Costco Wholesale Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 42.20 M | $38.67 B | 1.09% | 9.50% |
BLACKROCK, INC. | 02/07/2025 | 34.76 M | $31.85 B | 3.59% | 7.83% |
STATE STREET CORP | 02/14/2025 | 18.09 M | $16.57 B | 0.24% | 4.07% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 9.74 M | $8.90 B | 2.66% | 2.19% |
MORGAN STANLEY | 02/14/2025 | 9.57 M | $8.77 B | 1.34% | 2.16% |
FMR LLC | 02/13/2025 | 9.46 M | $8.67 B | 1.60% | 2.13% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 6.82 M | $6.25 B | -3.64% | 1.54% |
NORGES BANK | 02/12/2025 | 5.66 M | $5.18 B | 100.00% | 1.27% |
NORTHERN TRUST CORP | 02/14/2025 | 5.26 M | $4.82 B | 12.57% | 1.18% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 4.33 M | $3.97 B | -3.24% | 0.98% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 4.31 M | $3.95 B | -1.43% | 0.97% |
ROYAL BANK OF CANADA | 02/14/2025 | 4.19 M | $3.84 B | 4.06% | 0.94% |
CAPITAL WORLD INVESTORS | 02/13/2025 | 3.99 M | $3.66 B | 0.48% | 0.90% |
INVESCO LTD. | 02/13/2025 | 3.72 M | $3.40 B | 1.18% | 0.84% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 3.63 M | $3.32 B | -2.00% | 0.82% |
JPMORGAN CHASE & CO | 02/12/2025 | 3.52 M | $3.23 B | -1.70% | 0.79% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 3.50 M | $3.21 B | -0.46% | 0.79% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 3.28 M | $3.01 B | 6.80% | 0.74% |
JENNISON ASSOCIATES LLC | 01/24/2025 | 3.23 M | $2.96 B | -4.91% | 0.73% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 3.19 M | $2.92 B | -8.64% | 0.72% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 3.13 M | $2.87 B | -4.36% | 0.71% |
FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 3.08 M | $2.82 B | 1.43% | 0.69% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.90 M | $2.66 B | 3.26% | 0.65% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 2.75 M | $2.52 B | 8.93% | 0.62% |
UBS GROUP AG | 02/14/2025 | 2.66 M | $2.44 B | 2.93% | 0.60% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2.61 M | $2.39 B | -3.31% | 0.59% |
AMUNDI | 02/07/2025 | 2.30 M | $2.13 B | 11.22% | 0.52% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.96 M | $1.80 B | 8.81% | 0.44% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 1.76 M | $1.61 B | -6.09% | 0.40% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 1.71 M | $1.57 B | -0.83% | 0.39% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 04/23/2025 | 1.71 M | $1.57 B | 6.58% | 0.39% |
CITADEL ADVISORS LLC | 02/14/2025 | 1.67 M | $1.53 B | 5.68% | 0.38% |
CITADEL ADVISORS LLC | 02/14/2025 | 1.53 M | $1.40 B | -13.62% | 0.34% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 1.52 M | $1.39 B | 0.38% | 0.34% |
DEUTSCHE BANK AG\ | 02/14/2025 | 1.46 M | $1.33 B | 12.60% | 0.33% |
BARCLAYS PLC | 02/13/2025 | 1.44 M | $1.32 B | 15.72% | 0.32% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.41 M | $1.29 B | -1.36% | 0.32% |
CI PRIVATE WEALTH, LLC | 02/10/2025 | 1.37 M | $1.25 B | -0.53% | 0.31% |
RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 1.35 M | $1.24 B | 100.00% | 0.30% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 1.26 M | $1.16 B | -3.40% | 0.28% |
SWISS NATIONAL BANK | 02/10/2025 | 1.25 M | $1.15 B | -4.88% | 0.28% |
TD ASSET MANAGEMENT INC | 02/11/2025 | 1.20 M | $1.10 B | 0.51% | 0.27% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 1.07 M | $979.28 M | 55.71% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 1.06 M | $968.44 M | 0.06% | 0.24% |
HSBC HOLDINGS PLC | 02/14/2025 | 1.05 M | $962.75 M | -0.24% | 0.24% |
FRANKLIN RESOURCES INC | 02/12/2025 | 987,137 | $904.48 M | -0.13% | 0.22% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 977,971 | $896.13 M | -1.30% | 0.22% |
LPL FINANCIAL LLC | 02/11/2025 | 913,745 | $837.24 M | 11.59% | 0.21% |
RHUMBLINE ADVISERS | 01/30/2025 | 884,288 | $810.25 M | -1.70% | 0.20% |
EVERETT HARRIS & CO /CA/ | 01/24/2025 | 851,949 | $780.62 M | -0.40% | 0.19% |
Costco Wholesale Corporation institutional Ownership - FAQ's
During the previous two years, 3537 institutional investors and hedge funds held shares of Costco Wholesale Corporation. The most heavily invested institutionals were:
XY Planning Network, Inc.: 0
Live Oak Investment Partners: 0
O'Dell Group, LLC: 0
Tennessee Valley Asset Management Partners: 0
New Century Financial Group, LLC: 0
FNY Investment Advisers, LLC: 0
68.49% of Costco Wholesale Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 393.94 M shares in the last 24 months. This purchase volume represents approximately $383.02 B in transactions.