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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
10,164
shares
|
$9.97 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
10,159
shares
|
$9.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
10,156
shares
|
$9.96 Million
0.22% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,130
shares
|
$9.94 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
10,110
shares
|
$9.92 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
10,089
shares
|
$9.9 Million
1.35% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
10,083
shares
|
$9.89 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
10,083
shares
|
$9.89 Million
3.77% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,065
shares
|
$9.87 Million
0.93% of portfolio
|
Q4 2022
Reduced 7.23%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
10,065
shares
|
$9.87 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,051
shares
|
$9.86 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,046
shares
|
$9.85 Million
0.15% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,039
shares
|
$9.85 Million
0.31% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
10,037
shares
|
$9.85 Million
7.74% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
10,021
shares
|
$9.83 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
10,021
shares
|
$9.83 Million
1.39% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Mufg Securities Emea PLC
London, X0 |
May 12, 2025 Q1 2025 |
10,000
shares
|
$9.81 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,986
shares
|
$9.8 Million
1.13% of portfolio
|
Q2 2024
Added 1467.66%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
9,979
shares
|
$9.79 Million
1.98% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,959
shares
|
$9.77 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
9,945
shares
|
$9.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 71.28%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
9,940
shares
|
$9.75 Million
1.4% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
9,930
shares
|
$9.74 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,929
shares
|
$9.74 Million
1.16% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
9,929
shares
|
$9.74 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.17%
|