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 4,522 institutions that hold shares in the stock, with a total of 304 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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
446
shares
|
$408,879
0.24% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
445
shares
|
$407,962
0.32% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
445
shares
|
$407,962
0.23% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
443
shares
|
$406,129
0.16% of portfolio
|
Q2 2023
Reduced 31.32%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
443
shares
|
$406,129
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
443
shares
|
$406,129
0.12% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
442
shares
|
$405,212
0.34% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
442
shares
|
$405,212
0.12% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
441
shares
|
$404,295
0.04% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
441
shares
|
$404,295
0.05% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
441
shares
|
$404,295
0.19% of portfolio
|
Q2 2025
Added 30.47%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
440
shares
|
$403,378
0.09% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
440
shares
|
$403,378
0.42% of portfolio
|
Q1 2025
Reduced 49.13%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
439
shares
|
$402,462
0.11% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
439
shares
|
$402,462
0.41% of portfolio
|
Q2 2025
Added 143.89%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
438
shares
|
$401,545
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
438
shares
|
$401,545
0.45% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
436
shares
|
$399,711
0.28% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
436
shares
|
$399,711
0.35% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
435
shares
|
$398,794
0.26% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
435
shares
|
$398,794
0.1% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
435
shares
|
$398,794
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
434
shares
|
$397,878
0.17% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
434
shares
|
$397,878
0.21% of portfolio
|
Q2 2025
Added 48.63%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
432
shares
|
$396,044
0.39% of portfolio
|
Q1 2025
Added 0.7%
|