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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
35,370
shares
|
$34 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,137
shares
|
$33.7 Million
0.24% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
35,114
shares
|
$33.7 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kp Management LLC
Edina, MN |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$33.6 Million
7.27% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
34,969
shares
|
$33.6 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
34,753
shares
|
$33.4 Million
0.82% of portfolio
|
Q2 2025
Added 346.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
34,618
shares
|
$33.2 Million
0.29% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
General American Investors CO Inc
|
Aug 01, 2025 Q2 2025 |
34,500
shares
|
$33.1 Million
2.34% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
34,316
shares
|
$32.9 Million
2.67% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
34,248
shares
|
$32.9 Million
5.22% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
33,897
shares
|
$32.5 Million
0.3% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
33,712
shares
|
$32.4 Million
3.96% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
33,636
shares
|
$32.3 Million
7.98% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
33,611
shares
|
$32.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 71.87%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
33,581
shares
|
$32.2 Million
3.58% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
33,543
shares
|
$32.2 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
33,495
shares
|
$32.2 Million
0.55% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
33,488
shares
|
$32.2 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
33,441
shares
|
$32.1 Million
3.76% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
33,424
shares
|
$32.1 Million
1.15% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
33,371
shares
|
$32 Million
1.18% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,226
shares
|
$31.9 Million
1.68% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
32,937
shares
|
$31.6 Million
0.75% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
32,915
shares
|
$31.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jul 17, 2025 Q2 2025 |
32,817
shares
|
$31.5 Million
6.38% of portfolio
|
Q2 2025
Reduced 3.47%
|