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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
525
shares
|
$500,802
0.18% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
525
shares
|
$500,802
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
525
shares
|
$500,802
0.24% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
525
shares
|
$500,802
0.12% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
525
shares
|
$500,802
0.21% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
525
shares
|
$500,802
0.18% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
525
shares
|
$500,802
0.46% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
524
shares
|
$499,848
0.17% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
524
shares
|
$499,848
0.78% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
523
shares
|
$498,894
0.0% of portfolio
|
Q1 2025
Added 100.38%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
523
shares
|
$498,894
0.02% of portfolio
|
Q1 2025
Added 84.81%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
523
shares
|
$498,894
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
523
shares
|
$498,894
0.19% of portfolio
|
Q1 2025
Added 23.64%
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
522
shares
|
$497,941
0.32% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
522
shares
|
$497,941
0.35% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
522
shares
|
$497,941
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
520
shares
|
$496,033
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
520
shares
|
$496,033
0.21% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
520
shares
|
$496,033
0.46% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
519
shares
|
$495,079
0.34% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
519
shares
|
$495,079
0.2% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
519
shares
|
$495,079
0.12% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$494,125
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
518
shares
|
$494,125
0.04% of portfolio
|
Q1 2025
Added 34.2%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
518
shares
|
$494,125
0.26% of portfolio
|
Q4 2024
New holding
|