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 |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,191
shares
|
$3.95 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,185
shares
|
$3.94 Million
0.32% of portfolio
|
Q3 2022
Reduced 3.37%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
4,183
shares
|
$3.94 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,181
shares
|
$3.94 Million
0.37% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
4,167
shares
|
$3.92 Million
2.82% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,164
shares
|
$3.92 Million
1.31% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,163
shares
|
$3.92 Million
1.07% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,152
shares
|
$3.91 Million
0.69% of portfolio
|
Q2 2025
Added 38.77%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,151
shares
|
$3.91 Million
0.26% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
4,147
shares
|
$3.9 Million
0.03% of portfolio
|
Q1 2025
Added 864.42%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
4,144
shares
|
$3.9 Million
3.64% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
4,139
shares
|
$3.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,134
shares
|
$3.89 Million
0.45% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,121
shares
|
$3.88 Million
0.22% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
4,117
shares
|
$3.88 Million
0.46% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,116
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
4,111
shares
|
$3.87 Million
2.39% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,106
shares
|
$3.87 Million
0.51% of portfolio
|
Q1 2024
Added 15.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,100
shares
|
$3.86 Million
0.4% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,099
shares
|
$3.86 Million
0.58% of portfolio
|
Q1 2025
Reduced 53.55%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,094
shares
|
$3.85 Million
1.49% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,071
shares
|
$3.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,070
shares
|
$3.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
4,062
shares
|
$3.82 Million
1.67% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,057
shares
|
$3.82 Million
0.5% of portfolio
|
Q4 2022
Added 137.95%
|