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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
16,020
shares
|
$15.4 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,987
shares
|
$15.4 Million
0.28% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
15,982
shares
|
$15.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,978
shares
|
$15.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
15,971
shares
|
$15.4 Million
2.89% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,948
shares
|
$15.4 Million
1.02% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
|
Stony Point Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,922
shares
|
$15.3 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,882
shares
|
$15.3 Million
0.27% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
15,799
shares
|
$15.2 Million
0.09% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
15,777
shares
|
$15.2 Million
0.42% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,697
shares
|
$15.1 Million
0.34% of portfolio
|
Q4 2023
Added 7.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,688
shares
|
$15.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,652
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
15,649
shares
|
$15.1 Million
0.77% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,635
shares
|
$15.1 Million
0.55% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
15,615
shares
|
$15 Million
0.4% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,603
shares
|
$15 Million
0.84% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
15,534
shares
|
$15 Million
2.05% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
15,497
shares
|
$14.9 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,489
shares
|
$14.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
15,477
shares
|
$14.9 Million
1.46% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
15,455
shares
|
$14.9 Million
0.58% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
15,367
shares
|
$14.8 Million
0.82% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,269
shares
|
$14.7 Million
0.74% of portfolio
|
Q4 2024
Added 752.54%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,259
shares
|
$14.7 Million
6.73% of portfolio
|
Q2 2025
Added 4.13%
|