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 4,442 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 $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lane Generational LLC
|
May 06, 2025 Q1 2025 |
1,100
shares
|
$1.03 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
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$1.03 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%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,098
shares
|
$1.03 Million
0.79% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,098
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,098
shares
|
$1.03 Million
0.65% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,097
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,097
shares
|
$1.02 Million
0.43% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
1,096
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,095
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
1,095
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$1.02 Million
0.97% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,089
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,087
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,087
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2023
Added 3.03%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,086
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
1,085
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
1,081
shares
|
$1.01 Million
0.41% of portfolio
|
Q4 2024
Added 86.06%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,080
shares
|
$1.01 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
1,079
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,078
shares
|
$1.01 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.55%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,078
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
1,077
shares
|
$1.01 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
1,076
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Added 4.36%
|