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 |
|---|---|---|---|---|---|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
292
shares
|
$286,770
0.21% of portfolio
|
Q1 2025
Reduced 27.18%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
292
shares
|
$286,770
0.26% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
291
shares
|
$285,788
0.2% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
291
shares
|
$285,788
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
291
shares
|
$285,788
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
291
shares
|
$285,788
0.06% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
290
shares
|
$284,806
0.03% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
290
shares
|
$284,806
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
290
shares
|
$284,806
0.01% of portfolio
|
Q1 2025
Reduced 77.5%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
289
shares
|
$283,824
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
288
shares
|
$282,841
0.46% of portfolio
|
Q4 2024
Reduced 56.63%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
287
shares
|
$281,859
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
286
shares
|
$280,877
0.17% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
286
shares
|
$280,877
0.09% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
286
shares
|
$280,877
0.53% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
284
shares
|
$278,913
0.12% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
284
shares
|
$278,913
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
283
shares
|
$277,931
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
283
shares
|
$277,931
0.03% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
283
shares
|
$277,931
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
282
shares
|
$276,949
0.15% of portfolio
|
Q1 2025
Reduced 26.18%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
282
shares
|
$276,949
0.17% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
281
shares
|
$275,967
0.44% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
280
shares
|
$274,985
0.22% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
280
shares
|
$274,985
0.07% of portfolio
|
Q1 2025
New holding
|