/20/2024 Virtu Financial LLC4,400$3.90M0.2%-13.9%0.001%
11/20/2024 Advisory Resource Group1,244$1.10M0.2%-5.3%0.000%
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11/20/2024 Bard Financial Services Inc.7,610$6.75M0.8%-1.6%0.002%
11/20/2024 Passumpsic Savings Bank2,387$2.12M1.4%-0.7%0.001%
11/19/2024 McIlrath & Eck LLC6,429$5.70M0.7%-1.1%0.001%
11/19/2024 Invst LLC3,546$3.14M0.4%-1.0%0.001%
11/19/2024 Citizens Business Bank623$552K0.1%-7.4%0.000%
11/19/2024 M&T Bank Corp226,633$200.92M0.7%-1.2%0.051%
11/19/2024 Unigestion Holding SA1,089$965K0.0%-49.1%0.000%
11/19/2024 TCW Group Inc.199,468$176.83M1.5%-3.5%0.045%
11/18/2024 Soltis Investment Advisors LLC2,748$2.44M0.2%+11.9%0.001%
11/18/2024 TD Private Client Wealth LLC2,748$2.44M0.1%-14.1%0.001%
11/18/2024 Virtue Capital Management LLC929$824K0.2%-14.0%0.000%
11/18/2024 Fortem Financial Group LLC2,142$1.90M0.8%+1.7%0.000%
11/18/2024 Arete Wealth Advisors LLC4,142$3.67M0.3%-19.5%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky56,996$50.53M0.4%-3.6%0.013%
11/18/2024 Sunbelt Securities Inc.6,675$5.92M0.6%+8.1%0.002%
11/18/2024 Toronto Dominion Bank214,780$190.41M0.3%-6.6%0.048%
11/18/2024 Empire Financial Management Company LLC540$479K0.1%-48.1%0.000%
11/18/2024 Chiron Investment Management LLC3,514$3.12M1.1%N/A0.001%
11/18/2024 Financial Avengers Inc.301$267K0.1%+6.7%0.000%
11/18/2024 Wilson & Boucher Capital Management LLC1,395$1.24M0.9%+9.8%0.000%
11/18/2024 Brown Financial Advisors1,343$1.19M0.5%-14.1%0.000%
11/18/2024 Coldstream Capital Management Inc.22,642$20.13M0.4%+6.3%0.005%
11/18/2024 Strait & Sound Wealth Management LLC5,755$5.10M2.5%-1.7%0.001%
11/18/2024 Synergy Financial Group LTD1,264$1.12M1.1%-0.9%0.000%
11/18/2024 RB Capital Management LLC17,313$15.35M3.6%-0.5%0.004%
11/18/2024 First Dallas Securities Inc.3,153$2.80M1.2%-4.1%0.001%
11/16/2024 Geode Capital Management LLC9,487,057$8.38B0.7%+1.7%2.141%
11/15/2024 MidWestOne Financial Group Inc.2,055$1.82M0.3%-3.2%0.000%
11/15/2024 Insight Inv LLC589$522K0.4%+16.9%0.000%
11/15/2024 Frisch Financial Group Inc.665$590K0.2%-42.1%0.000%
11/15/2024 Prestige Wealth Management Group LLC2,623$2.33M0.5%+0.6%0.001%
11/15/2024 Brophy Wealth Management LLC1,647$1.46M0.5%N/A0.000%
11/15/2024 Vestcor Inc18,987$16.83M0.5%+0.4%0.004%
11/15/2024 Conway Capital Management Inc.20,218$17.92M8.7%N/A0.005%
11/15/2024 Resources Management Corp CT ADV12,089$10.72M1.4%-1.6%0.003%
11/15/2024 M&T Bank Corp226,633$200.92M0.6%-1.2%0.051%
11/15/2024 Executive Wealth Management LLC5,358$4.75M0.4%+1.9%0.001%
11/15/2024 Abel Hall LLC456$404K0.3%+6.3%0.000%
11/15/2024 Nabity Jensen Investment Management Inc1,538$1.36M1.0%N/A0.000%
11/15/2024 Continuum Advisory LLC4,311$3.98M0.5%+0.6%0.001%
11/15/2024 O Brien Greene & Co. Inc3,700$3.28M1.0%-0.9%0.001%
11/15/2024 LRI Investments LLC739$683K0.1%+7.6%0.000%
11/15/2024 Geller Advisors LLC4,544$4.03M0.3%+0.6%0.001%
11/15/2024 Drucker Wealth 3.0 LLC329$292K0.1%+5.8%0.000%
11/15/2024 Hamilton Capital LLC570$498K0.0%+95.2%0.000%
11/15/2024 Public Employees Retirement System of Ohio237,681$210.71M0.9%+7.0%0.054%
11/15/2024 SGL Investment Advisors Inc.357$330K0.2%N/A0.000%
11/15/2024 EWA LLC1,471$1.36M0.5%+2.8%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank8,858$7.53M0.7%-7.3%0.002%
11/15/2024 Roffman Miller Associates Inc. PA15,990$14.18M0.9%+20.8%0.004%
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11/15/2024 Nomura Asset Management Co. Ltd.205,057$181.79M0.6%+11.1%0.046%
11/15/2024 Y Intercept Hong Kong Ltd3,973$3.52M0.2%N/A0.001%
11/15/2024 Glass Jacobson Investment Advisors llc487$432K0.1%+69.1%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC14,370$12.74M3.2%-0.8%0.003%
11/15/2024 MML Investors Services LLC100,816$89.38M0.3%+10.4%0.023%
11/15/2024 Hodges Capital Management Inc.3,822$3.39M0.2%-49.4%0.001%
11/15/2024 First National Bank of Omaha16,522$14.65M0.9%-4.4%0.004%
11/15/2024 CTC Alternative Strategies Ltd.1,619$1.44M1.8%N/A0.000%
11/15/2024 Anson Funds Management LP728$645K0.0%N/A0.000%
11/15/2024 Legacy Investment Solutions LLC380$355K0.2%N/A0.000%
(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, 3,611 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), International Assets Investment Management LLC ($6.53B), and Morgan Stanley ($4.93B).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 3,126 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. ($1.12M), and Vanguard Group Inc. ($1.06M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 62,802,572 shares in the last 24 months. This purchase volume represents approximately $41.09B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,471 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), Whalerock Point Partners LLC ($1.18M), Jennison Associates LLC ($1.11M), Wellington Management Group LLP ($1.09M), Deutsche Bank AG ($829.72K), Bank of New York Mellon Corp ($794.80K), and Winslow Capital Management LLC ($698.05K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 79,618,518 shares in the last 24 months. This volume of shares sold represents approximately $46.02B in transactions.


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This page (NASDAQ:COST) was last updated on 12/22/2024 by MarketBeat.com Staff
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