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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
560
shares
|
$534,189
0.8% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
559
shares
|
$533,235
0.26% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
556
shares
|
$530,373
0.9% of portfolio
|
Q2 2022
Reduced 76.4%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
556
shares
|
$530,373
0.22% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
555
shares
|
$529,420
0.5% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
555
shares
|
$529,420
0.28% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
555
shares
|
$529,420
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
554
shares
|
$528,466
0.1% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
553
shares
|
$527,512
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
553
shares
|
$527,512
0.38% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
553
shares
|
$527,512
0.26% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
551
shares
|
$525,604
0.1% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
550
shares
|
$524,650
0.16% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
550
shares
|
$524,650
0.12% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
550
shares
|
$524,650
0.02% of portfolio
|
Q1 2025
Added 89.66%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
550
shares
|
$524,650
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
550
shares
|
$524,650
0.09% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
550
shares
|
$524,650
0.36% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
549
shares
|
$523,696
0.11% of portfolio
|
Q1 2023
Reduced 8.5%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
548
shares
|
$522,742
0.18% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
547
shares
|
$521,788
0.4% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
546
shares
|
$520,834
0.31% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
546
shares
|
$520,834
0.46% of portfolio
|
Q1 2025
Added 58.72%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
545
shares
|
$519,880
0.4% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
544
shares
|
$518,927
0.06% of portfolio
|
Q2 2025
Added 14.05%
|