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 4,415 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 $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
73,631
shares
|
$72.3 Million
0.27% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
73,482
shares
|
$72.2 Million
0.72% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
73,430
shares
|
$72.1 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
73,374
shares
|
$72.1 Million
2.21% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
73,310
shares
|
$72 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
72,988
shares
|
$71.7 Million
3.46% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
72,264
shares
|
$71 Million
1.08% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
72,165
shares
|
$70.9 Million
1.29% of portfolio
|
Q1 2025
Added 37.3%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
71,923
shares
|
$70.6 Million
1.43% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,722
shares
|
$70.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,164
shares
|
$69.9 Million
0.43% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
70,344
shares
|
$69.1 Million
2.4% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
70,343
shares
|
$69.1 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
70,125
shares
|
$68.9 Million
0.73% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
70,068
shares
|
$68.8 Million
0.57% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
70,063
shares
|
$68.8 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
70,049
shares
|
$68.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
69,932
shares
|
$68.7 Million
0.82% of portfolio
|
Q4 2022
Added 1.24%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
69,831
shares
|
$68.6 Million
6.22% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
68,673
shares
|
$67.4 Million
2.95% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
68,380
shares
|
$67.2 Million
3.26% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
68,356
shares
|
$67.1 Million
9.74% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
67,863
shares
|
$66.6 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
67,777
shares
|
$66.6 Million
0.3% of portfolio
|
Q3 2022
Added 6.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
67,759
shares
|
$66.5 Million
0.27% of portfolio
|
Q1 2025
Added 59.83%
|