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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
401
shares
|
$367,624
0.07% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
401
shares
|
$367,624
0.13% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
401
shares
|
$367,624
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
400
shares
|
$366,708
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$366,708
0.09% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
400
shares
|
$366,708
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
400
shares
|
$366,708
0.3% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
400
shares
|
$366,708
0.24% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
400
shares
|
$366,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
399
shares
|
$365,791
0.09% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
399
shares
|
$365,791
0.28% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
397
shares
|
$363,957
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Gunderson Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
396
shares
|
$363,040
0.18% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
395
shares
|
$362,124
0.03% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
394
shares
|
$361,207
0.1% of portfolio
|
Q2 2025
Added 42.24%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
394
shares
|
$361,207
0.15% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
392
shares
|
$359,373
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
392
shares
|
$359,373
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
392
shares
|
$359,373
0.16% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
391
shares
|
$358,457
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
390
shares
|
$357,540
0.09% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
390
shares
|
$357,540
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
390
shares
|
$357,540
0.04% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
390
shares
|
$357,540
0.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
388
shares
|
$355,706
0.02% of portfolio
|
Q2 2025
Reduced 17.62%
|