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 4,432 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 $280 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
5,742
shares
|
$5.44 Million
2.68% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,740
shares
|
$5.44 Million
0.1% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,737
shares
|
$5.44 Million
0.6% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
5,735
shares
|
$5.43 Million
1.78% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
5,715
shares
|
$5.42 Million
3.3% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,705
shares
|
$5.41 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,701
shares
|
$5.4 Million
0.4% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
5,693
shares
|
$5.39 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,690
shares
|
$5.39 Million
1.8% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
5,689
shares
|
$5.39 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
5,684
shares
|
$5.39 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,684
shares
|
$5.39 Million
0.65% of portfolio
|
Q1 2025
Added 144.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,669
shares
|
$5.37 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,642
shares
|
$5.35 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,637
shares
|
$5.34 Million
0.19% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
5,630
shares
|
$5.33 Million
0.7% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
5,611
shares
|
$5.32 Million
2.22% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
5,610
shares
|
$5.32 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,600
shares
|
$5.31 Million
0.58% of portfolio
|
Q2 2025
Added 155.71%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
5,591
shares
|
$5.3 Million
6.29% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
5,581
shares
|
$5.29 Million
2.88% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,564
shares
|
$5.27 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
5,561
shares
|
$5.27 Million
0.72% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,560
shares
|
$5.27 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
5,545
shares
|
$5.25 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.31%
|