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 |
|---|---|---|---|---|---|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
182
shares
|
$166,852
0.12% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
180
shares
|
$165,018
0.04% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
180
shares
|
$165,018
0.09% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
179
shares
|
$164,101
0.15% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
178
shares
|
$163,185
0.04% of portfolio
|
Q2 2025
Reduced 43.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
176
shares
|
$161,351
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
175
shares
|
$160,434
0.03% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
175
shares
|
$160,434
0.03% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
173
shares
|
$158,601
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
173
shares
|
$158,601
0.11% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
173
shares
|
$158,601
0.12% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
172
shares
|
$157,684
0.14% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
170
shares
|
$155,850
0.01% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
164
shares
|
$150,350
0.06% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
163
shares
|
$149,433
0.03% of portfolio
|
Q2 2025
Reduced 34.01%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
162
shares
|
$148,516
0.04% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
159
shares
|
$145,766
0.07% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
157
shares
|
$143,932
0.06% of portfolio
|
Q2 2023
Reduced 60.95%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
155
shares
|
$142,099
0.05% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
155
shares
|
$142,099
0.09% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
154
shares
|
$141,182
0.08% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
153
shares
|
$140,265
0.06% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
152
shares
|
$139,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
150
shares
|
$137,515
0.06% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
150
shares
|
$137,515
0.02% of portfolio
|
Q2 2025
Added 20.0%
|