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 |
|---|---|---|---|---|---|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,458
shares
|
$7.18 Million
3.9% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
7,441
shares
|
$7.17 Million
2.37% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
7,426
shares
|
$7.15 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
7,404
shares
|
$7.13 Million
5.52% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
7,395
shares
|
$7.12 Million
1.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
7,373
shares
|
$7.1 Million
3.27% of portfolio
|
Q2 2025
Added 188.01%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
7,367
shares
|
$7.09 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
7,367
shares
|
$7.09 Million
0.77% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,344
shares
|
$7.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 88.33%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
7,344
shares
|
$7.07 Million
2.55% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
7,329
shares
|
$7.06 Million
0.93% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Thematics Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
7,322
shares
|
$7.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,316
shares
|
$7.05 Million
0.48% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,295
shares
|
$7.03 Million
0.59% of portfolio
|
Q2 2025
Added 118.94%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
7,247
shares
|
$6.98 Million
0.24% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
7,232
shares
|
$6.96 Million
1.49% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
7,226
shares
|
$6.96 Million
1.65% of portfolio
|
Q2 2025
Added 61.01%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
7,209
shares
|
$6.94 Million
0.82% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,204
shares
|
$6.94 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
7,203
shares
|
$6.94 Million
1.07% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
7,200
shares
|
$6.93 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
7,176
shares
|
$6.91 Million
0.82% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
7,145
shares
|
$6.88 Million
0.98% of portfolio
|
Q2 2025
Added 91.61%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
7,133
shares
|
$6.87 Million
1.53% of portfolio
|
Q2 2025
Added 2.74%
|