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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,643
shares
|
$1.63 Million
0.27% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
1,642
shares
|
$1.63 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,642
shares
|
$1.63 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
1,640
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
1,638
shares
|
$1.62 Million
0.1% of portfolio
|
Q2 2025
Added 312.59%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
1,635
shares
|
$1.62 Million
0.54% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
1,634
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,630
shares
|
$1.62 Million
0.48% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,630
shares
|
$1.62 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
1,626
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,615
shares
|
$1.6 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,611
shares
|
$1.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,609
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,607
shares
|
$1.59 Million
0.27% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
1,602
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,602
shares
|
$1.59 Million
0.88% of portfolio
|
Q2 2025
Added 24.67%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
1,601
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,599
shares
|
$1.59 Million
1.19% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,598
shares
|
$1.58 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
1,597
shares
|
$1.58 Million
2.54% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,593
shares
|
$1.58 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
1,587
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,585
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,585
shares
|
$1.57 Million
0.75% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 08, 2025 Q2 2025 |
1,584
shares
|
$1.57 Million
0.72% of portfolio
|
Q2 2025
Added 13.39%
|