Costco Wholesale Ownership | Who Owns Costco Wholesale?
Costco Wholesale Ownership Summary
Costco Wholesale is owned by 68.35% institutional investors, 0.50% insiders, and 31.15% 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 | 68.35% | 0.50% | 31.15% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Discount Stores Stocks | 71.72% | 6.51% | 21.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 42.20M | 9.50% | $38.67B |
| Blackrock funding, inc. /de | 34.76M | 7.83% | $31.85B |
| 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 | 643.51K | 81.26% | $589.63M |
| Worldly partners management | 91.03K | 43.64% | $83.41M |
| I.g.y. | 96.01K | 36.66% | $87.97M |
| Steginsky capital | 142.82K | 28.03% | $130.86M |
| Norman fields, gottscho capital management | 59.46K | 17.93% | $54.48M |
| Greenbrier partners capital management | 224.35K | 14.90% | $205.57M |
| Provident trust | 815.34K | 12.93% | $747.07M |
| Garrison bradford & associates | 12.09K | 11.60% | $11.07M |
| Ocean capital management | 56.62K | 11.28% | $51.87M |
| Empirical capital management | 18.10K | 10.97% | $15.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 5.66M | 0.68% | 5.66M |
| Proficio capital partners | 1.52M | 0.19% | 1.52M |
| Raymond james financial | 1.35M | 0.46% | 1.35M |
| Blackrock funding, inc. /de | 34.76M | 0.64% | 1.21M |
| Leigh baldwin | 954.52K | 0.83% | 954.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 8.79K | 0.67% | -7.36M |
| Legal & general group | 2.61M | 0.63% | -802.03K |
| Wcm investment management | - | - | -529.86K |
| 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 |
| Raymond james financial | 1.35M | 0.46% | 1.35M | $1.24B |
| Leigh baldwin | 954.52K | 0.83% | 954.52K | $954.52M |
| Life planning partners | 171.34K | 0.01% | 171.34K | $187.00K |
| Soros fund management | 100.00K | 1.53% | 100.00K | $85.00M |
Sold Out
| Holder | Change |
|---|---|
| Altshuler shaham | -4.00 |
| Sanctuary wealth management | -4.00 |
| Sugar maple asset management | -4.00 |
| Quest partners | -4.00 |
| Mfa wealth advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 3,461 | 2.21% | 298,571,374 | -1.43% | 67 | 1.44% | 1,617 | -6.26% | 1,336 | 12.55% |
| Dec 31, 2023 | 3,386 | 8.28% | 302,887,513 | 1.46% | 68 | 1.51% | 1,725 | 24.28% | 1,187 | 2.15% |
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 | 13.98M | 3.15% | 48.58K |
| Vanguard Institutional 500 Index Trust | 12.29M | 2.77% | 83.40K |
| Invesco QQQ Trust | 9.14M | 2.06% | -7.93K |
| Fidelity 500 Index | 5.55M | 1.25% | 24.71K |
| SPDR® S&P 500 ETF | 5.52M | 1.24% | -72.34K |
| iShares Core S&P 500 ETF | 5.42M | 1.22% | 15.66K |
| SPDR® S&P 500® ETF Trust | 5.38M | 1.21% | -28.19K |
| SPDR® S&P 500® ETF | 5.31M | 1.20% | -89.26K |
| Vanguard Growth Index Investor | 4.51M | 1.02% | 3.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 27, 2025 | MILLERCHIP GARY | Executive Vice President | Sell | $1.03M |
| Mar 24, 2025 | Adamo Claudine | Executive Vice President | Sell | $830.30K |
| Mar 18, 2025 | Frates Caton | Executive Vice President | Sell | $765.21K |
| Mar 11, 2025 | Vachris Roland Michael | President and CEO | Sell | $3.35M |
| Oct 24, 2024 | GALANTI RICHARD A | Executive Vice President | Sell | $1.27M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 7 |
COST Ownership FAQ
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