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 4,437 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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
3,926
shares
|
$3.7 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
3,917
shares
|
$3.69 Million
0.23% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
3,904
shares
|
$3.68 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
3,904
shares
|
$3.68 Million
0.72% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
3,900
shares
|
$3.67 Million
1.1% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$3.67 Million
0.12% of portfolio
|
Q4 2022
Added 52.86%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,892
shares
|
$3.66 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,891
shares
|
$3.66 Million
1.22% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,891
shares
|
$3.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,883
shares
|
$3.66 Million
1.23% of portfolio
|
Q3 2023
Added 26.98%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
3,878
shares
|
$3.65 Million
2.41% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
3,870
shares
|
$3.64 Million
0.63% of portfolio
|
Q1 2025
Added 309.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,866
shares
|
$3.64 Million
0.73% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
3,861
shares
|
$3.64 Million
1.16% of portfolio
|
Q4 2023
Added 4.46%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,859
shares
|
$3.63 Million
3.88% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
3,856
shares
|
$3.63 Million
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
3,854
shares
|
$3.63 Million
1.39% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,853
shares
|
$3.63 Million
1.14% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
3,845
shares
|
$3.62 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
3,840
shares
|
$3.62 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,832
shares
|
$3.61 Million
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
3,831
shares
|
$3.61 Million
0.41% of portfolio
|
Q2 2025
Added 23.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,813
shares
|
$3.59 Million
0.57% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
3,811
shares
|
$3.59 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,810
shares
|
$3.59 Million
2.25% of portfolio
|
Q1 2025
Added 3.06%
|