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 4,527 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
45,016
shares
|
$41.1 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
44,929
shares
|
$41 Million
0.69% of portfolio
|
Q3 2025
Added 10726.27%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
44,691
shares
|
$40.8 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
44,118
shares
|
$40.3 Million
0.97% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
43,841
shares
|
$40 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
43,756
shares
|
$39.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,685
shares
|
$39.9 Million
1.85% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
43,303
shares
|
$39.5 Million
2.8% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
43,198
shares
|
$39.4 Million
0.53% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,089
shares
|
$39.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
42,840
shares
|
$39.1 Million
0.35% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
42,836
shares
|
$39.1 Million
1.38% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,784
shares
|
$39 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
42,697
shares
|
$39 Million
0.31% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
42,608
shares
|
$38.9 Million
0.17% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
42,427
shares
|
$38.7 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
42,201
shares
|
$38.5 Million
2.56% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
42,128
shares
|
$38.4 Million
0.29% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
42,065
shares
|
$38.4 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
41,494
shares
|
$37.9 Million
0.16% of portfolio
|
Q3 2025
Added 65.58%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
41,398
shares
|
$37.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
40,998
shares
|
$37.4 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,628
shares
|
$37.1 Million
8.93% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
40,511
shares
|
$37 Million
2.9% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
40,478
shares
|
$36.9 Million
0.93% of portfolio
|
Q3 2025
Reduced 10.9%
|
|