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 |
|---|---|---|---|---|---|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
5,146
shares
|
$4.96 Million
4.45% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
5,139
shares
|
$4.95 Million
0.35% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,127
shares
|
$4.94 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,126
shares
|
$4.94 Million
0.35% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
5,124
shares
|
$4.93 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,118
shares
|
$4.93 Million
0.52% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
5,117
shares
|
$4.93 Million
3.44% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,113
shares
|
$4.92 Million
2.47% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
5,111
shares
|
$4.92 Million
1.91% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
5,110
shares
|
$4.92 Million
0.26% of portfolio
|
Q2 2025
Added 37.44%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,097
shares
|
$4.91 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
|
$4.9 Million
0.43% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
5,081
shares
|
$4.89 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
5,077
shares
|
$4.89 Million
1.97% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
5,069
shares
|
$4.88 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
5,049
shares
|
$4.86 Million
1.06% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
5,047
shares
|
$4.86 Million
4.98% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
5,040
shares
|
$4.85 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
5,034
shares
|
$4.85 Million
2.29% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
5,031
shares
|
$4.85 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
5,031
shares
|
$4.85 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
5,016
shares
|
$4.83 Million
1.14% of portfolio
|
Q1 2024
Reduced 41.15%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
5,013
shares
|
$4.83 Million
0.85% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,005
shares
|
$4.82 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,001
shares
|
$4.82 Million
1.26% of portfolio
|
Q3 2023
Reduced 8.71%
|