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 |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$294,627
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
300
shares
|
$294,627
0.14% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
300
shares
|
$294,627
0.12% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
300
shares
|
$294,627
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
300
shares
|
$294,627
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
300
shares
|
$294,627
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
298
shares
|
$292,662
0.1% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
298
shares
|
$292,662
0.11% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
298
shares
|
$292,662
0.16% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
298
shares
|
$292,662
0.05% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
298
shares
|
$292,662
0.1% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
298
shares
|
$292,662
0.13% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
297
shares
|
$291,680
0.03% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
297
shares
|
$291,680
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
297
shares
|
$291,680
0.09% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
297
shares
|
$291,680
0.04% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
May 15, 2025 Q1 2025 |
297
shares
|
$291,680
5.25% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
297
shares
|
$291,680
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
296
shares
|
$290,698
0.05% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
296
shares
|
$290,698
0.1% of portfolio
|
Q4 2024
Reduced 72.18%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
296
shares
|
$290,698
0.04% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
296
shares
|
$290,698
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
295
shares
|
$289,716
0.07% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
294
shares
|
$288,734
0.09% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
294
shares
|
$288,734
0.18% of portfolio
|
Q1 2024
New holding
|