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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,367
shares
|
$3.24 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,361
shares
|
$3.24 Million
0.6% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
3,356
shares
|
$3.23 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,349
shares
|
$3.23 Million
0.86% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
3,345
shares
|
$3.22 Million
0.62% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
3,342
shares
|
$3.22 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,340
shares
|
$3.22 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,335
shares
|
$3.21 Million
0.71% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,325
shares
|
$3.2 Million
1.02% of portfolio
|
Q2 2022
Reduced 14.85%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
3,317
shares
|
$3.19 Million
1.67% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
3,314
shares
|
$3.19 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
3,314
shares
|
$3.19 Million
0.33% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,313
shares
|
$3.19 Million
1.75% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,309
shares
|
$3.19 Million
1.09% of portfolio
|
Q3 2022
Added 13.63%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,306
shares
|
$3.18 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,305
shares
|
$3.18 Million
0.25% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
3,300
shares
|
$3.18 Million
1.15% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
3,300
shares
|
$3.18 Million
1.39% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
3,292
shares
|
$3.17 Million
0.62% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,291
shares
|
$3.17 Million
0.02% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,290
shares
|
$3.17 Million
0.7% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,289
shares
|
$3.17 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,285
shares
|
$3.16 Million
1.72% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
3,279
shares
|
$3.16 Million
0.33% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
3,277
shares
|
$3.16 Million
1.69% of portfolio
|
Q2 2025
Reduced 8.9%
|