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Costco Wholesale (COST) Institutional Ownership

Costco Wholesale logo
$970.33 +0.16 (+0.02%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$969.54 -0.80 (-0.08%)
As of 07/11/2025 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)
2830
Total
Institutional Inflows
(last 12 months)
$47.69B
Number of
Institutional Sellers
(last 12 months)
2293
Total
Institutional Outflows
(last 12 months)
$22.12B
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Skip Chart & View Institutional Buying and Selling Data

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
7/11/2025Westfuller Advisors LLC724$717K0.4%+77.0%0.000%
7/11/2025Petredis Investment Advisors LLC13,340$13.21M1.2%+0.5%0.003%
7/11/2025Annex Advisory Services LLC35,554$35.20M0.8%+9.5%0.008%
7/11/2025Wealth Management Partners LLC3,110$3.09M1.1%-0.9%0.001%
7/11/2025Skyline Advisors Inc.1,339$1.33M0.5%-10.9%0.000%
7/11/2025Arthur M. Cohen & Associates LLC15,971$15.81M2.8%-16.5%0.004%
7/11/2025Quantum Financial Advisors LLC803$795K0.1%-17.1%0.000%
7/11/2025Mitchell & Pahl Private Wealth LLC2,838$2.81M1.2%+1.0%0.001%
7/11/2025Scott Capital Advisors LLC1,298$1.28M0.3%-7.2%0.000%
7/11/2025Baugh & Associates LLC10,802$9.94M5.1%-4.8%0.002%
7/11/2025Oak Asset Management LLC4,008$3.97M1.4%-1.4%0.001%
7/11/2025Lincoln Capital LLC35,405$35.05M6.7%-0.6%0.008%
7/11/2025Coastwise Capital Group LLC1,388$1.37M1.1%-1.6%0.000%
7/11/2025BTC Capital Management Inc.5,705$5.64M0.5%N/A0.001%
7/11/2025Meriwether Wealth & Planning LLC243$241K0.2%-4.3%0.000%
7/11/2025Grant Private Wealth Management Inc489$484K0.3%-19.8%0.000%
7/11/2025TTP Investments Inc.594$588K0.2%N/A0.000%
7/11/2025Fruth Investment Management5,040$4.99M1.4%-0.3%0.001%
7/11/2025Capital Advantage Inc.1,109$1.10M0.2%+11.7%0.000%
7/11/2025Kaufman Rossin Wealth LLC860$851K0.5%+9.8%0.000%
7/11/2025Farther Finance Advisors LLC13,190$13.06M0.3%+35.9%0.003%
7/11/2025Busey Bank2,640$2.61M0.1%-10.1%0.001%
7/11/2025Silver Oak Securities Incorporated2,532$2.51M0.2%+3.0%0.001%
7/11/2025CX Institutional7,064$6.99M0.2%-2.1%0.002%
7/11/2025Harbour Capital Advisors LLC6,639$6.52M1.4%+0.4%0.001%
7/11/2025Windsor Capital Management LLC462$457K0.1%-39.4%0.000%
7/11/2025 UMB Bank n.a.88,797$87.90M1.4%-2.5%0.020%
7/11/2025Adirondack Trust Co.1,512$1.50M0.5%-2.1%0.000%
7/11/2025Weatherly Asset Management L. P.28,258$27.97M2.4%-1.8%0.006%
7/11/2025Pinnacle Bancorp Inc.5,364$5.31M1.6%+0.3%0.001%
7/11/2025Wright Investors Service Inc.3,159$3.13M0.9%+33.8%0.001%
7/11/2025My Legacy Advisors LLC2,951$2.86M1.0%+1.7%0.001%
7/11/2025Lantz Financial LLC619$613K0.2%-3.0%0.000%
7/11/2025AA Financial Advisors LLC1,108$1.10M0.2%+21.9%0.000%
7/11/2025Thomasville National Bank586$580K0.0%-31.1%0.000%
7/11/2025LongView Wealth Management1,013$1.00M0.3%-9.8%0.000%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.152$150K0.0%N/A0.000%
7/11/2025SeaCrest Wealth Management LLC9,740$9.64M1.0%-6.8%0.002%
7/11/2025Diversified Trust Co10,512$10.41M0.2%+12.8%0.002%
7/11/2025Assenagon Asset Management S.A.826,300$817.99M1.2%-31.4%0.186%
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7/11/2025Bell Bank2,634$2.61M0.1%+3.3%0.001%
7/11/2025International Private Wealth Advisors LLC2,789$2.76M2.4%+5.1%0.001%
7/11/2025TCV Trust & Wealth Management Inc.13,004$12.87M1.1%+4.0%0.003%
7/11/2025Elk River Wealth Management LLC15,489$15.33M2.6%-0.8%0.003%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt16,641$16.46M0.8%+16.4%0.004%
7/11/2025Kingstone Capital Partners Texas LLC2,359,422$2.34B0.3%+418,980.3%0.532%
7/11/2025IFM Investors Pty Ltd83,402$82.56M0.8%+3.1%0.019%
7/11/2025Grove Bank & Trust6,948$6.88M0.9%+0.2%0.002%
7/10/2025 Pachira Investments Inc.1,132$1.12M0.8%+3.0%0.000%
7/10/2025 Perkins Coie Trust Co4,799$4.75M0.8%+4.2%0.001%
7/10/2025 Sky Investment Group LLC2,477$2.45M0.4%-1.6%0.001%
7/10/2025 Oliver Lagore Vanvalin Investment Group2,148$2.03M0.7%N/A0.000%
7/10/2025 Three Seasons Wealth LLC420$416K0.0%+6.3%0.000%
7/10/2025 Clare Market Investments LLC4,487$4.44M1.0%+12.7%0.001%
7/10/2025 CWC Advisors LLC.364$360K0.2%+10.6%0.000%
7/10/2025 Legacy Financial Strategies LLC266$263K0.1%+16.2%0.000%
7/10/2025 Western Pacific Wealth Management LP2,052$2.03M1.9%+0.8%0.000%
7/10/2025 Arkfeld Wealth Strategies L.L.C.1,851$1.84M0.7%-2.8%0.000%
7/10/2025 Kozak & Associates Inc.20,271$19.91M4.1%-0.3%0.005%
7/10/2025 Trust Point Inc.2,760$2.73M0.3%+37.5%0.001%
7/10/2025 Burns J W & Co. Inc. NY14,219$14.08M1.7%+0.1%0.003%
7/10/2025 Carderock Capital Management Inc.9,210$9.12M2.3%-14.1%0.002%
7/10/2025 Moody National Bank Trust Division5,642$5.59M0.5%-0.2%0.001%
7/10/2025 Security National Bank6,418$6.35M1.1%+5.5%0.001%
7/10/2025 Brady Family Wealth LLC4,531$4.49M1.4%-0.5%0.001%
7/10/2025 YHB Investment Advisors Inc.42,405$41.98M3.2%-1.6%0.010%
7/10/2025 HF Advisory Group LLC348$345K0.1%-10.3%0.000%
7/10/2025 ARS Wealth Advisors Group LLC2,968$2.94M0.3%+5.7%0.001%
7/10/2025 Redhawk Wealth Advisors Inc.2,655$2.63M0.3%-1.3%0.001%
7/10/2025 Contravisory Investment Management Inc.10,937$10.83M2.1%+1.1%0.002%
7/10/2025 Mogy Joel R Investment Counsel Inc.98,608$97.62M5.6%-0.5%0.022%
7/10/2025 Ferguson Wellman Capital Management Inc.24,396$24.15M0.4%-2.7%0.006%
7/10/2025 Baker Tilly Wealth Management LLC404$400K0.1%+12.2%0.000%
7/10/2025 Exchange Traded Concepts LLC16,328$16.16M0.2%+4.3%0.004%
7/10/2025 Marshall Financial Group LLC256$254K0.0%-11.4%0.000%
7/10/2025 Park Capital Management LLC WI277$274K0.3%+4.5%0.000%
7/10/2025 Affiance Financial LLC430$427K0.1%-24.8%0.000%
7/10/2025 Vista Investment Partners LLC919$910K0.3%-12.6%0.000%
7/10/2025 Family Legacy Financial Solutions LLC1,141$1.13M1.0%N/A0.000%
7/10/2025 Waypoint Wealth Partners Inc.2,198$2.18M0.5%+52.0%0.000%
7/10/2025 NorthCrest Asset Manangement LLC43,233$42.67M1.1%-0.1%0.010%
7/10/2025 Community Trust & Investment Co.16,153$15.99M0.9%-13.2%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC156,861$154.83M0.3%+6.0%0.035%
7/10/2025 Atticus Wealth Management LLC3,598$3.56M1.0%+1.2%0.001%
7/10/2025 Bath Savings Trust Co21,514$21.30M2.2%-1.5%0.005%
7/10/2025 Mn Services Vermogensbeheer B.V.166,200$164.53M1.1%+1.9%0.037%
7/10/2025 HWG Holdings LP12,309$12.19M3.6%+5.9%0.003%
7/10/2025 Wedmont Private Capital6,129$6.02M0.3%+5.3%0.001%
7/10/2025 Tompkins Financial Corp14,100$13.96M1.3%-5.8%0.003%
7/10/2025 Swedbank AB582,390$576.53M0.6%+19.5%0.131%
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7/10/2025 Compton Wealth Advisory Group LLC3,927$3.89M1.0%+1.2%0.001%
7/10/2025 Alecta Tjanstepension Omsesidigt140,000$138.50M0.6%-6.2%0.032%
7/10/2025 Secure Asset Management LLC8,158$8.08M1.5%-1.8%0.002%
7/10/2025 Baader Bank Aktiengesellschaft1,257$1.21M0.1%-12.6%0.000%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA2,717$2.69M0.8%+2.6%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd60,024$59.42M0.5%+3.9%0.014%
7/10/2025 Ayrshire Capital Management LLC8,598$8.51M4.1%-0.6%0.002%
7/10/2025 KMG Fiduciary Partners LLC11,427$11.31M0.8%+2.6%0.003%
7/10/2025 Signal Advisors Wealth LLC1,236$1.22M0.1%-29.1%0.000%
7/10/2025 Focus Financial Network Inc.10,962$10.85M0.4%-4.3%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, 4,165 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 3,606 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), Bank Julius Baer & Co. Ltd Zurich ($3.75M), Nuveen LLC ($3.66M), Kingstone Capital Partners Texas LLC ($2.36M), and Osaic Holdings Inc. ($2.27M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 52,030,389 shares in the last 24 months. This purchase volume represents approximately $47.69B in transactions.

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

Of the 2,290 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), Bank of New York Mellon Corp ($771.94K), State Street Corp ($586.02K), and Assenagon Asset Management S.A. ($527.40K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 24,264,089 shares in the last 24 months. This volume of shares sold represents approximately $22.12B in transactions.


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This page (NASDAQ:COST) was last updated on 7/12/2025 by MarketBeat.com Staff
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