Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,520 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $292 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
92,237
shares
|
$88.6 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
91,829
shares
|
$88.2 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
91,773
shares
|
$88.1 Million
0.64% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
91,658
shares
|
$88 Million
1.18% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Worldly Partners Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
91,519
shares
|
$87.9 Million
49.67% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
90,544
shares
|
$86.9 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
90,271
shares
|
$86.7 Million
0.72% of portfolio
|
Q2 2025
Added 28.73%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
88,797
shares
|
$85.3 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
88,276
shares
|
$84.8 Million
1.53% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
87,517
shares
|
$84 Million
3.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
87,426
shares
|
$83.9 Million
0.47% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
87,252
shares
|
$83.8 Million
0.54% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
85,479
shares
|
$82.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
85,210
shares
|
$81.8 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
83,402
shares
|
$80.1 Million
0.8% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
83,241
shares
|
$79.9 Million
0.63% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
82,165
shares
|
$78.9 Million
1.15% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
81,855
shares
|
$78.6 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
81,181
shares
|
$77.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
80,548
shares
|
$77.3 Million
0.7% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
80,532
shares
|
$77.3 Million
2.44% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
80,392
shares
|
$77.2 Million
1.03% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
79,714
shares
|
$76.5 Million
0.38% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
79,242
shares
|
$76.1 Million
0.28% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
79,157
shares
|
$76 Million
0.3% of portfolio
|
Q2 2025
Added 16.82%
|