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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
4,755
shares
|
$4.58 Million
1.13% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,752
shares
|
$4.58 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
4,751
shares
|
$4.58 Million
1.1% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
4,741
shares
|
$4.57 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,740
shares
|
$4.56 Million
2.46% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,731
shares
|
$4.56 Million
0.64% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,727
shares
|
$4.55 Million
0.55% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,724
shares
|
$4.55 Million
3.69% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
4,701
shares
|
$4.53 Million
1.81% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
4,700
shares
|
$4.53 Million
4.94% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,689
shares
|
$4.52 Million
0.27% of portfolio
|
Q2 2025
Added 142.95%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
4,688
shares
|
$4.51 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Tsai Capital Corp
New York, NY |
Aug 13, 2025 Q2 2025 |
4,687
shares
|
$4.51 Million
4.21% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,686
shares
|
$4.51 Million
0.22% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,668
shares
|
$4.5 Million
0.38% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,665
shares
|
$4.49 Million
0.63% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
4,664
shares
|
$4.49 Million
1.5% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,658
shares
|
$4.49 Million
1.73% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,655
shares
|
$4.48 Million
0.19% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,654
shares
|
$4.48 Million
0.21% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
4,640
shares
|
$4.47 Million
2.56% of portfolio
|
Q2 2025
Added 166.82%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
4,633
shares
|
$4.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
4,630
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Added 33.05%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,621
shares
|
$4.45 Million
0.42% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
4,617
shares
|
$4.45 Million
1.2% of portfolio
|
Q2 2025
Added 14.57%
|