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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
867
shares
|
$827,039
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
866
shares
|
$826,086
0.09% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
866
shares
|
$826,086
0.81% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
865
shares
|
$825,132
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
861
shares
|
$821,316
0.37% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
860
shares
|
$820,362
0.54% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
858
shares
|
$818,454
0.29% of portfolio
|
Q1 2023
Added 6.19%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
857
shares
|
$817,500
0.39% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
855
shares
|
$815,593
0.12% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
855
shares
|
$815,593
0.25% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
855
shares
|
$815,593
0.3% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
853
shares
|
$813,685
0.23% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
852
shares
|
$812,731
0.21% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
850
shares
|
$810,823
0.25% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
850
shares
|
$810,823
0.15% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
850
shares
|
$810,823
1.01% of portfolio
|
Q4 2022
Added 1033.33%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
849
shares
|
$809,869
0.79% of portfolio
|
Q1 2025
Reduced 53.76%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
848
shares
|
$808,915
0.26% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
847
shares
|
$807,961
0.65% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
847
shares
|
$807,961
0.3% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
846
shares
|
$807,007
0.25% of portfolio
|
Q4 2024
Added 73.72%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
842
shares
|
$803,192
0.11% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
842
shares
|
$803,192
0.27% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
841
shares
|
$802,238
0.22% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
839
shares
|
$800,330
0.51% of portfolio
|
Q1 2025
Added 0.12%
|