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 |
|---|---|---|---|---|---|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
2,162
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,160
shares
|
$2.14 Million
1.55% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,160
shares
|
$2.14 Million
0.7% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Crystal Rock Capital Management
|
Aug 05, 2025 Q2 2025 |
2,155
shares
|
$2.14 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
2,152
shares
|
$2.13 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
2,152
shares
|
$2.13 Million
1.0% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,151
shares
|
$2.13 Million
1.61% of portfolio
|
Q2 2025
Added 406.12%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
2,149
shares
|
$2.13 Million
0.25% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,148
shares
|
$2.13 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,148
shares
|
$2.13 Million
0.81% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
2,146
shares
|
$2.13 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,144
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2025
Added 237.64%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,141
shares
|
$2.12 Million
0.83% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,139
shares
|
$2.12 Million
0.39% of portfolio
|
Q2 2025
Added 37.12%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
2,134
shares
|
$2.12 Million
0.39% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,128
shares
|
$2.11 Million
0.33% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,128
shares
|
$2.11 Million
0.29% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
2,127
shares
|
$2.11 Million
0.59% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
2,122
shares
|
$2.1 Million
0.81% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
2,118
shares
|
$2.1 Million
7.8% of portfolio
|
Q3 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,113
shares
|
$2.09 Million
0.86% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
2,111
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
Added 46.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,110
shares
|
$2.09 Million
0.28% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
2,110
shares
|
$2.09 Million
1.14% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,106
shares
|
$2.09 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.27%
|