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 4,520 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 $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
13,616
shares
|
$13.1 Million
3.73% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
13,598
shares
|
$13.1 Million
3.75% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
13,524
shares
|
$13 Million
8.84% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
13,492
shares
|
$13 Million
0.41% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
13,424
shares
|
$12.9 Million
2.54% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
13,415
shares
|
$12.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
13,391
shares
|
$12.9 Million
2.91% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
13,340
shares
|
$12.8 Million
1.16% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
13,315
shares
|
$12.8 Million
0.75% of portfolio
|
Q1 2025
Added 1689.65%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
13,284
shares
|
$12.8 Million
0.74% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,279
shares
|
$12.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
13,240
shares
|
$12.8 Million
2.37% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,205
shares
|
$12.7 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,198
shares
|
$12.7 Million
0.16% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,190
shares
|
$12.7 Million
0.26% of portfolio
|
Q2 2020
Added 10.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,190
shares
|
$12.7 Million
0.26% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
13,123
shares
|
$12.6 Million
0.59% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
13,093
shares
|
$12.6 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
13,004
shares
|
$12.5 Million
1.15% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
12,943
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Added 30.15%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$12.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
12,912
shares
|
$12.4 Million
2.98% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
12,892
shares
|
$12.4 Million
1.73% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,890
shares
|
$12.4 Million
0.12% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
12,889
shares
|
$12.4 Million
3.0% of portfolio
|
Q2 2025
Reduced 0.17%
|