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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
635
shares
|
$605,732
0.02% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
634
shares
|
$604,778
0.35% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
633
shares
|
$603,825
0.04% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
633
shares
|
$603,825
0.1% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
633
shares
|
$603,825
0.57% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
630
shares
|
$600,963
0.39% of portfolio
|
Q1 2025
Reduced 31.22%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
630
shares
|
$600,963
0.04% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
630
shares
|
$600,963
0.2% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
628
shares
|
$599,055
0.19% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
625
shares
|
$596,193
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
625
shares
|
$596,193
0.27% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
624
shares
|
$595,239
0.1% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
623
shares
|
$594,285
0.21% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
623
shares
|
$594,285
0.13% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
622
shares
|
$593,332
0.05% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
622
shares
|
$593,332
0.13% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
621
shares
|
$592,378
0.06% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
619
shares
|
$590,470
0.16% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
618
shares
|
$589,516
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
617
shares
|
$588,562
0.16% of portfolio
|
Q1 2025
Added 33.26%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
616
shares
|
$587,608
0.11% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
615
shares
|
$586,654
0.12% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
614
shares
|
$585,700
0.33% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
613
shares
|
$584,746
0.37% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
611
shares
|
$582,839
0.09% of portfolio
|
Q2 2025
Added 0.66%
|