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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
4,378
shares
|
$4.22 Million
3.76% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,373
shares
|
$4.21 Million
0.14% of portfolio
|
Q2 2025
Reduced 56.49%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,372
shares
|
$4.21 Million
0.31% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,366
shares
|
$4.2 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
4,362
shares
|
$4.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,350
shares
|
$4.19 Million
0.44% of portfolio
|
Q2 2025
Reduced 86.18%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$4.18 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
4,338
shares
|
$4.18 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,334
shares
|
$4.17 Million
0.82% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
4,330
shares
|
$4.17 Million
0.54% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
4,330
shares
|
$4.17 Million
0.24% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
4,329
shares
|
$4.17 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,329
shares
|
$4.17 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
4,322
shares
|
$4.16 Million
1.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
4,320
shares
|
$4.16 Million
3.4% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
4,312
shares
|
$4.15 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,312
shares
|
$4.15 Million
0.43% of portfolio
|
Q1 2024
Added 493.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,304
shares
|
$4.14 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$4.14 Million
0.54% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,299
shares
|
$4.14 Million
0.62% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,294
shares
|
$4.14 Million
0.11% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,289
shares
|
$4.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 43.69%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,265
shares
|
$4.11 Million
0.65% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,264
shares
|
$4.11 Million
0.53% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,262
shares
|
$4.1 Million
1.8% of portfolio
|
Q3 2023
Reduced 0.19%
|