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 |
|---|---|---|---|---|---|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
250
shares
|
$229,192
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Capital Management Inc
|
Aug 07, 2025 Q2 2025 |
250
shares
|
$229,192
0.27% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
250
shares
|
$229,192
0.07% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$229,192
0.1% of portfolio
|
Q4 2024
Added 85.19%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 11, 2025 Q2 2025 |
250
shares
|
$229,192
0.13% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
250
shares
|
$229,192
0.07% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
249
shares
|
$228,275
0.15% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
249
shares
|
$228,275
0.02% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
249
shares
|
$228,275
0.11% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
249
shares
|
$228,275
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
249
shares
|
$228,275
0.19% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
249
shares
|
$228,275
0.12% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
249
shares
|
$228,275
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
248
shares
|
$227,358
0.09% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
247
shares
|
$226,442
0.18% of portfolio
|
Q2 2025
Reduced 47.78%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
247
shares
|
$226,442
0.13% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
246
shares
|
$225,525
0.14% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
246
shares
|
$225,525
0.15% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
245
shares
|
$224,608
0.08% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
245
shares
|
$224,608
0.05% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
245
shares
|
$224,608
0.14% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
245
shares
|
$224,608
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
244
shares
|
$223,691
0.16% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
244
shares
|
$223,691
0.24% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
243
shares
|
$222,775
0.09% of portfolio
|
Q2 2025
Added 8.97%
|