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 4,420 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 |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
10,779
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
10,743
shares
|
$10.5 Million
2.12% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,735
shares
|
$10.5 Million
0.9% of portfolio
|
Q1 2025
Added 38.91%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
10,712
shares
|
$10.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
10,702
shares
|
$10.5 Million
0.79% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,664
shares
|
$10.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,663
shares
|
$10.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 57.63%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
10,643
shares
|
$10.4 Million
0.48% of portfolio
|
Q1 2025
Added 137.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,603
shares
|
$10.4 Million
0.36% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,575
shares
|
$10.4 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,512
shares
|
$10.3 Million
0.29% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
10,512
shares
|
$10.3 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
10,504
shares
|
$10.3 Million
9.97% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,491
shares
|
$10.3 Million
0.31% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,447
shares
|
$10.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,418
shares
|
$10.2 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,379
shares
|
$10.2 Million
0.45% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
May 09, 2025 Q1 2025 |
10,373
shares
|
$10.2 Million
6.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
10,313
shares
|
$10.1 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,291
shares
|
$10.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
10,238
shares
|
$10 Million
0.99% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
10,237
shares
|
$10 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,233
shares
|
$10 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
10,231
shares
|
$10 Million
5.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,230
shares
|
$10 Million
0.09% of portfolio
|
Q1 2024
Added 2.81%
|