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 |
|---|---|---|---|---|---|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
15,342
shares
|
$15 Million
4.28% of portfolio
|
Q1 2025
Added 83.32%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
15,270
shares
|
$15 Million
0.89% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,269
shares
|
$15 Million
0.74% of portfolio
|
Q4 2024
Added 752.54%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
15,238
shares
|
$14.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
15,222
shares
|
$14.9 Million
0.6% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
15,168
shares
|
$14.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,163
shares
|
$14.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
15,160
shares
|
$14.9 Million
2.44% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
15,100
shares
|
$14.8 Million
0.43% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
15,099
shares
|
$14.8 Million
6.53% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
15,086
shares
|
$14.8 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Chapman Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,058
shares
|
$14.8 Million
11.19% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,035
shares
|
$14.7 Million
0.35% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
15,029
shares
|
$14.7 Million
0.39% of portfolio
|
Q3 2022
Added 73.91%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,975
shares
|
$14.7 Million
0.97% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
14,929
shares
|
$14.6 Million
0.67% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
14,838
shares
|
$14.6 Million
2.0% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
14,837
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
14,814
shares
|
$14.5 Million
4.97% of portfolio
|
Q1 2025
Added 1974.79%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,768
shares
|
$14.5 Million
0.29% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
14,759
shares
|
$14.5 Million
3.58% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
14,753
shares
|
$14.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 37.69%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
14,744
shares
|
$14.5 Million
0.59% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
14,704
shares
|
$14.4 Million
8.48% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Infusive Asset Management Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,654
shares
|
$14.4 Million
6.43% of portfolio
|
Q1 2025
Added 36.79%
|