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 4,420 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 $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
489
shares
|
$479,664
0.22% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
489
shares
|
$479,664
0.42% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
489
shares
|
$479,664
0.27% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
488
shares
|
$478,684
0.12% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
488
shares
|
$478,684
0.05% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
488
shares
|
$478,684
0.15% of portfolio
|
Q1 2025
Added 35.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
487
shares
|
$477,703
0.18% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
486
shares
|
$476,722
0.13% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
486
shares
|
$476,722
0.36% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
485
shares
|
$475,741
0.46% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
485
shares
|
$475,741
0.42% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
483
shares
|
$473,779
0.03% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
483
shares
|
$473,779
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
482
shares
|
$472,798
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
481
shares
|
$471,817
0.26% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
481
shares
|
$471,817
0.22% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$470,836
0.05% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
479
shares
|
$469,855
0.12% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
479
shares
|
$469,855
0.26% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
478
shares
|
$468,874
0.13% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
477
shares
|
$467,894
0.06% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
475
shares
|
$465,932
0.18% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
475
shares
|
$465,932
0.09% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
474
shares
|
$464,951
0.14% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
473
shares
|
$463,970
0.34% of portfolio
|
Q1 2025
Reduced 1.25%
|