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 4,520 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,243
shares
|
$13.7 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
14,227
shares
|
$13.7 Million
6.41% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
14,219
shares
|
$13.7 Million
1.72% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
14,218
shares
|
$13.7 Million
2.39% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
14,154
shares
|
$13.6 Million
0.22% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
14,118
shares
|
$13.6 Million
1.76% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
14,100
shares
|
$13.6 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
14,100
shares
|
$13.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
13,992
shares
|
$13.5 Million
7.35% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
13,922
shares
|
$13.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
13,827
shares
|
$13.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
13,825
shares
|
$13.3 Million
0.91% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
13,822
shares
|
$13.3 Million
5.19% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
13,798
shares
|
$13.3 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
13,790
shares
|
$13.3 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
13,707
shares
|
$13.2 Million
4.01% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
13,700
shares
|
$13.2 Million
0.51% of portfolio
|
Q1 2025
Added 39.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,677
shares
|
$13.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
13,676
shares
|
$13.2 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
13,667
shares
|
$13.2 Million
0.26% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
13,658
shares
|
$13.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
13,654
shares
|
$13.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
13,642
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.99%
|
|
|
Tlw Wealth Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,638
shares
|
$13.1 Million
7.52% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
13,625
shares
|
$13.1 Million
1.72% of portfolio
|
Q2 2025
Reduced 8.17%
|