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 |
---|---|---|---|---|---|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,563
shares
|
$6.26 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
6,558
shares
|
$6.26 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
6,540
shares
|
$6.24 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
6,516
shares
|
$6.22 Million
2.58% of portfolio
|
Q2 2022
Added 0.57%
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
6,503
shares
|
$6.2 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
6,491
shares
|
$6.19 Million
2.78% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
6,466
shares
|
$6.17 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
6,454
shares
|
$6.16 Million
0.89% of portfolio
|
Q1 2025
Added 87.78%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
6,451
shares
|
$6.15 Million
0.23% of portfolio
|
Q1 2025
Added 2.2%
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
6,450
shares
|
$6.15 Million
4.88% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
6,446
shares
|
$6.15 Million
1.99% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,444
shares
|
$6.15 Million
0.29% of portfolio
|
Q4 2022
Added 14.19%
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
6,435
shares
|
$6.14 Million
0.23% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
6,426
shares
|
$6.13 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
6,425
shares
|
$6.13 Million
2.54% of portfolio
|
Q2 2025
Added 2.1%
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
6,418
shares
|
$6.12 Million
1.13% of portfolio
|
Q2 2025
Added 5.47%
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
6,415
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 95.08%
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
6,407
shares
|
$6.11 Million
2.27% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
6,400
shares
|
$6.11 Million
0.22% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
6,394
shares
|
$6.1 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,373
shares
|
$6.08 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
6,366
shares
|
$6.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
6,362
shares
|
$6.07 Million
1.48% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
6,362
shares
|
$6.07 Million
1.91% of portfolio
|
Q1 2025
Added 8.07%
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
6,353
shares
|
$6.06 Million
1.62% of portfolio
|
Q1 2025
Reduced 13.59%
|