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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,250
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,248
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2023
Reduced 25.18%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,247
shares
|
$1.17 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,247
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,246
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,246
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Added 79.8%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
1,246
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,246
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,246
shares
|
$1.17 Million
0.26% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,245
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,245
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
1,244
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
1,242
shares
|
$1.17 Million
0.29% of portfolio
|
Q1 2025
Reduced 70.17%
|
|
|
Tabor Asset Management, LP
New York, NY |
May 05, 2025 Q1 2025 |
1,242
shares
|
$1.17 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,241
shares
|
$1.17 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
1,240
shares
|
$1.17 Million
0.39% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
1,239
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,239
shares
|
$1.17 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,238
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
1,238
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,237
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
1,236
shares
|
$1.16 Million
1.45% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,236
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,234
shares
|
$1.16 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,233
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.22%
|