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 |
|---|---|---|---|---|---|
|
Hoffman, Alan N Investment Management
|
Jul 31, 2025 Q2 2025 |
11,516
shares
|
$11.1 Million
5.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
11,500
shares
|
$11.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
11,500
shares
|
$11.1 Million
1.22% of portfolio
|
Q1 2025
Added 187.5%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,427
shares
|
$11 Million
0.86% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
11,425
shares
|
$11 Million
4.68% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
11,421
shares
|
$11 Million
1.53% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,375
shares
|
$11 Million
0.33% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
11,371
shares
|
$11 Million
2.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
11,354
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
Aug 14, 2025 Q2 2025 |
11,350
shares
|
$10.9 Million
6.96% of portfolio
|
Q3 2024
Reduced 37.29%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
11,333
shares
|
$10.9 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
11,333
shares
|
$10.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,321
shares
|
$10.9 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
11,282
shares
|
$10.9 Million
0.41% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
11,242
shares
|
$10.8 Million
1.48% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
11,165
shares
|
$10.8 Million
4.34% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
11,127
shares
|
$10.7 Million
0.19% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,126
shares
|
$10.7 Million
0.42% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
11,122
shares
|
$10.7 Million
12.27% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
11,093
shares
|
$10.7 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
11,087
shares
|
$10.7 Million
2.4% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,031
shares
|
$10.6 Million
6.73% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
10,986
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
10,980
shares
|
$10.6 Million
0.42% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
10,976
shares
|
$10.6 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.28%
|