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 |
|---|---|---|---|---|---|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
43,183
shares
|
$41.5 Million
2.03% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
42,911
shares
|
$41.2 Million
1.49% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
42,855
shares
|
$41.1 Million
1.66% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
42,788
shares
|
$41.1 Million
2.08% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,784
shares
|
$41.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
42,427
shares
|
$40.7 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
42,405
shares
|
$40.7 Million
3.34% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
42,242
shares
|
$40.6 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
42,087
shares
|
$40.4 Million
1.58% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
41,927
shares
|
$40.3 Million
0.49% of portfolio
|
Q2 2025
Added 62.72%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
41,912
shares
|
$40.2 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
41,331
shares
|
$39.7 Million
0.85% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
41,151
shares
|
$39.5 Million
0.59% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
41,017
shares
|
$39.4 Million
0.97% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
United American Securities Inc. (D
New York, NY |
Aug 13, 2025 Q2 2025 |
40,933
shares
|
$39.3 Million
8.74% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,628
shares
|
$39 Million
8.93% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
40,370
shares
|
$38.8 Million
1.6% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
40,242
shares
|
$38.6 Million
1.95% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
40,207
shares
|
$38.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
40,194
shares
|
$38.6 Million
3.34% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
40,147
shares
|
$38.5 Million
2.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
39,769
shares
|
$38.2 Million
0.35% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
39,673
shares
|
$38.1 Million
0.78% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
39,667
shares
|
$38.1 Million
4.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
39,346
shares
|
$37.8 Million
1.02% of portfolio
|
Q1 2024
Reduced 21.35%
|