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 |
|---|---|---|---|---|---|
|
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
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
278
shares
|
$273,021
0.05% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
278
shares
|
$273,021
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
278
shares
|
$273,021
0.11% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
278
shares
|
$273,021
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
278
shares
|
$273,021
0.23% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
277
shares
|
$272,038
0.07% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
277
shares
|
$272,038
0.16% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
277
shares
|
$272,038
0.08% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
277
shares
|
$272,038
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
277
shares
|
$272,038
0.11% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
277
shares
|
$272,038
0.25% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
277
shares
|
$272,038
0.25% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
276
shares
|
$271,056
0.05% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
276
shares
|
$271,056
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
273
shares
|
$268,110
0.1% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
273
shares
|
$268,110
0.28% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
273
shares
|
$268,110
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
272
shares
|
$267,128
0.08% of portfolio
|
Q1 2025
Added 35.32%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
272
shares
|
$267,128
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
272
shares
|
$267,128
0.12% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
270
shares
|
$265,164
0.15% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
270
shares
|
$265,164
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
269
shares
|
$264,182
0.13% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
269
shares
|
$264,182
0.22% of portfolio
|
Q1 2025
Reduced 13.23%
|