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 4,522 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
410
shares
|
$375,875
0.04% of portfolio
|
Q2 2025
Added 89.81%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
410
shares
|
$375,875
0.03% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
410
shares
|
$375,875
0.28% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
410
shares
|
$375,875
0.26% of portfolio
|
Q4 2023
Added 30.49%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
408
shares
|
$374,042
0.11% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
408
shares
|
$374,042
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
408
shares
|
$374,042
0.12% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
408
shares
|
$374,042
0.16% of portfolio
|
Q1 2023
Reduced 56.5%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
408
shares
|
$374,042
0.11% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
407
shares
|
$373,125
0.01% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
407
shares
|
$373,125
0.15% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
407
shares
|
$373,125
0.22% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
406
shares
|
$372,208
0.11% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
406
shares
|
$372,208
0.19% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
406
shares
|
$372,208
0.18% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
404
shares
|
$370,375
0.15% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
404
shares
|
$370,375
0.29% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
403
shares
|
$369,458
0.08% of portfolio
|
Q2 2025
Added 31.27%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
403
shares
|
$369,458
0.69% of portfolio
|
Q2 2025
Added 78.32%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
402
shares
|
$368,541
0.37% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
402
shares
|
$368,541
0.25% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
402
shares
|
$368,541
0.04% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
402
shares
|
$368,541
0.58% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
402
shares
|
$368,541
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
401
shares
|
$367,624
0.19% of portfolio
|
Q3 2025
Added 14.57%
|