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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,801
shares
|
$1.79 Million
0.58% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,801
shares
|
$1.79 Million
1.23% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$1.78 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
1,798
shares
|
$1.78 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,797
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,792
shares
|
$1.78 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,789
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 85.77%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,788
shares
|
$1.77 Million
0.34% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,786
shares
|
$1.77 Million
0.29% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
1,782
shares
|
$1.77 Million
1.12% of portfolio
|
Q2 2025
Added 80.91%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,780
shares
|
$1.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,779
shares
|
$1.76 Million
0.22% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,773
shares
|
$1.76 Million
0.58% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,771
shares
|
$1.76 Million
0.57% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,770
shares
|
$1.75 Million
0.23% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,766
shares
|
$1.75 Million
0.23% of portfolio
|
Q2 2025
Added 73.14%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,760
shares
|
$1.74 Million
0.97% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,755
shares
|
$1.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,752
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 26.96%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
1,744
shares
|
$1.73 Million
0.37% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,741
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Fortune 45 LLC
|
Aug 04, 2025 Q2 2025 |
1,738
shares
|
$1.72 Million
1.0% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,735
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,733
shares
|
$1.72 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
1,730
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2019
Reduced 1.82%
|