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 |
|---|---|---|---|---|---|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
13,315
shares
|
$13.1 Million
0.75% of portfolio
|
Q1 2025
Added 1689.65%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,205
shares
|
$13 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,190
shares
|
$12.9 Million
0.26% of portfolio
|
Q2 2020
Added 10.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,190
shares
|
$12.9 Million
0.26% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
13,130
shares
|
$12.9 Million
2.07% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,091
shares
|
$12.8 Million
0.29% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,077
shares
|
$12.8 Million
0.26% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
13,021
shares
|
$12.8 Million
1.05% of portfolio
|
Q2 2024
Added 205.23%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
13,004
shares
|
$12.8 Million
2.6% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
13,004
shares
|
$12.8 Million
1.15% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
May 05, 2025 Q1 2025 |
13,000
shares
|
$12.8 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
13,000
shares
|
$12.8 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
12,991
shares
|
$12.7 Million
1.98% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
12,983
shares
|
$12.7 Million
3.34% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
12,980
shares
|
$12.7 Million
7.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
12,911
shares
|
$12.7 Million
3.1% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
12,897
shares
|
$12.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,890
shares
|
$12.6 Million
0.12% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
12,869
shares
|
$12.6 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
12,859
shares
|
$12.6 Million
1.84% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
12,849
shares
|
$12.6 Million
2.99% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
12,777
shares
|
$12.5 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ctc LLC
|
May 15, 2025 Q1 2025 |
12,745
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.92%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
12,743
shares
|
$12.5 Million
0.75% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,729
shares
|
$12.5 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.39%
|