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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
12,877
shares
|
$12.4 Million
1.98% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
12,853
shares
|
$12.4 Million
2.84% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
12,821
shares
|
$12.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
12,799
shares
|
$12.3 Million
1.38% of portfolio
|
Q2 2025
Added 1796.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
12,789
shares
|
$12.3 Million
0.23% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,769
shares
|
$12.3 Million
0.62% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,729
shares
|
$12.3 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
12,694
shares
|
$12.2 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,681
shares
|
$12.2 Million
0.83% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
12,636
shares
|
$12.2 Million
1.78% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
12,633
shares
|
$12.2 Million
6.95% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12,565
shares
|
$12.1 Million
4.33% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
12,557
shares
|
$12.1 Million
3.12% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
12,532
shares
|
$12.1 Million
3.49% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
12,528
shares
|
$12.1 Million
0.31% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,517
shares
|
$12.1 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
12,505
shares
|
$12 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
12,466
shares
|
$12 Million
2.16% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
12,426
shares
|
$12 Million
0.93% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
12,397
shares
|
$11.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
12,393
shares
|
$11.9 Million
1.85% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,375
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
12,325
shares
|
$11.9 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
12,315
shares
|
$11.9 Million
0.72% of portfolio
|
Q2 2025
Added 108.23%
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
12,309
shares
|
$11.9 Million
3.75% of portfolio
|
Q2 2025
Added 5.89%
|