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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
709
shares
|
$676,322
0.58% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
708
shares
|
$675,368
0.23% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
705
shares
|
$672,506
0.22% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
705
shares
|
$672,506
0.24% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
704
shares
|
$671,552
0.15% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
703
shares
|
$670,598
0.22% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
700
shares
|
$667,737
0.1% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
700
shares
|
$667,737
0.05% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
699
shares
|
$666,783
0.17% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
698
shares
|
$665,829
0.07% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
697
shares
|
$664,875
0.55% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
693
shares
|
$661,059
0.1% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
693
shares
|
$661,059
0.09% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
693
shares
|
$661,059
0.05% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
693
shares
|
$661,059
0.44% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
690
shares
|
$658,197
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
688
shares
|
$656,290
0.52% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
688
shares
|
$656,290
0.28% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
688
shares
|
$656,290
0.52% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
687
shares
|
$655,336
0.15% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
687
shares
|
$655,336
0.22% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
686
shares
|
$654,382
0.15% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
685
shares
|
$653,428
0.06% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
685
shares
|
$653,428
0.18% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
683
shares
|
$651,520
0.45% of portfolio
|
Q2 2025
Added 0.29%
|