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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,866
shares
|
$2.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,863
shares
|
$2.76 Million
0.27% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
2,861
shares
|
$2.76 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$2.76 Million
0.06% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,861
shares
|
$2.76 Million
0.18% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
2,858
shares
|
$2.75 Million
0.28% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,854
shares
|
$2.75 Million
0.83% of portfolio
|
Q2 2023
Added 3.26%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
2,854
shares
|
$2.75 Million
2.82% of portfolio
|
Q2 2025
Added 37.21%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
2,849
shares
|
$2.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,846
shares
|
$2.74 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
2,838
shares
|
$2.73 Million
1.29% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,837
shares
|
$2.73 Million
2.21% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,836
shares
|
$2.73 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
2,825
shares
|
$2.72 Million
0.96% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,822
shares
|
$2.72 Million
1.31% of portfolio
|
Q2 2025
Added 127.21%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,820
shares
|
$2.72 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,802
shares
|
$2.7 Million
0.22% of portfolio
|
Q2 2025
Added 111.15%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,800
shares
|
$2.7 Million
0.1% of portfolio
|
Q2 2020
Reduced 93.75%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
2,800
shares
|
$2.7 Million
2.25% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,789
shares
|
$2.69 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
2,789
shares
|
$2.69 Million
2.37% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,789
shares
|
$2.69 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,786
shares
|
$2.68 Million
0.23% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,786
shares
|
$2.68 Million
0.59% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
2,783
shares
|
$2.68 Million
2.0% of portfolio
|
Q4 2024
Added 0.47%
|