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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,276
shares
|
$3.15 Million
0.07% of portfolio
|
Q2 2025
Added 58.26%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,268
shares
|
$3.15 Million
0.42% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,268
shares
|
$3.15 Million
0.78% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
3,265
shares
|
$3.14 Million
0.17% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,263
shares
|
$3.14 Million
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
3,260
shares
|
$3.14 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,255
shares
|
$3.13 Million
0.65% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,254
shares
|
$3.13 Million
0.97% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
3,250
shares
|
$3.13 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,249
shares
|
$3.13 Million
0.82% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
3,242
shares
|
$3.12 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
3,230
shares
|
$3.11 Million
1.88% of portfolio
|
Q3 2022
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
3,230
shares
|
$3.11 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,229
shares
|
$3.11 Million
0.18% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
3,226
shares
|
$3.11 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
3,209
shares
|
$3.09 Million
0.88% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
3,206
shares
|
$3.09 Million
0.63% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$3.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,196
shares
|
$3.08 Million
0.14% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,192
shares
|
$3.07 Million
1.0% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,188
shares
|
$3.07 Million
0.03% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,187
shares
|
$3.07 Million
0.33% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
3,184
shares
|
$3.07 Million
0.82% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,182
shares
|
$3.06 Million
0.21% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,181
shares
|
$3.06 Million
0.92% of portfolio
|
Q2 2025
Added 149.49%
|