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 |
|---|---|---|---|---|---|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
7,651
shares
|
$7.37 Million
2.46% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,627
shares
|
$7.35 Million
0.37% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,623
shares
|
$7.34 Million
0.25% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7,621
shares
|
$7.34 Million
1.59% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
7,613
shares
|
$7.33 Million
2.54% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,605
shares
|
$7.32 Million
1.75% of portfolio
|
Q2 2025
Added 58.27%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
7,595
shares
|
$7.31 Million
2.99% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
7,593
shares
|
$7.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
7,587
shares
|
$7.31 Million
4.87% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7,584
shares
|
$7.3 Million
2.22% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
7,582
shares
|
$7.3 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
7,582
shares
|
$7.3 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
7,559
shares
|
$7.28 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,552
shares
|
$7.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 30.29%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
7,551
shares
|
$7.27 Million
0.8% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
7,543
shares
|
$7.26 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
7,537
shares
|
$7.26 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,517
shares
|
$7.24 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
|
$7.23 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
7,499
shares
|
$7.22 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
7,493
shares
|
$7.22 Million
1.81% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
7,485
shares
|
$7.21 Million
0.41% of portfolio
|
Q2 2025
Reduced 56.08%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
7,473
shares
|
$7.2 Million
4.43% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,471
shares
|
$7.19 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Carroll Investors, Inc
|
Aug 13, 2025 Q2 2025 |
7,469
shares
|
$7.19 Million
3.93% of portfolio
|
Q2 2025
Added 1.26%
|