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 4,319 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
47,590
shares
|
$45 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
47,480
shares
|
$44.9 Million
3.05% of portfolio
|
Q4 2024
Added 419.19%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
47,292
shares
|
$44.7 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
46,898
shares
|
$44.4 Million
2.47% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
46,850
shares
|
$44.3 Million
0.67% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
46,633
shares
|
$44.1 Million
0.64% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
46,424
shares
|
$43.9 Million
3.17% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
46,376
shares
|
$43.9 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
46,100
shares
|
$43.6 Million
0.61% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
46,065
shares
|
$43.6 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
45,984
shares
|
$43.5 Million
0.88% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
45,675
shares
|
$43.2 Million
0.52% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,583
shares
|
$43.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
45,098
shares
|
$42.7 Million
1.83% of portfolio
|
Q3 2022
Added 61.51%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
44,215
shares
|
$41.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
44,184
shares
|
$41.8 Million
0.69% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
43,435
shares
|
$41.1 Million
3.32% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
43,312
shares
|
$41 Million
1.23% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
43,204
shares
|
$40.9 Million
0.54% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,860
shares
|
$40.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 43.47%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
42,427
shares
|
$40.1 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
42,395
shares
|
$40.1 Million
0.18% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
42,351
shares
|
$40.1 Million
0.25% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
42,302
shares
|
$40 Million
0.11% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
42,067
shares
|
$39.8 Million
1.66% of portfolio
|
Q4 2024
Added 5.11%
|