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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
6,418
shares
|
$6.18 Million
1.13% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
6,407
shares
|
$6.17 Million
2.19% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
6,400
shares
|
$6.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
6,397
shares
|
$6.16 Million
0.41% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,391
shares
|
$6.15 Million
0.27% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,385
shares
|
$6.15 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
6,374
shares
|
$6.14 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
6,374
shares
|
$6.14 Million
0.18% of portfolio
|
Q2 2025
Added 46.06%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,373
shares
|
$6.14 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
6,360
shares
|
$6.12 Million
1.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,349
shares
|
$6.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
6,331
shares
|
$6.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
6,327
shares
|
$6.09 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$6.09 Million
0.12% of portfolio
|
Q3 2024
Added 117.13%
|
|
|
Ws Management Lllp
Jacksonville, FL |
Aug 14, 2025 Q2 2025 |
6,285
shares
|
$6.05 Million
0.93% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,266
shares
|
$6.03 Million
0.19% of portfolio
|
Q3 2022
Added 3.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,262
shares
|
$6.03 Million
0.27% of portfolio
|
Q4 2023
Reduced 5.08%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,261
shares
|
$6.03 Million
1.54% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
6,258
shares
|
$6.03 Million
2.44% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,252
shares
|
$6.02 Million
2.23% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,244
shares
|
$6.01 Million
0.53% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
6,228
shares
|
$6 Million
0.95% of portfolio
|
Q2 2025
Added 130.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,206
shares
|
$5.98 Million
0.31% of portfolio
|
Q2 2025
Added 132.52%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
6,197
shares
|
$5.97 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
6,186
shares
|
$5.96 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.11%
|