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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
6,885
shares
|
$6.63 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
6,859
shares
|
$6.61 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
6,854
shares
|
$6.6 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,848
shares
|
$6.59 Million
0.51% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,832
shares
|
$6.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,826
shares
|
$6.57 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
6,819
shares
|
$6.57 Million
1.35% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,814
shares
|
$6.56 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
6,802
shares
|
$6.55 Million
0.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Stf Management LP
Frisco, TX |
Aug 07, 2025 Q2 2025 |
6,770
shares
|
$6.52 Million
2.64% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
6,768
shares
|
$6.52 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
6,756
shares
|
$6.51 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
6,756
shares
|
$6.51 Million
0.66% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
6,754
shares
|
$6.5 Million
3.47% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
6,752
shares
|
$6.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 83.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,748
shares
|
$6.5 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
6,742
shares
|
$6.49 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
6,736
shares
|
$6.49 Million
3.62% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
6,720
shares
|
$6.47 Million
3.39% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
6,709
shares
|
$6.46 Million
0.29% of portfolio
|
Q3 2022
Added 73.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
6,695
shares
|
$6.45 Million
0.79% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
6,689
shares
|
$6.44 Million
1.15% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
6,684
shares
|
$6.44 Million
0.41% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
6,664
shares
|
$6.42 Million
1.38% of portfolio
|
Q2 2025
Added 42.09%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,660
shares
|
$6.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|