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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
517
shares
|
$493,171
0.03% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
516
shares
|
$492,217
0.05% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
515
shares
|
$491,263
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
515
shares
|
$491,263
0.11% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
515
shares
|
$491,263
0.26% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
514
shares
|
$490,309
0.19% of portfolio
|
Q2 2022
Reduced 44.13%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
514
shares
|
$490,309
0.18% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
511
shares
|
$487,448
0.16% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
511
shares
|
$487,448
0.07% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
510
shares
|
$486,494
0.22% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
510
shares
|
$486,494
0.37% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
510
shares
|
$486,494
0.4% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
509
shares
|
$485,540
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
508
shares
|
$484,586
0.4% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
507
shares
|
$483,632
0.38% of portfolio
|
Q1 2025
Reduced 98.05%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
507
shares
|
$483,632
0.16% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
507
shares
|
$483,632
0.35% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
507
shares
|
$483,632
0.27% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
506
shares
|
$482,678
0.07% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Campbell Newman Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
505
shares
|
$481,724
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
505
shares
|
$481,724
0.06% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
505
shares
|
$481,724
0.17% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
504
shares
|
$480,770
0.3% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
504
shares
|
$480,770
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
503
shares
|
$479,816
0.09% of portfolio
|
Q4 2024
Reduced 5.27%
|