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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
579
shares
|
$552,313
0.43% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
577
shares
|
$550,406
0.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
577
shares
|
$550,406
0.19% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
576
shares
|
$549,452
0.12% of portfolio
|
Q2 2025
Reduced 69.89%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
576
shares
|
$549,452
0.25% of portfolio
|
Q1 2025
Added 26.87%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
575
shares
|
$548,498
0.15% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
574
shares
|
$547,544
0.33% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
574
shares
|
$547,544
0.19% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
573
shares
|
$546,590
0.06% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
572
shares
|
$545,636
0.5% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
570
shares
|
$543,728
0.25% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
569
shares
|
$542,774
0.37% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
567
shares
|
$540,866
0.42% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
567
shares
|
$540,866
0.16% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
567
shares
|
$540,866
0.34% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
566
shares
|
$539,913
0.06% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
564
shares
|
$538,005
0.25% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
564
shares
|
$538,005
0.29% of portfolio
|
Q2 2024
Reduced 81.25%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
564
shares
|
$538,005
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
564
shares
|
$538,005
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
563
shares
|
$537,051
0.23% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
562
shares
|
$536,097
0.06% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
562
shares
|
$536,097
0.22% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
561
shares
|
$535,143
0.05% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
561
shares
|
$535,143
0.21% of portfolio
|
Q1 2025
Reduced 4.92%
|