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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,976
shares
|
$1.96 Million
0.16% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
1,975
shares
|
$1.96 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,973
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
1,972
shares
|
$1.95 Million
1.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,971
shares
|
$1.95 Million
0.47% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
1,970
shares
|
$1.95 Million
1.21% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,964
shares
|
$1.95 Million
0.35% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,964
shares
|
$1.95 Million
0.95% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,962
shares
|
$1.94 Million
0.34% of portfolio
|
Q2 2025
Reduced 28.26%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,956
shares
|
$1.94 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,955
shares
|
$1.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,955
shares
|
$1.94 Million
1.0% of portfolio
|
Q3 2022
Reduced 89.91%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,953
shares
|
$1.94 Million
0.32% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,951
shares
|
$1.93 Million
0.22% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,943
shares
|
$1.93 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,943
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,940
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,933
shares
|
$1.92 Million
0.74% of portfolio
|
Q2 2025
Reduced 38.83%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
1,932
shares
|
$1.92 Million
0.55% of portfolio
|
Q2 2025
Reduced 41.44%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,931
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,930
shares
|
$1.91 Million
0.28% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
1,930
shares
|
$1.91 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
1,929
shares
|
$1.91 Million
0.81% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
1,925
shares
|
$1.91 Million
0.68% of portfolio
|
Q2 2025
Added 73.58%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,924
shares
|
$1.91 Million
0.78% of portfolio
|
Q2 2025
Added 0.73%
|