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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
4,240
shares
|
$4.08 Million
1.69% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,236
shares
|
$4.08 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,230
shares
|
$4.07 Million
1.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
4,230
shares
|
$4.07 Million
2.94% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,226
shares
|
$4.07 Million
0.2% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
4,223
shares
|
$4.07 Million
0.49% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
4,222
shares
|
$4.07 Million
1.8% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
4,221
shares
|
$4.06 Million
2.73% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,221
shares
|
$4.06 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,219
shares
|
$4.06 Million
1.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
4,218
shares
|
$4.06 Million
1.9% of portfolio
|
Q2 2025
Added 52.83%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,214
shares
|
$4.06 Million
1.42% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
4,213
shares
|
$4.06 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,211
shares
|
$4.06 Million
0.3% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,209
shares
|
$4.05 Million
0.78% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
4,209
shares
|
$4.05 Million
3.61% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
4,204
shares
|
$4.05 Million
1.12% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
4,197
shares
|
$4.04 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,194
shares
|
$4.04 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,191
shares
|
$4.04 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,191
shares
|
$4.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,185
shares
|
$4.03 Million
0.32% of portfolio
|
Q3 2022
Reduced 3.37%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
4,178
shares
|
$4.02 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,177
shares
|
$4.02 Million
0.51% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,174
shares
|
$4.02 Million
0.05% of portfolio
|
Q2 2025
Added 1.41%
|