Costco Wholesale Ownership | Who Owns Costco Wholesale?
Costco Wholesale Ownership Summary
Costco Wholesale is owned by 68.86% institutional investors, 0.20% insiders, and 30.94% retail investors. Vanguard group is the largest institutional shareholder, holding 9.50% of COST shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.17% of its assets in Costco Wholesale shares.
COST Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Costco Wholesale | 68.86% | 0.20% | 30.94% |
Sector | Consumer Defensive Stocks | 51.48% | 16.38% | 32.14% |
Industry | Discount Stores Stocks | 81.16% | 6.13% | 12.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 42.20M | 9.50% | $38.67B |
Blackrock funding, inc. /de | 35.58M | 8.02% | $35.23B |
Blackrock | 33.19M | 7.48% | $28.21B |
State street | 18.09M | 4.07% | $16.57B |
Geode capital management | 9.74M | 2.19% | $8.90B |
Fmr | 9.46M | 2.13% | $8.67B |
Morgan stanley | 9.44M | 2.13% | $8.02B |
Norges bank | 5.66M | 1.27% | $5.18B |
Northern trust | 4.82M | 1.09% | $4.10B |
Bank of new york mellon | 4.33M | 0.98% | $3.97B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Emerald advisors | 628.97K | 79.82% | $622.64M |
Worldly partners management | 91.03K | 43.64% | $83.41M |
I.g.y. | 95.75K | 37.96% | $94.78M |
Steginsky capital | 142.82K | 28.03% | $130.86M |
Norman fields, gottscho capital management | 58.20K | 19.06% | $57.61M |
Greenbrier partners capital management | 224.35K | 16.27% | $222.10M |
Garrison bradford & associates | 11.12K | 12.19% | $11.01M |
Ocean capital management | 55.55K | 12.08% | $54.98M |
Chapman investment management | 15.11K | 10.44% | $14.96M |
Provident trust | 564.50K | 10.19% | $558.82M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 5.66M | 0.68% | 5.66M |
Leigh baldwin | 954.52K | 0.83% | 954.52K |
Blackrock | 33.19M | 0.64% | 835.17K |
Blackrock funding, inc. /de | 35.58M | 0.67% | 651.66K |
Vanguard group | 42.20M | 0.67% | 455.04K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Legal & general group | 2.61M | 0.63% | -802.03K |
C worldwide group | - | - | -410.72K |
Assenagon asset management | 826.30K | 1.21% | -377.56K |
Pathway financial advisers | 377.00 | 0.12% | -338.56K |
Goldman sachs group | 3.19M | 0.46% | -301.34K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 5.66M | 0.68% | 5.66M | $5.18B |
Leigh baldwin | 954.52K | 0.83% | 954.52K | $954.52M |
Glenmede investment management, lp | 125.46K | 0.63% | 125.46K | $124.20M |
Soros fund management | 100.00K | 1.53% | 100.00K | $85.00M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 92.36K | 0.89% | 92.36K | $78.50M |
Sold Out
Holder | Change |
---|---|
One river asset management | -1.00 |
Horizon financial services | -2.00 |
Usa financial portformulas | -2.00 |
Altshuler shaham | -4.00 |
Sugar maple asset management | -4.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 3,974 | -0.85% | 305,715,619 | 2.51% | 68 | 1.53% | 1,883 | 5.31% | 1,476 | -11.56% |
Mar 31, 2025 | 41 | -98.97% | 1,611,038 | -99.47% | - | 0.01% | 15 | -99.24% | 19 | -98.68% |
Dec 31, 2024 | 3,757 | 2.90% | 303,476,255 | 0.23% | 68 | 1.47% | 1,833 | 10.55% | 1,392 | -2.18% |
Sep 30, 2024 | 3,580 | 0.73% | 301,889,152 | -0.69% | 68 | 1.45% | 1,631 | -0.18% | 1,390 | 0.29% |
Jun 30, 2024 | 3,495 | 0.98% | 303,643,626 | 1.70% | 68 | 1.51% | 1,603 | -0.87% | 1,370 | 2.54% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 14.05M | 3.17% | -1.51K |
Vanguard Total Stock Mkt Idx Inv | 13.94M | 3.14% | -323.24K |
Vanguard 500 Index Investor | 10.98M | 2.48% | -1.61M |
Invesco QQQ Trust | 9.10M | 2.05% | -5.70K |
Fidelity 500 Index | 5.62M | 1.27% | 21.35K |
SPDR® S&P 500 ETF | 5.52M | 1.24% | -72.34K |
SPDR® S&P 500® ETF | 5.38M | 1.21% | -22.45K |
SPDR® S&P 500® ETF Trust | 5.38M | 1.21% | -28.19K |
iShares Core S&P 500 ETF | 5.30M | 1.20% | 24.10K |
Vanguard Growth Index Investor | 4.60M | 1.04% | 17.19K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 20, 2025 | Jones Teresa A. | Executive Vice President | Sell | $595.23K |
Jul 14, 2025 | Rubanenko Yoram | Executive Vice President | Sell | $3.90M |
Jun 18, 2025 | DECKER SUSAN L | - | Sell | $535.08K |
Jun 18, 2025 | DECKER SUSAN L | - | Sell | $978.40 |
Jun 09, 2025 | Callans Patrick J | Executive Vice President | Sell | $3.01M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 2 |
2025 Q2 | - | 5 |
2025 Q1 | - | 4 |
2024 Q4 | - | 4 |
2024 Q3 | - | 10 |
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