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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,280
shares
|
$24.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,255
shares
|
$24.3 Million
0.58% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
25,144
shares
|
$24.2 Million
2.85% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,129
shares
|
$24.2 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
25,120
shares
|
$24.2 Million
2.47% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
25,074
shares
|
$24.1 Million
2.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
25,060
shares
|
$24.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.4%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
25,037
shares
|
$24.1 Million
3.57% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
24,963
shares
|
$24 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
24,911
shares
|
$24 Million
0.35% of portfolio
|
Q1 2023
Added 717.29%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
24,734
shares
|
$23.8 Million
6.65% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
24,662
shares
|
$23.8 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
24,580
shares
|
$23.7 Million
0.41% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
24,534
shares
|
$23.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,499
shares
|
$23.6 Million
1.25% of portfolio
|
Q4 2023
Added 3.37%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
24,396
shares
|
$23.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
24,309
shares
|
$23.4 Million
0.69% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
24,254
shares
|
$23.4 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
24,131
shares
|
$23.2 Million
0.81% of portfolio
|
Q2 2025
Added 72.76%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
24,130
shares
|
$23.2 Million
3.35% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,128
shares
|
$23.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
24,018
shares
|
$23.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
24,011
shares
|
$23.1 Million
0.2% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
24,000
shares
|
$23.1 Million
0.38% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
23,963
shares
|
$23.1 Million
1.66% of portfolio
|
Q3 2024
Reduced 15.62%
|