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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
593
shares
|
$565,668
0.14% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
592
shares
|
$564,714
0.24% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
592
shares
|
$564,714
0.03% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
590
shares
|
$562,806
0.14% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
590
shares
|
$562,806
0.59% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
590
shares
|
$562,806
0.54% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
589
shares
|
$561,852
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
589
shares
|
$561,852
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
589
shares
|
$561,852
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
588
shares
|
$560,899
0.23% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
588
shares
|
$560,899
0.73% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
588
shares
|
$560,899
0.57% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
587
shares
|
$559,945
0.23% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
587
shares
|
$559,945
0.35% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
587
shares
|
$559,945
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
586
shares
|
$558,991
0.04% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
586
shares
|
$558,991
0.26% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
586
shares
|
$558,991
0.16% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
584
shares
|
$557,083
0.77% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
582
shares
|
$555,175
0.12% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
582
shares
|
$555,175
4.22% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
581
shares
|
$554,221
0.45% of portfolio
|
Q3 2022
Reduced 11.43%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
581
shares
|
$554,221
0.21% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
581
shares
|
$554,221
0.04% of portfolio
|
Q4 2024
Added 93.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
580
shares
|
$553,267
0.49% of portfolio
|
Q4 2024
Reduced 12.78%
|