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 |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
268
shares
|
$263,200
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
268
shares
|
$263,200
0.07% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
268
shares
|
$263,200
0.13% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
267
shares
|
$262,218
0.04% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
266
shares
|
$261,235
0.2% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
266
shares
|
$261,235
0.05% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
265
shares
|
$260,253
0.03% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
265
shares
|
$260,253
0.15% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
265
shares
|
$260,253
0.09% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
265
shares
|
$260,253
0.04% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
265
shares
|
$260,253
0.11% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
264
shares
|
$259,271
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
264
shares
|
$259,271
0.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
264
shares
|
$259,271
0.13% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
264
shares
|
$259,271
0.05% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
263
shares
|
$258,289
0.03% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
263
shares
|
$258,289
0.04% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
262
shares
|
$257,307
0.02% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
262
shares
|
$257,307
0.0% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
262
shares
|
$257,307
0.09% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
261
shares
|
$256,325
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
261
shares
|
$256,325
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
261
shares
|
$256,325
0.17% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
261
shares
|
$256,325
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
261
shares
|
$256,325
0.13% of portfolio
|
Q4 2024
New holding
|