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 |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
9,919
shares
|
$9.73 Million
1.64% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,912
shares
|
$9.72 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,911
shares
|
$9.72 Million
0.25% of portfolio
|
Q1 2024
Added 48.22%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
9,904
shares
|
$9.71 Million
0.43% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,840
shares
|
$9.65 Million
0.78% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
9,838
shares
|
$9.65 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
9,836
shares
|
$9.65 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
9,815
shares
|
$9.63 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
9,795
shares
|
$9.61 Million
2.47% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
9,790
shares
|
$9.6 Million
0.72% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
9,770
shares
|
$9.58 Million
0.17% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,753
shares
|
$9.57 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,749
shares
|
$9.56 Million
0.34% of portfolio
|
Q2 2022
Added 5.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,740
shares
|
$9.55 Million
1.1% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,718
shares
|
$9.53 Million
0.61% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
9,717
shares
|
$9.53 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
9,712
shares
|
$9.53 Million
0.49% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
9,711
shares
|
$9.53 Million
2.36% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
9,691
shares
|
$9.51 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,680
shares
|
$9.5 Million
0.67% of portfolio
|
Q3 2022
Reduced 14.14%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
9,643
shares
|
$9.46 Million
0.18% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
9,631
shares
|
$9.45 Million
0.21% of portfolio
|
Q1 2025
Added 36.32%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
9,614
shares
|
$9.43 Million
1.9% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
9,603
shares
|
$9.42 Million
1.19% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,597
shares
|
$9.41 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.61%
|