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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7,584
shares
|
$7.23 Million
2.22% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
7,583
shares
|
$7.23 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
7,583
shares
|
$7.23 Million
0.37% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
7,580
shares
|
$7.23 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
7,577
shares
|
$7.23 Million
0.66% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
7,559
shares
|
$7.21 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
7,551
shares
|
$7.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
7,549
shares
|
$7.2 Million
1.41% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,549
shares
|
$7.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
7,537
shares
|
$7.19 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
7,518
shares
|
$7.17 Million
2.51% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,517
shares
|
$7.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,511
shares
|
$7.16 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,493
shares
|
$7.15 Million
0.42% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
7,493
shares
|
$7.15 Million
1.81% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
7,493
shares
|
$7.15 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,471
shares
|
$7.13 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,458
shares
|
$7.11 Million
3.9% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
7,446
shares
|
$7.1 Million
2.5% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
7,441
shares
|
$7.1 Million
2.37% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
7,432
shares
|
$7.09 Million
5.51% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
7,398
shares
|
$7.06 Million
5.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
7,395
shares
|
$7.05 Million
1.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
7,376
shares
|
$7.04 Million
4.64% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
7,373
shares
|
$7.03 Million
3.27% of portfolio
|
Q2 2025
Added 188.01%
|