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 |
|---|---|---|---|---|---|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,105
shares
|
$2.09 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,103
shares
|
$2.08 Million
0.56% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,102
shares
|
$2.08 Million
0.68% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,096
shares
|
$2.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,088
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,087
shares
|
$2.07 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
2,087
shares
|
$2.07 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
2,085
shares
|
$2.07 Million
0.77% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
2,080
shares
|
$2.06 Million
1.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
2,076
shares
|
$2.06 Million
1.94% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
2,075
shares
|
$2.06 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,072
shares
|
$2.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
2,067
shares
|
$2.05 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,067
shares
|
$2.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
2,066
shares
|
$2.05 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
2,064
shares
|
$2.05 Million
1.21% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
2,063
shares
|
$2.04 Million
0.45% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Added 146.06%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,057
shares
|
$2.04 Million
0.85% of portfolio
|
Q2 2025
Reduced 38.94%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
2,052
shares
|
$2.03 Million
2.06% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
2,050
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,044
shares
|
$2.03 Million
0.14% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
2,043
shares
|
$2.03 Million
0.98% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
2,042
shares
|
$2.02 Million
0.47% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
2,042
shares
|
$2.02 Million
0.2% of portfolio
|
Q2 2025
Added 106.26%
|