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 4,437 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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
4,305
shares
|
$4.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
4,300
shares
|
$4.05 Million
0.58% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,299
shares
|
$4.05 Million
0.5% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,297
shares
|
$4.05 Million
0.3% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,294
shares
|
$4.04 Million
0.11% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
4,282
shares
|
$4.03 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,265
shares
|
$4.02 Million
0.65% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,264
shares
|
$4.02 Million
0.53% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
4,263
shares
|
$4.01 Million
0.17% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,262
shares
|
$4.01 Million
1.8% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,260
shares
|
$4.01 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
4,246
shares
|
$4 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
4,245
shares
|
$4 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
4,240
shares
|
$3.99 Million
1.69% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,236
shares
|
$3.99 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,232
shares
|
$3.98 Million
2.78% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
4,230
shares
|
$3.98 Million
1.09% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4,230
shares
|
$3.98 Million
3.13% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
4,222
shares
|
$3.98 Million
1.1% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,219
shares
|
$3.97 Million
1.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
4,216
shares
|
$3.97 Million
0.55% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
4,210
shares
|
$3.96 Million
1.21% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,193
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
4,192
shares
|
$3.95 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,191
shares
|
$3.95 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.64%
|