Costco Wholesale (COST) Institutional Ownership

$885.62

-15.82 (-1.75%)

(As of 09/27/2024 ET)

Current Institutional Ownership Percentage: 68.48%
Number of Institutional Buyers (last 12 months): 2248
Total Institutional Inflows (last 12 months): $20.24B

Number of Institutional Sellers (last 12 months): 1735
Total Institutional Outflows (last 12 months): $9.98B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2024	Centaurus Financial Inc.	5,179	$4.40M	0.3%	+19.2%	0.001%
9/20/2024	Anchor Investment Management LLC	7,839	$6.66M	0.7%	-1.4%	0.002%
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	389,883	$331.40M	0.9%	+9.5%	0.088%
9/16/2024	Verity & Verity LLC	1,530	$1.30M	0.1%	-6.1%	0.000%
9/12/2024	American Trust	8,890	$7.56M	0.6%	-3.7%	0.002%
9/11/2024	Summit Wealth Partners LLC	242	$206K	0.0%	N/A	0.000%
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9/11/2024	Newbridge Financial Services Group Inc.	2,598	$2.21M	0.8%	-10.2%	0.001%
9/10/2024	SS&H Financial Advisors Inc.	2,907	$2.47M	1.0%	+5.4%	0.001%
9/10/2024	Prio Wealth Limited Partnership	6,844	$5.82M	0.2%	-5.7%	0.002%
9/10/2024	Cannon Financial Strategists Inc.	249	$212K	0.0%	N/A	0.000%
9/9/2024	Heritage Wealth Management Inc.	1,732	$1.53M	0.5%	N/A	0.000%
9/9/2024	Lazari Capital Management Inc.	804	$683K	0.3%	+11.7%	0.000%
9/6/2024	Cim LLC	22,265	$19.73M	2.9%	+35.9%	0.005%
9/5/2024	Sanctuary Advisors LLC	104,023	$88.42M	0.6%	N/A	0.023%
9/3/2024	Clear Rock Advisors LLC	4,824	$4.10M	1.8%	-1.6%	0.001%
8/30/2024	NCP Inc.	2,722	$2.31M	1.5%	-3.6%	0.001%
8/30/2024	Brown Financial Advisors	1,563	$1.33M	0.6%	N/A	0.000%
8/30/2024	Centennial Bank AR	1,977	$1.68M	0.8%	+1.2%	0.000%
8/30/2024	Strategic Investment Solutions Inc. IL	3,358	$2.67M	0.9%	N/A	0.001%
8/28/2024	Farmers National Bank	502	$427K	0.1%	-5.3%	0.000%
8/28/2024	Souders Financial Advisors	1,597	$1.36M	0.2%	+2.2%	0.000%
8/27/2024	Clearbridge Investments LLC	112,895	$95.96M	0.1%	-15.5%	0.025%
8/27/2024	Dana Investment Advisors Inc.	8,607	$7.32M	0.2%	-3.3%	0.002%
8/27/2024	New Wave Wealth Advisors LLC	885	$752K	0.4%	N/A	0.000%
8/27/2024	KPP Advisory Services LLC	895	$761K	0.2%	+14.5%	0.000%
8/27/2024	New Century Financial Group LLC	474	$403K	0.2%	+15.0%	0.000%
8/26/2024	Teachers Retirement System of The State of Kentucky	59,142	$50.27M	0.5%	-5.0%	0.013%
8/26/2024	Founders Financial Alliance LLC	1,207	$1.03M	0.3%	+8.7%	0.000%
8/23/2024	Orleans Capital Management Corp LA	6,256	$5.32M	3.4%	-0.3%	0.001%
8/22/2024	Aldebaran Financial Inc.	250	$212K	0.3%	N/A	0.000%
8/22/2024	Cetera Investment Advisers	149,900	$127.41M	0.3%	-5.3%	0.034%
8/22/2024	3Chopt Investment Partners LLC	525	$446K	0.1%	N/A	0.000%
8/21/2024	Ted Buchan & Co	3,149	$2.68M	1.4%	N/A	0.001%
8/21/2024	Advisory Alpha LLC	2,781	$2.36M	0.1%	-3.8%	0.001%
8/21/2024	IMS Capital Management	3,794	$3.32M	1.5%	+7.1%	0.001%
8/21/2024	Truist Financial Corp	316,993	$269.44M	0.4%	+1.1%	0.072%
8/21/2024	Regency Capital Management Inc. DE	15,897	$13.51M	8.7%	+0.2%	0.004%
8/20/2024	Next Capital Management LLC	321	$273K	0.1%	-12.3%	0.000%
8/19/2024	Old North State Trust LLC	2,273	$1.93M	1.7%	+3.5%	0.001%
8/19/2024	HWG Holdings LP	5,563	$4.73M	1.7%	N/A	0.001%
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8/19/2024	Garde Capital Inc.	3,792	$3.22M	0.2%	-9.9%	0.001%
8/19/2024	EP Wealth Advisors LLC	129,671	$110.22M	1.2%	-14.6%	0.029%
8/19/2024	Kimelman & Baird LLC	65,305	$55.51M	4.6%	N/A	0.015%
8/19/2024	B. Riley Wealth Advisors Inc.	27,223	$23.14M	0.6%	-5.7%	0.006%
8/16/2024	Gateway Wealth Partners LLC	802	$682K	0.2%	+5.8%	0.000%
8/16/2024	CMG Global Holdings LLC	933	$793K	0.5%	-1.3%	0.000%
8/16/2024	Regal Investment Advisors LLC	6,813	$5.79M	0.4%	-0.7%	0.002%
8/16/2024	Invst LLC	3,581	$3.03M	0.3%	+6.5%	0.001%
8/16/2024	Covington Investment Advisors Inc.	8,694	$7.39M	1.2%	-9.0%	0.002%
8/16/2024	Sunbelt Securities Inc.	6,172	$5.25M	0.5%	+3.1%	0.001%
8/16/2024	Front Row Advisors LLC	6,283	$5.34M	1.9%	-9.1%	0.001%
8/16/2024	Coastal Bridge Advisors LLC	1,300	$1.11M	0.3%	+3.3%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	171,844	$146.07M	0.1%	+0.1%	0.039%
8/16/2024	NewEdge Advisors LLC	79,146	$67.27M	0.5%	+11.6%	0.018%
8/16/2024	Ascension Asset Management LLC	3,700	$3.15M	1.6%	-3.3%	0.001%
8/16/2024	Magnolia Capital Advisors LLC	55,502	$47.18M	1.6%	+5,092.0%	0.013%
8/16/2024	Copperwynd Financial LLC	1,621	$1.33M	0.4%	+3.5%	0.000%
8/16/2024	Doheny Asset Management CA	4,221	$3.59M	2.0%	+4.5%	0.001%
8/16/2024	Buck Wealth Strategies LLC	352	$300K	0.1%	N/A	0.000%
8/16/2024	Algert Global LLC	401	$341K	0.0%	-4.5%	0.000%
8/16/2024	Duff & Phelps Investment Management Co.	1,018	$865K	0.0%	-80.1%	0.000%
8/16/2024	Aviso Wealth Management	2,907	$2.47M	1.5%	-2.7%	0.001%
8/16/2024	Full Sail Capital LLC	758	$644K	0.0%	-1.9%	0.000%
8/16/2024	Ascent Group LLC	11,861	$10.08M	0.8%	+1.8%	0.003%
8/16/2024	Driehaus Capital Management LLC	327	$278K	0.0%	-18.3%	0.000%
8/16/2024	MidWestOne Financial Group Inc.	2,122	$1.80M	0.3%	-1.9%	0.000%
8/16/2024	Kathmere Capital Management LLC	3,820	$3.25M	0.3%	+15.8%	0.001%
8/16/2024	Texas Capital Bank Wealth Management Services Inc	11,697	$9.94M	1.0%	+4.3%	0.003%
8/16/2024	Goodman Advisory Group LLC	525	$446K	0.1%	-72.6%	0.000%
8/16/2024	Cim Investment Management Inc.	2,770	$2.35M	0.7%	-0.9%	0.001%
8/16/2024	Sepio Capital LP	5,579	$4.74M	0.4%	-1.0%	0.001%
8/16/2024	Raab & Moskowitz Asset Management LLC	14,482	$12.31M	3.3%	-2.5%	0.003%
8/15/2024	Arkos Global Advisors	591	$502K	0.1%	+4.4%	0.000%
8/15/2024	Oliver Lagore Vanvalin Investment Group	1,722	$1.46M	0.4%	-2.3%	0.000%
8/15/2024	Susquehanna Portfolio Strategies LLC	5,471	$4.65M	0.2%	-84.9%	0.001%
8/15/2024	Susquehanna Fundamental Investments LLC	17,423	$14.81M	0.3%	N/A	0.004%
8/15/2024	Comerica Bank	141,024	$119.87M	0.5%	-2.5%	0.032%
8/15/2024	Beaird Harris Wealth Management LLC	554	$471K	0.0%	+8.2%	0.000%
8/15/2024	First County Bank CT	4,864	$4.13M	2.1%	-5.1%	0.001%
8/15/2024	Scientech Research LLC	965	$820K	0.2%	-57.6%	0.000%
8/15/2024	Legal & General Group Plc	3,650,562	$3.10B	0.7%	+2.5%	0.823%
8/15/2024	Mackenzie Financial Corp	248,432	$211.17M	0.3%	-18.7%	0.056%
8/15/2024	The Manufacturers Life Insurance Company	312,946	$266.00M	0.2%	+2.2%	0.071%
8/15/2024	MBB Public Markets I LLC	31,566	$26.83M	0.5%	+2,504.5%	0.007%
8/15/2024	Daymark Wealth Partners LLC	25,429	$21.61M	0.8%	+31.6%	0.006%
8/15/2024	DE Burlo Group Inc.	32,935	$27.99M	3.8%	+37.4%	0.007%
8/15/2024	Decatur Capital Management Inc.	3,691	$3.14M	1.5%	+2.4%	0.001%
8/15/2024	Delta Investment Management LLC	468	$398K	0.1%	+13.6%	0.000%
8/15/2024	DoubleLine ETF Adviser LP	15,580	$13.24M	3.5%	-6.0%	0.004%
8/15/2024	Drucker Wealth 3.0 LLC	311	$264K	0.1%	N/A	0.000%
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8/15/2024	Ameriprise Financial Inc.	1,573,934	$1.34B	0.4%	0.0%	0.355%
8/15/2024	APG Asset Management N.V.	726,332	$576.04M	1.0%	+10.3%	0.164%
8/15/2024	AQR Capital Management LLC	266,964	$226.92M	0.3%	+7.5%	0.060%
8/15/2024	AXA S.A.	440,279	$374.23M	1.1%	-6.5%	0.099%
8/15/2024	AlTi Global Inc.	1,962	$1.67M	0.0%	-11.7%	0.000%
8/15/2024	Alley Investment Management Company LLC	23,022	$19.57M	2.7%	-0.5%	0.005%
8/15/2024	Wick Capital Partners LLC	811	$689K	0.2%	N/A	0.000%
8/15/2024	Caxton Associates LP	30,000	$25.50M	0.9%	N/A	0.007%
8/15/2024	Prairie Wealth Advisors Inc.	1,222	$1.04M	0.5%	-7.5%	0.000%
8/15/2024	Kingfisher Capital LLC	13,176	$11.20M	2.6%	-0.5%	0.003%

(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, 3,559 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 ($10.29B), FMR LLC ($5.10B), Morgan Stanley ($4.93B), Geode Capital Management LLC ($4.53B), 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 3,102 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 ($6.92M), Norges Bank ($5.50M), Bank Julius Baer & Co. Ltd Zurich ($3.73M), Osaic Holdings Inc. ($2.27M), Vanguard Group Inc. ($1.55M), Wulff Hansen & CO. ($1.47M), and Assenagon Asset Management S.A. ($1.25M).

How much institutional buying is happening at Costco Wholesale?: Institutional investors have bought a total of 57,931,566 shares in the last 24 months. This purchase volume represents approximately $34.29B in transactions.
Which Costco Wholesale major shareholders have been selling company stock?: Of the 2,429 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), Fisher Asset Management LLC ($1.79M), BlackRock Inc. ($1.47M), Whalerock Point Partners LLC ($1.19M), Jennison Associates LLC ($1.11M), 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 81,227,631 shares in the last 24 months. This volume of shares sold represents approximately $45.05B in transactions.