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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,206
shares
|
$4.93 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
5,203
shares
|
$4.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,199
shares
|
$4.93 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
5,193
shares
|
$4.92 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,193
shares
|
$4.92 Million
0.33% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
5,191
shares
|
$4.92 Million
3.16% of portfolio
|
Q3 2024
Reduced 91.05%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,190
shares
|
$4.92 Million
0.45% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,174
shares
|
$4.9 Million
0.41% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
5,165
shares
|
$4.89 Million
2.69% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
5,155
shares
|
$4.88 Million
0.12% of portfolio
|
Q1 2025
Added 49.2%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
5,154
shares
|
$4.88 Million
2.59% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,153
shares
|
$4.88 Million
0.45% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,147
shares
|
$4.88 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
5,146
shares
|
$4.88 Million
4.45% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,145
shares
|
$4.88 Million
0.09% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
5,140
shares
|
$4.87 Million
0.48% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
5,136
shares
|
$4.87 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,127
shares
|
$4.86 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,127
shares
|
$4.86 Million
1.97% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
5,126
shares
|
$4.86 Million
0.7% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
5,117
shares
|
$4.85 Million
3.44% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
5,111
shares
|
$4.84 Million
1.91% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,097
shares
|
$4.83 Million
3.73% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,088
shares
|
$4.82 Million
0.43% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
5,077
shares
|
$4.81 Million
1.97% of portfolio
|
Q2 2025
Added 5.31%
|