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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,923
shares
|
$1.91 Million
0.3% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,922
shares
|
$1.91 Million
0.62% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
1,913
shares
|
$1.9 Million
0.92% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,903
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,899
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 59.62%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,898
shares
|
$1.88 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,892
shares
|
$1.88 Million
1.1% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,889
shares
|
$1.87 Million
0.59% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,885
shares
|
$1.87 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
1,877
shares
|
$1.86 Million
0.74% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
1,874
shares
|
$1.86 Million
0.39% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,868
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,867
shares
|
$1.85 Million
0.21% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
1,867
shares
|
$1.85 Million
0.73% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
1,865
shares
|
$1.85 Million
1.19% of portfolio
|
Q4 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,864
shares
|
$1.85 Million
0.71% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
1,860
shares
|
$1.84 Million
1.31% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,855
shares
|
$1.84 Million
0.41% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,855
shares
|
$1.84 Million
1.18% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
1,853
shares
|
$1.84 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
1,851
shares
|
$1.83 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,849
shares
|
$1.83 Million
0.78% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
1,848
shares
|
$1.83 Million
0.34% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,846
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
1,846
shares
|
$1.83 Million
0.91% of portfolio
|
Q2 2025
Added 14.73%
|