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 4,508 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
2,623
shares
|
$2.6 Million
0.89% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
2,622
shares
|
$2.6 Million
1.46% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,619
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,618
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,613
shares
|
$2.59 Million
0.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
2,610
shares
|
$2.59 Million
0.76% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,610
shares
|
$2.59 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
2,609
shares
|
$2.59 Million
0.92% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
2,595
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,594
shares
|
$2.57 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,593
shares
|
$2.57 Million
1.76% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,588
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2021
Reduced 2.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
2,586
shares
|
$2.56 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Aug 15, 2025 Q2 2025 |
2,586
shares
|
$2.56 Million
2.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,586
shares
|
$2.56 Million
1.15% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,579
shares
|
$2.56 Million
0.48% of portfolio
|
Q2 2022
Reduced 9.32%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
2,577
shares
|
$2.55 Million
1.22% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,575
shares
|
$2.55 Million
1.39% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
2,569
shares
|
$2.55 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,566
shares
|
$2.54 Million
0.23% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,558
shares
|
$2.54 Million
0.41% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,553
shares
|
$2.53 Million
0.29% of portfolio
|
Q2 2025
Added 635.73%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
2,542
shares
|
$2.52 Million
0.79% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
2,542
shares
|
$2.52 Million
0.91% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,533
shares
|
$2.51 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.39%
|