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 |
|---|---|---|---|---|---|
|
Carmignac Gestion
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$4.82 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,989
shares
|
$4.8 Million
0.36% of portfolio
|
Q2 2025
Added 73.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
4,977
shares
|
$4.79 Million
1.2% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,956
shares
|
$4.77 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
|
$4.77 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,916
shares
|
$4.73 Million
0.31% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,909
shares
|
$4.73 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
4,908
shares
|
$4.73 Million
4.95% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
4,902
shares
|
$4.72 Million
5.38% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,893
shares
|
$4.71 Million
0.19% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
4,883
shares
|
$4.7 Million
0.3% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,869
shares
|
$4.69 Million
0.45% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,868
shares
|
$4.69 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
4,867
shares
|
$4.69 Million
0.93% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
4,863
shares
|
$4.68 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
4,858
shares
|
$4.68 Million
2.4% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,824
shares
|
$4.65 Million
1.75% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,822
shares
|
$4.64 Million
0.56% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
4,818
shares
|
$4.64 Million
0.99% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,812
shares
|
$4.63 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
4,799
shares
|
$4.62 Million
0.84% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
4,799
shares
|
$4.62 Million
3.29% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,792
shares
|
$4.61 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
4,775
shares
|
$4.6 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
4,774
shares
|
$4.6 Million
2.28% of portfolio
|
Q1 2025
Added 11.46%
|