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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
905
shares
|
$857,541
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
902
shares
|
$854,699
0.09% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
902
shares
|
$854,699
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
900
shares
|
$852,804
0.27% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
897
shares
|
$849,961
0.59% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
894
shares
|
$847,118
0.14% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
892
shares
|
$845,223
0.17% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
888
shares
|
$841,433
0.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
887
shares
|
$840,485
0.11% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
887
shares
|
$840,485
0.07% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
885
shares
|
$838,590
0.68% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
885
shares
|
$838,590
0.76% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
884
shares
|
$837,643
0.28% of portfolio
|
Q1 2024
Reduced 91.94%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
883
shares
|
$836,695
0.62% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
879
shares
|
$832,905
0.3% of portfolio
|
Q1 2025
Added 61.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
877
shares
|
$831,010
0.13% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
877
shares
|
$831,010
0.16% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
876
shares
|
$830,062
0.37% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
875
shares
|
$829,115
0.02% of portfolio
|
Q1 2025
Reduced 30.78%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
874
shares
|
$828,167
0.4% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
871
shares
|
$825,324
0.49% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
870
shares
|
$824,377
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
870
shares
|
$824,377
0.18% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
869
shares
|
$823,429
0.17% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
869
shares
|
$823,429
0.19% of portfolio
|
Q1 2025
Added 75.91%
|