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 |
|---|---|---|---|---|---|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
3,170
shares
|
$3.05 Million
0.16% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,165
shares
|
$3.05 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,159
shares
|
$3.04 Million
0.98% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,155
shares
|
$3.04 Million
1.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,146
shares
|
$3.03 Million
0.59% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
3,143
shares
|
$3.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,143
shares
|
$3.03 Million
2.83% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
3,142
shares
|
$3.03 Million
2.45% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,140
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.55%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,115
shares
|
$3 Million
1.09% of portfolio
|
Q2 2025
Added 44.48%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
3,113
shares
|
$3 Million
0.82% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,110
shares
|
$3 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,095
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,091
shares
|
$2.98 Million
0.31% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,085
shares
|
$2.97 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,085
shares
|
$2.97 Million
0.25% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,076
shares
|
$2.96 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,074
shares
|
$2.96 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
3,071
shares
|
$2.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
3,056
shares
|
$2.94 Million
0.64% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
3,041
shares
|
$2.93 Million
1.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
3,037
shares
|
$2.92 Million
1.7% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
3,037
shares
|
$2.92 Million
2.67% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,030
shares
|
$2.92 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,030
shares
|
$2.92 Million
0.23% of portfolio
|
Q2 2025
Added 1.75%
|