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 |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
28
shares
|
$25,669
0.02% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$24,752
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
27
shares
|
$24,752
0.02% of portfolio
|
Q2 2025
Reduced 48.08%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$23,836
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$23,836
0.01% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
25
shares
|
$22,919
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
25
shares
|
$22,919
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
25
shares
|
$22,919
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
24
shares
|
$22,002
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
24
shares
|
$22,002
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23
shares
|
$21,085
0.02% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
21
shares
|
$19,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
21
shares
|
$19,252
0.01% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$18,335
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
20
shares
|
$18,335
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$18,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$17,418
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
19
shares
|
$17,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
19
shares
|
$17,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$15,585
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
17
shares
|
$15,585
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
16
shares
|
$14,668
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$14,668
0.01% of portfolio
|
Q2 2025
Reduced 99.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
15
shares
|
$13,751
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$13,751
0.0% of portfolio
|
Q4 2021
New holding
|