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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
33,371
shares
|
$30.5 Million
1.18% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
33,358
shares
|
$30.4 Million
7.09% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
33,226
shares
|
$30.3 Million
1.68% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
General American Investors CO Inc
|
Oct 31, 2025 Q3 2025 |
33,000
shares
|
$30.1 Million
1.87% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
32,943
shares
|
$30.1 Million
2.42% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
32,873
shares
|
$30 Million
0.54% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
32,807
shares
|
$29.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
32,748
shares
|
$29.9 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,724
shares
|
$29.9 Million
0.31% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
32,707
shares
|
$29.8 Million
2.25% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
32,476
shares
|
$29.6 Million
0.26% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
32,307
shares
|
$29.5 Million
1.09% of portfolio
|
Q3 2025
Added 722.69%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
32,292
shares
|
$29.5 Million
3.19% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
32,283
shares
|
$29.5 Million
4.35% of portfolio
|
Q3 2023
Reduced 15.28%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
32,275
shares
|
$29.5 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Oct 27, 2025 Q3 2025 |
32,249
shares
|
$29.4 Million
5.65% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
32,229
shares
|
$29.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
32,188
shares
|
$29.4 Million
6.03% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
32,157
shares
|
$29.3 Million
3.62% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
31,946
shares
|
$29.2 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 12, 2025 Q3 2025 |
31,537
shares
|
$28.8 Million
3.96% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
31,367
shares
|
$28.6 Million
0.26% of portfolio
|
Q3 2025
Added 40.99%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
31,276
shares
|
$28.5 Million
2.07% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
30,922
shares
|
$28.2 Million
1.88% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
30,657
shares
|
$28 Million
2.02% of portfolio
|
Q3 2025
Added 0.56%
|
|