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 |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
6,025
shares
|
$5.8 Million
2.72% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,015
shares
|
$5.79 Million
0.76% of portfolio
|
Q3 2023
Added 2.1%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
6,006
shares
|
$5.78 Million
2.55% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,005
shares
|
$5.78 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
5,999
shares
|
$5.78 Million
0.44% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
5,992
shares
|
$5.77 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,990
shares
|
$5.77 Million
0.95% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
5,977
shares
|
$5.76 Million
2.2% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,975
shares
|
$5.75 Million
0.19% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
5,965
shares
|
$5.74 Million
4.34% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
5,954
shares
|
$5.73 Million
0.41% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
5,946
shares
|
$5.73 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
5,941
shares
|
$5.72 Million
0.11% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
5,936
shares
|
$5.72 Million
2.5% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,931
shares
|
$5.71 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,916
shares
|
$5.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,915
shares
|
$5.7 Million
1.18% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,907
shares
|
$5.69 Million
0.61% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
5,905
shares
|
$5.69 Million
2.48% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
5,903
shares
|
$5.68 Million
1.04% of portfolio
|
Q2 2025
Added 22.7%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,884
shares
|
$5.67 Million
0.42% of portfolio
|
Q4 2023
Reduced 18.45%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
5,883
shares
|
$5.67 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
5,883
shares
|
$5.67 Million
0.32% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
5,873
shares
|
$5.66 Million
1.91% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
5,868
shares
|
$5.65 Million
1.21% of portfolio
|
Q2 2025
Reduced 4.09%
|