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 |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
9,137
shares
|
$8.8 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
9,099
shares
|
$8.76 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
9,098
shares
|
$8.76 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,093
shares
|
$8.76 Million
0.67% of portfolio
|
Q2 2023
Added 610.95%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,065
shares
|
$8.73 Million
0.32% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
9,062
shares
|
$8.73 Million
1.01% of portfolio
|
Q2 2025
Added 83.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
9,052
shares
|
$8.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
9,050
shares
|
$8.72 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
9,011
shares
|
$8.68 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,002
shares
|
$8.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
8,970
shares
|
$8.64 Million
1.61% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
8,942
shares
|
$8.61 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
8,932
shares
|
$8.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
8,863
shares
|
$8.54 Million
0.16% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,829
shares
|
$8.5 Million
0.84% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
8,825
shares
|
$8.5 Million
3.86% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,801
shares
|
$8.48 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
8,800
shares
|
$8.47 Million
0.97% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
8,795
shares
|
$8.47 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$8.45 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
8,773
shares
|
$8.45 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,765
shares
|
$8.44 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
8,712
shares
|
$8.39 Million
1.53% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,701
shares
|
$8.38 Million
1.79% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
8,683
shares
|
$8.36 Million
2.27% of portfolio
|
Q2 2025
Reduced 9.63%
|