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 |
---|---|---|---|---|---|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
750
shares
|
$715,432
0.45% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
747
shares
|
$712,570
0.1% of portfolio
|
Q1 2025
Added 4.77%
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
747
shares
|
$712,570
0.02% of portfolio
|
Q1 2025
Reduced 62.82%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
747
shares
|
$712,570
0.08% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
747
shares
|
$712,570
0.21% of portfolio
|
Q1 2025
New holding
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
746
shares
|
$711,616
0.19% of portfolio
|
Q2 2025
Added 6.57%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
746
shares
|
$711,616
0.07% of portfolio
|
Q1 2025
Added 0.95%
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
745
shares
|
$710,662
0.57% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
743
shares
|
$708,755
0.13% of portfolio
|
Q2 2025
Added 15.91%
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
743
shares
|
$708,755
0.4% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
742
shares
|
$707,801
0.35% of portfolio
|
Q3 2024
Added 2.2%
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
742
shares
|
$707,801
0.34% of portfolio
|
Q4 2022
New holding
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
742
shares
|
$707,801
0.46% of portfolio
|
Q1 2025
Reduced 69.39%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
741
shares
|
$706,847
0.15% of portfolio
|
Q4 2022
New holding
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
741
shares
|
$706,847
0.3% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
741
shares
|
$706,847
0.38% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
740
shares
|
$705,893
0.18% of portfolio
|
Q1 2025
Added 2.35%
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
738
shares
|
$703,985
0.13% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
736
shares
|
$702,077
0.17% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
736
shares
|
$702,077
0.19% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
734
shares
|
$700,169
0.54% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
731
shares
|
$697,308
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
729
shares
|
$695,400
0.31% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
728
shares
|
$694,446
0.3% of portfolio
|
Q1 2025
Added 8.01%
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
726
shares
|
$692,538
0.26% of portfolio
|
Q1 2025
Added 1.97%
|