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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
6,646
shares
|
$6.4 Million
1.23% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,639
shares
|
$6.39 Million
1.49% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
6,622
shares
|
$6.38 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$6.35 Million
0.71% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
6,590
shares
|
$6.35 Million
1.91% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,584
shares
|
$6.34 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,582
shares
|
$6.34 Million
1.94% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
6,579
shares
|
$6.34 Million
0.44% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,578
shares
|
$6.33 Million
0.51% of portfolio
|
Q3 2023
Reduced 30.9%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$6.33 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,563
shares
|
$6.32 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
6,560
shares
|
$6.32 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,558
shares
|
$6.32 Million
1.63% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
6,540
shares
|
$6.3 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
6,527
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2025
Added 910.37%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
6,520
shares
|
$6.28 Million
0.24% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
6,516
shares
|
$6.28 Million
2.58% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
6,497
shares
|
$6.26 Million
3.47% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
6,469
shares
|
$6.23 Million
0.95% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
6,459
shares
|
$6.22 Million
1.63% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,453
shares
|
$6.21 Million
0.3% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
6,450
shares
|
$6.21 Million
4.88% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,444
shares
|
$6.21 Million
0.29% of portfolio
|
Q4 2022
Added 14.19%
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
6,428
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
6,425
shares
|
$6.19 Million
2.54% of portfolio
|
Q2 2025
Added 2.1%
|