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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
4,397
shares
|
$4.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.16 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
4,392
shares
|
$4.16 Million
0.81% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
4,379
shares
|
$4.15 Million
1.83% of portfolio
|
Q1 2025
Added 53.54%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
4,378
shares
|
$4.15 Million
3.76% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,377
shares
|
$4.15 Million
1.06% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,374
shares
|
$4.14 Million
2.23% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
4,372
shares
|
$4.14 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,366
shares
|
$4.14 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
4,364
shares
|
$4.14 Million
0.14% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
4,363
shares
|
$4.13 Million
1.81% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
4,363
shares
|
$4.13 Million
2.9% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
4,362
shares
|
$4.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
4,359
shares
|
$4.13 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,356
shares
|
$4.13 Million
0.76% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
4,352
shares
|
$4.12 Million
0.87% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,350
shares
|
$4.12 Million
0.11% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$4.11 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,335
shares
|
$4.11 Million
0.24% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
4,334
shares
|
$4.11 Million
0.86% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,332
shares
|
$4.1 Million
0.19% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,329
shares
|
$4.1 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
4,322
shares
|
$4.1 Million
1.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,312
shares
|
$4.09 Million
0.43% of portfolio
|
Q1 2024
Added 493.12%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
4,307
shares
|
$4.08 Million
0.35% of portfolio
|
Q1 2025
Added 4.74%
|