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 4,432 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 $280 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
5,541
shares
|
$5.25 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,526
shares
|
$5.24 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,519
shares
|
$5.23 Million
0.54% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,501
shares
|
$5.21 Million
0.23% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
5,498
shares
|
$5.21 Million
2.24% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
5,497
shares
|
$5.21 Million
3.61% of portfolio
|
Q2 2025
Added 58.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,489
shares
|
$5.2 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,478
shares
|
$5.19 Million
0.55% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,470
shares
|
$5.18 Million
0.44% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
5,457
shares
|
$5.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,452
shares
|
$5.17 Million
0.74% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,444
shares
|
$5.16 Million
0.37% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
5,442
shares
|
$5.16 Million
0.65% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
5,437
shares
|
$5.15 Million
0.9% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,436
shares
|
$5.15 Million
2.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,435
shares
|
$5.15 Million
1.33% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,429
shares
|
$5.14 Million
3.36% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,425
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,423
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Added 150.14%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
5,414
shares
|
$5.13 Million
2.71% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,410
shares
|
$5.13 Million
0.53% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
5,408
shares
|
$5.12 Million
0.43% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
5,406
shares
|
$5.12 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,399
shares
|
$5.12 Million
0.51% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
5,372
shares
|
$5.09 Million
1.59% of portfolio
|
Q1 2025
Reduced 17.51%
|