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 4,506 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 $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
2,250
shares
|
$2.23 Million
0.7% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
2,250
shares
|
$2.23 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
2,240
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,225
shares
|
$2.21 Million
0.66% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
2,224
shares
|
$2.2 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,217
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,211
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
2,201
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
2,200
shares
|
$2.18 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,199
shares
|
$2.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 63.1%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
2,198
shares
|
$2.18 Million
0.44% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,198
shares
|
$2.18 Million
0.57% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,196
shares
|
$2.18 Million
0.32% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
2,194
shares
|
$2.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
2,193
shares
|
$2.17 Million
0.66% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
2,192
shares
|
$2.17 Million
0.48% of portfolio
|
Q2 2025
Added 156.37%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,190
shares
|
$2.17 Million
0.38% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,190
shares
|
$2.17 Million
0.86% of portfolio
|
Q2 2025
Added 307.06%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$2.17 Million
1.19% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
2,186
shares
|
$2.17 Million
0.18% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,177
shares
|
$2.16 Million
1.23% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
2,177
shares
|
$2.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
2,173
shares
|
$2.15 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,169
shares
|
$2.15 Million
0.97% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
2,165
shares
|
$2.15 Million
1.42% of portfolio
|
Q2 2025
Added 4.84%
|