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 $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
21,594
shares
|
$20.8 Million
0.67% of portfolio
|
Q2 2025
Added 470.67%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
21,531
shares
|
$20.7 Million
0.48% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
21,524
shares
|
$20.7 Million
0.48% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
21,514
shares
|
$20.7 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
21,505
shares
|
$20.7 Million
0.87% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
21,493
shares
|
$20.7 Million
2.67% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
21,445
shares
|
$20.7 Million
0.29% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
21,275
shares
|
$20.5 Million
0.69% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,173
shares
|
$20.4 Million
0.29% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
21,130
shares
|
$20.3 Million
0.49% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
21,083
shares
|
$20.3 Million
3.12% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
21,076
shares
|
$20.3 Million
0.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
21,038
shares
|
$20.3 Million
1.58% of portfolio
|
Q2 2025
Added 61.57%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
21,023
shares
|
$20.2 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
20,949
shares
|
$20.2 Million
0.49% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
20,911
shares
|
$20.1 Million
0.04% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
20,845
shares
|
$20.1 Million
4.83% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
20,818
shares
|
$20 Million
6.46% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,752
shares
|
$20 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
20,665
shares
|
$19.9 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
20,661
shares
|
$19.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
20,638
shares
|
$19.9 Million
3.99% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
20,605
shares
|
$19.8 Million
1.44% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20,593
shares
|
$19.8 Million
0.62% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
20,579
shares
|
$19.8 Million
0.46% of portfolio
|
Q2 2025
Added 9.17%
|