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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,631
shares
|
$31.1 Million
0.3% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
31,581
shares
|
$31 Million
3.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
31,508
shares
|
$30.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,487
shares
|
$30.9 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
31,276
shares
|
$30.7 Million
2.07% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
30,987
shares
|
$30.4 Million
0.03% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
30,955
shares
|
$30.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
30,895
shares
|
$30.3 Million
1.31% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,773
shares
|
$30.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 77.46%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,606
shares
|
$30.1 Million
0.32% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
30,530
shares
|
$30 Million
0.9% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,428
shares
|
$29.9 Million
1.45% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
30,364
shares
|
$29.8 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
30,281
shares
|
$29.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
30,210
shares
|
$29.7 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,830
shares
|
$29.3 Million
0.93% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
29,828
shares
|
$29.3 Million
1.93% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
29,555
shares
|
$29 Million
0.3% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
29,456
shares
|
$28.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
29,434
shares
|
$28.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
29,400
shares
|
$28.9 Million
1.21% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
29,361
shares
|
$28.8 Million
1.27% of portfolio
|
Q3 2023
Reduced 3.32%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
29,200
shares
|
$28.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
29,158
shares
|
$28.6 Million
0.54% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
29,141
shares
|
$28.6 Million
3.12% of portfolio
|
Q1 2025
Added 7.29%
|