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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
3,030
shares
|
$2.83 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
3,016
shares
|
$2.82 Million
1.61% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,016
shares
|
$2.82 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,015
shares
|
$2.82 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
3,015
shares
|
$2.82 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
3,005
shares
|
$2.81 Million
0.8% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,004
shares
|
$2.81 Million
2.84% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
3,003
shares
|
$2.8 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$2.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
3,000
shares
|
$2.8 Million
0.91% of portfolio
|
Q1 2022
Reduced 36.84%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2022
Reduced 48.77%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
2,995
shares
|
$2.8 Million
3.18% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
2,988
shares
|
$2.79 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,987
shares
|
$2.79 Million
1.17% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,985
shares
|
$2.79 Million
2.17% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,981
shares
|
$2.78 Million
0.31% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jul 17, 2025 Q2 2025 |
2,981
shares
|
$2.78 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,979
shares
|
$2.78 Million
0.29% of portfolio
|
Q2 2025
Added 32.17%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
2,978
shares
|
$2.78 Million
0.24% of portfolio
|
Q1 2025
Added 272.25%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
2,978
shares
|
$2.78 Million
1.26% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,970
shares
|
$2.77 Million
0.24% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,969
shares
|
$2.77 Million
0.99% of portfolio
|
Q2 2025
Reduced 43.88%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,968
shares
|
$2.77 Million
0.35% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,952
shares
|
$2.76 Million
0.35% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,952
shares
|
$2.76 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.61%
|