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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,962
shares
|
$10.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
10,961
shares
|
$10.6 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,961
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2022
Added 112.83%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,947
shares
|
$10.5 Million
1.83% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,945
shares
|
$10.5 Million
1.09% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,937
shares
|
$10.5 Million
2.24% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,919
shares
|
$10.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,894
shares
|
$10.5 Million
2.71% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,822
shares
|
$10.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
10,814
shares
|
$10.4 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
10,802
shares
|
$10.4 Million
5.2% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,797
shares
|
$10.4 Million
0.39% of portfolio
|
Q2 2022
Added 15.55%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
10,776
shares
|
$10.4 Million
1.12% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
10,769
shares
|
$10.4 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
10,682
shares
|
$10.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
10,653
shares
|
$10.3 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
10,583
shares
|
$10.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
10,582
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 62.72%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,512
shares
|
$10.1 Million
0.29% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
10,504
shares
|
$10.1 Million
9.97% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
10,477
shares
|
$10.1 Million
4.93% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
10,469
shares
|
$10.1 Million
0.45% of portfolio
|
Q2 2025
Added 102.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,453
shares
|
$10.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 76.69%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
10,438
shares
|
$10.1 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,431
shares
|
$10 Million
0.71% of portfolio
|
Q2 2025
Added 6.01%
|