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 |
|---|---|---|---|---|---|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
16,313
shares
|
$16 Million
1.71% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
16,278
shares
|
$16 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
16,249
shares
|
$15.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 68.47%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,193
shares
|
$15.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
16,153
shares
|
$15.8 Million
0.95% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
16,109
shares
|
$15.8 Million
3.17% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
16,099
shares
|
$15.8 Million
1.56% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
16,077
shares
|
$15.8 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
16,010
shares
|
$15.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,004
shares
|
$15.7 Million
3.43% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
15,995
shares
|
$15.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
15,971
shares
|
$15.7 Million
2.89% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,948
shares
|
$15.6 Million
1.02% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
15,777
shares
|
$15.5 Million
0.42% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
15,726
shares
|
$15.4 Million
6.6% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,697
shares
|
$15.4 Million
0.34% of portfolio
|
Q4 2023
Added 7.09%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,652
shares
|
$15.4 Million
0.08% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,615
shares
|
$15.3 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
15,607
shares
|
$15.3 Million
3.09% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
15,522
shares
|
$15.2 Million
6.27% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,489
shares
|
$15.2 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
15,487
shares
|
$15.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
15,412
shares
|
$15.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
15,383
shares
|
$15.1 Million
2.08% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
15,383
shares
|
$15.1 Million
0.39% of portfolio
|
Q1 2025
Added 7.56%
|