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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,729
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,727
shares
|
$1.71 Million
0.6% of portfolio
|
Q3 2024
Added 40.75%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,724
shares
|
$1.71 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,724
shares
|
$1.71 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
1,723
shares
|
$1.71 Million
0.59% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,722
shares
|
$1.71 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
1,721
shares
|
$1.71 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
1,719
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
1,718
shares
|
$1.7 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,717
shares
|
$1.7 Million
1.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,717
shares
|
$1.7 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,715
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2023
Added 13.2%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,714
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,713
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,707
shares
|
$1.69 Million
0.58% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,705
shares
|
$1.69 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
1,702
shares
|
$1.69 Million
0.19% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,697
shares
|
$1.68 Million
0.75% of portfolio
|
Q2 2025
Added 47.44%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,693
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
1,693
shares
|
$1.68 Million
0.44% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,693
shares
|
$1.68 Million
0.73% of portfolio
|
Q2 2025
Added 191.9%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,690
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,690
shares
|
$1.68 Million
0.2% of portfolio
|
Q1 2025
New holding
|