Costco Wholesale Ownership | Who Owns Costco Wholesale?


OverviewForecastRevenueFinancialsChartTranscripts

Costco Wholesale Ownership Summary


Costco Wholesale is owned by 68.01% institutional investors, 0.19% insiders, and 31.80% retail investors. Vanguard group is the largest institutional shareholder, holding 9.32% of COST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Costco Wholesale shares.

COST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCostco Wholesale68.01%0.19%31.80%
SectorConsumer Defensive Stocks 52.71%13.91%33.39%
IndustryDiscount Stores Stocks 82.38%7.08%10.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group41.37M9.32%$35.17B
Blackrock funding, inc. /de34.76M7.83%$31.85B
Blackrock33.19M7.48%$28.21B
State street18.63M4.20%$15.83B
Morgan stanley9.44M2.13%$8.02B
Geode capital management9.32M2.10%$7.90B
Fmr8.98M2.02%$7.64B
Norges bank5.31M1.20%$4.52B
Northern trust4.82M1.09%$4.10B
Bank of new york mellon4.33M0.98%$3.97B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Emerald advisors643.51K81.26%$589.63M
Worldly partners management89.79K40.96%$76.32M
I.g.y.96.00K37.07%$81.60M
Steginsky capital145.94K28.50%$124.05M
Norman fields, gottscho capital management59.46K17.93%$54.48M
Greenbrier partners capital management224.65K15.75%$190.95M
Provident trust815.34K12.93%$747.07M
Garrison bradford & associates12.09K11.60%$11.07M
Ocean capital management56.62K11.28%$51.87M
Empirical capital management18.10K10.97%$15.38M

Top Buyers

HolderShares% AssetsChange
Norges bank5.31M0.67%5.31M
Proficio capital partners1.52M0.19%1.52M
Raymond james financial1.35M0.46%1.35M
Blackrock funding, inc. /de34.76M0.64%1.21M
Blackrock33.19M0.64%835.17K

Top Sellers

HolderShares% AssetsChange
International assets investment management8.79K0.67%-7.36M
Wellington management group llp1.03M0.16%-807.77K
Global assets advisory---696.60K
Wcm investment management---529.86K
Jpmorgan chase3.73M0.26%-520.11K

New Positions

HolderShares% AssetsChangeValue
Norges bank5.31M0.67%5.31M$4.52B
Raymond james financial1.35M0.46%1.35M$1.24B
Mirae asset global etfs352.46K0.71%352.46K$299.59M
Life planning partners171.34K0.01%171.34K$187.00K
Corebridge financial141.00K0.66%141.00K$119.85M

Sold Out

HolderChange
Quest partners-4.00
Mfa wealth advisors-5.00
Migdal insurance & financial-11.00
Claris advisors, llc / mo /-12.00
Wetzel investment advisors-13.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243,5800.73%301,889,152-0.69%681.45%1,631-0.18%1,3900.29%
Jun 30, 20243,4950.98%303,643,6261.70%681.51%1,603-0.87%1,3702.54%
Mar 31, 20243,4612.21%298,571,374-1.43%671.44%1,617-6.26%1,33612.55%
Dec 31, 20233,3868.28%302,887,5131.46%681.51%1,72524.28%1,1872.15%
Sep 30, 20233,1270.94%298,515,120-0.18%671.48%1,388-2.87%1,1621.93%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv13.89M3.13%-46.67K
Vanguard Institutional 500 Index Trust12.00M2.70%79.37K
Invesco QQQ Trust9.04M2.04%12.22K
Fidelity 500 Index5.50M1.24%21.91K
SPDR® S&P 500® ETF Trust5.43M1.22%-24.27K
iShares Core S&P 500 ETF5.20M1.17%7.51K
Vanguard Growth Index Investor4.49M1.01%17.68K
Vanguard Institutional Index I2.80M0.63%-10.03K
Vanguard Dividend Appreciation ETF2.44M0.55%33.09K
State St S&P 500® Indx SL Cl III2.13M0.48%-20.01K

Recent Insider Transactions


DateNameRoleActivityValue
Oct 24, 2024GALANTI RICHARD A Executive Vice PresidentSell$1.27M
Oct 23, 2024Jones Teresa A. Executive Vice PresidentSell$717.24K
Oct 15, 2024Riel Pierre Executive Vice PresidentSell$1.79M
Oct 11, 2024Miller Russell D Sr. Executive Vice PresidentSell$3.92M
Sep 30, 2024Adamo Claudine Executive Vice PresidentSell$2.84M

Insider Transactions Trends


DateBuySell
2024 Q4-4
2024 Q3-10
2024 Q2-1
2024 Q1-7
2023 Q4-11

COST Ownership FAQ


Who Owns Costco Wholesale?

Costco Wholesale shareholders are primarily institutional investors at 68.01%, followed by 0.19% insiders and 31.80% retail investors. The average institutional ownership in Costco Wholesale's industry, Discount Stores Stocks , is 82.38%, which Costco Wholesale falls below.

Who owns the most shares of Costco Wholesale?

Costco Wholesale’s largest shareholders are Vanguard group (41.37M shares, 9.32%), Blackrock funding, inc. /de (34.76M shares, 7.83%), and Blackrock (33.19M shares, 7.48%). Together, they hold 24.63% of Costco Wholesale’s total shares outstanding.

Does Blackrock own Costco Wholesale?

Yes, BlackRock owns 7.48% of Costco Wholesale, totaling 33.19M shares as of Jun 2024. This represents 0.64% of BlackRock's total assets, with a market value of 28.21B$. In the last quarter, BlackRock increased its holdings by 835.17K shares, a 2.58% change.

Who is Costco Wholesale’s biggest shareholder by percentage of total assets invested?

Emerald advisors is Costco Wholesale’s biggest shareholder by percentage of total assets invested, with 81.26% of its assets in 643.51K Costco Wholesale shares, valued at 589.63M$.

Who is the top mutual fund holder of Costco Wholesale shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Costco Wholesale shares, with 3.13% of its total shares outstanding invested in 13.89M Costco Wholesale shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools