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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
9,570
shares
|
$9.39 Million
6.58% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
9,505
shares
|
$9.32 Million
0.34% of portfolio
|
Q1 2025
Added 99.27%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
9,502
shares
|
$9.32 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
9,493
shares
|
$9.31 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
9,489
shares
|
$9.31 Million
0.23% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
9,484
shares
|
$9.3 Million
2.29% of portfolio
|
Q4 2023
Reduced 25.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
9,447
shares
|
$9.27 Million
0.46% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
9,432
shares
|
$9.25 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
9,411
shares
|
$9.23 Million
4.3% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Invesco, LLC
Des Plaines, IL |
Apr 23, 2025 Q1 2025 |
9,388
shares
|
$9.21 Million
3.65% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,378
shares
|
$9.2 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
9,366
shares
|
$9.19 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
9,358
shares
|
$9.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
9,347
shares
|
$9.17 Million
2.58% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
9,315
shares
|
$9.14 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,284
shares
|
$9.11 Million
0.19% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
9,281
shares
|
$9.1 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
9,274
shares
|
$9.1 Million
1.23% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,257
shares
|
$9.08 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
9,222
shares
|
$9.05 Million
0.98% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
9,210
shares
|
$9.03 Million
2.46% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,210
shares
|
$9.03 Million
0.25% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,167
shares
|
$8.99 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,153
shares
|
$8.98 Million
0.41% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
9,142
shares
|
$8.97 Million
0.33% of portfolio
|
Q1 2025
Added 43.76%
|