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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
401
shares
|
$393,344
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
401
shares
|
$393,344
0.28% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
400
shares
|
$392,364
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
400
shares
|
$392,364
0.09% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
400
shares
|
$392,364
0.02% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
400
shares
|
$392,364
0.3% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
400
shares
|
$392,364
0.26% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
399
shares
|
$391,383
0.09% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
398
shares
|
$390,402
0.13% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
398
shares
|
$390,402
0.29% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
397
shares
|
$389,421
0.19% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
397
shares
|
$389,421
0.06% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
397
shares
|
$389,421
0.13% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
397
shares
|
$389,421
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
396
shares
|
$388,440
0.23% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
395
shares
|
$387,459
0.03% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
395
shares
|
$387,459
0.06% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
394
shares
|
$386,478
0.08% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
392
shares
|
$384,516
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
391
shares
|
$383,535
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
389
shares
|
$381,573
0.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
388
shares
|
$380,593
0.14% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
388
shares
|
$380,593
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
388
shares
|
$380,593
0.38% of portfolio
|
Q1 2025
Added 31.08%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
387
shares
|
$379,612
0.18% of portfolio
|
Q1 2025
Added 0.52%
|