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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
9,603
shares
|
$9.25 Million
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,597
shares
|
$9.24 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
9,589
shares
|
$9.23 Million
3.54% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,519
shares
|
$9.17 Million
0.62% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
9,503
shares
|
$9.15 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,493
shares
|
$9.14 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
9,484
shares
|
$9.13 Million
2.29% of portfolio
|
Q4 2023
Reduced 25.69%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
9,465
shares
|
$9.12 Million
2.59% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
9,410
shares
|
$9.06 Million
2.19% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
9,399
shares
|
$9.05 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
9,384
shares
|
$9.04 Million
4.2% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,378
shares
|
$9.03 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,336
shares
|
$8.99 Million
0.17% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
9,291
shares
|
$8.95 Million
0.95% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
9,283
shares
|
$8.94 Million
2.17% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
9,281
shares
|
$8.94 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
9,274
shares
|
$8.93 Million
1.23% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Jul 30, 2025 Q2 2025 |
9,248
shares
|
$8.91 Million
5.87% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
9,237
shares
|
$8.9 Million
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,216
shares
|
$8.88 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
9,210
shares
|
$8.87 Million
2.46% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
9,160
shares
|
$8.82 Million
3.84% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
9,157
shares
|
$8.82 Million
5.76% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,156
shares
|
$8.82 Million
0.63% of portfolio
|
Q2 2025
Reduced 31.6%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,146
shares
|
$8.81 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.23%
|