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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
795
shares
|
$758,358
0.26% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
794
shares
|
$757,404
0.32% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
792
shares
|
$755,496
0.03% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
792
shares
|
$755,496
0.18% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
790
shares
|
$753,588
0.49% of portfolio
|
Q1 2025
Reduced 36.9%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
790
shares
|
$753,588
0.41% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
789
shares
|
$752,634
0.46% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
789
shares
|
$752,634
0.23% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
788
shares
|
$751,681
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
787
shares
|
$750,727
0.23% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
785
shares
|
$748,819
0.09% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
785
shares
|
$748,819
0.21% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Emerald Advisers, LLC
|
May 01, 2025 Q1 2025 |
784
shares
|
$747,865
0.04% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
784
shares
|
$747,865
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
783
shares
|
$746,911
0.32% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
783
shares
|
$746,911
0.49% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
783
shares
|
$746,911
0.32% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
782
shares
|
$745,957
0.27% of portfolio
|
Q1 2025
Added 110.22%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
782
shares
|
$745,957
0.23% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
780
shares
|
$744,049
0.3% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
780
shares
|
$744,049
0.01% of portfolio
|
Q1 2025
Reduced 32.87%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
779
shares
|
$743,095
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
777
shares
|
$741,188
0.07% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
777
shares
|
$741,188
0.28% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
777
shares
|
$741,188
0.22% of portfolio
|
Q2 2025
Reduced 1.27%
|