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 4,432 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 $280 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,868
shares
|
$4.61 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
4,867
shares
|
$4.61 Million
0.93% of portfolio
|
Q2 2025
Added 4.04%
|
|
Lincluden Management LTD
Mississauga, A6 |
May 06, 2025 Q1 2025 |
4,858
shares
|
$4.6 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
4,857
shares
|
$4.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
4,837
shares
|
$4.58 Million
3.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,824
shares
|
$4.57 Million
1.75% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,822
shares
|
$4.57 Million
0.56% of portfolio
|
Q4 2022
Added 1.26%
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,820
shares
|
$4.57 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
4,818
shares
|
$4.57 Million
0.13% of portfolio
|
Q1 2025
Added 8.29%
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
4,814
shares
|
$4.56 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
4,811
shares
|
$4.56 Million
0.97% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,805
shares
|
$4.55 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
4,799
shares
|
$4.55 Million
0.84% of portfolio
|
Q2 2025
Added 4.21%
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
4,794
shares
|
$4.54 Million
2.74% of portfolio
|
Q1 2025
Added 0.4%
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
4,786
shares
|
$4.54 Million
5.48% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
4,784
shares
|
$4.53 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
4,774
shares
|
$4.52 Million
1.96% of portfolio
|
Q1 2025
Added 11.46%
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,724
shares
|
$4.48 Million
3.69% of portfolio
|
Q2 2025
Added 2.05%
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
4,720
shares
|
$4.47 Million
0.23% of portfolio
|
Q1 2025
Added 52.9%
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,715
shares
|
$4.47 Million
1.18% of portfolio
|
Q1 2025
Added 7.01%
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,703
shares
|
$4.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.08%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
4,702
shares
|
$4.46 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Telligent Fund, LP
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
4,700
shares
|
$4.45 Million
4.94% of portfolio
|
Q1 2025
Added 4.44%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
4,690
shares
|
$4.44 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,686
shares
|
$4.44 Million
0.22% of portfolio
|
Q2 2025
Added 6.38%
|