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 4,427 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
6,802
shares
|
$6.49 Million
0.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
6,795
shares
|
$6.48 Million
3.87% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,792
shares
|
$6.48 Million
2.52% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,774
shares
|
$6.46 Million
0.29% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,771
shares
|
$6.46 Million
0.54% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
6,756
shares
|
$6.44 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
6,743
shares
|
$6.43 Million
3.55% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
6,742
shares
|
$6.43 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
6,709
shares
|
$6.4 Million
0.29% of portfolio
|
Q3 2022
Added 73.45%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
6,700
shares
|
$6.39 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
6,687
shares
|
$6.38 Million
0.79% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
6,672
shares
|
$6.36 Million
1.69% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,660
shares
|
$6.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,639
shares
|
$6.33 Million
1.49% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,625
shares
|
$6.32 Million
1.28% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
6,622
shares
|
$6.32 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
6,609
shares
|
$6.3 Million
0.54% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
6,608
shares
|
$6.3 Million
3.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$6.29 Million
0.71% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
6,590
shares
|
$6.29 Million
1.91% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,590
shares
|
$6.29 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,584
shares
|
$6.28 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,578
shares
|
$6.27 Million
0.51% of portfolio
|
Q3 2023
Reduced 30.9%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$6.27 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,563
shares
|
$6.26 Million
0.32% of portfolio
|
Q1 2025
Reduced 11.18%
|