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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
7,978
shares
|
$7.68 Million
0.33% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
7,977
shares
|
$7.68 Million
2.38% of portfolio
|
Q2 2025
Reduced 43.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,969
shares
|
$7.67 Million
0.52% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
7,960
shares
|
$7.67 Million
2.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
7,949
shares
|
$7.66 Million
1.93% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
7,940
shares
|
$7.65 Million
4.67% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
7,925
shares
|
$7.63 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
7,925
shares
|
$7.63 Million
1.65% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,921
shares
|
$7.63 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,893
shares
|
$7.6 Million
3.76% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
7,859
shares
|
$7.57 Million
0.53% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
7,849
shares
|
$7.56 Million
1.38% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
7,846
shares
|
$7.56 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,814
shares
|
$7.53 Million
0.93% of portfolio
|
Q4 2022
Added 10.09%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,803
shares
|
$7.51 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
7,799
shares
|
$7.51 Million
2.52% of portfolio
|
Q2 2025
Added 47.32%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
7,761
shares
|
$7.47 Million
0.35% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,753
shares
|
$7.47 Million
2.01% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
7,750
shares
|
$7.46 Million
1.08% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
7,732
shares
|
$7.45 Million
0.61% of portfolio
|
Q2 2025
Added 1665.3%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
7,701
shares
|
$7.42 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,690
shares
|
$7.41 Million
0.29% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
7,686
shares
|
$7.4 Million
4.48% of portfolio
|
Q3 2022
Reduced 49.47%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
7,677
shares
|
$7.39 Million
0.46% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,672
shares
|
$7.39 Million
0.16% of portfolio
|
Q2 2025
Added 8.24%
|