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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
683
shares
|
$651,520
0.62% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
681
shares
|
$649,612
0.1% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
680
shares
|
$648,658
0.13% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
680
shares
|
$648,658
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
680
shares
|
$648,658
0.62% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
679
shares
|
$647,704
0.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
676
shares
|
$644,843
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
676
shares
|
$644,843
0.24% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
676
shares
|
$644,843
0.11% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
675
shares
|
$643,889
0.02% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
675
shares
|
$643,889
0.08% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
675
shares
|
$643,889
0.34% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
674
shares
|
$642,935
0.23% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
674
shares
|
$642,935
0.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
674
shares
|
$642,935
0.12% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
673
shares
|
$641,981
0.23% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
673
shares
|
$641,981
0.45% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
672
shares
|
$641,027
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
672
shares
|
$641,027
0.18% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
671
shares
|
$640,073
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
671
shares
|
$640,073
0.14% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
671
shares
|
$640,073
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
669
shares
|
$638,165
0.29% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
669
shares
|
$638,165
0.17% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
668
shares
|
$637,211
0.18% of portfolio
|
Q1 2025
Added 1.52%
|