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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,250
shares
|
$7.94 Million
0.67% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,242
shares
|
$7.94 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
8,215
shares
|
$7.91 Million
0.88% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,206
shares
|
$7.9 Million
1.43% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,205
shares
|
$7.9 Million
0.66% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
8,202
shares
|
$7.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 81.89%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,200
shares
|
$7.9 Million
0.66% of portfolio
|
Q2 2025
Added 212.74%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,187
shares
|
$7.88 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
8,176
shares
|
$7.87 Million
2.86% of portfolio
|
Q4 2022
Reduced 16.2%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
8,175
shares
|
$7.87 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,166
shares
|
$7.86 Million
0.38% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,158
shares
|
$7.86 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,152
shares
|
$7.85 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
8,130
shares
|
$7.83 Million
0.16% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
8,120
shares
|
$7.82 Million
0.16% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,112
shares
|
$7.81 Million
0.19% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
8,109
shares
|
$7.81 Million
2.77% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
8,092
shares
|
$7.79 Million
1.33% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,091
shares
|
$7.79 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,068
shares
|
$7.77 Million
0.24% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
8,053
shares
|
$7.76 Million
0.71% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
8,052
shares
|
$7.75 Million
0.53% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
8,036
shares
|
$7.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
8,003
shares
|
$7.71 Million
0.52% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
7,991
shares
|
$7.7 Million
0.95% of portfolio
|
Q2 2025
Added 1.42%
|