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 |
|---|---|---|---|---|---|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
3,811
shares
|
$3.56 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,810
shares
|
$3.56 Million
2.25% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Triasima Portfolio Management Inc.
|
Jul 23, 2025 Q2 2025 |
3,805
shares
|
$3.55 Million
0.81% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
3,801
shares
|
$3.55 Million
1.96% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,799
shares
|
$3.55 Million
0.31% of portfolio
|
Q1 2023
Reduced 0.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,777
shares
|
$3.53 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,763
shares
|
$3.51 Million
0.39% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,758
shares
|
$3.51 Million
0.97% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,755
shares
|
$3.51 Million
0.78% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,750
shares
|
$3.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,749
shares
|
$3.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,741
shares
|
$3.49 Million
1.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,732
shares
|
$3.48 Million
0.34% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
3,729
shares
|
$3.48 Million
0.85% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,718
shares
|
$3.47 Million
0.19% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,714
shares
|
$3.47 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,713
shares
|
$3.47 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,704
shares
|
$3.46 Million
0.2% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
3,703
shares
|
$3.46 Million
1.5% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
3,700
shares
|
$3.46 Million
0.4% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,700
shares
|
$3.46 Million
1.64% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,687
shares
|
$3.44 Million
0.97% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
3,685
shares
|
$3.44 Million
0.51% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
3,680
shares
|
$3.44 Million
1.81% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,675
shares
|
$3.43 Million
0.28% of portfolio
|
Q2 2025
Added 27.52%
|