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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
11,390
shares
|
$11.2 Million
0.35% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,374
shares
|
$11.2 Million
0.51% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
May 15, 2025 Q1 2025 |
11,350
shares
|
$11.1 Million
7.62% of portfolio
|
Q3 2024
Reduced 37.29%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,344
shares
|
$11.1 Million
3.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,328
shares
|
$11.1 Million
0.37% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
11,262
shares
|
$11 Million
0.33% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
11,198
shares
|
$11 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
11,139
shares
|
$10.9 Million
6.43% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
11,138
shares
|
$10.9 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
11,124
shares
|
$10.9 Million
7.26% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
11,106
shares
|
$10.9 Million
4.4% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
11,019
shares
|
$10.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
11,007
shares
|
$10.8 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,962
shares
|
$10.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,961
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2022
Added 112.83%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,937
shares
|
$10.7 Million
2.24% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,919
shares
|
$10.7 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,894
shares
|
$10.7 Million
2.71% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
10,878
shares
|
$10.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,833
shares
|
$10.6 Million
0.17% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,822
shares
|
$10.6 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
10,813
shares
|
$10.6 Million
1.91% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
10,803
shares
|
$10.6 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
10,802
shares
|
$10.6 Million
5.2% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,797
shares
|
$10.6 Million
0.39% of portfolio
|
Q2 2022
Added 15.55%
|