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 |
|---|---|---|---|---|---|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,545
shares
|
$3.41 Million
2.68% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,542
shares
|
$3.41 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,542
shares
|
$3.41 Million
0.23% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,541
shares
|
$3.41 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
3,538
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 283.73%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
3,523
shares
|
$3.39 Million
0.39% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
3,521
shares
|
$3.39 Million
2.38% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
3,520
shares
|
$3.39 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,519
shares
|
$3.39 Million
0.56% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
3,519
shares
|
$3.39 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,517
shares
|
$3.39 Million
0.24% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,517
shares
|
$3.39 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
|
$3.39 Million
1.79% of portfolio
|
Q2 2025
Added 50.26%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,509
shares
|
$3.38 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
|
$3.38 Million
2.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,504
shares
|
$3.37 Million
0.31% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
3,499
shares
|
$3.37 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
3,499
shares
|
$3.37 Million
0.27% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,498
shares
|
$3.37 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,490
shares
|
$3.36 Million
0.48% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,486
shares
|
$3.36 Million
0.41% of portfolio
|
Q2 2025
Reduced 45.99%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
3,486
shares
|
$3.36 Million
3.37% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
3,485
shares
|
$3.36 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,473
shares
|
$3.34 Million
0.11% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,471
shares
|
$3.34 Million
0.94% of portfolio
|
Q2 2025
Added 0.49%
|