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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18,063
shares
|
$17.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
17,963
shares
|
$17.6 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
17,922
shares
|
$17.6 Million
4.79% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
17,873
shares
|
$17.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
17,829
shares
|
$17.5 Million
2.2% of portfolio
|
Q1 2025
Added 38.95%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
17,737
shares
|
$17.4 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,631
shares
|
$17.3 Million
0.13% of portfolio
|
Q1 2025
Added 25.85%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
17,594
shares
|
$17.3 Million
2.55% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,500
shares
|
$17.2 Million
1.42% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
17,466
shares
|
$17.1 Million
0.53% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
17,462
shares
|
$17.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
17,461
shares
|
$17.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Northstar Asset Management Inc
Boston, MA |
May 13, 2025 Q1 2025 |
17,429
shares
|
$17.1 Million
5.25% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
17,412
shares
|
$17.1 Million
2.25% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
17,382
shares
|
$17.1 Million
2.29% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,314
shares
|
$17 Million
0.4% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
17,311
shares
|
$17 Million
3.13% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
17,270
shares
|
$16.9 Million
0.51% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,154
shares
|
$16.8 Million
2.24% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
17,154
shares
|
$16.8 Million
1.31% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
17,130
shares
|
$16.8 Million
0.78% of portfolio
|
Q1 2025
Added 67.84%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
17,084
shares
|
$16.8 Million
2.02% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
17,077
shares
|
$16.8 Million
1.67% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
17,044
shares
|
$16.7 Million
0.64% of portfolio
|
Q1 2025
Added 271.41%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,014
shares
|
$16.7 Million
4.04% of portfolio
|
Q2 2025
Added 0.14%
|