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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,122
shares
|
$28.6 Million
0.25% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
29,003
shares
|
$28.5 Million
0.88% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
28,609
shares
|
$28.1 Million
2.23% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
28,605
shares
|
$28.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,527
shares
|
$28 Million
0.26% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
28,395
shares
|
$27.9 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
28,382
shares
|
$27.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
28,280
shares
|
$27.8 Million
7.53% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
28,258
shares
|
$27.8 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
|
$27.7 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
|
$27.7 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
28,145
shares
|
$27.6 Million
5.07% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
28,014
shares
|
$27.5 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
27,846
shares
|
$27.3 Million
0.1% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
27,806
shares
|
$27.3 Million
0.63% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
27,659
shares
|
$27.2 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
27,578
shares
|
$27.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.08%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
27,482
shares
|
$27 Million
2.46% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
27,263
shares
|
$26.8 Million
0.2% of portfolio
|
Q2 2022
Added 21.17%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
27,126
shares
|
$26.6 Million
0.52% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,111
shares
|
$26.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
27,097
shares
|
$26.6 Million
3.32% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
27,081
shares
|
$26.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
26,903
shares
|
$26.4 Million
2.21% of portfolio
|
Q4 2022
Reduced 2.69%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
26,830
shares
|
$26.3 Million
0.23% of portfolio
|
Q1 2025
Added 2.24%
|