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 4,520 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,381
shares
|
$10 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
10,333
shares
|
$9.95 Million
3.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
10,296
shares
|
$9.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 32.43%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
10,246
shares
|
$9.87 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,230
shares
|
$9.85 Million
0.09% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,222
shares
|
$9.84 Million
0.42% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
10,200
shares
|
$9.82 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,198
shares
|
$9.82 Million
0.29% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
10,175
shares
|
$9.8 Million
1.19% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
10,163
shares
|
$9.79 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
10,110
shares
|
$9.74 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,110
shares
|
$9.74 Million
0.5% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
10,083
shares
|
$9.71 Million
3.77% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
10,073
shares
|
$9.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,065
shares
|
$9.69 Million
0.93% of portfolio
|
Q4 2022
Reduced 7.23%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,062
shares
|
$9.69 Million
0.32% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,046
shares
|
$9.67 Million
0.15% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
10,031
shares
|
$9.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
10,021
shares
|
$9.65 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
9,990
shares
|
$9.62 Million
1.23% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,986
shares
|
$9.62 Million
1.13% of portfolio
|
Q2 2024
Added 1467.66%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,983
shares
|
$9.61 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,959
shares
|
$9.59 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,951
shares
|
$9.58 Million
1.31% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
9,946
shares
|
$9.58 Million
0.58% of portfolio
|
Q2 2025
Added 12.82%
|