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 |
---|---|---|---|---|---|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,668
shares
|
$4.42 Million
0.38% of portfolio
|
Q2 2025
Added 6.26%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,665
shares
|
$4.42 Million
0.63% of portfolio
|
Q3 2024
Added 28.62%
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
4,662
shares
|
$4.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,658
shares
|
$4.41 Million
1.73% of portfolio
|
Q2 2025
Added 1.48%
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,658
shares
|
$4.41 Million
2.5% of portfolio
|
Q1 2025
Added 0.74%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,654
shares
|
$4.41 Million
0.21% of portfolio
|
Q3 2022
Added 0.06%
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
4,652
shares
|
$4.41 Million
2.07% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
4,640
shares
|
$4.4 Million
2.56% of portfolio
|
Q2 2025
Added 166.82%
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
4,637
shares
|
$4.39 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,621
shares
|
$4.38 Million
0.42% of portfolio
|
Q2 2025
Added 4.31%
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
4,617
shares
|
$4.37 Million
1.2% of portfolio
|
Q2 2025
Added 14.57%
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
4,616
shares
|
$4.37 Million
1.57% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
4,616
shares
|
$4.37 Million
0.38% of portfolio
|
Q2 2025
Added 9.49%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,614
shares
|
$4.37 Million
0.32% of portfolio
|
Q2 2025
Added 4.34%
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
4,613
shares
|
$4.37 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,599
shares
|
$4.36 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,567
shares
|
$4.33 Million
0.55% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
4,561
shares
|
$4.32 Million
1.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,559
shares
|
$4.32 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,552
shares
|
$4.31 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,550
shares
|
$4.31 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
4,538
shares
|
$4.3 Million
2.44% of portfolio
|
Q2 2025
Added 1.68%
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
4,536
shares
|
$4.3 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
4,531
shares
|
$4.29 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
4,527
shares
|
$4.29 Million
3.03% of portfolio
|
Q1 2025
Reduced 4.21%
|