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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
32,506
shares
|
$31.2 Million
1.23% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
32,345
shares
|
$31.1 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
32,322
shares
|
$31 Million
0.58% of portfolio
|
Q2 2025
Added 36.27%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
32,317
shares
|
$31 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
32,283
shares
|
$31 Million
4.35% of portfolio
|
Q3 2023
Reduced 15.28%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
32,208
shares
|
$30.9 Million
0.38% of portfolio
|
Q2 2025
Added 49.17%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
32,195
shares
|
$30.9 Million
4.03% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
32,188
shares
|
$30.9 Million
6.03% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
32,157
shares
|
$30.9 Million
3.62% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
32,011
shares
|
$30.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 67.14%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
31,895
shares
|
$30.6 Million
0.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
31,893
shares
|
$30.6 Million
0.75% of portfolio
|
Q2 2025
Added 132.56%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
31,709
shares
|
$30.4 Million
0.4% of portfolio
|
Q2 2025
Added 159.76%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
31,682
shares
|
$30.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
31,611
shares
|
$30.3 Million
0.59% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
31,317
shares
|
$30.1 Million
0.71% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
31,276
shares
|
$30 Million
2.07% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Unio Capital LLC
|
Aug 14, 2025 Q2 2025 |
30,864
shares
|
$29.6 Million
9.0% of portfolio
|
Q2 2025
Added 88.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
30,713
shares
|
$29.5 Million
0.12% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
30,533
shares
|
$29.3 Million
0.34% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
30,530
shares
|
$29.3 Million
0.9% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
30,487
shares
|
$29.3 Million
2.31% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,428
shares
|
$29.2 Million
1.45% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
29,921
shares
|
$28.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
29,863
shares
|
$28.7 Million
0.58% of portfolio
|
Q2 2025
Added 7.4%
|