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 |
---|---|---|---|---|---|
Connective Capital Management, LLC
Palo Alto, CA |
May 14, 2025 Q1 2025 |
4,526
shares
|
$4.29 Million
3.94% of portfolio
|
Q1 2025
Added 76.04%
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
4,525
shares
|
$4.29 Million
2.39% of portfolio
|
Q1 2025
Added 43.15%
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,518
shares
|
$4.28 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,517
shares
|
$4.28 Million
0.4% of portfolio
|
Q2 2025
Added 0.74%
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
4,508
shares
|
$4.27 Million
0.42% of portfolio
|
Q1 2025
Added 7.85%
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
4,503
shares
|
$4.27 Million
1.46% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
4,500
shares
|
$4.26 Million
3.83% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
4,500
shares
|
$4.26 Million
0.94% of portfolio
|
Q1 2025
Added 37.83%
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,498
shares
|
$4.26 Million
0.05% of portfolio
|
Q1 2025
Added 178.0%
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
4,488
shares
|
$4.25 Million
1.11% of portfolio
|
Q2 2024
Added 216.5%
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,487
shares
|
$4.25 Million
0.98% of portfolio
|
Q2 2025
Added 12.71%
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
4,486
shares
|
$4.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
4,484
shares
|
$4.25 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
4,480
shares
|
$4.25 Million
3.65% of portfolio
|
Q1 2025
Added 0.79%
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,475
shares
|
$4.24 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,468
shares
|
$4.23 Million
0.27% of portfolio
|
Q2 2023
Added 1.8%
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,460
shares
|
$4.23 Million
0.47% of portfolio
|
Q1 2025
Added 4.11%
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,456
shares
|
$4.22 Million
1.5% of portfolio
|
Q1 2025
Added 8.13%
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
4,444
shares
|
$4.21 Million
1.6% of portfolio
|
Q1 2025
Added 0.84%
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
4,439
shares
|
$4.21 Million
3.64% of portfolio
|
Q1 2025
Added 4.15%
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,431
shares
|
$4.2 Million
0.59% of portfolio
|
Q2 2024
Added 22.5%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
4,421
shares
|
$4.19 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
Skye Global Management LP
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
4,400
shares
|
$4.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
4,397
shares
|
$4.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.16 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|