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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
1,155
shares
|
$1.09 Million
0.43% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
1,152
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,151
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,151
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,150
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
1,148
shares
|
$1.08 Million
0.83% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,144
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,144
shares
|
$1.08 Million
4.09% of portfolio
|
Q1 2025
Reduced 93.83%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,144
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
1,143
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 37.55%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
1,143
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,141
shares
|
$1.07 Million
0.61% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
1,141
shares
|
$1.07 Million
0.74% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
1,141
shares
|
$1.07 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,140
shares
|
$1.07 Million
0.42% of portfolio
|
Q1 2025
Added 38.01%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,140
shares
|
$1.07 Million
0.22% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,139
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,134
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,133
shares
|
$1.07 Million
0.7% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
1,132
shares
|
$1.07 Million
0.95% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,131
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,130
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
1,130
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,128
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.09%
|