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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
2,335
shares
|
$2.31 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,334
shares
|
$2.31 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,330
shares
|
$2.31 Million
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,327
shares
|
$2.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,319
shares
|
$2.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,306
shares
|
$2.29 Million
0.58% of portfolio
|
Q2 2025
Added 260.88%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
2,305
shares
|
$2.28 Million
1.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,301
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,300
shares
|
$2.28 Million
0.56% of portfolio
|
Q4 2023
Reduced 45.24%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,300
shares
|
$2.28 Million
2.01% of portfolio
|
Q2 2022
Added 169.01%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,300
shares
|
$2.28 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
2,286
shares
|
$2.27 Million
1.78% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
2,285
shares
|
$2.27 Million
0.44% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
2,284
shares
|
$2.26 Million
0.65% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
2,280
shares
|
$2.26 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,276
shares
|
$2.26 Million
0.51% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,274
shares
|
$2.25 Million
0.26% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,270
shares
|
$2.25 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
2,269
shares
|
$2.25 Million
1.18% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,266
shares
|
$2.25 Million
0.81% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,264
shares
|
$2.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,264
shares
|
$2.24 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,257
shares
|
$2.24 Million
0.09% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,257
shares
|
$2.24 Million
2.05% of portfolio
|
Q3 2022
Added 4.68%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,255
shares
|
$2.24 Million
0.15% of portfolio
|
Q2 2022
Added 3.16%
|