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 4,494 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 $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,387
shares
|
$1.37 Million
0.94% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,387
shares
|
$1.37 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
1,387
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,387
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,385
shares
|
$1.37 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,384
shares
|
$1.37 Million
0.36% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,382
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$1.37 Million
0.99% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
1,379
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,377
shares
|
$1.36 Million
0.49% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,373
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Karani Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,373
shares
|
$1.36 Million
1.39% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,371
shares
|
$1.36 Million
0.61% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,371
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 64.0%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
1,368
shares
|
$1.36 Million
0.89% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,365
shares
|
$1.35 Million
0.78% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
1,365
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,362
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
1,360
shares
|
$1.35 Million
1.01% of portfolio
|
Q2 2025
Reduced 31.69%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
1,355
shares
|
$1.34 Million
1.31% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,353
shares
|
$1.34 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,349
shares
|
$1.34 Million
0.83% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
1,348
shares
|
$1.34 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,348
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,345
shares
|
$1.33 Million
1.32% of portfolio
|
Q3 2023
Reduced 5.28%
|