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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,843
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
1,843
shares
|
$1.83 Million
0.97% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
1,842
shares
|
$1.83 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,834
shares
|
$1.82 Million
0.38% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
1,833
shares
|
$1.82 Million
0.83% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
1,832
shares
|
$1.82 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,831
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$1.81 Million
1.79% of portfolio
|
Q4 2024
Reduced 32.22%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,827
shares
|
$1.81 Million
0.19% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,826
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
1,825
shares
|
$1.81 Million
0.31% of portfolio
|
Q2 2025
Reduced 47.25%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,822
shares
|
$1.81 Million
0.67% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
1,822
shares
|
$1.81 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,821
shares
|
$1.81 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
1,821
shares
|
$1.81 Million
1.38% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
1,820
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2025
Added 12900.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,814
shares
|
$1.8 Million
0.52% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,814
shares
|
$1.8 Million
0.33% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
1,813
shares
|
$1.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,812
shares
|
$1.8 Million
1.36% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,809
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,807
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,806
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,804
shares
|
$1.79 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.39%
|