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 4,506 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
21
shares
|
$20,816
0.01% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
21
shares
|
$20,816
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
20
shares
|
$19,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$19,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$18,833
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
19
shares
|
$18,833
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
19
shares
|
$18,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$16,851
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
17
shares
|
$16,851
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
16
shares
|
$15,860
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$15,860
0.01% of portfolio
|
Q2 2025
Reduced 99.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
15
shares
|
$14,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$14,868
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$14,868
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
15
shares
|
$14,868
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$14,868
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$12,886
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13
shares
|
$12,886
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$12,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
12
shares
|
$11,895
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
11
shares
|
$10,903
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
11
shares
|
$10,903
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
11
shares
|
$10,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$9,912
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
10
shares
|
$9,912
0.01% of portfolio
|
Q4 2023
New holding
|