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 4,520 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 $292 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
27,507
shares
|
$26.5 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
27,404
shares
|
$26.4 Million
0.76% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
27,398
shares
|
$26.4 Million
1.04% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
27,277
shares
|
$26.3 Million
0.38% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
27,263
shares
|
$26.3 Million
0.2% of portfolio
|
Q2 2022
Added 21.17%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
26,903
shares
|
$25.9 Million
2.21% of portfolio
|
Q4 2022
Reduced 2.69%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
26,765
shares
|
$25.8 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
26,703
shares
|
$25.7 Million
2.25% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
26,684
shares
|
$25.7 Million
1.18% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
26,589
shares
|
$25.6 Million
0.46% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
26,530
shares
|
$25.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
26,510
shares
|
$25.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
26,405
shares
|
$25.4 Million
2.5% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
North Point Portfolio Managers Corp
|
Jul 30, 2025 Q2 2025 |
26,404
shares
|
$25.4 Million
4.9% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
26,372
shares
|
$25.4 Million
3.28% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
26,321
shares
|
$25.3 Million
0.97% of portfolio
|
Q2 2025
Reduced 24.54%
|
|
|
Front Street Capital Management, Inc.
|
Aug 15, 2025 Q2 2025 |
25,944
shares
|
$25 Million
4.92% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
25,935
shares
|
$25 Million
1.03% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
25,839
shares
|
$24.9 Million
2.76% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
25,823
shares
|
$24.9 Million
0.56% of portfolio
|
Q2 2025
Added 85.48%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
25,796
shares
|
$24.8 Million
1.52% of portfolio
|
Q4 2023
Reduced 53.45%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
25,653
shares
|
$24.7 Million
0.37% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,591
shares
|
$24.6 Million
0.14% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
25,419
shares
|
$24.5 Million
2.79% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,377
shares
|
$24.4 Million
0.53% of portfolio
|
Q1 2024
Added 0.55%
|