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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,391
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2023
Reduced 24.67%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,388
shares
|
$2.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
2,386
shares
|
$2.37 Million
0.15% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,385
shares
|
$2.36 Million
0.28% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
2,384
shares
|
$2.36 Million
0.19% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
2,382
shares
|
$2.36 Million
1.18% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,381
shares
|
$2.36 Million
0.89% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,378
shares
|
$2.36 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
2,370
shares
|
$2.35 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
2,368
shares
|
$2.35 Million
1.19% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,366
shares
|
$2.35 Million
0.32% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
2,364
shares
|
$2.34 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,360
shares
|
$2.34 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,357
shares
|
$2.34 Million
0.06% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,354
shares
|
$2.33 Million
0.26% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,352
shares
|
$2.33 Million
0.84% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,347
shares
|
$2.33 Million
0.69% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
2,347
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2022
Reduced 15.21%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Jul 31, 2025 Q2 2025 |
2,347
shares
|
$2.33 Million
2.81% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,346
shares
|
$2.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,345
shares
|
$2.32 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,340
shares
|
$2.32 Million
0.23% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,338
shares
|
$2.32 Million
0.94% of portfolio
|
Q2 2025
Reduced 32.6%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
2,335
shares
|
$2.31 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,335
shares
|
$2.31 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.64%
|