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 |
|---|---|---|---|---|---|
|
Sander Capital Advisors Inc
Seattle, WA |
Jul 30, 2025 Q2 2025 |
1,690
shares
|
$1.68 Million
0.76% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,686
shares
|
$1.67 Million
0.26% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,686
shares
|
$1.67 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
1,685
shares
|
$1.67 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,682
shares
|
$1.67 Million
1.0% of portfolio
|
Q3 2023
Added 13.65%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,680
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 53.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,677
shares
|
$1.66 Million
0.16% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,677
shares
|
$1.66 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
1,676
shares
|
$1.66 Million
2.39% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,669
shares
|
$1.65 Million
0.35% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,668
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,666
shares
|
$1.65 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,665
shares
|
$1.65 Million
0.45% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,664
shares
|
$1.65 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,662
shares
|
$1.65 Million
0.69% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,661
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,660
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
1,658
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
1,654
shares
|
$1.64 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
1,654
shares
|
$1.64 Million
0.83% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
1,650
shares
|
$1.64 Million
0.4% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,647
shares
|
$1.63 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,646
shares
|
$1.63 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
1,646
shares
|
$1.63 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,646
shares
|
$1.63 Million
1.5% of portfolio
|
Q4 2024
New holding
|