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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
726
shares
|
$692,538
0.68% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
725
shares
|
$691,584
0.15% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
724
shares
|
$690,630
0.41% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
724
shares
|
$690,630
0.17% of portfolio
|
Q1 2025
Added 126.25%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
724
shares
|
$690,630
0.41% of portfolio
|
Q2 2025
Added 77.02%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
723
shares
|
$689,676
0.2% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
723
shares
|
$689,676
0.27% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
722
shares
|
$688,723
0.48% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
721
shares
|
$687,769
0.49% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
720
shares
|
$686,815
0.23% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
716
shares
|
$682,999
0.48% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
716
shares
|
$682,999
0.4% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
716
shares
|
$682,999
0.31% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
715
shares
|
$682,045
0.19% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
715
shares
|
$682,045
0.07% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
715
shares
|
$682,045
0.67% of portfolio
|
Q1 2025
Added 64.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
714
shares
|
$681,091
0.34% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
712
shares
|
$679,183
0.16% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
712
shares
|
$679,183
0.22% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
712
shares
|
$679,183
0.62% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
711
shares
|
$678,230
0.22% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
710
shares
|
$677,276
0.11% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
710
shares
|
$677,276
0.13% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
710
shares
|
$677,276
0.58% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
710
shares
|
$677,276
0.24% of portfolio
|
Q1 2025
Reduced 1.53%
|