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 |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
5,497
shares
|
$5.29 Million
3.61% of portfolio
|
Q2 2025
Added 58.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,489
shares
|
$5.29 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
5,483
shares
|
$5.28 Million
2.29% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,475
shares
|
$5.27 Million
2.91% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,463
shares
|
$5.26 Million
0.46% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
5,461
shares
|
$5.26 Million
1.26% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,452
shares
|
$5.25 Million
0.74% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,444
shares
|
$5.24 Million
0.37% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,437
shares
|
$5.24 Million
0.89% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,436
shares
|
$5.24 Million
2.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
5,415
shares
|
$5.21 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,413
shares
|
$5.21 Million
0.19% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
5,408
shares
|
$5.21 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
|
$5.21 Million
4.27% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
5,402
shares
|
$5.2 Million
1.88% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,397
shares
|
$5.2 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
5,397
shares
|
$5.2 Million
3.53% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,393
shares
|
$5.19 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,364
shares
|
$5.17 Million
1.67% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,364
shares
|
$5.17 Million
0.38% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
5,363
shares
|
$5.16 Million
0.72% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,362
shares
|
$5.16 Million
0.23% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
5,359
shares
|
$5.16 Million
1.02% of portfolio
|
Q2 2025
Added 99.66%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
5,339
shares
|
$5.14 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
5,326
shares
|
$5.13 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.66%
|