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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
814
shares
|
$776,482
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
May 12, 2025 Q1 2025 |
813
shares
|
$775,528
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
811
shares
|
$773,621
0.05% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
811
shares
|
$773,621
0.19% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
810
shares
|
$772,667
0.45% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
810
shares
|
$772,667
0.25% of portfolio
|
Q1 2025
Added 44.64%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
809
shares
|
$771,713
0.61% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
807
shares
|
$769,805
0.26% of portfolio
|
Q1 2025
Reduced 96.27%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
807
shares
|
$769,805
0.11% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
806
shares
|
$768,851
0.24% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
804
shares
|
$766,943
0.13% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
804
shares
|
$766,943
0.25% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
804
shares
|
$766,943
0.15% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
803
shares
|
$765,989
0.17% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
801
shares
|
$764,081
0.48% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
801
shares
|
$764,081
0.55% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
800
shares
|
$763,128
0.05% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
800
shares
|
$763,128
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
799
shares
|
$762,174
0.19% of portfolio
|
Q3 2024
Added 34.51%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
798
shares
|
$761,220
1.31% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
798
shares
|
$761,220
0.32% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
796
shares
|
$759,312
0.14% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
796
shares
|
$759,312
0.5% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
795
shares
|
$758,358
0.46% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
795
shares
|
$758,358
0.27% of portfolio
|
Q1 2025
Added 19.91%
|