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 |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
421
shares
|
$385,960
0.2% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
421
shares
|
$385,960
0.27% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
420
shares
|
$385,043
0.13% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
420
shares
|
$385,043
0.06% of portfolio
|
Q2 2025
Added 44.33%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
420
shares
|
$385,043
0.21% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
420
shares
|
$385,043
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
419
shares
|
$384,126
0.2% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
419
shares
|
$384,126
0.15% of portfolio
|
Q1 2025
Reduced 49.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
419
shares
|
$384,126
0.12% of portfolio
|
Q3 2023
Added 6.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
417
shares
|
$382,293
0.04% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
417
shares
|
$382,293
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
416
shares
|
$381,376
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
416
shares
|
$381,376
0.18% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
416
shares
|
$381,376
0.34% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
415
shares
|
$380,459
0.01% of portfolio
|
Q2 2025
Reduced 80.46%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
415
shares
|
$380,459
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
415
shares
|
$380,459
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
414
shares
|
$379,542
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
413
shares
|
$378,626
0.34% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
412
shares
|
$377,709
0.14% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
412
shares
|
$377,709
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
412
shares
|
$377,709
0.24% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
412
shares
|
$377,709
0.14% of portfolio
|
Q2 2025
Added 62.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
411
shares
|
$376,792
0.13% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
410
shares
|
$375,875
0.13% of portfolio
|
Q2 2025
Added 5.67%
|