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 4,437 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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
3,460
shares
|
$3.26 Million
0.64% of portfolio
|
Q1 2025
Reduced 26.4%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,458
shares
|
$3.26 Million
3.05% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,444
shares
|
$3.24 Million
0.47% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,441
shares
|
$3.24 Million
0.26% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
3,431
shares
|
$3.23 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,428
shares
|
$3.23 Million
1.74% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
3,426
shares
|
$3.23 Million
3.37% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
3,423
shares
|
$3.22 Million
0.35% of portfolio
|
Q1 2025
Reduced 33.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,421
shares
|
$3.22 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,417
shares
|
$3.22 Million
0.4% of portfolio
|
Q1 2025
Added 163.86%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
3,415
shares
|
$3.22 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,414
shares
|
$3.21 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
3,408
shares
|
$3.21 Million
2.73% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
3,406
shares
|
$3.21 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,399
shares
|
$3.2 Million
0.38% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,396
shares
|
$3.2 Million
0.89% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
3,393
shares
|
$3.19 Million
0.27% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
3,389
shares
|
$3.19 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,385
shares
|
$3.19 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
3,375
shares
|
$3.18 Million
4.77% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,373
shares
|
$3.18 Million
0.2% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,371
shares
|
$3.17 Million
0.89% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
3,369
shares
|
$3.17 Million
1.48% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,368
shares
|
$3.17 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
3,362
shares
|
$3.17 Million
1.64% of portfolio
|
Q1 2025
Added 4.41%
|