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 |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
503
shares
|
$479,816
0.12% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
502
shares
|
$478,862
0.18% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
501
shares
|
$477,908
0.29% of portfolio
|
Q1 2025
Added 30.13%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
501
shares
|
$477,908
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$476,955
0.35% of portfolio
|
Q3 2021
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$476,955
0.32% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$476,955
0.25% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
500
shares
|
$476,955
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
500
shares
|
$476,955
0.05% of portfolio
|
Q4 2022
Reduced 9.09%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
500
shares
|
$476,955
0.4% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
500
shares
|
$476,955
0.3% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
500
shares
|
$476,955
0.39% of portfolio
|
Q1 2025
Added 1664.0%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
500
shares
|
$476,955
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
499
shares
|
$476,001
0.24% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
498
shares
|
$475,047
0.11% of portfolio
|
Q3 2023
Added 2.05%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
497
shares
|
$474,093
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
496
shares
|
$473,139
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
496
shares
|
$473,139
0.29% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
495
shares
|
$472,185
0.25% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
495
shares
|
$472,185
0.24% of portfolio
|
Q3 2022
Added 17.86%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
494
shares
|
$471,231
0.47% of portfolio
|
Q2 2025
Reduced 23.65%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
494
shares
|
$471,231
0.3% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
493
shares
|
$470,277
0.48% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
493
shares
|
$470,277
0.05% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
493
shares
|
$470,277
0.12% of portfolio
|
Q1 2025
Added 2.49%
|