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 |
|---|---|---|---|---|---|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
385
shares
|
$377,650
0.16% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
385
shares
|
$377,650
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
384
shares
|
$376,669
0.07% of portfolio
|
Q4 2023
Reduced 75.53%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
384
shares
|
$376,669
0.03% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
384
shares
|
$376,669
0.09% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
383
shares
|
$375,688
0.24% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
383
shares
|
$375,688
0.36% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
383
shares
|
$375,688
0.27% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
383
shares
|
$375,688
0.25% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
382
shares
|
$374,707
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
382
shares
|
$374,707
0.17% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
382
shares
|
$374,707
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
380
shares
|
$372,745
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Capco Asset Management, LLC
|
May 12, 2025 Q1 2025 |
380
shares
|
$372,745
0.09% of portfolio
|
Q3 2022
Reduced 18.28%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
380
shares
|
$372,745
0.07% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
380
shares
|
$372,745
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
379
shares
|
$371,764
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
379
shares
|
$371,764
0.16% of portfolio
|
Q1 2025
Reduced 40.31%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
378
shares
|
$370,783
0.17% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
378
shares
|
$370,783
0.14% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
377
shares
|
$369,803
1.79% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
376
shares
|
$368,822
0.1% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
376
shares
|
$368,822
0.32% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
375
shares
|
$367,841
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
374
shares
|
$366,860
0.23% of portfolio
|
Q1 2025
Reduced 1.32%
|