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 |
|---|---|---|---|---|---|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
261
shares
|
$256,325
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
260
shares
|
$255,343
0.04% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
260
shares
|
$255,343
0.18% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
259
shares
|
$254,361
0.1% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
259
shares
|
$254,361
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
259
shares
|
$254,361
0.04% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
258
shares
|
$253,379
0.16% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
258
shares
|
$253,379
0.08% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
257
shares
|
$252,397
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
257
shares
|
$252,397
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
256
shares
|
$251,415
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
256
shares
|
$251,415
0.05% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
256
shares
|
$251,415
0.15% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
256
shares
|
$251,415
0.17% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
255
shares
|
$250,432
0.3% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
255
shares
|
$250,432
0.05% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
255
shares
|
$250,432
0.16% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
255
shares
|
$250,432
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
255
shares
|
$250,432
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
255
shares
|
$250,432
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
255
shares
|
$250,432
0.23% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
254
shares
|
$249,450
0.55% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
254
shares
|
$249,450
0.16% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
254
shares
|
$249,450
0.27% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
253
shares
|
$248,468
0.15% of portfolio
|
Q1 2025
Added 3.27%
|