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 |
|---|---|---|---|---|---|
|
Bamco Inc
New York, NY |
May 15, 2025 Q1 2025 |
6,349
shares
|
$6.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
6,343
shares
|
$6.05 Million
1.23% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$6.03 Million
0.12% of portfolio
|
Q3 2024
Added 117.13%
|
|
|
Ws Management Lllp
Jacksonville, FL |
May 14, 2025 Q1 2025 |
6,285
shares
|
$6 Million
0.68% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
6,277
shares
|
$5.99 Million
0.2% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
6,269
shares
|
$5.98 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,266
shares
|
$5.98 Million
0.19% of portfolio
|
Q3 2022
Added 3.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,262
shares
|
$5.97 Million
0.27% of portfolio
|
Q4 2023
Reduced 5.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,259
shares
|
$5.97 Million
0.56% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,241
shares
|
$5.95 Million
0.58% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,236
shares
|
$5.95 Million
0.47% of portfolio
|
Q1 2025
Added 48.94%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
6,224
shares
|
$5.94 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,221
shares
|
$5.93 Million
0.33% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
6,220
shares
|
$5.93 Million
3.4% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
6,186
shares
|
$5.9 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,171
shares
|
$5.89 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
6,162
shares
|
$5.88 Million
1.84% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,160
shares
|
$5.88 Million
4.22% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,157
shares
|
$5.87 Million
0.08% of portfolio
|
Q3 2022
Added 155.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,153
shares
|
$5.87 Million
0.36% of portfolio
|
Q3 2022
Added 34.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,146
shares
|
$5.86 Million
0.73% of portfolio
|
Q4 2024
Added 931.21%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
6,133
shares
|
$5.85 Million
1.0% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
6,131
shares
|
$5.85 Million
3.87% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,129
shares
|
$5.85 Million
0.27% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,122
shares
|
$5.84 Million
0.68% of portfolio
|
Q1 2025
Reduced 21.93%
|