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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
1,287
shares
|
$1.21 Million
0.46% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,286
shares
|
$1.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,285
shares
|
$1.21 Million
0.92% of portfolio
|
Q1 2025
Added 131.53%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,283
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 95.26%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
1,282
shares
|
$1.21 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,277
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
1,277
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.19%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,276
shares
|
$1.2 Million
0.59% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,274
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,274
shares
|
$1.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
1,272
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2022
Reduced 99.78%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,270
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,270
shares
|
$1.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 37.65%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,269
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2025
Added 24.29%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,268
shares
|
$1.19 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
1,267
shares
|
$1.19 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,266
shares
|
$1.19 Million
0.92% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
1,262
shares
|
$1.19 Million
1.22% of portfolio
|
Q4 2024
Added 36.58%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
1,260
shares
|
$1.19 Million
0.52% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
1,259
shares
|
$1.19 Million
0.37% of portfolio
|
Q1 2023
Reduced 50.8%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,257
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,257
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
1,256
shares
|
$1.18 Million
0.61% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,251
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,250
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2025
Added 10.04%
|