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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
52,225
shares
|
$51.3 Million
1.81% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
52,182
shares
|
$51.2 Million
5.22% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
52,154
shares
|
$51.2 Million
3.91% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
52,017
shares
|
$51.1 Million
0.08% of portfolio
|
Q1 2025
Added 67.01%
|
|
|
Pacific Heights Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
52,000
shares
|
$51.1 Million
3.45% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
51,508
shares
|
$50.6 Million
0.77% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
51,433
shares
|
$50.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
51,137
shares
|
$50.2 Million
2.46% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
50,958
shares
|
$50 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
50,947
shares
|
$50 Million
0.03% of portfolio
|
Q1 2025
Reduced 64.27%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
50,471
shares
|
$49.6 Million
3.58% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
50,318
shares
|
$49.4 Million
0.39% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
50,024
shares
|
$49.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Rheos Capital Works Inc.
|
Apr 14, 2025 Q1 2025 |
50,000
shares
|
$49.1 Million
3.85% of portfolio
|
Q1 2025
Added 111.86%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
49,489
shares
|
$48.6 Million
0.6% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
May 15, 2025 Q1 2025 |
49,394
shares
|
$48.5 Million
1.83% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
49,383
shares
|
$48.5 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
49,260
shares
|
$48.4 Million
0.48% of portfolio
|
Q1 2025
Added 80.86%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
48,542
shares
|
$47.7 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
48,518
shares
|
$47.6 Million
3.11% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
48,371
shares
|
$47.5 Million
0.73% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
48,338
shares
|
$47.5 Million
3.85% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
48,291
shares
|
$47.4 Million
0.93% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
48,086
shares
|
$47.2 Million
1.48% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
47,915
shares
|
$47.1 Million
3.0% of portfolio
|
Q1 2025
Added 43.77%
|