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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
38,662
shares
|
$38 Million
2.76% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
38,532
shares
|
$37.8 Million
0.48% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
38,351
shares
|
$37.7 Million
0.73% of portfolio
|
Q1 2025
Added 5548.16%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
38,242
shares
|
$37.6 Million
2.72% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
38,221
shares
|
$37.5 Million
0.72% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
37,906
shares
|
$37.2 Million
2.21% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
37,502
shares
|
$36.8 Million
0.25% of portfolio
|
Q1 2025
Added 40.94%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
37,235
shares
|
$36.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
36,666
shares
|
$36 Million
1.71% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
36,635
shares
|
$36 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
36,348
shares
|
$35.7 Million
3.95% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
35,556
shares
|
$34.9 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
35,554
shares
|
$34.9 Million
1.16% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
35,543
shares
|
$34.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
35,454
shares
|
$34.8 Million
2.27% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
35,405
shares
|
$34.8 Million
7.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
35,370
shares
|
$34.7 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
35,287
shares
|
$34.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
35,183
shares
|
$34.6 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
34,974
shares
|
$34.3 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
34,881
shares
|
$34.3 Million
1.09% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
34,818
shares
|
$34.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 36.37%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
34,736
shares
|
$34.1 Million
5.31% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,703
shares
|
$34.1 Million
0.24% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
34,599
shares
|
$34 Million
2.81% of portfolio
|
Q1 2025
Added 0.22%
|