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 4,442 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
1,231
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
1,230
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,229
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,228
shares
|
$1.15 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
1,228
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
1,225
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 46.53%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,224
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,223
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,223
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,222
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
1,221
shares
|
$1.14 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,218
shares
|
$1.14 Million
0.47% of portfolio
|
Q1 2024
Added 76.78%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
1,218
shares
|
$1.14 Million
1.09% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,217
shares
|
$1.14 Million
0.47% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,215
shares
|
$1.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
1,212
shares
|
$1.13 Million
0.63% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,212
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,207
shares
|
$1.13 Million
0.69% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,204
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,202
shares
|
$1.12 Million
0.76% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
1,202
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
1,200
shares
|
$1.12 Million
1.16% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
1,200
shares
|
$1.12 Million
0.38% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,200
shares
|
$1.12 Million
1.23% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,198
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.04%
|