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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
24,911
shares
|
$24.5 Million
0.35% of portfolio
|
Q1 2023
Added 717.29%
|
|
|
F
|
May 14, 2025 Q1 2025 |
24,631
shares
|
$24.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
24,622
shares
|
$24.2 Million
3.56% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
24,534
shares
|
$24.1 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,499
shares
|
$24.1 Million
1.25% of portfolio
|
Q4 2023
Added 3.37%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
24,422
shares
|
$24 Million
0.66% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
24,396
shares
|
$24 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
24,300
shares
|
$23.9 Million
1.54% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
24,259
shares
|
$23.8 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
24,056
shares
|
$23.6 Million
0.81% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
23,969
shares
|
$23.5 Million
4.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
23,963
shares
|
$23.5 Million
1.68% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,959
shares
|
$23.5 Million
0.47% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,867
shares
|
$23.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
23,824
shares
|
$23.4 Million
0.49% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,801
shares
|
$23.4 Million
3.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Artha Asset Management LLC
Hoboken, NJ |
Nov 14, 2022 Q3 2022 |
23,800
shares
|
$23.4 Million
12.44% of portfolio
|
Q3 2022
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
23,719
shares
|
$23.3 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
23,573
shares
|
$23.2 Million
0.94% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
23,503
shares
|
$23.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,488
shares
|
$23.1 Million
1.04% of portfolio
|
Q3 2022
Reduced 48.38%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
23,450
shares
|
$23 Million
4.71% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
23,433
shares
|
$23 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
23,404
shares
|
$23 Million
0.76% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
23,352
shares
|
$22.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.5%
|