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 4,508 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
2,687
shares
|
$2.66 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,687
shares
|
$2.66 Million
0.4% of portfolio
|
Q1 2024
Added 200.56%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
2,684
shares
|
$2.66 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
2,674
shares
|
$2.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,669
shares
|
$2.65 Million
0.29% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,669
shares
|
$2.65 Million
2.19% of portfolio
|
Q2 2022
Added 101.74%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
2,666
shares
|
$2.64 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,665
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,664
shares
|
$2.64 Million
0.36% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
2,658
shares
|
$2.63 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
2,658
shares
|
$2.63 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,656
shares
|
$2.63 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,655
shares
|
$2.63 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,650
shares
|
$2.63 Million
1.15% of portfolio
|
Q2 2023
Reduced 2.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
2,649
shares
|
$2.63 Million
0.93% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
2,646
shares
|
$2.62 Million
0.14% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,640
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,640
shares
|
$2.62 Million
1.36% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,637
shares
|
$2.61 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
2,636
shares
|
$2.61 Million
0.83% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
2,634
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
2,633
shares
|
$2.61 Million
2.44% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,629
shares
|
$2.61 Million
0.38% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,629
shares
|
$2.61 Million
0.09% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,627
shares
|
$2.6 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.19%
|