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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
3,024
shares
|
$2.91 Million
0.45% of portfolio
|
Q2 2025
Added 74.39%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
3,020
shares
|
$2.91 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
3,018
shares
|
$2.91 Million
1.66% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,016
shares
|
$2.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
3,014
shares
|
$2.9 Million
1.86% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,010
shares
|
$2.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,005
shares
|
$2.89 Million
0.53% of portfolio
|
Q2 2025
Added 104.01%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,004
shares
|
$2.89 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
|
$2.89 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$2.89 Million
0.85% of portfolio
|
Q1 2022
Reduced 36.84%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$2.89 Million
0.28% of portfolio
|
Q3 2022
Reduced 48.77%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,996
shares
|
$2.89 Million
0.14% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
2,994
shares
|
$2.88 Million
0.36% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
2,988
shares
|
$2.88 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,987
shares
|
$2.88 Million
1.17% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
2,987
shares
|
$2.88 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,985
shares
|
$2.87 Million
2.17% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jul 17, 2025 Q2 2025 |
2,981
shares
|
$2.87 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
2,979
shares
|
$2.87 Million
0.29% of portfolio
|
Q2 2025
Added 32.17%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,979
shares
|
$2.87 Million
0.26% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,976
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2025
Added 31.8%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,969
shares
|
$2.86 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
|
$2.86 Million
0.35% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,967
shares
|
$2.86 Million
0.4% of portfolio
|
Q2 2025
Added 1.02%
|