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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
668
shares
|
$637,211
0.04% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
667
shares
|
$636,257
0.55% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
663
shares
|
$632,442
0.14% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
663
shares
|
$632,442
0.1% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
663
shares
|
$632,442
0.07% of portfolio
|
Q4 2022
Added 13.14%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
663
shares
|
$632,442
0.04% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
663
shares
|
$632,442
0.42% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
662
shares
|
$631,488
0.04% of portfolio
|
Q4 2023
Added 1.07%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
662
shares
|
$631,488
0.14% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
660
shares
|
$629,580
0.29% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
660
shares
|
$629,580
0.25% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
659
shares
|
$628,626
0.22% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
658
shares
|
$627,672
0.49% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
658
shares
|
$627,672
0.42% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
657
shares
|
$626,718
0.11% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
657
shares
|
$626,718
0.14% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
655
shares
|
$624,811
0.26% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
654
shares
|
$623,857
0.22% of portfolio
|
Q1 2025
Added 35.97%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
654
shares
|
$623,857
0.17% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
653
shares
|
$622,903
0.41% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
651
shares
|
$620,995
1.04% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
651
shares
|
$620,995
0.3% of portfolio
|
Q1 2023
Reduced 12.62%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
650
shares
|
$620,041
0.07% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
650
shares
|
$620,041
0.3% of portfolio
|
Q3 2023
Reduced 81.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
650
shares
|
$620,041
0.27% of portfolio
|
Q1 2025
Added 6.56%
|