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 4,432 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $280 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,070
shares
|
$4.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
5,049
shares
|
$4.78 Million
1.06% of portfolio
|
Q2 2025
Added 0.68%
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
5,047
shares
|
$4.78 Million
4.98% of portfolio
|
Q2 2025
Added 11.09%
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
5,040
shares
|
$4.78 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,038
shares
|
$4.77 Million
2.29% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
5,034
shares
|
$4.77 Million
2.29% of portfolio
|
Q2 2025
Added 0.6%
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
5,016
shares
|
$4.75 Million
1.18% of portfolio
|
Q1 2024
Reduced 41.15%
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
5,013
shares
|
$4.75 Million
0.85% of portfolio
|
Q2 2025
Added 2.08%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,001
shares
|
$4.74 Million
1.26% of portfolio
|
Q3 2023
Reduced 8.71%
|
|
Carmignac Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
5,000
shares
|
$4.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
4,988
shares
|
$4.73 Million
3.59% of portfolio
|
Q1 2025
Added 9.03%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
4,961
shares
|
$4.7 Million
1.24% of portfolio
|
Q1 2025
Added 6.03%
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,956
shares
|
$4.7 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,951
shares
|
$4.69 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
4,942
shares
|
$4.68 Million
0.62% of portfolio
|
Q1 2025
Added 2.3%
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
4,940
shares
|
$4.68 Million
0.71% of portfolio
|
Q1 2025
Added 5.22%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,932
shares
|
$4.67 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,931
shares
|
$4.67 Million
0.64% of portfolio
|
Q1 2025
Added 13.28%
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
4,928
shares
|
$4.67 Million
5.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
4,924
shares
|
$4.67 Million
3.97% of portfolio
|
Q1 2025
New holding
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,909
shares
|
$4.65 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
4,903
shares
|
$4.65 Million
4.43% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
4,900
shares
|
$4.64 Million
1.99% of portfolio
|
Q1 2025
Added 1.81%
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
4,899
shares
|
$4.64 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,869
shares
|
$4.61 Million
0.45% of portfolio
|
Q2 2025
Added 1.56%
|