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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,899
shares
|
$3.75 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$3.75 Million
0.12% of portfolio
|
Q4 2022
Added 52.86%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,891
shares
|
$3.75 Million
1.22% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,883
shares
|
$3.74 Million
1.23% of portfolio
|
Q3 2023
Added 26.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,882
shares
|
$3.74 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,870
shares
|
$3.73 Million
0.63% of portfolio
|
Q1 2025
Added 309.09%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,868
shares
|
$3.73 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,866
shares
|
$3.72 Million
0.73% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
3,861
shares
|
$3.72 Million
1.16% of portfolio
|
Q4 2023
Added 4.46%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,859
shares
|
$3.72 Million
3.88% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
3,856
shares
|
$3.71 Million
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
3,854
shares
|
$3.71 Million
1.39% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,853
shares
|
$3.71 Million
1.14% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,845
shares
|
$3.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
3,841
shares
|
$3.7 Million
0.22% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,831
shares
|
$3.69 Million
0.41% of portfolio
|
Q2 2025
Added 23.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,827
shares
|
$3.69 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,814
shares
|
$3.67 Million
3.03% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,810
shares
|
$3.67 Million
2.25% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
3,805
shares
|
$3.66 Million
0.81% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
3,801
shares
|
$3.66 Million
1.96% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$3.66 Million
1.94% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,799
shares
|
$3.66 Million
0.31% of portfolio
|
Q1 2023
Reduced 0.55%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
3,785
shares
|
$3.65 Million
0.08% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,777
shares
|
$3.64 Million
0.07% of portfolio
|
Q2 2023
New holding
|