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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
776
shares
|
$740,234
0.35% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
775
shares
|
$739,280
0.03% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
775
shares
|
$739,280
0.19% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
774
shares
|
$738,326
0.38% of portfolio
|
Q2 2025
Reduced 28.73%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
773
shares
|
$737,372
0.53% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
773
shares
|
$737,372
0.47% of portfolio
|
Q2 2025
Added 46.68%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
772
shares
|
$736,418
0.24% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
771
shares
|
$735,464
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
770
shares
|
$734,510
0.23% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Anson Funds Management LP
Dallas, TX |
May 28, 2025 Q1 2025 |
768
shares
|
$732,602
0.17% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
768
shares
|
$732,602
0.19% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
766
shares
|
$730,695
0.14% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
765
shares
|
$729,741
0.28% of portfolio
|
Q1 2025
Added 46.83%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$727,833
1.34% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
763
shares
|
$727,833
0.03% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
763
shares
|
$727,833
0.29% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
763
shares
|
$727,833
0.39% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
761
shares
|
$725,925
0.45% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
760
shares
|
$724,971
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
759
shares
|
$724,017
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
758
shares
|
$723,063
0.07% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
755
shares
|
$720,202
0.25% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
753
shares
|
$718,294
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
752
shares
|
$717,340
0.16% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
750
shares
|
$715,432
0.2% of portfolio
|
Q2 2025
Added 1.08%
|