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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
373
shares
|
$365,879
0.07% of portfolio
|
Q2 2023
Reduced 73.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
373
shares
|
$365,879
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
370
shares
|
$362,936
0.14% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
370
shares
|
$362,936
0.1% of portfolio
|
Q3 2022
Reduced 4.64%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
370
shares
|
$362,936
0.19% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
369
shares
|
$361,955
0.35% of portfolio
|
Q3 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
369
shares
|
$361,955
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
368
shares
|
$360,974
0.13% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
367
shares
|
$359,993
0.22% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
366
shares
|
$359,013
0.15% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
366
shares
|
$359,013
0.09% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
365
shares
|
$358,032
0.04% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
365
shares
|
$358,032
0.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
365
shares
|
$358,032
0.2% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
364
shares
|
$357,051
0.09% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
364
shares
|
$357,051
0.13% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
364
shares
|
$357,051
0.19% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
364
shares
|
$357,051
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
364
shares
|
$357,051
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$356,070
0.06% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
363
shares
|
$356,070
0.1% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
361
shares
|
$354,108
0.08% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
360
shares
|
$353,127
0.07% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
360
shares
|
$353,127
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
360
shares
|
$353,127
0.32% of portfolio
|
Q3 2023
Reduced 11.55%
|