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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,502
shares
|
$4.34 Million
1.55% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
4,500
shares
|
$4.33 Million
3.24% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
4,500
shares
|
$4.33 Million
0.9% of portfolio
|
Q2 2025
Added 63.93%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
4,498
shares
|
$4.33 Million
0.05% of portfolio
|
Q1 2025
Added 178.0%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
4,493
shares
|
$4.33 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,492
shares
|
$4.33 Million
2.23% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
4,489
shares
|
$4.32 Million
1.4% of portfolio
|
Q2 2025
Added 54.9%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,488
shares
|
$4.32 Million
0.58% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,487
shares
|
$4.32 Million
0.98% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
4,486
shares
|
$4.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
4,480
shares
|
$4.31 Million
3.11% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,475
shares
|
$4.31 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
4,471
shares
|
$4.31 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,468
shares
|
$4.3 Million
0.27% of portfolio
|
Q2 2023
Added 1.8%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
4,452
shares
|
$4.29 Million
1.65% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
4,448
shares
|
$4.28 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
4,439
shares
|
$4.27 Million
3.64% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,431
shares
|
$4.27 Million
0.56% of portfolio
|
Q2 2024
Added 22.5%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,407
shares
|
$4.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
4,403
shares
|
$4.24 Million
0.09% of portfolio
|
Q2 2025
Added 131.25%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$4.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
4,397
shares
|
$4.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,395
shares
|
$4.23 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.23 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
4,387
shares
|
$4.22 Million
0.68% of portfolio
|
Q2 2025
Added 0.71%
|