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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,721
shares
|
$12.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
12,720
shares
|
$12.5 Million
0.17% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
12,699
shares
|
$12.5 Million
3.48% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
12,694
shares
|
$12.5 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
12,660
shares
|
$12.4 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
12,636
shares
|
$12.4 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,606
shares
|
$12.4 Million
0.4% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
12,588
shares
|
$12.3 Million
0.63% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,517
shares
|
$12.3 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,484
shares
|
$12.2 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
12,481
shares
|
$12.2 Million
0.14% of portfolio
|
Q1 2025
Added 66.88%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
12,412
shares
|
$12.2 Million
1.12% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,389
shares
|
$12.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
12,373
shares
|
$12.1 Million
2.14% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
12,345
shares
|
$12.1 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
12,339
shares
|
$12.1 Million
0.24% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
12,339
shares
|
$12.1 Million
2.53% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
12,334
shares
|
$12.1 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
12,309
shares
|
$12.1 Million
3.75% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
12,247
shares
|
$12 Million
3.58% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
12,220
shares
|
$12 Million
1.86% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
12,207
shares
|
$12 Million
0.23% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
12,161
shares
|
$11.9 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
12,147
shares
|
$11.9 Million
1.62% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,118
shares
|
$11.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.24%
|