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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,301
shares
|
$22.9 Million
0.79% of portfolio
|
Q2 2022
Added 6.71%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
23,146
shares
|
$22.7 Million
0.35% of portfolio
|
Q1 2025
Added 961.74%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
23,126
shares
|
$22.7 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
22,941
shares
|
$22.5 Million
7.67% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
22,880
shares
|
$22.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 68.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,831
shares
|
$22.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
22,793
shares
|
$22.4 Million
0.73% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
22,748
shares
|
$22.3 Million
2.19% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,397
shares
|
$22 Million
0.32% of portfolio
|
Q3 2022
Added 2.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
22,379
shares
|
$22 Million
0.71% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
22,283
shares
|
$21.9 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
22,201
shares
|
$21.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
22,200
shares
|
$21.8 Million
1.52% of portfolio
|
Q2 2024
Reduced 18.98%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
22,168
shares
|
$21.8 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
22,115
shares
|
$21.7 Million
10.46% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
22,091
shares
|
$21.7 Million
1.51% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
22,041
shares
|
$21.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 77.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
21,981
shares
|
$21.6 Million
1.18% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
21,929
shares
|
$21.5 Million
1.99% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
21,919
shares
|
$21.5 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
21,867
shares
|
$21.5 Million
3.38% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
21,825
shares
|
$21.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
21,746
shares
|
$21.4 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,716
shares
|
$21.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
21,712
shares
|
$21.3 Million
0.54% of portfolio
|
Q1 2025
Added 3.91%
|