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 4,419 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 |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
421
shares
|
$412,963
0.3% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
420
shares
|
$411,982
0.13% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
420
shares
|
$411,982
0.28% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
420
shares
|
$411,982
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
419
shares
|
$411,001
0.2% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
419
shares
|
$411,001
0.12% of portfolio
|
Q1 2025
Reduced 49.64%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
419
shares
|
$411,001
0.24% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
419
shares
|
$411,001
0.12% of portfolio
|
Q3 2023
Added 6.62%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
418
shares
|
$410,020
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
417
shares
|
$409,039
0.04% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
416
shares
|
$408,058
0.1% of portfolio
|
Q1 2025
Reduced 73.26%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
416
shares
|
$408,058
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
416
shares
|
$408,058
0.02% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
416
shares
|
$408,058
0.32% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
415
shares
|
$407,077
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
415
shares
|
$407,077
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
413
shares
|
$405,115
0.18% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
413
shares
|
$405,115
0.34% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
413
shares
|
$405,115
0.38% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Goldstream Capital Management LTD
|
May 14, 2025 Q1 2025 |
412
shares
|
$404,134
0.17% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
412
shares
|
$404,134
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
412
shares
|
$404,134
0.06% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
412
shares
|
$404,134
0.14% of portfolio
|
Q2 2025
Added 62.2%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
412
shares
|
$404,134
0.35% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
411
shares
|
$403,154
0.24% of portfolio
|
Q1 2025
Reduced 5.08%
|