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 |
|---|---|---|---|---|---|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
5,310
shares
|
$5.11 Million
1.38% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
5,304
shares
|
$5.11 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
5,301
shares
|
$5.11 Million
1.61% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
5,300
shares
|
$5.1 Million
0.07% of portfolio
|
Q2 2025
Added 70.97%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,296
shares
|
$5.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
5,295
shares
|
$5.1 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,293
shares
|
$5.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
5,283
shares
|
$5.09 Million
0.47% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Aug 13, 2025 Q2 2025 |
5,264
shares
|
$5.07 Million
3.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
5,257
shares
|
$5.06 Million
2.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,252
shares
|
$5.06 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
5,247
shares
|
$5.05 Million
0.87% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,240
shares
|
$5.05 Million
0.32% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
5,235
shares
|
$5.04 Million
2.85% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,232
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
5,215
shares
|
$5.02 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,210
shares
|
$5.02 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,208
shares
|
$5.02 Million
0.28% of portfolio
|
Q4 2022
Added 2.48%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,203
shares
|
$5.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
5,199
shares
|
$5.01 Million
1.2% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
5,191
shares
|
$5 Million
3.16% of portfolio
|
Q3 2024
Reduced 91.05%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
5,165
shares
|
$4.97 Million
2.69% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
5,156
shares
|
$4.97 Million
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,153
shares
|
$4.96 Million
0.45% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,151
shares
|
$4.96 Million
0.26% of portfolio
|
Q2 2025
Reduced 50.69%
|