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 |
|---|---|---|---|---|---|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
360
shares
|
$353,127
0.18% of portfolio
|
Q1 2025
Reduced 91.56%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
359
shares
|
$352,146
0.14% of portfolio
|
Q1 2025
Added 47.13%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
358
shares
|
$351,165
0.24% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
358
shares
|
$351,165
0.04% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
358
shares
|
$351,165
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
358
shares
|
$351,165
0.2% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
357
shares
|
$350,184
0.22% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
356
shares
|
$349,203
0.32% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
354
shares
|
$347,242
0.22% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
354
shares
|
$347,242
0.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
353
shares
|
$346,261
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
353
shares
|
$346,261
0.17% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
353
shares
|
$346,261
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
353
shares
|
$346,261
0.07% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
352
shares
|
$345,280
0.14% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
352
shares
|
$345,280
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
352
shares
|
$345,280
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
351
shares
|
$344,299
0.23% of portfolio
|
Q1 2024
Added 3.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
351
shares
|
$344,299
0.16% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
350
shares
|
$343,318
0.19% of portfolio
|
Q3 2024
Reduced 43.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
350
shares
|
$343,318
0.04% of portfolio
|
Q1 2023
Added 56.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
350
shares
|
$343,318
0.05% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Apr 29, 2025 Q1 2025 |
350
shares
|
$343,318
0.19% of portfolio
|
Q1 2025
Reduced 97.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
350
shares
|
$343,318
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
350
shares
|
$343,318
0.07% of portfolio
|
Q1 2025
Added 28.21%
|