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 4,419 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
19,442
shares
|
$19.1 Million
0.61% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
19,353
shares
|
$19 Million
1.82% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
19,317
shares
|
$18.9 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
19,309
shares
|
$18.9 Million
1.15% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
19,224
shares
|
$18.9 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
|
$18.7 Million
0.04% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
18,946
shares
|
$18.6 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,912
shares
|
$18.6 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
18,884
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
18,877
shares
|
$18.5 Million
5.19% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,859
shares
|
$18.5 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
18,851
shares
|
$18.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
18,846
shares
|
$18.5 Million
7.34% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
18,832
shares
|
$18.5 Million
4.35% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
18,723
shares
|
$18.4 Million
10.61% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
18,707
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2023
Reduced 11.37%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
18,563
shares
|
$18.2 Million
0.59% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
18,513
shares
|
$18.2 Million
1.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
18,407
shares
|
$18.1 Million
8.13% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
18,359
shares
|
$18 Million
1.16% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
18,339
shares
|
$18 Million
1.11% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
18,319
shares
|
$18 Million
0.16% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,245
shares
|
$17.9 Million
0.52% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
18,237
shares
|
$17.9 Million
1.16% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
18,088
shares
|
$17.7 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.15%
|