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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
29,828
shares
|
$28.7 Million
1.93% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,763
shares
|
$28.7 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
29,700
shares
|
$28.6 Million
1.03% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
29,555
shares
|
$28.5 Million
0.3% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
29,456
shares
|
$28.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
29,361
shares
|
$28.3 Million
1.27% of portfolio
|
Q3 2023
Reduced 3.32%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
29,200
shares
|
$28.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
29,183
shares
|
$28.1 Million
2.73% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,122
shares
|
$28 Million
0.25% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
29,010
shares
|
$27.9 Million
0.83% of portfolio
|
Q2 2025
Added 23.8%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
29,003
shares
|
$27.9 Million
0.72% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,944
shares
|
$27.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
28,674
shares
|
$27.6 Million
0.73% of portfolio
|
Q2 2025
Added 33.65%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
28,418
shares
|
$27.4 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
28,409
shares
|
$27.4 Million
0.33% of portfolio
|
Q2 2025
Added 70.91%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
28,341
shares
|
$27.3 Million
2.25% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
28,280
shares
|
$27.2 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
28,280
shares
|
$27.2 Million
7.53% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
28,258
shares
|
$27.2 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,253
shares
|
$27.2 Million
0.57% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
28,244
shares
|
$27.2 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
28,105
shares
|
$27.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
28,014
shares
|
$27 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
27,932
shares
|
$26.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
27,777
shares
|
$26.8 Million
5.04% of portfolio
|
Q2 2025
Reduced 1.31%
|