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 4,442 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 $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,545
shares
|
$3.31 Million
2.68% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,542
shares
|
$3.31 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
3,537
shares
|
$3.3 Million
0.78% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
3,529
shares
|
$3.3 Million
3.3% of portfolio
|
Q1 2025
Added 54.78%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
3,529
shares
|
$3.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
3,527
shares
|
$3.29 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,519
shares
|
$3.29 Million
0.56% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,517
shares
|
$3.28 Million
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
3,516
shares
|
$3.28 Million
1.79% of portfolio
|
Q2 2025
Added 50.26%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,511
shares
|
$3.28 Million
0.44% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,510
shares
|
$3.28 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,509
shares
|
$3.28 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
3,509
shares
|
$3.28 Million
2.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,498
shares
|
$3.27 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
3,497
shares
|
$3.27 Million
1.36% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
3,495
shares
|
$3.26 Million
1.36% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
3,486
shares
|
$3.26 Million
3.37% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
3,485
shares
|
$3.25 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
3,480
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 45.85%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
3,478
shares
|
$3.25 Million
0.4% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,471
shares
|
$3.24 Million
0.94% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
3,470
shares
|
$3.24 Million
0.67% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,470
shares
|
$3.24 Million
1.39% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,463
shares
|
$3.23 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
3,461
shares
|
$3.23 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.89%
|