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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,036
shares
|
$3.89 Million
1.13% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,036
shares
|
$3.89 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
4,029
shares
|
$3.88 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,022
shares
|
$3.87 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,011
shares
|
$3.86 Million
2.07% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,008
shares
|
$3.86 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
3,994
shares
|
$3.85 Million
1.83% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,989
shares
|
$3.84 Million
0.1% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,987
shares
|
$3.84 Million
2.9% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
3,985
shares
|
$3.84 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,983
shares
|
$3.84 Million
0.43% of portfolio
|
Q2 2025
Added 30.08%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,979
shares
|
$3.83 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
3,976
shares
|
$3.83 Million
0.97% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,968
shares
|
$3.82 Million
0.21% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,964
shares
|
$3.82 Million
0.41% of portfolio
|
Q2 2025
Added 25.72%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,955
shares
|
$3.81 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$3.81 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,949
shares
|
$3.8 Million
0.09% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
3,927
shares
|
$3.78 Million
1.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,927
shares
|
$3.78 Million
0.46% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,926
shares
|
$3.78 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
3,922
shares
|
$3.78 Million
0.97% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
3,907
shares
|
$3.76 Million
2.2% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
3,904
shares
|
$3.76 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
3,900
shares
|
$3.76 Million
1.1% of portfolio
|
Q1 2025
Reduced 18.75%
|