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 |
|---|---|---|---|---|---|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
376
shares
|
$344,705
0.1% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
376
shares
|
$344,705
0.23% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
375
shares
|
$343,788
0.07% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
375
shares
|
$343,788
0.05% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
374
shares
|
$342,871
0.19% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
374
shares
|
$342,871
0.13% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
374
shares
|
$342,871
0.04% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
374
shares
|
$342,871
0.32% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
374
shares
|
$342,871
0.08% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
373
shares
|
$341,955
0.07% of portfolio
|
Q2 2023
Reduced 73.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$341,955
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
370
shares
|
$339,204
0.14% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
370
shares
|
$339,204
0.15% of portfolio
|
Q2 2025
Reduced 94.28%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
370
shares
|
$339,204
0.1% of portfolio
|
Q3 2022
Reduced 4.64%
|
|
|
Karani Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
370
shares
|
$339,204
0.36% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
369
shares
|
$338,288
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
369
shares
|
$338,288
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Sep 22, 2025 Q2 2025 |
369
shares
|
$338,288
0.24% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
367
shares
|
$336,454
0.08% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
367
shares
|
$336,454
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
367
shares
|
$336,454
0.29% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
366
shares
|
$335,537
0.15% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
366
shares
|
$335,537
0.19% of portfolio
|
Q2 2025
Added 48.18%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
366
shares
|
$335,537
0.09% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
366
shares
|
$335,537
0.29% of portfolio
|
Q2 2025
Added 0.55%
|