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 4,442 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 $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,057
shares
|
$3.79 Million
0.5% of portfolio
|
Q4 2022
Added 137.95%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,055
shares
|
$3.79 Million
0.82% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,053
shares
|
$3.78 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4,052
shares
|
$3.78 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
4,049
shares
|
$3.78 Million
1.71% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
4,048
shares
|
$3.78 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,036
shares
|
$3.77 Million
1.13% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,029
shares
|
$3.76 Million
0.42% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
4,029
shares
|
$3.76 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,022
shares
|
$3.76 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,022
shares
|
$3.76 Million
0.5% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
4,020
shares
|
$3.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,017
shares
|
$3.75 Million
0.44% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,011
shares
|
$3.75 Million
2.07% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,008
shares
|
$3.74 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
3,980
shares
|
$3.72 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,979
shares
|
$3.72 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
3,976
shares
|
$3.71 Million
0.97% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
3,975
shares
|
$3.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,968
shares
|
$3.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,964
shares
|
$3.7 Million
0.41% of portfolio
|
Q2 2025
Added 25.72%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
3,959
shares
|
$3.7 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,955
shares
|
$3.69 Million
0.29% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,955
shares
|
$3.69 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$3.69 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.77%
|