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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
608
shares
|
$579,977
0.13% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
608
shares
|
$579,977
0.22% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
607
shares
|
$579,023
0.05% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
607
shares
|
$579,023
0.41% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
606
shares
|
$578,069
0.09% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
604
shares
|
$576,161
0.09% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
604
shares
|
$576,161
0.39% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
603
shares
|
$575,207
0.17% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
602
shares
|
$574,253
0.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
601
shares
|
$573,299
0.37% of portfolio
|
Q1 2025
Added 495.05%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
601
shares
|
$573,299
0.13% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
601
shares
|
$573,299
0.08% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
601
shares
|
$573,299
0.32% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lattice Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
600
shares
|
$572,346
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
600
shares
|
$572,346
0.18% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
600
shares
|
$572,346
0.53% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
600
shares
|
$572,346
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
598
shares
|
$570,438
0.13% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
597
shares
|
$569,484
0.11% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
597
shares
|
$569,484
0.01% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
597
shares
|
$569,484
0.08% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
596
shares
|
$568,530
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
595
shares
|
$567,576
0.29% of portfolio
|
Q2 2025
Added 44.07%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
595
shares
|
$567,576
0.18% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
594
shares
|
$566,622
0.25% of portfolio
|
Q2 2025
New holding
|