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 |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
2,037
shares
|
$2.02 Million
0.7% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,032
shares
|
$2.01 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,032
shares
|
$2.01 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,029
shares
|
$2.01 Million
0.47% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,026
shares
|
$2.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,026
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
2,024
shares
|
$2.01 Million
0.44% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
2,020
shares
|
$2 Million
0.12% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,018
shares
|
$2 Million
0.24% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
2,015
shares
|
$2 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,014
shares
|
$2 Million
0.57% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
2,013
shares
|
$2 Million
0.7% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,001
shares
|
$1.98 Million
1.64% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
2,000
shares
|
$1.98 Million
1.37% of portfolio
|
Q1 2023
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$1.98 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
1,994
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Added 104.3%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,994
shares
|
$1.98 Million
0.29% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,991
shares
|
$1.97 Million
0.31% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,990
shares
|
$1.97 Million
0.26% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
1,989
shares
|
$1.97 Million
1.91% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,988
shares
|
$1.97 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
1,987
shares
|
$1.97 Million
1.41% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
1,980
shares
|
$1.96 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,978
shares
|
$1.96 Million
0.54% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
1,977
shares
|
$1.96 Million
1.21% of portfolio
|
Q2 2025
Added 4.88%
|