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 |
|---|---|---|---|---|---|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,248
shares
|
$3.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
3,242
shares
|
$3.03 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,236
shares
|
$3.02 Million
0.57% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
3,230
shares
|
$3.02 Million
1.88% of portfolio
|
Q3 2022
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
3,230
shares
|
$3.02 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Night Squared LP
New York, NY |
May 15, 2025 Q1 2025 |
3,230
shares
|
$3.02 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,217
shares
|
$3 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
3,209
shares
|
$3 Million
0.88% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,204
shares
|
$2.99 Million
0.84% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
3,200
shares
|
$2.99 Million
0.72% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$2.99 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,182
shares
|
$2.97 Million
0.23% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,181
shares
|
$2.97 Million
0.92% of portfolio
|
Q2 2025
Added 149.49%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
3,174
shares
|
$2.96 Million
1.64% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,159
shares
|
$2.95 Million
0.98% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
3,155
shares
|
$2.95 Million
1.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
3,150
shares
|
$2.94 Million
1.58% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,149
shares
|
$2.94 Million
0.67% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
3,149
shares
|
$2.94 Million
0.17% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,143
shares
|
$2.93 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,141
shares
|
$2.93 Million
0.1% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,137
shares
|
$2.93 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
3,131
shares
|
$2.92 Million
2.54% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
3,127
shares
|
$2.92 Million
0.84% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
3,125
shares
|
$2.92 Million
2.08% of portfolio
|
Q1 2025
Reduced 6.8%
|