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 |
---|---|---|---|---|---|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
6,118
shares
|
$5.84 Million
1.24% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
6,113
shares
|
$5.83 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
6,107
shares
|
$5.83 Million
3.14% of portfolio
|
Q2 2025
Added 7.69%
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
6,094
shares
|
$5.81 Million
2.1% of portfolio
|
Q2 2025
Added 114.35%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
6,089
shares
|
$5.81 Million
1.75% of portfolio
|
Q1 2025
Added 16.09%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
6,086
shares
|
$5.81 Million
1.37% of portfolio
|
Q2 2025
Added 2.82%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
6,069
shares
|
$5.79 Million
0.38% of portfolio
|
Q1 2025
Added 30.46%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,051
shares
|
$5.77 Million
0.35% of portfolio
|
Q1 2025
Reduced 43.59%
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
6,048
shares
|
$5.77 Million
0.21% of portfolio
|
Q1 2025
Added 19.01%
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,046
shares
|
$5.77 Million
0.27% of portfolio
|
Q1 2025
Added 19.25%
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,034
shares
|
$5.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
6,021
shares
|
$5.74 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
6,017
shares
|
$5.74 Million
0.82% of portfolio
|
Q1 2025
Added 3.14%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,015
shares
|
$5.74 Million
0.76% of portfolio
|
Q3 2023
Added 2.1%
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
6,003
shares
|
$5.73 Million
2.68% of portfolio
|
Q1 2025
Added 0.07%
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
5,964
shares
|
$5.69 Million
3.59% of portfolio
|
Q1 2025
Added 2.16%
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,959
shares
|
$5.68 Million
0.24% of portfolio
|
Q1 2025
Added 3.44%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,939
shares
|
$5.67 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
5,937
shares
|
$5.66 Million
3.33% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,931
shares
|
$5.66 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
5,926
shares
|
$5.65 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
5,914
shares
|
$5.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
5,885
shares
|
$5.61 Million
2.59% of portfolio
|
Q1 2025
Added 0.91%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,884
shares
|
$5.61 Million
0.42% of portfolio
|
Q4 2023
Reduced 18.45%
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
5,883
shares
|
$5.61 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.07%
|