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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,781
shares
|
$2.68 Million
0.62% of portfolio
|
Q2 2025
Reduced 43.24%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
2,781
shares
|
$2.68 Million
1.56% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,781
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,780
shares
|
$2.68 Million
0.31% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
2,776
shares
|
$2.67 Million
1.09% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,770
shares
|
$2.67 Million
0.7% of portfolio
|
Q3 2023
Added 5.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,763
shares
|
$2.66 Million
0.18% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
2,762
shares
|
$2.66 Million
1.87% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,760
shares
|
$2.66 Million
0.26% of portfolio
|
Q2 2025
Added 37.45%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,744
shares
|
$2.64 Million
2.22% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
2,731
shares
|
$2.63 Million
0.94% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
2,731
shares
|
$2.63 Million
0.46% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
2,730
shares
|
$2.63 Million
1.87% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
2,729
shares
|
$2.63 Million
1.92% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
2,720
shares
|
$2.62 Million
0.65% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
2,720
shares
|
$2.62 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,717
shares
|
$2.62 Million
0.84% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,717
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
2,714
shares
|
$2.61 Million
0.23% of portfolio
|
Q2 2025
Added 35.9%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,713
shares
|
$2.61 Million
0.6% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,712
shares
|
$2.61 Million
0.06% of portfolio
|
Q2 2025
Added 263.05%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,711
shares
|
$2.61 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
2,711
shares
|
$2.61 Million
1.18% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Aug 12, 2025 Q2 2025 |
2,708
shares
|
$2.61 Million
2.49% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
2,705
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 13.99%
|