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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,251
shares
|
$11.8 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
12,220
shares
|
$11.8 Million
1.86% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
12,204
shares
|
$11.8 Million
0.9% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
12,151
shares
|
$11.7 Million
1.92% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,144
shares
|
$11.7 Million
0.31% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,118
shares
|
$11.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,112
shares
|
$11.7 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,076
shares
|
$11.6 Million
1.61% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
12,071
shares
|
$11.6 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
12,061
shares
|
$11.6 Million
0.84% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
12,042
shares
|
$11.6 Million
0.33% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
12,026
shares
|
$11.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 96.28%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,870
shares
|
$11.4 Million
2.9% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
11,860
shares
|
$11.4 Million
0.58% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
11,704
shares
|
$11.3 Million
0.37% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
11,702
shares
|
$11.3 Million
6.64% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
11,689
shares
|
$11.3 Million
2.3% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
11,683
shares
|
$11.3 Million
0.5% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
11,667
shares
|
$11.2 Million
6.6% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
11,642
shares
|
$11.2 Million
0.45% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
11,626
shares
|
$11.2 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
11,585
shares
|
$11.2 Million
0.71% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,579
shares
|
$11.2 Million
0.22% of portfolio
|
Q2 2025
Added 24.72%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
11,571
shares
|
$11.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
11,561
shares
|
$11.1 Million
1.02% of portfolio
|
Q2 2025
Added 16.44%
|