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 |
|---|---|---|---|---|---|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
349
shares
|
$342,337
0.18% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
349
shares
|
$342,337
0.14% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
349
shares
|
$342,337
0.33% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
349
shares
|
$342,337
0.29% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
348
shares
|
$341,356
0.06% of portfolio
|
Q1 2025
Reduced 33.46%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
348
shares
|
$341,356
0.11% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
348
shares
|
$341,356
0.1% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
348
shares
|
$341,356
0.08% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
348
shares
|
$341,356
0.06% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
348
shares
|
$341,356
0.14% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
347
shares
|
$340,375
0.8% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
347
shares
|
$340,375
0.15% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
346
shares
|
$339,394
0.25% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
345
shares
|
$338,413
0.1% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
345
shares
|
$338,413
0.21% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
344
shares
|
$337,433
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
344
shares
|
$337,433
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
344
shares
|
$337,433
0.22% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
343
shares
|
$336,452
0.09% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
342
shares
|
$335,471
0.14% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
341
shares
|
$334,490
0.16% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
341
shares
|
$334,490
0.22% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
341
shares
|
$334,490
0.05% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
341
shares
|
$334,490
0.22% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
340
shares
|
$333,509
0.31% of portfolio
|
Q4 2024
Added 6.58%
|