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Costco Wholesale (COST) Institutional Ownership

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(As of 04/26/2024 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)
2298
Total
Institutional Inflows
(last 12 months)
$21.04B
Number of
Institutional Sellers
(last 12 months)
1776
Total
Institutional Outflows
(last 12 months)
$35.10B
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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
4/27/2024 Weatherly Asset Management L. P.29,154$21.36M2.1%-0.1%0.007%
4/27/2024Guardian Financial Partners LLC1,983$1.45M1.0%+16.6%0.000%
4/27/2024Vigilare Wealth Management2,598$1.90M0.9%-2.4%0.001%
4/27/2024Phoenix Wealth Advisors1,319$966K0.6%+7.2%0.000%
4/27/2024Hourglass Capital LLC310$227K0.1%N/A0.000%
4/27/2024Nadler Financial Group Inc.3,163$2.32M0.3%+3.3%0.001%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC2,735$2.00M0.5%+3.4%0.001%
4/27/2024Conning Inc.3,111$2.28M0.1%-2.7%0.001%
4/27/2024K.J. Harrison & Partners Inc11,759$8.62M1.3%-0.2%0.003%
4/27/2024Capital Performance Advisors LLP937$687K0.3%+1.8%0.000%
4/27/2024McCollum Christoferson Group LLC23,361$17.12M4.9%-3.2%0.005%
4/27/2024BayBridge Capital Group LLC1,679$1.20M1.0%N/A0.000%
4/26/2024Pinnacle Associates Ltd.42,027$30.79M0.5%-9.3%0.009%
4/26/2024Trueblood Wealth Management LLC1,409$1.03M0.6%+29.7%0.000%
4/26/2024Sterling Investment Counsel LLC1,926$1.41M0.7%+6.9%0.000%
4/26/2024Securian Asset Management Inc.26,136$19.15M0.6%-6.9%0.006%
4/26/2024Aspen Investment Management Inc398$292K0.1%+4.7%0.000%
4/26/2024Triasima Portfolio Management inc.3,186$2.33M0.2%-10.4%0.001%
4/26/2024Harrington Investments INC5,733$4.20M2.4%-0.7%0.001%
4/26/2024McGuire Investment Group LLC19,710$14.44M2.1%+1.0%0.004%
4/26/2024BLB&B Advisors LLC24,678$18.08M1.0%-3.2%0.006%
4/26/2024Conestoga Capital Advisors LLC1,985$1.45M0.0%-7.5%0.000%
4/26/2024UMB Bank n.a.129,537$94.90M1.5%-25.1%0.029%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC7,553$5.45M2.3%-4.0%0.002%
4/26/2024Narwhal Capital Management9,097$6.67M0.7%-7.8%0.002%
4/26/2024MBA Advisors LLC307$225K0.1%-11.5%0.000%
4/26/2024Highview Capital Management LLC DE 4,494$3.29M1.5%-2.1%0.001%
4/26/2024Prestige Wealth Management Group LLC2,753$2.02M0.4%-2.4%0.001%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.5,208$3.82M2.9%-90.8%0.001%
4/26/2024Bellevue Asset Management LLC7,034$5.15M2.9%-0.8%0.002%
4/26/2024Northwest Bancshares Inc.419$307K0.0%N/A0.000%
4/26/2024JNBA Financial Advisors298$218K0.0%-13.4%0.000%
4/26/2024Yousif Capital Management LLC63,341$46.41M0.5%-2.1%0.014%
4/26/2024Schmidt P J Investment Management Inc.7,492$5.49M1.0%-1.5%0.002%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA2,174$1.59M0.7%+6.0%0.000%
4/26/2024YHB Investment Advisors Inc.45,957$33.67M2.9%-0.3%0.010%
4/26/2024SlateStone Wealth LLC12,600$9.23M0.9%-6.1%0.003%
4/26/2024ZWJ Investment Counsel Inc.3,184$2.33M0.1%+15.9%0.001%
4/26/2024Coastline Trust Co8,582$6.29M0.8%-0.9%0.002%
4/26/2024First National Trust Co19,510$14.29M0.6%+22.6%0.004%
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4/26/2024McKinley Carter Wealth Services Inc.18,325$13.43M0.9%+0.6%0.004%
4/26/2024Mitchell & Pahl Private Wealth LLC2,726$2.00M1.0%+1.2%0.001%
4/26/2024Guardian Investment Management5,200$3.81M2.9%-3.2%0.001%
4/26/2024Clear Creek Financial Management LLC5,322$3.90M0.5%+35.2%0.001%
4/26/2024Quantum Financial Advisors LLC694$509K0.1%-18.9%0.000%
4/26/2024Legacy Bridge LLC2,667$1.95M1.1%-0.6%0.001%
4/26/2024SYSTM Wealth Solutions LLC1,872$1.37M0.2%+1.1%0.000%
4/26/2024Sumitomo Life Insurance Co.11,304$7.77M0.2%+0.8%0.003%
4/26/2024First Personal Financial Services10,432$7.64M1.8%-3.1%0.002%
4/26/2024Pioneer Trust Bank N A OR1,619$1.19M0.3%-4.5%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.48,545$35.57M0.8%N/A0.011%
4/26/2024MONECO Advisors LLC2,617$1.92M0.3%+1.2%0.001%
4/26/2024LifePro Asset Management345$253K0.2%-77.8%0.000%
4/26/2024Sigma Investment Counselors Inc.15,963$11.70M0.6%+0.5%0.004%
4/26/2024Verdence Capital Advisors LLC14,370$10.53M1.0%-1.9%0.003%
4/26/2024Petredis Investment Advisors LLC16,568$12.14M1.5%+1.9%0.004%
4/26/2024Pine Haven Investment Counsel Inc5,720$4.19M3.7%-0.7%0.001%
4/26/2024Davies Financial Advisors Inc.2,578$1.89M1.9%N/A0.001%
4/26/2024Emerald Advisors LLC603,350$442.03M78.7%-4.8%0.136%
4/26/2024Financial Insights Inc.4,531$3.32M1.0%-0.4%0.001%
4/26/2024Terra Nova Asset Management LLC3,304$2.42M1.9%+6.0%0.001%
4/26/2024Triton Wealth Management PLLC3,488$2.52M1.7%+9.8%0.001%
4/26/2024Checchi Capital Advisers LLC10,101$7.40M0.6%-3.0%0.002%
4/26/2024Latitude Advisors LLC353$259K0.2%-14.7%0.000%
4/26/2024Acute Investment Advisory LLC407$298K0.2%-21.0%0.000%
4/26/2024Tritonpoint Wealth LLC7,319$5.36M0.5%-13.5%0.002%
4/26/2024Bogart Wealth LLC12,190$8.93M0.5%+3.1%0.003%
4/25/2024Allworth Financial LP26,019$19.06M0.1%+9.3%0.006%
4/25/2024Q3 Asset Management4,109$3.01M0.9%N/A0.001%
4/25/2024Lindbrook Capital LLC3,623$2.65M0.2%+17.7%0.001%
4/25/2024New York State Teachers Retirement System435,683$319.19M0.7%-2.7%0.098%
4/25/2024Cardinal Strategic Wealth Guidance1,474$1.08M0.4%-4.6%0.000%
4/25/2024WCM Investment Management LLC529,857$388.19M0.9%-1.3%0.119%
4/25/2024One Day In July LLC797$584K0.1%+39.6%0.000%
4/25/2024Lodestar Private Asset Management LLC1,574$1.15M0.2%+6.7%0.000%
4/25/2024Mendota Financial Group LLC270$198K0.1%-34.3%0.000%
4/25/2024Center for Financial Planning Inc.311$228K0.0%-7.4%0.000%
4/25/2024Inlet Private Wealth LLC5,485$4.02M1.1%-0.9%0.001%
4/25/2024TRUE Private Wealth Advisors7,477$5.48M0.6%-6.6%0.002%
4/25/2024Adell Harriman & Carpenter Inc.35,818$26.24M2.2%-0.2%0.008%
4/25/2024Ulland Investment Advisors LLC668$489K0.4%+6.9%0.000%
4/25/2024Villere ST Denis J & Co. LLC312$229K0.0%-6.0%0.000%
4/25/2024Bank of New York Mellon Corp5,279,788$3.87B0.7%-4.2%1.190%
4/25/2024Carmel Capital Partners LLC645$473K0.2%-6.5%0.000%
4/25/2024Strategy Asset Managers LLC4,220$3.09M0.7%+32.4%0.001%
4/25/2024Borer Denton & Associates Inc.23,422$17.16M6.1%+0.4%0.005%
4/25/2024Bridges Investment Management Inc.12,871$9.43M0.3%+2.5%0.003%
4/25/2024Osborne Partners Capital Management LLC12,551$9.20M0.6%-0.4%0.003%
4/25/2024TNF LLC361$261K0.1%+9.1%0.000%
4/25/2024Equitable Trust Co.3,600$2.64M0.2%+194.8%0.001%
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4/25/2024Schnieders Capital Management LLC13,431$9.84M2.0%+0.8%0.003%
4/25/2024Smith Chas P & Associates PA Cpas58,426$42.81M2.6%+3.4%0.013%
4/25/2024Fielder Capital Group LLC1,567$1.15M0.5%+23.2%0.000%
4/25/2024BCM Advisors LLC3,323$2.41M0.6%+1.8%0.001%
4/25/2024Advocate Group LLC298$218K0.0%-7.5%0.000%
4/25/2024Capital Investment Advisory Services LLC3,556$2.61M0.3%-4.7%0.001%
4/25/2024HTLF Bank6,179$4.53M0.5%-2.8%0.001%
4/25/2024Triumph Capital Management501$362K0.1%+26.8%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 155,058$113.60M0.4%-3.8%0.035%
4/25/2024L.M. Kohn & Company15,823$11.59M3.3%+0.6%0.004%
(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, 3,485 institutional investors and hedge funds held shares of Costco Wholesale. The most heavily invested institutionals were Vanguard Group Inc. ($26.64B), 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 ($3.87B).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 3,074 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. ($1.54M), Jennison Associates LLC ($1.24M), and State Street Corp ($1.07M).

How much institutional buying is happening at Costco Wholesale?

Institutional investors have bought a total of 62,000,379 shares in the last 24 months. This purchase volume represents approximately $34.30B in transactions.

Which Costco Wholesale major shareholders have been selling company stock?

Of the 2,407 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), Parnassus Investments LLC ($1.32M), Jennison Associates LLC ($999.00K), Deutsche Bank AG ($865.61K), and Capital World Investors ($722.44K).

How much institutional selling is happening at Costco Wholesale?

Institutional investors have sold a total of 85,776,369 shares in the last 24 months. This volume of shares sold represents approximately $45.86B in transactions.


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This page (NASDAQ:COST) was last updated on 4/27/2024 by MarketBeat.com Staff

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