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 4,530 institutions that hold shares in the stock, with a total of 295 Million shares, which have been reported (via 13F filing form) to have a value of $269 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
40,108
shares
|
$36.6 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Unio Capital LLC
|
Nov 14, 2025 Q3 2025 |
39,999
shares
|
$36.5 Million
8.82% of portfolio
|
Q3 2025
Added 29.6%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
39,928
shares
|
$36.4 Million
0.31% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
39,868
shares
|
$36.4 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
39,768
shares
|
$36.3 Million
3.58% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
39,743
shares
|
$36.3 Million
0.52% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
39,649
shares
|
$36.2 Million
0.22% of portfolio
|
Q3 2025
Added 4700.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
39,613
shares
|
$36.2 Million
1.14% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
39,569
shares
|
$36.1 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
39,549
shares
|
$36.1 Million
0.54% of portfolio
|
Q4 2025
Added 169.44%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
39,518
shares
|
$36.1 Million
2.22% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,428
shares
|
$36 Million
0.28% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
39,346
shares
|
$35.9 Million
1.02% of portfolio
|
Q1 2024
Reduced 21.35%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
39,282
shares
|
$35.8 Million
0.42% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
39,205
shares
|
$35.8 Million
0.93% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
39,150
shares
|
$35.7 Million
0.33% of portfolio
|
Q2 2019
Added 0.38%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
38,547
shares
|
$35.2 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
38,449
shares
|
$35.1 Million
0.42% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
United American Securities Inc. (D
New York, NY |
Nov 12, 2025 Q3 2025 |
38,403
shares
|
$35 Million
7.52% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
38,395
shares
|
$35 Million
1.01% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
38,347
shares
|
$35 Million
0.15% of portfolio
|
Q3 2025
Added 74.53%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
38,106
shares
|
$34.8 Million
0.63% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
37,712
shares
|
$34.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
37,557
shares
|
$34.3 Million
0.5% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
37,244
shares
|
$34 Million
2.37% of portfolio
|
Q4 2025
Reduced 1.43%
|
|