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 4,415 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
340
shares
|
$333,910
0.09% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
340
shares
|
$333,910
0.4% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
339
shares
|
$332,928
0.11% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
339
shares
|
$332,928
0.08% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
338
shares
|
$331,946
0.09% of portfolio
|
Q1 2025
Added 109.94%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
338
shares
|
$331,946
0.11% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
338
shares
|
$331,946
0.2% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
338
shares
|
$331,946
0.15% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
338
shares
|
$331,946
0.14% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
337
shares
|
$330,964
0.06% of portfolio
|
Q3 2023
Added 9.06%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
337
shares
|
$330,964
0.06% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
337
shares
|
$330,964
0.16% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
337
shares
|
$330,964
0.11% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
337
shares
|
$330,964
0.28% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
337
shares
|
$330,964
0.33% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
336
shares
|
$329,982
0.17% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
336
shares
|
$329,982
0.15% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
334
shares
|
$328,018
0.04% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
334
shares
|
$328,018
0.21% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
334
shares
|
$328,018
0.1% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
333
shares
|
$327,035
0.14% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
332
shares
|
$326,053
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
332
shares
|
$326,053
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
331
shares
|
$325,071
0.06% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
331
shares
|
$325,071
0.24% of portfolio
|
Q2 2025
Added 0.91%
|