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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,900
shares
|
$7.54 Million
0.25% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,879
shares
|
$7.52 Million
1.27% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,857
shares
|
$7.49 Million
0.86% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,814
shares
|
$7.45 Million
0.93% of portfolio
|
Q4 2022
Added 10.09%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,803
shares
|
$7.44 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
7,800
shares
|
$7.44 Million
0.62% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
7,786
shares
|
$7.43 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,778
shares
|
$7.42 Million
1.2% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
7,761
shares
|
$7.4 Million
0.35% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,753
shares
|
$7.4 Million
2.01% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
7,752
shares
|
$7.39 Million
0.59% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
7,750
shares
|
$7.39 Million
1.08% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
7,731
shares
|
$7.37 Million
1.66% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
7,696
shares
|
$7.34 Million
0.05% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,690
shares
|
$7.34 Million
0.29% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
7,686
shares
|
$7.33 Million
4.48% of portfolio
|
Q3 2022
Reduced 49.47%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
7,665
shares
|
$7.31 Million
4.16% of portfolio
|
Q1 2025
Reduced 20.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
7,650
shares
|
$7.3 Million
1.36% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
7,634
shares
|
$7.28 Million
5.82% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
7,626
shares
|
$7.27 Million
1.04% of portfolio
|
Q1 2025
Reduced 34.58%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
7,623
shares
|
$7.27 Million
1.44% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
7,621
shares
|
$7.27 Million
0.32% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,617
shares
|
$7.27 Million
0.52% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
7,610
shares
|
$7.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
7,587
shares
|
$7.24 Million
4.87% of portfolio
|
Q1 2025
Reduced 0.46%
|