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 |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
330
shares
|
$324,089
0.22% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
330
shares
|
$324,089
0.12% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
330
shares
|
$324,089
0.07% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
330
shares
|
$324,089
0.17% of portfolio
|
Q1 2025
Added 816.67%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
330
shares
|
$324,089
0.15% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
329
shares
|
$323,107
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
329
shares
|
$323,107
0.17% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
329
shares
|
$323,107
0.29% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
329
shares
|
$323,107
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$322,125
0.1% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
327
shares
|
$321,143
0.21% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
327
shares
|
$321,143
0.15% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
327
shares
|
$321,143
0.32% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
326
shares
|
$320,161
0.14% of portfolio
|
Q1 2025
Added 44.25%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
326
shares
|
$320,161
0.13% of portfolio
|
Q2 2024
Reduced 70.26%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
326
shares
|
$320,161
0.1% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
326
shares
|
$320,161
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
325
shares
|
$319,179
0.23% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
325
shares
|
$319,179
0.17% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
325
shares
|
$319,179
0.13% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
325
shares
|
$319,179
0.2% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
325
shares
|
$319,179
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
324
shares
|
$318,197
0.14% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
319
shares
|
$313,286
0.58% of portfolio
|
Q2 2024
Reduced 70.35%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
319
shares
|
$313,286
0.1% of portfolio
|
Q1 2025
Added 0.31%
|