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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,027
shares
|
$13.8 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,020
shares
|
$13.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,968
shares
|
$13.7 Million
0.53% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,922
shares
|
$13.7 Million
0.42% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
13,900
shares
|
$13.6 Million
1.43% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
13,890
shares
|
$13.6 Million
2.62% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,881
shares
|
$13.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
13,874
shares
|
$13.6 Million
2.57% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
13,822
shares
|
$13.6 Million
5.19% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
13,714
shares
|
$13.5 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
13,709
shares
|
$13.4 Million
0.43% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
13,700
shares
|
$13.4 Million
0.53% of portfolio
|
Q1 2025
Added 39.8%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
13,658
shares
|
$13.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
13,638
shares
|
$13.4 Million
2.13% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
13,601
shares
|
$13.3 Million
7.72% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,599
shares
|
$13.3 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
13,567
shares
|
$13.3 Million
1.07% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
13,544
shares
|
$13.3 Million
3.99% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
13,513
shares
|
$13.3 Million
3.59% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,492
shares
|
$13.2 Million
0.41% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
13,483
shares
|
$13.2 Million
0.91% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,426
shares
|
$13.2 Million
0.56% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
13,391
shares
|
$13.1 Million
2.91% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
13,389
shares
|
$13.1 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,386
shares
|
$13.1 Million
0.79% of portfolio
|
Q1 2025
Added 2.01%
|