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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
955
shares
|
$904,919
0.18% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
955
shares
|
$904,919
0.43% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
955
shares
|
$904,919
0.49% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
954
shares
|
$903,972
0.35% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
952
shares
|
$902,077
0.14% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
949
shares
|
$899,234
0.03% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
947
shares
|
$897,339
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
946
shares
|
$896,391
0.88% of portfolio
|
Q1 2025
Reduced 65.98%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
945
shares
|
$895,444
0.11% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
945
shares
|
$895,444
0.54% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
945
shares
|
$895,444
0.23% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
943
shares
|
$893,549
0.12% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
942
shares
|
$892,601
0.59% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
942
shares
|
$892,601
0.16% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
941
shares
|
$891,653
0.18% of portfolio
|
Q1 2025
Added 51.77%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
940
shares
|
$890,706
0.23% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
939
shares
|
$889,758
0.18% of portfolio
|
Q1 2025
Reduced 99.15%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
936
shares
|
$886,916
0.38% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
934
shares
|
$885,021
0.42% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
934
shares
|
$885,021
2.75% of portfolio
|
Q1 2025
Reduced 41.84%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
930
shares
|
$881,230
1.62% of portfolio
|
Q1 2025
Reduced 92.76%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
929
shares
|
$880,283
1.09% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
928
shares
|
$879,335
0.2% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
925
shares
|
$876,493
0.27% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
925
shares
|
$876,493
0.72% of portfolio
|
Q1 2025
Added 0.11%
|