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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
9,930
shares
|
$9.56 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
9,905
shares
|
$9.54 Million
7.35% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
9,890
shares
|
$9.52 Million
3.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
9,885
shares
|
$9.52 Million
0.51% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,881
shares
|
$9.52 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9,879
shares
|
$9.51 Million
0.4% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
9,879
shares
|
$9.51 Million
2.95% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
9,836
shares
|
$9.47 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
9,833
shares
|
$9.47 Million
0.83% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
9,804
shares
|
$9.44 Million
0.22% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
9,795
shares
|
$9.43 Million
2.47% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
9,790
shares
|
$9.43 Million
0.72% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,749
shares
|
$9.39 Million
0.34% of portfolio
|
Q2 2022
Added 5.79%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
9,748
shares
|
$9.39 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
9,740
shares
|
$9.38 Million
1.1% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
9,730
shares
|
$9.37 Million
1.11% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,718
shares
|
$9.36 Million
0.61% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
9,717
shares
|
$9.36 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
9,710
shares
|
$9.35 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
9,700
shares
|
$9.34 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
9,687
shares
|
$9.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,685
shares
|
$9.33 Million
1.86% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,680
shares
|
$9.32 Million
0.67% of portfolio
|
Q3 2022
Reduced 14.14%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
9,675
shares
|
$9.32 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
9,669
shares
|
$9.31 Million
0.07% of portfolio
|
Q2 2025
Added 657.17%
|