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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,532
shares
|
$2.51 Million
0.22% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
2,532
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
Added 3276.0%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$2.51 Million
1.79% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,524
shares
|
$2.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
2,522
shares
|
$2.5 Million
1.47% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
2,519
shares
|
$2.5 Million
0.28% of portfolio
|
Q4 2022
Reduced 16.86%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,517
shares
|
$2.49 Million
0.9% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
2,516
shares
|
$2.49 Million
0.48% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
2,510
shares
|
$2.49 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
2,508
shares
|
$2.49 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,501
shares
|
$2.48 Million
0.27% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,500
shares
|
$2.48 Million
0.74% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
2,500
shares
|
$2.48 Million
0.89% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,497
shares
|
$2.48 Million
0.24% of portfolio
|
Q4 2022
Reduced 7.17%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,497
shares
|
$2.48 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,496
shares
|
$2.47 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
2,495
shares
|
$2.47 Million
0.53% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
2,479
shares
|
$2.46 Million
1.28% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
2,477
shares
|
$2.46 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,477
shares
|
$2.46 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Jul 30, 2025 Q2 2025 |
2,476
shares
|
$2.45 Million
1.28% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,471
shares
|
$2.45 Million
0.07% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
2,470
shares
|
$2.45 Million
1.85% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,467
shares
|
$2.45 Million
1.14% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
2,462
shares
|
$2.44 Million
0.17% of portfolio
|
Q2 2025
Added 10.6%
|