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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,912
shares
|
$18.2 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,859
shares
|
$18.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
18,848
shares
|
$18.2 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
18,838
shares
|
$18.1 Million
1.01% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
18,817
shares
|
$18.1 Million
4.52% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
18,810
shares
|
$18.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,793
shares
|
$18.1 Million
0.05% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
18,683
shares
|
$18 Million
4.77% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
18,606
shares
|
$17.9 Million
0.61% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,521
shares
|
$17.8 Million
1.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,501
shares
|
$17.8 Million
0.81% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,385
shares
|
$17.7 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
18,373
shares
|
$17.7 Million
0.59% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
18,302
shares
|
$17.6 Million
0.25% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,245
shares
|
$17.6 Million
0.52% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
18,206
shares
|
$17.5 Million
8.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
18,132
shares
|
$17.5 Million
0.93% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
18,115
shares
|
$17.4 Million
6.99% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
18,108
shares
|
$17.4 Million
0.48% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
18,009
shares
|
$17.3 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,922
shares
|
$17.3 Million
3.46% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
17,737
shares
|
$17.1 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
17,639
shares
|
$17 Million
0.35% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
17,631
shares
|
$17 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
17,630
shares
|
$17 Million
4.51% of portfolio
|
Q2 2025
Reduced 1.63%
|