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 4,432 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $280 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,035
shares
|
$980,724
0.91% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
1,031
shares
|
$976,934
1.41% of portfolio
|
Q1 2025
Added 97.51%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,026
shares
|
$972,196
0.48% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$971,249
0.25% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Barton Investment Management
|
Jul 21, 2025 Q2 2025 |
1,024
shares
|
$970,301
0.11% of portfolio
|
Q4 2021
Added 36.53%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,022
shares
|
$968,406
0.12% of portfolio
|
Q1 2025
Reduced 57.59%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,022
shares
|
$968,406
0.04% of portfolio
|
Q1 2025
Reduced 94.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,021
shares
|
$967,458
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
1,021
shares
|
$967,458
0.39% of portfolio
|
Q2 2025
Added 35.95%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
1,019
shares
|
$965,563
0.9% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,018
shares
|
$964,616
0.58% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,017
shares
|
$963,668
0.06% of portfolio
|
Q4 2023
Reduced 46.39%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,017
shares
|
$963,668
0.24% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,016
shares
|
$962,720
0.18% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,015
shares
|
$961,773
0.2% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
1,015
shares
|
$961,773
0.71% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,013
shares
|
$959,878
0.3% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,012
shares
|
$958,930
0.28% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
1,012
shares
|
$958,930
0.18% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,009
shares
|
$956,088
0.61% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
1,008
shares
|
$955,140
0.82% of portfolio
|
Q4 2022
Added 0.8%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
1,008
shares
|
$955,140
0.1% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,008
shares
|
$955,140
0.73% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,007
shares
|
$954,192
0.31% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
1,006
shares
|
$953,245
0.15% of portfolio
|
Q1 2025
Reduced 1.47%
|