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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
410
shares
|
$402,173
0.3% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
410
shares
|
$402,173
0.25% of portfolio
|
Q4 2023
Added 30.49%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
409
shares
|
$401,192
0.05% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
409
shares
|
$401,192
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
409
shares
|
$401,192
0.32% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
408
shares
|
$400,211
0.11% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
408
shares
|
$400,211
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
408
shares
|
$400,211
0.12% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
408
shares
|
$400,211
0.15% of portfolio
|
Q1 2023
Reduced 56.5%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
408
shares
|
$400,211
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
408
shares
|
$400,211
0.2% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
407
shares
|
$399,230
0.01% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
407
shares
|
$399,230
0.08% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
406
shares
|
$398,249
0.11% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
404
shares
|
$396,287
0.13% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
404
shares
|
$396,287
0.15% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
404
shares
|
$396,287
0.38% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
404
shares
|
$396,287
0.31% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
404
shares
|
$396,287
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
404
shares
|
$396,287
0.21% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
402
shares
|
$394,325
0.58% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
402
shares
|
$394,325
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
401
shares
|
$393,344
0.08% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
401
shares
|
$393,344
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
401
shares
|
$393,344
0.15% of portfolio
|
Q1 2025
Reduced 9.68%
|