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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,167
shares
|
$4.01 Million
0.42% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,165
shares
|
$4.01 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,164
shares
|
$4.01 Million
1.31% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,163
shares
|
$4.01 Million
1.07% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,153
shares
|
$4 Million
0.97% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,152
shares
|
$4 Million
0.69% of portfolio
|
Q2 2025
Added 38.77%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
4,144
shares
|
$3.99 Million
2.47% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
4,129
shares
|
$3.98 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,123
shares
|
$3.97 Million
0.29% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,121
shares
|
$3.97 Million
0.22% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
4,119
shares
|
$3.97 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,113
shares
|
$3.96 Million
0.5% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
4,112
shares
|
$3.96 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,106
shares
|
$3.95 Million
0.51% of portfolio
|
Q1 2024
Added 15.5%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
4,098
shares
|
$3.95 Million
2.67% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,094
shares
|
$3.94 Million
1.49% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,093
shares
|
$3.94 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
4,091
shares
|
$3.94 Million
1.63% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,091
shares
|
$3.94 Million
2.62% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,079
shares
|
$3.93 Million
0.78% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
4,073
shares
|
$3.92 Million
1.45% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,070
shares
|
$3.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,057
shares
|
$3.91 Million
0.5% of portfolio
|
Q4 2022
Added 137.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,053
shares
|
$3.9 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,043
shares
|
$3.89 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.32%
|