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 |
|---|---|---|---|---|---|
|
Shikiar Asset Management Inc
|
Jul 24, 2025 Q2 2025 |
1,197
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 32.07%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,195
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
1,191
shares
|
$1.11 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,191
shares
|
$1.11 Million
1.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,189
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 129.98%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
1,186
shares
|
$1.11 Million
0.36% of portfolio
|
Q2 2025
Added 116.42%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,185
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,184
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
1,184
shares
|
$1.11 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,181
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,181
shares
|
$1.1 Million
0.63% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
1,180
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
1,179
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,179
shares
|
$1.1 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,177
shares
|
$1.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
1,177
shares
|
$1.1 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,177
shares
|
$1.1 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,175
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Added 404.29%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,172
shares
|
$1.09 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
1,171
shares
|
$1.09 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,166
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,164
shares
|
$1.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,160
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,159
shares
|
$1.08 Million
0.63% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,159
shares
|
$1.08 Million
0.27% of portfolio
|
Q2 2025
Added 152.51%
|