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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
2,460
shares
|
$2.44 Million
0.47% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,455
shares
|
$2.43 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
2,451
shares
|
$2.43 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
2,450
shares
|
$2.43 Million
0.62% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,448
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,448
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,445
shares
|
$2.42 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
2,443
shares
|
$2.42 Million
0.54% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,441
shares
|
$2.42 Million
1.14% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
2,436
shares
|
$2.41 Million
0.67% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
2,434
shares
|
$2.41 Million
0.64% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
2,429
shares
|
$2.41 Million
0.34% of portfolio
|
Q1 2025
Added 576.6%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
2,427
shares
|
$2.41 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
2,427
shares
|
$2.41 Million
1.84% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,425
shares
|
$2.4 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,423
shares
|
$2.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,420
shares
|
$2.4 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
2,414
shares
|
$2.39 Million
0.68% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
2,412
shares
|
$2.39 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,409
shares
|
$2.39 Million
0.18% of portfolio
|
Q2 2025
Added 94.59%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
2,407
shares
|
$2.39 Million
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,400
shares
|
$2.38 Million
0.39% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
2,397
shares
|
$2.38 Million
1.29% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
2,396
shares
|
$2.38 Million
0.87% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
2,392
shares
|
$2.37 Million
0.9% of portfolio
|
Q2 2025
Reduced 53.35%
|