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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
20,271
shares
|
$19.5 Million
4.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
20,192
shares
|
$19.4 Million
1.47% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
20,156
shares
|
$19.4 Million
1.19% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
19,936
shares
|
$19.2 Million
2.71% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
19,782
shares
|
$19.1 Million
0.34% of portfolio
|
Q2 2025
Added 51.27%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,748
shares
|
$19 Million
2.61% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
19,746
shares
|
$19 Million
1.54% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
19,710
shares
|
$19 Million
1.85% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
19,661
shares
|
$18.9 Million
0.13% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,659
shares
|
$18.9 Million
3.52% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
19,644
shares
|
$18.9 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
19,582
shares
|
$18.9 Million
1.7% of portfolio
|
Q2 2025
Reduced 93.9%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
19,556
shares
|
$18.8 Million
2.99% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
19,544
shares
|
$18.8 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
19,508
shares
|
$18.8 Million
0.58% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,447
shares
|
$18.7 Million
2.49% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
19,441
shares
|
$18.7 Million
1.74% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
19,419
shares
|
$18.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
19,374
shares
|
$18.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,292
shares
|
$18.6 Million
0.37% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
19,271
shares
|
$18.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 42.35%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
19,230
shares
|
$18.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
19,224
shares
|
$18.5 Million
1.09% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
19,086
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
18,961
shares
|
$18.3 Million
1.21% of portfolio
|
Q2 2025
Added 10.53%
|