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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,450
shares
|
$23.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
25,383
shares
|
$23.2 Million
0.36% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,377
shares
|
$23.2 Million
0.53% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,255
shares
|
$23 Million
0.58% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
25,173
shares
|
$23 Million
0.5% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
25,028
shares
|
$22.8 Million
0.86% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
24,911
shares
|
$22.7 Million
0.35% of portfolio
|
Q1 2023
Added 717.29%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
24,769
shares
|
$22.6 Million
2.79% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
24,676
shares
|
$22.5 Million
0.37% of portfolio
|
Q3 2025
Added 28.05%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
24,618
shares
|
$22.5 Million
5.66% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
24,580
shares
|
$22.4 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
24,508
shares
|
$22.4 Million
2.49% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
24,504
shares
|
$22.4 Million
0.67% of portfolio
|
Q3 2025
Added 49.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,499
shares
|
$22.4 Million
1.25% of portfolio
|
Q4 2023
Added 3.37%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
24,449
shares
|
$22.3 Million
0.33% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
24,313
shares
|
$22.2 Million
3.27% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
24,164
shares
|
$22.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
24,158
shares
|
$22 Million
0.58% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
24,074
shares
|
$22 Million
3.46% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
24,033
shares
|
$21.9 Million
0.7% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
24,014
shares
|
$21.9 Million
0.66% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,959
shares
|
$21.9 Million
0.47% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,801
shares
|
$21.7 Million
3.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Artha Asset Management LLC
Hoboken, NJ |
Nov 14, 2022 Q3 2022 |
23,800
shares
|
$21.7 Million
12.44% of portfolio
|
Q3 2022
New holding
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
23,723
shares
|
$21.6 Million
1.93% of portfolio
|
Q4 2025
Reduced 4.9%
|
|