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 |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
355
shares
|
$325,453
0.15% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
353
shares
|
$323,619
0.28% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
351
shares
|
$321,786
0.01% of portfolio
|
Q2 2025
Added 631.25%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
350
shares
|
$320,869
0.09% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
350
shares
|
$320,869
0.06% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
350
shares
|
$320,869
0.04% of portfolio
|
Q1 2023
Added 56.95%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
350
shares
|
$320,869
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
349
shares
|
$319,952
0.17% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
349
shares
|
$319,952
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
349
shares
|
$319,952
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
349
shares
|
$319,952
0.29% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
348
shares
|
$319,035
0.11% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
348
shares
|
$319,035
0.06% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
348
shares
|
$319,035
0.14% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
347
shares
|
$318,119
0.21% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
347
shares
|
$318,119
0.8% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
347
shares
|
$318,119
0.16% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
346
shares
|
$317,202
0.23% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
345
shares
|
$316,285
0.2% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
344
shares
|
$315,368
0.18% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
344
shares
|
$315,368
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
344
shares
|
$315,368
0.19% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
344
shares
|
$315,368
0.04% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
343
shares
|
$314,452
0.09% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
343
shares
|
$314,452
0.08% of portfolio
|
Q2 2025
Added 3.94%
|