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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,644
shares
|
$3.51 Million
0.75% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,636
shares
|
$3.5 Million
1.41% of portfolio
|
Q2 2022
Added 10.48%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
3,632
shares
|
$3.5 Million
2.57% of portfolio
|
Q2 2024
New holding
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
3,628
shares
|
$3.49 Million
1.96% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,623
shares
|
$3.49 Million
1.16% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
3,621
shares
|
$3.49 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,614
shares
|
$3.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,610
shares
|
$3.48 Million
0.9% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
3,609
shares
|
$3.48 Million
1.99% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
3,606
shares
|
$3.47 Million
0.69% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,598
shares
|
$3.46 Million
1.04% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
3,592
shares
|
$3.46 Million
3.33% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
3,589
shares
|
$3.46 Million
1.64% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,586
shares
|
$3.45 Million
1.1% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,581
shares
|
$3.45 Million
0.07% of portfolio
|
Q2 2025
Added 193.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,580
shares
|
$3.45 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
3,568
shares
|
$3.44 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
3,567
shares
|
$3.44 Million
1.17% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,564
shares
|
$3.43 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,564
shares
|
$3.43 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
3,555
shares
|
$3.42 Million
1.8% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
3,553
shares
|
$3.42 Million
2.32% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,552
shares
|
$3.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,551
shares
|
$3.42 Million
2.74% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
3,546
shares
|
$3.41 Million
1.65% of portfolio
|
Q2 2025
Added 5.47%
|