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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
924
shares
|
$875,545
0.11% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
922
shares
|
$873,650
0.0% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
921
shares
|
$872,702
0.35% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
921
shares
|
$872,702
0.48% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
920
shares
|
$871,755
0.09% of portfolio
|
Q2 2024
Added 84.0%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
919
shares
|
$870,807
0.15% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
919
shares
|
$870,807
0.26% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
918
shares
|
$869,860
0.12% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
918
shares
|
$869,860
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
917
shares
|
$868,912
0.33% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
917
shares
|
$868,912
0.08% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
915
shares
|
$867,017
0.12% of portfolio
|
Q3 2023
Added 50.25%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
915
shares
|
$867,017
0.15% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
913
shares
|
$865,122
0.46% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
912
shares
|
$864,174
0.05% of portfolio
|
Q2 2022
Added 28.09%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
910
shares
|
$862,279
0.29% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
910
shares
|
$862,279
0.16% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
910
shares
|
$862,279
1.24% of portfolio
|
Q1 2025
Reduced 41.21%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
909
shares
|
$861,332
0.11% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
907
shares
|
$859,436
0.09% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
907
shares
|
$859,436
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
907
shares
|
$859,436
0.88% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
907
shares
|
$859,436
1.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
905
shares
|
$857,541
0.1% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
905
shares
|
$857,541
0.23% of portfolio
|
Q3 2024
Reduced 2.58%
|