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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
8,662
shares
|
$8.34 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
8,642
shares
|
$8.32 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
8,614
shares
|
$8.3 Million
4.29% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,601
shares
|
$8.28 Million
3.17% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
8,598
shares
|
$8.28 Million
4.32% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
8,587
shares
|
$8.27 Million
1.53% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
8,583
shares
|
$8.27 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
8,574
shares
|
$8.26 Million
1.58% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
8,549
shares
|
$8.23 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
8,547
shares
|
$8.23 Million
0.33% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
8,543
shares
|
$8.23 Million
3.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,510
shares
|
$8.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
8,502
shares
|
$8.19 Million
1.5% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
8,499
shares
|
$8.18 Million
1.16% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
8,479
shares
|
$8.17 Million
5.92% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
8,461
shares
|
$8.15 Million
5.22% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,455
shares
|
$8.14 Million
0.82% of portfolio
|
Q1 2023
Added 0.87%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
8,453
shares
|
$8.14 Million
2.72% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
8,447
shares
|
$8.13 Million
0.22% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
8,435
shares
|
$8.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
8,393
shares
|
$8.08 Million
0.09% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
8,313
shares
|
$8.01 Million
1.05% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
8,305
shares
|
$8 Million
0.32% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
8,300
shares
|
$7.99 Million
4.15% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,291
shares
|
$7.98 Million
1.23% of portfolio
|
Q2 2025
Added 5.23%
|