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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,008
shares
|
$949,142
0.73% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,007
shares
|
$948,201
0.31% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
1,006
shares
|
$947,259
0.15% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,005
shares
|
$946,318
0.48% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,003
shares
|
$944,434
0.31% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,003
shares
|
$944,434
0.01% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,000
shares
|
$941,610
0.25% of portfolio
|
Q4 2022
Added 9.17%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,000
shares
|
$941,610
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,000
shares
|
$941,610
0.04% of portfolio
|
Q1 2025
Added 323.73%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
1,000
shares
|
$941,610
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
999
shares
|
$940,668
0.29% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
999
shares
|
$940,668
0.36% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
998
shares
|
$939,726
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
998
shares
|
$939,726
0.07% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
997
shares
|
$938,785
0.46% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
996
shares
|
$937,843
0.06% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
996
shares
|
$937,843
0.18% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
995
shares
|
$936,901
0.76% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
994
shares
|
$935,960
0.09% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
992
shares
|
$934,077
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
990
shares
|
$932,193
0.18% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
989
shares
|
$931,252
0.21% of portfolio
|
Q1 2025
Added 20.9%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
987
shares
|
$929,369
0.4% of portfolio
|
Q2 2025
Added 39.8%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
987
shares
|
$929,369
0.98% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
986
shares
|
$928,427
0.08% of portfolio
|
Q1 2025
Reduced 23.27%
|