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 4,432 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 $280 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
984
shares
|
$932,399
0.56% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
983
shares
|
$931,451
0.06% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
982
shares
|
$930,503
0.38% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
978
shares
|
$926,713
1.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
976
shares
|
$924,818
0.04% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
971
shares
|
$920,080
0.25% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
970
shares
|
$919,133
0.21% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
970
shares
|
$919,133
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
968
shares
|
$917,238
0.18% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
967
shares
|
$916,290
0.32% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
967
shares
|
$916,290
0.29% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
966
shares
|
$915,342
0.46% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
966
shares
|
$915,342
0.16% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
965
shares
|
$914,395
0.54% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
963
shares
|
$912,500
0.33% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
963
shares
|
$912,500
0.02% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
962
shares
|
$911,552
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
960
shares
|
$909,657
0.6% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
960
shares
|
$909,657
0.01% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
958
shares
|
$907,762
0.33% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
958
shares
|
$907,762
0.28% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
957
shares
|
$906,814
0.19% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
956
shares
|
$905,867
0.26% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
956
shares
|
$905,867
0.37% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
955
shares
|
$904,919
0.05% of portfolio
|
Q1 2025
Added 0.63%
|