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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,965
shares
|
$2.86 Million
1.48% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,952
shares
|
$2.84 Million
0.35% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,952
shares
|
$2.84 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,951
shares
|
$2.84 Million
1.09% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,948
shares
|
$2.84 Million
0.98% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,944
shares
|
$2.84 Million
0.23% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
2,931
shares
|
$2.82 Million
1.22% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
2,918
shares
|
$2.81 Million
1.06% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,913
shares
|
$2.81 Million
0.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
2,909
shares
|
$2.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.82%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,907
shares
|
$2.8 Million
0.55% of portfolio
|
Q2 2025
Added 42.43%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,906
shares
|
$2.8 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
2,905
shares
|
$2.8 Million
0.86% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,903
shares
|
$2.8 Million
1.55% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
2,893
shares
|
$2.79 Million
0.33% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
2,890
shares
|
$2.78 Million
0.63% of portfolio
|
Q4 2022
Reduced 17.19%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,887
shares
|
$2.78 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
2,886
shares
|
$2.78 Million
2.22% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,884
shares
|
$2.78 Million
0.91% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,883
shares
|
$2.78 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,878
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
2,878
shares
|
$2.77 Million
1.59% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,870
shares
|
$2.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,869
shares
|
$2.76 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,867
shares
|
$2.76 Million
0.56% of portfolio
|
Q2 2025
Added 7.58%
|