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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,250
shares
|
$7.87 Million
0.67% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,206
shares
|
$7.83 Million
1.43% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
8,202
shares
|
$7.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 81.89%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,200
shares
|
$7.82 Million
0.66% of portfolio
|
Q2 2025
Added 212.74%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
8,193
shares
|
$7.82 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
8,176
shares
|
$7.8 Million
2.86% of portfolio
|
Q4 2022
Reduced 16.2%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,166
shares
|
$7.79 Million
0.41% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
8,158
shares
|
$7.78 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
8,130
shares
|
$7.76 Million
0.16% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
8,117
shares
|
$7.74 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
8,109
shares
|
$7.74 Million
2.77% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,081
shares
|
$7.71 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
8,066
shares
|
$7.69 Million
2.53% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
8,058
shares
|
$7.69 Million
3.12% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
8,040
shares
|
$7.67 Million
4.95% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
8,036
shares
|
$7.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
8,033
shares
|
$7.66 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
8,003
shares
|
$7.63 Million
0.52% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
7,991
shares
|
$7.62 Million
0.95% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
7,990
shares
|
$7.62 Million
1.13% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,942
shares
|
$7.58 Million
0.82% of portfolio
|
Q1 2025
Reduced 52.89%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
7,930
shares
|
$7.56 Million
2.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
7,928
shares
|
$7.56 Million
1.17% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,908
shares
|
$7.54 Million
0.25% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
7,904
shares
|
$7.54 Million
1.85% of portfolio
|
Q1 2025
Reduced 6.68%
|