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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,531
shares
|
$1.52 Million
0.19% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,529
shares
|
$1.52 Million
0.86% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,526
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2022
Reduced 48.17%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,524
shares
|
$1.51 Million
0.47% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
1,523
shares
|
$1.51 Million
1.35% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
1,523
shares
|
$1.51 Million
0.57% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
1,522
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,519
shares
|
$1.51 Million
0.3% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
1,518
shares
|
$1.5 Million
0.43% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,516
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,514
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,514
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,513
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
1,513
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,512
shares
|
$1.5 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
1,510
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
1,510
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
1,510
shares
|
$1.5 Million
2.87% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
1,508
shares
|
$1.49 Million
0.24% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Caldwell Investment Management Ltd.
|
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$1.49 Million
1.4% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,500
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$1.49 Million
1.49% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,497
shares
|
$1.48 Million
0.4% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,495
shares
|
$1.48 Million
0.65% of portfolio
|
Q2 2025
Added 0.07%
|