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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,121
shares
|
$1.06 Million
0.31% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
1,121
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,120
shares
|
$1.05 Million
0.36% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,119
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
1,119
shares
|
$1.05 Million
0.65% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
1,118
shares
|
$1.05 Million
0.59% of portfolio
|
Q4 2024
Added 154.67%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
1,116
shares
|
$1.05 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
1,116
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
1,114
shares
|
$1.05 Million
0.44% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
1,114
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,111
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,111
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,109
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,109
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.63%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,108
shares
|
$1.04 Million
0.26% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
1,108
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,106
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2023
Reduced 8.06%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,106
shares
|
$1.04 Million
1.06% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
1,105
shares
|
$1.04 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
1,105
shares
|
$1.04 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
1,101
shares
|
$1.04 Million
0.63% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Lane Generational LLC
|
May 06, 2025 Q1 2025 |
1,100
shares
|
$1.04 Million
1.24% of portfolio
|
Q1 2022
Reduced 89.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,100
shares
|
$1.04 Million
0.33% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
1,099
shares
|
$1.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 10.58%
|