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 |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,866
shares
|
$5.65 Million
0.76% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,847
shares
|
$5.63 Million
2.92% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
5,846
shares
|
$5.63 Million
2.24% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
5,828
shares
|
$5.61 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
5,824
shares
|
$5.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
5,815
shares
|
$5.6 Million
2.2% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
5,813
shares
|
$5.6 Million
3.63% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
5,800
shares
|
$5.59 Million
0.42% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,796
shares
|
$5.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,794
shares
|
$5.58 Million
0.64% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,785
shares
|
$5.57 Million
0.44% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
5,775
shares
|
$5.56 Million
2.65% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
5,772
shares
|
$5.56 Million
1.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
5,767
shares
|
$5.55 Million
1.95% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,766
shares
|
$5.55 Million
1.48% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
5,765
shares
|
$5.55 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,758
shares
|
$5.55 Million
1.42% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
5,743
shares
|
$5.53 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
5,743
shares
|
$5.53 Million
1.66% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
5,742
shares
|
$5.53 Million
2.68% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,740
shares
|
$5.53 Million
0.1% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
5,718
shares
|
$5.51 Million
0.09% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
5,714
shares
|
$5.5 Million
0.63% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,705
shares
|
$5.49 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,701
shares
|
$5.49 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.58%
|