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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,696
shares
|
$5.49 Million
0.1% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
5,695
shares
|
$5.48 Million
1.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,691
shares
|
$5.48 Million
0.44% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,682
shares
|
$5.47 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,677
shares
|
$5.47 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
5,676
shares
|
$5.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 36.24%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
5,675
shares
|
$5.47 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,669
shares
|
$5.46 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
5,645
shares
|
$5.44 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,645
shares
|
$5.44 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,642
shares
|
$5.43 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,619
shares
|
$5.41 Million
0.23% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,612
shares
|
$5.4 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,611
shares
|
$5.4 Million
0.56% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
5,608
shares
|
$5.4 Million
1.51% of portfolio
|
Q2 2025
Added 351.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
5,605
shares
|
$5.4 Million
0.28% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,600
shares
|
$5.39 Million
0.58% of portfolio
|
Q2 2025
Added 155.71%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
5,591
shares
|
$5.38 Million
1.3% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
5,591
shares
|
$5.38 Million
6.29% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,590
shares
|
$5.38 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
5,587
shares
|
$5.38 Million
0.4% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,560
shares
|
$5.35 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
5,560
shares
|
$5.35 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
5,533
shares
|
$5.33 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,499
shares
|
$5.3 Million
0.35% of portfolio
|
Q2 2025
Added 2.63%
|