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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$13,751
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
15
shares
|
$13,751
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$13,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$11,918
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13
shares
|
$11,918
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$11,918
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
12
shares
|
$11,001
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
11
shares
|
$10,084
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
11
shares
|
$10,084
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
11
shares
|
$10,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$9,167
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
10
shares
|
$9,167
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
9
shares
|
$8,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
9
shares
|
$8,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
8
shares
|
$7,334
0.39% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$7,334
0.01% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$7,334
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
7
shares
|
$6,417
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
6
shares
|
$5,500
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
4
shares
|
$3,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
4
shares
|
$3,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$2,750
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3
shares
|
$2,750
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$2,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
3
shares
|
$2,750
0.0% of portfolio
|
Q4 2024
New holding
|