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 4,420 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 $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
472
shares
|
$462,989
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
472
shares
|
$462,989
1.04% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
471
shares
|
$462,008
0.02% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
470
shares
|
$461,027
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
470
shares
|
$461,027
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
469
shares
|
$460,046
0.22% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
468
shares
|
$459,065
0.04% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
468
shares
|
$459,065
0.18% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
466
shares
|
$457,104
0.07% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
466
shares
|
$457,104
0.21% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
463
shares
|
$454,161
0.18% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
463
shares
|
$454,161
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
463
shares
|
$454,161
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
463
shares
|
$454,161
0.25% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
462
shares
|
$453,180
0.14% of portfolio
|
Q2 2025
Reduced 39.37%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
462
shares
|
$453,180
0.05% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
461
shares
|
$452,199
0.23% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
459
shares
|
$450,237
0.04% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
459
shares
|
$450,237
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
458
shares
|
$449,256
0.28% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
458
shares
|
$449,256
0.05% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
456
shares
|
$447,294
0.07% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
456
shares
|
$447,294
0.25% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
456
shares
|
$447,294
0.24% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
456
shares
|
$447,294
0.24% of portfolio
|
Q1 2025
Added 2.47%
|