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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
318
shares
|
$312,304
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
318
shares
|
$312,304
0.21% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
318
shares
|
$312,304
0.23% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
318
shares
|
$312,304
0.31% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
318
shares
|
$312,304
0.24% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
318
shares
|
$312,304
0.23% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
317
shares
|
$311,322
0.13% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
317
shares
|
$311,322
0.18% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
316
shares
|
$310,340
0.03% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
316
shares
|
$310,340
0.26% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
316
shares
|
$310,340
0.07% of portfolio
|
Q1 2025
Added 73.63%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
316
shares
|
$310,340
0.27% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
314
shares
|
$308,376
0.06% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
314
shares
|
$308,376
0.21% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
314
shares
|
$308,376
0.39% of portfolio
|
Q1 2025
Reduced 65.68%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
314
shares
|
$308,376
0.25% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
313
shares
|
$307,394
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
313
shares
|
$307,394
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
312
shares
|
$306,412
0.03% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
312
shares
|
$306,412
0.15% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
311
shares
|
$305,429
0.06% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
311
shares
|
$305,429
0.09% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
310
shares
|
$304,447
0.18% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
309
shares
|
$303,465
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
309
shares
|
$303,465
0.01% of portfolio
|
Q4 2024
New holding
|