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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,072
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,070
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
1,070
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,069
shares
|
$1.01 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
1,069
shares
|
$1.01 Million
0.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
1,066
shares
|
$1 Million
0.29% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,065
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
1,063
shares
|
$1 Million
0.46% of portfolio
|
Q1 2025
Added 42.49%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,060
shares
|
$998,106
0.45% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,059
shares
|
$997,164
0.1% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,052
shares
|
$990,573
0.21% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,050
shares
|
$988,690
0.29% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,048
shares
|
$986,807
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,048
shares
|
$986,807
0.27% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,046
shares
|
$984,924
0.4% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,046
shares
|
$984,924
0.08% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,043
shares
|
$982,099
0.18% of portfolio
|
Q1 2024
Added 79.83%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,042
shares
|
$981,157
0.15% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
1,040
shares
|
$979,274
0.52% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
1,040
shares
|
$979,274
0.71% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
1,040
shares
|
$979,274
0.79% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
1,039
shares
|
$978,332
0.39% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
1,038
shares
|
$977,391
0.15% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
1,038
shares
|
$977,391
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,037
shares
|
$976,449
0.24% of portfolio
|
Q2 2024
Reduced 14.44%
|