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 $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
17,617
shares
|
$17 Million
1.94% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
17,499
shares
|
$16.9 Million
1.05% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
17,485
shares
|
$16.8 Million
0.77% of portfolio
|
Q2 2025
Added 383.41%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
17,466
shares
|
$16.8 Million
0.53% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
17,454
shares
|
$16.8 Million
3.21% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,416
shares
|
$16.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 45.85%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
17,401
shares
|
$16.8 Million
1.13% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
17,395
shares
|
$16.8 Million
0.69% of portfolio
|
Q2 2025
Added 116.54%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
17,388
shares
|
$16.7 Million
0.27% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
17,383
shares
|
$16.7 Million
1.29% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
17,320
shares
|
$16.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
17,317
shares
|
$16.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
17,313
shares
|
$16.7 Million
5.1% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
17,297
shares
|
$16.7 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
17,270
shares
|
$16.6 Million
0.51% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
17,260
shares
|
$16.6 Million
1.17% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
17,251
shares
|
$16.6 Million
0.99% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
17,196
shares
|
$16.6 Million
2.51% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,154
shares
|
$16.5 Million
2.24% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
17,152
shares
|
$16.5 Million
2.13% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
17,131
shares
|
$16.5 Million
5.64% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
17,069
shares
|
$16.4 Million
0.19% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,014
shares
|
$16.4 Million
4.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
17,011
shares
|
$16.4 Million
2.8% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,998
shares
|
$16.4 Million
2.46% of portfolio
|
Q2 2025
Reduced 9.06%
|