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 |
---|---|---|---|---|---|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
836
shares
|
$797,468
0.06% of portfolio
|
Q1 2025
Added 12.21%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
835
shares
|
$796,514
0.04% of portfolio
|
Q1 2025
Added 4.77%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
834
shares
|
$795,560
0.03% of portfolio
|
Q2 2023
Added 9.74%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
833
shares
|
$794,607
0.02% of portfolio
|
Q1 2023
Added 3.87%
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
833
shares
|
$794,607
0.69% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
832
shares
|
$793,653
0.83% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
828
shares
|
$789,837
0.77% of portfolio
|
Q1 2025
Added 2.35%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
828
shares
|
$789,837
0.65% of portfolio
|
Q1 2025
Added 1.97%
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
827
shares
|
$788,883
0.05% of portfolio
|
Q1 2025
New holding
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
827
shares
|
$788,883
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
824
shares
|
$786,021
0.65% of portfolio
|
Q2 2025
Added 0.61%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
824
shares
|
$786,021
0.62% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
823
shares
|
$785,067
0.54% of portfolio
|
Q1 2025
Added 31.47%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
822
shares
|
$784,114
0.25% of portfolio
|
Q3 2024
Added 62.77%
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
820
shares
|
$782,206
0.27% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
818
shares
|
$780,298
0.13% of portfolio
|
Q4 2024
Added 1.24%
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
818
shares
|
$780,298
0.16% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
818
shares
|
$780,298
0.13% of portfolio
|
Q1 2025
Added 5.82%
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
818
shares
|
$780,298
0.55% of portfolio
|
Q1 2025
Added 16.69%
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
817
shares
|
$779,344
0.13% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
817
shares
|
$779,344
0.12% of portfolio
|
Q1 2025
Added 86.1%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
817
shares
|
$779,344
0.22% of portfolio
|
Q1 2025
Added 4.08%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
817
shares
|
$779,344
0.59% of portfolio
|
Q1 2025
Added 6.8%
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
814
shares
|
$776,482
0.04% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
814
shares
|
$776,482
0.01% of portfolio
|
Q4 2022
Reduced 10.45%
|