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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
544
shares
|
$518,927
0.16% of portfolio
|
Q1 2025
Added 102.23%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
544
shares
|
$518,927
0.4% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
542
shares
|
$517,019
0.14% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
542
shares
|
$517,019
0.16% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
542
shares
|
$517,019
0.25% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
541
shares
|
$516,065
0.14% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
540
shares
|
$515,111
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
539
shares
|
$514,157
0.04% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
539
shares
|
$514,157
0.33% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
538
shares
|
$513,203
0.33% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
538
shares
|
$513,203
0.21% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
538
shares
|
$513,203
0.42% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
537
shares
|
$512,249
0.22% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
535
shares
|
$510,341
0.27% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
535
shares
|
$510,341
0.38% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
535
shares
|
$510,341
0.18% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
534
shares
|
$509,387
1.58% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
534
shares
|
$509,387
0.14% of portfolio
|
Q2 2024
Added 79.4%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
533
shares
|
$508,434
0.33% of portfolio
|
Q1 2025
Reduced 38.59%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
532
shares
|
$507,480
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
532
shares
|
$507,480
0.03% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
529
shares
|
$504,618
0.08% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
528
shares
|
$503,664
0.04% of portfolio
|
Q2 2025
Added 27.23%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
528
shares
|
$503,664
0.16% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
526
shares
|
$501,756
0.2% of portfolio
|
Q1 2025
Reduced 9.78%
|