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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,959
shares
|
$23.1 Million
0.47% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
23,905
shares
|
$23 Million
1.62% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
23,900
shares
|
$23 Million
1.39% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
23,883
shares
|
$23 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
23,867
shares
|
$23 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,801
shares
|
$22.9 Million
3.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Artha Asset Management LLC
Hoboken, NJ |
Nov 14, 2022 Q3 2022 |
23,800
shares
|
$22.9 Million
12.44% of portfolio
|
Q3 2022
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,751
shares
|
$22.9 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Aug 08, 2025 Q2 2025 |
23,700
shares
|
$22.8 Million
0.19% of portfolio
|
Q2 2025
Added 82.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
23,547
shares
|
$22.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,488
shares
|
$22.6 Million
1.04% of portfolio
|
Q3 2022
Reduced 48.38%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
23,467
shares
|
$22.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,301
shares
|
$22.4 Million
0.79% of portfolio
|
Q2 2022
Added 6.71%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
23,250
shares
|
$22.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
23,197
shares
|
$22.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
23,115
shares
|
$22.3 Million
4.35% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
23,069
shares
|
$22.2 Million
0.57% of portfolio
|
Q2 2025
Added 430.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,977
shares
|
$22.1 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
22,895
shares
|
$22 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
22,886
shares
|
$22 Million
2.31% of portfolio
|
Q2 2025
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
22,831
shares
|
$22 Million
7.84% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
22,793
shares
|
$22 Million
0.73% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22,782
shares
|
$21.9 Million
0.29% of portfolio
|
Q2 2025
Added 219.03%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
22,754
shares
|
$21.9 Million
0.8% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
22,722
shares
|
$21.9 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.11%
|