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 |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,076
shares
|
$11.8 Million
1.61% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
11,958
shares
|
$11.7 Million
0.67% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
11,912
shares
|
$11.7 Million
12.46% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
11,888
shares
|
$11.7 Million
1.99% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
11,837
shares
|
$11.6 Million
2.15% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
11,827
shares
|
$11.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
11,706
shares
|
$11.5 Million
5.05% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
11,671
shares
|
$11.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
11,667
shares
|
$11.4 Million
6.56% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
11,663
shares
|
$11.4 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
11,657
shares
|
$11.4 Million
4.09% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
11,611
shares
|
$11.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
11,576
shares
|
$11.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,558
shares
|
$11.3 Million
1.2% of portfolio
|
Q1 2025
Reduced 44.52%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
11,541
shares
|
$11.3 Million
2.73% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
11,523
shares
|
$11.3 Million
0.21% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Hoffman, Alan N Investment Management
|
Apr 08, 2025 Q1 2025 |
11,522
shares
|
$11.3 Million
5.62% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
11,500
shares
|
$11.3 Million
1.23% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
11,449
shares
|
$11.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
11,443
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,427
shares
|
$11.2 Million
0.86% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
11,415
shares
|
$11.2 Million
0.21% of portfolio
|
Q1 2025
Added 374.64%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
11,400
shares
|
$11.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
11,394
shares
|
$11.2 Million
1.57% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
11,390
shares
|
$11.2 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.64%
|