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 |
|---|---|---|---|---|---|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
650
shares
|
$620,041
0.63% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
649
shares
|
$619,087
0.3% of portfolio
|
Q1 2025
Added 99.08%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
649
shares
|
$619,087
0.4% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
649
shares
|
$619,087
0.25% of portfolio
|
Q1 2025
Added 42.64%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
648
shares
|
$618,133
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
648
shares
|
$618,133
0.08% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
647
shares
|
$617,179
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
646
shares
|
$616,225
0.0% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
646
shares
|
$616,225
0.29% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
646
shares
|
$616,225
0.69% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
643
shares
|
$613,364
0.09% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
643
shares
|
$613,364
0.16% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
642
shares
|
$612,410
0.23% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
642
shares
|
$612,410
0.39% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
641
shares
|
$611,456
0.43% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
641
shares
|
$611,456
0.39% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
641
shares
|
$611,456
0.11% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
641
shares
|
$611,456
0.42% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
640
shares
|
$610,502
0.47% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
639
shares
|
$609,548
0.23% of portfolio
|
Q1 2025
Reduced 67.68%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
637
shares
|
$607,640
0.09% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
637
shares
|
$607,640
0.06% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
637
shares
|
$607,640
0.09% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
637
shares
|
$607,640
0.34% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
635
shares
|
$605,732
0.17% of portfolio
|
Q1 2025
Added 4.44%
|