Costco Wholesale Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 41.75 M | $37.01 B | 0.90% | 9.40% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 33.56 M | $29.75 B | 100.00% | 7.56% |
| STATE STREET CORP | 11/14/2024 | 18.04 M | $15.99 B | -3.15% | 4.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 9.49 M | $8.38 B | 1.74% | 2.14% |
| MORGAN STANLEY | 11/14/2024 | 9.45 M | $8.38 B | 0.09% | 2.13% |
| FMR LLC | 11/13/2024 | 9.31 M | $8.25 B | 3.62% | 2.10% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 7.37 M | $8.31 M | 113,947.90% | 1.66% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 7.08 M | $6.28 B | -2.34% | 1.59% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 4.48 M | $3.97 B | -7.00% | 1.01% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 4.38 M | $3.88 B | 1.39% | 0.99% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4.02 M | $3.57 B | 0.37% | 0.91% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 3.97 M | $3.52 B | 1.45% | 0.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 3.70 M | $3.28 B | 24.67% | 0.83% |
| INVESCO LTD. | 11/12/2024 | 3.67 M | $3.26 B | 19.51% | 0.83% |
| JPMORGAN CHASE & CO | 11/08/2024 | 3.58 M | $3.18 B | -3.93% | 0.81% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 3.52 M | $3.12 B | -3.94% | 0.79% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.49 M | $3.09 B | 12.38% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.41 M | $3.03 B | -6.46% | 0.77% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 3.40 M | $3.01 B | 3.83% | 0.77% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3.27 M | $2.90 B | -0.86% | 0.74% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 3.03 M | $2.69 B | 2.66% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.81 M | $2.49 B | 1.16% | 0.63% |
| UBS GROUP AG | 11/14/2024 | 2.59 M | $2.29 B | 1.02% | 0.58% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 2.53 M | $2.24 B | 8.82% | 0.57% |
| AMUNDI | 11/13/2024 | 2.07 M | $1.84 B | -8.34% | 0.47% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 1.87 M | $1.66 B | 2.70% | 0.42% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.80 M | $1.60 B | 17.28% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.77 M | $1.57 B | 23.41% | 0.40% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 1.73 M | $1.53 B | 1.70% | 0.39% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.61 M | $1.43 B | 25.73% | 0.36% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.58 M | $1.40 B | 8.54% | 0.36% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.51 M | $1.34 B | -3.95% | 0.34% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.43 M | $1.27 B | 2.36% | 0.32% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 1.38 M | $1.22 B | -3.01% | 0.31% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.32 M | $1.17 B | 0.21% | 0.30% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.31 M | $1.16 B | -2.13% | 0.29% |
| BARCLAYS PLC | 11/19/2024 | 1.24 M | $1.10 B | -8.83% | 0.28% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 1.19 M | $1.06 B | -3.57% | 0.27% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.06 M | $936.41 M | 2.18% | 0.24% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 990,885 | $878.43 M | -2.14% | 0.22% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 988,380 | $879.42 M | -1.34% | 0.22% |
| RHUMBLINE ADVISERS | 11/12/2024 | 899,549 | $797.47 M | -2.32% | 0.20% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 876,365 | $776.92 M | -2.14% | 0.20% |
| EVERETT HARRIS & CO /CA/ | 10/18/2024 | 855,370 | $758.30 M | -0.42% | 0.19% |
| PROVIDENT TRUST CO | 11/01/2024 | 838,129 | $743.02 M | -0.28% | 0.19% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 830,171 | $735.96 M | -4.17% | 0.19% |
| LPL FINANCIAL LLC | 11/08/2024 | 818,807 | $725.89 M | 7.53% | 0.18% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 812,686 | $720.46 M | 15.43% | 0.18% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 11/08/2024 | 801,658 | $710.69 M | 13.92% | 0.18% |
| BESSEMER GROUP INC | 11/12/2024 | 784,653 | $695.61 M | 0.17% | 0.18% |
Costco Wholesale Corporationinstitutional Ownership - FAQ's
During the previous two years, 4461 institutional investors and hedge funds held shares of Costco Wholesale Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 41.75 M
BlackRock Funding, Inc. /DE: 33.56 M
STATE STREET CORP: 18.04 M
GEODE CAPITAL MANAGEMENT, LLC: 9.49 M
MORGAN STANLEY: 9.45 M
FMR LLC: 9.31 M
68.16% of Costco Wholesale Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 396.80 M shares in the last 24 months. This purchase volume represents approximately $378.53 B in transactions.