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 4,427 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,140
shares
|
$8.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
9,098
shares
|
$8.68 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
9,098
shares
|
$8.68 Million
2.39% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,093
shares
|
$8.67 Million
0.67% of portfolio
|
Q2 2023
Added 610.95%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
9,062
shares
|
$8.64 Million
1.01% of portfolio
|
Q2 2025
Added 83.0%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
9,056
shares
|
$8.64 Million
0.58% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
9,056
shares
|
$8.64 Million
0.51% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
9,026
shares
|
$8.61 Million
2.84% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,002
shares
|
$8.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8,981
shares
|
$8.57 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,979
shares
|
$8.57 Million
0.63% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
8,955
shares
|
$8.54 Million
0.36% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,955
shares
|
$8.54 Million
0.74% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
8,945
shares
|
$8.53 Million
0.62% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,919
shares
|
$8.51 Million
0.21% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
8,902
shares
|
$8.49 Million
0.24% of portfolio
|
Q1 2025
Added 78.97%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
8,863
shares
|
$8.45 Million
0.16% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
8,848
shares
|
$8.44 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,829
shares
|
$8.42 Million
0.84% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
8,816
shares
|
$8.41 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
8,801
shares
|
$8.4 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$8.37 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
8,742
shares
|
$8.34 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
8,712
shares
|
$8.31 Million
1.53% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
8,683
shares
|
$8.28 Million
2.27% of portfolio
|
Q2 2025
Reduced 9.63%
|